Nonprofit · EIN 23-7003595
WALTER S JOHNSON FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $27,501,589 | $7,740,619 | $19,760,970 | $131,585,969 | $1,952,778 | $129,633,191 |
| December 31, 2023 | 990-PF | $6,362,686 | $6,403,241 | -$40,555 | $111,397,435 | $1,525,214 | $109,872,221 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,638,507
- Interest
- $310,172
- Net gain from sales of assets
- $14,157,326
- Other income
- $11,395,584
Expenses
- Grants and similar amounts paid
- $5,834,686
- Compensation of officers, directors and key employees
- $134,000
- Disbursements for charitable purposes
- $5,929,794
- Excise tax on investment income
- $367,895
Balance sheet and other
- Total assets, start of year
- $111,397,435
- Total assets, end of year
- $131,585,969
- Total liabilities, end of year
- $1,952,778
- Net assets, end of year
- $129,633,191
- Fair market value of assets
- $133,422,418
- Qualifying distributions
- $5,929,794
- Net investment income
- $27,501,589
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATE BRUCKNER C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | PRESIDENT | 2 | $16,000 |
| MONTY JOHNSON C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | TREASURER | 0.8 | $16,000 |
| KAITLYN TAMULONIS C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | SECRETARY | 1 | $16,000 |
| JESSICA JOHNSON C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | TRUSTEE | 0.5 | $16,000 |
| KATIE HAYDEN C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | TRUSTEE | 0.5 | $16,000 |
| CHRISTOPHER RUPRIGHT C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | TRUSTEE | 0.5 | $16,000 |
| SANDY BRUCKNER C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | VICE PRESIDENT | 0.25 | $16,000 |
| MARTIN SULLIVAN C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | TRUSTEE | 0.5 | $8,000 |
| DAVID SHACKELTON C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | TRUSTEE | 0.5 | $8,000 |
| REBECCA BRUCKNER C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | ADJUNCT TRUSTEE | 0.25 | $0 |
| KRISTIN JOHNSON C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | ADJUNCT TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATE BRUCKNER C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | PRESIDENT | 2 | $16,000 |
| MONTY JOHNSON C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | TREASURER | 0.8 | $16,000 |
| KAITLYN TAMULONIS C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | SECRETARY | 1 | $16,000 |
| JESSICA JOHNSON C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | TRUSTEE | 0.5 | $16,000 |
| MARTIN SULLIVAN C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | TRUSTEE | 0.5 | $16,000 |
| KATIE HAYDEN C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | TRUSTEE | 0.5 | $16,000 |
| PETER LILLIVAND C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | TRUSTEE | 0.5 | $16,000 |
| SANDY BRUCKNER C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | VICE PRESIDENT | 0.25 | $16,000 |
| DAVID SHACKELTON C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | ADJUNCT TRUSTEE | 0.25 | $0 |
| REBECCA BRUCKNER C/O WHITTIER TRUST 505 MONTGOMERY, ST STE 1200, SAN FRANCISCO, CA 941116545 | ADJUNCT TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 505 MONTGOMERY ST STE 1200, SAN FRANCISCO, CA 94111-6535
- In care of
- % WHITTIER TR
- Signed the 990-PF
- NATHAN BRUCKNER, PRESIDENT
- Phone
- (772) 321-2371
- Return prepared by
- RAFFERTY OETJEN CPAS INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7003595
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $131,585,969
- Income (IRS master file)
- $126,198,283
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $6,362,686 | $6,403,241 | $111,397,435 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about WALTER S JOHNSON FOUNDATION
- What is the EIN of WALTER S JOHNSON FOUNDATION?
- The employer identification number (EIN) of WALTER S JOHNSON FOUNDATION is 23-7003595.
- Is WALTER S JOHNSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to WALTER S JOHNSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTER S JOHNSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER S JOHNSON FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALTER S JOHNSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WALTER S JOHNSON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 9 received compensation from the organization, the highest $16,000 (NATE BRUCKNER, PRESIDENT).
- How much revenue does WALTER S JOHNSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $27,501,589, expenses of $7,740,619 and total assets of $131,585,969 at year end.
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