Nonprofit · EIN 59-3761693
R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA
Tax-exempt · PARADISE VLY, AZ 85253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,268,160 | $913,699 | $354,461 | $5,618,729 | $0 | $5,618,729 |
| December 31, 2024 | 990-PF | $267,743 | $774,908 | -$507,165 | $5,272,407 | $0 | $5,272,407 |
| December 31, 2023 | 990-PF | $385,066 | $680,226 | -$295,160 | $5,789,729 | $0 | $5,789,729 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $274,295
- Net gain from sales of assets
- $993,865
Expenses
- Grants and similar amounts paid
- $682,770
- Compensation of officers, directors and key employees
- $81,509
- Disbursements for charitable purposes
- $706,629
- Excise tax on investment income
- $14,585
Balance sheet and other
- Total assets, start of year
- $5,272,407
- Total assets, end of year
- $5,618,729
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,618,729
- Fair market value of assets
- $15,327,013
- Qualifying distributions
- $706,629
- Net investment income
- $1,255,245
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLISON FORSMAN 9820 EAST THOMPSON PEAK PKWY LOT, 719, SCOTTSDALE, AZ 85255 | PRESIDENT | 5 | $81,509 |
| ALICIA RENARD 9820 EAST THOMPSON PEAK PKWY LOT, 719, SCOTTSDALE, AZ 85255 | SECRETARY | 5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLISON FORSMAN 9820 EAST THOMPSON PEAK PKWY LOT, 719, SCOTTSDALE, AZ 85255 | PRESIDENT | 5 | $84,046 |
| ALICIA RENARD 9820 EAST THOMPSON PEAK PKWY LOT, 719, SCOTTSDALE, AZ 85255 | SECRETARY | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLISON FORSMAN 9820 EAST THOMPSON PEAK PKWY LOT, 719, SCOTTSDALE, AZ 85255 | PRESIDENT | 5 | $90,000 |
| ALICIA RENARD 9820 EAST THOMPSON PEAK PKWY LOT, 719, SCOTTSDALE, AZ 85255 | SECRETARY | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 8045 N RIDGEVIEW DR, PARADISE VLY, AZ 85253-3089
- In care of
- % ROBERT L JOHNSON
- Signed the 990-PF
- ALLISON FORSMAN, OFFICER
- Phone
- (480) 563-8258
- Return prepared by
- CLIFTONLARSONALLEN LLP
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 | 990-PF 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
- 59-3761693
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,618,729
- Income (IRS master file)
- $1,997,443
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,268,160 | $913,699 | $5,618,729 | IRS |
| 990-PF | December 2024 | $267,743 | $774,908 | $5,272,407 | IRS |
| 990-PF | December 2023 | $385,066 | $680,226 | $5,789,729 | XML |
| 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-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 59-3761693).
Questions about R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA
- What is the EIN of R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA?
- The employer identification number (EIN) of R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA is 59-3761693.
- Is R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $81,509 (ALLISON FORSMAN, PRESIDENT).
- How much revenue does R L ROZ JOHNSON FAMILY FOUNDATION OF ARIZONA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,268,160, expenses of $913,699 and total assets of $5,618,729 at year end.
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