Nonprofit · EIN 81-6540443
ROSE MONTGOMERY@JOHNSTON FAMILY FOUNDATION
Also known as ROSE JOHNSTON TTEE
Tax-exempt · MEMPHIS, TN 38117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $521,279 | $417,509 | $103,770 | $6,173,073 | $0 | $6,173,073 |
| December 31, 2023 | 990-PF | $324,490 | $407,625 | -$83,135 | $6,069,303 | $0 | $6,069,303 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $192,974
- Net gain from sales of assets
- $289,408
- Other income
- $38,897
Expenses
- Grants and similar amounts paid
- $333,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $333,600
- Excise tax on investment income
- $6,261
Balance sheet and other
- Total assets, start of year
- $6,069,303
- Total assets, end of year
- $6,173,073
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,173,073
- Fair market value of assets
- $8,702,469
- Qualifying distributions
- $333,600
- Net investment income
- $521,279
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 |
|---|---|---|---|
| ROSE M JOHNSTON 111 NORWAL ROAD, MEMPHIS, TN 381173226 | CHAIRMAN | 0 | $0 |
| BAILEY JOHNSTON FARRIN 311 E MAIN ST, DURHAM, NC 27701 | TRUSTEE | 0 | $0 |
| MARY JOHNSTON CARLOSS 829 HIGHLAND AVENUE, WHITEFISH, MT 59937 | TRUSTEE | 0 | $0 |
| SARAH JOHNSTON SPENCER 755 PLUME STREET, SPARTANBURG, SC 29302 | TRUSTEE | 0 | $0 |
| ELIZABETH M JOHNSTON 4234 HARROGATE DRIVE, ATLANTA, GA 30327 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROSE M JOHNSTON 111 NORWAL ROAD, MEMPHIS, TN 381173226 | CHAIRMAN | 0 | $0 |
| BAILEY JOHNSTON FARRIN 311 E MAIN ST, DURHAM, NC 27701 | TRUSTEE | 0 | $0 |
| MARY JOHNSTON CARLOSS 829 HIGHLAND AVENUE, WHITEFISH, MT 59937 | TRUSTEE | 0 | $0 |
| SARAH JOHNSTON SPENCER 755 PLUME STREET, SPARTANBURG, SC 29302 | TRUSTEE | 0 | $0 |
| ELIZABETH M JOHNSTON 4234 HARROGATE DRIVE, ATLANTA, GA 30327 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 111 NORWAL RD, MEMPHIS, TN 38117-3226
- In care of
- % ROSE M JOHNSTON
- Signed the 990-PF
- ROSE M JOHNSTON, CHAIRMAN
- Phone
- (901) 682-1392
- Return prepared by
- HALLIDAY SCHWARTZ & CO
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
- 81-6540443
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,173,073
- Income (IRS master file)
- $1,961,056
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $521,279 | $417,509 | $6,173,073 | XML |
| 990-PF | December 2023 | $324,490 | $407,625 | $6,069,303 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | 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 81-6540443).
Questions about ROSE MONTGOMERY@JOHNSTON FAMILY FOUNDATION
- What is the EIN of ROSE MONTGOMERY@JOHNSTON FAMILY FOUNDATION?
- The employer identification number (EIN) of ROSE MONTGOMERY@JOHNSTON FAMILY FOUNDATION is 81-6540443.
- Is ROSE MONTGOMERY@JOHNSTON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to ROSE MONTGOMERY@JOHNSTON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSE MONTGOMERY@JOHNSTON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSE MONTGOMERY@JOHNSTON FAMILY 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 ROSE MONTGOMERY@JOHNSTON FAMILY 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 ROSE MONTGOMERY@JOHNSTON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROSE MONTGOMERY@JOHNSTON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $521,279, expenses of $417,509 and total assets of $6,173,073 at year end.
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All nonprofits in MEMPHIS · Tennessee · Philanthropy, voluntarism and grantmaking foundations