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Nonprofit · EIN 99-4491736

ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION

Tax-exempt · ENGLEWOOD, FL 34295

Financials

$3.7M$02024$178K$10K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$178,347$10,163$168,184$4,230,216$0$4,230,216
December 31, 2024990$3,687,538$0$3,687,538$3,687,538$0$3,687,538
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$178,095
Net gain from sales of assets
$61,112
Other revenue
$252

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$850
Program services (functional)
$10,163

Balance sheet and other

Total assets, start of year
$3,687,538
Total assets, end of year
$4,230,216
Total liabilities, end of year
$0
Net assets, end of year
$4,230,216
Publicly traded securities
$3,038,858
Net assets without donor restrictions
$4,230,216
Gross receipts
$416,989
Employees
0
Year formed
2024
State of legal domicile
FL

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBERT DICKINSONTRUSTEE
Trustee or director
4$8,000
ALEJANDRA JUFFETRUSTEE
Trustee or director
4$8,000
DAVID ORRISTRUSTEE
Trustee or director
4$8,000
990 for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ROBERT DICKINSONTRUSTEE
Trustee or director
4$0
ALEJANDRA JUFFETRUSTEE
Trustee or director
4$0
DAVID ORRISTRUSTEE
Trustee or director
4$0

Address and contacts

Address (IRS master file)
PO BOX 1111, ENGLEWOOD, FL 34295-1111
Principal officer (990 for 2025)
DAVID ORRIS, PO BOX 1111, ENGLEWOOD, FL 34295
Signed the 990
DAVID ORRIS, TRUSTEE
Phone
(941) 475-0202
Return prepared by
ALEJANDRA M JUFFE CPA

Mission

SUPPORT EDUCATIONAL AND COMMUNITY PROJECTS

990 for the year ended December 31, 2025

Program accomplishments

  • SUPPORT EDUCATIONAL AND COMMUNITY PROJECTS
    Expenses $10,163

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024No data

IRS record

EIN
99-4491736
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2024
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$4,230,216
Income (IRS master file)
$416,989

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025–––IRS
990December 2024–––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 ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION

What is the EIN of ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION?
The employer identification number (EIN) of ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION is 99-4491736.
Is ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION 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 ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION?
The 990 for the year ended December 31, 2025 names DAVID ORRIS.
Who are the officers and directors of ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION?
The 990 for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $8,000 (ROBERT DICKINSON, TRUSTEE).
How much revenue does ROBERT B JOHNSON AND CAROLINE OCONNELL CHARITABLE FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $178,347, expenses of $10,163 and total assets of $4,230,216 at year end.

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