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Robert B Johnson and Caroline Oconnell Charitable Foundation

Tax-deductible

Englewood, FL501(c)(3)Since 2024Human ServicesEIN 99-4491736Revenue $178K in FY2025

On file with the IRSPo Box 1111, 34295-1111 · Englewood, FLTax-exempt since Aug 2024Publicly supported charity — 170(b)(1)(A)(vi)

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Support educational and community projects

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$24K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $1.9M a year · 100% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$24K
to officers and key staff · 236% of spending
Top officer’s pay lower than 96% of similar orgs
Concern: pay to officers and key staff is 236% of spending; over 30%.
Pt VII · Sec A
Cash reserves
1407 mo
of spending, in cash
Looks good: 1406.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$178K
-95% vs prior year
Spent
$10K
To programs
100%
Net assets
$4.2M
By yearFY2024–FY2025
Revenue
$178K
FY2025▼ -95%
Tap a bar for its year
Revenue by fiscal year
FY2024$3.7M
FY2025$178K
Expenses
$10K
FY2025
Tap a bar for its year
Expenses by fiscal year
FY2024$0
FY2025$10K
Net assets
$4.2M
FY2025▲ +15%
Tap a bar for its year
Net assets by fiscal year
FY2024$3.7M
FY2025$4.2M

From the FY2025 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $10K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990; $24K paid to officers and key staff.

Part VII, Section A · reportable compensation
$8,000Pt VII · Sec A
$8,000Pt VII · Sec A
$8,000Pt VII · Sec A

Robert Dickinson’s $8K as Trustee is at the 4th percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Robert B Johnson and Caroline Oconnell Charitable Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds educational and community projects to foster growth and development.

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Provided by the organization

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1 program · $10K · in their own filed words · FY2025
01

Support educational and community projects

$10Kprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$178K
Ln 12
Investment incomeLn 3$178K
Other incomeLn 4–11$252
Money outPt IX
$10K
Ln 25
Programscol B$10K
Owns and owesPt X
$4.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$4.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A3
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$178K
Other incomeLn 4–11$252
Gains on assetsLn 7$61K
Total revenueLn 12$178K
Assets in detailPt X, end of year
CashLn 1$170K
SavingsLn 2$1.0M
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$3.0M
Total assetsLn 16$4.2M
LiabilitiesLn 26$0
Net assetsLn 32$4.2M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$2.2M$1.2M
InvestmentsLn 11–13$1.5M$3.0M
Total assetsLn 16$3.7M$4.2M
LiabilitiesLn 26$0$0
Net assetsLn 32$3.7M$4.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$9K$9K
Accounting feesLn 11c$850$850
Other fees for servicesLn 11g$61$61
Total functional expensesLn 25$10K$10K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $178K$10K$168K$4.2M 990 PDF
FY2024 $3.7M$0$3.7M$3.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $178,347 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,687,537$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $1$178,095
I-11 Other revenue$252
I-12 Total revenuePrior year $3,687,538$178,347
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$10,163
I-18 Total expenses$10,163
I-19 Revenue less expensesPrior year $3,687,538$168,184
Part VI · Governance 3 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $178,347 across 4 lines filed
Lines not itemized here account for −$64 of total revenue; see the IRS return.
VIII-3 Investment incomeRelated to mission $190 · Excluded from tax $116,793$116,983
VIII-7 Net gain or loss on sales of assetsExcluded from tax $61,112$61,112
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $316$316
VIII-12 Total revenueRelated to mission $190 · Excluded from tax $178,157$178,347
Part IX · Statement of functional expenses $10,163 across 3 lines filed
IX-11a Management feesPrograms $9,252$9,252
IX-11c Accounting feesPrograms $850$850
IX-11g Other fees for servicesPrograms $61$61
IX-25 Total functional expensesPrograms $10,163 · Management $0 · Fundraising $0$10,163
Part X · Balance sheet $4,230,216 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $387,583$170,066
X-2 Savings and temporary cash investmentsStart of year $1,839,701$1,021,292
X-11 Publicly traded securitiesStart of year $1,460,254$3,038,858
X-16 Total assetsStart of year $3,687,538$4,230,216
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $3,687,538$4,230,216
X-32 Total net assets or fund balancesStart of year $3,687,538$4,230,216
X-33 Total liabilities and net assetsStart of year $3,687,538$4,230,216
Part XI · Reconciliation of net assets $4,230,216 net assets at year end
XI-1 Total revenue$178,347
XI-2 Total expenses$10,163
XI-3 Revenue less expenses$168,184
XI-4 Net assets at start of year$3,687,538
XI-5 Net unrealized gains (losses) on investments$374,494
XI-10 Net assets at end of year$4,230,216

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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