Nonprofit · EIN 30-0233491
JOHNSON CHARITABLE GIFT FUND
Tax-exempt · CINCINNATI, OH 45247
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $94,460,432 | $49,969,469 | $44,490,963 | $383,442,147 | $0 | $383,442,147 |
| June 30, 2024 | 990 | $58,902,245 | $41,123,552 | $17,778,693 | $327,284,242 | $0 | $327,284,242 |
| June 30, 2023 | 990 | $53,638,342 | $30,873,511 | $22,764,831 | $277,687,310 | $0 | $277,687,310 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $70,410,086
- Program service revenue
- $0
- Investment income
- $24,049,620
- Net gain from sales of assets
- $13,883,265
- Other revenue
- $726
Expenses
- Grants and similar amounts paid
- $48,738,817
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $22,513
- Accounting fees
- $23,633
- Program services (functional)
- $48,738,817
- Management and general (functional)
- $1,230,652
Balance sheet and other
- Total assets, start of year
- $327,284,242
- Total assets, end of year
- $383,442,147
- Total liabilities, end of year
- $0
- Net assets, end of year
- $383,442,147
- Publicly traded securities
- $313,297,298
- Net assets without donor restrictions
- $304,839,467
- Net assets with donor restrictions
- $78,602,680
- Gross receipts
- $165,628,306
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2003
- State of legal domicile
- OH
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL D BARNES | DIRECTOR, PR Trustee or director, Officer | 5 | $0 |
| SCOTT J BISCHOFF | VICE PRESIDE Officer | 5 | $0 |
| LOGAN A WIEDMANN | SECRETARY Officer | 40 | $0 |
| REBECCA OTT | INDEPENDENT Trustee or director | 1 | $0 |
| HEATHER LETHANDER | INDEPENDENT Trustee or director | 1 | $0 |
| RONALD CHRISTIAN | INDEPENDENT Trustee or director | 1 | $0 |
| LISA R OLIVERIO | TREASURER Officer | 10 | $0 |
| MARY P BURNS | VP & GIFT CO Officer | 5 | $0 |
| ILLYA THOMAS | INDEPENDENT Trustee or director | 1 | $0 |
| KELLY WILSON | INDEPENDENT Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD D BACON | INDEPENDENT Trustee or director | 1 | $0 |
| MICHAEL D BARNES | DIRECTOR, PR Trustee or director, Officer | 5 | $0 |
| SCOTT J BISCHOFF | VICE PRESIDE Officer | 5 | $0 |
| LOGAN A WIEDMANN | SECRETARY Officer | 40 | $0 |
| REBECCA OTT | INDEPENDENT Trustee or director | 1 | $0 |
| HEATHER LETHANDER | INDEPENDENT Trustee or director | 1 | $0 |
| RONALD CHRISTIAN | INDEPENDENT Trustee or director | 1 | $0 |
| LISA R OLIVERIO | TREASURER Officer | 10 | $0 |
| MARC E FIGGINS | VICE PRESIDE Officer | 5 | $0 |
| MARY P BURNS | VP & GIFT CO Officer | 5 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD D BACON | INDEPENDENT Trustee or director | 1 | $0 |
| MICHAEL D BARNES | DIRECTOR, PR Trustee or director, Officer | 5 | $0 |
| SCOTT J BISCHOFF | VICE PRESIDE Officer | 5 | $0 |
| JENNIFER J KELHOFFER | SECRETARY Officer | 30 | $0 |
| REBECCA OTT | INDEPENDENT Trustee or director | 1 | $0 |
| HEATHER LETHANDER | INDEPENDENT Trustee or director | 1 | $0 |
| RONALD CHRISTIAN | INDEPENDENT Trustee or director | 1 | $0 |
| LISA R OLIVERIO | TREASURER Officer | 15 | $0 |
| MARC E FIGGINS | VICE PRESIDE Officer | 5 | $0 |
| MARY P BURNS | VP & GIFT CO Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 3777 WEST FORK RD, CINCINNATI, OH 45247-7575
- In care of
- % MICHAEL D BARNES
- Principal officer (990 for 2024)
- MICHAEL D BARNES, 3777 WEST FORK ROAD, CINCINNATI, OH 45247
- Signed the 990
- LISA R OLIVERIO, TREASURER
- Phone
- (513) 661-3100
- Website
- WWW.JOHNSONINV.COM
- Return prepared by
- SCROGGINSGREAR INC
Mission
PROMOTE AND SUPPORT PHILANTHROPY BY SIMPLIFYING CHARITABLE GIVING AND EDUCATING DONORS ON THE BENEFITS AND REWARDS OF CHARITABLE GIVING.
Program accomplishments
- 196 DONORS PARTICIPATED IN THE FUND WHICH CONTRIBUTED TO 2,266 CHARITABLE ORGANIZATIONS.Expenses $48,738,817 · grants $48,738,817
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0233491
- 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
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $383,442,147
- Income (IRS master file)
- $165,628,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $94,460,432 | $49,969,469 | $383,442,147 | IRS |
| 990 | June 2024 | $58,902,245 | $41,123,552 | $327,284,242 | XML |
| 990 | June 2023 | $53,638,342 | $30,873,511 | $277,687,310 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 30-0233491).
Questions about JOHNSON CHARITABLE GIFT FUND
- What is the EIN of JOHNSON CHARITABLE GIFT FUND?
- The employer identification number (EIN) of JOHNSON CHARITABLE GIFT FUND is 30-0233491.
- Is JOHNSON CHARITABLE GIFT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to JOHNSON CHARITABLE GIFT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JOHNSON CHARITABLE GIFT FUND 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 JOHNSON CHARITABLE GIFT FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHNSON CHARITABLE GIFT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of JOHNSON CHARITABLE GIFT FUND?
- The 990 for the year ended June 30, 2025 names MICHAEL D BARNES.
- Who are the officers and directors of JOHNSON CHARITABLE GIFT FUND?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does JOHNSON CHARITABLE GIFT FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $94,460,432, expenses of $49,969,469 and total assets of $383,442,147 at year end.
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