Rupert H Johnson Jr Foundation
The Rupert H Johnson Jr Foundation is a private foundation established in 1992 and located in San Mateo, California. The foundation operates as a 501(c)(3) organization and has been tax-exempt since February 1993. It functions as a grantmaking foundation with a focus on charitable giving.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
+5.1% YoY
Annual Giving
$1.5M
-15.2% YoY
Grant Count
23
-41.0% YoY
Avg Grant Size
$67K
+43.9% YoY
Under IRS private-foundation payout rules, Rupert H Johnson Jr Foundation reported a distributable amount of $1.4M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's giving is primarily directed toward higher education and other educational initiatives. The foundation does not maintain a published mission statement on public platforms.
Grantmaking
The foundation is an active grantmaker, distributing approximately $1.8 million annually. Recent grant activity includes:
How to Apply
information is publicly available.
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Geographic Focus
Where this funder awards grants
The foundation is based in San Mateo, California and appears to support organizations with regional and national reach, including institutions in California and beyond.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Data (2024):
- Total Assets: $2,018,024
- Revenue: $1,543,830
- Expenses: $1,575,217
- Net Income: -$31,387
- Total Liabilities: $0
Prior Year Data (2023):
- Total Assets: $1,920,447
- Total Revenue: $1,507,589
- Total Expenses: $1,850,700
The foundation's revenue is primarily derived from investment income and dividends. The foundation maintains minimal liabilities and operates with modest asset levels relative to its annual giving.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,018,024 | $1,920,447 | $2,258,558 |
| Revenue | $1,543,830 | $1,507,589 | $1,366,130 |
| Expenses | $1,575,217 | $1,850,700 | $2,082,600 |
| Qualifying Distributions | $1,540,000 | $1,815,000 | $2,002,000 |
| Net Investment Income | $1,543,830 | $1,507,589 | $1,366,130 |
| Distributable Amount | $1,436,908 | $1,631,823 | $1,660,306 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
152 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Focused Ultra Sound Foundation ($200,000), Mills Peninsula Hospital Foundation ($200,000), United Religion Intiative ($200,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FRACTURED ATLAST INC NEW YORK, NY | CHARITABLE SUPPORT | $10,000 |
| FOCUSED ULTRA SOUND FOUNDATION CHARLOTTESVILLE, VA | CHARITABLE SUPPORT | $200,000 |
| NORWICH UNIVERSITY NORTHFIELD, VT | CHARITABLE SUPPORT | $50,000 |
| THE BASIC FUND OAKLAND, CA | CHARITABLE SUPPORT | $50,000 |
| WASHINGTON AND LEE UNIVERSITY LEXINGTON, CA | CHARITABLE SUPPORT | $50,000 |
| SAN FRANCISCO SYMPHONY SAN FRANCISCO, CA | CHARITABLE SUPPORT | $50,000 |
| SANTA CLARA UNIVERSITY SANTA CLARA, CA | CHARITABLE SUPPORT | $100,000 |
| MILLS PENINSULA HOSPITAL FOUNDATION BURLINGAME, CA | CHARITABLE SUPPORT | $200,000 |
| JESUITS WEST PORTLAND, OR | CHARITABLE SUPPORT | $25,000 |
| UNITED RELIGION INTIATIVE SAN FRANCISCO, CA | CHARITABLE SUPPORT | $200,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation was founded by Rupert H. Johnson, Jr., Vice Chairman of Franklin Resources (also known as Franklin Templeton Investments). Rupert H. Johnson Jr. serves as trustee of the foundation.
Contact Information:
- Address: 1 Franklin Parkway, Building 920, San Mateo, CA 94403-1906
- Telephone: 650-312-2425
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RUPERT H JOHNSON JR | TRUSTEE | 5 | — |
Frequently Asked Questions
What does Rupert H Johnson Jr Foundation fund?
The foundation's giving is primarily directed toward higher education and other educational initiatives. The foundation does not maintain a published mission statement on public platforms.
How do I apply for a grant from Rupert H Johnson Jr Foundation?
The foundation is an active grantmaker, distributing approximately $1.8 million annually. Recent grant activity includes: • Mills-Peninsula Hospital Foundation: $200,000 (2023) • Norwich University: $150,000 (2023) • Santa Clara University: $150,000 (2023) The foundation made 30 grants in 2023, with total giving of $1,815,000. Grant recipients span educational institutions and healthcare-related organizations. No formal application process information is publicly available.
Where does Rupert H Johnson Jr Foundation make grants?
The foundation is based in San Mateo, California and appears to support organizations with regional and national reach, including institutions in California and beyond.
What size grants does Rupert H Johnson Jr Foundation award?
In 2024, Rupert H Johnson Jr Foundation awarded 23 grants totaling $1.5M — an average of about $67K per grant, based on its IRS Form 990 filings.
How much is Rupert H Johnson Jr Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rupert H Johnson Jr Foundation reported a distributable amount of $1.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Rupert H Johnson Jr Foundation's EIN?
Rupert H Johnson Jr Foundation's EIN (Employer Identification Number) is 94-3170047. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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