2024-02-14T16:14:52-06:00 2023-06-30 BDO USA 330 E KILBOURN AVENUE SUITE 750 MILWAUKEE WI 53202 990PF 2022-07-01 383675289 THE JOHNSON FOUNDATION INC % PATRICK JAMIESON JOHN 2626393211 33 East Four Mile Road Racine WI 53402 Marcus White President 2626393211 2023-12-12 true Marcus White 999009999 JACOB COOK P01240455 4142725900 2024-01-18 2 2022 2023-04-26 12:10:37Z X 59581161 X 939622 1129192 1458245 1129192 348541 6457322 182934 1391064 -47006 1344058 3808419 1594173 2473250 269400 269400 705831 705831 245346 245346 4504 0 0 4504 46150 23075 0 48185 327947 67214 224833 89821 117620 117620 9240 0 0 9240 695052 388825 76205 312620 156383 170899 2184866 0 1073170 943561 5151164 90289 1545107 2746128 11885 11980 5163049 90289 1545107 2758108 -1354630 1503884 928143 250 250 250 1174087 144701 144701 936122 719063 936122 936122 166560 163776 163776 42505817 44787499 44787499 29437464 16245500 13311981 13191964 13191964 371986 356849 356849 58249744 59581161 59581161 216122 442517 3914550 3764214 1615582 1574000 5746254 5780731 X 52503490 53800430 52503490 53800430 58249744 59581161 52503490 -1354630 2651570 53800430 53800430 LONG TERM CAPITAL GAIN 2336407 1989279 347128 347128 SHORT TERM CAPITAL GAIN 2022-07-01 2022-07-31 4120915 4119502 1413 1413 GQG PARTNERS SERIES LLC STCG 2022-07-01 2022-07-31 0 590533 -590533 -590533 GQG PARTNERS SERIES LLC LTCG 424926 0 424926 424926 182934 -589120 X 2022-02-04 N/A 0 0 0 0 0 0 false false false false false false false true true WI true true false false false true www.johnsonfdn.org PATRICK JAMIESON 2626813322 33 EAST FOUR MILE ROAD Racine WI 53402 false false false false true false false false false false false false false false false false false false false false false Helen Johnson-Leipold 33 East Four Mile Road Racine WI 53402 Chairperson 1.0 0 0 0 Marcus White 33 East Four Mile Road Racine WI 53402 President 40.0 220310 19090 0 Michael Dombeck 33 East Four Mile Road Racine WI 53402 Trustee 1.0 5000 0 0 Kate Wolford 33 East Four Mile Road Racine WI 53402 Trustee 1.0 5000 0 0 Winifred Marquart 33 East Four Mile Road Racine WI 53402 Trustee 1.0 0 0 0 Paula Wolff 33 East Four Mile Road Racine WI 53402 Vice President 1.0 5000 0 0 Tim Mahone 33 East Four Mile Road Racine WI 53402 Trustee 1.0 5000 0 0 Gregory Wesley 33 East Four Mile Road Racine WI 53402 Trustee 1.0 5000 0 0 Laura Gutierrez 33 East Four Mile Road Racine WI 53402 Trustee 1.0 5000 0 0 MICAHEL KAMINSKI 33 EAST FOUR MILE ROAD RACINE WI 53402 FACILITIES 40.0 125837 37599 0 ASHLEY STAECK 33 EAST FOUR MILE ROAD RACINE WI 53402 PROGRAM 40.0 104374 18633 0 PAUL STEINER 33 EAST FOUR MILE ROAD RACINE WI 53402 FACILITIES 40.0 90527 8569 0 PATRICK JAMIESON 33 EAST FOUR MILE ROAD RACINE WI 53402 CONTROLLER 40.0 86627 14645 0 DANIELLE JOHNSON 33 EAST FOUR MILE ROAD RACINE WI 53402 ADMINISTRATION 40.0 71961 13431 0 2 BENCHMARK CONFERENCE CENTERS 1780 HUGHES LANDING BLVD 400 THE WOODLANDS TX 77380 HOSPITALITY MGMT 550808 RILEY CONSTRUCTION N19 W23993 RIDGEVIEW PKWY 150 WAUKESHA WI 53188 CONSTRUCTION 259558 HEARTLAND BUSINESS SYSTEMS 1700 STEPHEN ST LITTLE CHUTE WI 54140 IT CONSULTING 69732 BRIGHTVIEW LANDSCAPES LLC 980 JOLLY ROAD SUITE 300 BLUE BELL PA 19422 LANDSCAPING 67815 ALL-PRO MECHANICAL INC 4200 124TH STREET UNION GROVE WI 53182 HVAC & FABRICATION 51267 SEE FEDERAL FOOTNOTE 3333442 34205397 869582 8915109 43990088 0 43990088 659851 43330237 2166512 X 2758108 0 575335 0 0 3333443 2003-09-17 X 928143 848098 648006 1536323 3960570 788922 720883 550805 1305875 3366485 3333443 2957274 2759388 3940655 12990760 11980 13304 28900 41417 95601 3321463 2943970 2730488 3899238 12895159 0 0 0 0 0 1444341 1629986 1552894 1364573 5991794 0 0 0 0 THE JOHNSON FOUNDATION 33 EAST FOUR MILE ROAD RACINE WI 53402 2626813211 Informal letter (application guidelines on website). NONE No grants are made to individuals. United Way of Racine 2000 Domanik Dr Racine WI 534042910 none PC general donation 7135 Downtown Racine Corporation 425 Main Street Racine WI 53403 none PC general donation 1250 Big Brothers Big Sisters of Racine & Kenosha 1330 52nd St Suite 202 Kenosha WI 53140 none PC general donation 500 All Saints Foundation 3805-B Spring Street Ste 220 Racine WI 53405 none PC general donation 500 Racine Founders Club Rotary Foundation 4501 Washington Ave Racine WI 53405 none PC general donation 500 Racine Art Museum 441 Main Street Racine WI 53403 none PC general donation 500 Caledonia Historical Society 5043 Chester Lane Racine WI 53402 none PC general donation 520 Heritage Committee of Racine PO Box 081485 Racine WI 53408 none PC general donation 250 Hopes Center 521 6th Street Racine WI 53403 none PC general donation 250 Caledonia Conservancy PO Box 044714 Racine WI 534047015 none PC general donation 450 Tiny Hooves Rescue 1117 N Britton Rd Union Grove WI 531829305 none PC general donation 125 11980 14 1129192 18 348541 PROGRAM REVENUE 1391064 1477733 1391064 2868797 11 CHARGES TO CONFEREES FOR OVERNIGHT ACCOMODATIONS AT THE GUEST HOUSE. THE GUEST HOUSE CONTRIBUTES IMPORTANTLY TO THE ACCOMPLISHMENT OF THE ORGANIZATION'S EXEMPT PURPOSE OF HOLDING CONFERENCES ON MATTERS OF EDUCATION AND SOCIAL IMPORTANCE BY ENABLING CONFEREES TO REMAIN ON SITE, ENHANCING MEANINGFUL DIALOGUE THROUGHOUT THE DURATION OF THE CONFERENCE. false false false false false false false false false false X X 1 Johnson Foundation Special Charitab 33 E Four Mile Rd Racine WI 53402 936122 X ACCOUNTING FEES 46150 23075 0 48185 LSV SMALL CAP VALUE 1790013 1790013 ARTISAN SMALL CAP FUND 1325943 1325943 DODGE & COX GLOBAL STOCK FUND 4227006 4227006 FIDELITY INTERNATIONAL INDEX 4868183 4868183 FIDELITY 500 INDEX FUND 10190959 10190959 NINETY ONE EMERGING MKTS EQTY 1244131 1244131 BAIRD INTER BOND FD INSTL 9100622 9100622 PIMCO ALL ASSET FUND 1409839 1409839 PRINCIPAL DRIVER REAL INSTITU 1386489 1386489 GQG PARTNERS GLOBAL EQUITY FD 4275082 4275082 JOHNSON FAMILY PARTNERSHIP, LP 1696487 1696487 COMBINED PTRS, LP - CLASS A 310895 310895 COMBINED PTRS, LP - CLASS B 364568 364568 CURELLE ASSOCIATES, LP 1020189 1020189 S, F & H PTRS, LP - CLASS B 543357 543357 SAFISK ASSOCS, LP - CLASS A 442120 442120 SAFISK ASSOCS, LP - CLASS B 518858 518858 HORIZON 1982 INV CO, INC 72758 72758 LEGAL FEES 4504 0 0 4504 NOTE PAYABLE 4000000 3764214 2031-11 MNTHLY PMTS OF INT & PRINC; BALOON PMT UPON MATUR 3.02 PORTION OF FOUNDATION'S INVESTMENTS ARTWORK 356641 356641 356641 INT. & DIVIDENDS RECEIVABLE 15345 208 208 ADMIN & GENERAL 1032030 0 795276 152452 BUILDING MAINTENANCE 192226 0 0 194455 CONTRACT LABOR 338032 0 247113 43548 GROUND MAINTENANCE 129439 0 0 122878 MEALS 215341 0 0 189359 INSURANCE 114526 0 0 114526 INFORMATION TECHNOLOGIES 70909 0 0 71798 SUPPLIES 72444 0 30781 36223 AUTO/EQUIPMENT 12717 0 0 10892 DUES & FEES 6801 0 0 6936 OTHER 401 0 0 494 PROGRAM REVENUE 1391064 0 1391064 LOSS FROM K-1S 0 -47006 -47006 UNREALIZED GAIN 2651570 UNFUNDED POST-RETIREMENT BENEF 1615582 1574000 MARKETING CONSULTANT 158632 0 157619 1013 INVESTMENT FEES 67214 67214 67214 0 COMMUNICATION CONSULTANT 31600 0 0 31600 RESEARCH CONSULTANT 27895 0 0 15295 FACILITATION CONSULTANT 4800 0 0 4800 OTHER PROFESSIONAL FEES 37806 0 0 37113 REAL ESTATE TAXES 9240 0 0 9240