2025-01-21T12:39:51-05:00 2024-06-30 BDO USA 330 E KILBOURN AVENUE SUITE 750 MILWAUKEE WI 53202 990PF 2023-07-01 383675289 THE JOHNSON FOUNDATION INC % PATRICK JAMIESON JOHN 2626393211 33 East Four Mile Road Racine WI 53402 Marcus White President 2626393211 2025-01-10 true true KELLY RAQUET P01644256 4142725900 2025-01-10 2023 2024-10-15 13:58:12Z X 63569932 X 2018669 1229941 1557777 1229941 1536498 8266995 1449391 1458807 -49813 1408994 6243915 2957355 2638935 277075 277075 752605 748247 -466196 284943 1052 0 0 1052 50056 25028 0 25025 532471 56683 245996 259028 113269 113269 9840 0 0 9840 712524 383706 0 68785 330664 73400 0 7984 66122 2332088 0 1246946 1249458 4771890 81711 1569711 3364723 11270 11232 4783160 81711 1569711 3375955 1460755 2875644 1069224 250 250 250 144701 393941 393941 930221 936122 930221 930221 163776 163375 163375 44787499 49006293 49006293 29647919 16930066 13191964 12717853 12717853 356849 357999 357999 59581161 63569932 63569932 442517 259211 3764214 3609526 1574000 842660 5780731 4711397 X 53800430 58858535 53800430 58858535 59581161 63569932 53800430 1460755 3597350 58858535 58858535 LONG TERM CAPITAL GAIN 3529206 1994864 1534342 1534342 SHORT TERM CAPITAL GAIN 4737789 4735633 2156 2156 GQG PARTNERS SERIES LLC STCG 0 198316 -198316 -198316 GQG PARTNERS SERIES LLC LTCG 111209 0 111209 111209 1449391 -196160 X 2022-02-04 N/A 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 227386 19689 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 MICHAEL KAMINSKI 33 EAST FOUR MILE ROAD RACINE WA 53402 FACILITIES DIRECTOR 40.0 126612 37338 0 ASHLEY STAECK 33 EAST FOUR MILE ROAD RACINE WI 53402 PROGRAM DIRECTOR 40.0 109493 10490 0 PAUL STEINER 33 EAST FOUR MILE ROAD RACINE WI 53402 FACILITIES MANAGER 40.0 91924 8803 0 PATRICK JAMIESON 33 EAST FOUR MILE ROAD RACINE WI 53402 DIRECTOR OF FINANCE 40.0 90465 15665 0 DANIELLE JOHNSON 33 EAST FOUR MILE ROAD RACINE WI 53402 PROGRAM OFFICER 40.0 72692 14046 0 2 BENCHMARK CONFERENCE CENTERS 1780 HUGHES LANDING BLVD 400 THE WOODLANDS TX 77380 HOSPITALITY MGMT 603854 MISSION PARTNERS LLC PO BOX 1400 ROCKVILLE MD 20849 COMMUNICATION 204340 ALL-PRO MECHANICAL INC 4200 124TH STREET UNION GROVE WI 53182 HVAC & FABRICATION 168284 HEARTLAND BUSINESS SYSTEMS 1700 STEPHEN ST LITTLE CHUTE WI 54140 IT CONSULTING 96811 BRIGHTVIEW LANDSCAPES LLC 980 JOLLY ROAD SUITE 300 BLUE BELL PA 19422 LANDSCAPING 55694 SEE FEDERAL FOOTNOTE 3614367 36115070 760260 9716251 46591581 0 46591581 698874 45892707 2294635 X 3375955 0 238412 0 0 3614367 2003-09-17 X 1069224 928143 848098 648006 3493471 908840 788922 720883 550805 2969450 3614367 3333443 2957274 2759388 12664472 11232 11980 13304 28900 65416 3603135 3321463 2943970 2730488 12599056 0 0 0 0 0 0 1529757 1444341 1629986 1552894 6156978 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 6870 Downtown Racine Corporation 425 Main Street Racine WI 53403 none PC general donation 750 Anderegg Family Fund (Racine Community Foundation) 1135 Warwick Way 200 Racine WI 53406 none PC general donation 500 Racine Founders Club Rotary Foundation 4501 Washington Ave Racine WI 53405 none PC general donation 500 Racine Vocational Ministry 214 Seventh Street Racine WI 53403 none PC general donation 500 Racine County Workforce Solutions 730 Wisconsin Ave Racine WI 53403 none PC general donation 500 Voces De La Frontera 1027 S 5th St Milwaukee WI 53204 none PC general donation 300 Porcaro Family Charities 1505 Country Club Dr Racine WI 53406 none PC general donation 250 Heritage Committee of Racine PO Box 081485 Racine WI 53408 none PC general donation 250 Racine Zoological Society 200 Goold St Racine WI 53402 none PC general donation 250 Racine Art Museum 441 Main Street Racine WI 53403 none PC general donation 250 HALO Inc 2000 DeKoven Ave Unit 1 Racine WI 53403 none PC general donation 150 Hispanic Roundtable Inc of Racine 1140 Geneva Street Racine WI 53404 none PC general donation 100 Hopes Center 521 6th Street Racine WI 53403 none PC general donation 100 11270 14 1229941 18 1536498 PROGRAM REVENUE 1458807 2766439 1458807 4225246 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 930221 X 2 Marital Income Trust UA Samuel Joh 555 Main Street Ste 300 Racine WI 53403 1086448 X X 2 14,779.2516 shares of Eaton Vance Low Du Gov Inc-I (EILDX) and 6,402.0748 shares of Federated Ultra 165901 ACCOUNTING FEES 50056 25028 0 25025 LSV SMALL CAP VALUE 1806820 1806820 ARTISAN SMALL CAP FUND 1395960 1395960 DODGE & COX GLOBAL STOCK FUND 4213965 4213965 FIDELITY INTERNATIONAL INDEX 5809321 5809321 FIDELITY 500 INDEX FUND 11284443 11284443 NINETY ONE EMERGING MKTS EQTY 1531201 1531201 BAIRD INTER BOND FD INSTL 10540336 10540336 PIMCO ALL ASSET FUND 1501483 1501483 PRINCIPAL DRIVER REAL INSTITU 1443671 1443671 GQG PARTNERS GLOBAL EQUITY FD 4509861 4509861 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 1052 0 0 1052 NOTE PAYABLE 4000000 3609526 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 208 1358 1358 ADMIN & GENERAL 1162566 0 846215 384487 BUILDING MAINTENANCE 193516 0 0 182884 CONTRACT LABOR 327211 0 226289 158959 GROUND MAINTENANCE 137507 0 0 158064 MEALS 198604 0 138656 87863 INSURANCE 121161 0 0 120921 INFORMATION TECHNOLOGIES 90231 0 0 86478 SUPPLIES 72568 0 35786 37830 AUTO/EQUIPMENT 12191 0 0 15535 DUES & FEES 10631 0 0 10507 OTHER 5902 0 0 5930 PROGRAM REVENUE 1458807 0 1458807 LOSS FROM K-1S 0 -49813 -49813 UNREALIZED GAIN 3597350 UNFUNDED POST-RETIREMENT BENEF 1574000 842660 MARKETING CONSULTANT 189313 0 189313 0 INVESTMENT FEES 56683 56683 56683 0 COMMUNICATION CONSULTANT 34375 0 0 34375 RESEARCH CONSULTANT 68500 0 0 72850 FACILITATION CONSULTANT 65600 0 0 45500 OTHER PROFESSIONAL FEES 118000 0 0 106303 REAL ESTATE TAXES 9840 0 0 9840