2023-02-09T12:33:26-06:00 2022-06-30 BDO USA LLP 330 E KILBOURN AVENUE SUITE 750 MILWAUKEE WI 53202 990PF 2021-07-01 383675289 THE JOHNSON FOUNDATION INC % PATRICK JAMIESON JOHN 2626393211 33 East Four Mile Road Racine WI 53402 Marcus White President 2626393211 2022-12-22 true Marcus White 999009999 Jacob Cook P01240455 4142725900 2 2021 2023-03-07 01:45:13Z X 58249744 X 722063 1148535 1468254 1148535 1594079 3770878 2007924 7841 874026 -32323 832839 4338703 3443855 1989215 269918 269918 653070 632006 -286439 295969 3726 0 0 24346 41635 20818 0 39606 360247 65265 247753 121284 131275 134608 9270 0 0 9270 690716 348459 62200 281590 90490 94983 1622033 0 736181 962321 3934400 86083 1141117 2770918 15135 13304 3949535 86083 1141117 2784222 389168 3357772 848098 250 250 250 652167 1174087 1174087 719063 458397 719063 719063 251108 166560 166560 50463957 42505817 42505817 28868131 15556150 13829843 13311981 13311981 356791 371986 371986 66012513 58249744 58249744 220130 216122 4000000 3914550 2199000 1615582 6419130 5746254 X 59480383 52503490 59480383 52503490 65899513 58249744 59480383 389168 -7366061 52503490 52503490 LONG TERM CAPITAL GAIN 3722418 2176964 1545454 1545454 SHORT TERM CAPITAL GAIN 48625 48625 48625 GQG PARTNERS SERIES LLC STCG 40784 -40784 -40784 GQG PARTNERS SERIES LLC LTCG 454629 454629 454629 2007924 7841 X 2022-02-04 N/A 0 0 0 0 0 0 false false false false false false false true true WI true true true 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 215796 19122 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 Paul Portney 33 East Four Mile Road Racine WI 53402 Vice President thru 10/21 1.0 5000 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 WI 53402 FACILITIES 40.0 123737 13337 0 PAUL STEINER 33 EAST FOUR MILE ROAD RACINE WI 53402 FACILITIES 40.0 87365 8445 0 PATRICK JAMIESON 33 EAST FOUR MILE ROAD RACINE WI 53402 CONTROLLER 40.0 85562 14324 0 ASHLEY STAEK 33 EAST FOUR MILE ROAD RACINE WI 53402 PROGRAM 40.0 82331 27840 0 BARBARA SUPRAK 33 EAST FOUR MILE ROAD RACINE WI 53402 ADMINISTRATION 40.0 73016 35484 0 2 BENCHMARK CONFERENCE CENTERS 1780 HUGHES LANDING BLVD 400 THE WOODLANDS TX 77380 HOSPITALITY MGMT 547986 ALL-PRO MECHANICAL INC 4200 124TH STREET UNION GROVE WI 53182 STEEL FABRICATOR 90038 BRIGHTVIEW LANDSCAPES LLC 980 JOLLY ROAD SUITE 300 BLUE BELL PA 19422 LANDSCAPING 77576 HEARTLAND BUSINESS SYSTEMS 1700 STEPHEN ST LITTLE CHUTE WI 54140 IT CONSULTING 60398 SEE ATTACHMENT 2957274 39487559 1047448 9109228 49644235 0 49644235 744664 48899571 2444979 X 2784222 0 173052 0 0 2957274 2003-09-17 X 848098 648006 1536323 1049550 4081977 720883 550805 1305875 892118 3469681 2957274 2759388 3940655 3796757 13454074 13304 28900 41417 39412 123033 2943970 2730488 3899238 3757345 13331041 0 0 0 0 1629986 1552894 1364573 1356409 5903862 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 7104 Boys and Girls Clubs of Saline County 1810 Citizens Dr Benton AR 72015 none PC general donation 500 HALO 2000 DeKoven Ave unit 1 Racine WI 53403 none PC general donation 500 Downtown Racine Corporation 425 Main Street Racine WI 53403 none PC general donation 500 Racine County Opportunity Center (RCOC) 4214 Sheridan Rd Racine WI 53403 none PC general donation 700 Eco-Justice Center 7133 Michna Rd Racine WI 53402 none PC general donation 500 YWCA Southeast WI 1915 N Martin Luther King Dr Milwaukee WI 532123641 none PC general donation 500 Porcaro Family Charities 1505 Country Club Dr Racine WI 534062929 none PC general donation 400 Caledonia Conservancy PO Box 044717 Racine WI 534047015 none PC general donation 300 Downtown Racine Corporation 425 Main Street Racine WI 53403 none PC general donation 250 Racine Founders Club Rotary Foundation 4501 Washington Ave Racine WI 53405 none PC general donation 750 YWCA Southeast WI 1915 N Martin Luther King Dr Milwaukee WI 532123641 none PC general donation 250 Hopes Center of Racine 521 6th Street Racine WI 53403 none PC general donation 250 Rebel Golf Outing 319 Jonathan Dr Racine WI 53402 none PC general donation 250 Porcaro Family Charities 1505 Country Club Dr Racine WI 534062929 none PC general donation 150 Downtown Racine Corporation 425 Main Street Racine WI 53403 none PC general donation 100 Veterans Outreach of WI PO Box 080932 Racine WI 53408 none PC general donation 100 Tiny Hooves Rescue 1117 N Britton Rd Union Grove WI 531829305 none PC general donation 100 Caledonia Historical Society 5043 Chester Lane Racine WI 53402 none PC general donation 100 13304 14 1148535 18 1594079 PROGRAM REVENUE 869594 OTHER INCOME 01 4432 2747046 869594 3616640 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 719063 X ACCOUNTING FEES 41635 20818 0 39606 AMG MANAGERS TIME SQ INSTL 1268160 1268160 LSV SMALL CAP VALUE 1566612 1566612 ARTISAN SMALL CAP FUND 968126 968126 DODGE & COX GLOBAL STOCK FUND 4005328 4005328 FIDELITY INTERNATIONAL INDEX 4093035 4093035 FIDELITY 500 INDEX FUND 8824319 8824319 NINETY ONE EMERGING MKTS EQTY 1258187 1258187 BAIRD INTER BOND FD INSTL 8881017 8881017 PIMCO ALL ASSET FUND 1346859 1346859 PRINCIPAL DRIVER REAL INSTITU 1399600 1399600 GQG PARTNERS GLOBAL EQUITY FD 3925342 3925342 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 3726 0 0 24346 NOTE PAYABLE 4000000 3914550 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 150 15345 15345 ADMIN & GENERAL 664019 0 593561 166841 BUILDING MAINTENANCE 228548 0 0 228314 CONTRACT LABOR 169342 0 121668 39738 GROUND MAINTENANCE 154958 0 0 158457 MEALS 131802 0 0 121551 INSURANCE 109178 0 0 109178 INFORMATION TECHNOLOGIES 73560 0 0 68936 SUPPLIES 54909 0 20952 35175 AUTO/EQUIPMENT 18294 0 0 18050 DUES & FEES 11118 0 0 11605 OTHER 6305 0 0 4476 PROGRAM REVENUE 869594 0 869594 OTHER INCOME 4432 4432 0 LOSS FROM K-1S 0 -36755 -36755 UNREALIZED LOSS -7366061 UNFUNDED POST-RETIREMENT BENEF 2199000 1615582 MARKETING CONSULTANT 184147 0 182488 1659 INVESTMENT FEES 65265 65265 65265 0 COMMUNICATION CONSULTANT 48620 0 0 51120 RESEARCH CONSULTANT 17402 0 0 17402 FACILITATION CONSULTANT 15928 0 0 20218 OTHER PROFESSIONAL FEES 28885 0 0 30885 Johnson Foundation Special Charitab 33 E Four Mile Rd Racine WI 53402 REAL ESTATE TAXES 9270 0 0 9270