2022-05-10T12:26:40-05:00 2021-06-30 BDO USA LLP 330 E KILBOURN AVENUE SUITE 750 MILWAUKEE WI 53202 990PF 2020-07-01 383675289 THE JOHNSON FOUNDATION INC % PATRICK JAMIESON JOHN 2626393211 33 East Four Mile Road Racine WI 53402 Marcus White President 2626393211 2022-05-05 true Marcus White 999009999 Jacob Cook P01240455 4142725900 2020 2022-09-23 18:48:47Z X 66044513 X 460897 920584 1241911 920584 1133746 10967427 1133746 38788 327378 -6402 173187 2842605 2369255 1132559 249982 249982 663588 662561 242192 241958 33460 0 5195 7645 68772 34386 0 34386 342555 62555 62555 271210 152708 152708 242263 0 0 9585 715342 276415 31070 243537 65240 24856 32739 1121315 0 360877 779841 4173832 96941 484553 2686152 27900 28900 4201732 96941 484553 2715052 -1359127 2272314 648006 250 250 250 1501650 652167 652167 458397 458397 458397 243207 251108 251108 41900494 50463957 50463957 28764031 14934188 14500849 13829843 13829843 506140 388791 388791 58652590 66044513 66044513 307332 220130 4000000 4000000 2280321 2344000 6587653 6564130 X 52064937 59480383 52064937 59480383 58652590 66044513 52064937 -1359127 8774573 59480383 59480383 LONG TERM CAPITAL GAIN 10928639 9833681 1094958 1094958 SHORT TERM CAPITAL GAIN 38788 38788 38788 1133746 38788 31585 31585 31585 60000 0 60000 X 28415 0 28415 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 false false 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 193194 16788 0 Michael Dombeck 33 East Four Mile Road Racine WI 53402 Trustee 1.0 10000 0 0 Kate Wolford 33 East Four Mile Road Racine WI 53402 Trustee 1.0 10000 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 1.0 10000 0 0 Paula Wolff 33 East Four Mile Road Racine WI 53402 Vice President 1.0 10000 0 0 Tim Mahone 33 East Four Mile Road Racine WI 53402 Trustee as of 06/21/21 1.0 0 0 0 Gregory Wesley 33 East Four Mile Road Racine WI 53402 Trustee as of 06/21/21 1.0 0 0 0 Laura Gutierrez 33 East Four Mile Road Racine WI 53402 Trustee as of 06/21/21 1.0 0 0 0 MICHAEL KAMINSKI 33 EAST FOUR MILE ROAD RACINE WI 53402 FACILITIES 40.0 115122 12093 0 PAUL STEINER 33 EAST FOUR MILE ROAD RACINE WI 53402 FACILITIES 40.0 80911 18545 0 ASHLEY STAECK 33 EAST FOUR MILE ROAD RACINE WI 53402 PROGRAM 40.0 80039 25868 0 PATRICK JAMIESON 33 EAST FOUR MILE ROAD RACINE WI 53402 CONTROLLER 40.0 75630 14905 0 BARBARA SUPRAK 33 EAST FOUR MILE ROAD RACINE WI 53402 ADMINISTRATION 40.0 67439 33946 0 3 BENCHMARK CONFERENCE CENTERS 1780 HUGHES LANDING BLVD 400 THE WOODLANDS TX 77380 HOSPITALITY MGMT 754327 BUTTERS-FETTING CO 1669 1ST ST MILWAUKEE WI 53204 CONTRACTING 86499 CYNTHIA A GEORGESON 33 E FOUR MILE RD RACINE WI 53402 CONSULTANT 59333 HEARTLAND BUSINESS SYSTEMS 1700 STEPHEN ST LITTLE CHUTE WA 54140 IT CONSULTING 59409 SEE ATTACHMENT 2715052 37782541 956814 8556912 47296267 0 47296267 709444 46586823 2329341 X 2715052 0 44336 0 0 2759388 0 2759388 2003-09-17 X 648006 1536323 1049550 1068786 4302665 550805 1305875 892118 908468 3657266 2759388 3940655 3796757 3966714 14463514 28900 41417 39412 50000 159729 2730488 3899238 3757345 3916714 14303785 0 0 0 1552894 1364573 1356409 1454779 5728655 0 0 0 0 THE JOHNSON FOUNDATION 33 EAST FOUR MILE ROAD RACINE WI 53402 2626813211 INFORMAL LETTER (APPLICATION GUIDELINES AVAILABLE ON WEBSITE). NONE NO GRANTS ARE MADE TO INDIVIDUALS. Metropolis Strategies 21 S Clark St 4301 Chicago IL 60603 none PC general donation 6000 Resources for the Future 1616 P Street NW Washington DC DC 20036 none PC general donation 3000 Climate Generation 2801 21st Ave South Suite 110 Minneapolis MN 55407 none PC general donation 2000 Every1 Can Work 9639 Fairfax Blvd Fairfax VA 22031 none PC general donation 2000 Fresh Energy 408 St Peter Street Ste Ste 220 St Paul MN 55102 none PC general donation 2000 Friends of the Mississippi River 101 5th Street E Suite 2000 St Paul MN 55101 none PC general donation 2000 Friends of Schmeeckle Reserve 2419 North Point Dr Stevens Point WI 54481 none PC general donation 1000 Girls Inc of Santa Barbara 531 E Ortega St Santa Barbara CA 93103 none PC general donation 1000 HALO 2000 DeKoven Ave Unit 1 Racine WI 53403 none PC general donation 1000 North Central Conservancy Trust PO Box 124 Stevens Point WI 544810124 none PC general donation 1000 Northwoods Alliance 6063 Baker Lake Rd Conover WI 54519 none PC general donation 1000 The Central Rivers Farmshed 1220 Briggs Court Stevens Point WI 54481 none PC general donation 1000 UW-Stevens Point Foundation 2100 Main Street Stevens Point WI 54481 none PC general donation 1000 Wisconsin Conservation Voices (Wisconsin League of 133 S Butler St 320 Madison WI 53703 none PC general donation 1000 Alliance on Mental Illness of Racine County 2300 DeKoven Ave Racine WI 53403 none PC general donation 500 Big Brothers Big Sisters of Racine and Kenosha Cou 3131 Taylor Ave Box 7 Bld 4 Racine WI 53405 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 500 Hopes Center of Racine 521 6th Street Racine WI 53403 none PC general donation 250 Porcaro Family Charities US 1505 Country Club Dr Racine WI 534062929 none PC general donation 250 Racine Family YMCA 245 Main St Racine WI 53403 none PC general donation 250 Sophia's Promise S75W14240 Restfull Lane Muskego WI 53150 none PC general donation 100 American Association of University Women (AAUW) 1310 L Street NW Washington DC DC 20005 none PC general donation 50 27900 14 920584 18 1133746 PROGRAM REVENUE 182184 TAX CREDIT 01 142599 OTHER INCOME 01 2595 2199524 182184 2381708 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 TJF Special Charitable Trust 33 E Four Mile Rd Racine WI 53402 458397 X ACCOUNTING FEES 68772 34386 0 34386 AMG MANAGERS TIME SQ INSTL 1871436 1871436 LSV SMALL CAP VALUE 1934255 1934255 ARTISAN SMALL CAP FUND 1634214 1634214 DODGE & COX GLOBAL STOCK FUND 5229829 5229829 FIDELITY INTERNATIONAL INDEX 5148267 5148267 FIDELITY 500 INDEX FUND 11518895 11518895 NINETY ONE EMERGING MKTS EQTY 1674861 1674861 BAIRD INTER BOND FD INSTL 9628184 9628184 PIMCO ALL ASSET FUND 1494099 1494099 PRINCIPAL DRIVER REAL INSTITU 1385742 1385742 GQG PARTNERS GLOBAL EQUITY FD 3974943 3974943 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 33460 0 5195 7645 NOTE PAYABLE 4000000 4000000 2021-12 INTEREST ONLY PAYMENTS 3.75 PORTION OF FOUNDATION'S INVESTMENTS ARTWORK 356641 356641 356641 INT. & DIVIDENDS RECEIVABLE 51838 150 150 TAX REFUND RECEIVABLE 97661 32000 32000 ADMIN & GENERAL 551732 317149 237054 BUILDING MAINTENANCE 161446 0 0 200670 INSURANCE 101911 0 0 101911 GROUND MAINTENANCE 95524 0 79006 INFORMATION TECHNOLOGY 55321 0 58384 CONTRACT LABOR 54898 0 39275 9551 MEALS 38485 0 32566 SUPPLIES 21137 0 4453 17097 AUTO/EQUIPMENT 12273 0 0 13498 DUES & FEES 11109 0 0 10739 OTHER 17479 19365 PROGRAM REVENUE 182184 0 182184 CARES ACT REFUNDABLE PAYROLL TAX CREDITS 142599 0 0 OTHER INCOME 2595 2595 0 LOSS FROM K-1S 0 -8997 -8997 UNREALIZED GAIN 8774573 UNFUNDED POST-RETIREMENT BENEFITS 2266321 2199000 DEFERRED FEDERAL EXCISE TAX PAYABLE 14000 145000 MARKETING CONSULTANT 131262 131262 COMMUNICATION CONSULTANT 81500 0 0 79000 INVESTMENT FEES 62555 62555 62555 0 FACILITATION CONSULTANT 36518 0 0 32228 OTHER PROFESSIONAL FEES 30720 0 0 28720 EXCISE TAX 232678 REAL ESTATE TAXES 9585 0 0 9585