JOHNSON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON FOUNDATION INC (EIN 38-3675289)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202601349349103460
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:46:11+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVE STE 750 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532023145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383675289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHNSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2626393211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST FOUR MILE ROAD | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCUS WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAKE COOK | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4142725900 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,275,646 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,041,905 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,340,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,770,024 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,340,629 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,616,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,383,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,131,586 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $457,048 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,311,169 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$57,995 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,253,174 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,310,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,843,615 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,050,851 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $290,889 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $290,889 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $756,441 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $756,441 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $205,107 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $205,107 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $22,675 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,658 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $674,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,832 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $385,313 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $329,885 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $108,148 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $108,148 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $724,057 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $724,057 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $302,379 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $302,379 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $86,537 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $1,537 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $81,370 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,440,184 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,257,615 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $984,349 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,633,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,507 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,391,197 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,081,226 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,301 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,647,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,507 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,391,197 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,095,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$337,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,734,108 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $659,654 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $250 | CashBOYAmt |
| Cash EOY | $250 | CashEOYAmt |
| Cash EOYFMV | $250 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $393,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $212,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $212,688 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,039,405 | AcctRcvblAmt |
| Acct Rcvbl BOY | $930,221 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,039,405 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,039,405 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $163,375 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $163,916 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $163,916 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $49,006,293 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,277,321 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,277,321 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,851,890 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,627,139 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,717,853 | LandBOYAmt |
| Land EOY | $12,224,751 | LandEOYAmt |
| Land EOYFMV | $12,224,751 | LandEOYFMVAmt |
| Other Assets BOY | $357,999 | OtherAssetsBOYAmt |
| Other Assets EOY | $357,315 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $357,315 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $63,569,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,275,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,275,646 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $259,211 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $326,455 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $3,609,526 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $3,449,718 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $842,660 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $820,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,711,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,596,173 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $58,858,535 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $60,679,473 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,858,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,679,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,569,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,275,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,858,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$337,687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,158,625 | OtherIncreasesAmt |
| Subtotal | $60,679,473 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,679,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM GAIN | $2,500,000 | $1,464,499 | $1,035,501 | $0 | $1,035,501 | ||
| PUBLICLY TRADED SECURITIES - SHORT TERM GAIN | $4,303,080 | $4,302,870 | $210 | $0 | $210 | 2024-07-01 | 2025-06-30 |
| GQG PARTNERS SERIES LLC STCG | $456,838 | $0 | $456,838 | $0 | $456,838 | 2024-07-01 | 2025-06-30 |
| GQG PARTNERS SERIES LLC LTCG | $1,058,577 | $0 | $1,058,577 | $0 | $1,058,577 | ||
| CAPITAL GAIN DISTRIBUTIONS | $580,460 | $580,460 | $0 | $580,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,131,586 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $457,048 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 2022-02-04 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JOHNSONFDN.ORG | WebsiteAddressTxt |
| Individual With Books | PATRICK JAMIESON | IndividualWithBooksNm |
| Phone | 2626813322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST FOUR MILE ROAD | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HELEN JOHNSON-LEIPOLD | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| MARCUS WHITE | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | PRESIDENT | 40.00 | $235,331 | $20,558 | $0 |
| MICHAEL DOMBECK | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| KATE WOLFORD | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| WINIFRED MARQUART | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAULA WOLFF | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | VICE PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| TIM MAHONE | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| GREGORY WESLEY | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| LAURA GUTIERREZ | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| ERIC OLESEN | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL KAMINSKI | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | FACILITIES DIRECTOR | 40.00 | $129,796 | $14,911 | $0 |
| ASHLEY STAECK | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | VICE PRESIDENT | 40.00 | $117,796 | $11,314 | $0 |
| PAUL STEINER | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | FACILITIES DIRECTOR | 40.00 | $95,564 | $9,213 | $0 |
| PATRICK JAMIESON | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | FINANCE DIRECTOR | 40.00 | $93,993 | $16,333 | $0 |
| DANIELLE JOHNSON | ||||||||
| 33 EAST FOUR MILE ROAD | RACINE | WI | 53402 | PROGRAM OFFICER | 40.00 | $71,888 | $13,360 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENCHMARK CONFERENCE CENTERS | |||||
| 1780 HUGHES LANDING BLVD 400 | THE WOODLANDS | TX | 77380 | HOSPITALITY MANAGEMENT | $776,958 |
| MISSION PARTNERS LLC | |||||
| PO BOX 1400 | ROCKVILLE | MD | 20849 | COMMUNICATION | $242,046 |
| RILEY CONSTRUCTION CO INC | |||||
| PO BOX 163 | SOMERS | WI | 53171 | LANDSCAPING | $115,868 |
| HEARTLAND BUSINESS SYSTEMS | |||||
| 1700 STEPHEN ST | LITTLE CHUTE | WI | 54140 | IT CONSULTING | $79,847 |
| DROPRITE TREE & LANDSCAPE SERVICE LLC | |||||
| 5301 99TH AVE | KENOSHA | WI | 53144 | CONSTRUCTION | $58,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE FEDERAL FOOTNOTE | Description1Txt |
| Expenses1 | $3,343,712 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,541,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $805,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,239,186 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,586,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $50,586,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $758,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,827,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,491,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,095,211 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $230,955 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,326,166 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2003-09-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $659,654 | CurrentYearAmt |
| Year1 | $1,069,224 | Year1Amt |
| Year2 | $928,143 | Year2Amt |
| Year3 | $848,098 | Year3Amt |
| Total | $3,505,119 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $560,706 | CurrentYearAmt |
| Year1 | $908,840 | Year1Amt |
| Year2 | $788,922 | Year2Amt |
| Year3 | $720,883 | Year3Amt |
| Total | $2,979,351 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,326,166 | CurrentYearAmt |
| Year1 | $3,614,367 | Year1Amt |
| Year2 | $3,333,443 | Year2Amt |
| Year3 | $2,957,274 | Year3Amt |
| Total | $13,231,250 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,985 | CurrentYearAmt |
| Year1 | $11,232 | Year1Amt |
| Year2 | $11,980 | Year2Amt |
| Year3 | $13,304 | Year3Amt |
| Total | $50,501 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,312,181 | CurrentYearAmt |
| Year1 | $3,603,135 | Year1Amt |
| Year2 | $3,321,463 | Year2Amt |
| Year3 | $2,943,970 | Year3Amt |
| Total | $13,180,749 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,660,913 | CurrentYearAmt |
| Year1 | $1,529,757 | Year1Amt |
| Year2 | $1,444,341 | Year2Amt |
| Year3 | $1,629,986 | Year3Amt |
| Total | $6,264,997 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JOHNSON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST FOUR MILE ROAD | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2626813211 | RecipientPhoneNum |
| Form And Info And Materials | INFORMAL LETTER (APPLICATION GUIDELINES ON WEBSITE). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS ARE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED WAY OF RACINE | |||||||
| 2000 DOMANIK DRIVE | RACINE | WI | 534042910 | NONE | PC | GENERAL DONATION | $8,926 |
| DOWNTOWN RACINE CORPORATION | |||||||
| 425 MAIN STREET | RACINE | WI | 53403 | NONE | PC | GENERAL DONATION | $750 |
| RACINE ART MUSEUM | |||||||
| 441 MAIN STREET | RACINE | WI | 53403 | NONE | PC | GENERAL DONATION | $625 |
| HALO INC | |||||||
| 2000 DEKOVEN AVENUE UNIT 1 | RACINE | WI | 53403 | NONE | PC | GENERAL DONATION | $500 |
| HOSPITALITY CENTER | |||||||
| 614 MAIN STREET | RACINE | WI | 53403 | NONE | PC | GENERAL DONATION | $500 |
| RACINE COUNTY WORKFORCE SOLUTIONS | |||||||
| 1717 TAYLOR AVENUE | RACINE | WI | 53403 | NONE | GOV | GENERAL DONATION | $500 |
| RACINE UNIFIED SCHOOL DISTRICT | |||||||
| 3109 MOUNT PLEASANT STREET | RACINE | WI | 53404 | NONE | GOV | GENERAL DONATION | $500 |
| SPANISH CENTER INC | |||||||
| 1221 DOUGLAS AVENUE | RACINE | WI | 53402 | NONE | PC | GENERAL DONATION | $500 |
| BELEAF SURVIVORS | |||||||
| 2000 DOMANIK DRIVE 404 | RACINE | WI | 53404 | NONE | PC | GENERAL DONATION | $250 |
| HERITAGE COMMITTEE OF RACINE | |||||||
| PO BOX 085843 | RACINE | WI | 53408 | NONE | PC | GENERAL DONATION | $250 |
| PORCARO FAMILY CHARITIES | |||||||
| 1505 COUNTRY CLUB DRIVE | RACINE | WI | 53406 | NONE | PC | GENERAL DONATION | $250 |
| RACINE FOUNDERS CLUB ROTARY FOUNDATION | |||||||
| 4501 WASHINGTON AVENUE | RACINE | WI | 53405 | NONE | PC | GENERAL DONATION | $250 |
| RACINE LITERACY COUNCIL | |||||||
| 734 LAKE AVENUE | RACINE | WI | 53403 | NONE | PC | GENERAL DONATION | $250 |
| RACINE ZOOLOGICAL SOCIETY | |||||||
| 200 GOOLD STREET | RACINE | WI | 53402 | NONE | PC | GENERAL DONATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,301 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Related Or Exempt Function Incm | $1,311,169 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,340,919 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $1,616,171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,957,090 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,311,169 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,268,259 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | Form | LineNumberTxt |
| Relationship Statement | CHARGES TO CONFEREES FOR OVERNIGHT ACCOMMODATIONS 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. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON FOUNDATION SPECIAL CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST FOUR MILE ROAD | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,039,405 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $45,350 | Amt |
| Net Investment Income | $22,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,675 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,658 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIXED ASSETS | PropertyDesc |
| Current Year Expense | $724,057 | CurrentYearExpenseAmt |
| Adjusted Net Income | $724,057 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $6,803,080 | $5,767,369 | $1,035,711 |
| CAPITAL GAIN DISTRIBUTIONS | $580,460 | $580,460 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part VIII-A | FormAndLineReferenceDesc |
| Medium Explanation | THE MISSION OF THE JOHNSON FOUNDATION AT WINGSPREAD IS TO CREATE INTIMATE, INSPIRING MEETING AND CONFERENCE EXPERIENCES THAT FOSTER COLLABORATION AND INNOVATIVE PROBLEM-SOLVING. BRINGING ALMOST SIX DECADES OF CONVENING EXPERTISE TO REGIONAL, NATIONAL AND GLOBAL GROUPS OF LEADERS AND EXPERTS, THE FOUNDATION IS WHOLLY DEDICATED TO CONVENING FOR POSITIVE AND LASTING CHANGE. WE HAVE TWO PRIMARY STRATEGIC OBJECTIVES. FIRST, WE DESIGN AND IMPLEMENT CONFERENCES ON ISSUES AND TOPICS OF SPECIAL CONCERN TO THE FOUNDATION. ONE CURRENT PROGRAMMATIC FOCUS IS ON CATALYZING A RESILIENT COMMUNITY INITIATIVE TO IMPROVE THE FUTURE HEALTH AND WELL-BEING OF OUR LOCAL NEIGHBORING COMMUNITIES. SECOND, WE WORK WITH A VARIETY OF OTHER ORGANIZATIONS TO DESIGN AND IMPLEMENT CONFERENCES AND MEETINGS THAT RESULT IN POSITIVE CHANGE ON ISSUES AND TOPICS OF IMPORTANCE TO THEM. HERE, THE FOUNDATION MODELS HOW TO HAVE MEANINGFUL, FRUITFUL, ROBUST, AND CIVIL DISCUSSIONS ON IMPORTANT ISSUES. WE ACHIEVE OUR STRATEGIC OBJECTIVES BY PROVIDING BEST-IN-CLASS CONFERENCE PLANNING, GUIDANCE AND LEADERSHIP, INCLUDING, AMONG OTHERS: DESIGNING AND IMPLEMENTING CONVENING AND COLLABORATIVE STRATEGIES TO MAKE A MEANINGFUL DIFFERENCE ON SPECIFIC ISSUES OF IMPORTANCE TO THE FOUNDATION. COMMUNICATING THE KEY OUTCOMES AND RESULTS TO APPROPRIATE STAKEHOLDERS. ASSISTING CONFERENCE ORGANIZERS IN DESIGNING AN OVERALL EXPERIENCE THAT CULTIVATES STRONG, EFFECTIVE COMMUNICATION AMONG ATTENDEES. ASSISTING AND/OR COACHING ORGANIZERS ON CONVENING BEST PRACTICES, INCLUDING DEFINED MEETING OBJECTIVES, KEY DISCUSSION TOPICS, RESULTS-ORIENTED AGENDA PLANNING AND POST-CONFERENCE ACTION PLANNING AND ACTION STEPS FOLLOW-THROUGH TO ENSURE CONTINUED POSITIVE MOMENTUM. EDUCATING ORGANIZERS ON COMMUNICATION, DECISION-MAKING, CONFLICT RESOLUTION AND CIVIL DISCOURSE BEST PRACTICES, AS WELL AS SHARING OUR ONGOING, CELEBRATED LEGACY OF WORLD-CLASS CONVENING WHICH CATALYZED NEW SOLUTIONS IN A VARIETY OF ARENAS. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GQG PARTNERS GLOBAL EQUITY FD | FMV | $4,056,499 | $4,056,499 |
| JOHNSON FAMILY PARTNERSHIP, LP | FMV | $1,696,487 | $1,696,487 |
| CURELLE ASSOCIATES, LP | FMV | $1,020,189 | $1,020,189 |
| S, F & H PTRS, LP - CLASS B | FMV | $543,357 | $543,357 |
| SAFISK ASSOCS, LP - CLASS B | FMV | $518,858 | $518,858 |
| SAFISK ASSOCS, LP - CLASS A | FMV | $442,120 | $442,120 |
| COMBINED PTRS, LP - CLASS B | FMV | $364,568 | $364,568 |
| COMBINED PTRS, LP - CLASS A | FMV | $310,895 | $310,895 |
| HORIZON 1982 INV CO, INC | FMV | $72,758 | $72,758 |
| LSV SMALL CAP VALUE | FMV | ||
| ARTISAN SMALL CAP FUND | FMV | ||
| DODGE & COX GLOBAL STOCK FUND | FMV | ||
| FIDELITY INTERNATIONAL INDEX | FMV | ||
| FIDELITY 500 INDEX FUND | FMV | ||
| NINETY ONE EMERGING MKTS EQTY | FMV | ||
| BAIRD INTER BOND FD INSTL | FMV | ||
| PIMCO ALL ASSET FUND | FMV | ||
| PRINCIPAL DRIVER REAL INSTITU | FMV | ||
| MUTUAL FUNDS | FMV | $42,251,590 | $42,251,590 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $819,512 | $0 | $819,512 | $819,512 |
| LAND IMPROVEMENTS | $1,931,686 | $1,636,702 | $294,984 | $294,984 |
| BUILDINGS AND BUILDING IMPROVEMENTS | $23,474,819 | $12,810,382 | $10,664,437 | $10,664,437 |
| FURNITURE AND OFFICE EQUIPMENT | $3,431,363 | $3,063,768 | $367,595 | $367,595 |
| VEHICLES | $194,510 | $116,287 | $78,223 | $78,223 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $3,609,526 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOTE PAYABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $4,000,000 | LoanOriginalAmt |
| Balance Due | $3,449,718 | BalanceDueAmt |
| Loan Maturity | 2031-11 | LoanMaturityDt |
| Repayment Terms | MNTHLY PMTS OF INT & PRINC; BALOON PMT UPON MATUR | RepaymentTermsTxt |
| Interest | 3.02 | InterestRt |
| Security Provided Borrower | PORTION OF FOUNDATION'S INVESTMENTS | SecurityProvidedBorrowerTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $356,641 | $356,641 | $356,641 |
| INT. & DIVIDENDS RECEIVABLE | $1,358 | $674 | $674 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMIN & GENERAL | $1,042,817 | $0 | $747,087 | $232,229 |
| CONTRACT LABOR | $478,653 | $0 | $338,838 | $54,524 |
| BUILDING MAINTENANCE | $229,134 | $0 | $0 | $236,582 |
| MEALS | $197,963 | $0 | $135,666 | $34,931 |
| GROUND MAINTENANCE | $141,161 | $0 | $0 | $136,605 |
| INSURANCE | $136,181 | $0 | $0 | $136,421 |
| INFORMATION TECHNOLOGIES | $108,942 | $0 | $0 | $105,571 |
| SUPPLIES | $77,666 | $0 | $36,024 | $20,716 |
| DUES & FEES | $10,598 | $0 | $0 | $10,819 |
| AUTO/EQUIPMENT | $9,654 | $0 | $0 | $8,526 |
| BANK FEES | $7,392 | $0 | $0 | $7,392 |
| OTHER | $23 | $0 | $0 | $33 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PROGRAM REVENUE | $1,311,169 | $0 | $1,311,169 |
| PORTFOLIO LOSS FROM K-1 | $0 | -$57,995 | -$57,995 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $2,158,625 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNFUNDED POST-RETIREMENT BENEFITS | Desc |
| BOY Book Value | $842,660 | BOYBookValueAmt |
| EOY Book Value | $820,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MARKETING CONSULTANT | $298,481 | $0 | $298,481 | $0 |
| FACILITATION CONSULTANT | $121,426 | $0 | $0 | $141,526 |
| INVESTMENT FEES | $86,832 | $86,832 | $86,832 | $0 |
| RESEARCH CONSULTANT | $44,000 | $0 | $0 | $52,250 |
| OTHER PROFESSIONAL FEES | $123,719 | $0 | $0 | $136,109 |