Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
JW JOHNSON FAMILY CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)10813 EAST WINDGATE PASS DRIVE   Room/suite
City or town, state, and ZIP code
SCOTTSDALE, AZ85255
A Employer identification number

20-7203295
B Telephone number (see page 10 of the instructions)

(507) 437-5145
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,203,173J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 30,097 30,097  
4 Dividends and interest from securities...... 33,623 33,623  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -18,079
b Gross sales price for all assets on line 6a 191,311
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 45,641 63,720  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,556 2,278   2,278
c Other professional fees (attach schedule).... Click to see attachment 4,978 4,978   0
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,172 472   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,706 7,728   2,278
25 Contributions, gifts, grants paid........ 144,685 144,685
26 Total expenses and disbursements. Add lines 24 and 25 155,391 7,728   146,963
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -109,750
b Net investment income (if negative, enter -0-) 55,992
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 2,727 150 150
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet513
Less: allowance for doubtful accounts bullet     513 513
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,266,644 Click to see attachment3,191,662 3,202,510
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,269,371 3,192,325 3,203,173
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment32,704
23 Total liabilities (add lines 17 through 22).......... 0 32,704
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 3,269,371 3,159,621
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,269,371 3,159,621
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,269,371 3,192,325
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 3,269,371
2 Enter amount from Part I, line 27a...................... 2 -109,750
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,159,621
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 3,159,621
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a .545 SHARES OF CHUNGHWA TELECOM LTD-ADR WI P 2009-08-17 2010-02-17
b 128 SHARES OF CHARLES SCHWAB CORP P 2009-08-17 2010-06-07
c 108 SHARES OF TELECOMMUNICACOES DE S P-ADR P 2009-08-17 2010-06-07
d 3 SHARES OF TELECOMMUNICACOES DE S P-ADR P 2009-08-19 2010-06-07
e 194 SHARES OF CHUNGHWA TELECOM LTD-ADR WI P 2009-08-17 2010-06-07
2 SHARES OF ELI LILLY & CO P 2009-11-06 2010-06-08
8 SHARES OF TELECOMMUNICACOES DE S P-ADR P 2009-08-19 2010-06-08
1 SHARES OF TOTAL SA-SPON ADR P 2010-04-22 2010-06-08
139 SHARES OF FOOT LOCKER INC. P 2009-11-18 2010-11-03
227 SHARES OF FOOT LOCKER INC. P 2009-11-19 2010-11-03
222 SHARES OF FOOT LOCKER INC. P 2009-11-19 2010-11-16
279 SHARES OF KRAFT FOODS INC P 2008-07-11 2010-05-21
384 SHARES OF CHARLES SCHWAB CORP P 2008-02-06 2010-06-07
68 SHARES OF DUKE ENERGY HLDG CORP P 2008-02-07 2010-06-07
57 SHARES OF AT&T INC P 2008-11-19 2010-06-08
11 SHARES OF DUKE ENERGY HLDG CORP P 2008-02-07 2010-06-08
2 SHARES OF KIMBERLY-CLARK CORP P 2008-07-11 2010-06-08
3 SHARES OF KRAFT FOODS INC P 2008-07-11 2010-06-08
75000 UNITS OF SLM CORP 4.5% 07/26/2010 P 2007-04-04 2010-07-26
3484.321 SHARES OF WILLIAM BLAIR INTL GROWTH-I P 2007-03-22 2010-09-09
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 10   10 0
b 2,089   2,281 -192
c 2,188   2,456 -268
d 61   68 -7
e 3,694   3,570 124
65   69 -4
162   181 -19
45   56 -11
2,239   1,509 730
3,657   2,433 1,224
3,637   2,380 1,257
8,161   8,057 104
6,267   7,753 -1,486
1,062   1,251 -189
1,398   1,448 -50
173   202 -29
122   119 3
85   87 -2
75,000   73,490 1,510
69,960   101,970 -32,010
11,236     11,236
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       0
b       -192
c       -268
d       -7
e       124
      -4
      -19
      -11
      730
      1,224
      1,257
      104
      -1,486
      -189
      -50
      -29
      3
      -2
      1,510
      -32,010
      11,236
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -18,079
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 130,911 2,504,240 0.052276
2008 191,576 3,256,902 0.058822
2007 178,908 3,849,769 0.046472
2006 0 3,689,943 0.0
2005      
2 Total of line 1, column (d) ...................... 2 0.157570
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.039393
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 2,877,710
5 Multiply line 4 by line 3....................... 5 113,362
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 560
7 Add lines 5 and 6......................... 7 113,922
8 Enter qualifying distributions from Part XII, line 4.............. 8 146,963
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 560
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 560
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 560
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 756
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 756
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 196
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet196 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletAZ
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletAMG NATIONAL TRUST BANK Telephone no.bullet (303) 694-2190
    Located atbullet6501 E BELLEVIEW AVE SUITE 400ENGLEWOODCO ZIP+4bullet80111
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOEL W JOHNSON TRUSTEE
    1.00     		0 0 0
    10813 E WINDGATE PASS DRIVE
    SCOTTSDALE,AZ85255
    ELIZABETH B JOHNSON TRUSTEE
    1.00     		0 0 0
    10813 E WINDGATE PASS DRIVE
    SCOTTSDALE,AZ85255
    KATHERINE E JOHNSON POTTER TRUSTEE
    1.00     		0 0 0
    13 GOULDING ST E
    SHERBORN,MA01770
    DR GEOFFREY B JOHNSON TRUSTEE
    1.00     		0 0 0
    5453 HAWTHORN HILL LANE NE
    ROCHESTER,MN55906
    PETER J JOHNSON TRUSTEE
    1.00     		0 0 0
    10813 E WINDGATE PASS DRIVE
    SCOTTSDALE,AZ85255
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NOT APPLICABLE 0
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NOT APPLICABLE 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,921,413
    b
    Average of monthly cash balances.......................
    1b
    120
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,921,533
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    2,921,533
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    43,823
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,877,710
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    143,886
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    143,886
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    560
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    560
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    143,326
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    143,326
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    143,326
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    146,963
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    146,963
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    560
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    146,403
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 143,326
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007....... 14,039
    d From 2008....... 30,177
    e From 2009....... 7,107
    fTotal of lines 3a through e......... 51,323
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 146,963
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 143,326
    e Remaining amount distributed out of corpus 3,637
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 54,960
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		54,960
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007.... 14,039
    c Excess from 2008.... 30,177
    d Excess from 2009.... 7,107
    e Excess from 2010.... 3,637
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN CANCER SOCIETY
    PO BOX 22718
    OKLAHOMA CITY,OK731231718     		NONE EXEMPT COMMUNITY 100
    AMERICAN RED CROSS
    6135 N BLACK CANYON HWY
    PHOENIX,AZ85015     		NONE EXEMPT COMMUNITY 2,500
    ARIZONA PSYCHOLOGICAL ASSOCIATION
    3933 S MCCLINTOCK DR STE 505
    TEMPE,AZ85272     		NONE EXEMPT MEDICAL 100
    AUSTIN MEDICAL CENTER FOUNDATION
    1000 1ST DR NW
    AUSTIN,MN55912     		NONE EXEMPT SCIENCE 1,000
    CHILDREN'S CANCER RESEARCH FUND
    7301 OHMS LANE SUITE 460
    MINNEAPOLIS,MN55439     		NONE EXEMPT COMMUNITY 100
    DORSET CONGREGATIONAL CHURCH
    200 MAPLE HILL LN
    DORSET,VT05251     		NONE EXEMPT RELIGIOUS 50
    DORSET LIBRARY
    PO BOX 38 ROUTE 30
    DORSET,VT05251     		NONE EXEMPT COMMUNITY 100
    EATON CANYON NATURE CENTER
    1750 N ALTADENA DR
    PASADENA,CA91107     		NONE EXEMPT COMMUNITY 100
    FRIENDS OF DICKINSON COUNTY TRAILS
    PO BOX 304
    OKOBOJI,IA51355     		NONE EXEMPT COMMUNITY 7,500
    FRIENDS OF JCH NATURE CENTER
    9601 FOSSIL RIDGE RD
    FORT WORTH,TX76135     		NONE EXEMPT COMMUNITY 250
    HOME OF TRUTH
    1300 GRAND STREET
    ALAMEDA,CA94501     		NONE EXEMPT RELIGIOUS 5,000
    HORMEL FOUNDATION
    301 N MAIN
    AUSTIN,MN55912     		NONE EXEMPT COMMUNITY 20,000
    HOWARD BUSINESS SCHOOL
    2400 6TH STREET NORTHWEST
    WASHINGTON,DC200590002     		NONE EXEMPT EDUCATIONAL 250
    LAKES ART CENTER
    2201 HWY 71
    OKOBOJI,IA513557715     		NONE EXEMPT COMMUNITY 135
    LEUKEMIA AND LYMPHOMA
    3877 N 7TH ST
    PHOENIX,AZ85014     		NONE EXEMPT SCIENCE 500
    MAYO CLINIC
    200 FIRST ST SW
    ROCHESTER,MN55905     		NONE EXEMPT SCIENCE 25,000
    MDA
    3300 E SUNRISE DRIVE
    TUCSON,AZ85718     		NONE EXEMPT SCIENCE 100
    MILFORD UNITED METHODIST CHURCH
    541 MAIN STREET
    MILFORD,OH451501172     		NONE EXEMPT RELIGIOUS 100
    NATIONAL MULTIPLE SCLEORSIS SOCIETY
    733 THIRD AVE 3RD FLOOR
    NEW YORK,NY10017     		NONE EXEMPT COMMUNITY 100
    NEW ENGLAND DISABLED SPORTS
    PO BOX 26
    LINCOLN,NH03251     		NONE EXEMPT COMMUNITY 500
    PMC-THE JIMMY FUND
    C/O DANA-FARBER CANCER INSTITUTE PO
    BOX 849168
    BOSTON,MA022849168     		NONE EXEMPT MEDICAL 50
    ROCHESTER MONTESORRI SCHOOL
    5099 7TH ST NW
    ROCHESTER,MN55901     		NONE EXEMPT COMMUNITY 1,000
    RONALD MCDONALD HOUSE
    ONE KROC DRIVE
    OAK BROOK,IL60523     		NONE EXEMPT COMMUNITY 100
    SALVATION ARMY
    615 SLATERS LANE
    ALEXANDRIA,VA22313     		NONE EXEMPT COMMUNITY 500
    SANTA CLARA UNIVERSITY
    500 EL CAMINO REAL
    SANTA CLARA,CA95053     		NONE EXEMPT EDUCATIONAL 1,000
    SHEPHERD OF THE HILLS UCCC
    5524 E LAFAYETTE BLVD
    PHOENIX,AZ85018     		NONE EXEMPT RELIGIOUS 19,300
    SOUTHWEST CONFERENCE UNITED CHURCH OF CHRIST
    4423 N 24TH ST SUITE 600
    PHOENIX,AZ85016     		NONE EXEMPT RELIGIOUS 100
    TEAM FOR KIDS
    C/O NY ROAD RUNNERS YOUTH PROGRAMS
    845 THRID AVENUE 11TH FLOOR
    NEW YORK,NY10022     		NONE EXEMPT COMMUNITY 250
    THE ALBAN INSTITUTE
    2121 COOPERATIVE WAY SUITE 100
    HERNDON,VA20171     		NONE EXEMPT RELIGIOUS 100
    THE CENTER FOR PROGRESSIVE CHRISTIANITY
    4916 PT FOSDICK DR NW 148
    GIG HARBOR,WA98335     		NONE EXEMPT RELIGIOUS 100
    TRINITY REGIONAL MEDICAL CENTER HOSPICE PROGRAM
    802 KENYON ROAD
    FORT DODGE,IA50501     		NONE EXEMPT MEDICAL 100
    TRUSTEES OF HAMILTON COLLEGE
    198 COLLEGE HILL RD
    CLINTON,NY13323     		NONE EXEMPT EDUCATIONAL 41,000
    UNITED WAY OF MOWER CO
    301 NORTH MAIN ST
    AUSTIN,MN55912     		NONE EXEMPT COMMUNITY 5,000
    USSGA MEMORIAL FUND
    88 FIELD POINT RD
    GREENWICH,CT06830     		NONE EXEMPT COMMUNITY 100
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481     		NONE EXEMPT EDUCATIONAL 10,000
    WELLESLEY CENTERS FOR WOMEN
    106 CENTRAL ST
    WELLESLEY,MA02481     		NONE EXEMPT COMMUNITY 1,000
    YALE DIVINITY COLLEGE
    409 PROSPECT ST
    NEW HAVEN,CT06511     		NONE EXEMPT RELIGIOUS 1,000
    YMCA -CAMP FOSTER-BEDELL AMILY YMCA
    1900 41ST STREET
    SPIRIT LAKE,IA513607626     		NONE EXEMPT COMMUNITY 500
    Total .................................bullet 3a 144,685
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 30,097  
    4 Dividends and interest from securities....     18 33,623  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     01    
    8Gain or (loss) from sales of assets other than inventory     18 -18,079  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 45,641 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    1345,641
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEE 4,300 2,150   2,150
    MISCELLANEOUS FEES 256 128   128

    TY 2010 InvestmentsOtherSchedule2
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALLIANCEBERNSTEIN INTL GROWTH FUND AT COST 90,040 67,316
    AMER CENT INTL BOND FUND #992 AT COST 50,418 49,926
    AMG NATIONAL TRUST BANK SWEEP AT COST 1 1
    ASTON/RIVER RD SMALL CAP VAL CL N AT COST 48,383 42,050
    BUFFALO SMALL CAP FUND #1444 AT COST 69,724 64,806
    CALAMOS GROWTH FUND CLASS A #606 AT COST 310,590 297,722
    CAUSEWAY INTERNATL VALUE FUND INST #1271 AT COST 100,040 62,035
    CHAMPLAIN SMALL CO FD-ADV AT COST 40,760 45,381
    COHEN & STEERS REALTY AT COST 33,020 34,527
    DELAFIELD FUND INC AT COST 41,740 45,358
    DODGE & COX STOCK FUND #145 AT COST 288,140 197,165
    FMI COMMON STOCK FUND AT COST 30,119 32,338
    GOLDMAN SACHS FS TIF US TREASURY INSTL #506 AT COST 98,854 98,854
    HARBOR MID CAP VALUE FUND #023 AT COST 88,213 80,544
    HARDING LOEVNER EMERG MKTS AT COST 117,520 125,186
    MARSICO FOCUS FUND #40 AT COST 310,590 286,625
    MERIDIAN GROWTH FUND #75 AT COST 62,558 69,512
    OAKMARK INTERNATIONAL FUND (HARRIS) #109 AT COST 75,040 74,084
    PIMCO HIGH YIELD INST #108 AT COST 234,980 281,000
    PIMCO LOW DURATION FUND #36 AT COST 36,120 40,051
    ROYCE PREMIER FUND AT COST 30,120 33,982
    RS GLOBAL NATURAL RESOURCE # 1474 AT COST 15,839 19,487
    RS VALUE FUND - A AT COST 131,347 119,468
    T ROWE PRICE EMERGING MARKETS BOND FUND # 110 AT COST 27,880 27,294
    T ROWE PRICE INTERNATIONAL BOND #76 AT COST 94,140 95,834
    T ROWE PRICE MID-CAP GROWTH #64 AT COST 70,506 73,607
    THIRD AVENUE INTERNATIONAL VALUE AT COST 159,247 134,022
    USAA PRECIOUS METALS AND MINERALS FUND AT COST 33,019 31,853
    VANGUARD ENERGY FUND INVESTOR SHS #51 AT COST 21,580 192,538
    WILLIAM BLAIR INTL GROWTH-I AT COST 119,770 91,428
    3M CO AT COST 9,551 12,859
    AMG NATIONAL TRUST BANK SWEEP AT COST 24,828 24,828
    AT&T INC AT COST 11,353 13,133
    BP AMOCO PLC AT COST 11,805 9,143
    CHEVRONTEXACO AT COST 10,818 13,870
    COCA-COLA CO AT COST 8,501 12,628
    CONOCOPHILLIPS AT COST 10,171 14,914
    DUKE ENERGY HLDG CORP AT COST 10,966 10,882
    ELI LILLY & CO AT COST 6,605 6,728
    EMERSON ELECTRIC CO AT COST 9,329 15,722
    EXXON MOBIL CORP COM AT COST 15,497 15,940
    FEDERATED INVESTORS AT COST 7,792 7,877
    FIRSTENERGY CORP COM AT COST 11,011 9,773
    FOOT LOCKER INC. AT COST 7,105 13,597
    GENERAL ELEC CO COM AT COST 22,800 12,657
    GLAXO SMITHKLINE PLC ADR AT COST 22,199 17,963
    HOME DEPOT AT COST 6,875 9,116
    INTEL CORP AT COST 12,194 16,382
    JPMORGAN CHASE & CO & CO AT COST 14,580 13,193
    KIMBERLY-CLARK CORP KIMBERLY CLARK CORP AT COST 9,488 10,086
    KRAFT FOODS INC AT COST 6,382 6,964
    MCDONALDS CORP COM AT COST 6,469 9,058
    MERCK & CO. INC. AT COST 5,994 6,884
    NOKIA CORPORATION AT COST 11,812 8,060
    PFIZER COMMON STOCK AT COST 22,510 16,302
    PHILIP MORRIS INTERNATIONAL AT COST 10,075 15,101
    SANOFI-AVENTIS-ADR AT COST 11,297 10,926
    SUN LIFE FINANCIAL AT COST 3,240 3,431
    TAIWAN SEMICONDUCTOR ADR AT COST 12,591 14,935
    TELECOMMUNICACOES DE S P-ADR AT COST 3,482 3,768
    TIME WARNER CABLE AT COST 7,908 15,583
    TOTAL SA-SPON ADR AT COST 11,305 11,177
    TURKCELL ILETISIM HIZMET ADR AT COST 4,831 5,036

    TY 2010 OtherLiabilitiesSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSITS IN TRANSIT 0 32,704


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGT FEES 4,978 4,978   0


    TY 2010 TaxesSchedule
    Name:
    JW JOHNSON FAMILY CHARITABLE TRUST
    EIN: 20-7203295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 472 472   0
    2010 ESTIMATED TAX 700 0   0