Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ARTHUR L BUD JOHNSON IN MEMORY OF
ELAINE V JOHNSON FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)3881 E BIRCHWOOD PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHANDLER, AZ85249
A Employer identification number

36-3739494
B Telephone number (see instructions)

(480) 632-8693
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$29,079,182J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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 123 123  
4 Dividends and interest from securities... 387,056 387,056  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 653,075
b Gross sales price for all assets on line 6a 2,303,091
7 Capital gain net income (from Part IV, line 2)... 653,075
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)....... Click to see attachment 225,074 225,074  
12 Total. Add lines 1 through 11........ 1,265,328 1,265,328  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 248,594 103,760   144,834
14 Other employee salaries and wages...... 5,300     5,300
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,500     4,500
c Other professional fees (attach schedule).... Click to see attachment 19,103 19,103    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 28,790 28,790    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 43,238     6,529
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 349,525 151,653   161,163
25 Contributions, gifts, grants paid....... 1,148,020 1,148,020
26 Total expenses and disbursements. Add lines 24 and 25 1,497,545 151,653   1,309,183
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -232,217
b Net investment income (if negative, enter -0-) 1,113,675
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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 Savings and temporary cash investments......... 787,950 833,074 833,074
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 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)....... 6,262,217 Click to see attachment5,995,065 25,181,371
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).......... 996,949 Click to see attachment986,760 3,064,737
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) 8,047,116 7,814,899 29,079,182
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)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 8,047,116 7,814,899
29 Total net assets or fund balances (see instructions)..... 8,047,116 7,814,899
30 Total liabilities and net assets/fund balances (see instructions). 8,047,116 7,814,899
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,047,116
2
Enter amount from Part I, line 27a .....................
2
-232,217
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,814,899
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,814,899
Form 990-PF (2020)
Form 990-PF (2020)
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 7064 SH THIRD AVENUE REAL ESTATE VAL P 2013-11-06 2020-04-08
b 100 SH THERMO FISHER SCNTFC P 1999-10-15 2020-06-23
c 9 SH CISCO SYSTEMS INC P 1998-01-12 2020-07-16
d 22 SH CROWN CASTLE INTL P 2019-09-16 2020-07-21
e 46 SH VENTAS INC P 2019-09-16 2020-11-18
7837 SH CARILLON SCOUT INTL FD P 1999-07-07 2020-04-08
200 SH THERMO FISHER SCNTFC P 1999-10-15 2020-09-10
316 SH CISCO SYSTEMS INC P 1998-01-12 2020-07-16
433 SH FORD MOTOR CO P 2019-09-16 2020-04-21
49 SH VENTAS INC P 2019-09-16 2020-11-19
29893 SH OAKMARK INTL P 2001-12-17 2020-04-08
75 SH THERMO FISHER SCNTFC P 1999-10-15 2020-10-12
1428 SH CISCO SYSTEMS INC P 1998-01-12 2020-10-27
7 SH HOME DEPOT INC P 2019-09-16 2020-05-18
31 SH VIATRIS INC P 2019-09-16 2020-12-16
3955 SH THIRD AVENUE REAL ESTATE VAL P 2003-04-21 2020-04-08
944 SH UNITED NATURAL FOODS P 2004-08-06 2020-03-18
120 SH MICROSOFT CORP P 2000-04-14 2020-07-16
31 SH LIBERTY PROPERTY TRUST P 2019-09-16 2020-01-14
10 SH WALMART INC P 2019-09-16 2020-12-16
.32 SH RAYTHEON TECHNOLOGIES CO P 2001-05-16 2020-04-06
400 SH XILINX INC P 1999-07-07 2020-10-12
90 SH RAYTHEON CO P 2001-05-16 2020-01-30
27 SH LIBERTY PROPERTY TRUST P 2019-09-16 2020-01-15
50 SH APPLE INC P 2019-07-23 2020-06-23
35 SH ADOBE INC P 2020-04-20 2020-07-16
.98 RAYTHEON TECHNOLOGIES CO P 2001-05-16 2020-04-06
35 SH LIBERTY PROPERTY TRUST P 2019-09-16 2020-01-16
200 SH APPLE INC P 2019-07-23 2020-09-10
63 SH APPLE INC P 2019-07-30 2020-07-16
1038 SH RAYTHEON TECHNOLOGIES CO P 2001-05-16 2020-11-17
28 SH MICROSOFT CORP P 2019-09-16 2020-02-21
50 SH MICROSOFT CORP P 2000-05-15 2020-06-23
804 SH DELTA AIR LINES INC P 2019-07-30 2020-03-26
60 SH THERMO FISHER SCNTFC P 1999-10-15 2020-01-30
39 SH STEEL DYNAMICS INC P 2019-09-16 2020-05-18
50 SH MICROSOFT CORP P 2000-05-15 2020-09-10
9493 SH DODGE & COX INCOME P 2020-01-30 2020-03-26
65 SH THERMO FISHER SCNTFC P 1999-10-15 2020-07-16
28 SH STEEL DYNAMICS INC P 2019-09-16 2020-05-19
80 SH NEXTERRA ENERGY INC P 1997-12-22 2020-01-29
20 SH DODGE & COX INCOME P 2020-01-30 2020-07-16
12 SH AIR PROD & CHEMICALS P 2019-09-16 2020-08-18
29 SH STEEL DYNAMICS INC P 2019-09-16 2020-05-20
355 SH NEXTERRA ENERGY INC P 1997-12-22 2020-03-18
682 SH DUPONT DE NEMOURS INC P 2019-07-30 2020-01-30
17 SH AMERIPRISE FINL P 2019-09-16 2020-04-21
22 SH AMER ELECTRIC PWR CO P 2019-09-16 2020-10-21
175 SH RAYTHEON CO P 2001-05-16 2020-01-29
3109 SH FMI INTERNATIONAL P 2019-09-09 2020-01-30
16 SH AMERIPRISE FINL P 2019-09-16 2020-06-17
22 SH AMER ELECTRIC PWR CO P 2019-09-16 2020-10-22
.66 SH RAYTHEON TECHNOLOGIES CO P 2001-05-16 2020-04-06
4922 VANGUARD INTL HGH DIV P 2019-07-30 2020-03-26
16 SH AMERIPRISE FINL P 2019-09-16 2020-06-18
21 SH AMER ELECTRIC PWR CO P 2019-09-16 2020-10-23
500 SH RAYTHEON TECHNOLOGIES CO P 2001-05-16 2020-10-12
485 SH ANALOG DEVICES INC P 1999-07-07 2020-11-17
21 SH ARTHUR J GALLAGHER P 2019-09-16 2020-03-18
56 SH SCHLUMBERGER LTD P 2019-09-16 2020-09-17
150 SH THERMO FISHER SCNTFC P 1999-10-15 2020-01-29
688 SH BANK OF AMERICA CORP P 2000-11-08 2020-10-27
11 SH CROWN CASTLE INTL P 2019-09-16 2020-03-18
69 SH VALERO ENERGY CORP P 2019-09-16 2020-09-17
(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 136,201   207,203 -71,002
b 35,694   1,328 34,366
c 408   78 330
d 3,687   2,993 694
e 2,275   3,214 -939
109,017   84,007 25,010
84,968   2,656 82,312
14,335   2,748 11,587
2,094   4,074 -1,980
2,347   3,424 -1,077
487,558   419,999 67,559
35,245   996 34,249
52,454   12,418 40,036
1,730   1,621 109
562   480 82
76,258   65,341 10,917
11,517   17,937 -6,420
24,416   4,387 20,029
1,890   1,578 312
1,454   1,163 291
18   4 14
47,611   11,652 35,959
20,162   2,574 17,588
1,677   1,374 303
18,569   10,443 8,126
14,900   10,390 4,510
56   12 44
2,189   1,781 408
23,295   10,443 12,852
24,268   13,151 11,117
71,718   12,715 59,003
5,014   3,816 1,198
10,180   1,713 8,467
25,490   50,097 -24,607
19,097   797 18,300
935   1,237 -302
10,516   1,713 8,803
128,924   134,973 -6,049
25,426   863 24,563
685   888 -203
21,164   4,650 16,514
308   312 -4
3,457   2,622 835
720   920 -200
77,270   20,635 56,635
36,311   49,172 -12,861
1,807   2,510 -703
1,991   2,012 -21
39,836   5,005 34,831
98,850   100,000 -1,150
2,424   2,363 61
2,023   2,012 11
37   8 29
227,017   297,190 -70,173
2,395   2,363 32
1,929   1,921 8
30,200   6,125 24,075
66,199   11,806 54,393
1,476   1,824 -348
1,056   2,206 -1,150
50,272   1,992 48,280
16,528   17,038 -510
1,561   1,501 60
3,347   5,548 -2,201
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       -71,002
b       34,366
c       330
d       694
e       -939
      25,010
      82,312
      11,587
      -1,980
      -1,077
      67,559
      34,249
      40,036
      109
      82
      10,917
      -6,420
      20,029
      312
      291
      14
      35,959
      17,588
      303
      8,126
      4,510
      44
      408
      12,852
      11,117
      59,003
      1,198
      8,467
      -24,607
      18,300
      -302
      8,803
      -6,049
      24,563
      -203
      16,514
      -4
      835
      -200
      56,635
      -12,861
      -703
      -21
      34,831
      -1,150
      61
      11
      29
      -70,173
      32
      8
      24,075
      54,393
      -348
      -1,150
      48,280
      -510
      60
      -2,201
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 2 653,075
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 instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -90,815
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 15,480
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 15,480
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,480
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 27,400
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 27,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 11,920
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet11,920 RefundedBullet 11  
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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 instructions)
    bulletIL, AZ
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.ALJFOUNDATION.ORG
    14
    The books are in care ofbulletDAVID HAMMERSLAG Telephone no.bullet (480) 632-8693

    Located atbullet3881 E BIRCHWOOD PLACECHANDLERAZ ZIP+4bullet85249
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 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 2020?.............
    1c
     
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? See 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 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 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
    SALLY MODE TRUSTEE
    40.00     		173,626 0 0
    815 DORR AVE
    RHINELANDER,WI54501
    DAVID HAMMERSLAG TRUSTEE
    15.00     		74,968 0 0
    3881 E BIRCHWOOD PLACE
    CHANDLER,AZ85249
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see 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.............bullet  
    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  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see 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
    23,756,249
    b
    Average of monthly cash balances.......................
    1b
    987,356
    c
    Fair market value of all other assets (see instructions)................
    1c
    305,491
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,049,096
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    25,049,096
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    375,736
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,673,360
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,233,668
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,233,668
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    15,480
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,480
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,218,188
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,218,188
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,218,188
    Part XII
    Qualifying Distributions (see 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
    1,309,183
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    1,309,183
    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 instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,309,183
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,218,188
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 70,098
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,309,183
    a Applied to 2019, but not more than line 2a 70,098
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 1,218,188
    e Remaining amount distributed out of corpus 20,897
    5 Excess distributions carryover applied to 2020.    
    (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 20,897
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		20,897
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 20,897
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see 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 or e-mail address of the person to whom applications should be addressed:
    DAVID HAMMERSLAG
    3881 E BIRCHWOOD PLACE
    CHANDLER,AZ85249
    (602) 538-5810
    bThe form in which applications should be submitted and information and materials they should include:
    FOR FORMS SEE WWW.ALJFOUNDATION.ORG
    cAny submission deadlines:
    GRANT APPLICATIONS MUST BE RECEIVED ON OR BEFORE AUGUST 1.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATION MUST: 1) FACILITATE PROVIDING THE HANDICAPPED WITH ANIMALS THAT ASSIST WITH DAILY LIVING OR 2) CONTRIBUTE TO OR FACILITATE NATURE AND/OR WILDLIFE PRESERVATION.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    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
    ARIZONA CENTER FOR NATURE
    455 N GALVIN PKWY
    PHOENIX,AZ85008     		NONE PUBLIC NATURE CONSERVATION 32,316
    ASSOCIATION OF ZOOS AND A
    8403 COLESVILLE RD
    SILVER SPRING,MD20910     		NONE PUBLIC NATURE CONSERVATION 100,000
    AUDOBON ARIZONA
    3131 S CENTRAL AVE
    PHOENIX,AZ85040     		NONE PUBLIC NATURE CONSERVATION 35,000
    BOK TOWER GARDENS
    1151 TOWER BLVD
    LAKE WALES,FL33853     		NONE PUBLIC NATURE CONSERVATION 25,000
    CALIFORNIA STATE UNIV-STANISLAU FND
    ONE UNIVERSITY CIRCLE
    TURLOCK,CA95382     		NONE PUBLIC NATURE CONSERVATION 18,007
    CALIFORNIA ACADEMY OF SCIENCES
    55 MUSIC CONCOURSE DR
    SAN FRANCISCO,CA94118     		NONE PUBLIC NATURE CONSERVATION 25,000
    CENTRAL FLORIDA ZOOLOGICAL SOCIETY
    3755 W SEMINOLE BLVD
    SANFORD,FL32747     		NONE PUBLIC NATURE CONSERVATION 5,000
    CORAL REEF ALLIANCE
    1330 BROADWAY SUITE 600
    OAKLAND,CA94612     		NONE PUBLIC NATURE CONSERVATION 20,000
    DELAWARE ZOOLOGICAL SOCIETY
    1001 N PARK DR
    WILMINGTON,DE19802     		NONE PUBLIC NATURE CONSERVATION 10,000
    DENVER ZOOLOGICAL FOUNDATION
    2300 STEELE ST
    DENVER,CO80205     		NONE PUBLIC NATURE CONSERVATION 15,000
    FREEDOM SERVICE DOGS INC
    7193 S DILLON CT
    ENGLEWOOD,CO80112     		NONE PUBLIC HANDICAP ASSISTANCE 50,000
    FRIENDS OF TRACY AVIARY
    589 EAST 1300 SOUTH
    SALT LAKE CITY,UT84105     		NONE PUBLIC NATURE CONSERVATION 20,000
    IDAHO ZOOLOGICAL SOCIETY
    355 JULIA DAVIS DR
    BOISE,ID83702     		NONE PUBLIC NATURE CONSERVATION 15,000
    INTL CENTER FOR PRES OF WILD ANIMAL
    14000 INTERNATIONAL RD
    CUMBERLAND,OH43732     		NONE PUBLIC NATURE CONSERVATION 50,000
    INTERNATIONAL CRANE FOUNDATION
    11376 SHADY LANE RD
    BARABOO,WI53913     		NONE PUBLIC NATURE CONSERVATION 25,000
    INTERNATIONAL HEARING DOG INC
    5901 E 89TH AVE
    HENDERSON,CO80640     		NONE PUBLIC HANDICAP ASSISTANCE 10,000
    THE MARINE MAMMAL CENTER
    2000 BUNKER RD
    SAUSALITO,CA94965     		NONE PUBLIC NATURE CONSERVATION 5,000
    MONARCH RESEARCH PROJECT
    4970 LAKESIDE RD
    MARION,IA52302     		NONE PUBLIC NATURE CONSERVATION 29,250
    MONTEREY BAY AQUARIUM FOUNDATION
    886 CANNERY ROW
    MONTEREY,CA93940     		NONE PUBLIC NATURE CONSERVATION 20,000
    MOTE MARINE LABORATORY
    1600 KEN THOMPSON PKWY
    SARASOTA,FL34236     		NONE PUBLIC NATURE CONSERVATION 40,000
    NORTH CAROLINA AQUARIUM SOCIETY INC
    3125 POPLARWOOD CT SUITE
    RALEIGH,NC27604     		NONE PUBLIC NATURE CONSERVATION 40,000
    NAPA COUNTY LAND TRUST
    1700 SOSCOL AVE 20
    NAPA,CA94559     		NONE PUBLIC NATURE CONSERVATION 46,000
    NEW ENGLAND AQUARIUM
    1 CENTRAL WHARF
    BOSTON,MA02110     		NONE PUBLIC NATURE CONSERVATION 100,000
    THE OCCUPAWS GUIDE DOG ASSOCIATION
    PO BOX 45857
    MADISON,WI53528     		NONE PUBLIC HANDICAP ASSISTANCE 7,500
    THE PACIFIC FOREST TRUST
    1001 A OREILLY AVE
    SAN FRANCISCO,CA94129     		NONE PUBLIC NATURE CONSERVATION 41,667
    PENINSULA OPEN SPACE TRUST
    222 HIGH STREET
    PALO ALTO,CA94301     		NONE PUBLIC NATURE CONSERVATION 10,000
    SAGINAW VALLEY ZOOLOGICAL SOCIETY
    1730 S WASHINGTON AVE
    SAGINAW,MI48601     		NONE PUBLIC NATURE CONSERVATION 17,710
    SANTA BARBARA ZOOLOGICAL FOUNDATION
    500 NINOS DR
    SANTA BARBARA,CA93103     		NONE PUBLIC NATURE CONSERVATION 50,000
    SEMPERVIRENS FUND
    419 S SAN ANTONIO RD 211
    LOS ALTOS,CA94022     		NONE PUBLIC NATURE CONSERVATION 25,000
    UNIV OF WASHINGTON FOUNDATION
    407 GERBERDING HALL
    SEATTLE,WA98195     		NONE PUBLIC NATURE CONSERVATION 79,401
    VOICE OF ASIAN ELEPHANTS SOCIETY
    3415 S SEPULVEDA BLVD 11
    LOS ANGELES,CA90034     		NONE PUBLIC NATURE CONSERVATION 12,500
    WESTCHESTER LAND TRUST
    403 HARRIS RD 2408
    BEDFORD HILLS,NY10507     		NONE PUBLIC NATURE CONSERVATION 30,000
    WHALE AND DOLPHIN CONSERVATION
    7 NELSON ST
    PLYMOUTH,MA02360     		NONE PUBLIC NATURE CONSERVATION 55,869
    YOSEMITE FOUNDATION
    101 MONTGOMERY ST 170
    SAN FRANCISCO,CA94104     		NONE PUBLIC NATURE CONSERVATION 50,300
    WILDLIFE CONSERVATION NETWORK
    209 MISSISSIPPI ST
    SAN FRANCISCO,CA94107     		NONE PUBLIC NATURE CONSERVATION 20,000
    WISCONSIN'S GREEN FIRE
    PO BOX 1206
    RHINELANDER,WI54501     		NONE PUBLIC NATURE CONSERVATION 12,500
    Total .................................bullet 3a 1,148,020
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    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 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....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 123  
    4 Dividends and interest from securities....     14 387,056  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 225,074  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 653,075  
    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)..   1,265,328  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,265,328
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ARTHUR L BUD JOHNSON IN MEMORY OF
     
    ELAINE V JOHNSON FOUNDATION
    EIN:
    36-3739494
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    THOMAS, ZOLLARS & LYNCH 4,500     4,500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ARTHUR L BUD JOHNSON IN MEMORY OF
     
    ELAINE V JOHNSON FOUNDATION
    EIN:
    36-3739494
    Name of Stock End of Year Book Value End of Year Fair Market Value
    9744 SH ANALOG DEVICES INC 250,362 1,439,481
    7224 SH BANK OF AMERICA CORP 210,599 218,959
    2352 SH BOEING CO 96,158 503,469
    9408 SH CANADIAN NATL RY CO 89,442 1,033,469
    18408 SH CISCO SYSTEMS 319,275 823,758
    2520 SH COSTCO WHSL CORP 75,562 949,486
    20160 SH NEXTERA ENERGY INC 227,238 1,555,344
    2851 SH FEDEX CORP 448,736 740,177
    2856 SH INTL BUSINESS MACHINES 221,572 359,513
    5292 SH JOHNSON & JOHNSON 307,519 832,855
    1938 SH KRAFT HEINZ COMPANY 10,111 67,171
    6636 SH MICROSOFT CORP 179,115 1,475,979
    19612 SH RAYTHEON COMPANY 240,236 1,402,454
    19410 SH STARBUCKS CORP 274,873 2,076,482
    10752 SH THERMO FISHER SCIENTIFIC 155,527 5,008,066
    10080 SH XILINX INC 293,630 1,429,042
    29893 SH OAKMARK INTL FD    
    7837 SH SCOUT INTL FUND    
    11019 SH THIRD AVE REAL ESTATE    
    5812 SH MONDELEZ INTL INC 24,266 339,828
    205 SH CIGNA CORP 37,348 42,677
    1680 SH VISA INC 202,474 367,466
    30 SH ALPHABET INC CL C 32,934 52,556
    928 SH ANALOG DEVICES INC 22,589 137,093
    1140 SH APPLE INC 59,525 151,267
    255 SH BECTON DICKINSON 63,482 63,806
    85 SH BLACKROCK INC 40,667 61,331
    224 SH BOEING CO 7,063 47,949
    896 SH CANADIAN NATL RY CO 8,518 98,426
    1753 SH CISCO SYSTEMS INC 15,244 78,447
    240 SH COSTCO WHOLESALE CO 7,197 90,427
    190 SH ECOLAB INC 30,266 41,108
    660 SH EOG RESOURCES INC 50,850 32,914
    272 SH FEDEX CORP 29,289 70,617
    185 SH HOME DEPOT INC 39,420 49,140
    85 SH INTUIT INC 20,472 32,287
    619 SH JOHNSON & JOHNSON 44,243 97,418
    532 SH MICROSOFT CORP 18,229 118,327
    435 SH NEXTERA ENERGY INC    
    75 SH O REILLY AUTOMOTIVE 32,458 33,943
    385 SH PIONEER NATURAL RES 49,723 43,848
    550 SH RAYTHEON CO 6,737 39,331
    245 SH ROCKWELL AUTOMATION 40,471 61,448
    1373 SH STARBUCKS CORP 19,900 146,884
    265 SH STRYKER CORP 34,948 64,936
    499 SH THERMO FISHER SCIENTIFIC 6,627 232,424
    944 SH UNITED NATURALS FOODS    
    160 SH VISA INC 19,283 34,997
    395 SH XILINX INC 11,506 55,999
    940 SH SPDR S&P BIOTECH 80,225 132,333
    3615 SH VANGUARD SHORT-TERM BOND FD 300,138 299,684
    135 SH ADOBE INC 40,076 67,516
    485 SH ANALOG DEVICES INC    
    1548 SH APPLE INC 86,881 205,404
    688 SH BANK OF AMERICA    
    466 SH CANADIAN NATL RY CO 4,430 51,190
    1753 SH CISCO SYSTEMS INC    
    240 SH COSTCO WHOLESALE CO 7,196 90,427
    804 SH DELTA AIR LINES INC    
    682 SH DUPONT DE NEMOURS    
    272 SH FEDEX CORP 29,288 70,617
    272 SH IBM CORP 13,720 34,239
    504 SH JOHNSON & JOHNSON 29,410 79,320
    512 SH MICROSOFT CORP 17,544 113,879
    554 SH MONDELEZ INTL 2,497 32,392
    992 SH NEXTERA ENERGY INC 14,416 76,533
    535 SH RAYTHEON CO    
    431 SH STARBUCKS CORP 6,247 46,108
    348 SH THERMO FISHER SCIENTIFIC 4,622 162,091
    160 SH VISA INC 19,283 34,997
    4922 SH VANGAURD INTL HGH    
    3109 SH FMI INTL FD    
    2499 SH GLDMN SCH EQL WGHT US 129,372 144,467
    2643 SH ISHARES INTERNATIONAL 69,964 77,889
    2870 SH VANGUARD FTSE DEVELOPED 123,834 135,493
    965 SH VANGUARD INTL DIVIDEND 69,465 78,541
    640 SH VANGUARD TOTAL STOCK 79,443 124,570
    1362 SH BLACKROCK EMERGING MKTS 40,000 43,542
    5430 SH T ROWE PRICE SPECTRUM I 75,108 86,337
    239 SH AT&T INC 8,763 6,874
    60 SH ABBVIE INC 4,233 6,429
    129 SH AFLAC INC 6,672 5,737
    16 SH AIR PROD & CHEMICALS 3,496 4,372
    107 SH ALTRIA GROUP INC 4,422 4,387
    409 SH AMCOR PLC 4,572 4,814
    65 SH AMER ELECTRIC PWR CO    
    49 SH AMERIPRISE FINL    
    24 SH AMGEN INC 4,660 5,518
    58 SH ARTHUR J GALLAGHER & CO 5,039 7,175
    125 SH BANK OF AMERICA CORP 4,123 3,789
    13 SH BLACKROCK INC 5,684 9,380
    63 SH BRISTOL-MYERS SQUIBB 3,787 3,908
    9 SH BROADCOM INC 2,599 3,941
    43 SH CATERPILLAR INC 5,642 7,827
    CELANESE CORP 4,553 4,418
    82 SH CHEVRON CORP 10,133 6,925
    176 SH CISCO SYSTEMS INC 8,804 7,876
    55 SH CITIGROUP INC 4,098 3,391
    151 SH COMCAST CORP 6,752 7,912
    110 SH CONOCOPHILLIPS 4,904 4,399
    169 SH CORTEVA INC 4,162 6,544
    80 SH CVS HEALTH CORP 5,984 5,464
    49 SH EASTMAN CHEMICAL CO 3,657 4,914
    43 SH EMERSON ELECTRIC CO 2,815 3,456
    127 SH EXXON MOBIL CORP 9,377 5,235
    65 SH FNFV GROUP 2,532 2,541
    433 SH FORD MOTOR CO    
    26 SH GENERAL DYNAMICS CO 3,084 3,869
    76 SH GILEAD SCIENCES INC 5,003 4,428
    49 SH HOME DEPOT INC 11,348 13,015
    306 SH HP INC 5,724 7,525
    234 SH HUNTINGTON BANCSHS 3,415 2,955
    20 SH IBM CORP 2,856 2,518
    159 SH INTEL CORP 8,275 7,921
    55 SH INTERNATIONAL PAPER 2,327 2,735
    93 SH JP MORGAN CHASE 11,090 11,818
    78 SH JOHNSON & JOHNSON 10,176 12,276
    274 SH KEYCORP INC 5,005 4,496
    314 SH KINDER MORGAN INC 6,106 4,292
    13 SH LOCKHEED MATIN CORP 5,068 4,615
    47 SH LYONDELLBASELL INDS 4,135 4,308
    67 SH MEDTRONIC PLC 7,337 7,848
    94 SH MERCK & CO 7,690 7,689
    140 SH METLIFE INC 6,668 6,573
    48 SH MICROSOFT CORP 6,541 10,676
    109 SH MONDELEZ INTL 5,907 6,373
    63 SH PEPSICO INC 8,522 9,343
    251 SH PFIZER INC 8,793 9,239
    96 SH PHILIP MORRIS INTL 6,975 7,948
    67 SH PHILLIPS 66 6,932 4,686
    32 SH PNC FINL SERVICES 4,477 4,768
    99 SH PROCTOR & GAMBLE 11,970 13,775
    94 SH PRUDENTIAL FINL 8,431 7,339
    81 SH PUB SVC ENTERPRISE GP 3,973 4,722
    56 SH SCHLUMBERGER LTD    
    116 SH SOUTHERN CO 6,940 7,126
    96 SH STEEL DYNAMICS INC    
    127 SH COCA-COLA CO 6,861 6,965
    102 SH THOMSON REUTERS CORP 6,755 8,353
    98 SH TYSON FOODS INC 5,821 6,315
    167 SH US BANCORP 9,298 7,781
    69 SH VALERO ENERGY CORP    
    185 SH VERIZON COMMUNICATIONS 10,997 10,869
    87 SH WALMART INC 10,116 12,541
    208 SH WELLS FARGO BANK 10,143 6,277

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ARTHUR L BUD JOHNSON IN MEMORY OF
     
    ELAINE V JOHNSON FOUNDATION
    EIN:
    36-3739494
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    11044 SH EUROPACIFIC GROWTH FD AT COST 315,669 765,782
    29152 SH THE GROWTH FUND OF AMERICA AT COST 646,295 1,968,911
    393 SH BP PLC AT COST 8,945 8,064
    OIL LEASES AT COST   305,491
    33 SH CROWN CASTLE INTL CO AT COST 4,461 5,253
    93 SH LIBERTY PROPERTY TRUST AT COST    
    66 SH PROLOGIS INC AT COST 5,597 6,578
    95 SH VENTAS INC AT COST    
    66 SH WP CARREY INC AT COST 5,793 4,658

    TY 2020 OtherExpensesSchedule
    Name:
    ARTHUR L BUD JOHNSON IN MEMORY OF
     
    ELAINE V JOHNSON FOUNDATION
    EIN:
    36-3739494
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OTHER MANAGEMENT FEES 6,529     6,529
    FEDERAL INCOME TAXES 36,709      


    TY 2020 OtherIncomeSchedule2
    Name:
    ARTHUR L BUD JOHNSON IN MEMORY OF
     
    ELAINE V JOHNSON FOUNDATION
    EIN:
    36-3739494
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    DAYLIGHT PETROLEUM 893 893  
    CITIZEN ENERGY (ROAN) 224,181 224,181  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ARTHUR L BUD JOHNSON IN MEMORY OF
     
    ELAINE V JOHNSON FOUNDATION
    EIN:
    36-3739494
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL ADVISOR FEES 19,103 19,103    


    TY 2020 TaxesSchedule
    Name:
    ARTHUR L BUD JOHNSON IN MEMORY OF
     
    ELAINE V JOHNSON FOUNDATION
    EIN:
    36-3739494
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX-SCHWAB ACCT 5,668 5,668    
    ADR FEES-BP PLC 8 8    
    TAXES/OTHER DEDUCT-DAYLIGHT PETR 220 220    
    TAXES/OTHER DEDUCT-CITIZEN ENERG 22,894 22,894