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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
WALTER S JOHNSON FOUNDATION
C/O WHITTIER TRUST
Number and street (or P.O. box number if mail is not delivered to street address)505 MONTGOMERY STREET 1200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94111
A Employer identification number

23-7003595
B Telephone number (see instructions)

(626) 403-3288
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$147,199,043J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 99,643 99,643  
4 Dividends and interest from securities... 1,535,430 1,535,430  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,364,807
b Gross sales price for all assets on line 6a 32,746,461
7 Capital gain net income (from Part IV, line 2)... 13,364,807
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 12,007,864 12,007,864  
12 Total. Add lines 1 through 11........ 27,007,744 27,007,744  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 127,000 34,160   75,760
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 9,263 0   0
b Accounting fees (attach schedule)....... Click to see attachment 61,445 22,594   38,851
c Other professional fees (attach schedule).... Click to see attachment 1,193,430 766,430   405,650
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 369,798 61,515   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,396 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 43,823 0   43,823
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,806,155 884,699   564,084
25 Contributions, gifts, grants paid....... 7,044,000 6,518,000
26 Total expenses and disbursements. Add lines 24 and 25 8,850,155 884,699   7,082,084
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,157,589
b Net investment income (if negative, enter -0-) 26,123,045
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 496,803 1,458,460 1,458,460
3 Accounts receivable bullet13,750
Less: allowance for doubtful accounts bullet   24,502 13,750 13,750
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.......... 4,883 4,697 4,697
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 51,955,330 Click to see attachment67,074,787 89,943,166
c Investments—corporate bonds (attach schedule)....... 17,556,237 Click to see attachment19,429,279 19,413,469
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 22,912,991 Click to see attachment23,688,104 36,365,020
14 Land, buildings, and equipment: basis bullet8,040
Less: accumulated depreciation (attach schedule) bullet7,559 1,877 Click to see attachment481 481
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 92,952,623 111,669,558 147,199,043
Liabilities 17 Accounts payable and accrued expenses.......... 46,758 39,983
18 Grants payable................. 1,669,000 2,195,000
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 attachment466,705 Click to see attachment506,826
23 Total liabilities (add lines 17 through 22)......... 2,182,463 2,741,809
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........... 90,770,160 108,927,749
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    
29 Total net assets or fund balances (see instructions)..... 90,770,160 108,927,749
30 Total liabilities and net assets/fund balances (see instructions). 92,952,623 111,669,558
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
90,770,160
2
Enter amount from Part I, line 27a .....................
2
18,157,589
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
108,927,749
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 29 .
6
108,927,749
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES   2015-06-25 2021-11-19
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 31,369,502   19,381,654 11,987,848
b 1,376,959     1,376,959
c
d
e
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       11,987,848
b       1,376,959
c
d
e
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 13,364,807
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 363,110
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- ..... 5 363,110
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 326,818
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 361,818
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 210
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,502
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWSJF.ORG
    14
    The books are in care ofbulletWHITTIER TRUST COMPANY Telephone no.bullet (626) 403-3288

    Located atbullet505 MONTGOMERY ST SUITE 1200SAN FRANCISCOCA ZIP+4bullet941116545
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    HATHILY WINSTON PRESIDENT
    2.00     		16,000 0 500
    C/O WHITTIER TRUST 505 MONTGOMERY
    ST STE 1200
    SAN FRANCISCO,CA941116545
    NATE BRUCKNER TREASURER
    0.80     		16,000 0 500
    C/O WHITTIER TRUST 505 MONTGOMERY
    ST STE 1200
    SAN FRANCISCO,CA941116545
    KAITLYN TAMULONIS SECRETARY
    1.00     		16,000 0 500
    C/O WHITTIER TRUST 505 MONTGOMERY
    ST STE 1200
    SAN FRANCISCO,CA941116545
    JESSICA JOHNSON TRUSTEE
    0.50     		16,000 0 500
    C/O WHITTIER TRUST 505 MONTGOMERY
    ST STE 1200
    SAN FRANCISCO,CA941116545
    MARTIN SULLIVAN TRUSTEE
    0.50     		16,000 0 500
    C/O WHITTIER TRUST 505 MONTGOMERY
    ST STE 1200
    SAN FRANCISCO,CA941116545
    KATIE HAYDEN TRUSTEE
    0.50     		16,000 0 500
    C/O WHITTIER TRUST 505 MONTGOMERY
    ST STE 1200
    SAN FRANCISCO,CA941116545
    PETER LILLIVAND TRUSTEE
    0.50     		16,000 0 500
    C/O WHITTIER TRUST 505 MONTGOMERY
    ST STE 1200
    SAN FRANCISCO,CA941116545
    SANDY BRUCKNER VICE PRESIDENT
    0.25     		10,000 0 500
    C/O WHITTIER TRUST 505 MONTGOMERY
    ST STE 1200
    SAN FRANCISCO,CA941116545
    JEANEAL SOUTHERN ADJUNCT TRUSTEE
    0.25     		0 0 500
    C/O WHITTIER TRUST 505 MONTGOMERY
    ST STE 1200
    SAN FRANCISCO,CA941116545
    REBECCA BRUCKNER ADJUNCT TRUSTEE
    0.25     		0 0 500
    C/O WHITTIER TRUST 505 MONTGOMERY
    ST STE 1200
    SAN FRANCISCO,CA941116545
    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 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    WHITTIER TRUST COMPANY FOUNDATION & GRANT MANAGEMENT 427,000
    505 MONTGOMERY STREET STE 1200
    SAN FRANCISCO,CA94111
    UBS FINANCIAL SERVICES INVESTMENT COUNSEL & MANAGEMENT 262,359
    3001 DOUGLAS BLVD STE 160
    ROSEVILLE,CA95661
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    103,608,978
    b
    Average of monthly cash balances.......................
    1b
    767,587
    c
    Fair market value of all other assets (see instructions)................
    1c
    36,665,633
    d
    Total (add lines 1a, b, and c).........................
    1d
    141,042,198
    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
    141,042,198
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,115,633
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    138,926,565
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    6,946,328
    Part X
    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 IX, line 6..................
    1
    6,946,328
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    363,110
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    363,110
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,583,218
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,583,218
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    6,583,218
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 6,583,218
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 380,822
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 7,082,084
    a Applied to 2020, but not more than line 2a 380,822
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 6,583,218
    e Remaining amount distributed out of corpus 118,044
    5 Excess distributions carryover applied to 2021. 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 5 118,044
    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 instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		118,044
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 118,044
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    ASHLEY FONTANETTA
    505 MONTGOMERY ST STE 1200
    SAN FRANCISCO,CA94111
    (626) 403-3288
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION REQUESTS THAT APPLICANTS SUBMIT A NARRATIVE PROPOSAL WHICH DESCRIBES THE NEED TO BE ADDRESSED; THE METHOD OF OPERATION, GOALS & ANTICIPATED RESULTS OF THE PROJECT; BACKGROUND & DESCRIPTION OF THE SPONSORING AGENCY; THE TOTAL PROJECT BUDGET, OTHER SOURCES OF FUNDING & AMOUNT REQUESTED; COPY OF FEDERAL RULING LETTER GRANTING TAX EXEMPTION & PUBLIC CHARITY STATUS. THE FOUNDATION HAS FOUR GRANTMAKING CYCLES PER YEAR. DEADLINE FOR RECEIPT OF FULL PROPOSAL IS APPROXIMATELY 12 WEEKS BEFORE THE BOARD MEETING AT WHICH THE PROPOSAL IS TO BE CONSIDERED. APPLICANTS ARE URGED TO CALL OR SUBMIT A BRIEF INITIAL INQUIRY SEVERAL WEEKS BEFORE THE APPLICATION DEADLINE TO ALLOW ADEQUATE TIME FOR THE DEVELOPMENT OF A FULL PROPOSAL.
    cAny submission deadlines:
    12 WEEKS BEFORE THE BOARD MEETING THAT THE PROPOSAL IS TO BE CONSIDERED.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AREAS OF INTEREST-THE FOUNDATION SEEKS TO ASSIST DISADVANTAGED AND TRANSITION-AGED FOSTER YOUTH TO BECOME SUCCESSFUL ADULTS BY PROMOTING POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT SERVE THEM AND SUPPORTING HIGH IMPACT AND PROMISING PRACTICES. THE PRIORITY AREAS ARE, PROVISION OF SUPPORTING SERVICES AND PROMOTION OF SUCCESS IN COLLEGE AND CAREER. GRANT RANGE - NOT MORE THAN 1/3 OF AN ORGANIZATION'S BUDGET. LIMITATIONS - THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS, RELIGIOUS ORGANIZATIONS FOR SECTARIAN PURPOSES, SCHOLARSHIPS, MEMORIAL CAMPAIGNS, ENDOWMENT DRIVES, CAPITAL OR CONSTRUCTION PROJECTS, OR DEFICIT FUNDING. GEOGRAPHICAL AREAS SERVED - NORTHERN CALIFORNIA AND WASHOE AND CLARK COUNTIES, NEVADA.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ALLIANCE FOR CHILDREN'S RIGHTS
    3333 WILSHIRE BLVD SUITE 550
    LOS ANGELES,CA90010     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    AUSTIN PETS ALIVE
    1156 WEST CESAR CHAVEZ
    AUSTIN,TX78703     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 5,000
    BRONCO BENCH FOUNDATION
    500 EL CAMINO REAL
    SANTA CLARA,CA95050     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000
    CALIFORNIA COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION
    3525 DEL MAR HEIGHTS RD 243
    SAN DIEGO,CA92130     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 150,000
    CENTER FOR LAW AND SOCIAL POLICY (CLASP)
    1310 L ST NW SUITE 900
    WASHINGTON,DC20005     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    CHILDCARE RESOURCES OF INDIAN RIVER INC
    2300 5TH AVENUE SUITE 149
    VERO BEACH,FL32960     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000
    ETTIE LEE YOUTH & FAMILY SERVICES
    5146 N MAINE
    BALDWIN PARK,CA91706     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000
    FIND YOUR LIGHT FOUNDATION
    PO BOX 1760
    LOS ANGELES,CA90406     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000
    FIRST STAR ACADEMY
    2049 CENTURY PARK EAST SUITE 4320
    LOS ANGELES,CA90067     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    FOSTER KINSHIP
    3925 W CHEYENNE AVE SUITE 401
    LAS VEGAS,NV89032     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
    1102 Q STREET SUITE 4800
    SACRAMENTO,CA95811     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 174,000
    HAND TO HOLD
    13740 RESEARCH BLVD SUITE L5
    AUSTIN,TX78750     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 5,000
    IFOSTER
    PO BOX 159
    TRUCKEE,CA96160     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 150,000
    JOHN BURTON ADVOCATES FOR YOUTH
    235 MONTGOMERY STREET SUITE 1142
    SAN FRANCISCO,CA94104     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 500,000
    JUMA VENTURES
    131 STEUART STREET SUITE 201
    SAN FRANCISCO,CA94105     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 140,000
    LEGAL AID CENTER OF SOUTHERN NEVADA
    725 E CHARLESTON BLVD
    LAS VEGAS,NV89104     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    LUTHERAN SOCIAL SERVICES OF NORTHERN CALIFORNIA
    1465 CIVIC COURT BUILDING D SUITE
    810
    CONCORD,CA94520     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 150,000
    NEVADA SYSTEM OF HIGHER EDUCATION
    4300 S MARYLAND PKWY
    LAS VEGAS,NV89119     		  GOV TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 200,000
    ON THE MOVEVOICES
    780 LINCOLN AVE
    NAPA,CA94558     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 300,000
    OSCEOLA MAGNET SCHOOL
    1110 18TH AVE SW
    VERO BEACH,FL32962     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000
    PAWS IN NEED
    PO BOX 3436
    SAN RAMON,CA94583     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000
    SAN FRANCISCO RECREATION & PARKS
    501 STANYAN STREET
    SAN FRANCISCO,CA94117     		  GOV TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 12,000
    SPECIAL PROJECT FUND DAF
    505 MONTGOMERY STREET SUITE 650
    SAN FRANCISCO,CA94111     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 1,132,000
    TOGETHER WE RISE
    580 W LAMBERT RD A
    BREA,CA92821     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    WESTERN CENTER ON LAW AND POVERTY (WCLP)
    3701 WILSHIRE BLVD SUITE 208
    LOS ANGELES,CA90010     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    A SANCTUARY FOR MILITARY FAMILIES
    PO BOX 1563
    GRANBY,CO80446     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000
    BEYOND EMANCIPATION
    675 HEGENBERGER RD SUITE 100
    OAKLAND,CA94621     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 250,000
    BOYS AND GIRLS CLUB OF CONTRA COSTA
    1301 ALHAMBRA AVENUE
    MARTINEZ,CA94553     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 20,000
    CA ALLIANCE OF CAREGIVERS
    PO BOX 576
    SACRAMENTO,CA95812     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 70,000
    CA HOMELESS YOUTH PROJECT
    1225 8TH STREET SUITE 345
    SACRAMENTO,CA95814     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    CALIFORNIA COLLEGE PATHWAYS - GREATER HORIZONS
    1055 BROADWAY STE 130
    KANSAS CITY,MO64105     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 300,000
    CHILD CARE LAW CENTER
    1832 SECOND ST
    BERKELEY,CA94710     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 70,000
    CHILDREN'S LAW CENTER OF CA
    101 CENTRE PLAZA DRIVE
    MONTEREY PARK,CA91754     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 125,000
    CONTRA COSTA INTERFAITH HOUSING
    399 TAYLOR BLVD SUITE 115
    PLEASANT HILL,CA94523     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 75,000
    CSU LONG BEACH
    6300 STATE UNIVERSITY DRIVE 332
    LONG BEACH,CA90815     		  GOV TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 200,000
    HELP OF SOUTHERN NEVADA
    1640 E FLAMINGO RD STE 100
    LAS VEGAS,NV89119     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    JOHN MUIR LAND TRUST
    PO BOX 31
    MARTINEZ,CA94553     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    LAKELAND VOLUNTEERS IN MEDICINE INC
    600 WEST PEACHTREE STREET
    LAKELAND,FL33815     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000
    LAW FOUNDATION OF SILICON VALLEY
    4 NORTH SECOND STREET SUITE 1300
    SAN JOSE,CA95113     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    LEGAL SERVICES FUNDERS NETWORK
    350 FRANK H OGAWA PLAZA SUITE 701
    OAKLAND,CA94612     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 175,000
    LIFE LEARNING ACADEMY
    651 8TH STREET - TREASURE ISLAND
    SAN FRANCISCO,CA94130     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    THE MOCKINGBIRD SOCIETY
    2100 24TH AVE S SUITE 240
    SEATTLE,WA98144     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    NATIONAL CENTER FOR YOUTH LAW
    1212 BROADWAY ST SUITE 600
    OAKLAND,CA94612     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 75,000
    NEW CANAAN HISTORICAL SOCIETY
    13 OENOKE RIDGE
    NEW CANAAN,CT068404104     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 5,000
    NEW WAYS TO WORK INC
    1012 W BEVERLY BLVD 377
    MONTEBELLO,CA90640     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 200,000
    THE OPEN WINDOW SCHOOL
    6128 168TH PL SE BELLEVUE
    BELLEVUE,WA980065679     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000
    THINK OF US
    700 PENNSYLVANIA AVENUE SE
    WASHINGTON,DC20003     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    TRUSTEES OF DARTMOUTH COLLEGE
    DARTMOUTH COLLEGE FUND HB 6066
    HANOVER,NH03755     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 5,000
    UNITY CARE GROUP
    1400 PARKMOOR AVE SUITE 115
    SAN JOSE,CA95126     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 150,000
    UNIVERSITY OF CHICAGO
    6054 DREXEL AVENUE SUITE 300
    CHICAGO,IL60637     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 280,000
    UNIVERSITY OF NEVADA RENO
    1664 NORTH VIRGINIA STREET PSAC 450
    MS 0075
    RENO,NV89557     		  GOV TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    VETERANS COMMUNITY PROJECT
    8900 TROOST AVENUE
    KANSAS CITY,MO64131     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000
    Total .................................bullet 3a 6,518,000
    bApproved for future payment
    CALIFORNIA COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION
    3525 DEL MAR HEIGHTS RD 243
    SAN DIEGO,CA92130     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 150,000
    FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
    1102 Q STREET SUITE 4800
    SACRAMENTO,CA95811     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 145,000
    IFOSTER
    PO BOX 159
    TRUCKEE,CA96160     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 150,000
    JUMA VENTURES
    131 STEUART STREET SUITE 201
    SAN FRANCISCO,CA94105     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 60,000
    LEGAL AID CENTER OF SOUTHERN NEVADA
    725 E CHARLESTON BLVD
    LAS VEGAS,NV89104     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    ON THE MOVEVOICES
    780 LINCOLN AVE
    NAPA,CA94558     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    TOGETHER WE RISE
    580 W LAMBERT RD A
    BREA,CA92821     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION
    4505 S MARYLAND PKWY
    LAS VEGAS,NV89154     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    BEYOND EMANCIPATION
    675 HEGENBERGER RD SUITE 100
    OAKLAND,CA94621     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 150,000
    CA ALLIANCE OF CAREGIVERS
    PO BOX 576
    SACRAMENTO,CA95812     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 70,000
    CHILD CARE LAW CENTER
    1832 SECOND ST
    BERKELEY,CA94710     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 70,000
    CONTRA COSTA INTERFAITH HOUSING
    399 TAYLOR BLVD SUITE 115
    PLEASANT HILL,CA94523     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 75,000
    CSU LONG BEACH
    6300 STATE UNIVERSITY DRIVE 332
    LONG BEACH,CA90815     		  GOV TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    JOHN MUIR LAND TRUST
    PO BOX 31
    MARTINEZ,CA94553     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    LAW FOUNDATION OF SILICON VALLEY
    4 NORTH SECOND STREET SUITE 1300
    SAN JOSE,CA95113     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    LIFE LEARNING ACADEMY
    651 8TH STREET - TREASURE ISLAND
    SAN FRANCISCO,CA94130     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    NATIONAL CENTER FOR YOUTH LAW
    1212 BROADWAY ST SUITE 600
    OAKLAND,CA94612     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 75,000
    NEW WAYS TO WORK INC
    1012 W BEVERLY BLVD 377
    MONTEBELLO,CA90640     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 200,000
    THINK OF US
    700 PENNSYLVANIA AVENUE SE
    WASHINGTON,DC20003     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    UNITY CARE GROUP
    1400 PARKMOOR AVE SUITE 115
    SAN JOSE,CA95126     		  PC TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 50,000
    UNIVERSITY OF NEVADA RENO
    1664 NORTH VIRGINIA STREET 1664
    NORTH VIRGINIA STREET PSAC 450 MS 0
    RENO,NV89557     		  GOV TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000
    Total .................................bullet 3b 2,195,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 99,643  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 13,364,807  
    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) .. 54,093 26,953,651 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    27,007,744
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEES 24,150 6,038   18,112
    ACCOUNTING AND TAX PREPARATION 37,295 16,556   20,739

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    2 IPAD PROS 2016-08-01 2,544 2,247 SL 5.000000000000 297 0    
    1 IPAD PRO 2017-01-01 1,377 1,102 SL 5.000000000000 275 0    
    VIRTUAL MEETING EQUIPMENT 2017-08-01 4,119 2,814 SL 5.000000000000 824 0    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WESTERN ASSET FUND 6,671,905 6,716,193
    PIMCO ALL ASSET ALL AUTH FUND 1,245,925 1,239,252
    BLACKROCK HIGH YIELD BOND FUND 2,408,238 2,420,733
    CORE BOND 1,314,194 1,301,153
    SELECT BOND 1,323,496 1,313,057
    SCHWAB ETF FUND 1,916,946 2,055,371
    DOUBLE LINE TOTAL RETURN FUND 4,548,575 4,367,710

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMM SERVICES SELECT SECTOR SPDR ETG 1,509,398 1,398,551
    CONSUMER DISCRETIONALRY SELECT SECTOR SPDR FUND ETF 1,748,740 1,975,913
    CONSUMERS STAPLES SELECT SECTOR SPDR FUND ETF 423,428 514,169
    ENERGY SELECT SECTOR SPDR FUND ETF 450,104 524,475
    FINANCIAL SELECT SECTOR SPDR FUND ETF 1,750,379 1,793,332
    HEALTH CARE SELECT SECTOR SPDR FUND ETF 1,970,792 2,033,324
    INDUSTRIAL SELECT SECTOR SPDR FUND ETF 1,000,987 1,261,573
    MATERIALS SELECT SECTOR SPDR TRUST ETF 209,430 348,486
    REAL ESTATE SELECT SECT SPDR ETF 440,623 487,480
    TECHNOLOGY SELECT SECTOR SPDR ETF 3,868,526 4,267,465
    VANGUARD MID-CAP ETF 2,559,603 4,925,214
    VANGUARD RUSSELL 1000 ETF 2,464,851 2,587,464
    VANGUARD RUSSELL 2000 ETF 2,612,407 2,648,497
    ACCENTURE PLC IRELAND CL A 154,618 345,735
    ADYEN N V ADR 159,426 221,035
    AIA GROUP LTD SPON ADR 302,709 295,615
    ALCON INC CHF 182,016 266,413
    AMADEUS IT GROUP UNSPONSORED ADR 212,384 186,095
    AON PLC CL A 133,562 194,162
    ASML HLDG NV SPON ADR 134,936 476,888
    ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR 130,872 287,013
    ATLASSIAN CORP PLC CL A 230,715 205,897
    CANADIAN PAC RAILWAY LTD CAD 207,920 318,335
    CSL LTD SPON ADR 220,978 317,400
    DSV PANALPINA A/S ADR 161,284 391,697
    EPAM SYSTEMS INC 193,381 268,048
    EVOLUTION AB UNSPONSORED ADR 199,390 167,978
    EXPERIAN PLC SPON ADR 230,813 384,914
    FERRARI N V EUR 201,151 301,266
    ICON PLC EUR 188,556 310,319
    LASERTEC CORP ADR 190,864 351,322
    LI NING CO LTD ADR 161,763 155,686
    LONZO GROUP AG ADR 211,629 287,073
    LULULEMON ATHLETICA INC 147,872 265,403
    LVMH MOET HENNESSY LOUIS NEW 152,284 298,231
    METTLER-TOLEDO INTL 135,899 283,434
    NESTLE S A SPONSORED ADR 185,922 258,140
    PERNOD RICARD SA ADR 145,041 197,023
    RESMED INC 158,931 340,447
    SHENZHOU INTL GROUP HLDGS LTD UNSPONSORED ADR 183,148 155,002
    SHOPIFY INC CL A 69,727 279,610
    SIKA AG UNSPONSORED ADR 130,386 292,873
    STERIS PLC 140,884 241,219
    TAIWAN SEMICONDUCTOR MFG CO LTD ADR 156,134 417,355
    WUXI BIOLOGICS CAYMAN INC ADR 212,986 164,924
    ISHARES CORE S&P SMALL-CAP ETF 925,456 1,526,304
    VANGUARD MID-CAP ETF 2,089,945 3,163,479
    VANGUARD S&P 500 ETF 10,600,494 18,339,869
    BARON EMERGING MARKETS FUND INSTL CLASS 2,816,852 3,470,511
    CALVERT EMERGING MARKETS EQUITY FUND CLASS I 2,827,477 3,536,861
    UBS EMERGING MARKETS EQUITY OPPORTUNITY FUND CL P 3,229,554 3,318,011
    JOHN HANCOCK INTL GROWTH FUND CL I 6,792,965 8,147,685
    MORGAN STANLEY INST INTERNATIONAL OPP FUND CLASS I 5,818,022 9,169,662
    ALLEGION PLC 70,023 68,736
    ANSYS INC 54,203 55,355
    ASPEN TECHNOLOGY INC DEL CHANGE IN STATE OF INC 59,420 60,728
    BENTLEY SYSTEMS INC CL B 86,422 72,157
    BERKLEY W R CORP 80,948 82,225
    BRIGHT HORIZONS FAMILY 57,146 51,988
    CDW CORP 94,309 100,957
    CHARLES RIVER LABORATORIES 130,546 126,221
    CHEMED CORP NEW 52,267 55,020
    COOPER COMPANIES INC NEW 88,622 87,977
    COPART INC 88,779 85,210
    DUCK CREEK TECHNOLOGIES INC 29,271 29,267
    ELANCO ANIMAL HEALTH INC 55,814 48,842
    EQUIFAX INC 92,737 96,621
    EXPONENT INC 53,825 50,311
    FAIR ISAAC CORP 32,781 36,862
    HENRY JACK & ASSOC INC 44,180 46,423
    INTERACTIVE BROKERS GROUP INC CL A 67,632 72,034
    LENNOX INTL INC 70,423 71,035
    LPL FINL HLDGS INC COM 79,032 75,562
    MSCI INC 116,650 108,446
    NORDSON CORP 95,120 91,387
    POOL CORP 133,402 131,312
    ROLLINS INC 43,140 40,881
    SCOTTS MIRACLE GRO CO CL A 118,966 108,514
    SITEONE LANDSCAPE SUPPLY INC 132,636 126,955
    TELEDYNE TECHNOLOGIES INC 36,014 35,388
    TERADYNE INC 106,950 116,924
    THOR INDUSTRIES INC 82,405 75,337
    ZEBRA TECHNOLOGIES CORP CL A 148,334 148,205
    ABBVIE INC COM 42,551 52,400
    AGCO CORP 16,599 15,083
    AKAMAI TECHNOLOGIES INC 44,281 50,210
    ALLSTATE CORP 34,257 31,883
    AMERICAN WATER WORKS CO INC NEW 15,840 17,375
    AMERICAN WELL CORP CL A 4,944 3,570
    AMERIPRISE FINANCIAL INC 49,447 54,600
    APTIV PLC 50,492 52,289
    AZEK CO INC CL A 30,854 39,674
    BANK OZK 24,547 26,196
    BIO RAD LABORATORIES INC CL A 43,830 45,334
    BLOOM ENERGY CORP CL A 8,316 9,956
    CADENCE DESIGN SYSTEM 37,262 46,028
    CEINA CORP NEW 20,685 30,480
    COSTCO WHOLESALE CORP 49,677 63,015
    COURSERA INC 9,788 7,723
    DOLLAR TREE INC 31,407 39,486
    ECOLAB INC 23,853 26,039
    FORD MOTOR CO COM 18,393 23,969
    INCYTE CORP 13,803 15,341
    LAZARD LTD CL A 15,322 13,700
    MARAVAI LIFESCIENCES HLDGS CL A 14,050 13,618
    MARSH & MCLENNAN COS INC 41,900 46,931
    MEDTRONIC PLC 26,156 21,311
    MICRON TECHNOLOGY INC 12,055 14,625
    MICROSOFT CORP 90,836 105,268
    MONTROSE ENVIRONMENTAL GROUP 34,719 40,191
    MSA SAFETY INC COM 35,562 36,079
    NXP SEMICONDUCTORS N V COM EUR 43,557 50,795
    PROCTER & GAMBLE CO 25,474 29,772
    POLOGIS INC COM 36,908 48,824
    RIVIAN AUTOMOTIVE INC CL A 10,382 9,954
    SALESFORCE COM INC 37,311 34,816
    SHOALS TECHNOLOGIES GROUP INC CL A 11,500 10,109
    SOLAREDGE TECHNOLOGIES INC 5,443 5,892
    SOUTHWEST AIRLINES INC CL A 21,699 16,922
    SPROUTS FARMERS MARKETS INC 16,276 19,351
    SWEETGREEN INC CL A 19,777 14,848
    SYNCHRONY FINL 34,212 31,499
    TAKE TWO INTERACTIVE SOFTWRE 33,692 36,966
    TJX COS INCNEW 34,957 40,389
    UNITEDHEALTH GROUP INC 51,145 65,278
    VAIL RESORTS INC 17,083 16,395
    VERTEX PHARMACEUTICAL INC 25,313 30,085
    VISA INC CL A 52,559 50,493
    VMWARE INC CL A 52,168 40,094
    VOYA FINL INC COM 29,405 30,702
    WSTN DIGITAL CORP 29,727 33,714
    XILINX INC 36,537 50,675
    ADOBE INC 24,427 24,384
    AFFIRM HLDGS INC COM CL A 21,508 15,084
    ALAPHABET INC CL A 87,669 92,705
    AMER EXPRESS CO 40,593 38,773
    AMERICAN WATER WORKS CO INC NEW 30,441 33,617
    AMERICAN TOWER CORP REIT 32,540 36,562
    APPLE INC 77,855 97,131
    APTIV PLC 29,073 30,681
    AT&T INC 35,820 32,693
    AZEK CO IN CL A 9,240 11,514
    BALL CORP 35,145 36,679
    BLACKROCK INC 29,925 32,960
    BRISTOL MYERS SQUIBB CO 26,132 27,683
    CISCO SYSTEMS INC 35,857 42,648
    CVS HEALTH CORP 31,406 39,201
    DANAHER CORP 37,463 41,455
    DANIMIER SCIENTIFIC INC 3,260 1,883
    DEERE AND CO 19,794 20,231
    EATON CORP PLC 29,245 33,700
    ECOLAB INC 30,995 33,781
    ETSY INC 28,987 29,995
    GENL ELEC CO 40,046 36,938
    HUMANA INC 26,956 31,542
    JPMORGAN CHASE & CO 52,350 49,405
    LILLY ELI & CO 32,292 39,223
    LINDE PLC EUR 29,859 35,336
    MARVELL TECHNOLOGY INC 28,612 39,983
    MC CORMICK & CO NV 23,201 28,210
    MCDONALDS CORP 29,331 32,168
    MICROSOFT CORP 97,784 113,004
    MORGAN STANLEY 36,661 36,516
    N Y TIMESCO CL A 25,547 24,536
    NEXTERA ENERGY INC COM 38,553 45,000
    NIKE INC CL B 30,552 34,334
    NVIDIA CORP 26,767 38,234
    PROCTER & GAMBLE CO 44,716 52,346
    ROCKWELL AUTOMATION INC NEW 25,789 30,350
    TEXAS INSTRUMENTS 30,329 29,590
    UNION PACIFIC CORP 38,454 45,851
    VISA INC CL A 22,678 21,888
    WALT DISNEY CO 39,843 35,780
    WOLFSPEED INC 21,593 27,272
    WORKDAY INC CL A 28,737 30,596

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ENDOWMENT VENTURE PARTNERS V, L.P. AT COST 116,486 95,939
    COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI, L.P. AT COST 424,411 296,503
    COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VII, L.P. AT COST 625,489 1,452,507
    TIFF PARTNERS IV, LLC AT COST 37,785 9,570
    TIFF PRIVATE EQUITY PARTNERS 2008, LLC AT COST 1,761,681 1,147,748
    STADIUM CAPITAL PARTNERS, L.P. AT COST 3,802,708 4,689,504
    COLISEUM CAPITAL PARTNERS, L.P. AT COST 8,263,521 16,973,436
    EVERSIDE FOUNDERS FUND, L.P. AT COST 3,568,026 5,830,183
    EVERSIDE FOUNDERS FUND II L.P. AT COST 4,394,397 5,197,959
    EVERSIDE FOUNDERS FUND III L.P. AT COST 693,600 671,671

    TY 2021 LandEtcSchedule2
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    2 IPAD PROS 2,544 2,544 0  
    1 IPAD PRO 1,377 1,377 0  
    VIRTUAL MEETING EQUIPMENT 4,119 3,638 481  


    TY 2021 LegalFeesSchedule
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 9,263 0   0


    TY 2021 OtherExpensesSchedule
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 7,972 0   7,972
    MEMBERSHIP GRANTS 34,780 0   34,780
    WEBSITE EXPENSE 351 0   351
    OFFSITE STORAGE 720 0   720


    TY 2021 OtherIncomeSchedule2
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM PARTNERSHIPS AND OTHER INVESTMENTS - UBI 54,093 54,093 54,093
    INCOME FROM PARTNERSHIPS AND OTHER INVESTMENTS - NON-UBI 11,953,771 11,953,771 11,953,771


    TY 2021 OtherLiabilitiesSchedule
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Description Beginning of Year - Book Value End of Year - Book Value
    TAXES PAYABLE 466,705 506,826


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 262,359 262,359   0
    PARTNERSHIP & PRIVATE EQUITY MANAGEMENT FEES 498,089 498,089   0
    MISCELLANEOUS INVESTMENT FEES 5,982 5,982   0
    FOUNDATION & GRANT MANAGEMENT 427,000 0   405,650


    TY 2021 TaxesSchedule
    Name:
    WALTER S JOHNSON FOUNDATION
     
    C/O WHITTIER TRUST
    EIN:
    23-7003595
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 61,515 61,515   0
    FEDERAL EXCISE TAX ON NET INVESTMENT INCOME 302,371 0   0
    CORPORATE STATE TAXES 5,900 0   0
    OTHER TAXES 12 0   0