Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 STE 1200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA941116545
A Employer identification number

23-7003595
B Telephone number (see instructions)

(772) 321-2371
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$114,627,703J 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 right arrow.............
3 Interest on savings and temporary cash investments 124,157 124,157  
4 Dividends and interest from securities... 2,234,953 2,234,953  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 495,850
b Gross sales price for all assets on line 6a 15,788,120
7 Capital gain net income (from Part IV, line 2)... 495,850
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
List of Attached Documents:
// Content
4,956,354 4,956,354  
12 Total. Add lines 1 through 11........ 7,811,314 7,811,314  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 132,500 35,840   76,850
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,332 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
63,252 23,238   40,014
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,125,092 698,092   405,650
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
156,564 61,800   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
481 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,783 2,078   3,815
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,250 765   19,485
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,510,254 821,813   545,814
25 Contributions, gifts, grants paid....... 5,778,000 5,598,000
26 Total expenses and disbursements. Add lines 24 and 25 7,288,254 821,813   6,143,814
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 523,060
b Net investment income (if negative, enter -0-) 6,989,501
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 1,458,460 1,834,954 1,834,954
3 Accounts receivable right arrow30,836
Less: allowance for doubtful accounts right arrow   13,750 30,836 30,836
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 4,697 6,136 6,136
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 67,074,787 Click to see attachment
List of Attached Documents:
// Content
60,752,504 		60,451,105
c Investments—corporate bonds (attach schedule)....... 19,429,279 Click to see attachment
List of Attached Documents:
// Content
19,430,649 		16,425,563
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,688,104 Click to see attachment
List of Attached Documents:
// Content
30,278,225 		35,879,109
14 Land, buildings, and equipment: basis right arrow8,040
Less: accumulated depreciation (attach schedule) right arrow8,040 481 Click to see attachment
List of Attached Documents:
// Content
0 		0
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 111,669,558 112,333,304 114,627,703
Liabilities 17 Accounts payable and accrued expenses.......... 39,983 39,983
18 Grants payable................. 2,195,000 2,375,000
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
506,826 		Click to see attachment
List of Attached Documents:
// Content
5,545
23 Total liabilities (add lines 17 through 22)......... 2,741,809 2,420,528
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 108,927,749 109,912,776
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 108,927,749 109,912,776
30 Total liabilities and net assets/fund balances (see instructions). 111,669,558 112,333,304
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
108,927,749
2
Enter amount from Part I, line 27a .....................
2
523,060
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
461,967
4
Add lines 1, 2, and 3 ..........................
4
109,912,776
5
Decreases not included in line 2 (itemize) right arrow
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
109,912,776
Form 990-PF (2022)
Form 990-PF (2022)
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 P 2011-01-01 2022-12-31
b
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 15,788,120   15,292,270 495,850
b
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       495,850
b
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 2 495,850
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 97,154
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 97,154
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 97,154
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 90,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 110,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 12,846
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow12,846 Refundedright arrow 11 0
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWSJF.ORG
14
The books are in care ofright arrowWHITTIER TRUST COMPANY Telephone no.right arrow (626) 403-3288

Located atright arrow505 MONTGOMERY ST SUITE 1200SAN FRANCISCOCA ZIP+4right arrow941116545
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
NATE BRUCKNER PRESIDENT
2.00 		16,000 0 500
C/O WHITTIER TRUST 505 MONTGOMERY
ST STE 1200
SAN FRANCISCO,CA941116545
MONTY JOHNSON 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 		16,000 0 500
C/O WHITTIER TRUST 505 MONTGOMERY
ST STE 1200
SAN FRANCISCO,CA941116545
DAVID SHACKELTON ADJUNCT TRUSTEE
0.25 		0 0 0
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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 221,478
3001 DOUGLAS BLVD STE 160
ROSEVILLE,CA95661
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
87,585,584
b
Average of monthly cash balances.......................
1b
392,912
c
Fair market value of all other assets (see instructions)................
1c
33,987,634
d
Total (add lines 1a, b, and c).........................
1d
121,966,130
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
121,966,130
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,829,492
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
120,136,638
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,006,832
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
6,006,832
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
97,154
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
163,141
c
Add lines 2a and 2b............................
2c
260,295
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,746,537
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,746,537
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
5,746,537
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
6,143,814
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,143,814
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 5,746,537
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021...... 118,044
f Total of lines 3a through e ........ 118,044
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 6,143,814
a Applied to 2021, but not more than line 2a 0
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 2022 distributable amount..... 5,746,537
e Remaining amount distributed out of corpus 397,277
5 Excess distributions carryover applied to 2022. 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 5 515,321
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		515,321
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021.... 118,044
e Excess from 2022.... 397,277
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

AMERICAN BAR ASSOCIATION FUND FOR JUSTICE IN EDUCATION

1050 CONNECTICUT AVENUE NW SUITE
400
WASHINGTON DC,DC20036 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 60,000

AMERICAN BAR ASSOCIATION FUND FOR JUSTICE IN EDUCATION

1050 CONNECTICUT AVENUE NW SUITE
400
WASHINGTON DC,DC20036 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

ASPIRANET

400 OYSTER POINT BLVD STE 501
SOUTH SAN FRANCISCO,CA94080 		    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 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 150,000

BRONCO BENCH FOUNDATION

500 EL CAMINO REAL
SANTA CLARA,CA95050 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000

CA ALLIANCE OF CAREGIVERS

PO BOX 576
SACRAMENTO,CA95812 		    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 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 50,000

CALIFORNIA COLLEGE PATHWAYS - GREATER HORIZONS

1055 BROADWAY STE 130
KANSAS CITY,MO64105 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 300,000

CALIFORNIA COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION

3525 DEL MAR HEIGHTS RD 243
SAN DIEGO,CA92130 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 150,000

CHILD CARE LAW CENTER

1832 SECOND ST
BERKELEY,CA94710 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 70,000

CHILDREN NOW

1404 FRANKLIN STREET STE 700
OAKLAND,CA94612 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

UNIVERSITY OF SAN DIEGO (THROUGH CHILDRENS ADVOCACY INSTITUTE)

5998 ALCALA PARK ATTN CHILDRENS
ADVOCACY INSTITUTE
SAN DIEGO,CA92110 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

CONTRA COSTA INTERFAITH HOUSING

399 TAYLOR BLVD SUITE 115
PLEASANT HILL,CA94523 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 75,000

CORVALLIS HOMELESS SHELTER COALITION

2311 VAN BUREN AVE NW
CORVALLIS,OR97330 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 5,000

CSU LONG BEACH

6300 STATE UNIVERSITY DRIVE 332
LONG BEACH,CA90815 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

EDUCATE TOMORROW CORP

929 ALTON RD STE 500
MIAMI BEACH,FL33139 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 75,000

ETTIE LEE YOUTH & FAMILY SERVICES

5146 N MAINE BOX 339
BALDWIN PARK,CA91706 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000

FIRST FOCUS

1400 EYE STREET NW STE 600
WASHINGTON DC,DC20005 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 70,000

FIRST STAR INC

2049 CENTURY PARK EAST STE 4320
LOS ANGELES,CA90067 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

FOSTER MORE

2999 OVERLAND AVE STE 207A
LOS ANGELES,CA90064 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 50,000

FOSTERING MEDIA CONNECTIONS

PO BOX 861928
LOS ANGELES,CA90086 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 120,000

FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES

1102 Q STREET SUITE 4800
SACRAMENTO,CA95811 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 145,000

GUARDIANS FOR NEW FUTURES INC

8561 COMMERCE CENTRE DR
PORT ST LUCIE,FL34986 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000

HAND TO HOLD

13740 RESEARCH BLVD SUITE L5
AUSTIN,TX78750 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 5,000

INDIAN RIVER SOCCER ASSOCIATION INC

PO BOX 650611
VERO BEACH,FL32965 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000

JOHN BURTON ADVOCATES FOR YOUTH

235 MONTGOMERY STREET SUITE 1142
SAN FRANCISCO,CA94104 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 335,000

JOHN MUIR LAND TRUST

PO BOX 31
MARTINEZ,CA94553 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

JUMA VENTURES

131 STEUART STREET SUITE 201
SAN FRANCISCO,CA94105 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 60,000

KID IN THE CORNER

6929 N HAYDEN RD STE C4-126
SCOTTSDALE,AZ85250 		    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 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

LEGAL AID ASSOCIATION OF CALIFORNIA

350 FRANK H OGAWA PLAZA STE 701
OAKLAND,CA94612 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 150,000

LEGAL AID CENTER OF SOUTHERN NEVADA

725 E CHARLESTON BLVD
LAS VEGAS,NV89104 		    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 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

LINN-BENTON COMMUNITY COLLEGE FOUNDATION

6500 SW PACIFIC BLVD
ALBANY,OR97321 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 5,000

NATIONAL CENTER FOR YOUTH LAW

1212 BROADWAY ST SUITE 600
OAKLAND,CA94612 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 75,000

NEVADA SYSTEM OF HIGHER EDUCATION

4300 S MARYLAND PKWY
LAS VEGAS,NV89119 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 200,000

NEW HAVEN TENNIS OUTREACHYALE UNIVERSITY

PO BOX 208216
NEW HAVEN,CT065208216 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000

NEW WAYS TO WORK INC

1012 W BEVERLY BLVD 377
MONTEBELLO,CA90640 		    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 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

ORLANDO YOUTH ALLIANCE INC

PO BOX 536944
ORLANDO,FL32853 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000

PARENTS BY CHOICE

306 E MAIN ST STE 300
STOCKTON,CA95202 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAM ST 10TH FLOOR
NEW YORK,NY10038 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 5,000

PRIDE INDUSTRIES

10030 FOOTHILLS BLVD
ROSEVILLE,CA95747 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 120,000

SAN FRANCISCO RECREATION & PARKS

501 STANYAN STREET
SAN FRANCISCO,CA94117 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 12,000

RAIKES FOUNDATIONSEATTLE FOUNDATION LB#1069

PO BOX 35146
SEATTLE,WA981245146 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 200,000

SIDE BY SIDE

300 SUNNY HILLS DR
SAN ANSELMO,CA94960 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

SPECIAL PROJECT FUND DAF

505 MONTGOMERY STREET SUITE 650
SAN FRANCISCO,CA94111 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 696,000

THE OPEN WINDOW SCHOOL

6128 168TH PL SE BELLEVUE
BELLEVUE,WA980065679 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000

THE PEARL GROUP

PO BOX 1825
LONGMONT,CO80501 		    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 		    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 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

TRUCKEE MEADOW COMMUNITY COLLEGE FOUNDATON

7000 DANDINI BLVD RDMT 200A
RENO,NV895123339 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 75,000

UNITY CARE GROUP

1400 PARKMOOR AVE SUITE 115
SAN JOSE,CA95126 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 50,000

UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION

4505 S MARYLAND PKWY
LAS VEGAS,NV89154 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

UNIVERSITY OF NEVADA RENO

1664 NORTH VIRGINIA STREET PSAC 450
MS 0075
RENO,NV89557 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

URBAN INSTITUTE

500 LENFANT PLAZA SW
WASHINGTON DC,DC20024 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 90,000

WASHOE COUNTY SCHOOL DISTRICT

PO BOX 30425
RENO,NV895203425 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000

WHOLE WOMAN'S HEALTH ALLIANCE

1001 E MARKET ST STE 200
CHARLOTTESVILLE,VA22902 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 10,000

YOUTH LAW CENTER

832 FOLSOM STREET SUITE 700
SAN FRANCISCO,CA94107 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 120,000
Total .................................right arrow 3a 5,598,000
bApproved for future payment

AMERICAN BAR ASSOCIATION FUND FOR JUSTICE IN EDUCATION
1050 CONNECTICUT AVENUE NW SUITE
400
WASHINGTON DC,DC20036 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 60,000

ASPIRANET
400 OYSTER POINT BLVD STE 501
SOUTH SAN FRANCISCO,CA94080 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

CA HOMELESS YOUTH PROJECT
1226 8TH STREET SUITE 345
SACRAMENTO,CA95814 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

CHILDREN NOW
1404 FRANKLIN STREET STE 700
OAKLAND,CA94612 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

UNIVERSITY OF SAN DIEGO (THROUGH CHILDRENS ADVOCACY INSTITUTE)
5998 ALCALA PARK ATTN CHILDRENS
ADVOCACY INSTITUTE
SAN DIEGO,CA92110 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

FIRST STAR INC
2049 CENTURY PARK EAST STE 4320
LOS ANGELES,CA90067 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

FOSTER MORE
2999 OVERLAND AVE STE 207A
LOS ANGELES,CA90064 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 50,000

FOSTERING MEDIA CONNECTIONS
PO BOX 861928
LOS ANGELES,CA90086 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 120,000

IFOSTER
PO BOX 159
TRUCKEE,CA96160 		    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 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 465,000

NEVADA SYSTEM OF HIGHER EDUCATION
4300 S MARYLAND PKWY
LAS VEGAS,NV89119 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 400,000

PARENTS BY CHOICE
306 E MAIN ST STE 300
STOCKTON,CA95202 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

PRIDE INDUSTRIES
10030 FOOTHILLS BLVD
ROSEVILLE,CA95747 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 160,000

SIDE BY SIDE
300 SUNNY HILLS DR
SAN ANSELMO,CA94960 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 100,000

TRUCKEE MEADOW COMMUNITY COLLEGE FOUNDATON
7000 DANDINI BLVD RDMT 200A
RENO,NV895123339 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 150,000

YOUTH LAW CENTER
832 FOLSOM STREET SUITE 700
SAN FRANCISCO,CA94107 		    TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. 120,000
Total ................................. right arrow 3b 2,375,000
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 124,157  
4 Dividends and interest from securities ....     14 2,234,953  
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 ..... 523000 788,800 14 4,167,554  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 495,850  
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) .. 788,800 7,022,514 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,811,314
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 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 24,937 6,234   18,703
ACCOUNTING AND TAX PREPARATION 38,315 17,004   21,311

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

TY 2022 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 2,544 SL 5.000000000000 0 0    
1 IPAD PRO 2017-01-01 1,377 1,377 SL 5.000000000000 0 0    
VIRTUAL MEETING EQUIPMENT 2017-08-01 4,119 3,638 SL 5.000000000000 481 0    

TY 2022 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 6,451,665 5,298,955
PIMCO ALL ASSET ALL AUTH FUND 1,283,815 1,123,624
BLACKROCK HIGH YIELD BOND FUND 2,491,511 2,131,776
CORE BOND 1,254,932 1,127,498
ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF 35,747 33,316
SELECT BOND 1,257,615 1,110,848
ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF 33,099 31,840
SCHWAB ETF FUND 2,011,740 1,780,955
DOUBLE LINE TOTAL RETURN FUND 4,610,525 3,748,294
ACCRUED INTEREST 0 38,457

TY 2022 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 1,426,295 816,550
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 1,440,178 1,047,100
CONSUMERS STAPLES SELECT SECTOR SPDR FUND ETF 806,635 872,235
ENERGY SELECT SECTOR SPDR FUND ETF 395,546 690,138
FINANCIAL SELECT SECTOR SPDR FUND ETF 1,389,624 1,246,898
HEALTH CARE SELECT SECTOR SPDR FUND ETF 1,863,611 1,854,353
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 935,449 1,065,873
MATERIALS SELECT SECTOR SPDR TRUST ETF 301,685 332,315
REAL ESTATE SELECT SECT SPDR ETF 443,764 350,724
TECHNOLOGY SELECT SECTOR SPDR ETF 3,548,612 2,801,767
UTILITIES SECTOR SPDR FUND ETF 369,527 337,342
VANGUARD MID-CAP ETF 2,266,855 3,442,555
VANGUARD RUSSELL 1000 ETF 2,794,374 2,356,866
VANGUARD RUSSELL 2000 ETF 2,591,378 2,065,430
ACCENTURE PLC IRELAND CL A 115,686 163,039
ADYEN N V ADR 168,440 132,977
AIA GROUP LTD SPON ADR 159,324 165,990
ALCON INC CHF 131,637 152,867
AON PLC CL A 155,658 192,990
ASM INTL NV EUR 117,180 93,623
ASML HLDG NV SPON ADR 79,831 163,920
ASTRAZENECA PLC SPON ADR 157,624 161,432
ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR 64,770 89,916
ATLASSIAN CORP PLC CL A 292,773 133,441
CANADIAN PAC RAILWAY LTD CAD 157,422 244,954
CSL LTD SPON ADR 122,939 154,894
DSV PANALPINA A/S ADR 65,652 96,379
EPAM SYSTEMS INC 198,038 134,373
EVOLUTION AB UNSPONSORED ADR 204,245 137,871
EXPERIAN PLC SPON ADR 169,353 188,641
FERGUSON PLC 113,461 98,021
FERRARI N V EUR 146,304 170,733
ICICI BANK LTD SPON ADR 97,430 92,989
ICON PLC EUR 151,384 142,385
LASERTEC CORP ADR 95,697 92,113
LI NING CO LTD ADR 114,965 85,902
LONZO GROUP AG ADR 88,607 70,980
LULULEMON ATHLETICA INC 65,894 98,997
LVMH MOET HENNESSY LOUIS NEW 115,828 191,953
METTLER-TOLEDO INTL 72,662 118,527
NESTLE S A SPONSORED ADR 136,615 153,287
NOVO NORDISK ADR DENMARK ADR 168,847 212,619
PERNOD RICARD SA ADR 103,820 113,388
RESMED INC 89,400 142,569
SCHNEIDER ELEC SE UNSPONSORED ADR 183,355 157,163
SIKA AG UNSPONSORED ADR 97,171 125,460
STERIS PLC 105,139 132,607
THOMSON REUTERS CORP CAD 103,060 101,865
WASTE CONNECTIONS INC CAD 99,714 95,046
ISHARES CORE S&P SMALL-CAP ETF 913,077 1,232,213
VANGUARD MID-CAP ETF 2,069,682 2,474,253
VANGUARD S&P 500 ETF 10,438,662 14,363,833
BARON EMERGING MARKETS FUND INSTL CLASS 2,129,757 1,931,823
CALVERT EMERGING MARKETS EQUITY FUND CLASS I 2,155,918 2,056,505
UBS EMERGING MARKETS EQUITY OPPORTUNITY FUND CL P 2,519,882 1,842,981
JOHN HANCOCK INTL GROWTH FUND CL I 5,714,058 4,473,737
MORGAN STANLEY INST INTERNATIONAL OPP FUND CLASS I 4,783,704 3,874,858
ALLEGION PLC 64,627 50,420
ANSYS INC 73,228 56,290
ASPEN TECHNOLOGY INC DEL CHANGE IN STATE OF INC 37,815 42,518
BENTLEY SYSTEMS INC CL B 107,290 73,107
BERKLEY W R CORP 73,432 98,550
BRIGHT HORIZONS FAMILY 63,129 32,686
CHARLES RIVER LABORATORIES 126,649 70,818
CHEMED CORP NEW 50,759 51,553
COOPER COMPANIES INC NEW 96,942 81,014
COPART INC 85,304 65,761
DOLBY LABORATORIES INC CL A 56,887 54,245
EQUIFAX INC 89,645 62,001
EXPONENT INC 76,542 66,489
FAIR ISAAC CORP 29,696 46,091
GLOBUS MED INC CL A 60,618 65,952
HENRY JACK & ASSOC INC 40,366 44,592
INTERACTIVE BROKERS GROUP INC CL A 65,395 63,451
LENNOX INTL INC 68,816 51,195
LPL FINL HLDGS INC COM 53,748 69,391
NORDSON CORP 89,275 79,874
POOL CORP 138,753 76,792
ROLLINS INC 38,736 39,207
SCOTTS MIRACLE GRO CO CL A 115,789 31,875
SITEONE LANDSCAPE SUPPLY INC 127,827 59,247
TELEDYNE TECHNOLOGIES INC 63,967 55,987
TERADYNE INC 100,817 58,874
THOR INDUSTRIES INC 79,567 52,918
WATSCO INC 51,736 45,391
ZEBRA TECHNOLOGIES CORP CL A 145,355 62,564
ABBVIE INC COM 32,545 47,837
ADOBE INC (DELAWARE) 19,429 17,836
ADVANCED MICRO DEVICES INC 35,127 25,649
AKAMAI TECHNOLOGIES INC 42,011 34,310
ALLSTATE CORP 31,430 33,764
AMERICAN WATER WORKS CO INC NEW 15,323 13,565
AMERICAN WELL CORP CL A 7,939 3,396
AMERIPRISE FINANCIAL INC 40,432 46,083
APTIV PLC 48,421 28,312
AZEK CO INC CL A 32,042 19,731
BANK OZK 27,655 25,759
BIO RAD LABORATORIES INC CL A 45,784 28,173
BLOOM ENERGY CORP CL A 10,166 10,592
BRUNSWICK CORP 11,778 12,254
CADENCE DESIGN SYSTEM 30,172 32,128
COSTCO WHOLESALE CORP 46,992 47,933
DOLLAR TREE INC 26,489 33,521
ECOLAB INC 25,454 18,195
FORD MOTOR CO COM 18,756 15,726
LAUDER ESTEE COS CL A 21,873 20,593
LILY ELI & CO 23,436 29,267
MARAVAI LIFESCIENCES HLDGS CL A 13,488 4,465
MARSH & MCLENNAN COS INC 39,573 42,197
MICRON TECHNOLOGY INC 11,518 7,497
MICROSOFT CORP 86,192 71,227
MONTROSE ENVIRONMENTAL GROUP 31,551 22,994
MSA SAFETY INC COM 33,628 32,587
NXP SEMICONDUCTORS N V COM EUR 31,563 25,443
ON SEMICONDUCTOR CORP 6,437 5,613
POLOGIS INC COM 34,999 31,001
REGAL REXNORD CORP 17,861 14,758
RIVIAN AUTOMOTIVE INC CL A 12,837 3,207
SALESFORCE COM INC 40,268 20,021
SHOALS TECHNOLOGIES GROUP INC CL A 12,780 11,570
SOLAREDGE TECHNOLOGIES INC 5,184 5,665
SPROUTS FARMERS MARKETS INC 15,627 20,264
STARBUCKS CORP 20,858 25,395
SWEETGREEN INC CL A 21,097 5,048
TAKE TWO INTERACTIVE SOFTWRE 34,312 22,596
TJX COS INCNEW 34,335 41,710
UNITEDHEALTH GROUP INC 48,391 65,212
VAIL RESORTS INC 18,983 14,539
VERTEX PHARMACEUTICAL INC 23,357 36,386
VISA INC CL A 49,852 45,915
VMWARE INC CL A 44,016 40,265
VOYA FINL INC COM 27,881 26,994
ALAPHABET INC CL A 58,902 37,939
AMER EXPRESS CO 24,603 21,276
AMERICAN WATER WORKS CO INC NEW 30,390 27,131
AMERICAN TOWER CORP REIT 38,374 32,626
APPLE INC 74,105 66,914
APTIV PLC 35,516 23,469
AT&T INC 36,024 32,899
BALL CORP 41,099 25,468
BLACKROCK INC 25,769 21,968
BRISTOL MYERS SQUIBB CO 27,915 32,378
CISCO SYSTEMS INC 36,843 32,872
COOPER COMPANIES INC NEW 26,003 21,494
CVS HEALTH CORP 28,486 31,871
DANAHER CORP 38,607 34,505
DEERE AND CO 17,001 21,009
DEXCOM INC 6,174 8,833
EATON CORP PLC 28,045 29,350
ENPHASE ENERGY INC 4,356 7,684
ETSY INC 28,698 17,727
GENERAL MOTORS CO 35,299 19,208
GENL ELEC CO 35,273 29,243
HUMANA INC 23,459 30,219
JPMORGAN CHASE & CO 54,344 44,655
LILLY ELI & CO 27,165 42,072
LINDE PLC EUR 30,827 34,249
MARVELL TECHNOLOGY INC 10,831 6,408
MC CORMICK & CO NV 22,168 23,126
MCDONALDS CORP 27,131 29,252
MICROSOFT CORP 100,395 83,218
MORGAN STANLEY 33,606 28,992
N Y TIMESCO CL A 26,339 17,691
NEXTERA ENERGY INC COM 37,914 39,626
NIKE INC CL B 31,465 25,274
NVIDIA CORP 29,977 24,113
OLD DOMINION FREIGHT 20,153 21,284
PAYPAL HOLDINGS INC 17,474 15,312
PROCTER & GAMBLE CO 39,546 42,891
ROCKWELL AUTOMATION INC NEW 33,609 30,908
ROSS STORES INC 20,042 27,509
TEXAS INSTRUMENTS 26,852 22,966
WALT DISNEY CO 33,917 17,115
WOLFSPEED INC 13,139 9,528
XYLEM INC 23,919 28,527

TY 2022 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 124,411 62,078
COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI, L.P. AT COST 469,320 181,916
COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VII, L.P. AT COST 501,849 803,488
TIFF PRIVATE EQUITY PARTNERS 2008, LLC AT COST 1,708,162 926,056
STADIUM CAPITAL PARTNERS, L.P. AT COST 3,539,265 3,420,075
COLISEUM CAPITAL PARTNERS, L.P. AT COST 12,233,218 15,414,263
EVERSIDE FOUNDERS FUND, L.P. AT COST 3,540,940 5,360,852
EVERSIDE FOUNDERS FUND II L.P. AT COST 4,685,783 6,002,036
EVERSIDE FOUNDERS FUND III L.P. AT COST 3,475,277 3,708,345

TY 2022 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 4,119 0  


TY 2022 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 5,332 0   0


TY 2022 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 4,795 0   4,795
WEBSITE EXPENSE 5,129 0   5,129
OFFSITE STORAGE 1,307 0   1,307
FEES & LICENSES 20 15   5
OTHER EXPENSES 1,027 750   277


TY 2022 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 - UBTI 788,800 788,800 788,800
INCOME FROM PARTNERSHIPS AND OTHER INVESTMENTS - NON-UBTI 4,167,126 4,167,126 4,167,126
OTHER - MORGAN STANELY SETTLEMENT 428 428 428


TY 2022 OtherIncreasesSchedule
Name:
WALTER S JOHNSON FOUNDATION
 
C/O WHITTIER TRUST
EIN:
23-7003595
Description Amount
DEFERRED TAX BENEFIT 461,967


TY 2022 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 506,826 5,545


TY 2022 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 221,478 221,478   0
PARTNERSHIP & PRIVATE EQUITY MANAGEMENT FEES 471,066 471,066   0
MISCELLANEOUS INVESTMENT FEES 5,548 5,548   0
FOUNDATION & GRANT MANAGEMENT 427,000 0   405,650


TY 2022 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 61,800 61,800   0
FEDERAL EXCISE TAX AND STATE TAXES 93,964 0   0
OTHER TAXES 800 0   0