2020-11-16T11:52:54-06:00 2019-12-31 420714325 RSM US LLP 1330 POST OAK BLVD STE 2400 HOUSTON TX 77056 990PF 2019-01-01 760535844 J SQUARED FAMILY FOUNDATION JSQU 7136273303 3900 ESSEX LANE NO 400 HOUSTON TX 77027 JOHN W JOHNSON TREASURER 7136273303 2020-11-12 1 RUBEN RODRIGUEZ P01338769 7136253500 2020-11-12 98.198.30.237 2020-11-12 15:38:02 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2ED5FA6CBD3681D932F4116D9EECEFD06B66A2E2 2019 2021-04-22 16:20:28Z X 15253862 X 1148514 46094 46094 265812 265812 138940 3611768 138940 21317 97 1620677 450943 0 0 0 8471 4236 4235 17015 17015 0 1686 1686 0 168 154 14 27340 23091 4249 693290 693290 720630 23091 697539 900047 427852 3045 1578401 1578401 477768 8528958 7838048 13675461 769 0 0 9010540 9416449 15253862 0 0 X 0 0 0 0 9010540 9416449 9010540 9416449 9010540 9416449 9010540 900047 0 9910587 494138 9416449 PUBLICLY TRADED SECURITIES 2019-12-31 93042 121206 -28164 -28164 PUBLICLY TRADED SECURITIES 2019-12-31 296779 296295 484 484 PUBLICLY TRADED SECURITIES 2019-12-31 1038366 1129173 -90807 -90807 PUBLICLY TRADED SECURITIES 2019-12-31 2061972 1868833 193139 193139 PUBLICLY TRADED SECURITIES 2019-12-31 121596 57321 64275 64275 GAIN ON SALE OF CBC D 2019-12-31 13 13 13 138940 0 524070 12311291 0.042568 374453 10587822 0.035366 302717 7434658 0.040717 253163 5723741 0.044230 171430 5242916 0.032697 0.195578 0.039116 14495198 566994 4279 571273 697539 X 4279 0 4279 0 4279 19497 0 0 19497 0 15218 15218 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JOHN W JOHNSON 7136271101 3900 ESSEX LANE HOUSTON TX 77027 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN K JOHNSON 3900 ESSEX LANE HOUSTON TX 77027 PRESIDENT 2.00 0 0 0 JOHN W JOHNSON 3900 ESSEX LANE HOUSTON TX 77027 SECRETARY/TREASURER 2.00 0 0 0 CHRISTOPHER B JOHNSON 3900 ESSEX LANE HOUSTON TX 77027 VICE PRESIDENT 2.00 0 0 0 KIMBALL MORINIERE 3900 ESSEX LANE HOUSTON TX 77027 VICE PRESIDENT 2.00 0 0 0 RUTH J MILLER 3900 ESSEX LANE HOUSTON TX 77027 VICE PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 0 13788272 927144 521 14715937 0 0 14715937 220739 14495198 724760 724760 4279 4279 720481 0 720481 0 720481 697539 0 697539 4279 693260 720481 516851 0 0 697539 516851 0 0 180688 0 0 0 0 0 0 0 0 539793 0 0 0 ANN K JOHNSON JOHN W JOHNSON X ALF 3101 RICHMOND AVE SUITE 140 HOUSTON TX 77098 NONE PC ANNUAL GIVING (XI) 500 ARCHWAY ACADEMY 6221 MAIN ST HOUSTON TX 77030 NONE PC CONTRIBUTION 2500 CAMP ALLEN 18800 FM 362 NAVASOTA TX 77868 NONE PC CONTRIBUTION 2450 CAMP ARANZAZU 5420 LOOP 1781 ROCKPORT TX 783827622 NONE PC CONTRIBUTION 2500 CHINQUAPIN PREP 2615 E WALLISVILLE ROAD HIGHLANDS TX 77562 NONE PC CONTRIBUTION 2500 CHINQUAPIN PREP 2615 E WALLISVILLE ROAD HIGHLANDS TX 77562 NONE PC CAPITAL GIFT COMMITMENT 25000 CHRISTIAN COMMUNITY SERVICE CENTER PO BOX 27924 HOUSTON TX 772277924 NONE PC CONTRIBUTION 450 CONNECT COMMUNITY 6700 BELLAIRE BLVD HOUSTON TX 77074 NONE PC CONTRIBUTION 25000 DISCOVER U POBOX 4059 HOUSTON TX 77210 NONE PC CONTRIBUTION 2500 FAMILIES EMPOWERED 7447 HARWIN DRIVE SUITE 246 HOUSTON TX 77036 NONE PC CONTRIBUTION 2500 FOUNDATION FOR GLOBALLY COMPETITIVE TX 515 CONGRESS AVENUE HOUSTON TX 78701 NONE PC CONTRIBUTION 2500 FOUNDATION FOR TEEN HEALTH 2726 BISSONNET ST 240-168 HOUSTON TX 77005 NONE PC CONTRIBUTION 2500 FRIENDS FORE RECOVERY 7420 WHITEPINE RD2200 RICHMOND VA 23237 NONE PC CONTRIBUTION 10000 GEORGE W BUSH FOUNDATION 2943 SMU BOULEVARD DALLAS TX 75205 NONE PC EDUCATIONAL REFORM 75000 GIRLS PREPARATORY SCHOOL 205 ISLAND AVENUE CHATTANOOGA TN 37405 NONE PC CONTRIBUTION 25000 GOOD SAMARITAN FOUNDATION 3262 WESTHEIMER RD SUITE 764 HOUSTON TX 77098 NONE PC PEARL BALL 5000 HOBBY CENTER FOUNDATION 800 BAGBY SUITE 300 HOUSTON TX 77002 NONE PC VIP DONOR PROGRAM 5090 HOUSTON ARBORETUM 4501 WOODWAY DR HOUSTON TX 77024 NONE PC CAPITAL GIFT COMMITMENT 25000 HOUSTON GOLF ASSOCIATION 77000 CAPITOL ROAD HOUSTON TX 77011 NONE PC GUS WORTHAM PROJECT 25000 HOUSTON GOLF ASSOCIATION 77000 CAPITOL ROAD HOUSTON TX 77011 NONE PC GUS WORTHAM PROJECT 37500 HOUSTON METHODIST HOSPITAL FOUNDATION 1707 SUNSET BLVD HOUSTON TX 77005 NONE PC ANN KIMBAL AND JOHN W JOHNSON CENTER FOR CELLULAR THERAPEUTICS 75000 HOUSTON METHODIST HOSPITAL FOUNDATION 1707 SUNSET BLVD HOUSTON TX 77005 NONE PC CONTRIBUTION 1000 HOUSTON MUSUEM OF NATURAL SCIENCE 5555 HERMANN PARK DR HOUSTON TX 77030 NONE PC CONTRIBUTION 2000 HOUSTON PARKS BOARD 300 NORTH POST OAK LANE HOUSTON TX 77024 NONE PC CONTRIBUTION 5000 NANTUCKET HISTORICAL ASSOCIATION POBOX 1016 NANTUCKET MA 025541016 NONE PC CONTRIBUTION 2500 NEHEMIAH CENTER 5015 FANNIN STREET HOUSTON TX 77004 NONE PC IN THE HONOR OF JAY T. BROWN 10000 NICK FINNEGAN COUNSELING CENTER 2714 JOANEL ST HOUSTON TX 77027 NONE PC CONTRIBUTION 2500 PEBBLE BEACH COMPANY FOUNDATION POBOX 1767 PEBBLE BEACH CA 93953 NONE PC CONTRIBUTION 5000 PROJECT GRAD 3200 MAIN STREET SUITE 701A HOUSTON TX 77002 NONE PC PAYMENT ON COMMITMENT 10000 REMIND POBOX 27607 HOUSTON TX 77227 NONE PC CONTRIBUTION 2500 REVISION 6856 BELLAIRE BLVD HOUSTON TX 77074 NONE PC CONTRIBUTION 2500 RICE ATHLETICSOWL CLUB POBOX 1892 HOUSTON TX 772511892 NONE PC CONTRIBUTION 5000 RICE UNIVERSITY ATHLETICS- RICE GOLF POBOX 1892 HOUSTON TX 772511892 NONE PC CONTRIBUTION 5000 RONALD MCDONALD HOUSE 1907 HOLCOMBE BOULEVARD HOUSTON TX 77030 NONE PC CONTRIBUTION 2500 SCIENCE HOUSTON 5615 KIRBY DRIVE SUITE 645 HOUSTON TX 77005 NONE PC CONTRIBUTION 10000 SCIENCE HOUSTON 5615 KIRBY DRIVE SUITE 645 HOUSTON TX 77005 NONE PC CONTRIBUTION 5000 SCONSET CHAPEL POBOX 400 SIASCONSET MA 02564 NONE PC IMO MARIANNE FELCH 1000 SERENITY RETREAT 953 MEMORY LANE BELLVILLE TX 77418 NONE PC CONTRIBUTION 2500 ST JOHN'S SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 NONE PC FINANCIAL AID ENDOWMENT 500 ST JOHN'S SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 NONE PC FINANCIAL AID ENDOWMENT 25000 ST LUKE'S UMC 3741 WESTHEIMER ROAD HOUSTON TX 77027 NONE PC CHRISTMAS OFFERING-AMAZING PLACE 10000 STAGES REPERTORY THEATRE 3201 ALLEN PARKWAY SUITE 101 HOUSTON TX 77019 NONE PC CAPITAL GIFT COMMITMENT 25000 STAGES REPERTORY THEATRE 3201 ALLEN PARKWAY SUITE 101 HOUSTON TX 77019 NONE PC ADDITIONAL PAYMENT ON COMMITMENT 25000 TARGET HUNGER 1260 SHOTWELL ST HOUSTON TX 77020 NONE PC CONTRIBUTION 2500 TEACH FOR AMERICA 2 GREENWAY PLAZA SUITE 500 HOUSTON TX 77046 NONE PC IN THE HONOR OF GUILL'S 10000 TEACH FOR AMERICA 2 GREENWAY PLAZA SUITE 500 HOUSTON TX 77046 NONE PC CONTRIBUTION 10000 TEXAS HEART INSTITUTE POBOX 20345 HOUSTON TX 772250345 NONE PC CONTRIBUTION 1000 TEXAS SCHOOL VENTURE FUND 3900 ESSEX LANE SUITE 1200 HOUSTON TX 77027 NONE PC CONTRIBUTION 25000 THE CHURCH OF GOOD SHEPHERD 315 NORTH CEDDAR STREET LINCOLNTON NC 28092 NONE PC CONTRIBUTION 1000 THE FIRST TEE OF GREATER HOUSTON 5810 WILSON RD SUITE 112 HUMBLE TX 77396 NONE PC PAYMENT ON PLEDGE 25000 THE FIRST TEE OF GREATER HOUSTON 5810 WILSON RD SUITE 112 HUMBLE TX 77396 NONE PC CONTRIBUTION 2500 THE FIRST TEE OF GREATER HOUSTON 5810 WILSON RD SUITE 112 HUMBLE TX 77396 NONE PC CONTRIBUTION 8800 THE GOLF CLUB OF TN SCHOLARSHIP FUND 1000 GOLF CLUB DRIVE KINGSTON SPRINGS TN 37082 NONE PC CONTRIBUTION 1000 THE MENNINGER CLINIC FOUNDATION 12301 MAIN STREET HOUSTON TX 77035 NONE PC CONTRIBUTION 2500 THE MENNINGER CLINIC FOUNDATION 12301 MAIN STREET HOUSTON TX 77035 NONE PC CONTRIBUTION 2500 THE PARISH SCHOOL 11001 HAMMERLY BLVD HOUSTON TX 77043 NONE PC CONTRIBUTION 2500 THE RISE SCHOOL 5618 H MARK CROSSWELL JR STREET HOUSTON TX 77021 NONE PC CONTRIBUTION 2500 TREES FOR HOUSTON POBOX 270477 HOUSTON TX 77227 NONE PC CONTRIBUTION 2500 VANDERBILT UNIVERSITY PMB 407727 2301 VANDERBILT PLACE NASHVILLE TN 372407727 NONE PC CONTRIBUTION 81000 693290 0 14 46094 14 265812 21317 18 138940 0 450846 21317 472163 7 REIMBURSEMENT RELATING TO LINE 1A(5), PART VII-B, PAGE 5 OF 990-PF 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN AND ANN JOHNSON 3900 ESSEX LANE HOUSTON TX 77027 1148514 X X 1 COMMON STOCK01/28/19 5,000 SH ECL02/13/19 30 SH AMZN02/13/19 16,371 SH CADE 1145353 2019-01-28 TAX PREPARATION FEES 8471 4236 4235 FIDELITY INVESTMENTS 3718569 5083763 WUNDERLICH 4119479 8591698 STOCKS CONTRIBUTED (IN) - FMV > BASIS 494138 BANK FEES 14 0 14 PORTFOLIO EXPENSES 154 154 0 OTHER INCOME 97 97 97 OTHER INCOME PER BOOKS 21220 0 21220 INVESTMENT FEES 17015 17015 0 FOREIGN TAX PAID ON DIVIDENDS 1686 1686 0