Return of Private Foundation PF Or Section 4947(Ax1) Nonexempt Charitable Trust Treated As a Private Foundation 2002 Department of the Treasury Note

OMB No 1545 0052 .Form .7 .70' Return of Private Foundation PF or Section 4947(ax1) Nonexempt Charitable Trust Treated as a Private Foundation 2002 Department of the Treasury Note. The organization may be able to use a copy of this return to satisfy state Infernal Revenue Service

Ca Check all that anniv I Ilnihal rahrrn I I Final rohnn I IAmnndcd roll m I I Use the ...... " . . . . ALL FOR ADC 970 IRS SAMUE94-6062478 sf 7HE J3 NON FOUNDATION oPtYPe PO BOX 056 g (541) 598-8109 see Specil REDMOND OR97756-0079 S217 P2 C It exemption application is pending, check here Instructor D 1 Foreign organizations, check here H Check type of organization U Section 501 (c)(32 exempt private foundation 2Foreign organizations meeting the 85'Y test, check O here and attach computation ng method E If private foundation status was terminated (/mm Part ll, column c, line 16) under section 507(b)(1)(A), check here (specify) F If the foundation is in a 60-month termination ndo. -1- 417/h1/11/Al AwL hors . n (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements Expenses (The total of amounts in expenses per books income I income for charitable columns b, c, and d may not neces purposes sandy equal the amounts in column a ) (cash basis only)

l ContribNions gifts prams etc received (aft scn) . rep Ck nx d the found is not to an sfh e 2 Distributions from split interest trusts 3 Interest on savings and temporary cash investments 12 1 N 4 Dividends and interest from securities so Gross rents b (Net rental income or (loss) ) 63 Net gain/(lou) from sale of assets not on line 1D R b Gross sales paces for all E assets on line so 666,191 V 7 Capital gain net income (hom Part IV, line 2) E 8 Net short term capital gain N 9 Income modifications U E l0 a Gross sales less returns and allowances b Less Cost of goods sold O c Gross profiV(loss) (att sch) N 11 Other income (attach schedule) N 12 Total Add lines 1 through 11 73 Comcenwbon of officers directors trustees etc 14 Other employee salaries and wage A 15 Pension la benefits r] M ule) E2 $C z N b MhM O fee St, 3 o i 5 r pro f (attach sch) CO E S 0 A R A A i sttalhihl'e~ g_ Stint 4 3 , 269 4 682 1 , 687 i T T i i 7 Depreciation attic depletion 373 149 N y G 21 4 , 145 1 , 658 2 , 487 A E x 786 999 292 D p 23 Other expenses (attach schedule) E N See Statement 5 9 .115 3 .646 5 .469 5 E 24 Total operatin g and administrative s expenses Add lines 13 through 23 808 I 24 .676 I I 31 25 Contributions, gifts, grants paid Part XV 26 Total expenses and disbursements 989,319 I 24 .676 I I 962,519 .

a Excess of revenue over expenses and disbursements b Net Invesbnmt Income (f negative enter 0 )

see TEEA0503L 1022/03

T\ Form s40-PF 2002 The Samuel ",S " Johnson Foundation 99-6062478 Page 2 nrcxcnea sNeauies and amounts m vie aesuip~on Beginning of year End of year Pal't ~~ Balance Sheets wlumn should be for end of year amounLS only see instructions > (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non interest bearing 52 , 118 5-1 , 14-5 51,145 2 Savings and temporary cash investments 970, 373 . 929 929 . 929,924 3 Accounts receivable Less allowance for doubtful accounts ~ 4 Pledges receivable Less allowance for doubtful accounts 5 Grants receivable 6 Recervables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see instructions) 7 Other note and loans receivable (attach sch) ~ 32,928 Less allowance for doubtful accounts W 27 , 503 . 32 , 928 32 , 928 . 5 8 Inventories for sale or use T 9 Prepaid expenses and deferred charges S 10a Investments - U S and state government obligations (attach schedule) 390 409 . 204 , 635 204 , 841 bInvestments -corporate stock (attachschmWe) 4,128 357 3 , 744 , 596 7 422 , 355 c Investments - corporate bonds (attach schedule) 147,675 150 , 010 156,376 11 Investments - land, buildings, and equipment basis Lass accumulated deprenaGOn (attach schedule) 12 Investments - mortgage loans 13 Investments - other (attach schedule) 14 Land, buildings, and equipment basis w 3, 386 . Las accumulated depreciaUOn (attach schedule) See Stmt 6 w 3,082 677 304 304 15 Other assets describe 16 Total assets (lo be completed by filers - see instructions Also, see a e 1,al ife m I 5,667,112 5 113, 542 . 8, 797, 873 . 17 Accounts payable and accrued expenses 18 Grants payable B 19 Deferred revenue L 20 Loans from officers, directors, trustees, 8 other disqualified persons 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe w ) 288

g 23 Total liabilities add lines 17 through 22) 288 0 0 anizations that follow SFAS 117, check hem complete lines 24 through 26 and lines 30 and 31 . LX

N F 24 Unrestricted 5 , 666 , 824 5 , 113 , 542 . E U y T N Temporarily restricted 26 Permanently restricted Organizations that do not follow SFAS 117, check here S5 AB and complete lines 27lhrou h 31 E L T A 27 Capital stock, trust principal, or current funds 5 N pg Paid in or capital surplus, or land, building, and equipment fund O E 29 Retained earnings, accumulated income, endowment, or other funds R 5 30 Total net assets or fund balances (see instructions) 5 , 666,824 51113,542 . 31 Total liabilities and net assets!(und balances (see instructions) 5,667,112 5,113,542 .

Part III Analysis of Changes in Net Assets or Fund Balances

t Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of year figure reported on prior year's return) 1 5,666 , 824 2 Enter amount from Part I, line 27a 2 -553 , 282 3 Other increases not included in line 2 (itemize) ~ 3 4 Add lines 1, 2, and 3 4 5,113 , 542 5 Decreases not included in line 2 (itemize) ~ 5 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II column (b), line 30 6 5,113,542 BAA TEeao30a 10123102 Form 990.PF (2002) 3

(a) List and describe the kind(s) of property sold (e g , real estate, 3) Mw aCqwrCA acaui«a (a) Date wm P - Purchase OY Yom') I (monN. day year) 2 story brick warehouse, or common stock, 100 shares MLC Company) D - Donation

e (e) Gross sales price (0 Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g)

b c

mnaanon on i uo iio7 (I) Gains (Column (h) Fair Market Value Q) Adjusted basis (k) Excess of column (i) gain minus column (k), but not less as of 12/31/69 as of 12/31/69 over column 0), if any than 0-) or Losses (from column (h))

2 Capital gain net income or (net capital loss) ~f gain, also enter in Part I, line 7 {If (loss), enter 0 in Part I, line 7 } 2 -354 , 121 . 3 Net short-term capital gain or (loss) as defined in sections 7222(5) and (6) If gain,vin, also enter in Part I, line 8, column (c) (see instructions) If (loss), enter 0 in I, line 8 3 -4,270 . i Y8R V I VU811i1G8i10n Uf10Ef JeCSIOfI 4`J4U(2) TOE FffOUC2O 1 al( OA Net IfIVBStrtlBfli I~ILOTO (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )

If section 4940(d)(2) applies, leave this part blank

Was the organization liable for the section 4942 tax on the distributable amount of any year in the base periods 1-1 Yes NNo If 'Yes,' the organization does not quaky under section 4940(e) Do not complete this part

1 Enter the appropriate amount in each column for each year, see instructions before making any entries

b ) Base periaod years Adjusted qualiying distributions Net value of Distribution ratio Calendar year (or lax year I noncharilable-use assets I (column (b) divided by column (c)) beginning in) 2001 562 .982 . 10 .291 .190 0 05965 .

038

2 Total of line 1, column (d) 3 Average distribution ratio for the 5 year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less khan 5 years

4 Enter the net value of nonchantable use assets for 2002 from Part X, tine 5 1 4 1 - 8,449,857

5 Multiply line 4 by line 3

6 Enter 1% of net investment income (1% of Part I, line 27b) 1 6 1 2,605 .

7 Add lines 5 and 6

8 Enter qualifying distributions from Part XII, line 4 1 8 1 462,514 If line 8 is equal to or greater than line 7, check the box in Part VI, line lb, and complete that part using a 1% tax rate See the Part VI instructions BAA Form 990-PF(2002) TEen0303L 10/23102 Form 910-aF (2002) The Samuel S Johnson

1 a Exempt operating foundations described in section 49a0(d)(2), check here ~ U and enter'N/A' on line 1 Date of ruling letter (attach copy of ruling letter if necessary - see instructions) b Domestic organizations that meet the section 4940(e) requirements in Part V, check here 11` Nand enter 1% of Part 1, line 27b c All other domestic organizations enter 2% of line 27h Exempt foreign organizations enter 4% of Part I, line 12, column (6) 2 Tax under section 511 (domestic section 4947(a)(7) trusts and taxable foundations only Others enter -0-) 3 Add lines 1 and 2 4 Subtitle A (income) lax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0 ) 5 Tax based on investment income Subtract line 4 from line 3 If zero or less, enter 0 6 Credits/Payments a 2002 estimated tax pmts and 2001 Overpayment trailed to 2002 b Exempt foreign organizations - tax withheld al source 6b c Tax paid with application for extension of time to file (Form 8868) 6c d Backup withholding erroneously withheld 6d 7 Total credits and payments Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated tax Check here XO if Form 2220 is attached 9 Tax clue If the total of lines 5 and 8 is more than line 7, enter amount owed 10 Overpayment I( line 7 is more than the total of lines 5 and 8, enter the amount overpaid

1 a During the tax year, did the organization attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? I/ the answer is 'Yes' to 1a or 16, attach a detailed description of the activities and copies o! any materials published or distributed by the organization in connection with the activities c Did the organization file Form 1120.POL for this year d Enter the amount (i( any) of tax on political expenditures (section 4955) imposed during the year (I) On the organization ~ $ 0 (2) On organization managers W $ e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization managers W $ 0 2 Has the organization engaged in any activities that have not previously been reported to the IRS If 'Yes,' attach a detailed description of the activities

3 Has the organization 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 4a Did the organization have unrelated business gross income of $1,000 or more during the year b If 'Yes,' has it tiled a tax return on Form 990.7 for this year 5 Was there a liquidation, termination, dissolution, or substanLal contraction during the yrar7 II '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 0 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 inslrument7 6 X 7 Did the organization have at least 15,000 in assets al any time during the yPar7 If 'Yes,' complete Part ll, column (c), and Part XV 7 X Sa Enter the stales to which the foundation reports or with which it is registered (see instructions) ----- California and Oregon ------______-_-______-__-___--__--_ b If the answer is 'Yes' to line 7, has the organization furnished a copy of Form 990 PF to the Attorney General (or designate) of each state as required by General Instruction G? 11 'NO,'attach explanation 8 b X 9 Is the organization claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(Ix5) for calendar year 2002 or Me taxable year beginning in 2002 (see instructions for Part XIV)7 If 'Yes,'tomplete Part XIV 9 X 10 Did any persons become substantial contributors during the tax years 10 X II 'Yes,' attach a schedule listing their names and addresses 11 Did the organization comply with the public inspection requirements for its annual returns and exemption applications 11 X Web site address w N/A 12 The books are in care of- Mary A-Krenowicz_---__--_-__-___ Telephone no - (541) 548-8104 Located at " Post Office Box 356,-Redmond,-Oregon _---- ZiP+a ~ 97756-0079 13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 PF in lieu of Form 1041 - Check here N/A ; and enter the amount of tax exempt interest reserved or accrued during the year ~~ 13 I N/A IAA Form 990.PF (2002) iEEP.03041 7023/02 The Samuel S . Johnson Foundation 94-6062478

File Forth 4720 if any item is checked in ihe'Yes' column, unless an exception applies 1 a During the year did the organization (either directly or indirectly) (1) Engage in the sale or exchange, or leasing of property with a disqualified persons Yes XNo (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified persons Yes X No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified persons Yes N No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons Yes X No (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) ayes XNo

(6) Agree to pay money or property to a government official? (Exception Check 'No if the organization agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days ) Yes IK No b I( any answer is 'Yes' to l a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations section 534941(d)3 or in a current notice regarding disaster assistance (see instructions) Organizations relying on a current notice regarding disaster assistance check here c Did the organization engage in a prior year in any of the acts described in 1 a, other than excepted acts, that were not corrected before the first day of the lax year beginning in 2002 X 2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private operating foundation defined in section 4942Q)(3) or 49420(5)) a At the end of lax year 2002, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2002 Yes X No If 'Yes,' list the years ii` 20 , 20 , 19 , 19

b Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed incomes (If applying section 4942(a)(2) to all years listed, answer 'No' and attach statement - see instructions ) c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here X20 ,20 ,19 ,19 3a Did the organization hold more than a 2% direct or indirect interest in any business enterprise at any time during the years O Yes X No b If 'Yes,' did it have excess business holdings in 2002 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved b the Commissioner under section 4943(c)(7)) to dis ose of holdings ac qca red by gift or bequest, or (~ the lapse of the 10 , 15 , or 20 -year first phase ho Pding periods (Use Schedule C, Form 4720, to determine d the organization had excess business holdings in 2002) 4a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes b Did the organization 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 2002 Sa During the year did the organization pay or incur any amount to (I) Carry on propaganda, or otherwise attempt to influence legislation (section 4445(e))? 0 Yes M No (2) Influence the outcome of any specific public election (see section 4955), or to carry on, directly or indirectly, any voter registration drive? Yes No (3) Provide a grant to an individual for travel, study, or other similar purposes X Yes No (4) Provide a grant to an organization other than a charitable, etc, organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)7 Fl Yes FX] 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 F]Yes N No

b It any answer is 'Yes' l0 5a(1) (5), did any of the transactions tail to qualify under the exceptions described in Regulations section 53 4945 or in a current notice regarding disaster assistance (see instruclions)7 Organizations relying on a current notice regarding disaster assistance check here c If the answer is Yes' to question 5a(4) does the organization claim exemption from the tax because it maintained expenditure responsibility for the granl7 N/A [_1 Yes -] No 11 'Yes,' attach the statement required 6y Regulations section 53 4945-5(d) 6a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract' F] Yes X No b Did the organization, during the year, pay premiums, directly or indirectly, on a personal beheld conlract7 II you answered 'Yes' to 66, also file 8870 BAA ,Eenno305L ,0n3/02 Farm 990.PF (2002) Form 990.PF 2002 The Samuel S Johnson Part VIII Information About Officers, Direct and Contractors 1 List all officers, directors trustees, foundation managers and their com pe nsation see instructions (b) Title and average (c) Compensation (d) Contributions to (e) Expense account, hours per week p( not paid, enter 4)-) employee benefit other allowances (a) Name and address devoted to position plans and deferred

------0 . 0 0

------

2 Compensation of five highest-paid employe V41C~ UIGII Ill . .. IIIHYYCY VII IIIIC 1- 7n (a) Name and address of each employee (b) Title and average (c) Compensation (d) Contributions to I (e) Expense account, paid more than $50,000 hours per week employee benefit other allowances devoted to position plans and deferred

None

------

3 Five highest-paid independent contractors for professional services -i If none .enter 'None (a) Name and address of each person paid more than $50 000 None

------

Part IX-A Summary of Direct Charitable Activities

List the foundation's four largest direct charitable achviha during the tax year Include relevant statistical information such as the number of organizations and other beneficiarie s served, conferences convened, research pap ers produced, etc Expenses t N/A ------

2 ------

3 ------

4 ------

BAA TEEA03061 10123/02 Form s90.PF (2002) The Samuel S Johnson Foundation 94-6062478 Gage 7 Part IX-B Summary of Program-Related Investments see instructions)

investments made by the foundation Amount t N/A ------

All other program related investments See instructions 3 ------

Total Add lines 1 through 3

Part X Minimum investment Return (All domestic foundations must complete this part Foreign foundations, see instructions )

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc, purposes a Average monthly fair market value of securities 1a 7,468,318 b Average of monthly cash balances ib 1 , 078,700 c Fair market value of all other assets (see instructions) 1c 31 , 517 d Total (add lines la, b and c) 1d 8 , 578 , 535 e Reduction claimed for blockage or other factors reported on lines 1 a and lc (attach detailed explanation) I 1 e 0 2 Acquisition indebtedness applicable to line 1 assets 2 0 3 Subtract line 2 from line Id 3 8,578 535 . 4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 128 678 5 Net value of nonchantablause assets Subtract line 4 from line 3 Enter here and on Part V, line 4 5 8,499,857 . 6 Minimum investment return Enter 5% of line 5 6 922,993 . (see instructions) (Section 4942Q)(3) and Q)(5) private gating foundations and certain foreion organizations check here ~ and do not complete this part ) 1 Minimum investment return from Part X, line 6 2a Tax on investment income for 2002 from Part VI, line 5 b Income tax for 2002 (this does not include the tax from Part VI ) c Add lines 2a and 26 3 Distributable amount before adjustments Subtract line 2c from line 7 4a Recoveries of amounts treated as qualifying distributions b Income distributions from section 4947(a)(2) trusts c Add lines 4a and 4h 5 Add lines 3 and 4c 6 Deduction from distribulable amount (see instructions) 7 Distnbutable amount as adwsted Subtract line 6 from line 5 Enter I Part XII Qualifying Distributions see instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 b Program related investments - Total from Part IX B 2 Amounts paid to acquire assets used (or held for use) directly in tarrying out charitable, etc, purposes 3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (prior IRS approval required) b Cash distribution test (attach the required schedule) 4 Qualifying distributions Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 5 0 anizations that qualify under section 4940(e) for the reduced rate of tax on net investment income E n'Yer 1% of Part 1, line 27b (see instructions) 6 Adjusted qualifying distributions Subtract line 5 from line 4 Note The amount on line 6 will be used m Part V, column (b) m subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax m those years BAA Form 990-PF (2002)

TEEno3o7L 1on31o2 " Form 990-PF (2002) The Samuel S Johnson Foundation 94-6062978 Page 8 Part XIII Undistributed Income (see instructions)

Corpus I Years pno~ to 2001 I 2061 I 2002

1 Distributable amount for 2002 from Part XI, line 7 2 Undistributed income, if any, as of the end of 2001 a Enter amount for 2001 only b Total for prior years 20_, 19 , 19 3 Excess distributions carryover, d any, to 2002 a From 1997 b From 1998 c From 1999 d From 2000 e From 2001 f Total of lines 3a through e 0 . 4 Qualifying distributions for 2002 from Part X11, line 4 1" $ 462,514 . a Applied to 2001, but not more than line 2a 251 558 . .y b Applied to undistributed income of prior years kt ~ t. &°. r Yr (Election required - see instructions) ky ~4 ~~ p si ~ c Treated as distributions out of corpus (Election required - see instructions) d Applied to 2002 distributable amount

e Remaining amount distributed out of corpus '7 '- 5 Excess distributions carryover applied to 2002 0 . (If an amount appears m column (d), the same amount must be shown in column (a) ) a - 6 Enter the net total of each column as indicated below a Corpus Add lines 3f, 4c, and 4e Subtract line 5 b Prior gears ' undistributed income Subtract line 4from line 2b c Enter the amount of prior years' undistribut ed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed d Subtract line tic from line 6b Taxable amount - see instructions 0 e Undistributed income for 2001 Subtract line 4a from line 2a Taxable amount - see instructions

t Undistributed income for 2002 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2003 7 Amounts treated as distributions out of corpus to saltsfy requirements imposed by section 170(b)(1)(E) or 4942(9)(3) (see instructions) 8 Excess distributions carryover from 1997 not applied on line 5 or line 7 (see instructions) 0 9 Excess distnbutions carryover to 2003 Subtract lines 7 and 8 from line 6a 0 10 Analysis of line 9 a Excess from 1998 b Excess from 1999 e Excess from 2000 d Excess from 2001

BAA Form 990-PF (2002)

TEEA0309L 11112102 Form 9su-aF (2002) The Samuel S Johnson Foundation 99-6062978

1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2002, enter the date of the ruling 6 Check box to indicate whether the organization is a private operatin g foundation described in section 49420)(3) 2a Enter the lesser of the adjusted net Tax ear Prior 3 ears income from Part I or the minimum investment return from Part X for a 2002 2001 c2000 1999 each year listed b 85% of line 2a c Qualifying distributions from Part XII, line 4 for each year listed d Amounts included in line 2c not used directly for active conduct of exempt activities e Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c 3 Complete 3a, b, or c for the alternative test relied upon a 'Assets' alternative test - enter (1) Value of all assets (2) Value of assets qualifying under section 4942Q)(3)(B)(i) b Endowment' alternative test - Enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed c 'Support alternative test - enter (1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) (2) Support from general public and 5 or more exempt organizations as proyded in section 4942(j)(3)(BHii) (3) Largest amount of support from an exempt organization

1 Information Regarding Foundation Managers* a List any managers of the foundation who have contributed more than 2°,6 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) ) Elizabeth Hill Johnson Elizabeth K Johnson-Helm b List 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 None

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc, Programs Check here O F] if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the organization makes gifts, grants, etc, (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d a The name, address, and telephone number of the person to whom applications should be addressed

b The form in which applications should be submitted and information and materials they should include Application format is discretionery, no minimum requirement .

c Any submission deadlines

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors

See Statement 10 BAA rE¢snwsL 1003102 Form 990.PF (2002) Form s40-PF 2002 The Samuel S Johnson Foundation 94-6062478 Page 70 Part XV Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, show anY relationship to any Foundation Purpose of B rant or Amount founaaUOn manager or status of contribution Name and address home or business substantial contributor reci pient a Paid dunng the year Schedule 9 None Schedule 4 921,506

3al 421 .506 b Approved for future payment

Total ~ 3b/ BAA TEEna31a 10123102 Form 990.PF (2002) Form 990 PF (2002) The* Samuel ~S . Johnson Foundation 99-6062978 Page 11 Part XVI-A Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated ess income Excluded h section 512, 513, or 514 (a) Business Amount Fxclu Amount Related or exempt code 1 Program service revenue a b c d e f g Fees and contracts from government agencies 2 Membership dues and assessments 3 Interest on savings and temporary rash investments 4 Dividends and interest from securities 191 272,270 5 Net rental income or (loss) from real estate a Debt financed property b Not debt financed property 6 Net rental income or (loss) from personal property 7 Other investment income 8 Gain or (lass) from sales of assets other than inventory 18 -354 , 121 . 9 Net income or (loss) from special events 10 Gross profit or (loss) from sales of inventory 11 Other revenue

c d e 12 Subtotal Add columns (b), (d), and (e) -68,968 13 Total. Add line 12, columns (b), (d), and (e) 13 - See worksheet in the instructions for line 13 to verity calculations Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes

Line No I Explain below how each activity for which income is reported in column (e) of Part XVI A contributed importantly to the ~ accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See instructions )

BAA TEEAO501I 01/23103 Form 990-PF (2002) The Samuel S Johnson Foundation 062478 Pace 12 Transfers To and Transactions and Relationships With

Yes No 1 Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations a Transfers from the reporting organization to a noncharitable exempt organization of (1) Cash la X (2) Other assets 1 a X b Other Transactions (1) Sales of assets to a noncharitable exempt organization 1 b X (2) Purchases of assets from a noncharitable exempt organization 1 b X (3) Rental of facilities, equipment or other assets 1 b 3) X (4) Reimbursement arrangements 1 b 4) X (5) Loans or loan guarantees 1 b X (~ Performance of services or membership or fundraising solicitations 1 b X c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1 c X

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 organization If the organization received less than fair market value in

N/A

2a Is the organization directly or indirectly affiliated with, or related lo, one or more tax exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527 Yes MNo

Sign Here . .

ZO" OMB No 150.5 0142 Form LL Underpayment of Estimated Tax by Corporations ' ' See separate instructions LOOL Department of lne Treasury ' Internal Revenue se,~~c . ' Attach to the corporation's tax return Name Employer identification number The Samuel S Johnson Foundation 94-6062978 Note In most cases, the corporation does not need to file Form 2220 (See Part I below for exceptions ) The IRS will (figure any penalty owed and bill the corporation II the corporation does not need to file Form 2220, it may s611 use it to figure the penalty Enter the amount from line 34 on the estimated tax penalty line of the corporation's income tax return, but do not attach Form ZZZO Pa1t I Reasons 10r Filing - Check the boxes below that apply to the corporation If any boxes are checked the corporation must file Form 2220, even if it does not owe the penalty If the box on line 1 or line 2 applies, the corporation may be able to lower or eliminate the penalty 1 The corporation is using the annualized income installment method 2 The corporation is using the adjusted seasonal installment method 3 The corporation is a 'lar ge corporation' figuring its first required installment based on the prior ear's lax Part II Figuring the Underpayment

4 Total tax (see instructions) 4 2 , 605 . 5a Personal holding company tax (Schedule PH (Form 1120), line 26) included on line 4 Sa b Look-back interest included on line 4 under section 460(b)(2) for completed long term contracts or section 167(9) for depreciation under the income forecast method Sb c Credit for Federal tax paid on fuels (see instructions) 5 c d Total Add lines 5a through 5c Sol 6 Subtract line Sd from line 4 If the result is less than $500, do not complete or file this form me corporation does not owe the penalty 6 2 , 605 . 7 Enter the lax shown on the corporation's 2001 income tax return (see instructions) Caution /fzeroorthe taxy ear was for less than 12 months, skip this /fine and enter the amount from line 6 online 8 7 6 , 991 8 Enter the smaller of line 6 or line 7 If the corporation is required to skip line 7, enter the amount from line 6 8 2 , 605 a) b) c d 9 Installment due dates. Enter in columns (a) through (d) the 15th day of the 4th (Form 990- PFr/ers Use 5th month), 61h, 9th, and 12th months of the corporation's tax year 9 10/15/02 11/15/02 2/15/03 5/15/03 10 Required installments If the box on line 1 and/or line 2 above is checked, enter the amounts from Schedule A, line 40 If the box on line 3 (but not 1 or 2) is checked, see instructions for the amounts to enter If none of these boxes are checked, enter 25°/, of line 8 above in each column 10 651 651 651 652 . 11 Estimated tax paid or credited for each period (see instructions) For column (a) only, enter the amount from fine 11 on line 15 77 104 6, 900 Complete /wes 12 through 18 of one column before going to the next column. 12 Enter amount, if any, from line 18 of the preceding column 12 5,051 13 Add lines 11 and 12 13 6,900 5,051 14 Add amounts on lines 16 and 17 of the preceding column 14 597 . 1,198 15 Subtract line 14 from line 13 If zero or less, enter 0 15 109 0 5, 702 . 5,051 16 If the amount on line 15 is zero, subtract line 13 from line 14 Otherwise, enter 0 16 547 0 17 Underpa yment If line 15 is less than or equal to line 10, subtract line 15 from line 10 Then go to line 12 of the next column Otherwise, go to line 78 17 597 . 651 18 Overpayment If line 10 is less than line 15, subtract line 10 from line 15 Then go to line 12 of the next column 18 ~ .5,051T Complete Part /// on page 2 to figure the penalty // there are no entrees on /fine 17, no penalty is owed BAA For Paperwork Reduction Act Notice, see separate instructions Form 2220 (2002)

GPCZ0312L 12/1802 Form 2220 (2002) The Samuel S Johnson Foundation 94-6062978 Page 2

Part 111 Figuring the Penalty

a) (b c d) 19 Enter the date of payment or the 15th day of the 3rd month after the close of the tax year, whichever is earlier (see instructions) (Form 990-PFand Form 994TTlers~ Use 5th month instead of 3rd month ) 19 2/06/03 2/06/03 20 Number of days from due date of installment on line 9 to the dale shown on line 19 20 119 83 21 Number of days on line 20 after 411512002 and before 1/1/2003 21 77 46 22 Underpayment Number of days on line 17 x on line 21 x 6% 365 22 6 92 9 92 23 Number of days on line 20 after 12/31/2002 and before 4/1/2003 23 37 37 24 Underpa yment Number of days on line 17 x an line 23 x 5% 365 24 2,77 3 30 u Number o1 days on line 20 after 3/31/2003 and before 711/2003 25

26 Underpayment Number of days on line 17 x on line 25 x "% 365 26 27 Number of days on line 20 after 6/30/2003 and before 10/1/2003 27 28 Underpayment Number of days on line 17 x on line 27 X '% 365 pg

29 Number of days on line 20 after 9/30/2003 and before 1/1/2004 29 30 Underpaymenl Number of days on line 17 X on line 29 x "°h 365 30 31 Number of days on line 20 after 1231/2003 and before 2116/2004 31 32 Underpayment Number of days on line 17 X on line 31 X '°h 366 32

33 Add lines 22, 24, 26, 28, 30, and 32 33 9 69 8 .22 1

34 Penalty Add columns (a) through (d), of line 33 Enter the total here and on Form 1120, line 33, Form 1120 A, line 29, or the comparable line for other income tax returns 34 18

'For underpayments paid after March 31, 2003 For lines 26, 28, 30, and 32, use the penalty interest rate for each calendar quarter which the IRS will determine during the first month in the preceding quarter These rakes are published quarterly in an IRS News Release and in a revenue ruling in the Internal Revenue Bulletin To obtain this information on the Internet, access the IRS Web Site at www irs gov You can also call 1 800 829-1040 to get interest rate information

Form 2220 (2002)

CPC20312L 17/18812 Federal Statements Page 1

242 The Samuel S. Johnson Foundation 94-60624781

Statement 1 Form 990-PF, Part I, Line 6 Net Gam (Loss) from Nonmventory Sales

Publicly Traded Securities

Gross Sales Price . 666,191 . Cost or Other Basis- 1,020,312 .

Total Gain (Loss) Publicly Traded Securities -354,121

Total Net Gain (Loss) From Noninventory Sales -354,121

Statement 2 Forth 990-PF, Part I, Line 16a Legal Fees

(a) (b) Net (c) (d) Expenses Investment Adjusted Charitable Per Books Income Net Income Purposes Consulting services $ 51 $ 20 $ 31 Total 51 20 31

Statement 3 Form 990-PF, Part I, Line 16b Accounting Fees

(a) (b) Net (c) (d) Expenses Investment Adjusted Charitable oer Books Income Net Income Purposes Consulting services $ 2,170 . $ 868 $ 1,302 Financial accounting services 3,040 . 1,216 1,829 Tax preparation services 2 911 . 969 1 , 447 Total 7,62 3,048 4,573

Statement 4 Form 990-PF, Part I, Line 18 Taxes

(a) (b) Net (c) (d) Expenses Investment Adjusted Charitable per Books Income Net Income Purposes Federal excise tax on investment income $ 6,900 Foreign tax withheld on dividends 3,558 . $ 3,558 . Payroll taxes & workers' compensation 2,811 . 1 129 $ 1 , 687 Total $ 13,269 4,682 . 1,687 Federal Statements Page 2

Bent 242 The Samuel S. Johnson Foundation 94-6062478

Statement 5 Form 990-PF, Part I, Line 23 Other Expenses

(a) (b) Net (c) (d) Expenses Investment Adjusted Charitable per Books Income Net Income Purposes Membership dues and conferences $ 9,281 . $ 1,712 $ 2,569 Miscellaneous 792 . 317 975 Office supplies and expense 9 042 1 617 2 , 425 Total 9,115 . 3,646 5,969

Statement 6 Form 990-PF, Part II, Line 14 Land, Buildings, and Equipment

Accum . Book Fair Market Category Basis Deprec Value Value Machinery and Equipment $ 3 386 . $ 3 082 . $ 304 $ 304 Total 3,386 . 3,082 . 304 304

Statement 7 Form 990-PF, Part IV, Line 1 Capital Gams and Losses for Tax on Investment Income

(b) How (c) Date (d) Date Item (a) Description Acquired Acquired Sold 1 3000 shs Montana Power Cap Pfd Purchased 11/01/1996 6/28/2002 2 6917 shs Qwest Communications Intl Purchased 7/05/2000 7/29/2002 3 2645 shs Agere Systems Inc, C1 B Purchased 10/01/1996 7/29/2002 9 80 shs Smuckers Jam Co, New Purchased 5/13/1986 7/29/2002 5 10000 shs Lucent Technologies Inc Purchased 10/01/1996 7/29/2002 6 10000 shs Worldcom Inc Purchased 3/24/2000 7/29/2002 7 1930 shs AT&T Wireless Services Inc Purchased 8/15/1985 7/29/2002 8 Fr sh Lucent Technologies Inc Purchased 10/01/1996 6/10/2002 9 5000 shs Safeco Corporation Purchased 2/27/2001 10/15/2002 10 107 shs Agere Systems Inc, C1 A Purchased 10/01/1996 7/29/2002 11 100000 shs Washington Mutual Inc Purchased 5/26/2000 2/18/2003 12 4000 shs General Motors Corp Pfd Purchased 2/07/2002 2/18/2003 13 1000 shs Ford Motor Co Cap Tr II Purchased 8/02/2002 9/29/2003 14 1000 shs Ford Motor Co Cap Tr II Purchased 2/19/2003 9/29/2003 15 5000 shs Morgan Stanley DW SPARQS Purchased 6/11/2001 5/12/2003

(e) (f) (9) (h) (i) (7) (k) (1) Gross Deprec Cost Gain FMV Adz Bas Excess Gain Item Sales Allowed Basis (Loss) 12/31/69 12/31/69 (i)-(i) (Loss) 1 73,798 . 75,000 -1,202 . $ -1,202 . 2 8,295 . 89,081 -75,836 -75,836 . 3 5,076 . 14,235 -9,159 -9,159 . 9 2,605 283 2,322 2,322 5 15,995 66,350 -50,405 -50,905 . 6 2,092 . 256,643 -254,551 -254,551 . 7 9,292 13,121 -3,879 -3,879 S 9 0 9 9 9 170,749 119,692 . 51,057 51,057 2002 Federal Statements Page 3

Client 242 The Samuel S. Johnson Foundation 94-6062478

Statement 7 (continued) Form 990-PF, Part IV, Line 1 Capital Gains and Losses for Tax on Investment Income

(e) (f) (9) (h) (i) (7) (k) (1) Gross Deprec Cost Gain FMV Adz . Bas Excess Gain Item Sales Allowed Basis (Loss) 12/31/69 12/31/69 (i1-(i) (Loss) 10 192 577 -385 $ -385 11 109,665 97,670 11,995 11,995 12 97,647 100,000 -2,353 . -2,353 . 13 93,245 99,405 -6,160 -6,160 . 19 43,295 . 41,355 1,890 1,890 . 15 89,991 . 101,900 -17,459 . 17 959 . Total -354,121 .

Statement 8 Forth 990-PF, Pan VIII, Line 1 List of Officers, Directors, Trustees, and Key Employees

Title and Contra- Expense Average Hours Compen- button to Account/ Name and Address Per Week Devoted sation EBP & DC Other Elizabeth Hill Johnson Director/Pres . $ 0 . $ 0 $ 0 Post Office Box 356 12 Redmond, OR 97756

Elizabeth K . Johnson-Helm Director/V P . 0 0 . 0 . Post Office Box 356 3 Redmond, OR 97756

Patricia C Johnson Director/C .F 0 . 0 0 . 0 129 Flamingo 3 Edgewater, FL 32191

Karen K Creason Director 0 0 0 PMB 194, 13023 NE Hwy 99, q7 1 Vancouver, WA 98686

John Helm Director 0 . 0 0 Post Office Box 356 1 Redmond, OR 97756

Total $ 0 $ 0 ~ 0.

Statement 9 Form 990-PF, Pan XV, Line 2a Name and Address of Person to Whom Applicants should be Addressed

Elizabeth Hill Johnson, President The Samuel S Johnson Foundation Post Office Box 356 Redmond, Oregon 97756 (541) 548-8109

Schedule 1 THE SAMUEL S . JOHNSON FOUNDATION

STUDENT LOANS RECEIVABLE For the Year Ended May 31, 2003 (Federal Employer ID #94-6062478)

Cancel, Name of Student Balance Advanced Repaid writeOff Balance School Relationship June 1, During During Uncollect may 31, Hometown (Note) 2002 Period Period This Period 2003

Jennifer Ashcraft Willamette University Prineville, Oregon None $1,075 .00 $ -- $ 25 .00 $ -- $1,050 .00

Nicholas Barber Hrigham Young University Scappoose, Oregon None 1,000 .00 1,500 .00 2,500 .00 Douglas Bristow Oregon State University Prineville, Oregon None 320 .00 -- 100 .00 -- 220 .00

Jason Brown OR Health Sciences Univ . Ashland, Oregon None 900 .00 ------900 .00

Leanna Brown Stanford University St . Helens, Oregon None 1,450 .00 -- 400 .00 -- 1,050 .00

Jolene Cawlfield OR Health Sciences Univ . Burns, Oregon None 500 .00 -- -- 500 .00 --

Amanda Clanton walla Walla College Redmond, Oregon None -- 2,000 .00 -- -- 2,000 .00

(Note : Relationship to any Foundation manager or substantial contributor .) Schedule 1 THE SAMUEL S JOHNSON FOUNDATION

STUDENT LOANS RECEIVABLE For the Year Ended May 31, 2003 (Federal Employer ID #94-6062478)

Cancel, Name of Student Balance Advanced Repaid WriteOff Balance School Relationship June 1, During During Uncollect May 31, Hometown (Note) 2002 Period Period This Period 2003

Lindsay Crafton Oregon State University Redmond, Oregon None $ -- $1,000 .00 $ -- $ -- $1,000 .00 Tiffany Edwards University of Idaho Redmond, Oregon None 1,450 .00 -- 600 .00 -- 850 .00

Rebecca Ensign Central Oregon Community College Madras, Oregon None -- 1,000 .00 -- -- 1,000 .00

Deborah Flanary Rogue Community College Ashland, Oregon None 425 .00 ------425 .00 Erica Filler Pacific University Terrebonne, Oregon None 1,000 .00 -- 1,000 .00 -- --

Adria Goodness OR Health Sciences Univ . Ashland, Oregon None 2,100 .00 ------2,100 .00

Nancy Groff Western OR State College Monmouth, Oregon None 1,500 .00 ------1,500 .00

(Note : Relationship to any Foundation manager or substantial contributor .) Schedule 1 THE SAMUEL S . JOHNSON FOUNDATION

STUDENT LOANS RECEIVABLE For the Year Ended May 31, 2003 (Federal Employer ID #94-6062478)

Cancel, Name of Student Balance Advanced Repaid WriteOff Balance School lationship June 1, During During Uncollect May 31, Hometown (Note) 2002 Period Period This Period 2003

Chris Haindel Central Oregon Community College Bend, Oregon None $ 58 .00 $ -- $ -- $ -- $ 58 .00

Patricia Herson University of Pennsylvania Portland, Oregon None 1,000 .00 ------1,000 .00

Mary Howard-Clark Zen Hospice Ashland, Oregon None 1,000 .00 -- 1,000 .00 -- --

Bernadine Hulett O .H .S .U . Frontier School of Delivery Fossil, Oregon None 1,000 .00 ------1,000 .00

Julie Johnson-Lowy Eastern OR State College Bend, Oregon None 650 .00 -- 150 .00 -- 500 .00

Karen Karling-Anderson Central OR Comm . College Sisters, Oregon None 175 .00 ------175 .00

Nancy Lammera Central Oregon Community College Bend, Oregon None -- 1,000 .00 -- -- 1,000 .00

(Note : Relationship to any Foundation manager or substantial contributor .) Schedule 1 THE SAMUEL S . JOHNSON FOUNDATION

STUDENT LOANS RECEIVABLE For the Year Ended May 31, 2003 (Federal Employer ID #94-6062478)

Cancel, Name of Student Balance Advanced Repaid WriteOff Balance School lationship June 1, During During Uncollect May 31, Hometown (Note) 2002 Period Period This Period 2003

Angela Palmer Columbia Gorge Comm . College The Dalles, Oregon None $1,000 .00 $ -- $ -- $ -- $1,000 .00

Kirsten Palmrose Pepperdine University Clatskanie, Oregon None 5,000 .00 -- 5,000 .00

Thomas Peck University of Oregon Redmond, Oregon None -- 1,000 .00 1,000 .00

Melissa Reed Eastern Oregon University Redmond, Oregon None 2,500 .00 -- 400 .00 -- 2,100 .00

Paul Sanders Univ . of Oregon Roseburg, Oregon None 900 .00 -- -- 900 .00

Trejo, Dinora Columbia Gorge Community College Odell, Oregon None -- 2,500 .00 -- 2,500 .00

Melissa Weise Portland Community College Hood River, Oregon None 1,000 .00 -- -- 1,000 .00

(Note : Relationship to any Foundation manager or substantial contributor .) Schedule 1 THE SAMUEL S . JOHNSON FOUNDATION

STUDENT LOANS RECEIVABLE For the Year Ended May 31, 2003 (Federal Employer ID #94-6062478)

Cancel, Name of Student Balance Advanced Repaid WriteOff Balance School Relationship June 1, During During Uncollect May 31, Hometown (Note) 2002 Period Period This Period 2003

Robyn Young Western Oregon University St . Helens, Oregon None $1,000 .00 $ -- $ -- $ -- $1,000 .00

Michelle Zipperman Oregon State University Medford, Oregon None 500 .00 -- 400 .00 -- 100 .00

TOTALS 127,503 .00 $10,000 .00 $4,075 .00 $500 .00 $32 .928 .00

(Note : Relationship to any Foundation manager or substantial contributor .) Form 990-PF Schedule 2

THE SAMUEL S JOHNSON FOUNDATION

94-6062478 EXPENDITURE ALLOCATION TO VARIOUS CATAGORIES OF FEDERAL FORM 990-PF AS APPLICABLE FISCAL YEAR ENDED MAY 31, 2003

B of Part 1, (Page 1) Line 26 Allocation Column Column Column to Description (A) (B) (D) Column B

Salaries and wages $ 27,448 $10,979 $ 16,469 40

Accounting services 7,621 3,048 4,573 40

Legal services 51 20 31 40

Excise tax on investment income 6,900 - - -

Payroll taxes & worker's compensation insurance 2,811 1,124 1,687 40

Foreign tax withheld on dividends 3,558 3,558 - 100

Depreciation on computer equipment 373 149 - 40

Board of Directors' meetings expense 4,145 1,658 2,487 40

Subscriptions to investment publications 494 494 - 100

Subscriptions to philanthropic Publications 292 - 292 -

Membership dues and conferences 4,281 1,712 2,569 40

Office supplies and expense 4,042 1,617 2,425 40

Miscellaneous 792 317 475 40

Loans - student and other, advanced - 10,000 -

Contributions, gifts, grants 421,506 - 421,506 -

$ 484,319 $ 24,676 $ 462,514

CONTRIBUTIONS, GIFTS, GRANTS AND SIMILAR AMOUNTS PAID (Part 1, Line 25d)

Grants and contributions paid during the year - Schedule 4 $421,506

Loans - student and other, advanced during the year - Schedule 1 10,000

$ 431,506 Form 990-PF Schedule 3

THE SAMUEL S JOHNSON FOUNDATION

94-6062478 FISCAL YEAR ENDED MAY 31, 2003

CALCULATION OF ALLOCATION FACTOR FOR A PROPORTIONATE SHARE OF THE OVERHEAD AND OTHER EXPENSES ATTRIBUTABLE TO THE INVESTMENT INCOME

Administrative Expenses of Expenses of Active Conduct Earning Gross of Exempt Total Income Activities

Loans - student and other, advanced during year $ 10,000 $ $ 10,000

Loans - student and other, repaid during year 4,075 4,075

Grants to beneficiaries 421,506 421,506

Total investment income 285,153 285,153

$ 720,734 $285,153 $ 435 .581

Percentage 1008 408 60% THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

Association of Governing Boards of None $1500 Colleges and Universities One Dupont Circle, Suite 400 Washington, D.C . 20036 For the area of greatest need .

Association of Small Foundations None $ 400 4905 Del Ray Avenue, Suite 308 Bethesda, MD 20814 For the area of greatest need .

Berea College None $1 .000 Herea, Kentucky 40404 For the area of greatest need .

Book Barn None $ 813 .60 135 N .W . Minnesota Avenue Bend, OR 97701 Purchase of the book "A Patriotic Primer" for distribution to schools and libraries .

Cascade Policy Institute None $5,000 813 S .W . Alder, Suite #450 Portland, OR 97205 For education reform initiative work

Central Oregon Eagle Scout Association None $1,250 315 N .W . Greenwood Avenue Bend, OR 97701 For the Sam Johnson Eagle Scout Scholarships .

Clataop Community College None $ 500 1653 Jerome Avenue Astoria, OR 97103 In support of the Art auction event .

Clatsop Community College None $1,000 1653 Jerome Avenue Astoria, OR 97103 In support of the Encore Program . (Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Pumose (Note) Amount

EDUCATION Continued

Council on Foundations None $ 710 1828 L Street N .W . Washington, D .C . 20036 For the area of greatest need .

Crook County 4-H Leaders Association None $5,000 498 S .E . Lynn Boulevard Prineville, OR 97754 Toward construction of a new 4-H building

Eastern Oregon University Foundation None $1,000 La Grande, OR 97850 In support of the Presidents Club, 4th Payment of a 5 year grant .

Future Business Leaders of America None $1,500 Scappoose High School Post Office Box 546 Scappoose, OR 97056 In support of chapter initiatives .

Grantmakers for Education None $ 500 720 S .W . Washington Street, Suite 605 Portland, OR 97205 For the area of greatest need .

Grantmakers of Oregon & S .W . Washington None $1,000 Post Office Box 8726 Portland, Oregon 97207 For the area of greatest need.

Grantmakers of Oregon & S .W . Washington None $ 200 Post Office Box 8726 Portland, Oregon 97207 To provide the book "How Nonprofits Work" to Regional meetings .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

EDUCATION Continued

I Have a Dream Foundation None $1,500 4919 N .E . 9`° Avenue Portland, OR 97211 In support of a new class of students in the program .

Jefferson County Middle School None $1,000 1180 Cityview Avenue Madras, OR 97741 To support three students to the National History Day competition .

Kiwanie Foundation None $ 500 817 N . Canyon Drive Redmond, OR 97756 To support fundraiser for scholarships .

Lawyer's Campaign for Equal Justice None $ 500 620 S .W . 5th Avenue, Suite 525 Portland, OR 97204 For the area of greatest need .

Libraries of Wallows County None $4,200 101 N .E . First Street Enterprises OR 97828 For the purchase of an electronic catalog sharing system .

Lincoln High School None $2,150 1600 SW Salmon Street Portland, OR 97205 In support of the Susan Hunter Pettit Awards, From the Susan Hunter Pettit Advised Fund .

Manhattan Institute None $1,000 52 Vanderbilt Avenue New York, NY 10017 For the area of greatest need .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

EDUCATION Continued

Marylhurat University None $2,500 Post Office Box 261 Marylhurat, OR 97036 In support of the Annual Awards Dinner .

National Assoc . of Fundraising None $1,000 Executives-Oregon Post Office Box 9339 Portland, OR 97207 In support of the Oregon Philanthropy Awards

New Avenue for Youth None $2,000 1220 S .W . Columbia Street Portland, OR 97201 To support the alternative education center .

Oregon Community Foundation None $ 500 1221 S .W . Yamhill, Suite 100 Portland, OR 97205 In support of the administrative fund .

Oregon 4-H Foundation None $5,000 Hallard Extension Hall Room 105 Corvallie, OR 97331 In support of the Alberta Johnston Administrative Endowment Fund .

Oregon 4-H Foundation None $1,500 Ballard Extension Hall Room 105 Corvallis, OR 97331 In support of the annual campaign .

Oregon Independent College Foundation None $1,500 121 S .W . Salmon Street, Suite #1230 Portland, OR 97204 For the area of greatest need .

(Note Relationship to any Foundation manager or substantial contributor) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31~ 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purse (Note) Amount

EDUCATION Continued

Oregon Public Broadcasting None $1,000 7140 S .W . Macadam Avenue Portland, OR 97219 For the area of greatest need .

Oregon Tax Foundation None $5,000 221 N .W . Second Ave . 3~a Floor Portland, OR 97209 For the study and publication of Oregon PERS System .

Oregon Tax Foundation None $1,000 221 N .W . Second Ave . 3`d Floor Portland, OR 97209 For the research library, from the Susan Hunter Pettit Advised Fund .

Pacific University None $2,500 2043 College Way Forest Grove, OR 97116 2"a payment of a 4 year, grant for the S .S . Johnson Award for Excellence in Teaching .

Philanthropy Northwest None $1,837 .50 2815 Second Avenue, Suite 290 Seattle, WA 98121 For the area of greatest need .

Philanthropy Roundtable None $2,500 1150 17`b St . N .W ., Suite 503 Washington, DC 20036 For the area of greatest need .

Portland State University Foundation None $2 .000 Post Office Box 751 Portland, OR 97207 In support of the 2002 Simon Benson Award Dinner .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

EDUCATION Continued

Portland State University Foundation None $1,250 Post Office Box 751 Portland, OR 97207 In support of the Urban Pioneer Awards .

Portland State University Foundation None $4,000 Post Office Box 751 Portland, OR 97207 In support of the 2003 Simon Benson Award Dinner .

Portland Youth Builders None $5,000 4816 S .E . 92°d Avenue Portland, OR 97266 For the construction training program .

Redmond School District None $ 100 145 5 .8 . Salmon Avenue Redmond, OR 97756 In support of the Senior Class Celebration .

Sauvie Island School Parent Teacher Club None $ 500 24445 N .W . Charlton Road Portland, OR 97231 For the music program

Scappoose School District None $ 500 52320 S .W . Taylor Scappoose, OR 97056 For literacy books for local school libraries .

Seven Peaks Elementary School None $5,000 2150 N .B . Studio Road Bead, OR 97701 Toward the costs of additional grades and development of a capital campaign .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE YAYDMNT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

EDUCATION Continued

Turning Point Community Center None $1000 Post Office Box 773 Clatskanie, OR 97016 In support of the "Schools In" project .

Warren Parent Association None $ 250 34555 Berg Road Warren, OR 97053 In support of the Spring Carnival .

Young Americas Foundation None $1,000 110 Blden Street Herndon, VA 20170 For the area of greatest need .

STUDENT FINANCIAL ASSISTANCE

Barber, Nicholas & Brigham Young Univ . None $1,500 Scappoose, OR 97056 Education grant for payment of tuition and fees .

Cawlfield, Jolene and Oregon Health None $ 500 Sciences University Burns, OR 97720 Education grant for payment of tuition and fees .

Clanton, Amanda and Walls Walls College None $1,000 Redmond, OR 97701 Education grant for payment of tuition and fees .

Crafton, Lindsay and Oregon State Univ . None $1,000 Redmond, OR 97756 Education grant for payment of tuition and fees .

Ensign, Rebecca and Central Oregon None $1,000 Community College Bend, OR 97701 Education grant for payment of tuition and fees .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

STUDENT FINANCIAL ASSISTANCE Continued

Lammere, Nancy and Central Oregon None $1,000 Community College Bend, OR 97701 Education grant for payment of tuition and fees .

Peck, Thomas L . and University of Oregon None $1,000 Eugene OR 97402 Education grant for payment of tuition and fees .

Petty, Mrs . Rebecca and Columbia Gorge None $ 500 Community College The Dallea, OR 97058 Education grant for payment of tuition and fees .

Reynolds, Linda and Oregon State IIniv . None $ 220 Scappooae, OR 97056 Education grant for payment of tuition and fees .

Russell, Kathleen and Clateop Community None $1,500 College Aetoria, OR 97103 Education grant for payment of tuition and fees .

Trejo, Dinora and Columbia Gorge Coumrunity None $1,500 College Odell, OR 97044 Education grant for payment of tuition and fees .

HEALTH AND WELFARE

American Jewish Committee None $2,500 1220 S .W . Morrison, Suite 920 Portland, OR 97205 In support of the 2002 Human Relations Award Dinner .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

HEALTH AND WELFARE Continued

American Red Cross - Oregon Trail Chapter None $1,000 Post Office Box 3200 Portland OR 97208 For the Breakfast of Champions event .

Boys and Girls Clubs of Central None $2,600 Oregon-Redmond Post Office Box 1028 Redmond, OR 97756 In support of Campaign for Kids Lunch .

Boys and Girls Clubs of Central None $ 650 Oregon-Redmond Post Office Box 1028 Redmond, OR 97756 In support of the annual fundraising luncheon .

Boys and Girls Club of Central None $1,000 Oregon-Jefferson County Post Office Box 1028 Redmond, OR 97756 For the area of greatest need .

Boys and Girls Clubs of Central None $1,000 Oregon-Jefferson County Post Office Box 1028 Redmond, OR 97756 In support of the annual High Dessert Christmas Event .

Bradley Angle House None $5,000 Post Office Sox 14694 Portland, OR 97293 For the youth program in the emergency shelter .

(Note Relationship to any Foundation manager or substantial conmbutor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Puroose (Note) Amount

HEALTH AND WELFARE Continued

Cascade Child Center None $ 500 Poet Office Box 549 Redmond, OR 97756 For the purchase of video cameras for evaluation sessions .

Central Oregon Battering & Rape Alliance None $4,000 Post Office Box 646 Bend, OR 97709 In support of the Redmond Area Domestic Violence Support Group .

Central Oregon Community Action Agency None $ 200 Network 2303 S .W . First Avenue Redmond, OR 97756 For the Hunger Summit .

Central Oregon Council on Aging None $ 500 1135 S .fi . Highland Avenue Redmond, OR 97756 In support of the Entree Program at the Redmond Center .

Central Oregon Family Resource Center None $ 250 1010 N .W . 14°h Street Bend, OR 97701 In support of the parenting skills classes .

Christie School None $1000 Post Office Box 368 Marylhuret, OR 97036 For the area of greatest need .

Clateop Court Appointed Special Advocates None $3,000 Poet Office Box 514 Astoria, OR 97103 For volunteer training .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Pumose -(Note) Amount

HEALTH AND WELFARE Continued

Clataop Community Action None $5,000 2911 Marine Drive, Suite C Aetoria, OR 97103 For emergency food programs .

Columbia County Child Assessment Center None $1,100 Post Office Box 1011 St . Helena, OR 97055 In support of the fundraising event .

Columbia County Education Campus None $ 500 474 N . 15`° Street St . Helena, OR 97051 For the area of greatest need .

Columbia County Women's Resource Center None $ 500 Post Office Box 22 St . Helens, OR 97051 To support Cafe Boogie fundraiser .

Columbia Foundation None $ 500 Post Office Box 1094 St . Helens OR 97051 In support of the Black Tie and Blue Jean event .

Columbia Humane Society None $1,000 56259 Marraci Road Warrenton, OR 97053 For the a new outdoor play area .

Columbia Memorial Hospital Foundation None $2,500 2111 Exchange Street Astoria, OR 97103 For indigent care needs .

Columbia Pacific Food Bank None $3,000 474 Milton Way St . Helens, OR 97051 For the area of greatest need in construction within the current warehouse . (Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .## 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Pumose (Note) Amount

HEALTH AND WELFARE Continued

Community Health Center None $1,000 19 Myrtle Street Medford, OR 97504 In memory of John Dellenback, for the area of greatest need .

Comprehensive Options for Drug Abusers None $2,500 620 S .W . Main, Room 933 Portland, OR 97205 For the area of greatest need .

Deschutea Childrens Foundation None $10,000 1010 NW 14°h Street Bend, OR 97701 Matching grant for the Becky Johnson Community Center .

Dougy Center None $1,000 Post Office Box 86852 Portland, OR 97286 In support of the 20th anniversary celebration .

Dress for Success None $1,000 8948 S .W . Sarbur Boulevard, Suite 164 Portland, OR 97219 In support of the annual luncheon and fashion show fundraiser .

Family Building Blocks None $1,000 2425 Lancaster Drive N .E . Salem, OR 97305 In honor of Chief Justice Wallace Carson, for the area of greatest need .

Free Clinic of S .W . Washington None $20,000 5100 Plomodon St . Post Office Box 5769 Vancouver, WA 98686 For expansion of Vision Clinic .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D # 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

HEALTH AND WELFARE Continued

Habit for Humanity-Jefferson County None $5,000 49 NE 12th Street Madras, OR 97741 For renovations to the Re-Store retail outlet .

Habitat for Humanity-Portland None $1000 Poet Office Box 11527 Portland, OR 97211 In honor of Jonathan Hale, for the area of greatest need .

Habitat for Humanity-Redmond None $ 500 Post Office Box 592 Redmond, OR 97756 In support of the Spaghetti Dinner event .

Hands On Portland None $5 .000 Poet Office Box 4922 Portland, OR 97209 In support of the Team Works Program .

Healing Reins None $ 500 Post Office Box 5593 Send, OR 97708 For the area of greatest need .

Hospice of Central Oregon None $1,000 2698 Courtney Drive Bend, OR 97701 In memory of Mrs . Elizabeth "Libby" McGeary .

Hospice of Oregon None $2,500 Poet Office Box 10796 Portland, OR 97296 For distribution of the book "Death without Denial, Grief without Apology" to Hospice groups in Oregon .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

HEALTH AND WELFARE Continued

J Bar J Youth Services None $ 500 62895 Hamby Road Bend, OR 97701 In support of the High Desert Horse Classic benefit .

KIDS Center None $ 250 1375 N .W . Kingston Avenue Bend, OR 97701 For the area of greatest need .

Kiwania Foundation None $1,500 817 N . Canyon Drive Redmond, OR 97756 In support of the 4-H/FFA Livestock, for meat for the Redmond Senior Center .

Lake Health District Hospital None $5,000 700 South J Street Lakeview, OR 97630 For a fibronectin testing system for premature infants .

Ochoco Break Away None $3,900 Post Office Box 735 Prineville, OR 97754 Matching grant funds for the area of greatest need .

Oregon Food Bank None $1,000 2540 NE Riverside Way Portland, OR 97211 For the Bowlathon fundraiser .

Pearl Suck Center None $1,500 5100 West Amazon Drive Eugene, OR 97405 In support of the Families with Special Needs Program .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062978)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

HEALTH AND WELFARE Continued

Peninsula Children's Center None $2,500 4720 N . Maryland Portland, OR 97217 For the area of greatest need .

Planned Parenthood of the None $1 .000 Columbia/Willamette 3231 S .E . 50°° Avenue Portland, OR 97206 In support of the Margaret Sanger Society .

Planned Parenthood of the None $1500 Columbia/Willamette 3231 S .E . 50°° Avenue Portland, OR 97206 For the area of greatest need .

Portland State University None $10,000 Post Office Box 751 Portland, OR In support of the Oregon Solutions program .

Portland Youth Builders None $3,000 4816 S .B . 92°° Avenue Portland, OR 87266 Toward purchase of a 15 passenger van.

Prineville Hospital Foundation None $1,000 Post Office Box 596 Prineville . OR 97754 In honor of Les Schwab for the Founders Day Breakfast .

Redmond United Fund None $1,000 Post Office Box 853 Redmond, OR 97756 For the area of greatest need .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

HEALTH AND WELFARE Continued

Redmond Volunteer Fire Department None $ 500 341 N .W . Dogwood Redmond, OR 97756 In support of the Food and Toy Drive .

Scappoose Fire Department None $ 500 Poet Office Box 625 Scappooae, OR 97056 In support of the Care and Share program.

Sisters of the Road Cafe None $10,000 1333 N .W . 6`° Avenue Portland, OR 972009 To substitute meals that customers earn by working but unable to purchase .

St . Andrew Legal Clinic None $6,000 807 N .E . Albert Street Portland, OR 97211 In Support of the Domestic Violence Prevention and Children Protection Programs .

Solve Oregon Litter and Vandalism None $5,000 Post Office Sox 1235 Hillsboro, Oregon 97123 First payment of three year, $15,000 pledge in Support of the Best of Oregon program .

Store to Door None $2,000 2145 N .E . Overton Street Portland OR 97210 For the area of greatest need .

United Way of Columbia County None $1,000 71762 Columbia River Highway Suite 6 Rainier, OR 97048 For the area of greatest need .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

HEALTH AND WELFARE Continued

William Temple House None $5,000 2023 N.W . Hoyt Street Portland, OR 97209 In support of the Food program at the North Portland facility .

YWCA of Greater Portland None $ 500 1111 S .W . loth Avenue Portland, OR 97205 For the leadership luncheon .

RELIGION

Redeemer Episcopal Church None $2,000 241 S .E . Second Street Pendleton, OR 97801 In support of the Education for ministry program .

Ridgewood Baptist Church None $1,000 7891 Ridgewood Road Wadeworth, Ohio 44281 In memory and honor of Mr . Donald E . Heyburn .

Sacred Art of Living Center None $1,575 20751 Will Scarlet Lane Bend, OR 97702 For Hospice workers to attend "Sacred Art of Dying" workshops .

Union Gospel Mission None $ 500 222 N .W . Couch Street Portland, OR 97209 For the spring banquet .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Puroose (Note) Amount

RELIGION Continued

Young Life Washington Family Ranch None $1,000 12807 S .E . Foster Road Portland, OR 97236 In honor of major donors that helped establish the camp, for area of greatest need .

SCIENCE

Deschutes Basin Land Trust None $1 .000 760 N .E . Harriman, Suite 100 Bend, OR 97701 In support of the Five Rivers Society .

Deachutes Basin Land Trust None $50,000 760 N .E . Harriman, Suite 100 Bend, OR 97701 In support of the Metolius Preserve .

Friends of the Metolius None $10,000 Post Office Box 101 Camp Sherman, OR 97730 For the area of greatest need in the protection of the Metolius River Basin .

Institute for the Northwest None $1,000 421 S .W . 6`h Street, Suite 1090 Portland, OR 97204 For support of the Illahee lecture series .

Lower Columbia River Estuary Partnership None $1,000 811 S .B . Naito Parkway, Suite 120 Portland, OR 97204 In support of the Kids for the Columbia programs .

(Voce Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

SCIENCE Continued

Manhattan Institute None $ 250 52 Vanderbilt Avenue New York, NY 10017 For the area of greatest need .

National Multiple Sclerosis None $1,000 Society-Oregon Chapter 1650 N .W . Naito Parkway Suite 190 Portland, OR 97209 In support of the Dinner of Champions Event .

National Multiple Sclerosis None $1,000 Society-Oregon Chapter 1650 N .W . Naito Parkway, Suite 190 Portland, OR 97209 In support of the auction fundraiser .

The Nature Conservancy None $10,000 821 5 .E . 14th Avenue Portland, OR 97214 For projects and activities in Central Oregon .

Oregon Community Foundation None $2,500 Friends of Opal Creek Fund 1221 S .W . Yamhill, Suite 100 Portland, OR 97205 To support the matching fund challenge from The Paul A . Allen Forest Protection Foundation .

Oregon Health Sciences Univ . Foundation None $13,000 School of Nursing Endowment 1121 S .W . Salmon Street Suite 200 Portland, OR 97205 Matching funds for the Nursing Endowment .

Oregon League of Conservation Voters None $1,000 320 S .W . Stark, Suite 415 Portland, OR 97204 In support of the education fund .

(Note Relationship to any Foundation manager or substantial conmbutor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

SCIENCE Continued

Oregon Lions Hearing and Sight Foundation None $2,500 1410 S .W . Morrison, Suite 760 Portland, OR 97205 In support of the Mobile Screening Unit program .

Oregon State University Extension None $1000 Sea Grant Program 125 Sallard Extension Hall Corvallis, OR 97331 In support of the Salmon Troll Educational Video .

Sea Resources Watershed Learning Center None $1,000 Post Office Box 187 Chinook, WA 98614 For outreach programs, to match the Murdock Trust matching grant .

Solve Oregon Litter and Vandalism None $1,500 Post Office Box 1235 Hillaboro, OR 97123 In support of the SOLV Citizenship Awards Banquet .

CULTURE

Arts Central None $ 500 875 N .W . Brooke Avenue Bend, OR 97701 For the area of greatest need .

Aetor Street Opry Co . None $ 500 Post Office Box 743 Aetoria, OR 97103 For the "Shanghaied in Astoria" Production .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMFNT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

CULTURE Continued

Astoria Music Arts Festival & Institute None $ 250 River Theater Poet Office Box Aatoria, OR 97103 In support of the kickoff party.

Astoria Regatta Association None $1,500 Post Office Box 24 Aatoria, OR 97103 For the area of greatest need .

California Historical Society None $ 500 678 Mission Street San Francisco CA 94105 For the area of greatest need .

Chamber Music Society of Harney County None $ 500 Post Office Sox 324 Burns, OR 97720 For the area of greatest need .

Columbia Chorale of Oregon None $ 500 Post Office Box 114 St . Helena, OR 97051 For the area of greatest need .

Columbia River Maritime Museum None $1,000 1792 Marine Drive Astoria, OR 97103 In honor of Paul Bartlett, for the Area of greatest need .

Deschutea County Historical Society None $1,000 Post Office Box 5252 Bend, OR 97701 In memory and honor of Mr . Keith Clark, for the area of greatest need .

(Note Relationship to any Foundation manager or substantial contributor ) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

CULTURE Continued

Deschutea County Historical Society None $ 500 Post Office Box 5252 Send, OR 97701 In memory of Jesse Edgington, for the area of greatest need .

Deschutes County Historical Society None $1,000 Post Office BOX 5252 Bend, OR 97701 In memory and honor of Mr . Samuel Langmas, for the area of greatest need .

Evergreen Aviation Museum None $5,000 3685 N .E . Cumulus Avenue McMinnville, OR 97128 For the Spruce Goose Documentary .

Friends of Vista House None $2,500 Post Office Box 204 Corbett, OR 87019 For the area of greatest need .

High Desert Museum None $25,000 59800 South Highway 97 Send, OR 97702 For the President's Discretionary Fund .

High Desert Museum None $1,500 59800 South Highway 97 Bend OR 97702 In support of the Discovery Program .

High Desert Museum None $1,000 59800 South Highway 97 Send OR 97702 In honor of Harold and Dorothy Barclay .

(Note Relationship to any Foundation manager or substantial contributor) THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR ENDED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Puroose (Note) Amount

CULTURE Continued

High Desert Museum None $1,000 59800 South Highway 97 Bend OR 97702 In memory of Emilie Frisbee .

Literary Arts None $2,000 219 N .E . 12`e Avenue, Suite 201 Portland, OR 97209 In support of the Hook Awards, from the Ruth Manary Advisor Fund .

Museum at Warm Springs None $1,500 Post Office Box 753 Warm Springs, OR 97761 In support of the Huckleberry Harvest event .

Museum at Warm Springs None $2,500 Post Office Box 753 Warm Springs, OR 97761 In support of the 25`h Anniversary, for the area of greatest need .

Oregon Historical Society None $5,000 1230 S .W . Park Avenue Portland, OR 97205 Final payment of 5 year, grant in support of the Field Services Program .

Oregon Historical Society None $1,000 1230 S .W . Park Avenue Portland, OR 97205 In memory of John Dellenback, for the area of greatest need .

Oregon State Capitol Foundation None $ 100 900 Court Street . N .E . Room 140-A Salem, OR 97301 For the area of greatest need .

(Note Relationship to any Foundation manager or substantial contributor ) z

THE SAMUEL S . JOHNSON FOUNDATION Schedule 4

GRANTS AND CONTRIBUTIONS PAID OR APPROVED FOR FUTURE PAYMENT DURING YEAR FISCAL YEAR BLADED MAY 31, 2003 (Federal Employer I .D .# 94-6062478)

Recipient's Name and Address Relationship Concise Statement of Purpose (Note) Amount

CULTURE Continued

Oregon State Capitol Foundation None $1,000 900 Court Street N .B ., Room 140-A Salem, OR 97301 In honor and memory of Governor Straub .

Oregon State Capitol Foundation None $1,000 900 Court Street N .S ., Room 140-A Salem, OR 97301 In honor and memory of Mr . Paul Walden .

Oregon State University Foundation Hone $1,000 Post Office Box 1438 Corvallis, OR 97330 For the publication of the book "Portland" .

Oregon Tourism Commission None $10,000 775 Summer Street N .B . Salem, OR 97301 For office expenses of the Lewis and Clark Bicentennial-Oregon and the Regional Forums .

Pearson Field Historical Society None $ 500 1115 N .E . 5`h Street Vancouver, WA 98661 For the Leah Hing's Fleet II Biplane exhibit .

Pentacle Theatre None $3,000 955 16`° Street N .E . Salem, OR 97308 In support of the Playwright's Workshop .

Portland Opera None $ 500 1515 S .W . Morrison Street Portland OR 97205 For the area of greatest need .

TOTAL GRANTS TO BENEFICIARIES For the year ended May 31, 2003

(Note Relationship to any Foundation manager or substantial contributor ) Schedule 5 THE SAMUEL S . JOHNSON FOUNDATION

PORTFOLIO APPRAISAL May 31, 2003

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4000 DRISI OL MYERS SQUIBB CO 1 2 0S-17-93 1301 52 038 4 1 2560 10240000 50361 59 968 1 120 4,43000 44 2000 DRIS I OL MYERS SQUIBB CO 06 07-19-94 1271 25,42 1 01 2560 51,200 00 2577899 101 4 1 120 2,24000 4 4 6,000 191215 I OL MYERS SQUIBB CO 1 3 1291 7745942 15360000 76 140 58 993 672000 4 1

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5279 EXXON MOBIL CORP ? 05-1 1-88 879 46,42581 3640 192 159 24 1 "15 73; 4 ; 3139 1 000 1,279 I O 522 7 5281 EXXON MOBH, CORP 22 01-16-91 1086 17,310 00 3640 192213 34 134 81, ; 84 2352 1 000 5 2S0 GO 2 7 2640 EXXON MOBIL CORI) 1 1 12-1 1-92 1I 88 31,3640 0 3640 96,10692 64,74292 206 4 1 000 2,64030 2 7 13200 EXXON N10DIL CORD 55 1024 135,13981 43048000 345 340 19 2115 130000 27

(Federal Employer I .D . #94-6062478) Schedule 5 THE SAMUEL S . JOHNSON FOUNDATION

PORTFOLIO APPRAISAL

May 31, 2003

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I 000 MERCK & Co INC 06 11-18-93 1740 17401 00 55 58 55 58000 38 17900 2194 1 440 1 440 00 2 6 ?,000 MERCK & CO INC 1 3 03-29-94 1520 30.40900 55 58 111 16000 80751 00 265 5 1 440 2YSO 00 26 1,000 MERCK & CO INC 06 08-08-94 1544 15.43600 55 58 5559000 40 144 00 260 1 1 440 1 44000 2 6 4000 MERCK &COINC 25 1581 63 246 00 222 32000 159074 00 251 5 5 76000 2 G

(Federal Employer I .D . #94-6062478) Schedule 5 ' THE SAMUEL S . JOHNSON FOUNDATION

PORTFOLIO APPRAISAL

May 31, 2003

liflJ Q,111111IN Sir[], Ii b, 0 8 05-113=96 2I 88 54 618 17 27,95 07 62i 00 1d 236 83, 27 ; 1 360 11 15000 4 5 200 NpRIIIWItiI NAIURAI C,AtiCU 0 Y 11-26-96 2568 64 202 00 27 95 69 62i 00 ? 42, 00 %14 1260 3 15000 4 5 5000 NOIiIII1VfSINAfURAIGi\tiC() 1 6 04-07-75 2681 134,062 50 27 85 13925000 5 I87 50 3 9 1 260 630000 4 5 10 000 NOK I I I\41:51 NAI UItiU GAS CO 2 25 30 252,95207 27850000 25 547 3; 10 1 1260000 1 9625 Pfi/_CR INC,ORPORA I LD 1 01- .6-37 1 94 18,71625 31 02 29856750 27985 1 25 1 J~); 2 0600 5,77500 9 8250 PI lZCR IN( OIiPORAI I:D 2 9 01-30-87 209 17203 75 31 02 25591500 238 711 25 1 3876 0600 4 950 00 17871 I't'ILCR INCORI'ORAII_D 67 201 35,92000 554;19250 iIS56250 1 4137 1073100

2,000 PLUA-I CRCI:K 11Mf3i It CO INC 06 U7-?;-(12 2409 43 18300 2640 5280000 4615 00 96 I d00 280000 53 2,000 PLUM CIZErk TIMBER CO INC 06 10-09-02 20 10 4020500 2640 5280000 12 59i 00 31 ; 1 400 280000 53 2000 1'LUA1 CREEK I IA"IL3f.R CO INC 0G 02-19-03 .1 78 43 565 00 2640 5280000 9 21,5 00 31 2 1 400 2.80000 5 3 6,000 PLUM CItf.CK "I IA1131:12 CO INC 1 8 2199 L31,95500 15840000 2644500 200 510000 53 2 0 J 000 PIiOCTCIt A GANIBLC CO 4 2 05-13-86 S97 35,97995 91 82 36728000 331 401 1S 9.3 7 1 S20 7,28000 2,91500 32 2000 KQYAL DUTCII PC1201.I:UM CU 10 04-01=93 1932 33,G4300 4U55 911U000 i245700 1337 I d59 GLDR I ?5 NY R 3 2 2000 ROYAL DU ICII PI:I ROLCUKf CO 1 0 n.-21,=9 . 22 1i 4,129400 "15 55 91 10000 46SOG 00 105 7 1 159 2 91800 01,01, 1 25 NY It 2,000 ROYAL Du !'CII PI ;fIiOLCUMI CO 1 0 12-05-92 2I 17 42,9-01 00 45 55 91 100 00 4S 15900 112 2 1 459 2,91800 3 2 GLDR I 25 NY Ii 3 2 6,000 ROYAI.DUICIIPCfROLLUA1 CO 3 1 2098 125,87800 273 30000 1 l7 422 00 117 1 8,75400 GLUR 1 25 NY R

4 8 7,896 SUCCOAiMUNICAfIONSINC 2 3 04-25-87 543 42 .86938 2546 201032 16 158 162 78 368 9 1 230 9,71208 5,850 Sf3C COMMUNICATIONS INC 1 7 04-02-97 703 41,130 00 2546 14,4941 00 107811 00 262 1 1 230 7 19> > 17 746 5130 COMMIUNICA I [ON,) INC 4 0 6 1I 53,999 38 319 9T, 16 26. 973 78 3100 16,90759 43

(Federal Employer I .D . #94-6062478) Schedule 5 THE SAMUEL S . JOHNSON FOUNDATION

PORTFOLIO APPRAISAL

May 31, 2003

Pci I'mchrc. 111111 lul .d d1uAc1 UmiaLicJ 1'c1 U1111 knilu II Cur Qu.mlin Snunm \~~als D If( Cuil Cusl 1'n u \ duc (~ uu/I D's C/1 Inco1i1, Income 1 ielJ

2 5;0 U ti 13ANCORP DD NLW 07 07-28 -99 25 99 6575000 21, 70 5996100 -5 781)(10 -8 9 0820 2074 60 3 5 2 530 U S UANCOILI' DI-I NI.\\, 07 08-06=19 2401 6075000 27 70 5996 1 00 -73900 -1 ; 0820 2074 60 > 5 i OGO U S 13ANCORP DI;I. NOV 1 1 12-09-99 1921 9720000 2± 70 1 1992200 22 72200 3; 1 0820 4 149 20 3 5 5,060 U S I3ANCORP DI.I, NI.\V 1 4 02_22.00 1 481 74 95000 2; 70 1 17,922 IIU 44 97200 60 0 O S20 .1 14920 3 5 IS ISO U S flANC01t1' DI'L NEW 1967 29865000 359,76600 61 11600 ?0i 1244760 35

3 000 WASHING ION MU I UAl INC 1 1 07-29-97 2340 7037500 4079 122 340 00 5196500 73 9 1200 3.60000 29 3,000 N'ASI IINGI ON P"IU I UAL INC 1 4 09-25-99 1933 5:t 000 00 4078 122 140 00 6,134000 1109 1 200 3,60000 2 9 6,000 WASHINGTON NIU1WI, INC 2 8 01-24-00 1579 94,75000 4078 244,680 00 14993000 158 2 1 200 7,200 00 2 9 12000 WASI IING fON MUTUAI. IN(. 5 6 1859 223,12500 413936000 26623500 1 19 + 1440000 2 9

?,000 WI'YCRHAI :USIiIt CU 1 1 08-28-00 4575 91,50000 5038 100,70000 926000 10 1 1 600 7 20000 3 2 2,000 \VI:YCItI IACUSCIt CO 1 1 09-21-00 3994 79, 87500 5038 10076000 20 S33 00 26 1 1 600 3,200 00 3 1 4000 WEYERIIALUSFR CO 33 4234 171,37500 201,12000 10 14500 176 640000 32

J 500 WISCONSIN ENERGY COIIP 1 4 10-11-91 2409 10842400 27 85 125 321 00 16901 00 1S 6 0800 3,60000 2 9 1,500 WISCONSIN CNI_IiGY COILI' 0 5 11-11-91 24 55 3682200 27S5 41 77500 495300 1 ; 5 0100 1 200 00 2 9 6,000 WISCONSIN CNI:ILGI' CORE' 19 2~121 145,24600 167,10000 21854 00 150 4,50000 29 COMMON 1; VOCK 101 AL 772 3 144 57771 6 76; 794 97 361921727 115 1 19762439 2 9

I'RI ITRIiLI) Sf'OCh 4 000 DAN(,WCSIGIPI!'AI,I QUIPS 111-1) 1 ; 12-04-00 2500 100,000 00 29 03 116.120 UO 1G 12000 1G 1 2 375 9 100 00 8 2 95 12

d 000 EQUITY Off'ICC Pill Y I R SI:R (. 1 2 07-01-02 2500 10000000 2660 10640000 640000 64 1 937 774900 7 ; ItCll PCRI'I:f

(Federal Employer I .D . 94-6062478) Schedule 5 THE SAMUEL S . JOHNSON FOUNDATION

PORTFOLIO APPRAISAL

May 31, 2003

I'~1 I'm cLi,, 11 .1 .1 Inldl \IuAcl till : 1 1hiul Pet l'ni1 \nmi .d Cm Qu mhh Sccnnl% \slit, DO (L (usl (.osl 1'iitt N, title L.~udl.u%s G/1. Imumr Income 1¢1d

6,000 PUBLIC S I OItnGC Pi u 1 9 01-16-01 2100 150,000 (10 2765 165 90000 1590000 106 2 150 12,90000 7 3 DCPOSI IAItY SIi RI.P

6000 PUGC I SOUND ENERGY CSI' Fit II 1 3 05-18-01 2500 15000000 2685 161,10000 1 1 .100 00 74 2 100 12,60000 7 8 PI n 25 PAR

4,000 ZIONS CAI'I IAL I It R S PI D 1 2 OS-16-02 2500 100,000 00 2726 109,040 00 904000 9 0 1000 8,00000 7 ; PREFERRED S POCK l01 AI 7 5 60000000 65S56000 5856000 9 3 5074800 7 7

COHPOI(,kTr BONDS 100,000 SCARS ROEBUCK ACCH 1 2 12-IG-02 10000 100,001 00 10 28 10327900 327300 33 7210 721000 70 COIiPIN I'CRNOI CS f3/C Sr, 7 230 % U11c 12-15-09

10,000 DOLING CA Pi fAL CORD 0G 04-05-02 10001 50,005 00 106 19 57 09750 309250 62 6350 3,17500 60 INTCRNOI'CS B/F N/ 6 350 °6 Due 04-1 3-12 CORPORA I'C BONDS l O fAl. 1 8 150,01000 156375 50 G,365 50 42 10,425 00 67

GO\LIt,\,\iM \CI.\CII.ti 200,000 fCDI, I IOMI. LOAN BANK BONW) 2 3 05-1 5-03 10000 200,005 00 10050 201 00000 99500 05 3 000 6,00000 3 0 d/I; 3 000 % Due 06-1 1-13 GOVI:RNA"II'Nfi\(,I'NCII:S IOIAI 23 200,00500 201 (10000 99500 () 5 600000 3 0

CTIO 10,000 fCDI . NATI. A"1 fG ASSN IiCn11C I It 00 05-25-93 930 465242 768 3 S41 25 -S 1 I 17 -174 7 000 3,500 00 91 1 1992-IJ7 7 000 % Due 06-25-22 CMO 101 AI, 00 4,65242 3941 25 -811 17 -174 50000 91 I

(Federal Employer I .d . 99-6062478) Schedule 5 THE SAMUEL S . JOHNSON FOUNDATION J

PORTFOLIO APPRAISAL

May 31, 2003

Ptl 1'mchni (nil I'll][ Ala~l,tl IhuiiLnd 1'o Ihul .\nnud Cup Qumbl~ Swnm .\"ils Daft ( nsl (.oil I'nrL \'ihu ( . un/I (I's (Jl Incunu luumilt 1 it Ill

CASIi 106 929,92447 92992447 0230 2 13383 02 0 COLUNIUIA RIVfR DANK CIILCKIN(, 06 51,04526 51,04526 0 OUTSIDE INVS I CAST I AND CQUIVALLNI S l OTAI. 11 2 980,96973 990969 73 2,13883 0?

TOTAL PORTFOLIO 1000 5,080,214 86 8,764,54 1 47 3,684,326 60 72 270,436 22 3 I

(Federal Employer I .a . #94-6062478)