Eighty-four percent of the 2021 Charitable Expenditures were allocated to grants while the remaining 16 percent went to charitable expenses.
The asset allocation as of December 31, 2021 was as follows: 29 percent was in US Equity, 24 percent was in OCIO-Private Equity and Real Assets, 11 percent was in Bonds and Cash, 11 percent was in Total Flexible Capital, 11 percent was in Non US Developed Equity, 7 percent was in Emerging Market Equity and 7 percent was in Global Ex US Equity.
Annualized Trailing Return (%)
| Fund | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception |
|---|---|---|---|---|---|
| JSF Total Assets | 18.4 | 16.9 | 11.8 | 9.2 | 10.2 |
| Policy Index | 16.5 | 17.9 | 12.0 | 8.8 | 8.4 |
| MSCI AC World Index | 18.5 | 20.4 | 14.4 | 11.9 | 7.6 |
| S&P 500 Index | 28.7 | 26.1 | 18.5 | 16.6 | 10.2 |
| Blbg Barc U.S. Aggregate | -1.5 | 4.8 | 3.6 | 2.9 | 5.1 |
| BOA 91 Day Treasury Index | 0.0 | 1.0 | 1.1 | 0.6 | 2.1 |
| Consumer Price Index | 7.4 | 3.7 | 3.0 | 2.2 | 2.3 |
Johnson Scholarship Foundation
One N. Clematis Street, Suite 307
West Palm Beach, FL 33401
The Johnson Scholarship Foundation is a private Foundation. It does not make individual grants. All scholarships and grants are made through selected institutions. The Foundation’s support of these causes is delivered through a variety of scholarships and grant programs, which are described in this site.
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