2025-09-04T17:15:50-04:00 2024-12-31 BDO USA 330 E KILBOURN AVENUE SUITE 750 MILWAUKEE WI 53202 990PF 2024-01-01 367092273 Johnson Family Foundation % BRUCE BERGER JOHN 2626647600 555 Main Street Ste 450 Racine WI 53403 Winifred J Marquart President 2626647600 2025-06-25 true true Jacob Cook P01240455 4142725900 2024 2025-03-06 01:10:19Z X 63730986 X 2016093 44023 47307 1049950 2488506 2344919 17251889 2677644 1691705 -82860 0 7146690 5130597 0 0 31972 15986 0 15986 66662 66662 0 0 69997 12197 0 0 168631 94845 0 15986 2034000 2034000 2202631 94845 0 2049986 4944059 5035752 0 17580 102703 102703 6599954 1097817 1097817 24245392 35363582 35363582 27166884 27166884 27166884 5567 58035377 63730986 63730986 0 9154 0 9154 X 58035377 63721832 58035377 63721832 58035377 63730986 58035377 4944059 742396 63721832 63721832 JOHNSON BANK - ST 5994794 5412697 582097 582097 JOHNSON BANK - LT 10924370 9161548 1762822 1762822 CAPITAL GAIN DIVIDENDS P 332725 CAPITAL GAIN DIVIDENDS P 332725 2677644 69997 69997 69997 60843 0 9154 69997 X 0 false false false false false false false true true WI true false false false false true N/A BRUCE BERGER 2626647600 555 MAIN STREET SUITE 450 Racine WI 53403 false false false false false false false false false false false false false false false false false false false false false S Curtis Johnson 555 Main Street Ste 450 Racine WI 53403 Trustee 5.0 0 0 0 Helen P Johnson-Leipold 555 Main Street Ste 450 Racine WI 53403 Trustee 5.0 0 0 0 H Fisk Johnson 555 Main Street Ste 450 Racine WI 53403 Trustee 5.0 0 0 0 Winifred J Marquart 555 Main Street Ste 450 Racine WI 53403 President 5.0 0 0 0 34269877 1145174 27166885 62581936 0 62581936 938729 61643207 3082160 3082160 69997 69997 3012163 3012163 3012163 2049986 0 0 0 0 2049986 3012163 0 2022 2021 2020 0 22400 22400 2049986 0 2049986 0 22400 22400 0 0 0 939777 NA X AFTER THE RACES 1966 Appleton Rd Elkton MD 21921 NONE PC Unrestricted 10000 CABLE FIRE DEPARTMENT 6900 Nicholson Rd Caledonia WI 53108 NONE GOV Unrestricted 1000 CALEDONIA FIRE DEPARTMENT 6900 Nicholson Rd Caledonia WI 53108 NONE GOV Unrestricted 5000 CALEDONIA POLICE DEPARTMENT 6900 Nicholson Rd Caledonia WI 53108 NONE GOV Unrestricted 10000 CANCER CARE FOUNDATON OF TIDEWATER 6251 E Virginia Beach Blvd 320 Norfolk VA 23502 NONE PC Unrestricted 1000 CATTERPILLAR MINISTRIES 12001 Cimmaron Rd Huntersville NC 28078 NONE PC Unrestricted 20000 CHOATE ROSEMARY HALL FOUNDATION 333 Christian St Wallingford CT 06492 NONE PC Unrestricted 5000 COCO'S HEART DOG RESCUE 449 County Rd V V Somerset WI 54025 NONE PC Unrestricted 14000 CORNELL UNIVERSITY 616 Thurston Ave Ithaca NY 14853 NONE PC Unrestricted 50000 DRUMMOND FIRE DEPT 52650 Front Avenue PO Box 24 Drummond WI 54832 NONE GOV Unrestricted 1000 EXUMA FOUNDATION 5885 Landerbrook Dr St 300 Mayfield Heights OH 44124 NONE PC Unrestricted 100000 FILMAKERS COLLABORATIVE 6 Eastman Place 202 Melrose MA 02176 NONE PC Unrestricted 10000 FOOD BANK OF SE VIRGINIA 800 Tidewater Dr Norfolk VA 23504 NONE PC Unrestricted 2500 GRAND VIEW FIRE DEPARTMENT 22030 Grand View Blvd Grand View WI 54839 NONE GOV Unrestricted 1000 INTERNATIONAL SCHOOL OF BROOKLYN 192 Luquer St Brooklyn NY 11231 NONE PC Unrestricted 15000 JOURNEY TO LIVING FREE INC 555 Main St Ste 450 Racine WI 53403 NONE PC Unrestricted 40000 KIND CAMPAIGN 11766 Wilshire Blvd Ste 500 Los Angeles CA 90025 NONE PC Unrestricted 10000 LEAH'S HOPES & DREAMS 3832 Freedom Dr Charlotte NC 28202 NONE PC Unrestricted 20000 LAKE OWEN ASSOCIATION INC PO Box 132 Cable WI 54821 NONE PC Unrestricted 50000 LEE'S FRIENDS 7400 Hampton Blvd 201 Norfolk VA 23505 NONE PC Unrestricted 2000 MEALS ON WHEELS 3750 Sentara Way Virginia Beach VA 23452 NONE PC Unrestricted 2500 MINNESOTA WILD FOUNDATION 317 Washington St St Paul MN 55102 NONE PC Unrestricted 6000 NAMAKAGON VOLUNTEER FIRE DEPARTMENT 24375 Garden Lake Road Cable WI 54821 NONE GOV Unrestricted 1000 NAVY SEAL FOUNDATION 1619 D Street Virginia Beach VA 23459 NONE PC Unrestricted 1000 NORFOLK ACADEMY 1585 Wesletan Dr Norfolk VA 23502 NONE PC Unrestricted 16500 PRAIRIE SCHOOL 4050 Lighthouse Dr Racine WI 53403 NONE PC Unrestricted 1203000 RACINE COUNTY FOOD BANK 2000 De Koven Ave Racine WI 53403 NONE PC Unrestricted 30000 RACINE COUNTY PONY CLUB 5518 WI-31 Racine WI 53402 NONE PC Unrestricted 10000 RACINE ZOO 2131 N Main Street Racine WI 53402 NONE PC Unrestricted 300000 RISEVB 3323 Shore Drive Virginia Beach VA 23451 NONE PC Unrestricted 5000 SAFE HAVEN OF RACINE INC 1030 Washington Ave 1762 Racine WI 53403 NONE PC Unrestricted 5000 SAINT JUDE'S CHILDREN HOSPITAL 5501 N Cumberland Ave 101 Chicago IL 60656 NONE PC Unrestricted 2000 SOUTHERN APPALCHIAN HIGHLANDS CONSERVANCY 372 Merrimon Ave Asheville NC 28801 NONE PC Unrestricted 10000 SUSAN G KOMEN - TIDEWATER 13770 Noel Road Suite 801889 Dallas TX 75380 NONE PC Unrestricted 5500 TEAM RUBICON 5230 Pacific Concourse Drive Ste 2 Los Angeles CA 90045 NONE PC Unrestricted 4000 THE UNION MISSION MINISTRIES 5100 E Virginia Beach Blvd Norfolk VA 23502 NONE PC Unrestricted 15000 VETERANS OUTREACH OF WISCONSIN 1624 Yout St Racine WI 53404 NONE PC Unrestricted 30000 WIND POINT POLICE DEPARTMENT 4725 Lighthouse Dr Racine WI 53402 NONE GOV Unrestricted 2500 WOMENS RESOURCE CENTER 1547 College Ave Racine WI 53403 NONE PC Unrestricted 5000 WOOF GANG RESCUE 1906 Melvin Ave Racine WI 53404 NONE PC Unrestricted 2500 WORLD CENTRAL KITCHEN INC 200 Massachusetts Ave NW 7th Floor Washington DC 20001 NONE PC Unrestricted 5000 WOUNDED WARRIOR PROJECT 230 W Monroe St Suite 200 Chicago IL 60606 NONE PC Unrestricted 5000 2034000 14 44023 14 1049950 18 2344919 OTHER 18 1691705 5130597 5130597 false false false false false false false false false false X X 1 IPJ Marital Income Tr 555 Main Street Racine WI 53403 2016093 X ACCOUNTING FEES 31972 15986 0 15986 VANGUARD GNMA FUND-ADM 885308 885308 BAIRD INTERMEDIATE BD-INSTL 2092824 2092824 VANGUARD EMERGING MKTS 154968 154968 BBH LIMITED DURATION-I 528279 528279 ISHARES 3-7 YEAR TREASURY BOND 366987 366987 VOYA SECURITIZED CREDIT-I 263196 263196 PERFORMANCE TR STRAT BND 929842 929842 ALLSPRING SPEC M/C VAL-R6 451592 451592 DODGE & COX STOCK FUND #145 1119066 1119066 FED HER MDT SMALL CAP COR-IN 674111 674111 INVESCO S&P 500 TOP 50 ETF 758743 758743 ISHARES CORE MSCI EAFE ETF 604197 604197 ISHARES CORE S&P 500 ET 4569334 4569334 ISHARES RUSSELL 1000 GROWTH 887090 887090 PRINCIPAL MIDCAP FUND-INS 517584 517584 VANGUARD 500 INDEX FUND 469333 469333 ARTISAN INTL VALUE FUND-ADV 1137423 1137423 BGF EMERGING MARKETS-K 910172 910172 GRANDEUR PEAK INTL STLWR-INS 402836 402836 MFS INTERNATIONAL GROWTH-R6 478216 478216 OAKMARK INTERNATIONAL-INST 397049 397049 VANGUARD GNMA FUND-ADM 799418 799418 BAIRD INTERMEDIATE BD-INSTL 1900189 1900189 VANGUARD EMERGING 133973 133973 BBH LIMITED DURATION-I 478659 478659 ISHARES 3-7 YEAR TREASURY BOND 331975 331975 VOYA SECURITZED CREDIT-I 226645 226645 PERFORMANCE TR STRAT BND 847841 847841 ALLSPRING SPEC M/C VAL-R6 402685 402685 DODGE & COX STOCK FUND #145 997455 997455 FED HER MDT SMALL CAP COR-IN 609344 609344 INVESCO S&P 500 TOP 50 ETF 770083 770083 ISHARES CORE MSCI EAFE ETF 515574 515574 ISHARES CORE S&P 500 ETF 4562859 4562859 ISHARES RUSSELL 1000 GROWTH 834483 834483 PRINCIPAL MIDCAP FUND-INS 465143 465143 ARTISAN INTL VALUE FUND-ADV 967614 967614 BGF EMERGING MARKETS-K 798314 798314 GRANDEUR PEAK INTL STLWR-INS 342245 342245 MFS INTERNATIONAL GROWTH-R6 431479 431479 OAKMARK INTERNATIONAL-INST 349454 349454 HORIZON 1982 INVESTMENT CO. AT COST 288010 288010 COMBINED PARTNERS LTD PTNSP A AT COST 1243579 1243579 COMBINED PARTNERS LTD PTNSP B AT COST 1458271 1458271 CURELLE ASSOC LTD PARTNERSHIP AT COST 4080757 4080757 JOHNSON FAMILY PARTNERSHIP AT COST 14078923 14078923 SF&H PARTNERS LTD PTNSP B AT COST 2173430 2173430 SAFISK ASSOCIATES LTD PTNSP A AT COST 1768480 1768480 SAFISK ASSOCIATES LTD PTNSP B AT COST 2075434 2075434 Other Investment Income 2004 2004 0 Other Partnership Income 1689701 -84864 0 UNREALIZED GAIN 742396 PAYABLE - FEDERAL TAX 0 9154 TRUST ADMINISTRATION EXPENSE 47422 47422 0 0 OTHER PROFESSIONAL FEES 19240 19240 0 0 FEDERAL EXCISE TAX 69997 0 0 0 FOREIGN TAX 0 12197 0 0