2026-06-18T17:08:05+00:00 2025-12-31 135381590 BDO USA 330 E KILBOURN AVE STE 750 MILWAUKEE WI 532023145 990PF 2025-01-01 367092273 JOHNSON FAMILY FOUNDATION JOHN 2626647600 555 MAIN STREET 450 RACINE WI 53403 Winifred J Marquart President 2026-06-18 true JAKE COOK P01240455 4142725900 2026-06-08 2025 2025-03-06 01:10:19Z X 67555092 X 201623 29185 29685 0 959009 2675840 0 1331374 11258949 1331374 0 0 0 1696907 -19924 0 4218098 4016975 0 14749 0 0 14749 43586 21793 0 21793 53669 53669 0 0 57204 12469 0 0 0 0 0 0 0 0 0 169208 87931 0 36542 3523677 3223677 3692885 87931 0 3260219 525213 3929044 0 102703 48743 48743 1097817 1545447 1545447 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 35363582 38776376 38776376 0 0 0 0 0 0 27166884 27166884 27166884 0 0 0 0 0 17642 17642 63730986 67555092 67555092 0 0 0 0 9154 0 9154 0 X 63721832 67555092 63721832 67555092 63730986 67555092 63721832 525213 3308047 67555092 0 67555092 TOTAL CAPITAL GAIN DISTRIBUTIONS 774999 774999 0 774999 PUBLICLY TRADED SECURITIES - ST 5774602 5796788 -22186 0 -22186 PUBLICLY TRADED SECURITIES - LT 4739964 4161403 578561 0 578561 1331374 54614 0 54614 54614 55000 0 55000 X 15 371 371 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 true false false true false false false false S CURTIS JOHNSON 555 MAIN STREET RACINE WI 53403 TRUSTEE 5.00 0 0 HELEN P JOHNSON-LEIPOLD 555 MAIN STREET STE 450 RACINE WI 53403 TRUSTEE 5.00 0 0 H FISK JOHNSON 555 MAIN STREET STE 450 RACINE WI 53403 TRUSTEE 5.00 0 0 WINIFRED J MARQUART 555 MAIN STREET STE 450 RACINE WI 53403 PRESIDENT 5.00 0 0 0 38765352 783942 27166884 66716178 0 66716178 1000743 65715435 3285772 3285772 54614 54614 3231158 190000 3421158 3421158 3260219 0 0 3260219 3421158 939777 0 3260219 939777 0 0 2320442 0 0 0 0 0 0 1100716 0 0 0 0 0 0 0 0 X AFTER THE RACES 1966 APPLETON ROAD ELKTON MD 21921 NONE PC UNRESTRICTED 5000 BIG SHOULDERS FUND 212 W VAN BUREN STREET STE 900 CHICAGO IL 60607 NONE PC UNRESTRICTED 2500 BLUE RIDGE CONSERVANCY PO BOX 568 BOONE NC 28607 NONE PC UNRESTRICTED 5000 BOYS AND GIRLS CLUB OF KENOSHA INC 1330 52ND STREET KENOSHA WI 53140 NONE PC UNRESTRICTED 20000 CABLE NATURAL HISTORY MUSEUM INC PO BOX 416 CABLE WI 54821 NONE PC UNRESTRICTED 25000 CHILDRENS HOSPITAL LOS ANGELES 4650 SUNSET BOULEVARD LOS ANGELES CA 90027 NONE PC UNRESTRICTED 5000 CHOATE ROSEMARY HALL FOUNDATION INCORPORATED 333 CHRISTIAN ST WALLINGFORD CT 06492 NONE PC UNRESTRICTED 5000 COCOS HEART DOG RESCUE 449 COUNTY ROAD VV SOMERSET WI 54025 NONE PC Unrestricted 5000 CORNELL UNIVERSITY 377 PINE TREE ROAD ITHACA NY 14850 NONE PC Unrestricted 50000 FIRST PRESBYTERIAN CHURCH 716 COLLEGE AVENUE RACINE WI 53403 NONE PC ORGAN PROJECT 70677 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PLACE CHICAGO IL 60632 NONE PC UNRESTRICTED 2500 HABITAT FOR HUMANITY OF RACINE & KENOSHA COUNTIES 1501 VILLA ST RACINE WI 53403 NONE PC UNRESTRICTED 100000 HAZELDEN BETTY FORD FOUNDATION PO BOX 11 CENTER CITY MN 55012 NONE PC UNRESTRICTED 30000 HOSPITALITY CENTER INC 614 MAIN STREET RACINE WI 53403 NONE PC UNRESTRICTED 3750 INTERNATIONAL SCHOOL OF BROOKLYN 477 COURT STREET BROOKLYN NY 11231 NONE PC Unrestricted 10000 JOURNEY TO LIVING FREE 555 MAIN STREET STE 450 RACINE WI 53403 NONE PF PROGRAM SUPPORT 300000 KATIE FLOWERS ENDOWMENT INC PO BOX 176 CABLE WI 54821 NONE SO I FOREST LODGE PUBLIC LIBRARY 25000 LEAHS HOPES AND DREAMS ORGANIZATION PO BOX 3424 MOORESVILLE NC 28117 NONE PC UNRESTRICTED 35000 LEES FRIENDS 7400 HAMPTON BLVD NORFOLK VA 23505 NONE PC Unrestricted 4000 MEALS ON WHEELS OF VIRGINIA BEACH INC 745 LITTLE NECK ROAD VIRGINIA BEACH VA 23452 NONE PC Unrestricted 5000 MINNESOTA WILD FOUNDATION 317 WASHINGTON ST ST PAUL MN 55102 NONE PC UNRESTRICTED 20000 MOTE MARINE LABORATORY 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 NONE PC UNRESTRICTED 10000 NAMAKAGON VOLUNTEER FIRE DEPARTMENT 16690 STONE PINE DRIVE CABLE WI 54821 NONE PC UNRESTRICTED 1000 NAVY SEAL FOUNDATION 1619 D STREET BLDG 5326 VIRGINIA BEACH VA 23459 NONE PC Unrestricted 3500 NORFOLK ACADEMY 1585 WESLEYAN DRIVE NORFOLK VA 23502 NONE PC Unrestricted 20000 RACINE COUNTY PROJECT EMERGENCY INC 2000 DEKOVEN AVE UNIT 2 RACINE WI 53403 NONE PC RACINE COUNTY FOOD BANK 20000 RACINE FIRE BELLS INCORPORATED 3624 HAVEN AVENUE RACINE WI 53405 NONE PC UNRESTRICTED 2500 RACINE ZOOLOGICAL SOCIETY 200 GOOLD ST RACINE WI 53402 NONE PC UNRESTRICTED 25000 REACT19 INC 1288 N SUMMIT AVE STE 107 PMG 101 OCONOMOWOC WI 53066 NONE PC UNRESTRICTED 5000 RIVER BEND NATURE CENTER INC 3600 N GREEN BAY ROAD RACINE WI 53404 NONE PC UNRESTRICTED 20000 RONALD MCDONALD HOUSE CHARITIES OF HUNTINGTON INC 1500 17TH STREET HUNTINGTON WV 25701 NONE PC UNRESTRICTED 5000 SUSAN G KOMEN BREAST CANCER FOUNDATION 13770 NOEL ROAD SUITE 801889 DALLAS TX 75380 NONE PC UNRESTRICTED 10000 TEAM RUBICON 5230 PACIFIC CONCOURSE DRIVE STE 2 LOS ANGELES CA 90045 NONE PC UNRESTRICTED 5000 THE EXUMA FOUNDATION 5900 LANDERBROOK DRIVE STE 200 MAYFIELD HEIGHTS WI 44124 NONE PC UNRESTRICTED 400000 THE EXUMA FOUNDATION 5900 LANDERBROOK DRIVE STE 200 MAYFIELD HEIGHTS WI 44124 NONE PC PROJECTORS 5000 THE JOHNSON FOUNDATION INC 33 EAST FOUR MILE ROAD RACINE WI 53402 NONE POF UNRESTRICTED 350000 THE PRAIRIE SCHOOL INC 4050 LIGHTHOUSE DRIVE RACINE WI 53402 NONE PC SCHOLARSHIP FUND 350000 THE PRAIRIE SCHOOL INC 4050 LIGHTHOUSE DRIVE RACINE WI 53402 NONE PC UNRESTRICTED 1467500 TOWN OF CABLE 43395 RANDYSEK RD CABLE WI 54821 NONE PC CABLE FORWARD 49000 TOWN OF CABLE 43395 RANDYSEK RD CABLE WI 54821 NONE GOV CABLE FIRE DEPARTMENT 1000 TOWN OF DRUMMOND 52650 FRONT AVENUE PO BOX 24 DRUMMOND WI 54832 NONE GOV DRUMMOND FIRE & RESCUE 1000 TOWN OF GRAND VIEW 22030 GRAND VIEW BLVD GRAND VIEW WI 54839 NONE GOV GRAND VIEW FIRE DEPARTMENT 1000 TRUSTEES OF DARTMOUTH COLLEGE 7 LEBANON STREET STE 302 HANOVER NH 03755 NONE PC UNRESTRICTED 10000 VETERANS OUTREACH OF WISCONSIN 1624 YOUT ST RACINE WI 53404 NONE PC UNRESTRICTED 3750 VOLUNTEER CENTER OF RACINE INC 6216 WASHINGTON AVENUE RACINE WI 53406 NONE PC UNRESTRICTED 25000 WATER ORG INC 117 W 20TH ST STE 203 KANSAS CITY MO 64108 NONE PC UNRESTRICTED 2500 WOOF GANG RESCUE 1906 MELVIN AVENUE RACINE WI 53404 NONE PC Unrestricted 2500 3523677 0 14 29185 14 959009 18 1331374 OTHER 18 1696907 0 4016475 0 4016475 false false false false false false false false false false X X 1 IPJ MARITAL INCOME TR 555 MAIN STREET RACINE WI 53403 201623 X ACCOUNTING FEES 43586 21793 0 21793 JOURNEY TO LIVING FREE 555 MAIN STREET STE 450 RACINE WI 53403 2018-12-17 100000 PROGRAM SUPPORT 68831 NO 12/31/2018, 12/31/2019, 12/31/2020, 12/31/2021, 12/31/2022, 12/31/2023, 12/31/2024, 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS. THE ORGANIZATION WAS IN THE INITIAL PHASES OF ITS CHARITABLE PROGRAMS AT THE TIME. JOURNEY TO LIVING FREE 555 MAIN STREET STE 450 RACINE WI 53403 2019-12-17 50000 PROGRAM SUPPORT 0 NO 12/31/2019, 12/31/2020, 12/31/2021, 12/31/2022, 12/31/2023, 12/31/2024, 12/31/2025 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS. THE ORGANIZATION WAS IN THE INITIAL PHASES OF ITS CHARITABLE PROGRAMS AT THE TIME. JOURNEY TO LIVING FREE 555 MAIN STREET STE 450 RACINE WI 53403 2021-12-17 50000 PROGRAM SUPPORT 0 NO 12/31/2021, 12/31/2022, 12/31/2023, 12/31/2024, 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS. JOURNEY TO LIVING FREE 555 MAIN STREET STE 450 RACINE WI 53403 2022-11-22 50000 PROGRAM SUPPORT 0 NO 12/31/2022, 12/31/2023, 12/31/2024, 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS. JOURNEY TO LIVING FREE 555 MAIN STREET STE 450 RACINE WI 53403 2023-12-21 50000 PROGRAM SUPPORT 0 NO 12/31/2023, 12/31/2024, 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS. JOURNEY TO LIVING FREE 555 MAIN STREET STE 450 RACINE WI 53403 2024-11-15 40000 PROGRAM SUPPORT 0 NO 12/31/2024, 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS. JOURNEY TO LIVING FREE 555 MAIN STREET STE 450 RACINE WI 53403 2025-11-14 50000 PROGRAM SUPPORT 0 NO 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS. JOURNEY TO LIVING FREE 555 MAIN STREET STE 450 RACINE WI 53403 2025-12-16 250000 PROGRAM SUPPORT 0 NO 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS. ISHARES CORE S&P 500 ETF 4484301 4484301 ISHARES CORE S&P 500 ETF 4276765 4276765 BAIRD INTERMEDIATE BD-INSTL 1434495 1434495 BAIRD INTERMEDIATE BD-INSTL 1417116 1417116 ARTISAN INTL VALUE FUND-INS 1211551 1211551 ARTISAN INTL VALUE FUND-INS 1191830 1191830 DODGE & COX STOCK FUND #145 1007799 1007799 BGF EMERGING MARKETS-K 1007131 1007131 PRINCIPAL MIDCAP FUND-INS 998109 998109 BGF EMERGING MARKETS-K 971437 971437 FED HER MDT SMALL CAP COR-IN 965317 965317 DODGE & COX STOCK FUND #145 964610 964610 PRINCIPAL MIDCAP FUND-INS 956683 956683 FED HER MDT SMALL CAP COR-IN 886745 886745 ALLSPRING SPEC M/C VAL-R6 872301 872301 ALLSPRING SPEC M/C VAL-R6 815175 815175 ISHARES RUSSELL 1000 GROWTH 792304 792304 ISHARES RUSSELL 1000 GROWTH 758700 758700 INVESCO S&P 500 TOP 50 ETF 739044 739044 INVESCO S&P 500 TOP 50 ETF 702409 702409 ISHARES CORE MSCI EAFE ETF 661199 661199 PERFORMANCE TR STRAT BND 644979 644979 ISHARES CORE MSCI EAFE ETF 634808 634808 PERFORMANCE TR STRAT BND 633415 633415 VANGUARD GNMA FUND-ADM 613271 613271 VANGUARD GNMA FUND-ADM 602674 602674 MFS INTERNATIONAL GROWTH-R6 524639 524639 MFS INTERNATIONAL GROWTH-R6 505033 505033 GRANDEUR PEAK INTL STLWR-INS 461033 461033 OAKMARK INTERNATIONAL-INST 450101 450101 GRANDEUR PEAK INTL STLWR-INS 449571 449571 OAKMARK INTERNATIONAL-INST 426650 426650 BBH LIMITED DURATION-I 365827 365827 BND-ADM BBH LIMITED DURATION-I 360806 360806 ISHARES 3-7 YEAR TREASURY 256841 256841 ISHARES 3-7 YEAR TREASURY 251829 251829 VOYA SECURITIZED CREDIT-I 176204 176204 VOYA SECURITIZED CREDIT-I 174688 174688 VANGUARD EMERG MKTS 111688 111688 VANGUARD EMERG MKTS 110726 110726 VANGUARD 500 INDEX FUND 0 0 COHEN & STEERS INST RLTY SH 681056 681056 VICTORY CAT BOND FUND-Y 656656 656656 VICTORY MRKT NTRL INC-I 602811 602811 COHEN & STEERS INST RLTY SH 679056 679056 VICTORY CAT BOND FUND-Y 687494 687494 VICTORY MRKT NTRL INC-I 599499 599499 JOHNSON FAMILY PARTNERSHIP FMV 14078923 14078923 CURELLE ASSOC LTD PARTNERSHIP FMV 4080756 4080756 SF&H PARTNERS LTD PTNSP B FMV 2173430 2173430 SAFISK ASSOCIATES LTD PTNSP B FMV 2075434 2075434 SAFISK ASSOCIATES LTD PTNSP A FMV 1766297 1766297 COMBINED PARTNERS LTD PTNSP B FMV 1458270 1458270 COMBINED PARTNERS LTD PTNSP A FMV 1242743 1242743 HORIZON 1982 INVESTMENT CO. FMV 291031 291031 LEGAL FEES 14749 14749 PREPAID EXCISE TAX 0 17642 17642 OTHER PARTNERSHIP INCOME 1689701 -26980 OTHER INVESTMENT INCOME 7206 7056 UNREALIZED GAIN 3308047 PAYABLE - FEDERAL TAX 9154 0 TRUST ADMINISTRATION EXPENSE 53669 53669 FEDERAL EXCISE TAX 57204 0 0 0 FOREIGN TAX 12469 0 0