Nonprofit · EIN 36-7092273
JOHNSON FAMILY FOUNDATION TR
Also known as JOHNSON SAMUEL C TTEE
Tax-exempt · RACINE, WI 53403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,218,098 | $3,692,885 | $525,213 | $67,555,092 | $0 | $67,555,092 |
| December 31, 2024 | 990-PF | $7,146,690 | $2,202,631 | $4,944,059 | $63,730,986 | $9,154 | $63,721,832 |
| December 31, 2023 | 990-PF | $16,472,521 | $1,587,143 | $14,885,378 | $58,035,377 | $0 | $58,035,377 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $201,623
- Dividends
- $959,009
- Interest
- $29,185
- Net gain from sales of assets
- $1,331,374
- Other income
- $1,696,907
Expenses
- Grants and similar amounts paid
- $3,523,677
- Disbursements for charitable purposes
- $3,260,219
- Excise tax on investment income
- $54,614
Balance sheet and other
- Total assets, start of year
- $63,730,986
- Total assets, end of year
- $67,555,092
- Total liabilities, end of year
- $0
- Net assets, end of year
- $67,555,092
- Fair market value of assets
- $67,555,092
- Qualifying distributions
- $3,260,219
- Net investment income
- $4,016,975
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S CURTIS JOHNSON 555 MAIN STREET, RACINE, WI 53403 | TRUSTEE | 5 | $0 |
| HELEN P JOHNSON-LEIPOLD 555 MAIN STREET STE 450, RACINE, WI 53403 | TRUSTEE | 5 | $0 |
| H FISK JOHNSON 555 MAIN STREET STE 450, RACINE, WI 53403 | TRUSTEE | 5 | $0 |
| WINIFRED J MARQUART 555 MAIN STREET STE 450, RACINE, WI 53403 | PRESIDENT | 5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S Curtis Johnson 555 Main Street Ste 450, Racine, WI 53403 | Trustee | 5 | $0 |
| Helen P Johnson-Leipold 555 Main Street Ste 450, Racine, WI 53403 | Trustee | 5 | $0 |
| H Fisk Johnson 555 Main Street Ste 450, Racine, WI 53403 | Trustee | 5 | $0 |
| Winifred J Marquart 555 Main Street Ste 450, Racine, WI 53403 | President | 5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S Curtis Johnson 555 Main Street Ste 450, Racine, WI 53403 | Trustee | 5 | $0 |
| Helen P Johnson-Leipold 555 Main Street Ste 450, Racine, WI 53403 | Trustee | 5 | $0 |
| H Fisk Johnson 555 Main Street Ste 450, Racine, WI 53403 | Trustee | 5 | $0 |
| Winifred J Marquart 555 Main Street Ste 450, Racine, WI 53403 | President | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 555 MAIN ST STE 450, RACINE, WI 53403-4615
- In care of
- % BRUCE BERGER
- Signed the 990-PF
- Winifred J Marquart, President
- Phone
- (262) 664-7600
- Return prepared by
- BDO USA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-7092273
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $67,555,092
- Income (IRS master file)
- $14,145,673
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,218,098 | $3,692,885 | $67,555,092 | XML |
| 990-PF | December 2024 | $7,146,690 | $2,202,631 | $63,730,986 | XML |
| 990-PF | December 2023 | $16,472,521 | $1,587,143 | $58,035,377 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-7092273).
Questions about JOHNSON FAMILY FOUNDATION TR
- What is the EIN of JOHNSON FAMILY FOUNDATION TR?
- The employer identification number (EIN) of JOHNSON FAMILY FOUNDATION TR is 36-7092273.
- Is JOHNSON FAMILY FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to JOHNSON FAMILY FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHNSON FAMILY FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHNSON FAMILY FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHNSON FAMILY FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOHNSON FAMILY FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JOHNSON FAMILY FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,218,098, expenses of $3,692,885 and total assets of $67,555,092 at year end.
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All nonprofits in RACINE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations