2025-05-14T13:50:16-07:00 2024-12-31 274510644 Philip T Charon and Co PLLC 6220 Colleyville Blvd Suite A Colleyville TX 76034 990PF 2024-01-01 251675809 THE CARL J AND MARGOT A JOHNSON FOUNDATION CARL 4125126764 1409 Brighton Circle Lawrence KS 66049 CARL J JOHNSON TRUSTEE 4125126764 2025-04-10 true true Philip T Charon P01442771 8179443040 2025-05-14 2024 2025-03-06 01:10:19Z X 53789582 X X 38 38 12890 12890 5973191 8540235 5973191 0 481944 -3055 6468063 5983064 15000 15000 18575 18575 8774 8774 10748 10748 0 0 336 336 1406 1406 4064 4064 58903 58903 0 1397000 1397000 1455903 58903 1397000 5012160 5924161 205280 61648 61648 0 0 32413 0 0 0 5082467 12146867 12146867 5561917 3324325 16876244 0 1145000 1145000 2414 2414 0 0 0 23559007 23555951 23555952 0 458659 3871 3871 34899743 40237662 53789582 0 0 0 0 0 X 9587099 9916557 25312644 30321105 34899743 40237662 34899743 40237662 34899743 5012160 329458 40241361 3699 40237662 Coherent Corp - All Sales D 1991-12-18 2024-12-31 8021823 0 2235529 5786294 0 0 0 5786294 Publicly Traded Securites P 2016-12-20 2024-01-02 185624 0 156222 29402 0 0 0 29402 Publicly Traded Securities P 2020-03-11 2024-01-02 332786 0 175291 157495 0 0 0 157495 5973191 82346 0 82346 0 82346 0 X 208 82554 0 false false false false false false false true true PA TX true false false false false true N/A Joseph D Brookhart 7233987940 9335 Sara Gulch Way Parker CO 80138 false false false false true false false false false false false true false false false false false false false false false false false false CARL J JOHNSON 90 ELISABETH WAY MCKINNEY TX 75069 TRUSTEE 1.00 0 0 0 JAMIE BROOKHART 700 Maple Creek Dr MCKINNEY TX 75069 TRUSTEE 3.00 0 0 0 JD BROOKHART 700 Maple Creek Dr FAIRVIEW TX 75069 EXECUTIVE DIRECTOR 15.00 15000 0 0 NONE 0 John Trepl II 24040 Camino del Avion A107 Dana Point CA 92629 Engineering 119313 Joseph Ryan Brookhart 9335 Sara Gulch Way Parker CO 80138 Investment Advisor 60000 0 48159026 620889 644350 49424265 0 49424265 741364 48682901 2434145 2434145 82346 82346 2351799 2351799 2351799 1397000 1397000 2351799 0 0 0 0 0 0 0 1397000 0 0 0 1218403 178597 178597 0 0 0 1133396 0 178597 0 0 0 0 178597 CARL J JOHNSON CARL J JOHNSON X Purdue University Hovde Hall Administration West Lafayette IN 47907 Higher Edu501(c)(3) Furtherence of Wafer Fab Engineering Technology 1397000 1397000 14 38 14 12890 18 5973191 Alternative Investments 14 5986119 5986119 false false false false false false false false false false P T Charon CPA PLLC Acctg & Tax 8774 8774 Coherent Corp Common Stock - 5,000 shs 1991-12 Donated 2024-01 224724 93500 131224 Coherent Corp Common Stock - 6,500 shs 1991-12 Donated 2024-01 301322 116876 184446 Coherent Corp Common Stock - 1,000 shs 1991-12 Donated 2024-02 49335 18700 30635 Coherent Corp Common Stock - 9,000 shs 1991-12 Donated 2024-02 561886 168300 393586 Coherent Corp Common Stock - 3,397 shs 1991-12 Donated 2024-02 199980 63525 136455 Coherent Corp Common Stock - 8,000 shs 1991-12 Donated 2024-03 531834 149600 382234 Coherent Corp Common Stock - 10,000 shs 1991-12 Donated 2024-03 633025 187000 446025 Coherent Corp Common Stock - 1,700 shs 1991-12 Donated 2024-04 97794 31790 66004 Coherent Corp Common Stock - 2,000 shs 1991-12 Donated 2024-04 112404 37400 75004 Coherent Corp Common Stock - 4,000 shs 1991-12 Donated 2024-04 203622 74800 128822 Coherent Corp Common Stock - 9,500 shs 1991-12 Donated 2024-04 526290 177650 348640 Coherent Corp Common Stock - 4,000 shs 1991-12 Donated 2024-05 231609 74800 156809 Coherent Corp Common Stock - 4,000 shs 1991-12 Donated 2024-05 217765 74800 142965 Coherent Corp Common Stock - 1,700 shs 1991-12 Donated 2024-05 101341 31790 69551 Coherent Corp Common Stock - 12,000 shs 1991-12 Donated 2024-06 782258 224400 557858 Coherent Corp Common Stock - 5,000 shs 1991-12 Donated 2024-08 330535 93500 237035 Coherent Corp Common Stock - 5,000 shs 1991-12 Donated 2024-08 395853 93500 302353 Coherent Corp Common Stock - 5,000 shs 1991-12 Donated 2024-08 351322 93500 257822 Coherent Corp Common Stock - 13,000 shs 1991-12 Donated 2024-09 1135685 243100 892585 Coherent Corp Common Stock - 10,000 shs 1991-12 Donated 2024-10 1033241 187000 846241 Alphabet Inc 300shs 2020-03 Purchased 2024-01 42126 18050 24076 Amazon Com Inc 200shs 2020-03 Purchased 2024-01 30743 18192 12551 Apple Inc 252 shs 2020-03 Purchased 2024-01 48879 17434 31445 Cisco Systems Inc 473 shs 2020-03 Purchased 2024-01 23884 17381 6503 Costco Whlsle Corp 58shs 2020-03 Purchased 2024-01 38426 17249 21177 Disney Walt Co 168 shs 2020-03 Purchased 2024-01 15202 17402 -2200 ETF Ser Solutions Range Cancer 4450 shs 2016-12 Purchased 2024-01 61410 93253 -31843 Lowes Cos Inc 176 shs 2020-03 Purchased 2024-01 39234 17515 21719 Meta Platforms Inc 102 shs 2020-03 Purchased 2024-01 36745 17328 19417 Prologis Inc 233 shs 2020-03 Purchased 2024-01 31225 17334 13891 Select Sector SPDR Hlth Care 910 shs 2016-12 Purchased 2024-01 124214 62969 61245 VISA Inc 101 shs 2020-03 Purchased 2024-01 26322 17406 8916 Federated Hermes MNY MKT 1145000 1145000 Coherent Corp 3324325 16876244 Equipment 2414 2414 0 Millenium International FOCUS cl GG 334856 334856 Engaged Capital 471095 471096 SemiQ, Inc 22750000 22750000 Sherrod, German & Kelly Legal 18575 18575 Unsettled Trade Activity 0 3871 3871 Perdue Project 458659 0 0 2021 Income Tax paid 3699 Telephone/Internet Liability Ins 4064 4064 Postage/Mail Svc Alternative Investments -3055 -3055 Misc Income 1653 Unrealized Gain-Contributed Personal Property 483346 0 Basis Adj Inherited Capital Stock 329458 First Republic Brokerage 148 148 Cabrillo Advisors Valuation Firm 10600 10600