2022-10-14T17:38:33-05:00 2021-12-31 BDO USA LLP 330 E KILBOURN AVENUE SUITE 750 MILWAUKEE WI 53202 990PF 2021-01-01 367092273 Johnson Family Foundation % JOHN D ANDREOLI JOHN 2626647600 555 Main Street Ste 500 Racine WI 53403 Winifred J Marquart President 2626647600 2022-11-15 true Winifred J Marquart 999009999 CHRISTOPHER F MUELLER P01250553 4142725900 2 2021 2022-09-23 18:48:47Z X 46034886 X 242047 X 9504 135 1246462 1753939 1057682 6076921 1838443 1253313 -25556 0 3809008 3566961 0 0 32426 16213 0 16213 36395 36395 0 0 45611 3614 0 0 15 0 0 0 114447 56222 0 16213 3182164 3182164 3296611 56222 0 3198377 512397 3510739 0 58410 11625 11625 144493 286995 286995 24458582 25862359 25862359 19876928 19873907 19873907 44538413 46034886 46034886 8190 0 0 16415 8190 16415 X 44530223 46018471 44530223 46018471 44538413 46034886 44530223 512397 983429 46026049 7578 46018471 JOHNSON BANK - ST 1473878 1440143 33735 33735 JOHNSON BANK - LT 3822282 2798335 1023947 1023947 CAPITAL GAIN DIVIDENDS P 780761 CAPITAL GAIN DIVIDENDS P 780761 1838443 48799 48799 48799 25582 0 37500 63082 X 698 13585 13585 false false false false false false false true true WI true false false false false true N/A JOHN D ANDREOLI 2626647600 555 MAIN STREET SUITE 500 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 500 Racine WI 53403 Trustee 5.0 0 0 0 Helen P Johnson-Leipold 555 Main Street Ste 500 Racine WI 53403 Trustee 5.0 0 0 0 H Fisk Johnson 555 Main Street Ste 500 Racine WI 53403 Trustee 5.0 0 0 0 Winifred J Marquart 555 Main Street Ste 500 Racine WI 53403 President 5.0 0 0 0 25945926 370542 19873907 46190375 0 46190375 692856 45497519 2274876 2274876 48799 48799 2226077 2226077 2226077 3198377 0 0 0 0 3198377 2226077 216375 2019 2018 2017 0 3198377 216375 2226077 755925 755925 0 0 0 755925 755925 NA X Caledonia Fire Department 6900 Nicholson Rd Caledonia WI 53108 NONE PC Unrestricted 2000 Cancer Research Institute 29 Broadway 4th Flr New York NY 10006 NONE PC Unrestricted 5000 Children's Hospital of the King's Daughters 601 Childrens Ln Norfolk VA 23507 NONE PC Unrestricted 2000 Cornell University 616 Thurston Ave Ithaca NY 14853 NONE PC Unrestricted 5000 Disabled American Veterans 3725 Alexandria Pike Cold Springs KY 41076 NONE PC Unrestricted 5000 Food Bank of SE Virginia 800 Tidewater Dr Norfolk VA 23504 NONE PC Unrestricted 2000 Friends of Malibu Urgent Care 23656 E Pacific Coast Hwy Malibu CA 90265 NONE PC Unrestricted 2000 Habitat for Humanity 322 W Lamar St Americus GA 31709 NONE PC Unrestricted 5000 Halo Inc 2000 De Koven Ave Racine WI 53403 NONE PC Unrestricted 40000 Hazelden Betty Ford Foundation PO Box 11 Center City MN 55012 NONE PC Unrestricted 10000 Humane Society of Charlotte 1348 Parker Dr Charlotte NC 28208 NONE PC Unrestricted 4500 International School of Brooklyn 477 Court St Brooklyn NY 11231 NONE PC Unrestricted 2000 Journey to Living Free Inc 555 Main St Ste 500 Racine WI 53403 NONE PC Unrestricted 50000 Landmark Conservancy 500 Main Ste E 307 Menomonie WI 54751 NONE PC Unrestricted 50000 Lee's Friends 7400 Hampton Blvd 201 Norfolk VA 23505 NONE PC Unrestricted 2000 Little Farm Rescue 12384 Bayside Rd Machipongo VA 23405 NONE PC Unrestricted 2000 Mayo Foundation 200 1st St SW Rochester MN 55905 NONE PC Unrestricted 25000 Meals on Wheels of Virginia Beach Inc 3750 Sentara Way Virginia Beach VA 23452 NONE PC Unrestricted 2000 Musicares 3030 Olympic Blvd Santa Monica CA 90404 NONE PC Unrestricted 2000 National Network of Abortion Funds 9450 SW Gemini Dr PMB 16009 Beaverton OR 97008 NONE PC Unrestricted 6000 Navy Seal Foundation 1619 D St Virginia Beach VA 23459 NONE PC Unrestricted 2500 Northland College 1411 Ellis Ave S Ashland WI 54806 NONE PC Unrestricted 290000 Prairie School 4050 Lighthouse Dr Racine WI 53403 NONE PC Unrestricted 2300000 Racine County Food Bank 2000 De Koven Ave Racine WI 53403 NONE PC Unrestricted 2000 Racine Zoo 2131 N Main St Racine WI 53402 NONE PC Unrestricted 5000 RiseVB 2305 Estuary Ct Virginia Beach VA 23451 NONE PC Unrestricted 2000 Root-Pike Watershed Initiative Network 4116 12th St Kenosha WI 53144 NONE PC Unrestricted 5000 Sherwood Country Club 320 W Stafford Rd Thousand Oaks CA 91361 NONE PC Unrestricted 10000 Team Rubicon 5230 Pacific Concourse Dr Ste 200 Los Angeles CA 90045 NONE PC Unrestricted 2000 The Exuma Foundation 5885 Landerbrook Dr Ste 300 Mayfield Heights OH 44124 NONE PC Unrestricted 219664 The Union Mission Ministries 5100 E Virginia Beach Blvd Norfolk VA 23502 NONE PC Unrestricted 2000 Train a Dog Save a Warrior 13423 Blanco Rd 218 San Antonio TX 78216 NONE PC Unrestricted 3000 Wild Foundation 717 Poplar Ave Boulder CO 80304 NONE PC Unrestricted 9000 Wisconsin Humane Society 4500 W Wisconsin Ave Milwaukee WI 53208 NONE PC Unrestricted 100000 Wounded Warrior Project 4899 Belfort Rd Ste 300 Jacksonville FL 32256 NONE PC Unrestricted 6500 3182164 14 9504 14 1246462 18 1057682 OTHER 18 1253313 3566961 3566961 false false false false false false false false false false ACCOUNTING FEES 32426 16213 0 16213 METROPOLITAN WEST T/R BOND-I 941554 941554 FEDERATED ULTRA SHORT FD-INS 1094848 1094848 VANGUARD GNMA FUND-ADM 978211 978211 BAIRD INTERMEDIATE BD-INSTL 1061707 1061707 BLACKROCK STRAT INC OPP-INST 832026 832026 VANGUARD EMERGING MKTS 290801 290801 AMERICAN BEACON 514309 514309 DODGE & COX STOCK FUND #145 1296344 1296344 ISHARES CORE S&P 500 ET 1095169 1095169 ISHARES MSCI ACWI EX US 1256560 1256560 PRIMECAP ODYSSEY AGGR GRTH 1037036 1037036 PRINCIPAL MIDCAP FUND-INS 1471371 1471371 T ROWE PR GROWTH STOCK-I 1700132 1700132 VANGUARD 500 INDEX FUND 2088800 2088800 WF SPEC SM CAP VAL-INST 448562 448562 ARTISAN INTL VALUE FUND-ADV 1745046 1745046 INV OPP DEVELOP MARKTS-R6 781197 781197 INVESCO DEVELOPING MARKETS 936571 936571 METROPOLITAN WEST T/R BOND-I 305701 305701 FEDERATED ULTRA SHORT FD-INS 355098 355098 VANGUARD GNMA FUND-ADM 316824 316824 BAIRD INTERMEDIATE BD-INSTL 330765 330765 BLACKROCK STRAT OPP-K 273538 273538 VANGUARD EMERGING 80532 80532 DODGE & COX STOCK FUND #145 548888 548888 ISHARES CORE MSCI INTL STOCK 19792 19792 ISHARES CORE S&P 500 ETF 919637 919637 ISHARES MSCI ACQI EX US 355062 355062 PRIMECAP ODYSSEY AGGR GRTH 367970 367970 PRINCIPAL MIDCAP FUND-INS 453065 453065 SEGALL BRY & HAM S/C 35919 35919 T ROWE PR GROWTH STOKC-I 566043 566043 VANGUARD 500 INDEX FUND-ADM 126902 126902 WF SPEC CAP VAL-INST 110452 110452 ARTISAN INTL VALUE FUND-ADV 574544 574544 INV OPP INTL GRWTH-R6 253740 253740 INVESCO DEVELOPING MARKETS FD 297643 297643 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 6785946 6785946 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 PRIOR PERIOD ADJUSTMENT 7578 MISCELLANEOUS EXPENSE 15 0 0 0 Other Investment Income 3997 0 0 Other Partnership Income 1249316 -25556 0 UNREALIZED GAIN 983429 EXCISE TAX PAYABLE 0 16415 TRUST ADMINISTRATION EXPENSE 36395 36395 0 0 FEDERAL EXCISE TAX 41997 0 0 0 FOREIGN TAX 3614 3614 0 0