JOHNSON FAMILY FOUNDATION TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON FAMILY FOUNDATION TR (EIN 36-7092273)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349102012
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T09:35:44-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVENUE SUITE 750 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367092273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johnson Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN D ANDREOLI | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2626647600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Main Street Suite 500 | AddressLine1Txt |
| City | Racine | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WINIFRED J MARQUART | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2626647600 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER F MUELLER | PreparerPersonNm |
| PTIN | P01250553 | PTIN |
| Phone | 4142725900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.50.97.12 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39521220203215000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5A87CDB628F42FEBEB468B67B291677CC8A0A888 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5A87CDB628F42FEBEB468B67B291677CC8A0A888 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,980,935 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,906,637 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $564,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $317,122 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,220,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,784 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,925 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $21,548,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $505,973 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,798 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,399 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,399 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,244 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,244 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,578 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $193 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,221 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,592 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $492,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $492,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $554,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,221 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $499,342 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,993,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $477,752 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $202,350 | CashBOYAmt |
| Cash EOY | $2,454 | CashEOYAmt |
| Cash EOYFMV | $2,454 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $325,391 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $325,391 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,081,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,540,414 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,540,414 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,876,928 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,112,676 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,284,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,745,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,980,935 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,284,049 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,745,187 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,284,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,745,187 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,284,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,745,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,284,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,993,603 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,467,535 | OtherIncreasesAmt |
| Subtotal | $37,745,187 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $37,745,187 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JOHNSON BANK - ST | $1,767,151 | $1,854,661 | -$87,510 | -$87,510 | |
| JOHNSON BANK - LT | $3,212,426 | $3,193,705 | $18,721 | $18,721 | |
| CAPITAL GAIN DIVIDENDS | $240,573 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,784 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $403,999 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,444,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026158 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $522,967 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,215,590 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03437 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $357,082 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,705,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033354 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $894,685 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,777,523 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07002 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $859,616 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,110,171 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065569 | DistributionYr5Rt |
| Total Distribution | 0.229471 | TotalDistributionRt |
| Average Distribution | 0.045894 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,787,209 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $724,538 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,778 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $729,316 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $499,342 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,555 | SubtotalAmt |
| Tax Based On Investment Income | $9,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,945 | OverpaymentAmt |
| Applied To ES Tax | $12,945 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN D ANDREOLI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2626647600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MAIN STREET SUITE 500 | AddressLine1Txt |
| City | Racine | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| S Curtis Johnson | ||||||||
| 555 Main Street | Racine | WI | 53403 | Trustee | 5.0 | $0 | $0 | $0 |
| Helen P Johnson-Leipold | ||||||||
| 555 Main Street | Racine | WI | 53403 | Trustee | 5.0 | $0 | $0 | $0 |
| H Fisk Johnson | ||||||||
| 555 Main Street | Racine | WI | 53403 | Trustee | 5.0 | $0 | $0 | $0 |
| Winifred J Marquart | ||||||||
| 555 Main Street | Racine | WI | 53403 | President | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,392,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $612,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,227 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,027,623 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,027,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $240,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,787,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $789,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $789,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,555 | TotalTaxAmt |
| Distributable Before Adj | $779,805 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $779,805 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $779,805 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $499,342 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $499,342 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $499,342 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $779,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $235,915 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $277,072 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $512,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $499,342 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $499,342 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $280,463 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $280,463 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $232,524 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $232,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,524 | ExcessFromYear4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE AMERICAN BIRKEBEINER | |||||||
| 10527 MAIN ST | HAYWARD | WI | 54843 | NONE | PC | UNRESTRICTED | $100,000 |
| CABLE NATURAL HISTORY MUSEUM | |||||||
| PO BOX 416 | CABLE | WI | 54821 | NONE | PC | UNRESTRICTED | $15,000 |
| CABLE VOLUNTEER FIRE DEPARTMENT | |||||||
| 43395 RANDYSEK RD | CABLE | WI | 54821 | NONE | PC | UNRESTRICTED | $1,000 |
| CANCER RESEARCH INSTITUTE | |||||||
| 29 BROADWAY 4TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $5,000 |
| CHILDREN'S HOSPITAL OF THE KING'S DAUGHTERS | |||||||
| 601 CHILDRENS LN | NORFOLK | VA | 23507 | NONE | PC | UNRESTRICTED | $5,000 |
| CORNELL UNIVERSITY | |||||||
| 377 PINE TREE RD | ITHICA | NY | 14850 | NONE | PC | UNRESTRICTED | $50,000 |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRINGS | KY | 41076 | NONE | PC | UNRESTRICTED | $2,500 |
| DRUMMOND FIRE & RESCUE | |||||||
| 52650 FRONT AVE PO BOX 24 | DRUMMOND | VA | 54832 | NONE | PC | UNRESTRICTED | $1,000 |
| ELS FOR AUTISM FOUNDATION | |||||||
| 18370 LIMESTONE CREEK ROAD | JUPITER | FL | 33458 | NONE | PC | UNRESTRICTED | $1,000 |
| FOOD BANK OF SE VIRGINIA | |||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | NONE | PC | UNRESTRICTED | $1,500 |
| FRIENDS OF MALIBU URGENT CARE | |||||||
| PO BOX 6836 | MALIBU | CA | 90264 | NONE | PC | UNRESTRICTED | $500 |
| GRAND VIEW VOLUNTEER FIRE DEPARTMENT | |||||||
| 22475 SUNSET ACRES LN | GRAND VIEW | WI | 54839 | NONE | PC | UNRESTRICTED | $1,000 |
| HUMANE SOCIETY OF CHARLOTTE | |||||||
| 2700 TOOMEY AVE | CHARLOTTE | NC | 28203 | NONE | PC | UNRESTRICTED | $1,250 |
| JOURNEY TO LIVING FREE | |||||||
| 555 MAIN ST STE 500 | RACINE | WI | 53403 | Common board members | POF | UNRESTRICTED | $50,000 |
| K9S FOR WARRIORS | |||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | NONE | PC | UNRESTRICTED | $2,500 |
| LEE'S FRIENDS | |||||||
| 7400 HAMPTON BLVD 201 | NORFOLK | VA | 23505 | NONE | PC | UNRESTRICTED | $500 |
| MARYHURST DEVELOPMENT OFFICE | |||||||
| 1015 DORSEY LN | LOUISVILLE | KY | 40223 | NONE | PC | UNRESTRICTED | $2,000 |
| MEALS ON WHEELS OF VIRGINIA BEACH INC | |||||||
| 3750 SENTARA WAY | VIRGINIA BEACH | VA | 23452 | NONE | PC | UNRESTRICTED | $1,500 |
| NAMAKAGON VOLUNTEER FIRE DEPARTMENT | |||||||
| 23845 CO HWY M | CABLE | WI | 54821 | NONE | PC | UNRESTRICTED | $1,000 |
| OPERATION SMILE INC | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | NONE | PC | UNRESTRICTED | $750 |
| PRAIRIE SCHOOL | |||||||
| 4050 LIGHTHOUSE DR | RACINE | WI | 53402 | NONE | PC | UNRESTRICTED | $50,000 |
| RISEVB | |||||||
| 2305 ESTUARY CT | VIRGINIA BEACH | VA | 23451 | NONE | PC | UNRESTRICTED | $22,500 |
| RONALD MCDONALD HOUSE CHARITIES INC | |||||||
| 110 N CARPENTER ST | CHICAGO | IL | 60607 | NONE | PC | UNRESTRICTED | $3,500 |
| SAINT MARY'S HOME FOR THE DISABLED | |||||||
| 420 FRUIT HILL AVE | N PROVIDENCE | RI | 02911 | NONE | PC | UNRESTRICTED | $1,000 |
| TEAM RUBICON | |||||||
| 6171 W CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | NONE | PC | UNRESTRICTED | $2,500 |
| THE DAVID LYNCH FOUNDATION | |||||||
| 1000 N 4TH ST | FAIRFIELD | IA | 52557 | NONE | PC | UNRESTRICTED | $7,000 |
| THE EXUMA FOUNDATION | |||||||
| 5885 LANDERBROOK DR STE 300 | MAYFIELD HEIGHTS | OH | 44124 | NONE | PC | UNRESTRICTED | $50,000 |
| THE UNION MISSION MINISTRIES | |||||||
| 5100 E VIRGINIA BEACH BLVD | NORFOLK | VA | 23502 | NONE | PC | UNRESTRICTED | $8,250 |
| WATERORG | |||||||
| 117 W 20TH ST STE 203 | KANSAS CITY | MO | 64108 | NONE | PC | UNRESTRICTED | $2,000 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | NONE | PC | UNRESTRICTED | $100,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | UNRESTRICTED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $492,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,142 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $564,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $641,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $641,601 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Imogene Powers Johnson 1993 Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Main Street Suite 300 | AddressLine1Txt |
| City | Racine | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,906,637 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Various Interests in partnerships | NoncashPropertyDesc |
| Fair Market Value | $19,876,926 | FairMarketValueAmt |
| Received | 2019-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,798 | Amt |
| Net Investment Income | $6,399 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,399 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Journey to Living Free Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Main Street Suite 500 | AddressLine1Txt |
| City | Racine | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-12-17 | GrantDt |
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | Program Support | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/31/2019 | DatesOfReportsByGranteeTxt |
| Verification | 2020-05-13 | VerificationDt |
| Results Of Verification | The Foundation made a grant of $50,000 to be used to support programs. Journey to Live is currently in the initial phases of its charitable programs. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| METROPOLITAN WEST T/R BOND-I | $74,600 | $74,600 |
| FEDERATED ULTRA SHORT FD-INS | $39,600 | $39,600 |
| VANGUARD GNMA FUND-ADM | $49,400 | $49,400 |
| BAIRD INTERMEDIATE BD-INSTL | $74,100 | $74,100 |
| BLACKROCK STRAT INC OPP-INST | $26,300 | $26,300 |
| DODGE & COX STOCK FUND #145 | $65,700 | $65,700 |
| HORIZON 1982 INVESTMENT CO | $291,031 | $291,031 |
| ISHARES CORE S&P 500 ET | $157,068 | $157,068 |
| ISHARES RUSSELL MIDCAP VAL ETF | $32,223 | $32,223 |
| ISHARES RUSSELL 1000 VALUE ETF | $34,230 | $34,230 |
| PRIMECAP ODYSSEY AGGR GRTH | $33,500 | $33,500 |
| PRINCIPAL MIDCAP FUND-INS | $23,200 | $23,200 |
| T ROWE PR GROWTH STOCK-I | $67,600 | $67,600 |
| WF SPEC SM CAP VAL-INST | $34,000 | $34,000 |
| ARTISAN INTL VALUE FUND-ADV | $95,600 | $95,600 |
| INV OPP DEVELOP MARKTS-R6 | $33,200 | $33,200 |
| ISHARES MSCI ACWI EX US ETF | $49,130 | $49,130 |
| PEAR TREE POL-F/V SM CAP-IN | $25,000 | $25,000 |
| METROPOLITAN WEST T/R BOND-I | $1,257,082 | $1,257,082 |
| FEDERATED ULTRA SHORT FD-INS | $691,600 | $691,600 |
| VANGUARD GNMA FUND-ADM | $868,500 | $868,500 |
| BAIRD INTERMEDIATE BD-INSTL | $1,269,157 | $1,269,157 |
| BLACKROCK STRAT INC OPP-INST | $410,299 | $410,299 |
| AMERICAN BEACON LON INC E-IS | $616,141 | $616,141 |
| DODGE & COX STOCK FUND #145 | $484,839 | $484,839 |
| ISHARES CORE S&P 500 ETF | $321,523 | $321,523 |
| ISHARES RUSSELL MIDCAP VALUE | $515,272 | $515,272 |
| ISHARES RUSSELL 1000 VALUE | $685,600 | $685,600 |
| PRIMECAP ODYSSEY AGGR GRTH | $394,909 | $394,909 |
| PRINCIPAL MIDCAP FUND-INS | $670,676 | $670,676 |
| T ROWE PR GROWTH STOKC-I | $953,309 | $953,309 |
| VANGUARD 500 INDEX FUND-ADM | $1,339,590 | $1,339,590 |
| WF SPEC CAP VAL-INST | $616,330 | $616,330 |
| ARTISAN INTL VALUE FUND-ADV | $783,463 | $783,463 |
| INV OPP DEVELOP MARKTS-R6 | $494,283 | $494,283 |
| INV OPP INTL GRWTH-R6 | $573,002 | $573,002 |
| ISHARES MSCI ACWI EX US ETF | $909,666 | $909,666 |
| PEAR TREE POL-F/V SM CAP-IN | $446,341 | $446,341 |
| OTHER INVESTMENTS HELD | $2,033,350 | $2,033,350 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HORIZON 1982 INVESTMENT CO. | AT COST | $291,031 | $160,000 |
| COMBINED PARTNERS LTD PTNSP A | AT COST | $1,243,579 | $750,400 |
| COMBINED PARTNERS LTD PTNSP B | AT COST | $1,458,271 | $948,640 |
| CURELLE ASSOC LTD PARTNERSHIP | AT COST | $4,080,757 | $2,330,400 |
| JOHNSON FAMILY PARTNERSHIP | AT COST | $6,785,946 | $1,205,236 |
| SF&H PARTNERS LTD PTNSP B | AT COST | $2,173,430 | $888,000 |
| SAFISK ASSOCIATES LTD PTNSP A | AT COST | $1,768,480 | $926,000 |
| SAFISK ASSOCIATES LTD PTNSP B | AT COST | $2,075,434 | $904,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $193 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $193 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,925 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $2,467,535 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST ADMINISTRATION EXPENSE | CategoryTxt |
| Amt | $15,244 | Amt |
| Net Investment Income | $15,244 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Imogene Powers Johnson 1993 Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Main Street Suite 300 | AddressLine1Txt |
| City | Racine | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53403 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $27,072 | $0 | $0 | |
| FOREIGN TAX | $6,578 | $6,578 |
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