2020-11-16T09:35:44-06:00 2019-12-31 BDO USA LLP 330 E KILBOURN AVENUE SUITE 750 MILWAUKEE WI 53202 990PF 2019-01-01 367092273 Johnson Family Foundation % JOHN D ANDREOLI JOHN 2626647600 555 Main Street Suite 500 Racine WI 53403 WINIFRED J MARQUART President 2626647600 2020-11-10 true CHRISTOPHER F MUELLER P01250553 4142725900 68.50.97.12 39521220203215000001 2020-11-16 P 5A87CDB628F42FEBEB468B67B291677CC8A0A888 5A87CDB628F42FEBEB468B67B291677CC8A0A888 2019 2021-04-22 16:20:28Z X 25980935 X 20906637 12142 12142 564177 317122 65282 5220150 171784 0 4925 0 21548238 505973 0 0 12798 6399 0 6399 15244 15244 0 0 33650 6578 0 0 193 0 0 193 61885 28221 0 6592 492750 492750 554635 28221 0 499342 20993603 477752 0 202350 2454 2454 325391 325391 14081699 17540414 17540414 0 19876928 8112676 14284049 37745187 25980935 0 0 X 14284049 37745187 14284049 37745187 14284049 37745187 14284049 20993603 2467535 37745187 37745187 JOHNSON BANK - ST 1767151 1854661 -87510 -87510 JOHNSON BANK - LT 3212426 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false false false false X X 1 Imogene Powers Johnson 1993 Trust 555 Main Street Suite 300 Racine WI 53403 20906637 X X 1 Various Interests in partnerships 19876926 2019-12-31 ACCOUNTING FEES 12798 6399 0 6399 Journey to Living Free Inc 555 Main Street Suite 500 Racine WI 53403 2018-12-17 50000 Program Support NO 12/31/2019 2020-05-13 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. METROPOLITAN WEST T/R BOND-I 74600 74600 FEDERATED ULTRA SHORT FD-INS 39600 39600 VANGUARD GNMA FUND-ADM 49400 49400 BAIRD INTERMEDIATE BD-INSTL 74100 74100 BLACKROCK STRAT INC OPP-INST 26300 26300 DODGE & COX STOCK FUND #145 65700 65700 HORIZON 1982 INVESTMENT CO 291031 291031 ISHARES CORE S&P 500 ET 157068 157068 ISHARES RUSSELL MIDCAP VAL ETF 32223 32223 ISHARES RUSSELL 1000 VALUE ETF 34230 34230 PRIMECAP ODYSSEY AGGR GRTH 33500 33500 PRINCIPAL MIDCAP FUND-INS 23200 23200 T ROWE PR GROWTH STOCK-I 67600 67600 WF SPEC SM CAP VAL-INST 34000 34000 ARTISAN INTL VALUE FUND-ADV 95600 95600 INV OPP DEVELOP MARKTS-R6 33200 33200 ISHARES MSCI ACWI EX US ETF 49130 49130 PEAR TREE POL-F/V SM CAP-IN 25000 25000 METROPOLITAN WEST T/R BOND-I 1257082 1257082 FEDERATED ULTRA SHORT FD-INS 691600 691600 VANGUARD GNMA FUND-ADM 868500 868500 BAIRD INTERMEDIATE BD-INSTL 1269157 1269157 BLACKROCK STRAT INC OPP-INST 410299 410299 AMERICAN BEACON LON INC E-IS 616141 616141 DODGE & COX STOCK FUND #145 484839 484839 ISHARES CORE S&P 500 ETF 321523 321523 ISHARES RUSSELL MIDCAP VALUE 515272 515272 ISHARES RUSSELL 1000 VALUE 685600 685600 PRIMECAP ODYSSEY AGGR GRTH 394909 394909 PRINCIPAL MIDCAP FUND-INS 670676 670676 T ROWE PR GROWTH STOKC-I 953309 953309 VANGUARD 500 INDEX FUND-ADM 1339590 1339590 WF SPEC CAP VAL-INST 616330 616330 ARTISAN INTL VALUE FUND-ADV 783463 783463 INV OPP DEVELOP MARKTS-R6 494283 494283 INV OPP INTL GRWTH-R6 573002 573002 ISHARES MSCI ACWI EX US ETF 909666 909666 PEAR TREE POL-F/V SM CAP-IN 446341 446341 OTHER INVESTMENTS HELD 2033350 2033350 HORIZON 1982 INVESTMENT CO. AT COST 291031 160000 COMBINED PARTNERS LTD PTNSP A AT COST 1243579 750400 COMBINED PARTNERS LTD PTNSP B AT COST 1458271 948640 CURELLE ASSOC LTD PARTNERSHIP AT COST 4080757 2330400 JOHNSON FAMILY PARTNERSHIP AT COST 6785946 1205236 SF&H PARTNERS LTD PTNSP B AT COST 2173430 888000 SAFISK ASSOCIATES LTD PTNSP A AT COST 1768480 926000 SAFISK ASSOCIATES LTD PTNSP B AT COST 2075434 904000 MISCELLANEOUS EXPENSE 193 0 0 193 Other Investment Income 0 4925 0 UNREALIZED GAIN 2467535 TRUST ADMINISTRATION EXPENSE 15244 15244 0 0 Imogene Powers Johnson 1993 Trust 555 Main Street Suite 300 Racine WI 53403 FEDERAL EXCISE TAX 27072 0 0 FOREIGN TAX 6578 6578