JOHNSON FAMILY FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON FAMILY FOUNDATION TR (EIN 36-7092273)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-04
- IRS object ID
- 202542479349100024
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-04T17:15:50-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | 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 | 2024-01-01 | 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 | % BRUCE BERGER | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2626647600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Main Street Ste 450 | 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 | 2025-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4142725900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,730,986 | 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 | $2,016,093 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,023 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,307 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,049,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,488,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,344,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,251,889 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,677,644 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,691,705 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$82,860 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,146,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,130,597 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $31,972 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,986 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,986 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,662 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,662 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,197 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $168,631 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,034,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,034,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,202,631 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,049,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,944,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,035,752 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,580 | CashBOYAmt |
| Cash EOY | $102,703 | CashEOYAmt |
| Cash EOYFMV | $102,703 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,599,954 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,097,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,097,817 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,245,392 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,363,582 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,363,582 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $27,166,884 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,166,884 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,166,884 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,567 | OtherAssetsBOYAmt |
| Total Assets BOY | $58,035,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,730,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,730,986 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,154 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,154 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $58,035,377 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,721,832 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,035,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,721,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,035,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,730,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,035,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,944,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $742,396 | OtherIncreasesAmt |
| Subtotal | $63,721,832 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $63,721,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JOHNSON BANK - ST | $5,994,794 | $5,412,697 | $582,097 | $582,097 | |
| JOHNSON BANK - LT | $10,924,370 | $9,161,548 | $1,762,822 | $1,762,822 | |
| CAPITAL GAIN DIVIDENDS | $332,725 | P | |||
| CAPITAL GAIN DIVIDENDS | $332,725 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,677,644 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,997 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $69,997 | SubtotalAmt |
| Tax Based On Investment Income | $69,997 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,843 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,154 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $69,997 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
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 | false | 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 | BRUCE BERGER | 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 450 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 Ste 450 | Racine | WI | 53403 | Trustee | 5.0 | $0 | $0 | $0 |
| Helen P Johnson-Leipold | ||||||||
| 555 Main Street Ste 450 | Racine | WI | 53403 | Trustee | 5.0 | $0 | $0 | $0 |
| H Fisk Johnson | ||||||||
| 555 Main Street Ste 450 | Racine | WI | 53403 | Trustee | 5.0 | $0 | $0 | $0 |
| Winifred J Marquart | ||||||||
| 555 Main Street Ste 450 | 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 | $34,269,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,145,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,166,885 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,581,936 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,581,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $938,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,643,207 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,082,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,082,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,997 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69,997 | TotalTaxAmt |
| Distributable Before Adj | $3,012,163 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,012,163 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,012,163 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,049,986 | 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 | $2,049,986 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,012,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $22,400 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $22,400 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,049,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,049,986 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,400 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,400 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $939,777 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFTER THE RACES | |||||||
| 1966 Appleton Rd | Elkton | MD | 21921 | NONE | PC | Unrestricted | $10,000 |
| CABLE FIRE DEPARTMENT | |||||||
| 6900 Nicholson Rd | Caledonia | WI | 53108 | NONE | GOV | Unrestricted | $1,000 |
| CALEDONIA FIRE DEPARTMENT | |||||||
| 6900 Nicholson Rd | Caledonia | WI | 53108 | NONE | GOV | Unrestricted | $5,000 |
| CALEDONIA POLICE DEPARTMENT | |||||||
| 6900 Nicholson Rd | Caledonia | WI | 53108 | NONE | GOV | Unrestricted | $10,000 |
| CANCER CARE FOUNDATON OF TIDEWATER | |||||||
| 6251 E Virginia Beach Blvd 320 | Norfolk | VA | 23502 | NONE | PC | Unrestricted | $1,000 |
| CATTERPILLAR MINISTRIES | |||||||
| 12001 Cimmaron Rd | Huntersville | NC | 28078 | NONE | PC | Unrestricted | $20,000 |
| CHOATE ROSEMARY HALL FOUNDATION | |||||||
| 333 Christian St | Wallingford | CT | 06492 | NONE | PC | Unrestricted | $5,000 |
| COCO'S HEART DOG RESCUE | |||||||
| 449 County Rd V V | Somerset | WI | 54025 | NONE | PC | Unrestricted | $14,000 |
| CORNELL UNIVERSITY | |||||||
| 616 Thurston Ave | Ithaca | NY | 14853 | NONE | PC | Unrestricted | $50,000 |
| DRUMMOND FIRE DEPT | |||||||
| 52650 Front Avenue PO Box 24 | Drummond | WI | 54832 | NONE | GOV | Unrestricted | $1,000 |
| EXUMA FOUNDATION | |||||||
| 5885 Landerbrook Dr St 300 | Mayfield Heights | OH | 44124 | NONE | PC | Unrestricted | $100,000 |
| FILMAKERS COLLABORATIVE | |||||||
| 6 Eastman Place 202 | Melrose | MA | 02176 | NONE | PC | Unrestricted | $10,000 |
| FOOD BANK OF SE VIRGINIA | |||||||
| 800 Tidewater Dr | Norfolk | VA | 23504 | NONE | PC | Unrestricted | $2,500 |
| GRAND VIEW FIRE DEPARTMENT | |||||||
| 22030 Grand View Blvd | Grand View | WI | 54839 | NONE | GOV | Unrestricted | $1,000 |
| INTERNATIONAL SCHOOL OF BROOKLYN | |||||||
| 192 Luquer St | Brooklyn | NY | 11231 | NONE | PC | Unrestricted | $15,000 |
| JOURNEY TO LIVING FREE INC | |||||||
| 555 Main St Ste 450 | Racine | WI | 53403 | NONE | PC | Unrestricted | $40,000 |
| KIND CAMPAIGN | |||||||
| 11766 Wilshire Blvd Ste 500 | Los Angeles | CA | 90025 | NONE | PC | Unrestricted | $10,000 |
| LEAH'S HOPES & DREAMS | |||||||
| 3832 Freedom Dr | Charlotte | NC | 28202 | NONE | PC | Unrestricted | $20,000 |
| LAKE OWEN ASSOCIATION INC | |||||||
| PO Box 132 | Cable | WI | 54821 | NONE | PC | Unrestricted | $50,000 |
| LEE'S FRIENDS | |||||||
| 7400 Hampton Blvd 201 | Norfolk | VA | 23505 | NONE | PC | Unrestricted | $2,000 |
| MEALS ON WHEELS | |||||||
| 3750 Sentara Way | Virginia Beach | VA | 23452 | NONE | PC | Unrestricted | $2,500 |
| MINNESOTA WILD FOUNDATION | |||||||
| 317 Washington St | St Paul | MN | 55102 | NONE | PC | Unrestricted | $6,000 |
| NAMAKAGON VOLUNTEER FIRE DEPARTMENT | |||||||
| 24375 Garden Lake Road | Cable | WI | 54821 | NONE | GOV | Unrestricted | $1,000 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D Street | Virginia Beach | VA | 23459 | NONE | PC | Unrestricted | $1,000 |
| NORFOLK ACADEMY | |||||||
| 1585 Wesletan Dr | Norfolk | VA | 23502 | NONE | PC | Unrestricted | $16,500 |
| PRAIRIE SCHOOL | |||||||
| 4050 Lighthouse Dr | Racine | WI | 53403 | NONE | PC | Unrestricted | $1,203,000 |
| RACINE COUNTY FOOD BANK | |||||||
| 2000 De Koven Ave | Racine | WI | 53403 | NONE | PC | Unrestricted | $30,000 |
| RACINE COUNTY PONY CLUB | |||||||
| 5518 WI-31 | Racine | WI | 53402 | NONE | PC | Unrestricted | $10,000 |
| RACINE ZOO | |||||||
| 2131 N Main Street | Racine | WI | 53402 | NONE | PC | Unrestricted | $300,000 |
| RISEVB | |||||||
| 3323 Shore Drive | Virginia Beach | VA | 23451 | NONE | PC | Unrestricted | $5,000 |
| SAFE HAVEN OF RACINE INC | |||||||
| 1030 Washington Ave 1762 | Racine | WI | 53403 | NONE | PC | Unrestricted | $5,000 |
| SAINT JUDE'S CHILDREN HOSPITAL | |||||||
| 5501 N Cumberland Ave 101 | Chicago | IL | 60656 | NONE | PC | Unrestricted | $2,000 |
| SOUTHERN APPALCHIAN HIGHLANDS CONSERVANCY | |||||||
| 372 Merrimon Ave | Asheville | NC | 28801 | NONE | PC | Unrestricted | $10,000 |
| SUSAN G KOMEN - TIDEWATER | |||||||
| 13770 Noel Road Suite 801889 | Dallas | TX | 75380 | NONE | PC | Unrestricted | $5,500 |
| TEAM RUBICON | |||||||
| 5230 Pacific Concourse Drive Ste 2 | Los Angeles | CA | 90045 | NONE | PC | Unrestricted | $4,000 |
| THE UNION MISSION MINISTRIES | |||||||
| 5100 E Virginia Beach Blvd | Norfolk | VA | 23502 | NONE | PC | Unrestricted | $15,000 |
| VETERANS OUTREACH OF WISCONSIN | |||||||
| 1624 Yout St | Racine | WI | 53404 | NONE | PC | Unrestricted | $30,000 |
| WIND POINT POLICE DEPARTMENT | |||||||
| 4725 Lighthouse Dr | Racine | WI | 53402 | NONE | GOV | Unrestricted | $2,500 |
| WOMENS RESOURCE CENTER | |||||||
| 1547 College Ave | Racine | WI | 53403 | NONE | PC | Unrestricted | $5,000 |
| WOOF GANG RESCUE | |||||||
| 1906 Melvin Ave | Racine | WI | 53404 | NONE | PC | Unrestricted | $2,500 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 Massachusetts Ave NW 7th Floor | Washington | DC | 20001 | NONE | PC | Unrestricted | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 230 W Monroe St Suite 200 | Chicago | IL | 60606 | NONE | PC | Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,034,000 | 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 | $44,023 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,049,950 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,344,919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,691,705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,130,597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,130,597 | 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 | IPJ Marital Income Tr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Main Street | AddressLine1Txt |
| City | Racine | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,016,093 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $31,972 | Amt |
| Net Investment Income | $15,986 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,986 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD GNMA FUND-ADM | $885,308 | $885,308 |
| BAIRD INTERMEDIATE BD-INSTL | $2,092,824 | $2,092,824 |
| VANGUARD EMERGING MKTS | $154,968 | $154,968 |
| BBH LIMITED DURATION-I | $528,279 | $528,279 |
| ISHARES 3-7 YEAR TREASURY BOND | $366,987 | $366,987 |
| VOYA SECURITIZED CREDIT-I | $263,196 | $263,196 |
| PERFORMANCE TR STRAT BND | $929,842 | $929,842 |
| ALLSPRING SPEC M/C VAL-R6 | $451,592 | $451,592 |
| DODGE & COX STOCK FUND #145 | $1,119,066 | $1,119,066 |
| FED HER MDT SMALL CAP COR-IN | $674,111 | $674,111 |
| INVESCO S&P 500 TOP 50 ETF | $758,743 | $758,743 |
| ISHARES CORE MSCI EAFE ETF | $604,197 | $604,197 |
| ISHARES CORE S&P 500 ET | $4,569,334 | $4,569,334 |
| ISHARES RUSSELL 1000 GROWTH | $887,090 | $887,090 |
| PRINCIPAL MIDCAP FUND-INS | $517,584 | $517,584 |
| VANGUARD 500 INDEX FUND | $469,333 | $469,333 |
| ARTISAN INTL VALUE FUND-ADV | $1,137,423 | $1,137,423 |
| BGF EMERGING MARKETS-K | $910,172 | $910,172 |
| GRANDEUR PEAK INTL STLWR-INS | $402,836 | $402,836 |
| MFS INTERNATIONAL GROWTH-R6 | $478,216 | $478,216 |
| OAKMARK INTERNATIONAL-INST | $397,049 | $397,049 |
| VANGUARD GNMA FUND-ADM | $799,418 | $799,418 |
| BAIRD INTERMEDIATE BD-INSTL | $1,900,189 | $1,900,189 |
| VANGUARD EMERGING | $133,973 | $133,973 |
| BBH LIMITED DURATION-I | $478,659 | $478,659 |
| ISHARES 3-7 YEAR TREASURY BOND | $331,975 | $331,975 |
| VOYA SECURITZED CREDIT-I | $226,645 | $226,645 |
| PERFORMANCE TR STRAT BND | $847,841 | $847,841 |
| ALLSPRING SPEC M/C VAL-R6 | $402,685 | $402,685 |
| DODGE & COX STOCK FUND #145 | $997,455 | $997,455 |
| FED HER MDT SMALL CAP COR-IN | $609,344 | $609,344 |
| INVESCO S&P 500 TOP 50 ETF | $770,083 | $770,083 |
| ISHARES CORE MSCI EAFE ETF | $515,574 | $515,574 |
| ISHARES CORE S&P 500 ETF | $4,562,859 | $4,562,859 |
| ISHARES RUSSELL 1000 GROWTH | $834,483 | $834,483 |
| PRINCIPAL MIDCAP FUND-INS | $465,143 | $465,143 |
| ARTISAN INTL VALUE FUND-ADV | $967,614 | $967,614 |
| BGF EMERGING MARKETS-K | $798,314 | $798,314 |
| GRANDEUR PEAK INTL STLWR-INS | $342,245 | $342,245 |
| MFS INTERNATIONAL GROWTH-R6 | $431,479 | $431,479 |
| OAKMARK INTERNATIONAL-INST | $349,454 | $349,454 |
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 | $288,010 | $288,010 |
| COMBINED PARTNERS LTD PTNSP A | AT COST | $1,243,579 | $1,243,579 |
| COMBINED PARTNERS LTD PTNSP B | AT COST | $1,458,271 | $1,458,271 |
| CURELLE ASSOC LTD PARTNERSHIP | AT COST | $4,080,757 | $4,080,757 |
| JOHNSON FAMILY PARTNERSHIP | AT COST | $14,078,923 | $14,078,923 |
| SF&H PARTNERS LTD PTNSP B | AT COST | $2,173,430 | $2,173,430 |
| SAFISK ASSOCIATES LTD PTNSP A | AT COST | $1,768,480 | $1,768,480 |
| SAFISK ASSOCIATES LTD PTNSP B | AT COST | $2,075,434 | $2,075,434 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other Investment Income | $2,004 | $2,004 | $0 |
| Other Partnership Income | $1,689,701 | -$84,864 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $742,396 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE - FEDERAL TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $9,154 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRUST ADMINISTRATION EXPENSE | $47,422 | $47,422 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $19,240 | $19,240 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $69,997 | $0 | $0 | $0 |
| FOREIGN TAX | $0 | $12,197 | $0 | $0 |
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