JOHNSON FAMILY FOUNDATION TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON FAMILY FOUNDATION TR (EIN 36-7092273)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201931359349101298
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T13:28:27-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-01 | 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 | 38.122.83.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39521220191355000013 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 342C69388EA7BCA13281E38B3DD773C2383BC7B2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BF6CAF98883CA6D96667981F38ABA308D7A4FFEB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,284,049 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,608 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,608 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $295,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $294,859 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,154,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,196,288 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,154,007 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,252 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,252 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,456,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,455,726 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,928 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,964 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,964 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,110 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,110 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,075 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,999 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $398,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $398,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $460,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $403,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $995,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,428,577 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,650 | CashBOYAmt |
| Cash EOY | $202,350 | CashEOYAmt |
| Cash EOYFMV | $202,350 | CashEOYFMVAmt |
| Corporate Stock BOY | $15,707,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,081,699 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,081,699 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,763,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,284,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,284,049 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,763,867 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,284,049 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,763,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,284,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,763,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,284,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,763,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $995,384 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,759,251 | SubtotalAmt |
| Other Decreases | $2,475,202 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,284,049 | 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 | $812,488 | $820,467 | -$7,979 | -$7,979 | |
| JOHNSON BANK - LT | $3,977,969 | $3,221,814 | $756,155 | $756,155 | |
| CAPITAL GAIN DIVIDENDS | $405,831 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,154,007 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $522,967 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,215,590 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03437 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $357,082 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,705,951 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033354 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $894,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,777,523 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07002 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $859,616 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,110,171 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065569 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $974,151 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,714,754 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076616 | DistributionYr5Rt |
| Total Distribution | 0.279929 | TotalDistributionRt |
| Average Distribution | 0.055986 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,444,406 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $864,671 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,286 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $878,957 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $403,999 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,572 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,572 | SubtotalAmt |
| Tax Based On Investment Income | $28,572 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $4,572 | TaxDueAmt |
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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Imogene P Johnson | ||||||||
| 555 Main Street | Racine | WI | 53403 | Trustee thru 03/03/2018 | 5.0 | $0 | $0 | $0 |
| 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 | $15,463,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $215,805 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,679,600 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,679,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $235,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,444,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $772,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $772,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,572 | TotalTaxAmt |
| Distributable Before Adj | $743,648 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $743,648 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $743,648 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $403,999 | 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 | $403,999 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $403,999 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $743,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $353,112 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $235,915 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $277,072 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $866,099 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $403,999 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $403,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $339,649 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $339,649 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $526,450 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,463 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $512,987 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $235,915 | ExcessFromYear4Amt |
| Excess From Year3 | $277,072 | ExcessFromYear3Amt |
| 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The American Birkebeiner Ski Foundation | ||||||||
| 10527 Main St | Hayward | WI | 54843 | None | PC | Unrestricted | $100,000 | |
| Cable Fire Department | ||||||||
| 43395 Randysek Rd | Cable | WI | 45821 | None | GOV | Unrestricted | $1,000 | |
| Drummond Fire & Rescue | ||||||||
| 52650 Front Ave | Drummond | WI | 54832 | None | GOV | Unrestricted | $1,000 | PO Box 24 |
| Grand View Volunteer Fire Department | ||||||||
| 22475 Sunset Acres Ln | Grand View | WI | 54839 | None | GOV | Unrestricted | $1,000 | |
| Namakagon Volunteer Fire | ||||||||
| 23845 Co Hwy M | Cable | WI | 54821 | None | GOV | Unrestricted | $1,000 | |
| The Exuma Foundation | ||||||||
| 5885 Landerbrook Dr | Mayfield Heights | OH | 44124 | None | PC | Unrestricted | $60,000 | Ste 300 |
| Mote Marine Laboratory & Aquarium | ||||||||
| 1600 Ken Thompson Pkwy | Sarasota | FL | 34236 | None | PC | Unrestricted | $50,000 | |
| Wisconsin Humane Society | ||||||||
| 4500 W Wisconsin Ave | Milwaukee | WI | 53208 | None | PC | Unrestricted | $14,000 | |
| American Cancer Society | ||||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | None | PC | Unrestricted | $2,000 | |
| Big Brothers Big Sisters of America | ||||||||
| 2502 N Rocky Point Dr | Tampa | FL | 33607 | None | PC | Unrestricted | $2,500 | Ste 550 |
| Cancer Care Foundation Inc | ||||||||
| 401 Brookside Dr | Wilmette | IL | 60091 | None | PC | Unrestricted | $3,000 | |
| Cancer Research Institute | ||||||||
| 29 Broadway | New York | NY | 10006 | None | PC | Unrestricted | $3,500 | 4th Floor |
| Canine Angels Service Dogs | ||||||||
| 2873 Loblolly Ave | Little River | SC | 29566 | None | PC | Unrestricted | $1,500 | |
| Children's Hospital of the King's Daughters | ||||||||
| 601 Childrens Ln | Norfolk | VA | 23507 | None | PC | Unrestricted | $3,000 | |
| Cable Natural History Museum | ||||||||
| PO Box 416 | Cable | WI | 54821 | None | PC | Unrestricted | $500 | |
| Disabled American Veterans | ||||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | None | PC | Unrestricted | $2,000 | |
| Els for Autism Foundation | ||||||||
| 18370 Limestone Creek Road | Jupiter | FL | 33458 | None | PC | Unrestricted | $4,000 | |
| Food Bank of SE Virginia & the Eastern Shore | ||||||||
| 800 Tidewater Drive | Norfolk | VA | 23504 | None | PC | Unrestricted | $1,000 | |
| Friends of Malibu Urgent Care | ||||||||
| PO Box 6836 | Malibu | CA | 90264 | None | PC | Unrestricted | $1,000 | |
| Journey to Living Free | ||||||||
| 555 Main St | Racine | WI | 53403 | None | POF | Unrestricted | $50,000 | Ste 500 |
| K9s for Warriors | ||||||||
| 114 Camp K9 Road | Ponte Vedra | FL | 32081 | None | PC | Unrestricted | $2,500 | |
| Maryhurst Inc | ||||||||
| 1015 Dorsey Ln | Louisville | KY | 40223 | None | PC | Unrestricted | $1,000 | |
| Meals on Wheels America | ||||||||
| 1550 Crystal Drive | Arlington | VA | 22202 | None | PC | Unrestricted | $1,000 | Suite 1004 |
| Musicares Foundation Inc | ||||||||
| 3030 Olympic Blvd | Santa Monica | CA | 90404 | None | PC | Unrestricted | $2,500 | |
| Norfolk Academy | ||||||||
| 1585 Weslyan Dr | Norfolk | VA | 23502 | None | PC | Unrestricted | $15,500 | |
| Operation Smile Inc | ||||||||
| 3641 Faculty Blvd | Virginia Beach | VA | 23453 | None | PC | Unrestricted | $1,000 | |
| The Prairie School | ||||||||
| 4050 Lighthouse Dr | Racine | WI | 53402 | None | PC | Unrestricted | $12,500 | |
| Ronald McDonald House Charities Inc | ||||||||
| 110 N Carpenter St | Chicago | IL | 60607 | None | PC | Unrestricted | $1,500 | |
| Saint Francis Service Dogs | ||||||||
| PO Box 19538 | Roanoke | VA | 24019 | None | PC | Unrestricted | $1,500 | |
| St Jude Children's Research Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | Unrestricted | $1,500 | |
| St Marys Home for Children | ||||||||
| 420 Fruit Hill Ave | N Providence | RI | 02911 | None | PC | Unrestricted | $3,000 | |
| The Union Mission Ministries | ||||||||
| 5100 E Virginia Beach Blvd | Norfolk | VA | 23502 | None | PC | Unrestricted | $2,500 | |
| Cornell University | ||||||||
| 377 Pine Tree Rd | Ithica | NY | 14850 | None | PC | Unrestricted | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $398,000 | 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 | $3,608 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $295,199 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,252 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,154,007 | 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 | $1,456,066 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,456,066 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,928 | Amt |
| Net Investment Income | $5,964 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,964 | 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 |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/31/2018 | DatesOfReportsByGranteeTxt |
| Verification | 2019-05-13 | 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 (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| METROPOLITAN WEST T/R BOND-I | $1,059,079 | $1,059,079 |
| FEDERATED ULTRA SHORT FD-INS | $351,187 | $351,187 |
| ISHARES INTERMEDIATE GOV/CR | $678,107 | $678,107 |
| BAIRD INTERMEDIATE BD-INSTL | $938,429 | $938,429 |
| TOUCHSTONE TOT RET BND-INST | $499,132 | $499,132 |
| COLUBMIA STRATEGIC INC-13 | $340,217 | $340,217 |
| BLACKROCK STRAT INC OPP-INST | $344,289 | $344,289 |
| AMERICAN BEACON LON INC E-IS | $247,859 | $247,859 |
| BROWN CAP MGMT SM COMP-INST | $280,237 | $280,237 |
| DODGE & COX STOCK FUND #145 | $765,913 | $765,913 |
| ISHARES CORE S&P 500 EFT | $296,145 | $296,145 |
| PRINCIPAL MIDCAP FUND-INS | $949,864 | $949,864 |
| T ROWE PR GROWTH STOCK-I | $950,500 | $950,500 |
| VANGUARD SELECTED VALUE FUND | $741,333 | $741,333 |
| VANGUARD 500 INDEX FUND-ADM | $1,705,202 | $1,705,202 |
| WF SPEC SM CAP VAL-INST | $583,853 | $583,853 |
| ARTISAN INTL VALUE FUND-ADV | $1,116,205 | $1,116,205 |
| ISHARES MSCI ACWI EX US ETF | $631,666 | $631,666 |
| OPPENHEIMER DEVELOPING MKT-I | $622,401 | $622,401 |
| OPPENHEIMER INTL GROWTH FD-I | $548,310 | $548,310 |
| PEAR TREE POL-F/V SM CAP-IN | $376,305 | $376,305 |
| VANGUARD FTSE EMERGING MARKETS | $49,187 | $49,187 |
| OTHER PUBLICALLY TRADED | $6,279 | $6,279 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $2,475,202 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35 | 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 | $3,252 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,252 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST ADMINISTRATION EXPENSE | CategoryTxt |
| Amt | $15,110 | Amt |
| Net Investment Income | $15,110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $29,534 | $0 | $0 | |
| FOREIGN TAX | $6,075 | $6,075 |
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