Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
JOHNSON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 555 MAIN STREET 450
  Room/suite
City or town
RACINE
State or province
WI
Country  
ZIP or foreign postal code
53403
A Employer identification number

36-7092273
B Telephone number (see instructions)

2626647600
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$67,555,092J Accounting method:
MODIFIED CASH BAL
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 201,623
2 Check .................
3 Interest on savings and temporary cash investments 29,185 29,685 0
4 Dividends and interest from securities... 959,009 2,675,840 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,331,374
b Gross sales price for all assets on line 6a 11,258,949
7 Capital gain net income (from Part IV, line 2)... 1,331,374
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,696,907 -19,924 0
12 Total. Add lines 1 through 11........ 4,218,098 4,016,975 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
14,749 0 0 14,749
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
43,586 21,793 0 21,793
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
53,669 53,669 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
57,204 12,469 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 169,208 87,931 0 36,542
25 Contributions, gifts, grants paid....... 3,523,677 3,223,677
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,692,885 87,931 0 3,260,219
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 525,213
b Net investment income (if negative, enter -0-) 3,929,044
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 102,703 48,743 48,743
2 Savings and temporary cash investments......... 1,097,817 1,545,447 1,545,447
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts     0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) 0
Less: allowance for doubtful accounts 0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 35,363,582 Click to see attachment
List of Attached Documents:
// Content
38,776,376 		38,776,376
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis 0
Less: accumulated depreciation (attach schedule) 0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,166,884 Click to see attachment
List of Attached Documents:
// Content
27,166,884 		27,166,884
14 Land, buildings, and equipment: basis 0
Less: accumulated depreciation (attach schedule) 0 0   0
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
17,642 		Click to see attachment
List of Attached Documents:
// Content
17,642
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 63,730,986 67,555,092 67,555,092
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe ) Click to see attachment
List of Attached Documents:
// Content
9,154 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 9,154 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 63,721,832 67,555,092
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 63,721,832 67,555,092
30 Total liabilities and net assets/fund balances (see instructions). 63,730,986 67,555,092
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
63,721,832
2
Enter amount from Part I, line 27a .....................
2
525,213
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3,308,047
4
Add lines 1, 2, and 3 ..........................
4
67,555,092
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
67,555,092
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a TOTAL CAPITAL GAIN DISTRIBUTIONS      
b PUBLICLY TRADED SECURITIES - ST      
c PUBLICLY TRADED SECURITIES - LT      
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 774,999     774,999
b 5,774,602   5,796,788 -22,186
c 4,739,964   4,161,403 578,561
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a     0 774,999
b     0 -22,186
c     0 578,561
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,331,374
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 54,614
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 54,614
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 54,614
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 55,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 55,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 15
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 371
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax371 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
WI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofBRUCE BERGER Telephone no. (262) 664-7600

Located at555 MAIN STREET SUITE 450RACINEWI ZIP+453403
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
S CURTIS JOHNSON TRUSTEE
5.00 		0 0  
555 MAIN STREET
RACINE,WI53403
HELEN P JOHNSON-LEIPOLD TRUSTEE
5.00 		0 0  
555 MAIN STREET STE 450
RACINE,WI53403
H FISK JOHNSON TRUSTEE
5.00 		0 0  
555 MAIN STREET STE 450
RACINE,WI53403
WINIFRED J MARQUART PRESIDENT
5.00 		0 0  
555 MAIN STREET STE 450
RACINE,WI53403
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
38,765,352
b
Average of monthly cash balances.......................
1b
783,942
c
Fair market value of all other assets (see instructions)................
1c
27,166,884
d
Total (add lines 1a, 1b, and 1c).......................
1d
66,716,178
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
66,716,178
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,000,743
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
65,715,435
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
3,285,772
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,285,772
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
54,614
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
54,614
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,231,158
4
Recoveries of amounts treated as qualifying distributions................
4
190,000
5
Add lines 3 and 4............................
5
3,421,158
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,421,158
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
3,260,219
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,260,219
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 3,421,158
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 939,777
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,260,219
a Applied to 2024, but not more than line 2a 939,777
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 2,320,442
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.   0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		1,100,716
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AFTER THE RACES

1966 APPLETON ROAD
ELKTON,MD21921 		NONE   UNRESTRICTED 5,000

BIG SHOULDERS FUND

212 W VAN BUREN STREET STE 900
CHICAGO,IL60607 		NONE   UNRESTRICTED 2,500

BLUE RIDGE CONSERVANCY

PO BOX 568
BOONE,NC28607 		NONE   UNRESTRICTED 5,000

BOYS AND GIRLS CLUB OF KENOSHA INC

1330 52ND STREET
KENOSHA,WI53140 		NONE   UNRESTRICTED 20,000

CABLE NATURAL HISTORY MUSEUM INC

PO BOX 416
CABLE,WI54821 		NONE   UNRESTRICTED 25,000

CHILDRENS HOSPITAL LOS ANGELES

4650 SUNSET BOULEVARD
LOS ANGELES,CA90027 		NONE   UNRESTRICTED 5,000

CHOATE ROSEMARY HALL FOUNDATION INCORPORATED

333 CHRISTIAN ST
WALLINGFORD,CT06492 		NONE   UNRESTRICTED 5,000

COCOS HEART DOG RESCUE

449 COUNTY ROAD VV
SOMERSET,WI54025 		NONE   Unrestricted 5,000

CORNELL UNIVERSITY

377 PINE TREE ROAD
ITHACA,NY14850 		NONE   Unrestricted 50,000

FIRST PRESBYTERIAN CHURCH

716 COLLEGE AVENUE
RACINE,WI53403 		NONE   ORGAN PROJECT 70,677

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL60632 		NONE   UNRESTRICTED 2,500

HABITAT FOR HUMANITY OF RACINE & KENOSHA COUNTIES

1501 VILLA ST
RACINE,WI53403 		NONE   UNRESTRICTED 100,000

HAZELDEN BETTY FORD FOUNDATION

PO BOX 11
CENTER CITY,MN55012 		NONE   UNRESTRICTED 30,000

HOSPITALITY CENTER INC

614 MAIN STREET
RACINE,WI53403 		NONE   UNRESTRICTED 3,750

INTERNATIONAL SCHOOL OF BROOKLYN

477 COURT STREET
BROOKLYN,NY11231 		NONE   Unrestricted 10,000

JOURNEY TO LIVING FREE

555 MAIN STREET STE 450
RACINE,WI53403 		NONE   PROGRAM SUPPORT 300,000

KATIE FLOWERS ENDOWMENT INC

PO BOX 176
CABLE,WI54821 		NONE   FOREST LODGE PUBLIC LIBRARY 25,000

LEAHS HOPES AND DREAMS ORGANIZATION

PO BOX 3424
MOORESVILLE,NC28117 		NONE   UNRESTRICTED 35,000

LEES FRIENDS

7400 HAMPTON BLVD
NORFOLK,VA23505 		NONE   Unrestricted 4,000

MEALS ON WHEELS OF VIRGINIA BEACH INC

745 LITTLE NECK ROAD
VIRGINIA BEACH,VA23452 		NONE   Unrestricted 5,000

MINNESOTA WILD FOUNDATION

317 WASHINGTON ST
ST PAUL,MN55102 		NONE   UNRESTRICTED 20,000

MOTE MARINE LABORATORY

1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236 		NONE   UNRESTRICTED 10,000

NAMAKAGON VOLUNTEER FIRE DEPARTMENT

16690 STONE PINE DRIVE
CABLE,WI54821 		NONE   UNRESTRICTED 1,000

NAVY SEAL FOUNDATION

1619 D STREET BLDG 5326
VIRGINIA BEACH,VA23459 		NONE   Unrestricted 3,500

NORFOLK ACADEMY

1585 WESLEYAN DRIVE
NORFOLK,VA23502 		NONE   Unrestricted 20,000

RACINE COUNTY PROJECT EMERGENCY INC

2000 DEKOVEN AVE UNIT 2
RACINE,WI53403 		NONE   RACINE COUNTY FOOD BANK 20,000

RACINE FIRE BELLS INCORPORATED

3624 HAVEN AVENUE
RACINE,WI53405 		NONE   UNRESTRICTED 2,500

RACINE ZOOLOGICAL SOCIETY

200 GOOLD ST
RACINE,WI53402 		NONE   UNRESTRICTED 25,000

REACT19 INC

1288 N SUMMIT AVE STE 107 PMG 101
OCONOMOWOC,WI53066 		NONE   UNRESTRICTED 5,000

RIVER BEND NATURE CENTER INC

3600 N GREEN BAY ROAD
RACINE,WI53404 		NONE   UNRESTRICTED 20,000

RONALD MCDONALD HOUSE CHARITIES OF HUNTINGTON INC

1500 17TH STREET
HUNTINGTON,WV25701 		NONE   UNRESTRICTED 5,000

SUSAN G KOMEN BREAST CANCER FOUNDATION

13770 NOEL ROAD SUITE 801889
DALLAS,TX75380 		NONE   UNRESTRICTED 10,000

TEAM RUBICON

5230 PACIFIC CONCOURSE DRIVE STE 2
LOS ANGELES,CA90045 		NONE   UNRESTRICTED 5,000

THE EXUMA FOUNDATION

5900 LANDERBROOK DRIVE STE 200
MAYFIELD HEIGHTS,WI44124 		NONE   UNRESTRICTED 400,000

THE EXUMA FOUNDATION

5900 LANDERBROOK DRIVE STE 200
MAYFIELD HEIGHTS,WI44124 		NONE   PROJECTORS 5,000

THE JOHNSON FOUNDATION INC

33 EAST FOUR MILE ROAD
RACINE,WI53402 		NONE   UNRESTRICTED 350,000

THE PRAIRIE SCHOOL INC

4050 LIGHTHOUSE DRIVE
RACINE,WI53402 		NONE   SCHOLARSHIP FUND 350,000

THE PRAIRIE SCHOOL INC

4050 LIGHTHOUSE DRIVE
RACINE,WI53402 		NONE   UNRESTRICTED 1,467,500

TOWN OF CABLE

43395 RANDYSEK RD
CABLE,WI54821 		NONE   CABLE FORWARD 49,000

TOWN OF CABLE

43395 RANDYSEK RD
CABLE,WI54821 		NONE   CABLE FIRE DEPARTMENT 1,000

TOWN OF DRUMMOND

52650 FRONT AVENUE PO BOX 24
DRUMMOND,WI54832 		NONE   DRUMMOND FIRE & RESCUE 1,000

TOWN OF GRAND VIEW

22030 GRAND VIEW BLVD
GRAND VIEW,WI54839 		NONE   GRAND VIEW FIRE DEPARTMENT 1,000

TRUSTEES OF DARTMOUTH COLLEGE

7 LEBANON STREET STE 302
HANOVER,NH03755 		NONE   UNRESTRICTED 10,000

VETERANS OUTREACH OF WISCONSIN

1624 YOUT ST
RACINE,WI53404 		NONE   UNRESTRICTED 3,750

VOLUNTEER CENTER OF RACINE INC

6216 WASHINGTON AVENUE
RACINE,WI53406 		NONE   UNRESTRICTED 25,000

WATER ORG INC

117 W 20TH ST STE 203
KANSAS CITY,MO64108 		NONE   UNRESTRICTED 2,500

WOOF GANG RESCUE

1906 MELVIN AVENUE
RACINE,WI53404 		NONE   Unrestricted 2,500
Total ................................. 3a 3,523,677
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 29,185  
4 Dividends and interest from securities ....     14 959,009  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,331,374  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER 		    18 1,696,907  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,016,475 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,016,475
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022866
Software Version: 2025v4.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
JOHNSON FAMILY FOUNDATION
 
Employer identification number

36-7092273
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
JOHNSON FAMILY FOUNDATION
  		Employer identification number
36-7092273
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
IPJ MARITAL INCOME TR
 
555 MAIN STREET
 
RACINE, WI53403

$ 201,623


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
JOHNSON FAMILY FOUNDATION
  		Employer identification number

36-7092273
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
JOHNSON FAMILY FOUNDATION
  		Employer identification number

36-7092273
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 25022866
Software Version: 2025v4.1

TY 2025 AccountingFeesSchedule
Name:
JOHNSON FAMILY FOUNDATION
EIN:
36-7092273
Software ID:
25022866
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 43,586 21,793 0 21,793

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 ExpenditureResponsibilityStmt
Name:
JOHNSON FAMILY FOUNDATION
EIN:
36-7092273
Software ID:
25022866
Software Version:
2025v4.1
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
JOURNEY TO LIVING FREE
  		555 MAIN STREET STE 450
RACINE,WI53403 		2018-12-17 100,000 PROGRAM SUPPORT 68,831 NO 12/31/2018, 12/31/2019, 12/31/2020, 12/31/2021, 12/31/2022, 12/31/2023, 12/31/2024, 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS. THE ORGANIZATION WAS IN THE INITIAL PHASES OF ITS CHARITABLE PROGRAMS AT THE TIME.
JOURNEY TO LIVING FREE
  		555 MAIN STREET STE 450
RACINE,WI53403 		2019-12-17 50,000 PROGRAM SUPPORT 0 NO 12/31/2019, 12/31/2020, 12/31/2021, 12/31/2022, 12/31/2023, 12/31/2024, 12/31/2025   THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS. THE ORGANIZATION WAS IN THE INITIAL PHASES OF ITS CHARITABLE PROGRAMS AT THE TIME.
JOURNEY TO LIVING FREE
  		555 MAIN STREET STE 450
RACINE,WI53403 		2021-12-17 50,000 PROGRAM SUPPORT 0 NO 12/31/2021, 12/31/2022, 12/31/2023, 12/31/2024, 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS.
JOURNEY TO LIVING FREE
  		555 MAIN STREET STE 450
RACINE,WI53403 		2022-11-22 50,000 PROGRAM SUPPORT 0 NO 12/31/2022, 12/31/2023, 12/31/2024, 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS.
JOURNEY TO LIVING FREE
  		555 MAIN STREET STE 450
RACINE,WI53403 		2023-12-21 50,000 PROGRAM SUPPORT 0 NO 12/31/2023, 12/31/2024, 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS.
JOURNEY TO LIVING FREE
  		555 MAIN STREET STE 450
RACINE,WI53403 		2024-11-15 40,000 PROGRAM SUPPORT 0 NO 12/31/2024, 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS.
JOURNEY TO LIVING FREE
  		555 MAIN STREET STE 450
RACINE,WI53403 		2025-11-14 50,000 PROGRAM SUPPORT 0 NO 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS.
JOURNEY TO LIVING FREE
  		555 MAIN STREET STE 450
RACINE,WI53403 		2025-12-16 250,000 PROGRAM SUPPORT 0 NO 12/31/2025 2026-05-15 THE FOUNDATION VERIFIED THE FUNDS WERE BEING USED TO SUPPORT JOURNEY TO LIVING FREE'S PROGRAMS.

TY 2025 InvestmentsCorpStockSchedule
Name:
JOHNSON FAMILY FOUNDATION
EIN:
36-7092273
Software ID:
25022866
Software Version:
2025v4.1
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES CORE S&P 500 ETF 4,484,301 4,484,301
ISHARES CORE S&P 500 ETF 4,276,765 4,276,765
BAIRD INTERMEDIATE BD-INSTL 1,434,495 1,434,495
BAIRD INTERMEDIATE BD-INSTL 1,417,116 1,417,116
ARTISAN INTL VALUE FUND-INS 1,211,551 1,211,551
ARTISAN INTL VALUE FUND-INS 1,191,830 1,191,830
DODGE & COX STOCK FUND #145 1,007,799 1,007,799
BGF EMERGING MARKETS-K 1,007,131 1,007,131
PRINCIPAL MIDCAP FUND-INS 998,109 998,109
BGF EMERGING MARKETS-K 971,437 971,437
FED HER MDT SMALL CAP COR-IN 965,317 965,317
DODGE & COX STOCK FUND #145 964,610 964,610
PRINCIPAL MIDCAP FUND-INS 956,683 956,683
FED HER MDT SMALL CAP COR-IN 886,745 886,745
ALLSPRING SPEC M/C VAL-R6 872,301 872,301
ALLSPRING SPEC M/C VAL-R6 815,175 815,175
ISHARES RUSSELL 1000 GROWTH 792,304 792,304
ISHARES RUSSELL 1000 GROWTH 758,700 758,700
INVESCO S&P 500 TOP 50 ETF 739,044 739,044
INVESCO S&P 500 TOP 50 ETF 702,409 702,409
ISHARES CORE MSCI EAFE ETF 661,199 661,199
PERFORMANCE TR STRAT BND 644,979 644,979
ISHARES CORE MSCI EAFE ETF 634,808 634,808
PERFORMANCE TR STRAT BND 633,415 633,415
VANGUARD GNMA FUND-ADM 613,271 613,271
VANGUARD GNMA FUND-ADM 602,674 602,674
MFS INTERNATIONAL GROWTH-R6 524,639 524,639
MFS INTERNATIONAL GROWTH-R6 505,033 505,033
GRANDEUR PEAK INTL STLWR-INS 461,033 461,033
OAKMARK INTERNATIONAL-INST 450,101 450,101
GRANDEUR PEAK INTL STLWR-INS 449,571 449,571
OAKMARK INTERNATIONAL-INST 426,650 426,650
BBH LIMITED DURATION-I 365,827 365,827
BND-ADM BBH LIMITED DURATION-I 360,806 360,806
ISHARES 3-7 YEAR TREASURY 256,841 256,841
ISHARES 3-7 YEAR TREASURY 251,829 251,829
VOYA SECURITIZED CREDIT-I 176,204 176,204
VOYA SECURITIZED CREDIT-I 174,688 174,688
VANGUARD EMERG MKTS 111,688 111,688
VANGUARD EMERG MKTS 110,726 110,726
VANGUARD 500 INDEX FUND 0 0
COHEN & STEERS INST RLTY SH 681,056 681,056
VICTORY CAT BOND FUND-Y 656,656 656,656
VICTORY MRKT NTRL INC-I 602,811 602,811
COHEN & STEERS INST RLTY SH 679,056 679,056
VICTORY CAT BOND FUND-Y 687,494 687,494
VICTORY MRKT NTRL INC-I 599,499 599,499

TY 2025 InvestmentsOtherSchedule2
Name:
JOHNSON FAMILY FOUNDATION
EIN:
36-7092273
Software ID:
25022866
Software Version:
2025v4.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
JOHNSON FAMILY PARTNERSHIP FMV 14,078,923 14,078,923
CURELLE ASSOC LTD PARTNERSHIP FMV 4,080,756 4,080,756
SF&H PARTNERS LTD PTNSP B FMV 2,173,430 2,173,430
SAFISK ASSOCIATES LTD PTNSP B FMV 2,075,434 2,075,434
SAFISK ASSOCIATES LTD PTNSP A FMV 1,766,297 1,766,297
COMBINED PARTNERS LTD PTNSP B FMV 1,458,270 1,458,270
COMBINED PARTNERS LTD PTNSP A FMV 1,242,743 1,242,743
HORIZON 1982 INVESTMENT CO. FMV 291,031 291,031

TY 2025 LegalFeesSchedule
Name:
JOHNSON FAMILY FOUNDATION
EIN:
36-7092273
Software ID:
25022866
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 14,749     14,749


TY 2025 OtherAssetsSchedule
Name:
JOHNSON FAMILY FOUNDATION
EIN:
36-7092273
Software ID:
25022866
Software Version:
2025v4.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID EXCISE TAX 0 17,642 17,642


TY 2025 OtherIncomeSchedule2
Name:
JOHNSON FAMILY FOUNDATION
EIN:
36-7092273
Software ID:
25022866
Software Version:
2025v4.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PARTNERSHIP INCOME 1,689,701 -26,980  
OTHER INVESTMENT INCOME 7,206 7,056  


TY 2025 OtherIncreasesSchedule
Name:
JOHNSON FAMILY FOUNDATION
EIN:
36-7092273
Software ID:
25022866
Software Version:
2025v4.1
Description Amount
UNREALIZED GAIN 3,308,047


TY 2025 OtherLiabilitiesSchedule
Name:
JOHNSON FAMILY FOUNDATION
EIN:
36-7092273
Software ID:
25022866
Software Version:
2025v4.1
Description Beginning of Year - Book Value End of Year - Book Value
PAYABLE - FEDERAL TAX 9,154 0


TY 2025 OtherProfessionalFeesSchedule
Name:
JOHNSON FAMILY FOUNDATION
EIN:
36-7092273
Software ID:
25022866
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUST ADMINISTRATION EXPENSE 53,669 53,669    


TY 2025 TaxesSchedule
Name:
JOHNSON FAMILY FOUNDATION
EIN:
36-7092273
Software ID:
25022866
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 57,204 0 0 0
FOREIGN TAX   12,469 0 0