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SC JOHNSON GIVING INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SC JOHNSON GIVING INC (EIN 39-6052089)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-02-01
IRS object ID
202430329349100003
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-01T11:28:45-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391648207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDREA & ORENDORFF LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16300 76TH ST STE 200AddressLine1Txt
CityKENOSHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP531424018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396052089EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SC JOHNSON GIVING INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCJOBusinessNameControlTxt
Phone2622602156PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11525 HOWE STREETAddressLine1Txt
CityRACINECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM LADWIGPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2622602156PhoneNum
Signature2024-02-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJIMPersonFirstNm
Person LastLADWIGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMIKE S HEDDENPreparerPersonNm
PTINP00744376PTIN
Phone2626577716PhoneNum
Preparation2024-02-01PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$30,041,306FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,106,833InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,106,833InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,106,833InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$1,106,833TotalRevAndExpnssAmt
Total Net Invst Incm$1,106,833TotalNetInvstIncmAmt
Total Adj Net Incm$1,106,833TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$15,600AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$49,269OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$64,869TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,101,647ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,101,647ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,166,516TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,101,647TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,059,683ExcessRevenueOverExpensesAmt
Net Investment Income$1,106,833NetInvestmentIncomeAmt
Adjusted Net Income$1,106,833AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,200CashBOYAmt
Cash EOY$19,233CashEOYAmt
Cash EOYFMV$21,233CashEOYFMVAmt
Sav And Temp Cash Invst BOY$34,090,789SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,020,073SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,020,073SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$34,098,989TotalAssetsBOYAmt
Total Assets EOY$30,039,306TotalAssetsEOYAmt
Total Assets EOYFMV$30,041,306TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$34,098,989NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$30,039,306NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$34,098,989TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$30,039,306TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,098,989TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$30,039,306TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$34,098,989TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,059,683ExcessRevenueOverExpensesAmt
Subtotal$30,039,306SubtotalAmt
Tot Net Ast Or Fund Balances EOY$30,039,306TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,385InvestmentIncomeExciseTaxAmt
Subtotal$15,385SubtotalAmt
Tax Based On Investment Income$15,385TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,743EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,743TotalPaymentsAndCreditsAmt
Tax Due$13,642TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JIM LADWIGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2622607380PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11525 HOWE STREETAddressLine1Txt
CityRACINECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
H FISK JOHNSON
1525 HOWE STREETRACINEWI53403CHAIRMAN AND000.00$0$0$0
CHERYL E TRUESDALE
1525 HOWE STREETRACINEWI53403VP & TREASUR000.00$0$0$0
ALAN D VANDERMOLEN
1525 HOWE STREETRACINEWI53403VICE CHAIR &000.00$0$0$0
JIM LADWIG
1525 HOWE STREETRACINEWI53403SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$28,861,960AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,825,182AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,687,142TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$31,687,142AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$475,307CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,211,835NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,560,592MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,560,592MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,385TaxBasedOnInvestmentIncomeAmt
Total Tax$15,385TotalTaxAmt
Distributable Before Adj$1,545,207DistributableBeforeAdjAmt
Distributable Before Ded$1,545,207DistributableBeforeDedAmt
Distributable As Adjusted$1,545,207DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,101,647ExpensesAndContributionsAmt
Qualifying Distributions$5,101,647QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,545,207DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,606,012ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,385,852ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,893,182ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,737,701ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,092,458ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$36,715,205TotalExcessDistributionCyovAmt
Qualifying Distributions$5,101,647QualifyingDistributionsAmt
Applied To Current Year$1,545,207AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,556,440RemainingDistriFromCorpusAmt
Total Corpus$40,271,645TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,606,012ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$29,665,633ExcessDistriCyovToNextYrAmt
Excess From Year4$15,385,852ExcessFromYear4Amt
Excess From Year3$4,893,182ExcessFromYear3Amt
Excess From Year2$2,737,701ExcessFromYear2Amt
Excess From Year1$3,092,458ExcessFromYear1Amt
Excess From Current Year$3,556,440ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSC JOHNSON GIVING INC SCHOLARSHIPRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PROGRAM C/O SCHOLARSHIP AMERICAAddressLine1Txt
Address Line2ONE SCHOLARSHIP WAYAddressLine2Txt
CitySAINT PETERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56082ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5079311682RecipientPhoneNum
Form And Info And MaterialsSONS & DAUGHTERS AND YOUNG LEADERS PROGRAMS: EACH PROGRAM HAS A SPECIFIC SCHOLARSHIP APPLICATION FORM THAT MUST BE FILLED OUT AND SIGNED BY THE APPLICANT. EDUCATIONAL MATCHING PROGRAM: THE EMPLOYEE SHOULD COMPLETE A FORM FOR THE PROGRAM, AND VERIFY BY SIGNING THAT THE GIFT COMPLIES WITH THE PROVISIONS OF THE PROGRAM AND MAIL THE FORM WITH THE GIFT TO THE INSTITUTION. A FINANCIAL OR OTHER AUTHORIZED REPRESENTATIVE OF THE RECIPIENT INSTITUTION SHOULD COMPLETE AND COUNTERSIGN PART B, THEREBY CERTIFYING THAT THE CONTRIBUTION HAS BEEN RECEIVED AND COMPLIES WITH THE PROGRAM PROVISIONS. DOLLARS FOR DOERS PROGRAM: APPLICANTS MUST FILL OUT A PROGRAM APPLICATION. VOLUNTEERS WILL COMPLETE SECTION A OF THE REQUEST FORM AND FORWARD THE FORM TO THE ELIGIBLE ORGANIZATION. THE RECIPIENT ORGANIZATION WILL COMPLETE SECTION B, INCLUDING A VERIFICATION OF VOLUNTEERS TIME, AND MAIL THE ENTIRE FORM TO THE DOLLARS FOR DOERS PROGRAM. SC JOHNSON SHAREHOLDER MATCHING GRANTS PROGRAM: THE SHAREHOLDER MUST GO ONLIFormAndInfoAndMaterialsTxt
Submission DeadlinesSONS & DAUGHTERS: JANUARY 15 FOR THE UPCOMING SCHOOL YEAR YOUNG LEADERS: MARCH 31 FOR THE UPCOMING SSubmissionDeadlinesTxt
Restrictions On AwardsSONS & DAUGHTERS PROGRAM: THIS SCHOLARSHIP IS ONLY AVAILABLE TO DEPENDENTS OF SC JOHNSON EMPLOYEES PURSUING A POSTSECONDARY DEGREE OR CERTIFICATION. YOUNG LEADERS PROGRAM: APPLICANTS TO THE SC JOHNSON YOUNG LEADERS SCHOLARSHIP PROGRAM MUST BE HIGH SCHOOL SENIORS ATTENDING PUBLIC, PRIVATE OR PAROCHIAL HIGH SCHOOLS IN THE RACINE UNIFIED SCHOOL DISTRICT ATTENDANCE AREA WHO DEMONSTRATE ECONOMIC NEED AS DETERMINED BY THE STUDENT'S AND/OR FAMILY'S FINANCIAL CIRCUMSTANCES AND ABILITY TO CONTRIBUTE TO SCHOOL COSTS AND BY THE STUDENT'S LIVING CIRCUMSTANCES (E.G. A WARD OF THE COURT OR LIVING WITH A NONFAMILY MEMBER), HAVE A MINIMUM CUMULATIVE GRADE POINT AVERAGE OF 2.5 (ON A 4.0 SCALE), AND PLAN TO ENROLL IN FULL-TIME UNDERGRADUATE STUDY AT AN ACCREDITED TWO-YEAR OR FOUR-YEAR COLLEGE, UNIVERSITY, OR VOCATIONAL-TECHNICAL SCHOOL FOR THE ENTIRE UPCOMING ACADEMIC YEAR. DEPENDENTS OF EMPLOYEES, RETIREES AND SHAREHOLDERS OF SC JOHNSON ARE INELIGIBLE TO APPLY. THE YOUNG LEADERS PROGRAM IS NO LONGER ACRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SONS & DAUGHTERS PROGRAM
C/O SCHOLARSHIP AMERICAONE SCHOLARSHIP WAYSAINT PETERMN56082SONS & DAUGHTERS PROGRAM$293,283
SHAREHOLDER MATCH PROGRAM
1525 HOWE STRACINEWI53403SHAREHOLDER MATCH PROGRAM$196,552
DOLLARS FOR DOERS PROGRAM
C/O CYBERGRANTS300 BRICKSTONE SQUAREANDOVERMA01810DOLLARS FOR DOERS PROGRAM$13,500SUITE 601
EDUCATIONAL MATCHING GRANTS PROGRAM
C/O CYBERGRANTS300 BRICKSTONE SQUAREANDOVERMA01810EDUCATIONAL MATCHING GRANTS PROGRAM$233,052SUITE 601
UNITED WAY MATCHING PROGRAMS
2000 DOMANIK DRIVERACINEWI53404UNITED WAY MATCHING PROGRAMS$765,260
GATEWAY STEM SCHOLAR PROGRAM
3520 30TH AVEKENOSHAWI53144GATEWAY STEM SCHOLARS PATHWAY PROG$1,100,000
CORNELL SC JOHNSON SCHOOL
CORNELL SC JOHNSON SCHOOLITHACANY14853JOHNSON SCHOOL OF BUSINESS GRANT$2,500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,101,647TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,106,833ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,106,833ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,106,833TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$15,600Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER ADMINISTRATIVE EXPENSESCategoryTxt
Amt$49,269Amt

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