SC JOHNSON GIVING INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SC JOHNSON GIVING INC (EIN 39-6052089)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-02-22
IRS object ID
201930539349100608
Schema version
2017v2.3
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)
Return2019-02-22T16:05:48-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2019-01-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMIKE HEDDENPreparerPersonNm
PTINP00744376PTIN
Phone2626577716PhoneNum
Preparation2019-02-22PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.218.59.85IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-22IPDt
IP Tm16:05:48IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0BB8750DD837A0CD2ED942EC7DA71D56E40AED3EAtSubmissionCreationDeviceId
At Submission Filing Device Id0BB8750DD837A0CD2ED942EC7DA71D56E40AED3EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,934,948FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,571,542ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$21,849InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,849InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21,849InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$184,020DividendsRevAndExpnssAmt
Dividends Net Invst Incm$184,020DividendsNetInvstIncmAmt
Dividends Adj Net Incm$184,020DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$105,195NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,799,871GrossSalesPriceAmt
Total Rev And Expnss$7,672,216TotalRevAndExpnssAmt
Total Net Invst Incm$205,869TotalNetInvstIncmAmt
Total Adj Net Incm$205,869TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$398,072OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$398,072TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,183,115ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,183,115ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,581,187TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,183,115TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,908,971ExcessRevenueOverExpensesAmt
Net Investment Income$205,869NetInvestmentIncomeAmt
Adjusted Net Income$205,869AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$326,507CashBOYAmt
Cash EOY$11,181CashEOYAmt
Cash EOYFMV$11,181CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,634,127SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,262,002SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,262,002SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,924,440CorporateStockBOYAmt
Corporate Stock EOY$9,661,765CorporateStockEOYAmt
Corporate Stock EOYFMV$9,661,765CorporateStockEOYFMVAmt
Total Assets BOY$14,885,074TotalAssetsBOYAmt
Total Assets EOY$10,934,948TotalAssetsEOYAmt
Total Assets EOYFMV$10,934,948TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$14,885,074UnrestrictedBOYAmt
Unrestricted EOY$10,934,948UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$14,885,074TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,934,948TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,885,074TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,934,948TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,885,074TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,908,971ExcessRevenueOverExpensesAmt
Subtotal$10,976,103SubtotalAmt
Other Decreases$41,155OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,934,948TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVANGUARD STOCK SALESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$10,799,871GrossSalesPriceAmt
Cost Or Other Basis$10,905,066CostOrOtherBasisAmt
Gain Or Loss-$105,195GainOrLossAmt
Gains Minus Excess Or Losses-$105,195GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$105,195CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,071,633AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,585,643NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.524065DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,779,741AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,277,531NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.698245DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,300,356AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,862,516NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.598064DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,298,030AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,344,540NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.202567DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,076,928AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,288,366NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.489305DistributionYr5Rt
Total Distribution2.512246TotalDistributionRt
Average Distribution0.502449AverageDistributionRt
Net Vl Noncharitable Assets$11,583,249NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,819,992AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,059NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,822,051AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,183,115QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,059InvestmentIncomeExciseTaxAmt
Subtotal$2,059SubtotalAmt
Tax Based On Investment Income$2,059TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$2,133ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,133TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$74EsPenaltyAmt

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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsYes (true)ActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 AND1.00$0$0$0
CHERYL E TRUESDALE
1525 HOWE STREETRACINEWI53403VP & TREASUR1.00$0$0$0
STEVEN M CARTER
1525 HOWE STREETRACINEWI53403FORMER VP/TR1.00$0$0$0
KELLY M SEMRAU
1525 HOWE STREETRACINEWI53403VICE CHAIR &1.00$0$0$0
JIM LADWIG
1525 HOWE STREETRACINEWI53403SECRETARY1.00$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$8,999,379AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,760,265AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,759,644TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$11,759,644AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$176,395CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,583,249NetVlNoncharitableAssetsAmt
Minimum Investment Return$579,162MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$579,162MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,059TaxBasedOnInvestmentIncomeAmt
Total Tax$2,059TotalTaxAmt
Distributable Before Adj$577,103DistributableBeforeAdjAmt
Distributable Before Ded$577,103DistributableBeforeDedAmt
Distributable As Adjusted$577,103DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,183,115ExpensesAndContributionsAmt
Qualifying Distributions$11,183,115QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,059PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$11,181,056AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$577,103DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,763,298ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,733,068ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,859,780ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,368,149ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,495,723ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,220,018TotalExcessDistributionCyovAmt
Qualifying Distributions$11,183,115QualifyingDistributionsAmt
Applied To Current Year$577,103AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,606,012RemainingDistriFromCorpusAmt
Total Corpus$30,826,030TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,763,298ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,062,732ExcessDistriCyovToNextYrAmt
Excess From Year4$1,733,068ExcessFromYear4Amt
Excess From Year3$4,859,780ExcessFromYear3Amt
Excess From Year2$5,368,149ExcessFromYear2Amt
Excess From Year1$5,495,723ExcessFromYear1Amt
Excess From Current Year$10,606,012ExcessFromCurrentYearAmt

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 MACHING GRANTS PROGRAM: THE SHAREHOLDER MUST GO ONLINFormAndInfoAndMaterialsTxt
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. EDUCATIONAL MATCHING PROGRAM: THIS PROGRARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
SC JOHNSON CHARITABLE TRUST
555 MAIN STREETRACINEWI53403CHARITABLE TRUST GRANT$500,000
JOHNSON FOUNDATION AT WINGSPREAD
555 MAIN STREETRACINEWI53403WINGSPREAD FOUNDATION GRANT$2,700,000
CORNELL SC JOHNSON SCHOOL
CORNELL SC JOHNSON SCHOOLITHACANY14853SC JOHNSON SCHOOL OF BUSINESS GRANT$6,006,990OF BUSINESSOF BUSINESS
YOUNG LEADERS PROGRAM
ONE SCHOLARSHIP WAYSAINT PETERMN56082YOUNG LEADERS PROGRAM$158,830C/O SCHOLARSHIP AMERICA
SONS & DAUGHTERS PROGRAM
ONE SCHOLARSHIP WAYSAINT PETERMN56082SONS & DAUGHTERS PROGRAM$173,400C/O SCHOLARSHIP AMERICA
SHAREHOLDER MATCH PROGRAM
300 BRICKSTONE SQUAREANDOVERMA01810SHAREHOLDER MATCH PROGRAM$409,627C/O CYBERGRANTSSUITE 601
DOLLARS FOR DOERS PROGRAM
300 BRICKSTONE SQUAREANDOVERMA01810DOLLARS FOR DOERS PROGRAM$25,750C/O CYBERGRANTSSUITE 601
EDUCATIONAL MATCHING GRANTS PROGRAM
300 BRICKSTONE SQUAREANDOVERMA01810EDUCATIONAL MATCHING GRANTS PROGRAM$392,208C/O CYBERGRANTSSUITE 601
UNITED WAY MATCHING PROGRAMS
2000 DOMANIK DRIVERACINEWI53404UNITED WAY MATCHING PROGRAMS$816,310
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,183,115TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,849RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$184,020RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$105,195RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$100,674RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$100,674TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SC JOHNSON SON
11525 HOWE STREETRACINEWI53403$7,233,329Yes (X)
SC JOHNSON SON
21525 HOWE STREETRACINEWI53403$338,213Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyIN-KIND SERVICESNoncashPropertyDesc
Fair Market Value$338,213FairMarketValueAmt
Received2018-06-29ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD SHORT TERM BOND ETF$7,277,104$7,277,104
VANGUARD TOTAL BOND MARKET ETF$2,384,661$2,384,661

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$41,155Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
ADMINISTRATIVE EXPENSES$376,782
ACCOUNTING FEES$21,290

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