change of accounting period 990-pf returnof private...

CHANGE OF ACCOUNTING PERIOD

Form 990-PF Return of Private Foundation OMB No 1545-0052

or Section 4947(a)(1) Nonexempt Charitable Trust ^oo^

Department of the TreasuryTreated as a Private Foundation

Internal Revenue Service Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.

For calendar year 2009 , or tax year beginning JUL 1, 2009 , and ending JUL 2, 2010

G Check all that apply: 0 Initial return 0 Initial return of a former public charity 0 Final return

n Amended return n Address chance n Name chanae

0

I-UO

LUZ

01CJ

V4

Use the IRS Name of foundation A Employer identification number

labelOtherwise, S C JOHNSON FUND , INC. 39-6052089

print Number and street (or P O box number if mail is not delivered to street address) Room/swte B Telephone numberortype . 1525 HOWE STREET ( 262 ) 260-2119

See SpecificCity or town, state, and ZIP code C If exemption application is pending, check here

Instructions.C INE WI 5 3 4 0 3 D 1 - Foreign organizations , check here

H Check type of organization : ® Section 501 ( c)(3) exempt private foundation 2 check here and attach compuatioon5% test,

Section 4947 ( a )( 1 ) nonexem p t charitable trust = Other taxable p rivate foundationE If rivate fo ndation stat s was terminated

I Fair market value of all assets at end of year J Accounting method : ® Cash Accrualp u u

under section 507(b )(1)(A), check here

(from Part ll, col (c), line 16) L Other (specify ) F If the foundation is in a 60-month terminatio111114 8 816 015. (Part 1, column (d) must be on cash basis )

nunder section 507 ( b )( 1 B check here

Part I Analysis of Revenue and Expenses ( a) Revenue and (b) Net investment ( c) Adjusted net ( d) Disbursements(The total of amounts in columns (b), (c), and (d) may notnecessarily equal the amounts in column (a)) exp enses p er books income income for charitable purposes

(cash basis only)

1 Contributions , gifts, grants, etc ., received 4 18 8 5 81. , , N A-„^-2 Ch t nd ni n t rh ir d t tt h S h Bk►T-1 it th 4 A FU-s oec ou a o equ e o a ac ce - „ . 1

Interest on savings and temporary3 cash investments

r1'- '

4 Dividends and interest from securities 190 , 310 . 190 , 310. STATEMENT I5a Gross rentsb Net rental income or (loss ) =°. - _ `7"•.- '^' - -

d)6a Net gain or (loss) from sale of assets not on line 10 284 , 8 70. - ^`

Mb Gross sales price for all

assets on line 8a 19 , 569 , 810 . - _- , 1

N7 Capital gain net income (from Part IV, line 2) 284 8 7 0

°C 8 Net short-term capital gain-9 Income modifications _."

Gross sales less returns10a and allowances

}• '

r , - _;

• A.;,

b Less Cost of goods sold e. - i

c Gross profit or (loss )

11 Other income

12 Total . Add lines 1 throw h 11 4 6 6 3 761. 475 18 0. -x13 Compensation of officers , directors, trustees, etc 0. 0. -- ^^ T 0

14 Other employee salaries and wages

15 Pension plans , employee benefitsN

N 16a Legal fees

a b Accounting fees STMT 2 14 , 585. 0. 0.ul c Other professional fees STMT 3 47 , 184. 47 , 184. 0.> 17 Interest

18 Taxes

19 Depreciation and depletion

E 20 Occupancy

< 21 Travel, conferences, and meetings

r- 22 Printing and publications

23 Other expenses STMT 4 24 , 484. 2 10 0. 22 , 384.24 Total operating and administrative

expenses . Add lines 13 through 23 86 , 253. 49 284. 22 , 384.0 25 Contributions, gifts, grants paid 7 , 906 , 035. 7 1 906 , 035.

26 Total expenses and disbursements

Add lines 24 and 25 7 , 992 , 288. 49 , 284. 7 , 928 , 419.27 Subtract line 26 from line 12 :

a Excess of revenue over expenses and disbursements <3 , 328 , 527.b Net investment income (if negative, enter -0-) 425 , 896.c Adjusted net income ( if negative, enter - o-) N /A

02-02-lo LHA For Privacy Act and Paperwork Reduction Act Notice , see the instructions

113110916 768001 029-41637-00 2009.04020 SC JOHNSON FUND, INC.

Form 990-PF (2009)

029-4121

Form 990-PF (2009) GC ,TCTiN.0N FTTNT) - TN[' - R 9 - F n q 2 f) R q Paae 2

Balance Sheets AttachedschedulesandamountsmthedescnptionP rtl

Beginning of year End of yeara I column should betor end-of-year amounts only (a) Book Value (b) Book Value (c) Fair Market Value

1 Cash - non-interest-bearing <28 , 000 . <420 500 . <420 500 .:2 Savings and temporary cash investments 748 , 203. 168 , 066. 168 , 066.3 Accounts receivable ►

Less: allowance for doubtful accounts ►4 Pledges receivable ►

Less: allowance for doubtful accounts ►5 Grants receivable

6 Receivables due from officers, directors, trustees, and other

disqualified persons

7 Other notes and loans receivable ► _ _^ ^____ J

Less: allowance for doubtful accounts ►0Y

8 Inventories for sale or use

9 Prepaid expenses and deferred charges

10a Investments - U.S. and state government obligations

b Investments - corporate stock

c Investments - corporate bonds

11 Investments - land, buildings , and equipment.basis

Less accumulated depreciation ►

12 Investments - mortgage loans

13 Investments - other STMT 6 11 296 180. 9 , 068 , 449. 9 , 068 , 449.14 Land, buildings, and equipment basis ►

Less accumulated depreciation ►

15 Other assets (describe ►

16 Total assets to be com p leted b y all filers 12 , 016 , 383. 8 , 816 , 015. 8 816 . 015.17 Accounts payable and accrued expenses

18 Grants payable ,

19 _Deferred revenue - -^^ -

20 Loans from officers, directors, trustees, and other disqualified persons

m 21 Mortgages and other notes payable

J 22 Other liabilities (describe ► ) -

23 Total liabilities ( add lines 17 throu g h 22 ) 0. 0. v-,

;;

Foundations that follow SFAS 117, check here ►and complete lines 24 through 26 and lines 30 and 31.

24 Unrestricted 12 , 016 , 383. 8 816 015.d

v 25 Temporarily restricted

;

m 26 Permanently restricted

'L

y

Foundations that do not follow SFAS 117, check here ►and complete lines 27 through 31.

27 Capital stock, trust principal, or current funds ,° -

y 28 Paid-in or capital surplus, or land, bldg., and equipment fund

< 29 Retained earnings, accumulated income, endowment, or other funds <t^

i 30 Total net assets or fund balances 12 , 016 , 383. 8 1 816 , 015. A

31 Total liabilities and net assets/fund balances 12 , 016 , 383. 8 , 816 , 015.

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 30

(must agree with end-of-year figure reported on prior year's return) 1 12 , 016 , 3832 Enter amount from Part 1, line 27a 2 <3 328 . >, 5273 Other increases not included in line 2 (itemize) ► SEE STATEMENT 5 3 128 , 159.4 Add lines 1, 2, and 3 4 8 816 , 015.5 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, column (b), line 30 6 8, 816 , 015 .

923511Form 990-PF (2009)

02-02-10

213110916 768001 029-41637-00 2009.04020 SC JOHNSON FUND, INC. 029-4121

•l

Form 990-PF (2009) SC JOHNSON FUND INC. 39-6052089 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^ - PurchaseD - Donation

(c) Date acquired(mo., day, yr.)

(d) Date sold(mo., day, yr.)

la

b SEE ATTACHED STATEMENTCd

e

(e) Gross sales price (f) Depreciation allowed(or allowable)

(g) Cost or other basisplus expense of sale

(h) Gain or (loss)(e) plus (f) minus (g)

a

b

cd

e 19 , 569 , 810. 1 1 19 284 940. 284 870.Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col. (h) gain minus

(i) F.M.V. as of 12/31/69(j) Adjusted basisas of 12/31/69

(k) Excess of col. (i)over col. ()), if any

col.(k),Lbut not lessosses (from col .

th an

-j)or

a

b

c

de 284 870.

2 Capital gain net income or (net capital loss)If gain, also enter in Part I, line 7If (loss), enter -0- in Part I, line 7 2 284 , 870.

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).If loss enter -0- in Part I line 8 3 N /A

1;,Par^t V1 Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.) - - - - - -

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes ® No

If "Yes," the foundation does not qualify under section 4940 ( e). Do not complete this part.1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

Base period yearsCalendar year ( or tax year beginning in ) (b)qualifying distributions (c)Net value of noncharitable-use assets

Distribution ratio(col. (b) divided by col. (c))

2008 6 , 119 , 982. 3 , 185 , 032. 1.9214822007 7 , 791 , 163. 4 , 988 , 443. 1.5618432006 8 , 096 , 209. 4 , 446 , 505. 1.8208032005 10 467 589. 5 , 561 , 164. 1.8822662004 10 186 235. 8 , 684 , 706. 1.172893

2 Total of line 1, column (d) 2 8.359287

3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5,

the foundation has been in existence if less than 5 years

or by the number of yea rs

3 1.671857

4 Enter the net value of noncharitable-use assets for 2009 from Part X, line 5 4 8 254 , 841.

5 Multiply line 4 by line 3 5 13 , 800 , 914.

6 Enter 1% of net investment income (1% of Part I, line 27b) 6 4 , 259.

7 Add lines 5 and 6 7 13 , 805 , 173.

8 Enter qualifying distributions from Part XII, line 4 8 7 , 928 , 419.If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate.See the Part VI instructions.

923521 02-02-10 Form 990-PF (2009)3


Form 990-PF (2009) SC JOHNSON FUND , INC. 39-6052089 Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940 (b), 4940 (e), or 4948 - see instructions)

la Exempt operating foundations described in section 4940(d)(2), check here ►0 and enter "N/A" on line 1.

Date of ruling or determination letter : (attach copy of letter if necessary -see instructions ) _i

b Domestic foundations that meet the section 4940(e) requirements in Part V, check here ►0 and enter 1% 1 8 , 518.

of Part I, line 27b

c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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-) 2 0

3 Add lines 1 and 2 3 8 518

4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0

5 Tax based on investment income . Subtract line 4 from line 3. If zero or less, enter -0- 5 8 518

6 Credits/Payments:

a 2009 estimated tax payments and 2008 overpayment credited to 2009 6a 3 , 626. -

b Exempt foreign organizations - tax withheld at source 6b

c Tax paid with application for extension of time to file (Form 8868) 6c 4 ,

d Backup withholding erroneously withheld 6d

7 Total credits and payments. Add lines 6a through 6d 7 3 , 626.

8 Enter any penalty for underpayment of estimated tax. Check here = if Form 2220 is attached 8

9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed ► 9 4 892

10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ► 10

11 Enter the amount of line 10 to be: Credited to 2010 estimated tax Refunded Do, 11Part VII-A= Statements Regarding Activities

la During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in Yes No

any political campaign? la X

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? lb X

If the answer is "Yes" to 1 a or 1 b, 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's 1c X

d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. ► $ 0. (2) On foundation managers. ► $ 0.

e Enter the reimb ursement if an_ ( y) paid by the foundation during the year for political expenditure tax imposed on foundation

managers. ► $ 0. -}^

2 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 X

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 Y °' Y

bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes 3 X

4a Did the foundation have unrelated business gross income of $1,000 or more during the year? 4a X

b If 'Yes; has it filed a tax return on Form 990-T for this year? N/A 4b

5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X

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: 3b'. tl

• By language in the governing instrument, or

• By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law ^X A

remain in the governing instrument? 6 X

7 Did the foundation have at least $5,000 in assets at any time during the year? 7 X

If "Yes," complete Part II, col. (c), and Part XV.

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) u:Y..•_ j

of each state as required by General Instruction G9 If "No," attach explanation 8b X

9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(l)(3) or 4942(j)(5) for calendar , !^rc

year 2009 or the taxable year beginning in 2009 (see instructions for Part XIV)' If 'Yes," complete Part XIV 9 X

10 Did any Persons become substantial contributors during the tax year' if "Yes." attach a schedule listina their names and addresses 10 X

Form 990-PF (2009)

92353102-02-10


Form 990-PF (2009)

Part VII -A Statements Regarding Activities (continued)

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)2 If 'Yes,' attach schedule (see instructions) 11 X

12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract before

August 17, 20089 12 X

13 Did the foundation comply with the public inspection requirements for its annual returns and exemption applications 13 X

Website address ► N/A14 The books are m care of ► KELLY M. S EMRAU Telephone no. ► 2 6 2 - 2 6 0 - 2119

Locatedat " 1525 HOWE STREET, RACINE , WI ZIP+4 '5340315 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ►Q

and enter the amount of tax-exem p t interest received or accrued durin g the year 10-1 15 N /APart VII -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

la 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' Yes ® No

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? Yes ®No

(3) Furnish goods , services, or facilities to ( or accept them from) a disqualified person2 ® Yes = No

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ® Yes 0 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 )2 Yes ® No

(6) Agree to pay money or propertyto 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 .) Yes ® No

b If any answer is 'Yes' to la(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 page 20 of the instructions)? 1b X

Organizations relying on a current notice regarding disaster assistance check here ►0c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected

before the first day of the tax year beginning in 2009? 1c X

2 Taxes on failure to distribute income ( section 4942) ( does not apply for years th e foundation was a p rivate operating foundation

defined in section 4942 (j)(3) or 4942(1)(5)): <•.T4 ,

a At the end of tax year 2009 , did the foundation have any undistributed income ( lines 6d and 6e, Part XIII ) for tax year(s) beginning

before 20097 Yes ® No = ,

If "Yes," list the years ► r

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 .) N/A 2bc If the provisions of section 4942 ( a)(2) are being applied to any of the years listed in 2a, list the years here. -

111110.3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at anytime

during the year? 0 Yes ® No

b If 'Yes, did it have excess business holdings in 2009 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 Schedule C,

Form 4720, to determine if the foundation had excess business holdings in 2009) N/A 3b

4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a X

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 20092 4b X

Form 990-PF (2009)

92354102-02-10


Form X90 -PF 2009 SC JOHNSON FUND , INC . 39-6052089 Part VII - 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:

(1) Carry on propaganda or otherwise attempt to influence legislation ( section 4945(e))? El Yes ® No,

(2) Influence the outcome of any specific public election (see section 4955 ); or to carry on, directly or indirectly,

any voter registration drive ? El Yes ® No

(3) Provide a grant to an individual for travel , study , or other similar purposes? El Yes ® No

(4) Provide a grant to an organization other than a charitable, etc., organization described in section

509(a )( 1), (2), or (3 ), or section 4940(d)(2)7 0 Yes ® No

(5) Provide for any purpose other than religious , charitable , scientific, literary , or educational purposes , or for

the prevention of cruelty to children or animals? 0 Yes ® 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 )? N/A 5bOrganizations relying on a current notice regarding disaster assistance check here ►0

c 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? N/A 0 Yes L No

If "Yes,' attach the statement required by Regulations section 53.4945-5(d).

6a Did the foundation , during the year , receive any funds, directly or indirectly , to pay premiums on

a personal benefit contract? 0 Yes ® No

b Did the foundation , during the year , pay premiums , directly or indirectly , on a personal benefit contract? 6b X

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? 0 Yes ® No

b If yes , did the foundation receive an y p roceeds or have an y net income attributable to the transaction? N /A 7b

Part VIII Information About Officers , Directors , Trustees , Foundation Managers, Highlya Paid Employees , and Contractors

1 List all officers . directors . trustees . foundation managers and their compensation.

(a) Name and address(b) Title, and average

hours p er week devotedto position

(c) Compensation(If not paid ,enter -0

(d)Contnbubonstoemployee benefit plans

and deferredcompensation

(e) Expenseaccoun t, otherallowances

SEE STATEMENT 7 0. 0. 0.

z Gomoensatton of live htahest-paid emolovees (other than those included on line 1). If none. enter "NONE."

(a) Name and address of each employee paid more than $50,000(b) Title, and average

hours per weekdevoted to position

(c) Compensation(d) Contnbubons to

nd deferred tansemp aoyee benefit

compensation

(e) Ex penseaccount, otherallowances

NONE

Total number of other employees paid over $50,000 ► 1 0Form 990-PF (2009)

92355102-02-10


Form 990-PF (2009) SC JOHNSON FUND, INC. 39-6052089

PartVlllq, Information About Officers , Directors , Trustees , Foundation Managers, HighlyPaid Employees , and Contractors (continued)

3 Five highest-paid independent contractors for professional services. If none, enter "NONE."

(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation

NONE

Total number of others receivin g over $50 ,000 for p rofessional services ► 0Pait _1X;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 thenumber of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses

1 N/A

2

3

4

I PaliEB Summary of Program-Related InvestmentsDescribe the two largest program - related investments made by the foundation during the tax year on lines 1 and 2 . Amount

1 N/A

2

All other program -related investments . See instructions.

3

Total . Add lines 1 through 3 ► 0.

Form 990-PF (2009)

82358102-02-10


+ Form 990-PF (2009) SC JOHNSON FUND, INC. 3 9 - 6 0 5 2 0 8 9

Part X^ 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 la 7 , 321 , 345.b Average of monthly cash balances lb 1 , 059 , 204.c Fair market value of all other assets 1c

d Total (add lines 1a, b, and c) 1d 8 , 380 , 549.e Reduction claimed for blockage or other factors reported on lines la and

1c (attach detailed explanation) le 0.

2 Acquisition indebtedness applicable to line 1 assets 2 0.

3 Subtract line 2 from line 1d 3 8 , 380 , 549.4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 125 , 708.5 Net value of noncharitable - use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 5 8 254 , 841.

6 Minimum investment return . Enter 5% of line 5 6 412 , 742.

Pala XlDistributable Amount (see instructions) (Section 4942(l)(3) and (j)(5) private operating foundations and certainforeign organizations check here ► J and do not complete this part)

1 Minimum investment return from Part X, line 6 1 412 , 742.

2a Tax on investment income for 2009 from Part VI, line 5 2a 8 , 518.b Income tax for 2009. (This does not include the tax from Part VI.) 2b

c Add lines 2a and 2b 2c 8 , 518 .3 Distributable amount before adjustments. Subtract line 2c from line 1 3 404 , 224 .4 Recoveries of amounts treated as qualifying distributions 4 0 .

5 Add lines 3 and 4 5 404 , 224.6 Deduction from distributable amount (see instructions) 6 0 .

7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII. line 1 7 4 0 4 , 2 2 4 .

^PartXll Qualifying Distributions (see instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 la 7 , 928 , 419.b Program-related investments - total from Part IX-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

4 Qualifying distributions . Add lines la through 3b. Enter here and on Part V, line 8, and Part XIII, line 4 4 7 , 928 , 419.5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b 5 0.

6 Adjusted qualifying distributions . Subtract line 5 from line 4 6 7 , 928 , 419.Note The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section

4940(e) reduction of tax in those years.

Form 990-PF (2009)

92357102-02-10


Form 990-PF (2009) SC JOHNSON FUND, INC. 39-6052089

Part XIII , Undistributed Income (see instructions)

(a) (b) (c) (d)Corpus Years prior to 2008 2008 2009

1 Distributable amount for 2009 from Part XI,

line? 404 224.2 Undistributed income, if any , as of the end of 2009

a Enter amount for 2008 only 0.

b Total for prior years:

0.3 Excess distributions ca rryover, if any, to 2009:

aFrom2004 9 758 254.bFrom 2005 10194773.c From 2006 7 , 878 , 124.dFrom2007 7 545 997 „^ ^ • ;eFrom2008 5 962 038.f Total of lines 3a through a 41 , 339 , 186. -Aik, A^, °,,

4 Qualifying distributions for 2009 from

Part XII, line 4 : ► $ 7 , 928 , 419. >. _a Applied to 2008 , but not more than line 2a 0 .

b Applied to undistributed income of prior

years ( Election required - see instructions ) 0. ^-^

c Treated as distributions out of corpus

( Election re q uired see instructions 0 . ' "

d Applied to 2009 distributable amount ^^. 404 224.

e Remaining amount distributed out of corpus 7 5 2 4 19 5 . -,` , • •` - . - W=' 35 Excess distributions carryover applied to 2009 0. 0.

(if an amount appears in column (d), the same amount

must be shown in column (a))

• y

,_ "^ o-

-•; s

-; ; z ^, '^;,;

,,

^'• ' -•

6 Enter the net total of each column as ^indicated below :

a Corpus Add lines 3f, 4c, and 4e Subtract tine 5 48 863 3 81.

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 • 'P- I Ndeficiency has been issued , or on whichthe section 4942( a) tax has been previously

41 '1assessed 0d Subtract line 6c from line 6b . Taxable °eamount - see instructions - 0

e Undistributed income for 2008. Subtract line

4a from line 2a . Taxable amount - see instr . 0

f Undistributed income for 2009 . Subtract

lines 4d and 5 from line 1 . This amount must

be distributed in 2010 0

7 Amounts treated as distributions out of

corpus to satisfy requirements imposed by

section 170(b)(1)(F) or 4942( g)(3) 0

8 Excess distributions carryover from 2004

not applied on line 5 or line 7 9 , 758 , 254.9 Excess distributions carryover to 2010 .

Subtract lines 7 and 8 from line 6a 39 , 1 0 5 , 127.10 Analysis of line 9:

a Excess from 2005 10194773. {b Excess from 2006 7 , 878 , 124. ., ^,.cExcessfrom2007 7 545 997.d Excess from 2008 5 962 , 038. - ie Excess from 2009 7 5 2 4 , 195.

Form 990-PF (2009)92358102-02-10


Form 990-PF 2009 SC JOHNSON FUND , INC . 3 9 - 6 0 5 2 0 8 9 Part XIV Private Operating Foundations (see instructions and Part VII-A, question 9) N/A1 a If the foundation has received a ruling or determination letter that it is a private operating

foundation , and the ruling is effective for 2009, enter the date of the ruling ►b Check box to indicate whether the foundation is a p rivate o p eratin g foundation described in section 0 49420)( 3 ) or 0442(j)(5)

2 a Enter the lesser of the adjusted net Tax year Prior 3 years

income from Part I or the minimum ( a) 2009 ( b) 2008 ( c) 2007 ( d) 2006 ( e) Total

investment return from Part X for

each year listed

b 85% of line 2a

c Qualifying distributions from Part XII,

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 2c3 Complete 3a, b, or c for the

alternative test relied upon:a 'Assets' alternative test - enter:

(1) Value of all assets

(2) Value of assets qualifyingunder section 4942 ( j)(3)(B)(i)

b "Endowment" alternative test - enter2/3 of minimum investment returnshown in Part X, line 6 for each yearlisted

c 'Support' alternative test - enter:

(1) Total support other than grossinvestment income ( interest,dividends, rents, payments onsecurities loans ( section512(a)(5 )), or royalties)

(2) Support from general publicand 5 or more exemptorganizations as provided insection 4942 ( I)(3)(B)(ui)

(3) Largest amount of support from

an exempt organization

( 4 ) Gross investment incomePart XV Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets

at any time during the year-see the instructions.)

1 Information Regarding Foundation Managers:

a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any taxyear (but only if they have contributed more than $5 ,000). (See section 507(d)(2).)

NONE

b List 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 orother entity ) of which the foundation has a 10% or greater interest.

NONE

2 Information Regarding Contribution , Grant, Gift, Loan , Scholarship , etc., Programs:Check here ►Q if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. Ifthe foundation makes gifts , grants, etc. (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d.

a The name , address, and telephone number of the person to whom applications should be addressed:INFORMATION ATTACHED.

b The form in which applications should be submitted and information and materials they should include:INFORMATION ATTACHED.

c Any submission deadlines:

INFORMATION ATTACHED.

d Any restrictions or limitations on awards , such as by geographical areas , charitable fields, kinds of institutions, or other factors:

INFORMATION ATTACHED.

923601 02 -02-10Form 990-PF (2009)

1013110916 768001 029 -41637 -00 2009.04020 SC JOHNSON FUND , INC. 029-4121

1 Form 990-PF 11^ Part XV ^ 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 Foundation Purpose of grant or

Name and address (home or business) any foundation manageror substantial contributor

status ofrecipient

contribution Amount

a Paid during the year

SEE STATEMENT 8

Total ► 3a 7906035.b Approved for future payment

Total SEE STATEMENT 9 ► 3b 1 6701194.923611 02-02-10 Form 990-PF (2009)


Form 990-PF (2009) SC JOHNSON FUND, INC. 3 9 - 6 0 5 2 0 8 9

Part XVI-A Analysis of Income-Producing Activities

Enter

1 Pro

a

b

c

d

e

f

9

2 Me

3 Int

my

4 Div

5 Net

a

b

6 Net

pro

7 0th

8 Gai

tha

9 Net

10 Gr

11 0th

a

b

c

d

e

12 Sub

ross amounts unless otherwise indicated Unrelate d business income Exclu ded by section 512 , 513, or 514 (e).

gram service revenue :

(a)Businesscode

(b)Amount

ExC ^-$1O"code

( d)Amount

Related or exemptfunction income

Fees and contracts from government agencies

mbership dues and assessments

rest on savings and temporary cash

estments

idends and interest from securities 14 190 , 310.rental income or ( loss) from real estate : I

Debt-financed property

Not debt-financed property

rental income or (loss) from personal

perty

er investment income

n or (loss ) from sales of assets other

n inventory 18 284 , 870.income or ( loss) from special events

ss profit or ( loss) from sales of inventory

er revenue:

total. Add columns ( b), (d), and ( e) 0. 1 475 , 180.

g

B

o

1 0.13 Total Add line 12, columns (b), (d), and (e) 13 475,180.

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes

Line No. Explain below how each activity for which income is reported in column (e) of Part XVI -A contributed importantly to the accomplishment ofy the foundation ' s exempt purposes (other than by providing funds for such purposes).

zo2-11o Form 990-PF (2009)


Form 990-PF 2009 SC JOHNSON FUND , INC. 39-6052089 Pag e 13

I Part'XV_ll Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of Yes No

the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

a Transfers from the reporting foundation to a noncharitable exempt organization of

(1) Cash la ( l ) X

(2) Other assets 1a 2 X

b Other transactions:

(1) Sales of assets to a noncharitable exempt organization _ lb ( l ) X

(2) Purchases of assets from a noncharitable exempt organization lb ( 2 ) X

(3) Rental of facilities, equipment, or other assets lb ( 3 ) X

(4) Reimbursement arrangements 1b 4 X

(5) Loans or loan guarantees lb ( l ) X

(6) Performance of services or membership or fundraising solicitations lb ( 6 )

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c X

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, ot

or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangement, sh

her assets,

ow in

(a) Name of organization ( b) Type of organization ( c) Description of relationship

N/A

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 or fiduciary) is based on all information of which preparer has any knowledge

- Ke1 l y M_ 4emrati I <Signature of officer or trustee DW

C Preparer's171 U)

signature

(L o,4) Arm ' s sameloryours CLIFTO G DERSON LLPaj dsetl.employed ), 'P 0 BOX 1347

address , andZiPcode RACINE WI 53401-1347

92382202-02-10

13110916 768001 029-41637 -00 2009.04020

2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax -exempt organizations described

In section 501 ( c) of the Code ( other than section 501(c)(3 )) or in section 5279 . . Yes No

b If "Yes ' comolete the followino schedule.

Schedule B(Form 990, 990-EZ,or 990-PF)Department of the TreasuryInternal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No 1545-0047

2009Name of the organization

Organization type (check one)

Filers of: Section:

Form 990 or 990-EZ 0 501 (c)( ) (enter number) organization

0 4947(a)(1) nonexempt chantable trust not treated as a private foundation

527 political organization

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

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

0 501(c)(3) taxable private foundation

Employer identification number

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, $5,000 or more (in money or property) from any one

____ contributor. Complete_Parts_I_and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990 -EZ that met the 33 1/3% support test of the regulations under sections

509(a)( 1) and 170 (b)(1)(A)(v), and received from any one contributor , during the year , a contribution of the greater of (1) $5 ,000 or (2) 2%

of the amount on () Form 990 , Part VIII, line 1h or (I) Form 990 - EZ, line 1 Complete Parts I and II

For a section 501(c)(7), (8), or ( 10) organization filing Form 990 or 990 - EZ that received from any one contributor, during the year,

aggregate contributions of more than $1,000 for use exclusively for religious , charitable , scientific , literary , or educational purposes, or

the prevention of cruelty to children or animals Complete Parts I, II, and III

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,

contributions for use exclusively for religious, charitable, etc , purposes, but these contributions did not aggregate to 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. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively

religious , charitable, etc., contributions of $5,000 or more during the year ► $

Caution . An organization that is not covered by the General Rule and/or the Special Rules does not 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 line 2 of its Form 990-PF, to certify

that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions Schedule B (Form 990 , 990-EZ , or 990- PF) (2009)

for Form 990, 990-EZ, or 990-PF.

923451 02-01-10


Schedule B (Form 990, 990-EZ, or

Name of organization

of I of Part

Employer identification number

art I Contributors (see instructions)

(a)

No.

(b)

Name, address , and ZIP + 4

(c)

Aggregate contributions

(d)

Type of contribution

1 JOHNSONDIVERSEY, INC. Person

8 310 16TH STREET $ 331,581.Payroll 0

Noncash El

STURTEVANT , WI 531770902(Complete Part II if there

is a noncash contribution)

(a)

No.

(b)

Name , address, and ZIP + 4

(c)


(d)


2 S.C. JOHNSON & SON Person EKI

1525 HOWE STREET $ 3,857,000.

Payroll 0Noncash 0

RACINE , WI 5 3 4 0 3

(Complete Part II if there

is a noncash contribution.)

(a)

No.

(b)

Name , address, and ZIP + 4

(c)


(d)


Person

$

Payroll Q

Noncash 0

(Complete Part II if thereis a noncash contribution )

(a)

No.

(b)


(c)


(d)


Person 0

$

Payroll 0

Noncash Q



(a)

No.

(b)

Name, address, and ZIP + 4

(c)


(d)


Person 0

$

Payroll Q

Noncash 0



(a)

No.

(b)


(c)


(d)


Person 0

$

Payroll 0

Noncash Q



923452 02-01-10 Schedule B (Form 990. 990-EZ. or 990-PF) (20091


CONTINUATION FOR 990-PF, PART IVSC'JOHNSON FUND , INC. 39-6052089 PAGE 1 OF 1Part IVY 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 acquiredD - PurchaseD - Donation

(c Date acquired(mo., day, yr.)

(d) Date sold(mo., day, yr.)

la GOLDMAN SACHS TR SHORT DUR P VARIOUS VARIOUSb PIMCO LOW DURATION FUND-INST P VARIOUS VARIOUSc VANGUARD SHORT TERM BOND INDEX P VARIOUS VARIOUSdSEI DAILY INCOME TREASURY II MM#37 P VARIOUS VARIOUSe SEI DAILY INCOME PRIME OBL #34 P VARIOUS VARIOUSf CAPITAL GAINS DIVIDENDS

h

k

m

n

0

(e) Gross sales price ( f) Depreciation allowed(or allowable )

( g) Cost or other basisplus expense of sale

( h) Gain or (loss)( e) plus ( f) minus (g)

a 1 , 299 , 000. 1 , 276 , 253. 22 , 747.b 4 , 850 , 000 . 4 , 626 , 348. 223 652.c 2 , 250 , 000. 2 , 213 , 289. 36 , 711.d 6 , 258 , 378. 6 , 258 , 378. 0.e 4 , 910 , 672. 4 , 910 , 672. 0.f 1 , 760. 1 , 760.

h

k-_

m

n

0Complete only for assets showing gain in column ( h) and owned by the foundation on 12/31/69 (I) Losses (from col. (h))

(i) F.M.V. as of 12/31/69(J) Adjusted basisas of 12/31/69

( k) Excess of col. (1)over col. (1), if any

Gains ( excess of col. (h) gain over col. (k),but not less than'-0- )

a 22 , 747.b 223 652.C 36 , 711.d 0.e 0.f 1 , 760.

h

k

m

n

0

2 Capital gain net income or net ca ital lossIf ain, also enter in Part I, line 7

9 ( P ) ^ If (lloss), enter " - 0-" in Part I , line 7 } 2 284 , 870.

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). JIf (loss), enter %02 in Part I, line 8

p

3 N /A

92359104-24-09


SC JOHNSON FUND, INC. 39-6052089

FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 1

SOURCE

JOHNSON TRUST COMPANY

CAPITAL GAINS COLUMN (A)GROSS AMOUNT DIVIDENDS AMOUNT

192,070. 1,760. 190,310.

TOTAL TO FM 990-PF, PART I, LN 4 192,070. 1,760. 190,310.

FORM 990 -PF ACCOUNTING FEES STATEMENT 2

DESCRIPTION

CLIFTON GUNDERSON LLP

TO FORM 990-PF, PG 1, LN 16B 14,585.

0.

0.

0.

0.

FORM 990-PF OTHER PROFESSIONAL FEES STATEMENT 3

(A) (B) (C) (D)EXPENSES NET INVEST- ADJUSTED -- CHARITABLE

DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES

JOHNSON TRUST INVESTMENTFEES 47,184. 47,184. 0.

TO FORM 990-PF, PG 1, LN 16C 47,184. 47,184. 0.

FORM 990-PF OTHER EXPENSES STATEMENT 4

(A) (B) (C) (D)EXPENSES NET INVEST- ADJUSTED CHARITABLE

DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES

EDUCATIONAL MATCHING GIFTSPROGRAM FEES 22,384. 0. 22,384.OTHER ADMINISTRATIVEEXPENSES 10. 10. 0.BANK FEES 2,090. 2,090. 0.

TO FORM 990-PF, PG 1, LN 23 24,484. 2,100. 22,384.

(A) (B) (C) (D)

EXPENSES NET INVEST- ADJUSTED CHARITABLEPER BOOKS MENT INCOME NET INCOME PURPOSES

14,585.

17 STATEMENT(S) 1, 2, 3, 413110916 768001 029-41637-00 2009.04020 SC JOHNSON FUND, INC. 029-4121

-SC 'ITOHNSON FUND, INC. 39-6052089

FORM 990-PF OTHER INCREASES IN NET ASSETS OR FUND BALANCES STATEMENT 5

DESCRIPTION

UNREALIZED APPRECIATION IN FMV OF INVESTMENTS

TOTAL TO FORM 990-PF, PART III, LINE 3

AMOUNT

128,159.

128,159.

FORM 990-PF OTHER INVESTMENTS STATEMENT 6

DESCRIPTIONVALUATIONMETHOD BOOK VALUE

9,068,449.

FAIR MARKETVALUE

MUTUAL FUNDS FMV

TOTAL TO FORM 990-PF, PART II, LINE 13

9,068,449.

9,068,449. 9,068,449.

FORM 990 - PF PART VIII - LIST OF OFFICERS , DIRECTORS STATEMENT 7TRUSTEES AND FOUNDATION MANAGERS

NAME AND ADDRESS

H. FISK JOHNSON1525 HOWE STREETRACINE, WI 53403

M. THERESE BODE

1525 HOWE STREETRACINE, WI 53403

JEFFREY M. WALLER1525 HOWE STREETRACINE, WI 53403

JANE M. HUTTERLY1525 HOWE STREETRACINE, WI 53403

KELLY M. SEMRAU

1525 HOWE STREET

RACINE, WI 53403

EMPLOYEETITLE_AND COMP_EN- BEN_P_LAN EXP_ENSE__

AVRG HRS/WK SATION CONTRIB ACCOUNT

CHAIRMAN, TRUSTEE

5.00 0. 0. 0.

V.P., EXEC. DIR., TREAS.

10.00 0. 0. 0.

VICE PRESIDENT, SECRETARY5.00 0. 0. 0.

VICE-CHAIRMAN, PRESIDENT5.00 0. 0. 0.

EXECUTIVE VICE PRESIDENT10.00 0. 0. 0.

TOTALS INCLUDED ON 990-PF, PAGE 6, PART VIII 0. 0. 0.

18 STATEMENT(S) 5, 6, 713110916 768001 029-41637-00 2009.04020 SC JOHNSON FUND, INC. 029-4121

-SC ',70HNSON FUND, INC. 39 -6052089

FORM 990-PF GRANTS AND CONTRIBUTIONS STATEMENT 8PAID DURING THE YEAR

RECIPIENT RELATIONSHIP RECIPIENTRECIPIENT NAME AND ADDRESS AND PURPOSE OF GRANT STATUS AMOUNT

ALLIANCE FOR THE GREAT LAKES N/A PUBLIC 12,500.17 NORTH STATE STREET, SUITE EDUCATING YOUTH CHARITY1390 CHICAGO, IL 60602

CATHERINE MARIAN HOUSING, INC. N/A PUBLIC 1,000.806 WISCONSIN AVENUE RACINE, WI IN RECOGNITION OF CHARITY53403 COMMITTEE MEMBERS'

SERVICE

CONSERVATION INTERNATIONAL N/A PUBLIC 300,000.2011 CRYSTAL DRIVE, SUITE 500 UNRESTRICTED SUPPORT CHARITYARLINGTON, VA 22202

DOWNTOWN RACINE CORPORATION N/A PUBLIC 20,814.425 MAIN STREET RACINE, WI DOWNTOWN REFINEMENT CHARITY53403 PLAN

_ EAA_RACINE CHAPTER 838 _N/A_ PUBLIC -6-,-000-.-3333 NORTH GREEN BAY ROAD HANGAR ADDITION CHARITYRACINE, WI 53404 EXPENSES FOR S-38

EDUCATION RACINE, INC N/A PUBLIC 10,000.300 FIFTH STREET RACINE, WI YOUNG PROFESSIONALS CHARITY53403 PROGRAMMING

HEALTH CARE NETWORK N/A PUBLIC 55,220.904 STATE STREET RACINE, WI "CONTINUING TO CARE" CHARITY53403 ENDOWMENT CAMPAIGN

HUMAN CAPITAL DEVELOPMENT N/A PUBLIC 41,500.CORPORATION OPERATING EXPENSES OF CHARITY1437 MARQUETTE STREET RACINE, THE FIRST CHOICEWI 53404 PRE-APPRENTIC

19 STATEMENT(S) 813110916 768001 029-41637-00 2009.04020 SC JOHNSON FUND, INC. 029-4121

•SC'IIOHNSON FUND, INC.

INTERNATIONAL CRANE FOUNDATION N/AE11376 SHADY LANE ROAD BARABOO, WHOOPING CRANEWI 53913 RECOVERY PROJECT

JUNIOR ACHIEVEMENT INC.6924 N. PORT WASHINGTON ROAD

MILWAUKEE, WI 53217

MILWAUKEE ECONOMIC DEVELOPMENT

CORPORATION

756 N. MILWAUKEE STREET, SUITE400 MILWAUKEE, WI 53202

NEXT GENERATION NOW, INC

1220 MOUND AVENUE RACINE, WI53404

N/A

SUPPORT THE

IMPLEMENTATION OF THE

RACINE JA ECONOMIC

EDUCATION PROGRAM

N/A

SUPPORT MILWAUKEE 7INITATIVE

N/AIN RECOGNITION OF

TRUSTEE SERVICE

NORFOLK ACADEMY N/A1585 WESLEYAN DRIVE NORFOLK, VA EXPANSION OF ACADEMIC23502 BUILDINGS & REFECTORY

OIC OF RACINE COUNTY, INC

1020 WASHINGTON AVENUE RACINE,WI 53403

RACINE ART MUSEUM441 MAIN STREET RACINE, WI53401

N/ASUPPORT OF THE UPWARDBOUD PROGRAM

N/ASUPPORT OF BUILDINGENDOWMENT FUND

RACINE CHARTER ONE, INC

1220 MOUND AVENUE RACINE, WI53404

RACINE CHARTER ONE, INC1220 MOUND AVENUE RACINE, WI53404


N/ASTART-UP COSTS

N/ASTART-UP COSTS

N/ASTART-UP COSTS

PUBLICCHARITY

PUBLIC

CHARITY

PUBLIC

CHARITY

PUBLIC

CHARITY

PUBLICCHARITY

PUBLICCHARITY

39-6052089

10,000.

22,500.

40,000.

1,000.

250,000.

60,000.

PUBLIC 500,000.

CHARITY

PUBLIC 850,000.CHARITY

PUBLIC 18,327.

CHARITY

PUBLIC 12,366.

CHARITY


SC'ZtOHNSON FUND, INC. 39-6052089

RACINE CHARTER ONE, INC N/A PUBLIC 33,332.1220 MOUND AVENUE RACINE, WI START-UP COSTS CHARITY53404,

RACINE CHARTER ONE, INC N/A PUBLIC 6,785.1220 MOUND AVENUE RACINE, WI START-UP COSTS CHARITY53404

RACINE UNITED ARTS FUND, INC. N/A PUBLIC 1,000.PO BOX 173 RACINE, WI 53401 IN RECOGNITION OF CHARITY

TRUSTEE SERVICE

RACINE VOCATIONAL MINISTRY N/A PUBLIC 30,000.214 SEVENTH STREET RACINE, WI EMPLOYMENT AND LIFE CHARITY53403 SKILLS TRAINING AND

EMPLOYMENT COUNSELING

SCHOLARSHIP AMERICA N/A PUBLIC 131,600.1505 RIVERVIEW ROAD ST PETER, SONS & DAUGHTERS CHARITYMN 56082 SCHOLARSHIP AWARDS

SCHOLARSHIP AMERICA N/A PUBLIC 12,600.1505 RIVERVIEW ROAD ST PETER, SONS & DAUGHTERS CHARITYMN 56082 SCHOLARSHIP PROGRAM

MANAGEMENT FEES


SCHOLARSHIP AMERICA N/A PUBLIC 142,500.1505 RIVERVIEW ROAD ST PETER, YOUNG LEADERS CHARITYMN 56082 SCHOLARSHIPS

SCHOLARSHIP AMERICA N/A PUBLIC 2,280.1505 RIVERVIEW ROAD ST PETER, MANAGEMENT FEE FOR CHARITYMN 56082 YOUNG LEADERS

SCHOLARSHIP PROGRAM

THE ARC OF RACINE COUNTY INC. N/A PUBLIC 6,000.1220 MOUND AVENUE, SUITE 319 IMPROVING EDUCATIONAL CHARITYRACINE, WI 53404 OUTCOMES FOR CHILDREN

RECEIVIN


•SC ',70HNSON FUND, INC.

VOLUNTEER CENTER OF RACINE6216 WASHINGTON AVENUE, SUITE GRACINE, WI 53406

YMCA OF RACINE, INC725 LAKE AVENUE RACINE, WI53403

N/A

SUPPORT YOUTH AND

RETIRED SENIOR

VOLUNTEER PROGRAMS

N/A

NEEDS OF DOWNTOWNPROPERTY

PUBLIC

CHARITY

PUBLIC

CHARITY

WISCONSIN FOUNDATION FOR

INDEPENDENT COLLEGES

4425 NORTH PORT WASHINGTON ROAD,SUITE 402 MILWAUKEE, WI 53212

FOCUS ON COMMUNITY1220 MOUND AVENUE RACINE, WI53404

FOCUS ON COMMUNITY1220 MOUND AVENUE RACINE, WI53404

JANE CREMER FOUNDATION, INC.1127 N. SUNNYSLOPE DRIVE, SUITE204 RACINE, WI 53406

N/A

COLLEGE READINESS

PROGRAM

N/A

FOR SUPPORT OF THE

TEEN PEER PROGRAM

N/A

IMPLEMENTATION OFSEARCH INSTITUTE'S

PROFILES OF STUDENT

LIFE"

N/A

SUPPORT OF CANCER

AWARENESS

KOOS FOR KIDS N/A5818 FINCH LANE RACINE, WI IN RECOGNITION OF53402 COMMITTEE MEMBER'S

SERVICE

PROFESSIONAL WOMEN'S NETWORK FOR N/ASERVICE IN RECOGNITION OF1325 16TH STREET RACINE, WI COMMITTEE MEMBER'S53403 SERVICE

RACINE CHRISTIAN SCHOOL N/A912 VIRGINIA STREET RACINE, WI IN RECOGNITION OF53405 CHAIRPERSON'S SERVICE

PUBLIC

CHARITY

PUBLIC

CHARITY

PUBLIC

CHARITY

PUBLIC

CHARITY

PUBLIC

CHARITY

PUBLIC

CHARITY

PUBLICCHARITY

RACINE LUTHERAN HIGH SCHOOL N/A PUBLIC251 LUEDTKE AVENUE RACINE, WI SUPPORT OF THE FRIEND CHARITY53405 IN FAITH CAPITAL

CAMPAIGN TO FUNDEDUCATION

39-6052089

15,000.

15,000.

15,000.

12,500.

21,500.

5,000.

500.

500.

1,000.

50,000.


SC'37OHNSON FUND, INC. 39-6052089

SAINT PATRICK PARISH N/A PUBLIC 25,000.1100 ERIE STREET RACINE, WI START-UP COSTS CHARITY53402.



SCHOLARSHIP AMERICA N/A PUBLIC 142,500.

1505 RIVERVIEW ROAD ST PETER, YOUNG LEADERS CHARITYMN 56082 SCHOLARSHIPS

SCHOLARSHIP AMERICA N/A PUBLIC 4,740.

1505 RIVERVIEW ROAD ST PETER, MANAGEMENT FEE FOR CHARITY

MN 56082 YOUNG LEADERS

SCHOLARSHIP PROGRAM

UNIVERSITY OF WISCONSIN PARKSIDE N/A PUBLIC 1,000.900 WOOD ROAD KENOSHA, WI 53141 IN RECOGNITION OF CHARITY

TRUSTEE SERVICE

COPS 'N KIDS READING CENTER, INC N/A PUBLIC 167.

800 VILLA STREET RACINE, WI IN RECOGNITION OF CHARITY

53403 COMMITTEE MEMBER'S

SERVICE

H.O.P.E. SAFEHOUSE N/A PUBLIC 166.1911 TAYLOR AVENUE RACINE, WI IN RECOGNITION OF CHARITY53403 COMMITTEE MEMBER'S

SERVICE

HEALTH CARE NETWORK N/A PUBLIC 167.

904 STATE STREET RACINE, WI IN RECOGNITION OF CHARITY

53403 COMMITTEE MEMBER'S

SERVICE

HOMELESS ASSISTANCE LEADERSHIP N/A PUBLIC 1,250.ORGANIZATION IN RECOGNITION OF CHARITY2000 DEKOVEN AVENUE, UNIT 1 COMMITTEE MEMBER'SRACINE, WI 53403 SERVICE


'SC'1rOHNSON FUND, INC. 39-6052089

LAKESIDE CURATIVE SERVICES N/A PUBLIC 500.2503 LINCOLNWOOD COURT RACINE, IN RECOGNITION OF CHARITYWI 53403 COMMITTEE MEMBER'S

SERVICE

RACINE ART MUSEUM N/A PUBLIC 500.441 MAIN STREET RACINE, WI IN RECOGNITION OF CHARITY53401 COMMITTEE MEMBER'S

SERVICE

RACINE HERITAGE MUSEUM N/A PUBLIC 71,000.701 SOUTH MAIN STREET RACINE, MUSEUM EXHIBITS AND CHARITYWI 53403 EDUCATIONAL

PROGRAMMING

RACINE INTERFAITH COALITION N/A PUBLIC 250.2302A DEKOVEN AVENUE RACINE, WI IN RECOGNITION OF CHARITY53403 COMMITTEE MEMBER'S

SERVICE

AMERICAN RED CROSS N/A PUBLIC 20,000.4521 TAYLOR AVENUE RACINE, WI HAITI DISASTER RELIEF CHARITY53405

BIG BROTHERS BIG SISTERS OF N/A PUBLIC 500.RACINE AND KENOSHA IN RECOGNITION OF CHARITY2302 DEKOVEN AVENUE RACINE, WI COMMITTEE MEMBER'S53403 SERVICE

CATHERINE MARIAN HOUSING, INC. N/A PUBLIC 500.806 WISCONSIN AVENUE RACINE, WI IN RECOGNITION OF CHARITY53403 COMMITTEE MEMBER'S

SERVICE

FRANK LLOYD WRIGHT FOUNDATION N/A PUBLIC 50,000.PO BOX 4430 SCOTTSDALE, AZ FOR SUPPORT OF ITS CHARITY85261 ARCHIVES

JOHN PAUL II ACADEMY N/A PUBLIC 500.2023 NORTHWESTERN AVENUE IN RECOGNITION OF CHARITYRACINE, WI 53404 COMMITTEE MEMBER'S

SERVICE

RACINE COUNTY FOOD BANK N/A PUBLIC '500.2000 DEKOVEN AVENUE RACINE, WI IN RECOGNITION OF CHARITY53403 CHAIRPERSON'S SERVICE


'SC OOHNSON FUND, INC.

REGENTS OF THE UNIVERSITY OFMICHIGAN2074 ADMINISTRATION BUILDINGANN ARBOR, MI 48109

ST CATHERINE'S HIGH SCHOOL1200 PARK AVENUE RACINE, WI53403

YMCA OF RACINE725 LAKE AVENUE RACINE, WI53403

N/A PUBLICUNRESTRICTED SUPPORT CHARITY

N/AIN RECOGNITION OFCOMMITTEE MEMBER'SSERVICE

N/AIN RECOGNITION OFCHAIRPERSON'S SERVICE

THE JOHNSON FOUNDATION N/A33 EAST FOUR MILE RD RACINE, WI53402

UNITED WAY MATCHING GIFTSRACINE, WI

EDUCATIONAL MATCHING GIFTS - SCJOHNSON & JOHNSONDIVERSEY

PRINCETON, NJ

COMMUNITY SERVICE DOLLARSPRINCETON, NJ

FRANK LLOYD WRIGHT FOUNDATIONPO BOX 4430 SCOTTSDALE, AZ85261

RACINE ARTS COUNCIL316 SIXTH STREET RACINE, WI53403

MILWAUKEE ART MUSEUM700 N ART MUSEUM DR MILWAUKEE,WI 53202

N/AMATCH OF EMPLOYEES &RETIREES

PUBLICCHARITY

PUBLIC

CHARITY

PUBLIC

CHARITY

PUBLIC

CHARITY

39-6052089

25,000.

1,000.

1,000.

3,000,000.

802,384.

N/A PUBLIC 392,087.MATCH OF DIRECTORS, CHARITYSHAREHOLDERS EMPLOYEESAND RETIREE

N/A PUBLIC -34,250.--COMMUNITY SERVICE CHARITYDOLLARS

N/A PUBLIC 50,000.FOR SUPPORT OF ITS CHARITYARCHIVES

N/A PUBLIC 10,000.SUPPORT OF THE 2010 CHARITYMAIN GALLERY PROGRAM

N/A PUBLIC 100,000.SUPPORT OF EDUCATIONAL CHARITYPROGRAMMING


'SC rOHNSON FUND, INC.

RACINE COUNTY ECONOMICDEVELOPMENT CORPORATION2320 RENAISSANCE BOULEVARDSTURTEVANT, WI 53177

39-6052089

N/A PUBLIC 60,000.STAFF SUPPORT AND CHARITYCOMPUTER SOFTWARETOWARD JOBS FOR RACINECOUNTY

AMERICAN LUNG ASSOCIATION N/A PUBLIC13100 W. LISBON ROAD, SUITE 700 ASTHMA PROGRAMMING AND CHARITYBROOKFIELD, WI 53005 OTHER LUNG HEALTH

EDUCATION

VOLUNTEER CENTER OF RACINE N/A PUBLIC6216 WASHINGTON AVENUE, SUITE G SUPPORT OF THE YOUTH CHARITYRACINE, WI 53406 AND RETIRED SENIOR

VOLUNTEER PROGRAMS

RACINE NEIGHBORHOOD WATCH, INC.800 CENTER STREET, ROOM 316RACINE, WI 53403

N/A PUBLICSUPPORT OF 2010 GROUP CHARITYWORKCAMPS

FEEDING AMERICA1700 W. FOND DU LAC AVENUEMILWAUKEE, WI 53205

ROOT-PIKE WATERSHED INITIATIVEPO BOX 044164 RACINE, WI 53404

YMCA OF RACINE725 LAKE AVENUE RACINE, WI53403

RACINE HABITAT FOR HUMANITY,INC.

1401 VILLA STREET RACINE, WI53403

EDUCATION RACINE, INC300 FIFTH STREET RACINE, WI53403

MILWAUKEE ECONOMIC DEVELOPMENTCORPORATION

756 N. MILWAUKEE STREET, SUITE400 MILWAUKEE, WI 53202

N/A PUBLICRACINE KIDS CAFE CHARITYBACKPACKS

15,000.

15,000.

19,000.

15,000.

N/A PUBLIC 18,500.SUPPORT OF ROOT RIVER CHARITYINVENTORY INITIATIVE

N/A PUBLIC 45,000.PROGRAM EXPENSES FOR CHARITY2010 YOUNG LEADERSACADEMY SUMMER SESSION

N/A PUBLIC 30,000.REHABBING HOME AT 1546 CHARITYPHILLIPS AVENUE

N/A PUBLIC 15,000.SUPPORT OPERATIONAL CHARITYBUDGET FOR LEADERSHIPRACINE

N/A PUBLIC 30,000.SUPPORT MILWAUKEE 7 CHARITYINITATIVE

TOTAL TO FORM 990-PF, PART XV, LINE 3A 7,906,035.


Sc FOHNSON FUND, INC. 39 -6052089

FORM 990-PF GRANTS AND CONTRIBUTIONS STATEMENT 9APPROVED FOR FUTURE PAYMENT

RECIPIENT RELATIONSHIP RECIPIENTRECIPIENT NAME AND ADDRESS AND PURPOSE OF GRANT STATUS AMOUNT

EAA RACINE CHAPTER 838 N/A PUBLIC 6,000.3333 NORTH GREEN BAY ROAD SUPPORT COMPLETION OF CHARITYRACINE, WI 53404 HANGAR ADDITION

NEXT GENERATION NOW, INC N/A PUBLIC 1,374,194.

1220 MOUND AVENUE RACINE, WI CONTINUED SUPPORT CHARITY53404

OIC OF RACINE COUNTY, INC N/A PUBLIC 120,000.1020 WASHINGTON AVENUE RACINE, UPWARD BOUND PROGRAM CHARITYWI 53403

YMCA OF RACINE N/A PUBLIC 370,000.725 LAKE AVENUE RACINE, WI CAPITAL CAMPAIGN AND CHARITY53403 DOWNTOWN PROPERTY

_RACINE HERITAGE MUSEUM N/A PUBLIC 229,000.701 SOUTH MAIN STREET RACINE, SUPPORT ONGOING CHARITYWI 53403 OPERATIONS

RACINE VOCATIONAL MINISTRY N/A PUBLIC 60,000.214 SEVENTH STREET RACINE, WI EMPLOYMENT AND LIFE CHARITY53403 SKILLS TRAINING AND

EMPLOYMENT COUNSELING

BOYS AND GIRLS CLUB OF KENOSHA N/A PUBLIC 50,000.3712 50TH ST KENOSHA, WI 53144 SUPPORT CAPITAL CHARITY

CAMPAIGN TO BUILD NEWFACILITY IN KENOSHA

MILWAUKEE ECONOMIC DEVELOPMENT N/A PUBLIC 120,000.CORPORATION SUPPORT MILWAUKEE 7 CHARITY756 N. MILWAUKEE STREET, SUITE INITATIVE400 MILWAUKEE, WI 53202


SC JOHNSON FUND, INC.

RACINE COUNTY ECONOMIC N/A PUBLICDEVELOPMENT CORPORATION EXPANSION OF STAFF CHARITY2320 RENAISSANCE BOULEVARD SUPPORT AND PURCHASESTURTEVANT, WI 53177 COMPUTER SOFTWARE

FAZENDA RAPOSA METROPOLITAN PARK N/A PUBLICRACINE, WI RENOVATION OF PROPERTY CHARITY

CONSERVATION INTERNATIONAL2011 CRYSTAL DRIVE, SUITE 500ARLINGTON, VA 22202

N/A PUBLICUNRESTRICTED SUPPORT CHARITY

FRANK LLOYD WRIGHT FOUNDATIONPO BOX 4430 SCOTTSDALE, AZ85261

OVER OUR HEAD PLAYERS INC.318 SIXTH STREET RACINE, WI53403

EDUCATION RACINE, INC300 FIFTH STREET RACINE, WI53403

FAMILY SERVICE OF RACINE420 7TH ST RACINE, WI 53403

N/A PUBLIC

ARCHIVES PROJECT CHARITY

N/A PUBLIC

ON-GOING PROGRAM CHARITY

SUPPORT

N/A PUBLIC

YOUNG PROFESSIONALS CHARITY

PROGRAMMING

N/A PUBLIC

SUPPORT RACINE WAYS TO CHARITYWORK PROGRAM

39-6052089

180,000.

200,000.

300,000.

50,000.

7,500.

10,000.

99,000.

UNIVERSITY OF WISCONSIN PARKSIDE N/A PUBLIC 20,000.900 WOOD ROAD KENOSHA, WI 53141 SUPPORT START-UP OF CHARITY

ROOT RIVER COUNCILCOORDINATOR POSITION

EDUCATION RACINE, INC N/A PUBLIC 30,000.300 FIFTH STREET RACINE, WI SUPPORT LEADERSHIP CHARITY53403 RACINE

VOLUNTEER CENTER OF RACINE N/A PUBLIC 15,000.6216 WASHINGTON AVENUE, SUITE G SUPPORT YOUTH AND CHARITYRACINE, WI 53406 RETIRED SENIOR

VOLUNTEER PROGRAMS


Sd JOHNSON FUND, INC.

COPS 'N KIDS READING CENTER, INC N/A PUBLIC800 VILLA STREET RACINE, WI ENDOWMENT FUNDRAISER CHARITY53403.

NORFOLK ACADEMY N/A1585 WESLEYAN DRIVE NORFOLK, VA EXPANSION OF ACADEMIC23502 BUILDINGS & REFECTORY


WISCONSIN FOUNDATION FORINDEPENDENT COLLEGES4425 NORTH PORT WASHINGTON ROAD,SUITE 402 MILWAUKEE, WI 53212

RACINE LUTHERAN HIGH SCHOOL251 LUEDTKE AVENUE RACINE, WI53405

N/A

START-UP COSTS

N/A

COLLEGE READINESSPROGRAM

N/ASUPPORT CAPITALCAMPAIGN

PUBLIC

CHARITY

PUBLIC

CHARITY

PUBLIC

CHARITY

PUBLICCHARITY

39-6052089

15,500.

250,000.

3,100,000.

15,000.

50,000.

FEEDING AMERICA N/A PUBLIC1700 W. FOND DU LAC AVENUE SUPPORT RACINE KIDS CHARITYMILWAUKEE, WI 53205 CAFE WEEKLY BACKPACK

PROGRAM

REGENTS OF THE UNIVERSITY OF N/A PUBLICMICHIGAN UNRESTRICTED SUPPORT CHARITY2074 ADMINISTRATION BUILDINGANN ARBOR, MI 48109

TOTAL TO FORM 990-PF, PART XV, LINE 3B

5,000.

25,000.

6,701,194.


change of accounting period 990-pf returnof private...

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