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← S C JOHNSON & SON INC RETIREE MEDICAL BENEFITS TR

Form 990 for tax year 2022

Filed by S C JOHNSON & SON INC RETIREE MEDICAL BENEFITS TR.

Totals

Total revenue
$15,315,883
Total expenses
$24,916,828
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$15,315,883
Other revenue
$0
Total assets, end of year
$288,226,435
Total liabilities, end of year
$29,351,668
Net assets or fund balances, end of year
$258,874,767
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $5,076,882 · unrelated business $2,827,702 · excluded $2,249,180

  • 7a · Gross sales of assets other than inventory

    securities $78,847,276

  • 7b · Less cost or other basis and sales expenses

    securities $68,608,275

  • 7c · Gain or loss

    securities $10,239,001

  • 7d · Net gain or loss

    total $10,239,001 · unrelated business $10,239,001

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $20,972,638

  • 11c · Fees: accounting

    total $26,050

  • 11f · Fees: investment management

    total $526,517

  • 24a · Other expenses: INCOME TAX EXPENSE

    total $3,391,623

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $37,236,480 · end of year $37,468,034

  • 4 · Accounts receivable

    beginning of year $1,557,660 · end of year $2,654,942

  • 11 · Investments: publicly traded securities

    beginning of year $194,112,126 · end of year $140,072,651

  • 12 · Investments: other securities

    beginning of year $123,101,608 · end of year $108,030,808

  • 25 · Other liabilities

    beginning of year $42,664,656 · end of year $29,351,668

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $313,343,218 · end of year $258,874,767

Mission and programs · 2022

Mission

TO HOLD THE ASSETS OF THE S.C. JOHNSON & SON, INC. RETIREE MEDICAL BENEFIT PLAN.

  • PROVIDE FUNDS FOR RETIREE MEDICAL, HOSPITALIZATION, AND HEALTH CARE BENEFITS.

As filed on the 2022 return.

Listed in Part VII

  • Jay Gueldner

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Brian Glaser

    TRUSTEE (AS OF 10/2022)

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Joe Mead

    TRUSTEE (THROUGH 04/2022)

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Nadia Estrada

    TRUSTEE (THROUGH 10/2022)

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Thomas Howard

    TRUSTEE (AS OF 10/2022)

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • David Isaacson

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SC JOHNSON & SON INC

    C · MANUFACTURING · WI

Provenance

Return type
form_990
Tax year
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202333119349300228

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