Education & Arts Matching Gifts Program

The Johnson Controls Foundation

Our Values

The JOHNSON CONTROLS FOUNDATION
will double employees' gifts to U.S. educational institutions and arts organizations through this matching program.

Application Form

Education & Arts Matching Gifts Program Form

Application Procedure

CONTRIBUTOR: Complete SECTION 1 of the application form; forward entire form with check or money order enclosed to recipient organization.

RECIPIENT ORGANIZATION: After review of entire form, authorized official should complete SECTION 2 and then mail entire form to:

JOHNSON CONTROLS FOUNDATION
P.O. Box 591, Milwaukee, WI 53201-0591
Phone: (414) 524-2296

Processing will be on a monthly basis. The Matching Gift Form should reach the Johnson Controls Foundation office by December 15 in order to be matched in that calendar year. Those received after December 15 will be matched in the next calendar year.

Johnson Controls employees may print the application form from a forms-capable web browser such as Netscape 3.0 or Internet Explorer 3.0. (Please DO NOT enter data on line, in your browser. Your entries WILL NOT print. At this time you can only fill out this form on paper. There is no electronic form submission feature.) Employees may also obtain printed forms or receive more information by contacting the:

Johnson Controls Foundation
Milwaukee, WI (414) 524-2296.

Guidelines

The Program

The Johnson Controls Foundation will double employees' gifts to U.S. educational institutions and U.S. arts and cultural organizations through this matching program.
All gifts are subject to the conditions of this program.

Eligible Individuals

Permanent full-time and part-time employees of Johnson Controls, Inc. and its subsidiaries, located in the United States.
Retired employees receiving a service pension from the company.
Members of the Board of Directors of Johnson Controls, Inc. and members of the Advisory Board of the Foundation.

Eligible Educational Organizations & Arts Institutions

Education:

Two-year and four-year colleges, universities, graduate schools, professional schools and technical schools that are accredited by an accrediting agency recognized by the United States Office of Education..
National or regional state associations whose primary goal is financial support of higher education within the United States, e.g., Independent College Foundations, United Negro College Fund, etc.
Alumni funds, foundations or associations connected with an eligible institution, if all such contributions are transmitted to the institution for its use for scholastic programs.
All institutions, funds, foundations or associations must be recognized by the Internal Revenue Service as tax exempt.

Arts:

Arts and cultural organizations in the United States that operate not for profit and are recognized by the Internal Revenue Service as tax-exempt institutions.
Arts and cultural organizations are broadly defined to include: arts councils; united arts funds; musical performing groups, such as symphonies and opera companies; dance companies; theaters and theater companies; art centers; libraries; historical societies; museums of art, history and science; planetariums; public TV and radio; historic preservation organizations; botanical gardens and zoos.
The organization must have trained professional direction and management and must be open to and operated for the benefit of the public.

Eligible Gifts

The Johnson Controls Foundation will match (one for one) personal contributions in the name of the employee at a minimum of $50 and a maximum of $5,000 per individual, per organization, per year.
The maximum aggregate contribution to any single institution is $20,000 for any calendar year.
The maximum amount matched per year per individual is $25,000.
Pledges will not be matched until they are paid. Installment payments will be matched as separate contributions.
Gifts must be personal contributions made directly to an approved institution in cash or securities having a quoted market value (in the form of a personal check, signed by the employee, money order or immediately marketable securities). The basis for matching gifts of securities is the average market price on the exact date of the gift.

Ineligible Gifts

Gifts to elementary and secondary schools, public or private, or to preparatory schools.
Dues or gifts to alumni groups which are not distributed to the affiliated educational institution.
Gifts for non-scholastic programs, such as athletics, stadium construction, athletic booster clubs and athletic scholarship programs.
Tuition fees, benefits, dues, advertisements, subscription fees, dinners, or any similar type payments.
Personal memberships or ticket purchases of any kind.
Gifts or payments to for-profit or commercial organizations.
Benefit auction purchases, including overbids.
Contributions of services, materials and art works.
Gifts to organizations whose programs are predominantly religious in nature, or which qualify for tax exemption under the blanket exemption of a "church, synagogue, or other religious organization."
The exclusion of certain types of organizations is necessary to comply with IRS regulations. This provides for efficient administration of the program and should not be interpreted as a judgment of the organization's purpose.
Gifts made by credit card.

Administrative Conditions

The interpretation, application and administration for participation shall be made by the Johnson Controls Foundation and its decisions will be final.
While the present intention is that the Education and Arts Matching Gift Program should be a permanent feature of the Johnson Controls Foundation, if circumstances require, the program may be changed, suspended or discontinued at any time.
Donors may designate their own gifts for restricted purposes; however, the Foundation's matching grants are unrestricted as to the institution's use.
No obligation is imposed upon or accepted by the Foundation by reason of the Matching Gifts to the Education Program or the Arts Program.
A contribution in any one year does not establish a precedent for future giving.
All gifts must be PAID -- not merely pledged, before a matching payment is made.