BETA

CDR JOHNSON FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CDR JOHNSON FAMILY FOUNDATION INC (EIN 83-2805192)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-01
IRS object ID
202342139349100334
Schema version
2021v4.2
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)
Return2023-08-01T17:48:36-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814234542PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BPM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 BOHANNON DRIVE SUITE 250AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940251021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832805192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CDR JOHNSON FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCDRJBusinessNameControlTxt
Phone6503122562PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 SOUTH OCEAN BOULEVARDAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES R JOHNSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6503122562PhoneNum
Signature2023-07-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastJOHNSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMARA L MCINERNEYPreparerPersonNm
PTINP00011797PTIN
Phone6508556800PhoneNum
Preparation2023-07-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,286,330FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,130,270DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,130,270DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,130,270TotalRevAndExpnssAmt
Total Net Invst Incm$1,130,270TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$36,445LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,503AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,752AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,751AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$15,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$139OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$139OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$61,587TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,752TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,890TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,402,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,392,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,464,087TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,752TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,397,390TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$333,817ExcessRevenueOverExpensesAmt
Net Investment Income$1,125,518NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$712,682CashBOYAmt
Cash EOY$1,070,866CashEOYAmt
Cash EOYFMV$1,070,866CashEOYFMVAmt
Sav And Temp Cash Invst BOY$839,457SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$150,127SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$150,127SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$700RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$700RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$700RcvblFromOfficersEOYFMVAmt
Prepaid Expenses BOY$2,671PrepaidExpensesBOYAmt
Corporate Stock BOY$26,729,555CorporateStockBOYAmt
Corporate Stock EOY$26,729,555CorporateStockEOYAmt
Corporate Stock EOYFMV$21,064,637CorporateStockEOYFMVAmt
Total Assets BOY$28,285,065TotalAssetsBOYAmt
Total Assets EOY$27,951,248TotalAssetsEOYAmt
Total Assets EOYFMV$22,286,330TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$28,285,065RetainedEarningBOYAmt
Retained Earning EOY$27,951,248RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$28,285,065TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,951,248TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,285,065TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,951,248TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,285,065TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$333,817ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$27,951,248SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,951,248TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,645InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,645SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,645TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,748EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,748TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,103OverpaymentAmt
Applied To ES Tax$4,103AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GREGORY JOHNSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6503122562PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11220 SOUTH OCEAN BOULEVARDAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
CHARLES R JOHNSON
1220 SOUTH OCEAN BOULEVARDPALM BEACHFL33480DIRECTOR, PRESIDENT1.00$0$0$0
GREGORY E JOHNSON
1220 SOUTH OCEAN BOULEVARDPALM BEACHFL33480DIRECTOR, TREASURER1.00$0$0$0
DANE E JOHNSON
1220 SOUTH OCEAN BOULEVARDPALM BEACHFL33480DIRECTOR1.00$0$0$0
REESE J JOHNSON
1220 SOUTH OCEAN BOULEVARDPALM BEACHFL33480DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$27,825,158AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,880,108AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$29,705,266TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$29,705,266AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$445,579CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,259,687NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,462,984MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,462,984MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,645TaxBasedOnInvestmentIncomeAmt
Total Tax$15,645TotalTaxAmt
Distributable Before Adj$1,447,339DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,447,339DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,447,339DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,397,390ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,397,390QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,447,339DistributableAsAdjustedAmt
Undistributed Income PY$1,350,434UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,397,390QualifyingDistributionsAmt
Applied To Year1$1,350,434AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,956AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,400,383UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADDICTION EDUCATION SOCIETY
ONE FRANKLIN PARKWAY BLDG 920 1STFLOORSAN MATEOCA94403NONEPCGENERAL SUPPORT$25,000
ALL STARS HELPING KIDS
4675 STEVENS CREEK BLVD SUITE 125SANTA CLARACA95051NONEPCGENERAL SUPPORT$25,000
ALS THERAPY DEVELOPMENT INSTITUTE
480 ARSENAL STREET SUITE 201WATERTOWNMA02472NONEPCGENERAL SUPPORT$10,000
BAY SCHOOL
35 KEYES AVENUE THE PRESIDIOSAN FRANCISCOCA94129NONEPCGENERAL SUPPORT$25,000
CAMINAR
2600 S EL CAMINO REAL SUITE 200SAN MATEOCA94403NONEPCGENERAL SUPPORT$10,000
CATHEDRAL SCHOOL FOR BOYS
1275 SACRAMENTO STREETSAN FRANCISCOCA94108NONEPCGENERAL SUPPORT$25,000
CITY YOUTH NOW
375 WOODSIDE AVENUESAN FRANCISCOCA94127NONEPCGENERAL SUPPORT$25,000
CITY YOUTH NOW
375 WOODSIDE AVENUESAN FRANCISCOCA94127NONEPCGENERAL SUPPORT$15,000
CYPRESS LAWN HERITAGE FOUNDATION
1370 EL CAMINO REALCOLMACA94014NONEPFGENERAL SUPPORT$10,000
DANA FARBER CANCER INSTITUTE
PO BOX 849168BOSTONMA022849168NONEPCPANCREATIC CANCER RESEARCH$50,000
DOCTORS WITHOUT BORDERS
PO BOX 5040HAGERSTOWNMD21741NONEPCGENERAL SUPPORT$20,000
FIRST SERVE
PO BOX 31904SANTA FENM87594NONEPCGENERAL SUPPORT$25,000
FIRST SERVE - NEW MEXICO
PO BOX 31904SANTA FENM87594NONEPCGENERAL SUPPORT$25,000
HEARTMATH INSTITUTE
14700 WEST PARK AVENUEBOULDER CREEKCA95006NONEPCGENERAL SUPPORT$10,000
JUMPSTART
308 CONGRESS STREET 6TH FLOORBOSTONMA02210NONEPCGENERAL SUPPORT$10,000
LIFE MOVES
181 CONSTITUTION DRIVEMENLO PARKCA94025NONEPCGENERAL SUPPORT$25,000
MCLEAN HOSPITAL
115 MILL STREET MAIL STOP 126BELMONTMA02478NONEPCDR. ELENA CHARTOFF AES PROJECT$35,000
MILLS MUSICAL ARTS GROUP
400 MURCHISON DRIVEMILLBRAECA94030NONEPCGENERAL SUPPORT$25,000
MONROE INSTITUTE
365 ROBERTS MOUNTAIN RDFABERVA22938NONEPCGENERAL SUPPORT$5,000
MURAL MUSIC ARTS
405 HOWARD ST UNIT 11SAN FRANCISCOCA94105NONEPCGENERAL SUPPORT$10,000
NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 1200JENKINTOWNPA19406NONEPCBEAUTIFUL BOY$10,000
NEW ENGLAND ANIMAL SANCTUARY
61 GROVEVILLE RDBUXTONME04093NONEPCGENERAL SUPPORT$10,000
NEXUS - THE GIVE BACK FUND
2208 CANYONBACK ROADLOS ANGELESCA900491179NONEPCGENERAL SUPPORT$7,500
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC200907166NONEPCGENERAL SUPPORT$10,000
QUINN COOK FOUNDATION
PO BOX 1053LANHAMMD20703NONEPCGENERAL SUPPORT$5,000
RONALD MCDONALD HOUSE CHARITIES BAY AREA
520 SAND HILL ROADPALO ALTOCA94304NONEPCGENERAL SUPPORT$20,000
SALVATION ARMY
832 FOLSOM STREET 6TH FLOORSAN FRANCISCOCA94107NONEPCGENERAL SUPPORT$10,000
SF SPCA
PO BOX 410490SAN FRANCISCOCA941410490NONEPCGENERAL SUPPORT$50,000
SILICON VALLEY DEFENSE GROUP
2309 NORIEGA ST SUITE 1007SAN FRANCISCOCA94122NONEPCGENERAL SUPPORT$100,000
STAND TOGETHER TRUST
PO BOX 45913BALTIMOREMD21297NONEPCGENERAL SUPPORT$200,000
STANFORD CANCER
PO BOX 20466STANFORDCA943090466NONEPCSTANFORD CANCER DISCOVERY FUND$100,000
SUMMER SEARCH
360 22ND STREET SUITE 305OAKLANDCA94612NONEPCGENERAL SUPPORT$25,000
THE BATTERY FOUNDATION
717 BATTERYSAN FRANCISCOCA94111NONEPCGENERAL SUPPORT$200,000
THE MILKEN INSTITUTE
1250 FOURTH STREET 2ND FLOORSANTA MONICACA90401NONEPCGENERAL SUPPORT$10,000
TRUENORTH HEALTH FOUNDATION
1551 PRACIFIC AVENUESANTA ROSACA95404NONEPCGENERAL SUPPORT$10,000
USC
PO BOX 80354LOS ANGELESCA900999314NONEPCPOSTDOCTORAL FELLOWSHIP$200,000
YALE UNIVERSITY
PO BOX 803NEW HAVENCT065030803NONEPCYALE PARENTS FUND FOR UNDERGRADUATE LIFE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,402,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,130,270ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,130,270ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,130,270TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,503Amt
Net Investment Income$4,752NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,751DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CYPRESS LAWN HERITAGE FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11370 EL CAMINO REALAddressLine1Txt
CityCOLMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94014ZIPCd
FieldValueIRS element (for citing)
Grant2021-12-10GrantDt
Grant$10,000GrantAmt
Purpose Of GrantCYPRESS LAWN HERITAGE FOUNDATION HISTORICAL TROLLEY TOUR AND EDUCATIONAL PROGRAM EXPENSESPurposeOfGrantTxt
Expended By Grantee$10,000ExpendedByGranteeAmt
Dates Of Reports By Grantee3/17/2023DatesOfReportsByGranteeTxt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationATTORNEY GENERAL OF DELAWARE DOES NOT REQUIRE A COPY OF 990-PF.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFRANKLIN RESOURCES, INC.StockNm
EOY Book Value$26,729,555EOYBookValueAmt
EOYFMV$21,064,637EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$36,445LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BUSINESS REGISTRATION FEES$125$0$125
BANK FEE$14$0$14

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$15,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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