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ROBERT & HELEN E GRANT FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROBERT & HELEN E GRANT FOUNDATION (EIN 46-3647196)
Tax period
2023-12-01 to 2024-11-30
Filed
2025-10-15
IRS object ID
202542889349100044
Schema version
2023v6.0
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)
Return2025-10-15T23:18:14-04:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT A PETTERSON CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19683 TIERRA GRANDE ST STE 101AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921266503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463647196EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & HELEN E GRANT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8586950596PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19683 TIERRA GRANDE ST STE 101AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921266503ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT A PETTERSONPersonNm
Person TitleCEO/CHAIRPersonTitleTxt
Phone8586950596PhoneNum
Signature2025-10-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A PETTERSONPreparerPersonNm
PTINP01295415PTIN
Phone8586950596PhoneNum
Preparation2025-10-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,099,064FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$731,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14,827InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,827InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$69,773DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,773DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$11,590NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$147,967GrossSalesPriceAmt
Total Rev And Expnss$804,010TotalRevAndExpnssAmt
Total Net Invst Incm$84,600TotalNetInvstIncmAmt
Taxes Rev And Expnss$1,050TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$3,493OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,543TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$130,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$130,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$134,543TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$130,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$669,467ExcessRevenueOverExpensesAmt
Net Investment Income$84,600NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,895SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,158SavAndTempCashInvstEOYAmt
Corporate Stock BOY$633,114CorporateStockBOYAmt
Corporate Stock EOY$798,423CorporateStockEOYAmt
Corporate Stock EOYFMV$1,015,707CorporateStockEOYFMVAmt
Corporate Bonds BOY$488,805CorporateBondsBOYAmt
Corporate Bonds EOY$944,700CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,083,357CorporateBondsEOYFMVAmt
Total Assets BOY$1,135,814TotalAssetsBOYAmt
Total Assets EOY$1,805,281TotalAssetsEOYAmt
Total Assets EOYFMV$2,099,064TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,135,814NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,805,281NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,135,814TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,805,281TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,135,814TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,805,281TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,135,814TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$669,467ExcessRevenueOverExpensesAmt
Subtotal$1,805,281SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,805,281TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,176InvestmentIncomeExciseTaxAmt
Subtotal$1,176SubtotalAmt
Tax Based On Investment Income$1,176TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,109EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,109TotalPaymentsAndCreditsAmt
Tax Due$67TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
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 AddressNAWebsiteAddressTxt
Individual With BooksROBERT PETTERSONIndividualWithBooksNm
Phone8586950596PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19683 TIERRA GRANDE STAddressLine1Txt
Address Line2SUITE 101AddressLine2Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92126ZIPCd
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 PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT A PETTERSON
9683 TIERRA GRANDE ST STE 101SAN DIEGOCA92126CEO/CHAIR1.75$0$0$0
GAIL J PETTERSON
9683 TIERRA GRANDE ST STE 101SAN DIEGOCA92126SECRETARY/TR0.25$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$2,052,555AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$92,817AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,145,372TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,145,372AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,181CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,113,191NetVlNoncharitableAssetsAmt
Minimum Investment Return$105,660MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$105,660MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,176TaxBasedOnInvestmentIncomeAmt
Total Tax$1,176TotalTaxAmt
Distributable Before Adj$104,484DistributableBeforeAdjAmt
Distributable Before Ded$104,484DistributableBeforeDedAmt
Distributable As Adjusted$104,484DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$130,000ExpensesAndContributionsAmt
Qualifying Distributions$130,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$104,484DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$37,311ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,551ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$23,628ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$35,539ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$55,381ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$183,410TotalExcessDistributionCyovAmt
Qualifying Distributions$130,000QualifyingDistributionsAmt
Applied To Current Year$104,484AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,516RemainingDistriFromCorpusAmt
Total Corpus$208,926TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$37,311ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$171,615ExcessDistriCyovToNextYrAmt
Excess From Year4$31,551ExcessFromYear4Amt
Excess From Year3$23,628ExcessFromYear3Amt
Excess From Year2$35,539ExcessFromYear2Amt
Excess From Year1$55,381ExcessFromYear1Amt
Excess From Current Year$25,516ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PROMISES2KIDS
9400 RUFFIN COURT SUITE ASAN DIEGOCA92123NONECAMP CONNECT FUNDING$90,000
SAN DIEGO NATURAL HISTORY MUSEUM
PO BOX 121390SAN DIEGOCA921121390NONESDNAT SUMMER CAMP SCHOLARSHIPS$20,000
SAN DIEGO YMCA
3708 RUFFIN ROADSAN DIEGOCA92123NONECAMP MARSTON SCHOLARSHIPS$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$130,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,827ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,773ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$11,590RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$84,600ExclusionAmt
Related Or Exempt Function Incm-$11,590RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$73,010TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGRANT REV DEC OF TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19683 TIERRA GRANDE ST STE 101AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92126ZIPCd
FieldValueIRS element (for citing)
Total Contributions$731,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
PUBLICLY TRADED -STPURCHASE$1,000$1,100-$100
PUBLICLY TRADE - LTPURCHASE$146,967$158,457-$11,490

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUBS FINANCIAL SERVICES ACCOUNTSBondNm
EOY Book Value$944,700EOYBookValueAmt
EOYFMV$1,083,357EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBS FINANCIAL SERVICES ACCOUNTSStockNm
EOY Book Value$798,423EOYBookValueAmt
EOYFMV$1,015,707EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$60
INVESTMENT ACCT FEES$175
INVESTMENT MANAGEMENT FEES$3,221
ROUNDING$37

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmt
CALIFORNIA FILING FEE$15
CHARITABLE TRUST FILING FEE$50
FOREIGN INCOME TAX WITHHELD OF D$85
FEDERAL TAX PAYMENTS$900

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