Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE CREAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)27052 Falling Leaf Dr
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Laguna Hills, CA92653
A Employer identification number

95-3676334
B Telephone number (see instructions)

(949) 642-3050
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$63,693,753J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5,062 5,062 5,062
4 Dividends and interest from securities... 1,707,117 1,707,117 1,707,117
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 618,075
b Gross sales price for all assets on line 6a 15,927,020
7 Capital gain net income (from Part IV, line 2)... 618,075
8 Net short-term capital gain......... 29,370
9 Income modifications...........  
10a Gross sales less returns and allowances 34,668
b Less: Cost of goods sold.... 12,841
c Gross profit or (loss) (attach schedule)..... Click to see attachment
List of Attached Documents:
// Content
21,827 21,827
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,352,081 2,330,254 1,763,376
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 459,604 459,604    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,735 23,735    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
72,837 72,837    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
560    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 1,004 1,004    
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
288,117 280,957 7,160  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 845,857 838,137 7,160 0
25 Contributions, gifts, grants paid....... 3,076,940 3,076,940
26 Total expenses and disbursements. Add lines 24 and 25 3,922,797 838,137 7,160 3,076,940
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,570,716
b Net investment income (if negative, enter -0-) 1,492,117
c Adjusted net income (if negative, enter -0-)... 1,756,216
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,270,430 3,684,237 3,684,237
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use.............. 11,798 53,970 146,037
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 25,276,243 21,574,977 25,515,542
c Investments—corporate bonds (attach schedule)....... 2,067,969 2,057,941 1,971,692
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 32,459,053 30,029,127 32,376,245
14 Land, buildings, and equipment: basis right arrow4,481
Less: accumulated depreciation (attach schedule) right arrow4,090 951 Click to see attachment
List of Attached Documents:
// Content
391 		 
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 63,086,444 57,400,643 63,693,753
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 6,060,000 4,400,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
258 		Click to see attachment
List of Attached Documents:
// Content
320
23 Total liabilities (add lines 17 through 22)......... 6,060,258 4,400,320
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 57,026,186 53,000,323
29 Total net assets or fund balances (see instructions)..... 57,026,186 53,000,323
30 Total liabilities and net assets/fund balances (see instructions). 63,086,444 57,400,643
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
57,026,186
2
Enter amount from Part I, line 27a .....................
2
-1,570,716
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
55,455,470
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,455,147
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
53,000,323
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
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
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P 2023-02-01 2023-12-31
b Publicly Traded Securities P 2021-01-01 2023-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,572,991   5,543,621 29,370
b 10,354,029   9,765,324 588,705
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       29,370
b       588,705
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 618,075
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) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 29,370
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 20,740
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 20,740
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,740
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 72,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 72,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 51,260
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow51,260 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, 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?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
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 bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
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:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMARC S GOLDIN CFO Telephone no.right arrow (949) 642-3050

Located atright arrow27052 Falling Leaf DrLaguna HillsCA ZIP+4right arrow926536502
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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
1a
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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
No
(6) Agree to pay money or property to 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.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(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 instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
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.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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 ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EMILY CREAN VOGLER President
1.00 		0    
PO BOX 8449
NEWPORT BEACH,CA926588449
SUSAN E THOMAS Vice President
1.00 		0    
PO BOX 8449
NEWPORT BEACH,CA926588449
CONNIE COLWELL Secretary
1.00 		0    
PO BOX 8449
NEWPORT BEACH,CA926588449
MARC S GOLDIN CFO
30.00 		458,704   900
PO BOX 8449
NEWPORT BEACH,CA926588449
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). 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 receiving over $50,000 for professional services.............right arrow  
Part VIII-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 the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 DISTRIBUTION OF BOOKS ON ALCOHOLISM INTENDED TO EDUCATE AND ASSIST THE GENERAL PUBLIC CONCERNING THE DISEASE. THE TOTAL NUMBER OF BOOKS DISTRIBUTED DURING 2023 WAS 11,284. 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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...................
1a
59,619,676
b
Average of monthly cash balances.......................
1b
1,988,057
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
61,607,733
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
61,607,733
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
924,116
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
60,683,617
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,034,181
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,034,181
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
20,740
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,740
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,013,441
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,013,441
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,013,441
Part XI
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 ..........
1a
3,076,940
b
Program-related investments—total from Part VIII-B..................
1b
 
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 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,076,940
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,013,441
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 76,332
b From 2019...... 269,468
c From 2020...... 336,499
d From 2021......  
e From 2022...... 173,178
f Total of lines 3a through e ........ 855,477
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,076,940
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 3,013,441
e Remaining amount distributed out of corpus 63,499
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 918,976
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		76,332
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		842,644
10 Analysis of line 9:
a Excess from 2019.... 269,468
b Excess from 2020.... 336,499
c Excess from 2021....  
d Excess from 2022.... 173,178
e Excess from 2023.... 63,499
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 2c .... 		         
3 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 qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList 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 or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Orange County Rescue Mission


One Hope Drive
Tustin,CA92782 		N/A Public Food and shelter for the poor. 10,000
Biola University


13800 Biola Ave
La Mirada,CA90639 		N/A Public Medical services for the poor. 3,000
The Midnight Mission


601 South San Pedro St
Los Angeles,CA90014 		N/A Public Shelter for alcoholics. 20,000
American Heart Association


PO Box 6046
Irvine,CA92716 		N/A Public Medical Research. 10,000
Big BrothersBig Sisters


1801 E Edinger Ave Ste 101
Santa Ana,CA92705 		N/A Public Programs for children. 35,000
Chapman University


One University Drive
Orange,CA92866 		N/A Public Education. 15,000
Children's Bureau


1910 Magnolia Ave
Los Angeles,CA90007 		N/A Public Programs for disadvantaged children. 250,000
Children's Hospital of OC Foundatio


455 S Main St
Orange,CA92868 		N/A Public Pediatric Medical Care. 117,500
Childhelp


PO Box 2954
Newport Beach,CA92659 		N/A Public Treatment and Prevention of Child Abuse. 25,000
Crean Lutheran High School


12500 Sand Canyon Ave
Irvine,CA92618 		N/A Public Education. 40,000
Guide Dogs of America


13445 Glenoaks Blvd
Sylmar,CA91342 		N/A Public Training of dogs to assist the vision impaired. 10,000
Make-A-Wish Foundation of OC


3230 El Camino Real Ste 100
Irvine,CA92602 		N/A Public Program for terminally ill children. 7,500
MOMS Orange County


1128 W Santa Ana Blvd
Santa Ana,CA92703 		N/A Public Assistance for new parents and their babies. 5,000
Santa Catatlina Island Tuna Club Fo


PO Box 526
Avalon,CA90704 		N/A Public Maintaining the forests of Santa Catalina Island. 50,000
YMCA of Orange County


13821 Newport Ave 200
Tustin,CA92780 		N/A Public Recreation programs for the needy. 35,000
ONEOC


1901 EAST FOURTH ST 100
SANTA ANA,CA92705 		N/A PUBLIC ASSISTANCE TO CHARITABLE ORGANIZATIONS. 5,000
PHILHARMONIC SOCIETY OF OC


2082 BUSINESS CENTER DR 100
IRVINE,CA92612 		N/A PUBLIC MUSIC PROGRAMS. 25,000
ALZHEIMER'S ORANGE COUNTY


2515 McCabe Way Ste 200
Irvine,CA92614 		N/A PUBLIC PROGRAMS FOR PEOPLE WITH ALZHEIMER'S DISEASE. 100,000
BEYOND BLINDNESS


18542-B VANDERLIP AVENUE
SANTA ANA,CA92705 		N/A PUBLIC PROGRAMS FOR VISUALLY IMPAIRED CHILDREN. 10,000
FRISTERS


17815 Sky Park Circle Ste H
Irvine,CA92614 		N/A PUBLIC ASSISTANCE FOR UNHOUSED FAMILIES. 5,000
GLORIA DEI LUTHERAN CHURCH


33501 STONEHILL DR
DANA POINT,CA92629 		N/A PUBLIC RELIGIOUS PROGRAMS. 11,440
LUTHERAN CHURCH OF THE MASTER


2900 PACIFIC VIEW DR
CORONA DEL MAR,CA92625 		N/A PUBLIC RELIGIOUS PROGRAMS. 5,200
LUTHERAN CHURCH OF THE MASTER


10931 SANTA MONICA BLVD
LOS ANGELES,CA90025 		N/A PUBLIC RELIGIOUS PROGRAMS. 20,800
SAINT ANDREW'S ABBEY


PO BOX 40
VALYERMO,CA93563 		N/A PUBLIC RELIGIOUS PROGRAMS. 2,500
ARTS ORANGE COUNTY


3750 S SUSAN ST STE 200
SANTA ANA,CA92704 		N/A PUBLIC EDUCATIONAL PROGRAMS FOR CHILDREN. 15,000
BACK BAY THERAPEUTIC RIDING CLUB


20262 SW CYPRESS ST
NEWPORT BEACH,CA92660 		N/A PUBLIC PROGRAMS FOR DISABLED CHILDREN. 2,500
SECOND HARVEST FOOD BANK OF OC


8014 Marine Way
Irvine,CA92618 		N/A PUBLIC FOOD FOR THE POOR AND HOMELESS. 10,000
LOS ANGELES MISSION


303 EAST 5TH ST
LOS ANGELES,CA90013 		N/A PUBLIC FOOD AND SHELTER FOR THE HOMELESS. 5,000
HOAG HOSPITAL FOUNDATION


330 Placentia Ave Suite 100
NEWPORT BEACH,CA92663 		N/A PUBLIC Functional Medicine Program. 200,000
CYSTIC FIBROSIS FOUNDATION


1801 E Edinger Ave Ste 135
Santa Ana,CA92705 		N/A PUBLIC MEDICAL RESEARCH. 6,000
PROJECT CUDDLE INC


2973 HARBOR BLVD PMB 326
COSTA MESA,CA92626 		N/A PUBLIC ASSISTANCE TO POOR PREGNANT WOMEN WHO CANNOT KEEP THEIR BABIES. 1,000
THE ALL-AMERICAN BOYS CHORUS


PO BOX 1527
COSTA MESA,CA92628 		N/A PUBLIC MUSIC PROGRAM. 5,000
FACES


1015 E Chapman Ave Ste A
Fullerton,CA92831 		N/A Public Programs for children. 10,000
Heart of Jesus Retreat Center


2927 S Greenville St
Santa Ana,CA92704 		N/A Public Religious programs. 2,500
Youth Employment Services Inc


114 E 19th St
Costa Mesa,CA92627 		N/A Public Assistance of teenagers to obtain employment. 10,000
Child Guidance Center Inc


525 N Cabrillo Park Dr Ste 300
Santa Ana,CA92701 		N/A Public Treatment and prevention of child abuse. 5,000
Acacia Adult Day Services


11391 Acacia Parkway
Garden Grove,CA92840 		N/A Public Programs for seniors. 10,000
Friends of Santa Ana Zoo


1801 E Chestnut Ave
Santa Ana,CA92701 		N/A Public Maintenance of animal exhibits. 110,000
Goodwill of Orange County


410 N Fairview
Santa Ana,CA92703 		N/A Public Assistance for poor people. 1,000
Laura's House


999 Corporate Dr Ste 225
Ladera Ranch,CA92694 		N/A Public Shelter for abused women and children. 10,000
Richard Nixon Foundation


18001 Yorba Linda Blvd
Yorba Linda,CA92886 		N/A Public Educational programs. 5,000
Samueli Academy


1901 N Fairview St
Santa Ana,CA92706 		N/A Public Education Programs. 60,000
St Joseph's Community Health Founda


308 2nd Ave SW
Minot,ND58701 		N/A Public Bowdon, North Dakota Community Fund. 2,500
Ronald McDonald House Charities


1250 Lyman Pl
Los Angeles,CA90029 		N/A Public Camp program for children with cancer. 10,000
ANGEL FACES


770 Rancho Santa Fe Rd Ste 10
ENCINITAS,CA92024 		N/A Public Seminars to build self-esteeem for burn victims. 20,000
COURT APPOINTED SPECIAL ADVOCATES


1505 E 17th St Suite 214
Santa Ana,CA92705 		N/A Public Programs for disadvantaged youth. 2,500
NEW VISTA SCHOOL FOUNDATION


23902 Mill Creek Dr
Laguna Hills,CA92653 		N/A Public TUITION ASSISTANCE FOR LOW INCOME STUDENTS. 40,000
SUPPORT THE ENLISTED PROJECT INC


9915 Businesspark Ave Ste A
SAN DIEGO,CA92131 		N/A Public Assistance for military veterans. 10,000
THE WOODEN FLOOR


1810 N Main St
Santa Ana,CA92706 		N/A Public DANCE PROGRAMS FOR POOR CHILDREN. 5,000
SHARE OURSELVES CORPORATION


1550 Superior Ave
Costa Mesa,CA92627 		N/A Public Medical, food and clothing for poor people. 10,000
THE PRENTICE SCHOOL


18341 Lassen Dr
Santa Ana,CA92705 		N/A Public EDUCATION PROGRAMS. 15,000
THE WINSTON SCHOOL


215 9th St
Del Mar,CA92014 		N/A Public EDUCATION PROGRAMS. 10,000
MEALS ON WHEELS ORANGE COUNTY


1200 N Knollwood Circle
Anaheim,CA92801 		N/A Public Programs for seniors. 10,000
FIRST STEP HOUSE OF ORANGE COUNTY


PO BOX 1904
COSTA MESA,CA92628 		N/A Public PROGRAMS FOR ALCOHOLIC REHABILITATION. 20,000
FRIENDSHIP SHELTER INC


PO BOX 4252
LAGUNA BEACH,CA92652 		N/A Public SELF-SUFFICIENCY PROGRAMS FOR THE HOMELESS. 5,000
KIDWORKS


1902 W CHESTNUT AVE
SANTA ANA,CA92703 		N/A Public PROGRAMS FOR AT-RISK CHILDREN. 10,000
PROBATION COMMUNITY ACTION ASSOCIAT


9701 CAITHNESS DR
HUNTINGTON BEACH,CA92646 		N/A Public PROGRAM FOR AT-RISK YOUTH. 5,000
HOPE BUILDERS


801 N BROADWAY
SANTA ANA,CA92701 		N/A Public JOB TRAINING PROGRAM FOR AT-RISK YOUTH. 10,000
VCC THE GARY CENTER


1000 Vale Terrace Dr
Vista,CA92084 		N/A Public JOB TRAINING FOR AT-RISK YOUTH. 10,000
THE SHEA CENTER FOR THERAPEUTIC RID


26284 OSO RD
SAN JUAN CAPISTRANO,CA92675 		N/A Public PROGRAMS FOR DISABLED CHILDREN. 20,000
WOMEN'S TRANSITIONAL LIVING CENTER


PO BOX 6103
ORANGE,CA92863 		N/A Public PROGRAMS FOR ABUSED ADULTS AND CHILDREN. 5,000
ARMY AND NAVY ACADEMY


PO BOX 3000
CARLSBAD,CA92018 		N/A Public TUITION ASSISTANCE FOR LOW INCOME STUDENTS. 250,000
CASA TERESA


PO BOX 429
ORANGE,CA92856 		N/A Public PROVIDE SHELTER TO HOMELESS PREGNANT WOMEN. 5,000
LAGUNA BEACH SENIORS INC


380 THIRD ST
LAGUNA BEACH,CA92651 		N/A Public INCREASE OUTREACH TO SENIORS. 20,000
SEGERSTROM CENTER FOR THE ARTS


600 TOWN CENTER DR
COSTA MESA,CA92626 		N/A Public MUSIC PROGRAMS FOR CHILDREN. 10,000
WORLD FIT FOUNDATION INC


845 Stratford Knl
Encinitas,CA92024 		N/A Public FITNESS PROGRAM FOR CHILDREN. 15,000
SERVING PEOPLE IN NEED INC


151 KALMUS DR STE H-2
COSTA MESA,CA92626 		N/A Public SELF-SUFFICIENCY PROGRAMS FOR THE HOMELESS. 2,500
ART CREATIVITY FOR HEALING INC


23011 Moulton Parkway Ste I-5
Laguna Hills,CA92653 		N/A Public Programs for veterans. 1,000
UCI MIND


2646 BIOLOGICAL SCIENCES III
IRVINE,CA92697 		N/A Public MEDICAL RESEARCH. 100,000
CALIFORNIA YOUTH SERVICES


23282 MILL CREEK DR STE 130
LAGUNA HILLS,CA92653 		N/A Public SUBSTANCE ABUSE COUNSELING FOR YOUTH. 12,500
CASA DE AMMA


27231 CALLE ARROYO
SAN JUAN CAPISTRANO,CA92675 		N/A Public ASSISTANCE OF ADULTS WITH SPECIAL NEEDS. 10,000
FRISTERS


17815 Sky Park Circle Ste H
Irvine,CA92614 		N/A Public EDUCATION OF TEENS AND YOUNG PARENTS. 5,000
KOCE-TV FOUNDATION


PO BOX 25113
SANTA ANA,CA92799 		N/A Public PUBLIC TELEVISION EDUCATIONAL PROGRAMMING. 1,000
PROJECT ACCESS INC


3900 BIRCH ST SUITE 113
NEWPORT BEACH,CA92660 		N/A Public EDUCATION AND EMPLOYMENT SERVICES TO POOR PEOPLE. 10,000
DISCOVERY CUBE ORANGE COUNTY


2500 N MAIN ST
SANTA ANA,CA92705 		N/A Public STEM EDUCATIONAL PROGRAMS AT THE SCIENCE CENTER. 15,000
FRIENDS OF THE NATIONAL WW II MEMOR


921 PENNSYLVANIA AVE SE SUITE 304
WASHINGTON,DC20003 		N/A Public MAINTENANCE OF NATIONAL MEMORIAL. 1,000
ORANGE COUNTY COMMUNITY FOUNDATION


19200 Von Karman Ave Ste 700
Irvine,CA92612 		N/A Public COMMUNITY FOUNDATION SUPPORT. 500
WORKING WARDROBES FOR A NEW START


2000 E McFadden Ave
Santa Ana,CA92705 		N/A Public HELP PEOPLE OVERCOME CHALLENGES TO ACHIEVE EMPLOYMENT. 10,000
INTERNATIONAL GAME FISH ASSOCIATION


300 GULF STREAM WAY
DANIA BEACH,FL33004 		N/A PC FISH RESEARCH CONSERVATION AND EDUCATION. 4,500
PACIFIC SYMPHONY


17620 Fitch Ave Ste 100
Irvine,CA92614 		N/A PC MUSIC PROGRAMS FOR CHILDREN. 10,000
PRETEND CITY THE CHILDREN'S MUSEUM


29 Hubble
Irvine,CA92618 		N/A PC MUSEUM OPERATING EXPENSES. 205,000
RVMH HERITAGE FOUNDATION INC


21565 Executive Pkwy
Elkhart,IN46514 		N/A PC MUSEUM OPERATING EXPENSES. 50,000
SPECIAL CAMP FOR SPECIAL KIDS


31641 La Novia
San Juan Capistrano,CA92675 		N/A PC CAMP PROGRAM FOR SPECIAL NEEDS CHILDREN. 1,000
Assistance League of Irvine


2452 Alton Parkway
Irvine,CA92606 		N/A PC Educational programs. 2,000
Heroes Hall Veterans Foundation


88 Fair Dr
Costa Mesa,CA92626 		N/A PC Support of museum honoring veterans. 2,500
Hope Harbor


1 Hope Drive
Tustin,CA92782 		N/A PC Support for homeless teens. 5,000
UC Irvine


162B Rowland Hall
Irvine,CA92697 		N/A PC Math educational program for underserved youth. 2,500
America on Track


600 W Santa Ana Blvd Ste 710
Santa Ana,CA92701 		N/A PC Educational programs for parents and children. 5,000
Anaheim Family YMCA


240 S Euclid Street
Anaheim,CA92802 		N/A PC Programs for youth and development of new athletic facilities. 215,000
HD-CARE


2643 Biological Sciences III
Irvine,CA92697 		N/A PC Research regarding Huntington's Disease. 10,000
Concordia University Foundation


1530 Concordia
Irvine,CA92612 		N/A PC Construction of new music, worship and theology building. 200,000
Freedom Alliance


25 West Piccadilly St
Winchester,VA22601 		N/A PC Rehabilitation of militiary veterans. 4,000
Straight Talk Clinic Inc


3785 S Plaza Dr
Santa Ana,CA92704 		N/A PC Counseling services for adolescents. 5,000
Veterans Legal Institute


1231 Warner Ave
Tustin,CA92780 		N/A PC Legal assistance for military veterans. 5,000
AMVETS


12345 Euclid St
Garden Grove,CA92840 		N/A PC Support for military veterans. 5,000
Illumination Foundation


1091 N Batavia St
Orange,CA92867 		N/A PC Assistance for homeless families. 15,000
Ocean Institute


24200 Dana Point Harbor Dr
Dana Point,CA92629 		N/A PC Educational programs for children. 5,000
Precious Life Shelter


3622 Florista St
Los Alamitos,CA90720 		N/A PC Assistance for newborns. 1,000
The Priority Center


1940 E Deere Ave Ste 100
Santa Ana,CA92705 		N/A PC Assistance for at risk families to prevent child abuse. 25,000
Hurtt Family Health Clinic


1 Hope Drive
Tustin,CA92782 		N/A PC Medical services for the underserved. 5,000
Olive Crest


2130 E 4th St Ste 200
Santa Ana,CA92705 		N/A PC Support for foster youth. 205,000
Pacifica Christian High School


1499 Monrovia Ave
Newport Beach,CA92663 		N/A PC Student scholarships. 20,000
Ronald McDonald House Orange County


383 S Batavia St
Orange,CA92868 		N/A PC Capital campaign for building additional facilities for families of children who are ill. 50,000
The Villa Center Inc


910 N French St
Santa Ana,CA92701 		N/A PC Treatment for substance abuse. 10,000
Vanguard University


55 Fair Dr
Costa Mesa,CA92626 		N/A PC Education of college students. 10,000
Build Futures


18822 Beach Blvd Ste 211
HUNTINGTON BEACH,CA92648 		N/A PC ASSISTANCE FOR UNHOUSED YOUNG ADULTS. 10,000
Lestonnac Free Clinic


1215 E Chapman Ave
Orange,CA92866 		N/A PC Medical assistance for under served families. 5,000
Solutions for Change


722 W California Ave
Vista,CA92083 		N/A PC Assistance for homeless families. 5,000
Together We Rise


560 W Lambert Rd
Brea,CA92821 		N/A PC Scholarships for vocational training. 5,000
Total .................................right arrow 3a 3,076,940
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 5,062  
4 Dividends and interest from securities ....     14 1,707,117  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        618,075
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         21,827
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,712,179 639,902
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,352,081
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
10 SALE OF BOOKS ON ALCOHOLISM INTENDED TO EDUCATE AND ASSIST THE GENERAL PUBLIC CONCERNING THE DISEASE.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
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, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
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) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE CREAN FOUNDATION
EIN:
95-3676334
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Wiegel, Szekel and Frisby 23,735 23,735 0 0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
THE CREAN FOUNDATION
EIN:
95-3676334
Software ID:
23017517
Software Version:
2023v5.0
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
MOBILE TELEPHONE 2020-11-02 1,076 970 200DB 3.0000 59      
MICROSOFT COMPUTER 2021-11-21 2,159 907 200DB 5.0000 501      

TY 2023 LandEtcSchedule2
Name:
THE CREAN FOUNDATION
EIN:
95-3676334
Software ID:
23017517
Software Version:
2023v5.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Machinery and Equipment 4,481 4,090 391  


TY 2023 OtherDecreasesSchedule
Name:
THE CREAN FOUNDATION
EIN:
95-3676334
Software ID:
23017517
Software Version:
2023v5.0
Description Amount
Adjustment of Basis in Investments 795,147
Decrease in Grants Payable 1,660,000


TY 2023 OtherExpensesSchedule
Name:
THE CREAN FOUNDATION
EIN:
95-3676334
Software ID:
23017517
Software Version:
2023v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOK SALES EXPENSE 7,160   7,160  
COMPUTER SOFTWARE 1,461 1,461    
EMAIL AND DOMAIN NAME 712 712    
INSURANCE 42,055 42,055    
INVESTMENT MANAGEMENT FEES 233,606 233,606    
LICENSES 618 618    
MISCELLANEOUS 80 80    
OFFICE SUPPLIES 678 678    
POST OFFICE BOX 354 354    
POSTAGE 202 202    
PROFESSIONAL MEMBERSHIPS 860 860    
TELEPHONE 331 331    


TY 2023 OtherLiabilitiesSchedule
Name:
THE CREAN FOUNDATION
EIN:
95-3676334
Software ID:
23017517
Software Version:
2023v5.0
Description Beginning of Year - Book Value End of Year - Book Value
Sales Tax Payable 258 320


TY 2023 SalesOfInventoryList 
Name:
THE CREAN FOUNDATION
EIN:
95-3676334
Software ID:
23017517
Software Version:
2023v5.0

Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
Cost of Goods Sold)
BOOK SALES 34,668 12,841 21,827

TY 2023 TaxesSchedule
Name:
THE CREAN FOUNDATION
EIN:
95-3676334
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXISE TAX 54,212 54,212    
FOREIGN TAXES 1,729 1,729    
PAYROLL TAXES 16,696 16,696    
SYATE TAX 200 200