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Nonprofit · EIN 33-6081439

JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189

Also known as TRUE LAWRENCE Y TTEE

Tax-exempt · SAN DIEGO, CA 92176

Financials

$693K$521K2022$1.1M$538K2023$1.4M$986K2024
Revenue Expenses · by fiscal year end
Financials of JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$1,371,914$986,009$385,905$8,044,575$0$8,044,575
July 31, 2024990-PF$1,058,544$537,667$520,877$7,658,666$0$7,658,666
July 31, 2023990-PF$693,147$520,545$172,602$6,940,724$0$6,940,724
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$243,472
Net gain from sales of assets
$1,128,442

Expenses

Grants and similar amounts paid
$628,974
Compensation of officers, directors and key employees
$130,516
Disbursements for charitable purposes
$767,128
Excise tax on investment income
$16,027

Balance sheet and other

Total assets, start of year
$7,658,666
Total assets, end of year
$8,044,575
Total liabilities, end of year
$0
Net assets, end of year
$8,044,575
Fair market value of assets
$11,257,322
Qualifying distributions
$767,128
Net investment income
$1,371,914

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Mark Munnelly
PO Box 16160, San Diego, CA 92176
Co-Trustee0$127,716
Kevin V Munnelly
PO Box 16160, San Diego, CA 92176
Co-Trustee0$2,800
990-PF for the year ended July 31, 2024: 2 people
NameTitleHours / weekCompensation
Mark Munnelly
PO Box 16160, San Diego, CA 92176
Co-Trustee0$113,412
Kevin V Munnelly
PO Box 16160, San Diego, CA 92176
Co-Trustee0$2,400
990-PF for the year ended July 31, 2023: 2 people
NameTitleHours / weekCompensation
Mark Munnelly
PO Box 16160, San Diego, CA 92176
Co-Trustee0$105,698
Kevin V Munnelly
PO Box 16160, San Diego, CA 92176
Co-Trustee0$2,400

Address and contacts

Address (IRS master file)
PO BOX 16160, SAN DIEGO, CA 92176-6160
In care of
% MR KEVIN MUNNELLY
Signed the 990-PF
Mark Munnelly, Trustee
Phone
(619) 275-4313
Return prepared by
Jacquellyn I Martin CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 33-6081439 or by the name JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
33-6081439
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1990
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$8,044,575
Income (IRS master file)
$3,071,177

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$1,371,914$986,009$8,044,575XML
990-PFJuly 2024$1,058,544$537,667$7,658,666XML
990-PFJuly 2023$693,147$520,545$6,940,724XML
990-PFJuly 2021–––IRS
990-PFJuly 2020–––IRS
990-PFJuly 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-6081439).

Questions about JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189

What is the EIN of JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189?
The employer identification number (EIN) of JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189 is 33-6081439.
Is JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189 file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189 due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189?
The 990-PF for the year ended July 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $127,716 (Mark Munnelly, Co-Trustee).
How much revenue does JAMES HERVEY JOHNSON CHARITABLE- EDUCATIONAL TR 083189 have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $1,371,914, expenses of $986,009 and total assets of $8,044,575 at year end.

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