C & R NEWMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- C & R NEWMAN FAMILY FOUNDATION (EIN 68-0661680)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349102705
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T13:25:17-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16633 VENTURA BLVD SUITE 1320 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680661680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C & R NEWMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | C&RN | BusinessNameControlTxt |
| Phone | 3103948519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16633 VENTURA BLVD SUITE 1320 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE H NEWMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3103948519 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YISHAI KABAKER | PreparerPersonNm |
| PTIN | P01717932 | PTIN |
| Phone | 3105520960 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,078,512 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,309,986 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $557 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $557 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $101,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $322,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $964,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $322,017 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,733,599 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $423,613 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,105 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,463 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,642 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,340 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,267 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,254,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,254,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,317,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,280,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $416,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $382,310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $872,874 | CashBOYAmt |
| Cash EOY | $550,440 | CashEOYAmt |
| Cash EOYFMV | $550,440 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,395,516 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,163,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,528,072 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,268,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,714,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,078,512 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,268,390 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,714,113 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,268,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,714,113 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,268,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,714,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,268,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $416,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,050 | OtherIncreasesAmt |
| Subtotal | $4,717,913 | SubtotalAmt |
| Other Decreases | $3,800 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,714,113 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 829 SHARES - ISHARES MSCI EAFE VALUE ETF | P | 2022-12-27 | 2024-12-04 | $45,361 | $38,251 | $7,110 | $7,110 |
| 1226 SHARES - ISHARES CORE MSCI EAFE ETF | P | 2020-07-29 | 2024-12-04 | $90,971 | $73,912 | $17,059 | $17,059 |
| 447 SHARES - ISHARES CORE MSCI EAFE ETF | P | 2021-02-01 | 2024-12-04 | $33,168 | $31,052 | $2,116 | $2,116 |
| 1620 SHARES - ISHARES CORE MSCI EAFE ETF | P | 2022-03-31 | 2024-12-04 | $120,206 | $113,110 | $7,096 | $7,096 |
| 2837 SHARES - ISHARES CORE MSCI EAFE ETF | P | 2022-03-31 | 2024-12-04 | $210,509 | $197,970 | $12,539 | $12,539 |
| 1989.25 SHARES - MFS VALUE FUND | P | 2013-07-25 | 2024-06-13 | $99,423 | $61,509 | $37,914 | $37,914 |
| 211.63 SHARES - MFS VALUE FUND | P | 2018-02-07 | 2024-06-13 | $10,577 | $8,546 | $2,031 | $2,031 |
| 939 SHARES - ISHARES CORE S&P MID-CAP ETF | P | 2016-12-22 | 2024-06-13 | $55,019 | $31,215 | $23,804 | $23,804 |
| 517 SHARES - ISHARES CORE S&P SMALL-CAP ETF | P | 2016-11-29 | 2024-06-13 | $54,958 | $34,697 | $20,261 | $20,261 |
| 453 SHARES - ISHARES CORE S&P SMALL-CAP ETF | P | 2016-11-29 | 2024-09-09 | $49,989 | $30,402 | $19,587 | $19,587 |
| 465 SHARES - ISHARES MSCI EAFE VAULE ETF | P | 2022-12-27 | 2024-11-15 | $25,051 | $21,456 | $3,595 | $3,595 |
| CAPITAL GAINS DIVIDENDS | P | $168,905 | $168,905 | $168,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $322,017 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $3,167 | OverpaymentAmt |
| Applied To ES Tax | $3,167 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD CHRISTINE NEWMAN | IndividualWithBooksNm |
| Phone | 2128523049 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 W 47TH ST NY8-114-07-07 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100361501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE H NEWMAN | ||||||||
| 2024 LA MESA DRIVE | SANTA MONICA | CA | 90402 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD G NEWMAN | ||||||||
| 2024 LA MESA DRIVE | SANTA MONICA | CA | 90402 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,407,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $438,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,846,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,846,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,789,052 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,453 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,453 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,314 | TotalTaxAmt |
| Distributable Before Adj | $184,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $184,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $184,139 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,280,323 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,280,323 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $382,378 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $382,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,280,323 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $184,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,096,184 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,478,562 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,478,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $382,378 | ExcessFromYear1Amt |
| Excess From Current Year | $1,096,184 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTINE H NEWMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANGELES CLINIC FOUNDATION | ||||||||
| 11800 WILSHIRE BLVD 2ND FLOOR | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BRENTWOOD PRESBYTERIAN CHURCH | ||||||||
| 12000 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL OPERATING | $2,000 | |
| BROWN UNIVERSITY | ||||||||
| GIFT CASHIER BOX 1877 | PROVIDENCE | RI | 029120001 | NONE | PC | GENERAL OPERATING | $60,726 | |
| BUCKNELL UNIVERSITY | ||||||||
| 1 DENT DRIVE | LEWISBURG | PA | 17837 | NONE | PC | GENERAL OPERATING | $25,000 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CARES | ||||||||
| LA COUNTY/USC MEDICAL CENTER | NORTH STATE STREE | CA | 90033 | NONE | PC | GENERAL OPERATING | $5,000 | AUXILIARY ROOM 1900/GENERAL HOSPITA |
| CENTER THEATRE GROUP | ||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING | $12,000 | |
| CHILDREN'S INSTITUTE | ||||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CHP 11-99 FOUNDATION | ||||||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | PC | GENERAL OPERATING | $2,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 530 MUDD MC 4718 500 WEST 120TH | NEW YORK | NY | 10027 | NONE | PC | GENERAL OPERATING | $2,000 | STREET |
| CURTIS SCHOOL | ||||||||
| 15871 MULHOLLAND DRIVE LOS ANGELES | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL OPERATING | $20,000 | |
| EISENHOWER HEALTH FOUNDATION | ||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 922703221 | NONE | PC | GENERAL OPERATING | $2,500 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90230 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FRIENDS OF ROBINSON GARDENS | ||||||||
| 1008 ELDEN WAY | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HARVARD-WESTLAKE SCHOOL | ||||||||
| OFFICE OF ADVANCEMENT 700 NORTH | LOS ANGELES | CA | 900773499 | NONE | PC | GENERAL OPERATING | $1,500 | FARING ROAD |
| LA OPERA | ||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING | $819,335 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| DEVELOPMENT DEPARTMENT 151 SOUTH | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING | $10,000 | GRAND AVENUE |
| MCCALLUM THEATRE | ||||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92240 | NONE | PC | GENERAL OPERATING | $1,000 | |
| MOUNTAINS COMMUNITY HOSPITAL FOUNDA | ||||||||
| PO BOX 1493 ATTN MS KIM MCGUIRE | LAKE ARROWHEAD | CA | 92352 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NATUREBRIDGE | ||||||||
| 28 GEARY STREET SUITE 650 | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL OPERATING | $50,000 | |
| PEPPERDINE UNIVERSITY | ||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | NONE | PC | GENERAL OPERATING | $17,000 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL OPERATING | $71,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL OPERATING | $750 | |
| THE MUSIC CENTER | ||||||||
| C/O BLUE RIBBON MUSIC CENTER 135 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING | $6,500 | NORTH GRAND AVENUE |
| THE PEOPLE CONCERN | ||||||||
| 2116 ARLINGTON AVE SUITE 100 | LOS ANGELES | CA | 90018 | NONE | PC | GENERAL OPERATING | $25,000 | |
| TREE PEOPLE | ||||||||
| 12601 MULHOLLAND DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL OPERATING | $45 | |
| UC REGENTS | ||||||||
| UCLA FOUNDATION PO BOX 7145 | PASADENA | CA | 91109 | NONE | PC | GENERAL OPERATING | $10,000 | |
| UCLA FOUNDATION | ||||||||
| PO BOX 7145 | PASADENA | CA | 91109 | NONE | PC | GENERAL OPERATING | $15,000 | |
| USC VASCULAR SURGERY | ||||||||
| 1520 SAN PABLO ST STE 4300 | LOS ANGELES | CA | 90033 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WESTSIDE FOOD BANK | ||||||||
| 1710 22ND STREET | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WILDHAVEN RANCH | ||||||||
| PO BOX 1782 | LAKE ARROWHEAD | CA | 92352 | NONE | PC | GENERAL OPERATING | $500 | |
| A THOUSAND JOYS | ||||||||
| 1313 WEST 8TH STREET SUITE 212 | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL OPERATING | $500 | |
| BOY SCOUTS OF AMERICA WLACC | ||||||||
| WLACC 16525 SHERMAN WAY STE C8 | VAN NUYS | CA | 91406 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BOYS & GIRLS CLUBS OF SANTA MONICA | ||||||||
| 1220 LINCOLN BLVD | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL OPERATING | $500 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| ATTN JULIE STRUMWASSER 6500 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL OPERATING | $10,000 | WILSHIRE BLVD SUITE 1600 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | ||||||||
| 4560 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL OPERATING | $500 | |
| CONNECTICUT COLLEGE | ||||||||
| BECKER HOUSE 270 MOHEGAN AVENUE | NEW LONDON | CT | 10027 | NONE | PC | GENERAL OPERATING | $5,000 | |
| EASTON FOUNDATION | ||||||||
| 5990 SEPULVEDA BLVD STE 200 | VAN NUYS | CA | 91411 | NONE | PC | GENERAL OPERATING | $500 | |
| GREEK ORTHODOX PHILOPTOCHOS SOCIETY | ||||||||
| 1324 SOUTH NORMANDIE AVENUE | LOS ANGELES | CA | 90066 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HOLOCAUST MUSEUM LA | ||||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NORTHWEST STRAITS FOUNDATION | ||||||||
| 1155 N STATE ST STE 400 | BELLINGHAM | WA | 98225 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ST MONICA PARISH COMMUNITY | ||||||||
| 725 CALIFORNIA AVENUE | SANTA MONICA | CA | 90403 | NONE | PC | GENERAL OPERATING | $1,000 | |
| THE BLAKE KING CORP | ||||||||
| 544 5TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PC | GENERAL OPERATING | $500 | |
| THE DESERT COMMUNITY FOUNDATION | ||||||||
| 75105 MERLE DR SUITE 300 | PALM DESERT | CA | 92211 | NONE | PC | GENERAL OPERATING | $1,000 | |
| THE SCHOOL OF LOS ANGELES SLA | ||||||||
| 6325 SANTA MONICA BLVD | LOS ANGELES | CA | 90038 | NONE | PC | GENERAL OPERATING | $5,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL OPERATING | $1,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,254,056 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $557 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,039 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $322,017 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $423,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $423,613 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R&C NEWMAN REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16633 VENTURA BLVD SUITE 1320 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,309,986 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 22,766.50 SHARES OF GLOBAL INFRASTRUCTURE SOLUTIONS INC STOCK HOLDINGS AT $57.54 PER SHARE | NoncashPropertyDesc |
| Fair Market Value | $1,309,986 | FairMarketValueAmt |
| Received | 2024-12-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENTS | StockNm |
| EOY Book Value | $4,163,673 | EOYBookValueAmt |
| EOYFMV | $7,528,072 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCLEARED CHECKS | Desc |
| Amt | $3,800 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CA RRF-1 FILING FEE | $100 | $0 | $0 | $100 |
| MISCELLANEOUS | $25 | $0 | $0 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANT TIMING ADJUSTMENT | $29,850 |
| DIVIDEND ACCRUAL | $3,193 |
| BASIS ADJUSTMENT | $7 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $54,105 | Amt |
| Net Investment Income | $32,463 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,642 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $104 | $104 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED DIVIDENDS | $492 | $492 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $3,744 | $3,744 | $0 | $0 |