C & R NEWMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- C & R NEWMAN FAMILY FOUNDATION (EIN 68-0661680)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349103086
- Schema version
- 2025v4.1
- 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
- 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 | 2026-05-13T14:04:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 2025 | 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 | $7,587,037 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $379 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $379 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $810,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,362,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $810,017 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $925,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $925,411 | 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 | $3,923 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,923 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,923 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,942 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,323 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,558,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,558,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,624,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,583,498 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$698,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $880,746 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $550,440 | CashBOYAmt |
| Cash EOY | $375,380 | CashEOYAmt |
| Cash EOYFMV | $375,380 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,163,673 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,905,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,211,657 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,714,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,281,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,587,037 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,714,113 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,281,103 | 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 | $4,714,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,281,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,714,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,281,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,714,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$698,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $282,531 | OtherIncreasesAmt |
| Subtotal | $4,297,815 | SubtotalAmt |
| Other Decreases | $16,712 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,281,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3 SHARES - SUMMIT MATLS INC | P | 2020-10-21 | 2025-02-11 | $158 | $58 | $100 | $100 |
| 94 SHARES - PAYPAL HOLDINGS INC SHS | P | 2020-12-15 | 2025-12-12 | $5,800 | $20,648 | -$14,848 | -$14,848 |
| 98 SHARES - PAYPAL HOLDINGS INC SHS | P | 2020-11-02 | 2025-12-12 | $6,046 | $18,422 | -$12,376 | -$12,376 |
| 184.893 SHARES - COLUMBIA CORNERSTONE GROWTH FUND CL INSTL3 | P | 2013-06-26 | 2025-12-18 | $15,074 | $5,591 | $9,483 | $9,483 |
| 1,085.933 SHARES - COLUMBIA CORNERSTONE GROWTH FUND CL INSTL3 | P | 2013-04-16 | 2025-12-18 | $88,536 | $32,500 | $56,036 | $56,036 |
| 1,103.311 SHARES - COLUMBIA CORNERSTONE GROWTH FUND CL INSTL3 | P | 2013-04-17 | 2025-12-18 | $89,953 | $32,500 | $57,453 | $57,453 |
| 2,459.61 SHARES - COLUMBIA CONTRARIAN CORE FUND CL INSTL3 | P | 2013-07-25 | 2025-12-18 | $97,056 | $49,346 | $47,710 | $47,710 |
| 3,018.145 SHARES - COLUMBIA CONTRARIAN CORE FUND CL INSTL3 | P | 2013-08-16 | 2025-12-18 | $119,096 | $60,000 | $59,096 | $59,096 |
| 857.775 SHARES - COLUMBIA CONTRARIAN CORE FUND CL INSTL3 | P | 2013-05-22 | 2025-12-18 | $33,848 | $16,695 | $17,153 | $17,153 |
| 272 SHARES - ISHARES CORE S&P 500 ETF | P | 2020-12-03 | 2025-12-18 | $184,573 | $100,330 | $84,243 | $84,243 |
| 287 SHARES - ISHARES CORE S&P 500 ETF | P | 2020-10-21 | 2025-12-18 | $194,752 | $98,976 | $95,776 | $95,776 |
| 220 SHARES - ISHARES CORE S&P 500 ETF | P | 2016-11-29 | 2025-12-18 | $149,287 | $48,966 | $100,321 | $100,321 |
| 326 SHARES - ISHARES CORE S&P 500 ETF | P | 2014-11-26 | 2025-12-18 | $221,216 | $68,113 | $153,103 | $153,103 |
| CAPITAL GAINS DIVIDENDS | P | $156,767 | $156,767 | $156,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $810,017 | 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 | $12,242 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,242 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,167 | 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 | $6,167 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,075 | TaxDueAmt |
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 | 2024 LA MESA DRIVE | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | 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 | $4,270,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $363,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,633,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,633,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,564,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,242 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,242 | TotalTaxAmt |
| Distributable Before Adj | $215,970 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $215,970 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $215,970 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,583,498 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,583,498 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,970 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $382,378 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,096,184 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,478,562 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,583,498 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $215,970 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,367,528 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,846,090 | 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 | $2,846,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $382,378 | ExcessFromYear2Amt |
| Excess From Year1 | $1,096,184 | ExcessFromYear1Amt |
| Excess From Current Year | $1,367,528 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA WLACC | ||||||||
| WLACC 16525 SHERMAN WAY STE C8 | VAN NUYS | CA | 91406 | 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 | $11,175 | |
| 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 | |
| CENTER THEATRE GROUP | ||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING | $15,000 | |
| 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 |
| CONNECTICUT COLLEGE | ||||||||
| BECKER HOUSE 270 MOHEGAN AVENUE | NEW LONDON | CT | 10027 | NONE | PC | GENERAL OPERATING | $10,000 | |
| 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 | |
| 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 FOUNDATION | ||||||||
| 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 | $70,000 | |
| PEPPERDINE UNIVERSITY | ||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | NONE | PC | GENERAL OPERATING | $15,000 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL OPERATING | $1,061,000 | |
| THE MUSIC CENTER | ||||||||
| C/O BLUE RIBBON MUSIC CENTER 135 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING | $49,000 | NORTH GRAND AVENUE |
| THE PEOPLE CONCERN | ||||||||
| 2116 ARLINGTON AVE SUITE 100 | LOS ANGELES | CA | 90018 | NONE | PC | GENERAL OPERATING | $10,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL OPERATING | $1,000 | |
| 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 | |
| WILDHAVEN RANCH | ||||||||
| PO BOX 1782 | LAKE ARROWHEAD | CA | 92352 | NONE | PC | GENERAL OPERATING | $500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 5030 | BOONE | IA | 50950 | NONE | PC | GENERAL OPERATING | $50,000 | |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE ROAD BUILDING 51 | DUARTE | CA | 91010 | NONE | PC | GENERAL OPERATING | $50,000 | |
| CONCERN FOUNDATION | ||||||||
| 11111 W OLYMPIC BLVD SUITE 214 | LOS ANGELES | CA | 900641842 | NONE | PC | GENERAL OPERATING | $10,000 | |
| HOAG HOSPITAL FOUNDATION | ||||||||
| 330 PLACENTIA AVENUE | NEWPORT BEACH | CA | 92663 | NONE | PC | GENERAL OPERATING | $10,000 | |
| JOHNNY MAC SOLDIERS FUND | ||||||||
| 44679 ENDICOTT DRIVE SUITE 300 1036 | ASHBURN | VA | 20147 | NONE | PC | GENERAL OPERATING | $5,000 | |
| THE PARISH OF SAINT MATTHEW | ||||||||
| 2000 STONER AVENUE | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THIS LITTLE LIGHT AFRICA | ||||||||
| 3331 PURDUE AVENUE | LOS ANGELES | CA | 90066 | NONE | PC | GENERAL OPERATING | $10,000 | |
| USC | ||||||||
| USC ADVANCEMENT GIFT SERVICES 1150 | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL OPERATING | $25,000 | S OLIVE STREET 25TH FLOOR |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | GENERAL OPERATING | $10,000 | |
| YMCA OF METROPOLITAN LOS ANGELES | ||||||||
| 625 SOUTH NEW HAMPSHIRE AVENUE | LOS ANGELES | CA | 90005 | NONE | PC | GENERAL OPERATING | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,558,175 | 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 | $379 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,015 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $810,017 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $925,411 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $925,411 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,923 | Amt |
| Net Investment Income | $3,923 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,923 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $3,905,723 | EOYBookValueAmt |
| EOYFMV | $7,211,657 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANT TIMING ADJUSTMENT | $16,650 |
| DIVIDEND ACCRUAL | $30 |
| INTEREST ACCRUAL | $32 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CA RRF-1 FILING FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $282,531 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $53,000 | Amt |
| Net Investment Income | $31,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $3 | $3 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED DIVIDENDS | $15 | $15 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $8,924 | $8,924 | $0 | $0 |