HENRY MAYO NEWHALL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HENRY MAYO NEWHALL FOUNDATION (EIN 94-6073084)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-03
- IRS object ID
- 202431249349101533
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T15:42:02-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942186350 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALEGARI & MORRIS ACCOUNTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 CALIFORNIA ST 3RD FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946073084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HENRY MAYO NEWHALL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KRAMER BLUM AND ASSOCIATES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 4159812966 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6106 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELICA C SIMMONS | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 4159812966 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANGELICA | PersonFirstNm |
| Person Last | SIMMONS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | KATHLEEN BURRY | PreparerPersonNm |
| PTIN | P00394887 | PTIN |
| Phone | 4159818766 | PhoneNum |
| Preparation | 2024-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,341,317 | 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 | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $922,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $922,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,020,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,465,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,020,501 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,571 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,571 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,975,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,975,117 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,590 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $461,528 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $275,528 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $186,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,820 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,337 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,337 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,638 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,554 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $565,603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $295,122 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $260,481 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,093,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,093,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,659,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $295,122 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,353,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$683,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,679,995 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,602,365 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $678,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $678,480 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,456,364 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,960,380 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,984,451 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,911,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,612,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,223,582 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,739,825 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,052,868 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,008,330 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,666,226 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,388,531 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,446,474 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,376,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,692,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,341,317 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,376,443 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,692,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,376,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,692,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,376,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,692,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,376,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$683,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,692,557 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,692,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SCHWAB ONE | PropertyDesc |
| Gross Sales Price | $17,465,503 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,445,002 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,020,501 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,020,501 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,020,501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,647 | 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 | $25,647 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,295 | OverpaymentAmt |
| Applied To ES Tax | $2,295 | 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 | WWW.NEWHALLFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KRAMER BLUM AND ASSOCIATES INC | IndividualWithBooksNm |
| Phone | 4159812966 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6106 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94903 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| NATASHA HUNT | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| FRANCINE WOODS | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | VICE-PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID S NEWHALL | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONNA CHESEBROUGH | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE A NEWHALL | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE NEWHALL IV | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER N PONT | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | TREASURER | 1.00 | $0 | $0 | $0 |
| ANGELICA C VOGEL | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PRUDENCE J NOON | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY CHESEBROUGH | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACQUELINE NEWHALL | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHERINE N NEWHALL MD | ||||||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIBC PRIVATE WEALTH | |||||
| 520 NEWPORT CENTER DRIVESUITE 700 | NEWPORT | CA | 92660 | INVESTMENT MANAGEMENT | $275,528 |
| KRAMERBLUM AND ASSOCIATES | |||||
| PO BOX 6106 | SAN RAFAEL | CA | 94903 | FOUNDATION MANAGEMENT | $197,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $44,476,487 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $908,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,385,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,385,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $680,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,704,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,235,226 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,235,226 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,352 | TotalTaxAmt |
| Distributable Before Adj | $2,211,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,211,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,211,874 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,353,881 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,353,881 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,211,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $525,288 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $264,597 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $336,937 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $352,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $268,421 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,747,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,353,881 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,211,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $142,007 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,889,928 | 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 | $525,288 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,364,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $264,597 | ExcessFromYear4Amt |
| Excess From Year3 | $336,937 | ExcessFromYear3Amt |
| Excess From Year2 | $352,678 | ExcessFromYear2Amt |
| Excess From Year1 | $268,421 | ExcessFromYear1Amt |
| Excess From Current Year | $142,007 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE HENRY MAYO NEWHALL FOUNDATION C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6106 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4159812966 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSALS SHOULD INCLUDE A DESCRIPTION OF THE CHARITY, THE AMOUNT OF THE REQUEST, AND A WRITTEN DESCRIPTION OF THE PROJECT WITH BUDGET. THE CHARITY'S ANNUAL RETURN AND TAX EXEMPT PAPERWORK SHOULD BE INCLUDED WITH THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE EXHIBIT 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE EXHIBIT 1 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 826 VALENCIA | |||||||
| PO BOX 410595 | SAN FRANCISCO | CA | 941410595 | PC | TO SUPPORT THE AFTER-SCHOOL TUTORING PROGRAM | $15,000 | |
| AAUW SANTA CLARITA VALLEY | |||||||
| PO BOX 800354 | SANTA CLARITA | CA | 91380 | PC | TO SEND SEVEN MIDDLE SCHOOL GIRLS IN THE SANTA CLARITA VALLEY TO TECH TREK CAMP IN 2024 | $8,400 | |
| AG ONE FOUNDATIONJORDAN COLLEGE OF AGRICULTURAL SCIENCES & TECH CSU FRESNO | |||||||
| 2910 BARSTOW AVEM/S OF115 | FRESNO | CA | 937408009 | PC | TO PROVIDE FELLOWSHIPS & INTERNSHIPS TO STUDENTS FROM SANTA MARIA AND SANTA CLARITA | $50,000 | |
| AMERICA SCORES BAY AREA | |||||||
| 1460 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | TO PROVIDE SOCCER AND ACADEMIC SUPPORT TO LOW-INCOME MIDDLE SCHOOL STUDENTS IN SAN FRANCISCO | $25,000 | |
| ART WITH ELDERS | |||||||
| 236 WEST PORTAL AVENUE 845 | SAN FRANCISCO | CA | 94127 | PC | TO PROVIDE FREE WEEKLY ART CLASSES TO LOW-INCOME SENIORS | $10,000 | |
| AT HOME WITH GROWING OLDER | |||||||
| 3106 SHATTUCK AVENUE | BERKELEY | CA | 94705 | PC | TO TEACH SENIORS ABOUT ADAPTATIONS TO THEIR HOMES THAT ALLOW THEM TO LIVE LONGER INDEPENDENTLY | $25,000 | |
| BOXTALES THEATER COMPANY | |||||||
| PO BOX 91521 | SANTA BARBARA | CA | 91390 | PC | TO OFFER MYTH AND FOLKTALE ASSEMBLIES IN ELEMENTARY SCHOOLS IN NORTH SANTA BARBARA COUNTY | $7,500 | |
| BOYS & GIRLS CLUB OF MID-CENTRAL COAST | |||||||
| 901 NO RAILROAD AVE | SANTA MARIA | CA | 93458 | PC | TO PROVIDE ACADEMIC SUPPORT FOR LOW-INCOME CHILDREN IN SANTA MARIA | $40,000 | |
| BOYS & GIRLS CLUB OF SANTA CLARA VALLEY | |||||||
| PO BOX 152 | SANTA PAULA | CA | 93061 | PC | FOR THE ART PROGRAM AT THE FILLMORE, PIRU AND MANY MANSIONS SITES | $30,000 | |
| BOYS & GIRLS CLUB OF SANTA CLARITA VALLEY | |||||||
| 24909 NEWHALL AVE | SANTA CLARITA | CA | 91321 | PC | TO EXPAND CLUB PROGRAMMING TO FIVE ADDITIONAL ELEMENTARY SCHOOLS IN THE SANTA CLARITA VALLEY | $60,000 | |
| CARE4PAWS | |||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | PC | TO OPERATE A MOBILE VETERINARY CLINIC AND TO PROVIDE FREE AND LOW-COST VETERINARY SERVICES TO COMMUNITIES IN NEED IN THE SANTA MARIA VALLEY | $15,000 | |
| CAL POLY COLLEGE OF AGRICULTURE FOOD & ENVIRONMENTAL SCIENCES | |||||||
| 1 GRAND AVENUE | SAN LUIS OBISPO | CA | 93407 | PC | FOR THE NEWHALL INTERSHIP PROGRAM IN AGRICULTURE | $50,000 | |
| CALIFORNIA 4-H FOUNDATION | |||||||
| 2801 SECOND STREET | DAVIS | CA | 95618 | PC | TO SUPPORT PROGRAMMING AT THE 4-H CHAPTERS IN SANTA BARBARA, MERCED & FRESNO COUNTIES | $60,000 | |
| CENTERS FOR EQUITY AND SUCCESS | |||||||
| 1449 WEBSTER STREET | SAN FRANCISCO | CA | 94114 | PC | FOR THE NEW DIRECTIONS EMPLOYMENT PROGRAM | $15,000 | |
| CHILD AND FAMILY CENTER | |||||||
| 21545 CENTRE POINT PARKWAY | SANTA CLARITA | CA | 91350 | PC | TO SUPPORT THE DOMESTIC VIOLENCE PROGRAM | $25,000 | |
| CHICANO STUDIES RESEARCH CENTER CO FUTURE LEADERS OF AMERICA | |||||||
| PO BOX 51637 | OXNARD | CA | 93031 | PC | FOR THE THRIVING YOUTH SURVEY | $20,000 | |
| CHILD ABUSE LISTENING MEDIATION | |||||||
| 210 E ENOS DRIVE STE A | SANTA MARIA | CA | 93454 | PC | TO PROVIDE SERVICES TO PREVENT CHILDHOOD TRAUMA IN NORTH SANTA BARBARA COUNTY | $25,000 | |
| CHILDREN'S RESOURCE NETWORK-CENTRAL COAST | |||||||
| PO BOX 454 | PISMO BEACH | CA | 93448 | PC | TO PROVIDE BASIC NECESSITIES TO FAMILIES IN SANTA MARIA & SANTA CLARITA VALLEY | $30,000 | |
| COLLEGE OF THE CANYONS FOUNDATION | |||||||
| 26455 ROCKWELL CANYON RD | SANTA CLARITA | CA | 91355 | PC | FOR FACULTY INNOVATION GRANTS, SCHOLARSHIPS TO STUDENTS FROM THE SANTA CLARITA VALLEY, AND FOR THE PURCHASE OF A PYXIS MEDICATION DISPENSER FOR THE NURSING PROGRAM | $40,000 | |
| COMMUNITY MUSIC CENTER | |||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | PC | TO PROVIDE PRIVATE MUSIC LESSONS AND ENSEMBLE CLASSES TO 1,100 LOW-INCOME STUDENTS IN SAN FRANCISCO | $20,000 | |
| COURT APPOINTED SPECIAL ADVOCATES OF SANTA BARBARA COUNTY | |||||||
| 2125 S BROADWAY SUITE 106 | SANTA MARIA | CA | 93454 | PC | TO RETAIN A FULL-TIME CHILD ADVOCACY SPECIALIST TO REPRESENT FOSTER YOUTH IN SANTA MARIA | $30,000 | |
| CURRY SENIOR CENTER | |||||||
| 333 TURK STREET | SAN FRANCISCO | CA | 94102 | PC | FOR THE NEW TECHNOLOGY AND WELLNESS COMMUNITY HUB | $35,000 | |
| CUYAMA VALLEY FAMILY RESOURCE CENTER | |||||||
| PO BOX 54689 HIGHWAY 166UNIT B | NEW CUYAMA | CA | 93254 | PC | TO PROVIDE FOOD AND SUPPORT SERVICES TO THE RESIDENTS OF CUYAMA VALLEY | $25,000 | |
| DANA ADOBE NIPOMO AMIGOS INC | |||||||
| 671 S OAKGLEN AVENUE | NIPOMO | CA | 93444 | PC | TO PROVIDE ADA-COMPLIANT ACCESS TO THE DANA MISSION VINEYARD AND TO RESTORE OR REPLICATE A HISTORIC TALLOW VAT AT RANCHO NIPOMO | $20,000 | |
| DAVID J SANCHEZ ELEMENTARY SCHOOL | |||||||
| 708 MILLER STREET | SANTA MARIA | CA | 93454 | PC | TO OFFER A SCIENCE CAMP AT CATALINA ISLAND MARINE INSTITUTE TO SIXTH-GRADE STUDENTS | $20,000 | |
| DRAWBRIDGE | |||||||
| PO BOX 2698 | SAN RAFAEL | CA | 94912 | PC | TO PROVIDE ART PROGRAMMING TO CHILDREN WHO RESIDE IN FIVE HOMELESS AND TRANSITIONAL HOUSING SHELTERS IN SAN FRANCISCO | $10,000 | |
| FAMILY CONNECTIONS CENTER | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | PC | TO PROVIDE INTENSIVE ACADEMIC SUPPORT TO 150 LOW-INCOME CHILDREN | $20,000 | |
| FAMILY PROMISE OF SANTA CLARITA VALLEY | |||||||
| 24820 ORCHARD VILLAGE RD SUITE A | SANTA CLARITA | CA | 91355 | PC | TO PROVIDE CASE MANAGEMENT TO FAMILIES AND PREGNANT WOMEN EXPERIENCING HOMELESSNESS IN THE SANTA CLARITA VALLEY | $15,000 | 391 |
| FILLMORE HIGH SCHOOL | |||||||
| 555 CENTRAL AVENUE | FILLMORE | CA | 93015 | PC | FOR THE HENRY MAYO NEWHALL FOUNDATION SCHOLARSHIPS TO COLLEGE-BOUND GRADUATES IN 2024 | $24,000 | |
| FIREBAUGH HIGH SCHOOL | |||||||
| 1976 MORRIS KYLE DRIVE | FIREBAUGH | CA | 93622 | PC | FOR SCHOLARSHIPS TO COLLEGE-BOUND GRADUATES IN 2024 | $24,000 | |
| FIREBAUGH HIGH SCHOOL FFA | |||||||
| 1976 MORRIS KYLE DRIVE | FIREBAUGH | CA | 93622 | PC | FOR IMPROVEMENTS TO THE SWINE BARN AND POULTRY BARN | $14,000 | |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 1525 STATE STREET SUITE 100 | SANTA BARBARA | CA | 93110 | PC | TO PROVIDE EMERGENCY FOOD & NUTRITION EDUCATION PROGRAMS | $35,000 | |
| FUTURE LEADERS OF AMERICA | |||||||
| PO BOX 51637 | OXNARD | CA | 93031 | PC | TO PREPARE 150 SANTA MARIA YOUTH FOR COLLEGE | $20,000 | |
| GARDEN FOR THE ENVIRONMENT | |||||||
| 1663 MISSION STREET SUITE 320 | SAN FRANCISCO | CA | 94103 | PC | TO SUPPORT EDUCATIONAL PROGRAMMING FOR YOUTH AND ADULTS | $15,000 | |
| GARDENS OF GOLDEN GATE PARK | |||||||
| 1199 NINTH AVENUE | SAN FRANCISCO | CA | 94122 | PC | TO SUPPORT YOUTH ENVIRONMENTAL EDUCATION PROGRAMS FROM ELEMENTARY SCHOOL THROUGH HIGH SCHOOL | $15,000 | |
| GATEWAY PUBLIC SCHOOLS | |||||||
| 1430 SCOTT STREET | SAN FRANCISCO | CA | 94115 | PC | TO OPERATE BOYS & GIRLS CLUBS THAT ARE FULLY INTEGRATED INTO GATEWAY'S SCHOOLS | $15,000 | |
| GOOD SAMARITAN SHELTER | |||||||
| 401 WEST PARK AVENUE | SANTA MARIA | CA | 93548 | PC | FOR THE AFTER SCHOOL PROGRAM | $25,000 | |
| HART UNION HIGH SCHOOL DISTRICT | |||||||
| 21380 CENTER POINTE PARKWAY | SANTA CLARITA | CA | 91350 | PC | FOR SCHOLARSHIPS TO COLLEGE-BOUND GRADUATES IN 2024 | $173,000 | |
| HENRY MAYO NEWHALL HOSPITAL FOUNDATION | |||||||
| 23845 MCBEAN PARKWAY | VALENCIA | CA | 91355 | PC | FOR THE NEW PATIENT TOWER | $100,000 | |
| ICA CRISTO REY ACADEMY | |||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 94110 | PC | FOR THE WORK-STUDY PROGRAM'S SUMMER ORIENTATION | $20,000 | |
| LEADING FROM WITHIN | |||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | PC | TO PROVIDE PROFESSIONAL DEVELOPMENT TO STAFF WORKING IN THE SOCIAL SECTOR IN THE SANTA MARIA VALLEY | $35,000 | |
| LIFE LEARNING ACADEMY | |||||||
| 651 8TH ST BLDG 229 | SAN FRANCISCO | CA | 94130 | PC | TO SUPPORT THE SCHOOL'S PROJECT-BASED LEARNING MODEL | $25,000 | |
| LIFE STEPS FOUNDATION CENTRAL COAST ADULT SVCS | |||||||
| 218 WEST CARMEN LANE SUITE 108 | SANTA MARIA | CA | 93458 | PC | TO PROVIDE SENIORS IN SANTA MARIA WITH HOUSEHOLD AND PERSONAL CARE ASSISTANCE THAT ENABLES THEM TO CONTINUE LIVING IN THEIR HOMES. | $20,000 | |
| LITERACY FOR ENVIRONMENTAL JUSTICE | |||||||
| 607 ANDERSON ST | SAN FRANCISCO | CA | 94110 | PC | FOR THE ECO-APPRENTICES PROGRAM | $15,000 | |
| LITQUAKE FOUNDATION | |||||||
| 268 BUSH STREET 426 | SAN FRANCISCO | CA | 94104 | PC | FOR THE ELDER PROJECT | $10,000 | |
| MARIAN REGIONAL MEDICAL CENTER FOUNDATION | |||||||
| 1400 EAST CHURCH STREET | SANTA MARIA | CA | 93454 | PC | FOR THE NEW CRISIS STABLIZATION UNIT | $50,000 | |
| MARIAN REGIONAL MEDICAL CENTER FOUNDATION | |||||||
| 1400 EAST CHURCH STREET | SANTA MARIA | CA | 93454 | PC | TO ESTABLISH AN OB/GYN RESIDENCY PROGRAM CLINIC | $50,000 | |
| NATURETRACK FOUNDATION | |||||||
| PO BOX 953 | LOS OLIVOS | CA | 93441 | PC | TO PROVIDE FIELD TRIPS TO BEACHES AND TRAILS TO STUDENTS AND WHEELCHAIR USERS IN NORTH SANTA BARBARA COUNTY | $20,000 | |
| NEW BEGINNINGS COUNSELING CENTER | |||||||
| 324 EAST CARRILLO ST STE C | SANTA BARBARA | CA | 93101 | PC | TO PROVIDE HOUSING ASSISTANCE AND SUPPORT SERVICES FOR 115 LOW-INCOME VETERANS AND THEIR FAMILIES IN THE SANTA MARIA VALLEY | $25,000 | |
| ONE STEP A LA VEZ | |||||||
| PO BOX 192 | FILLMORE | CA | 93016 | PC | TO PROVIDE SUPPORT FOR THE DROP-IN TUTORING CENTER | $20,000 | |
| ORCUTT AREA SENIORS IN SERVICE (OASIS) | |||||||
| PO BOX 2637 | SANTA MARIA | CA | 93457 | PC | TO PROVIDE FOOD, SOCIAL SERVICES, AND ACTIVITIES TO SENIORS IN THE SANTA MARIA VALLEY | $30,000 | |
| PARTNERS IN HOUSING SOLUTIONS | |||||||
| 210 E CLARK AVENUE SUITE B | SANTA MARIA | CA | 93455 | PC | TO PROVIDE HOUSING TO HOMELESS INDIVIDUALS IN NORTH SANTA BARBARA COUNTY | $15,000 | |
| PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST | |||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | PC | TO PROVIDE PEER-TO-PEER SEX EDUCATION IN SPANISH TO UNDERSERVED COMMUNITIES IN SANTA MARIA | $20,000 | |
| POINT BLUE CONSERVATION SCIENCE | |||||||
| 3820 CYPRESS DR STE 11 | PETALUMA | CA | 94954 | PC | FOR CONSERVATION OF AGRICULTURAL LANDS IN MERCED COUNTY | $30,000 | |
| REAL OPTIONS FOR KIDS | |||||||
| 73 LELAND AVENUE | SAN FRANCISCO | CA | 94134 | PC | TO PROVIDE ACADEMIC SUPPORT FOR LOW-INCOME CHILDREN AT THREE SF PUBLIC SCHOOLS | $17,500 | |
| SAMUEL DIXON FAMILY HEALTH CENTER | |||||||
| 25115 AVENUE STANFORD A104 | VALENCIA | CA | 91355 | PC | TO PROVIDE MENTAL HEALTH COUNSELING TO 150 LOW-INCOME INDIVIDUALS IN THE SANTA CLARITA VALLEY | $30,000 | |
| SAN CAYETANO ELEMENTARY SCHOOL | |||||||
| 627 SESPE AVENUE | FILLMORE | CA | 93015 | PC | FOR THE SCHOOL ART PROGRAM | $10,000 | |
| SAN FRANCISCO GAY MEN'S CHORUS | |||||||
| 170 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | PC | FOR DELIVERING THE RHYTHM PROGRAM TO SCHOOLS IN SAN FRANCISCO | $20,000 | |
| SANTA BARBARA HUMANE SOCIETY | |||||||
| 5399 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | PC | TO PROVIDE DISTEMPER/PARVO VACCINES TO DOGS AND TO SPRAY/NEUTER CATS OWNED BY LOW-INCOME FAMILIES IN SANTA MARIA | $36,000 | |
| SANTA BARBARA MARITIME MUSEUM | |||||||
| 113 HARBOR WAY STE 190 | SANTA BARBARA | CA | 93109 | PC | TO PROVIDE ELEMENTARY STUDENTS IN SANTA MARIA WITH FREE ACCESS TO THE MUSEUM'S YOUTH EDUCATION PROGRAMS | $20,000 | |
| SANTA CLARITA VALLEY EDUCATION FOUNDATION | |||||||
| POBOX 221295 | SANTA CLARITA | CA | 91322 | PC | FOR THE TEACHER INNOVATION GRANT PROGRAM | $20,000 | |
| SANTA MARIA JOINT UNION HIGH SCHOOL DISTRICT | |||||||
| 2560 SKYWAY DRIVE | SANTA MARIA | CA | 93455 | PC | FOR THE HENRY MAYO NEWHALL FOUNDATION SCHOLARSHIPS TO COLLEGE-BOUND GRADUATES IN 2024 | $72,000 | |
| SANTA MARIA PHILHARMONIC SOCIETY | |||||||
| PO BOX 375 | SANTA MARIA | CA | 93456 | PC | TO PROVIDE CLASSICAL MUSIC EDUCATION TO ELEMENTARY STUDENTS IN THE SANTA MARIA VALLEY | $20,000 | |
| SANTA MARIA VALLEY DISCOVERY MUSEUM | |||||||
| 705 S MCCLELLAND STREET | SANTA MARIA | CA | 93454 | PC | TO UNDERWRITE THE SALARY OF THE OPERATIONS MANAGER | $20,000 | |
| SANTA MARIA VALLEY YMCA | |||||||
| 3400 SKYWAY DRIVE | SANTA MARIA | CA | 93455 | PC | TO REPLACE TWO BOILERS | $30,000 | |
| SAUGUS UNION SCHOOL DISTRICT | |||||||
| 24930 AVENUE STANFORD | SANTA CLARITA | CA | 91355 | PC | FOR EQUIPMENT, INSTRUCTIONAL SUPPLIES, AND MATERIALS THAT ARE USED TO ADMINISTER THE ART PROGRAM | $10,500 | |
| SCRAP | |||||||
| 834 TOLAND STREET | SAN FRANCISCO | CA | 94124 | PC | TO PROVIDE ENVIRONMENTALLY SUSTAINABLE ARTS EDUCATION PROGRAMS TO UNDERSERVED YOUTH IN SAN FRANCISCO | $15,000 | |
| SEEAG | |||||||
| 13721 TELEGRAPH ROAD | SANTA PAULA | CA | 93060 | PC | TO PROVIDE THIRD GRADERS IN SANTA MARIA WITH EXPERIENTIAL FIELD TRIPS TO ONE OF TWO FARMS | $21,500 | |
| SINGLE MOTHERS OUTREACH OF SANTA CLARITA | |||||||
| 24781 VALLEY STREET SUITE 203 | NEWHALL | CA | 91321 | PC | TO PROVIDE MENTAL HEALTH COUNSELING TO 150 LOW-INCOME SINGLE MOTHERS AND CHILDREN | $30,000 | |
| SWORDS TO PLOWSHARES | |||||||
| 401 VAN NESS AVENUE SUITE 313 | SAN FRANCISCO | CA | 94102 | PC | TO PROVIDE CASE MANAGEMENT TO LOW-INCOME AND HOMELESS VETERANS IN SAN FRANCISCO | $30,000 | |
| TECH EXCHANGE | |||||||
| PO BOX 27422 | OAKLAND | CA | 94607 | PC | TO PROVIDE COMPUTERS AND TECH SUPPORT TO 200 LOW-INCOME YOUTH IN SAN FRANCISCO | $20,000 | |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | |||||||
| PO BOX 15408 | SAN LUIS OBISPO | CA | 93406 | PC | TO PROVIDE VOCATIONAL TRAINING FOR ADULTS WITH MENTAL ILLNESS | $20,000 | |
| UNIVERSITY OF CALIFORNIA MERCED | |||||||
| 5200 N LAKE ROAD | MERCED | CA | 95343 | PC | TO SUPPORT THE FIELD CURIOUS SUSTAINABLE AG FROM FIELD TO LAB PROGRAM | $30,000 | |
| VEGGIE RESCUE | |||||||
| PO BOX 1651 | SANTA YNEZ | CA | 93460 | PC | TO PROVIDE RESIDENTS OF NORTH COUNTY SANTA BARBARA WITH FRESH FRUITS AND VEGETABLES THAT WOULD OTHERWISE BE COMPOSTED OR WASTED | $15,000 | |
| WOODEN BOATS FOR VETERANS FOUNDATION | |||||||
| 1001 BRIDGEWAY STREET 608 | SAUSALITO | CA | 94965 | PC | TO PROVIDE VETERANS WITH SAILING OUTINGS AND LESSONS AS A WAY TO PROVIDE EMOTIONAL SUPPORT AND HEALING | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,093,400 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AG ONE FOUNDATIONJORDAN COLLEGE OF AGRICULTURAL SCIENCES & TECH CSU FRESNO | ||||||
| 2910 BARSTOW AVE M/S OF115 | FRESNO | CA | 937408009 | PC | TO PROVIDE FELLOWSHIPS & INTERNSHIPS TO STUDENTS FROM SANTA MARIA AND SANTA CLARITA | $50,000 |
| CHILDREN'S RESOURCE NETWORK-CENTRAL COAST | ||||||
| PO BOX 454 | PISMO BEACH | CA | 93448 | PC | TO PROVIDE BASIC NECESSITIES TO FAMILIES IN SANTA MARIA & SANTA CLARITA VALLEY | $30,000 |
| CURRY SENIOR CENTER | ||||||
| 333 TURK STREET | SAN FRANCISCO | CA | 94102 | PC | FOR THE NEW TECHNOLOGY AND WELLNESS COMMUNITY HUB | $35,000 |
| MARIAN REGIONAL MEDICAL CENTER FOUNDATION | ||||||
| 1400 EAST CHURCH STREET | SANTA MARIA | CA | 93454 | PC | TO ESTABLISH AN OB/GYN RESIDENCY PROGRAM CLINIC | $150,000 |
| SAN CAYETANO ELEMENTARY SCHOOL | ||||||
| 627 SESPE AVENUE | FILLMORE | CA | 93015 | PC | FOR THE SCHOOL ART PROGRAM | $10,000 |
| SWORDS TO PLOWSHARES | ||||||
| 401 VAN NESS AVENUE SUITE 313 | SAN FRANCISCO | CA | 94102 | PC | TO PROVIDE CASH MANAGEMENT TO LOW-INCOME AND HOMELESS VETERANS IN SAN FRANCISCO | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $305,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $922,027 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,571 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,020,501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,975,117 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,975,117 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $35,380 | $17,690 | $17,690 |
| ACCOUNTING FEES-AUDIT | $18,900 | $0 | $18,900 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 250000 AMERICAN EXPRESS 3.40% DUE 02/22/24 CALLABLE 01/22/24 | $246,490 | $249,654 |
| 250000 GOLDMAN SACHS <BR>3.85% DUE 07/08/24 <BR>CALLABLE 04/08/24 | $257,258 | $247,550 |
| 250000 THE CHARLES SCHWAB 3.85% DUE 05/21/25 CALLABLE 03/21/25 | $246,553 | $245,501 |
| 400000 STRYKER CORP NT <BR>3.375% DTD 10/29/2015 DUE 11/01/2025 <BR | $395,559 | $389,338 |
| 250000 MORGAN STANLEY 4%25 07/23/25 | $264,271 | $246,609 |
| 300000 DISNEY WALT CO MTNS FR <BR>3.15% DTD 09/17/2015 DUE 09/17/2025 <BR>C | $301,391 | $291,816 |
| 200000 THE WALT DISNEY <BR>1.85% DTD 03/16/2021 DUE 07/30/2026 <BR> | $202,815 | $186,976 |
| 500000 CINTAS CORP NO 2 SR GLBL <BR>3.70% DTD 03/14/2017 DUE 04/01/2027 <BR | $501,958 | $489,331 |
| 400000 COMCAST CORP NEW SR GLBL NT <BR>3.375% DTD 05/27/2015 DUE 08/15/2025 | $402,053 | $390,436 |
| 375000 ELECTRONIC ARTS 4.80% DUE 03/01/26 CALLABLE 12/01/25 | $375,545 | $375,696 |
| 400000 BANK OF AMERICA 4.45% DUE 03/03/26 | $387,909 | $394,987 |
| 225000 ORACLE CORP 2.65%26 DUE 07/15/26 | $231,943 | $213,282 |
| 250000 MORGAN STANLEY 3.625% 01/20/27 | $241,978 | $242,449 |
| 250000 GOLDMAN SACHS 3.85% DUE 01/26/27 CALLABLE 01/26/26 | $242,745 | $242,530 |
| 300000 JPMORGAN CHASE & VAR DUE 02/01/28 CALLABLE 11/01/27 | $282,095 | $290,045 |
| 250000 UNITED PARCEL SERV 3.40% DUE 03/15/29 CALLABLE 12/15/28 | $238,225 | $241,264 |
| 500000 THE HOME DEPOT 2.95% DUE 06/15/29 CALLABLE 03/15/29 | $465,065 | $469,898 |
| 250000 INTEL CORP 2.45% DUE 11/15/29 CALLABLE 08/15/29 | $207,013 | $225,069 |
| 400000 UNITEDHEALTH GROUP 5.30% DUE 02/15/30 CALLABLE 12/15/29 | $412,930 | $419,161 |
| 150000 INTEL CORP 5.20% DUE 02/10/33 CALLABLE 11/10/32 | $149,072 | $156,588 |
| 100000 LEHMAN BROTHERS DUE 02/11/10 | $0 | $150 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2741 ABBOTT LABORATORIES | $254,162 | $301,702 |
| 515 ADOBE INC | $61,934 | $307,249 |
| 4683 ALPHABET INC. CL A | $267,651 | $654,168 |
| 4665 ALPHABET INC. CL C | $62,201 | $657,438 |
| 7718 AMAZON.COM INC | $128,763 | $1,172,673 |
| 1539 ANALOG DEVICES INC | $126,070 | $305,584 |
| 12335 APPLE INC | $37,817 | $2,374,858 |
| 6191 ASTRAZENECA PLC | $343,120 | $416,964 |
| 623 AUTO DATA PROCESSING | $23,006 | $145,140 |
| 249 BLACKROCK INC | $40,158 | $202,138 |
| 2580 BLACKSTONE INC | $124,727 | $337,774 |
| 442 CHENIERE ENERGY INC | $63,759 | $75,454 |
| 1316 CHEVRON CORP | $153,243 | $196,295 |
| 6904 CISCO SYSTEMS INC | $118,107 | $348,790 |
| 1078 CME GROUP INC | $223,051 | $227,027 |
| 2194 CONOCOPHILLIPS | $218,074 | $254,658 |
| 324 COSTCO WHOLESALE CO | $106,741 | $213,866 |
| 1691 DANAHER CORP | $117,063 | $391,196 |
| 2533 EDWARDS LIFESCIENCES | $172,480 | $193,141 |
| 2202 FIDELITY NATL INFO | $37,886 | $132,274 |
| 2064 FISERV INC | $24,910 | $274,182 |
| 1381 HOME DEPOT INC | $211,758 | $478,586 |
| 2109 HONEYWELL INTL INC | $263,035 | $442,278 |
| 2453 INTERCONTINENTAL EXC | $192,651 | $315,039 |
| 1133 IQVIA HOLDINGS INC | $255,625 | $262,154 |
| 1704 JPMORGAN CHASE & CO | $51,665 | $289,850 |
| 876 LINDE PLC | $175,058 | $359,782 |
| 553 MARTIN MARIETTA MATERIAL | $193,749 | $275,897 |
| 722 MCDONALDS CORP | $201,647 | $214,080 |
| 4603 MICROSOFT CORP | $112,970 | $1,730,912 |
| 2956 MONDELEZ INTL | $157,682 | $214,103 |
| 6099 NEXTERA ENERGY INC | $323,205 | $370,453 |
| 842 NVIDIA CORP | $383,256 | $416,975 |
| 3085 OTIS WORLDWIDE CORP | $152,763 | $276,015 |
| 1720 PEPSICO INC | $141,382 | $292,125 |
| 1591 PIONEER NATURAL RES | $248,346 | $357,784 |
| 1281 PNC FINL SERVICES | $162,087 | $198,363 |
| 1732 QUALCOMM INC | $77,106 | $250,499 |
| 2953 RTX CORP | $125,000 | $248,465 |
| 679 ROPER TECHNOLOGIES | $237,074 | $370,170 |
| 927 S&P GLOBAL INC | $308,232 | $408,362 |
| 1573 SALESFORCE COM | $230,112 | $413,919 |
| 591 STRYKER CORP | $100,745 | $176,981 |
| 1970 TE CONNECTIVITY LTD | $254,671 | $276,785 |
| 544 THERMO FISHER SCNTFC | $70,880 | $288,750 |
| 2362 TJX COMPANIES INC | $58,668 | $221,579 |
| 1871 T-MOBILE US INC | $105,981 | $299,977 |
| 5107 U S BANCORP | $196,071 | $221,031 |
| 1466 UNION PACIFIC CORP | $115,301 | $360,079 |
| 1188 UNITEDHEALTH GRP INC | $28,217 | $625,446 |
| 564 VERALTO CORP | $15,660 | $46,395 |
| 2833 VICI PROPERTIES INC | $81,472 | $90,316 |
| 2918 VISA INC | $157,606 | $759,701 |
| 1046 W E C ENERGY GROUP INC | $94,083 | $88,042 |
| 2639 WALT DISNEY CO | $353,927 | $238,275 |
| 820 ZOETIS INC | $69,690 | $161,843 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,960,380 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,984,451 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 29604 ISHARES MSCI EAFE ETF | FMV | $1,936,990 | $2,230,661 |
| 13878 VANGUARD MID CAP ETF | FMV | $3,070,131 | $3,228,578 |
| 4621 VANGUARD S&P 500 ETF | FMV | $1,715,536 | $2,018,453 |
| 7454 VANGUARD SMALL CAP ETF | FMV | $1,394,271 | $1,590,162 |
| 890 AMERN TOWER CORP | FMV | $120,779 | $192,133 |
| 1399 PROLOGIS INC | FMV | $150,824 | $186,487 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $84 | $84 | $0 |
| FILING FEES | $200 | $0 | $200 |
| OFFICE EXPENSES | $15,751 | $0 | $15,751 |
| INSURANCE | $3,603 | $0 | $3,603 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $71 | $71 | $71 |
| OTHER INVESTMENT INCOME | $32,500 | $32,500 | $32,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $275,528 | $275,528 | $0 |
| MANAGEMENT FEES | $186,000 | $0 | $186,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $1,820 | $1,820 | $0 |
| FEDERAL TAXES | $10,000 | $0 | $0 |
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