THE NELL NEWMAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE NELL NEWMAN FOUNDATION INC (EIN 27-1972605)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202111379349102641
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T19:36:33-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941668792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETRINOVICH PUGH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 WEST SANTA CLARA ST 800 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951131716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271972605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NELL NEWMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NELL | BusinessNameControlTxt |
| Phone | 8313164574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3263 | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD JAMES COX | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8313164574 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | JAMES COX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DOOLIN | PreparerPersonNm |
| PTIN | P00768562 | PTIN |
| Phone | 4082877911 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,587,321 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $787 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $787 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,384 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,073,418 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,384 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $133,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,621 | 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 |
| Legal Fees Rev And Expnss | $12,314 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $616 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,698 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $945 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,955 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $106,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,802 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $95,433 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $258 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $258 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,428 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $235 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,193 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $133,537 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $541,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $528,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$408,014 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,023 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $124,037 | CashBOYAmt |
| Cash EOY | $72,048 | CashEOYAmt |
| Cash EOYFMV | $72,048 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $382,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $273,490 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,490 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,231,830 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,241,783 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,241,783 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,738,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,587,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,587,321 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,315 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,020 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $237,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,315 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $258,520 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,725,129 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,328,801 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,725,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,328,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,738,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,587,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,725,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$408,014 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,686 | OtherIncreasesAmt |
| Subtotal | $1,328,801 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,328,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SCHWAB SHORT TERM GAIN | P | 2020-12-31 | $44,373 | $44,252 | $121 | $121 |
| SCHWAB LONG TERM GAIN | P | 2020-12-31 | $1,029,045 | $1,018,782 | $10,263 | $10,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,384 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $112 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $112 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $509 | 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 | $509 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $397 | OverpaymentAmt |
| Applied To ES Tax | $397 | 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 | 0 | 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 | NELLNEWMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NELL NEWMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8313164574 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MAIJA WEST 883 ABREGO ST | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ELINOR T NEWMAN | ||||||||
| PO BOX 2697 | SANTA CRUZ | CA | 95063 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| ROBERT SCOWCROFT | ||||||||
| 142 HAMMOND AVENUE | SANTA CRUZ | CA | 95062 | SECRETARY | 3.00 | $0 | $0 | $0 |
| EDWARD JAMES COX | ||||||||
| 10213 STONE BRIAR COURT | LAS VEGAS | NV | 89144 | TREASURER | 3.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAW OFFICE OF MAIJA WEST PC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222503 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL AND ADMINISTRATIVE | ServiceTypeTxt |
| Compensation | $101,486 | CompensationAmt |
| 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 | $1,078,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $209,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,287,443 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,287,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,268,131 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $112 | TotalTaxAmt |
| Distributable Before Adj | $63,295 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,295 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $528,537 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $528,537 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $528,537 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,532 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,581 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $112,717 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $459,486 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $701,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,440,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $528,537 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,295 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $465,242 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,906,042 | 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 | $68,532 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,837,510 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,581 | ExcessFromYear4Amt |
| Excess From Year3 | $112,717 | ExcessFromYear3Amt |
| Excess From Year2 | $459,486 | ExcessFromYear2Amt |
| Excess From Year1 | $701,484 | ExcessFromYear1Amt |
| Excess From Current Year | $465,242 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELINOR T NEWMAN | ContributingManagerNm |
| Contributing Manager | EDWARD JAMES COX | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ALASKA MARINE CONSERVATION COUNCIL | |||||||||
| PO BOX 101145 | ANCHORAGE | AK | 99510 | N/A | PC | GENERAL SUPPORT | $5,000 | ||
| BETTER ANGELS PROJECT INC | |||||||||
| PO BOX 363 | LINDSBORG | KS | 67456 | N/A | PC | WOMEN FOR KANSAS | $5,000 | ||
| CENTER FOR RURAL AFFAIRS | |||||||||
| PO BOX 136 | LYONS | NE | 68038 | N/A | PC | NATIONAL SUSTAINABLE AGRICULTURE COALITION | $5,000 | ||
| CIVIL EATS | |||||||||
| 502 E COTATI AVE UNIT 7014 | COTATI | CA | 949311214 | N/A | PC | GENERAL SUPPORT | $4,400 | ||
| COLORADO PLATEAU FOUNDATION | |||||||||
| 113 E BIRCH AVENUE | FLAGSTAFF | AZ | 86001 | N/A | PC | GENERAL SUPPORT | $5,000 | ||
| COMMUNITY AGROECOLOGY NETWORK | |||||||||
| PO BOX 7653 | SANTA CRUZ | CA | 95061 | N/A | PC | COOPERATIVE FARMERS: NICARAGUA & MEXICO AT ECOFARM (INDIGENOUS INDIAN COFFEE FARMERS TO ECOFARM CONFERENCE) | $2,500 | ||
| COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY | |||||||||
| 7807 SOQUEL DRIVE | APTOS | CA | 95003 | N/A | PC | COMMUNITY ACTION BOARD FOR FOOD DISTRIBUTION AND SUPPLIES FOR FARM WORKER FAMILIES AND EMERGENCY RENTAL ASSISTANCE | $15,000 | ||
| COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY | |||||||||
| 7807 SOQUEL DRIVE | APTOS | CA | 95003 | N/A | PC | FIRE RESPONSE FUND | $3,000 | ||
| COOK INLETKEEPER | |||||||||
| 3734 BEN WALTERS LANE | HOMER | AK | 99603 | N/A | PC | GENERAL SUPPORT | $15,000 | ||
| CORNER POST FUND | |||||||||
| PO BOX 105 | ESCALANTE | UT | 84726 | N/A | PC | GENERAL SUPPORT | $10,000 | ||
| EARTHWORKS | |||||||||
| 1612 K STREET NW STE 904 | WASHINGTON | DC | 20006 | N/A | PC | ARO WORKING GROUP PROJECT | $34,000 | ||
| ECOLOGICAL FARMING ASSOCIATION | |||||||||
| 2901 PARK AVENUE STE D-2 | SOQUEL | CA | 95073 | N/A | PC | GENERAL SUPPORT | $1,000 | ||
| ECOTRUST | |||||||||
| 721 NW 9TH AVENUE STE 200 | PORTLAND | OR | 97209 | N/A | PC | GENERAL SUPPORT | $20,000 | ||
| ESSELEN TRIBE OF MONTEREY COUNTY | |||||||||
| PO BOX 95 | CARMEL VALLEY | CA | 93924 | N/A | PC | GENERAL SUPPORT | $3,500 | ||
| FARM COMMONS | |||||||||
| 302 W AUSTIN STREET | DULUTH | MN | 55803 | N/A | PC | GENERAL SUPPORT | $5,000 | ||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||
| 2432 MAIN ST 2ND FLOOR | LONGMONT | CO | 80501 | N/A | PC | FOOD SECURITY FOR TRIBES | $15,000 | ||
| FOOD 4 FARMERS | |||||||||
| 523 ISHAM ROAD | HINESBURG | VT | 05461 | N/A | PC | GENERAL SUPPORT | $20,000 | ||
| FOOD AND ENVIRONMENT REPORTING NETWORK | |||||||||
| 576 FIFTH AVENUE STE 903 | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $5,000 | ||
| FOOD BANK FOR MONTEREY COUNTY | |||||||||
| PO BOX 3965 | SALINAS | CA | 93912 | N/A | PC | GENERAL SUPPORT | $3,500 | ||
| FRIENDS OF ACTION GROUP ON EROSION TECHNOLOGY & CONCENTRATION INC | |||||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | N/A | PC | SYNTHETIC BIO PROJECT | $5,000 | ||
| FRIENDS OF THE EARTH | |||||||||
| 2150 ALLSTON WAY STE 360 | BERKELEY | CA | 94704 | N/A | PC | EMERGING TECHNOLOGIES/SYNTHETIC BIOLOGY PROJECT | $5,000 | ||
| HERITAGE RADIO NETWORK | |||||||||
| 100 BOGART STREET | BROOKLYN | NY | 11206 | N/A | PC | GENERAL SUPPORT | $10,000 | ||
| HOSPICE GIVING FOUNDATION | |||||||||
| 80 GARDEN COURT SUITE 201 | MONTEREY | CA | 93940 | N/A | PC | GENERAL SUPPORT | $3,500 | ||
| KANSAS SAMPLER FOUNDATION INC | |||||||||
| 978 ARAPAHO ROAD | INMAN | KS | 67546 | N/A | PC | GENERAL SUPPORT | $5,000 | ||
| MONTEREY BAY FISHERIES TRUST | |||||||||
| 99 PACIFIC ST SUITE 575-C | MONTEREY | CA | 93940 | N/A | PC | GENERAL SUPPORT | $10,000 | ||
| MONTEREY COUNTRY RAPE CRISIS CENTER | |||||||||
| PO BOX 2630 | MONTEREY | CA | 93942 | N/A | PC | GENERAL SUPPORT | $3,500 | ||
| NATIONAL INDIGENOUS WOMEN'S RESOURCE CENTER | |||||||||
| PO BOX 99 | LAME DEER | MT | 59043 | N/A | PC | GENERAL SUPPORT | $3,500 | ||
| NATIONAL YOUNG FARMERS COALITION | |||||||||
| C/O NATANA ROOTS PO BOX 1074 | HUDSON | NY | 12534 | N/A | PC | GENERAL SUPPORT | $5,000 | ||
| OFEIG NATTURUVERND | |||||||||
| N/A | PC | MAP EFFORTS AND GENERAL SUPPORT | $25,000 | LINDARGATA XXX-XX-XXXX REYKJAVIK | IC | ||||
| ORGANIC FARMING RESEARCH FOUNDATION | |||||||||
| PO BOX 440 | SANTA CRUZ | CA | 95061 | N/A | PC | GENERAL SUPPORT | $5,000 | ||
| PACIFIC REPERTORY THEATRE | |||||||||
| PO BOX 222035 | CARMEL | CA | 93922 | N/A | PC | GENERAL SUPPORT | $3,000 | ||
| PESTICIDE ACTION NETWORK | |||||||||
| 2029 UNIVERSITY AVENUE STE 200 | BERKELEY | CA | 94704 | N/A | PC | GENERAL SUPPORT | $5,000 | ||
| RED WILLOW CENTER | |||||||||
| TAOS PUEBLO PO BOX 2063 | TAOS | NM | 87571 | N/A | PC | GENERAL SUPPORT | $3,500 | ||
| REDFORD CENTER INC | |||||||||
| PO BOX 29144 | SAN FRANCISCO | CA | 94129 | N/A | PC | GREEN PLANET PRODUCTIONS, LLC FOR KISS THE GROUND FILM IMPACT CAMPAIGN | $50,000 | ||
| SANTA CRUZ COMMUNITY VENTURES | |||||||||
| PO BOX 7808 | SANTA CRUZ | CA | 95061 | N/A | PC | GENERAL SUPPORT | $5,000 | ||
| SOUL FIRE FARM INSTITUTE INC | |||||||||
| 1972 NY HWY 2 | PETERSBURG | NY | 12138 | N/A | PC | GENERAL SUPPORT | $5,000 | ||
| STATE INNOVATION EXCHANGE | |||||||||
| PO BOX 260230 | MADISON | WI | 53726 | N/A | PC | GENERAL SUPPORT | $10,000 | ||
| SUSTAINABLE MARKETS FOUNDATION | |||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | CIVIL EATS PROJECT | $15,000 | ||
| TEWA WOMEN UNITED | |||||||||
| PO BOX 397 | SANTA CRUZ | NM | 87567 | N/A | PC | TREE-GENERATION FEST PROJECT | $3,500 | ||
| THE PAINTED TURTLE | |||||||||
| 1300 4TH STREET SUITE 300 | SANTA MONICA | CA | 90401 | N/A | PC | GENERAL SUPPORT | $4,300 | ||
| THE YES LAB INC | |||||||||
| 20 COOPER SQUARE FL 5 | NEW YORK | NY | 10003 | N/A | PC | THE KYLE THIERMANN SHOW PODCAST | $18,000 | ||
| TIDES CENTER | |||||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 941399385 | N/A | PC | NESAWG | $1,000 | ||
| TSNE MISSIONWORKS | |||||||||
| 89 SOUTH STREET 700 | BOSTON | MA | 02111 | N/A | PC | REAL FOOD CHALLENEGE | $5,000 | ||
| UPSTATE FOREVER | |||||||||
| 507 PETTIGRU ST | GREENVILLE | SC | 29601 | N/A | PC | GENERAL SUPPORT | $4,300 | ||
| WOMEN'S RIGHT & EMPOWERMENT NETWORK (SCWREN) | |||||||||
| 1201 MAIN STREET SUITE 320 | COLUMBIA | SC | 29201 | N/A | PC | GENERAL SUPPORT | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,000 | 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 | $787 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,450 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,384 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN FEE INCOME | Desc |
| Unrelated Business Taxbl Incm | $12,500 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,500 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,621 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,121 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EDWARD JAMES COX | ||||||
| 1 | 10213 STONE BRIAR CT | LAS VEGAS | NV | 89144 | $25,000 | Yes (X) |
| JOANNE W NEWMAN | ||||||
| 2 | C/O MURPHY KRESS 2401 MAIN STREET | SANTA MONICA | CA | 90405 | $75,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,900 | Amt |
| Net Investment Income | $945 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,955 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | FMV | $954,283 | $954,283 |
| SAFE AGREEMENT - SALMON NATION TRUST, LLC | AT COST | $287,500 | $287,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,314 | LegalFeesAmt |
| Net Investment Income | $616 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,698 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $235 | $235 | $0 |
| BOARD EXPENSES | $59 | $0 | $59 |
| DUES & SUBSCRIPTIONS | $2,819 | $0 | $2,819 |
| FEES AND PERMITS | $14 | $0 | $14 |
| INTERNET & WEBSITE | $528 | $0 | $528 |
| MEMBERSHIP FEES | $4,535 | $0 | $4,535 |
| OFFICE SUPPLIES | $238 | $0 | $238 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN FEE INCOME | Desc |
| Revenue And Expenses Per Books | $12,500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $12,500 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $11,686 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED EQUITY INVESTMENT - TIDES FOUNDATION | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $237,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $3,400 | $0 | $3,400 |
| PROFESSIONAL FEES | $96,877 | $4,844 | $92,033 |
| INVESTMENT MANAGEMENT FEES | $5,958 | $5,958 | $0 |
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