2021-04-28T15:15:55-05:00 2020-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA ST 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2020-01-01 946073084 THE HENRY MAYO NEWHALL FOUNDATION C/O KRAMER BLUM AND ASSOCIATES INC HENR 4159812966 PO BOX 6106 SAN RAFAEL CA 94903 ANGELICA C SIMMONS PRESIDENT/DIRECTOR 4159812966 2021-04-28 1 ANGELICA SIMMONS 999009999 KATHLEEN BURRY P00394887 4159818766 2021-04-28 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 49403949 X X 33 33 739648 739648 1264365 21596535 1264365 124 124 2004170 2004170 0 0 0 33965 8735 25230 330399 206843 123556 7759 2759 0 300 0 300 5647 455 5192 378070 218792 154278 2379800 2379800 2757870 218792 2534078 -753700 1785378 2 731340 1060374 1060374 4715298 2598013 2756434 10013157 13779941 29511157 7109749 8389806 8763197 9170468 5158180 7312787 31740014 30986314 49403949 0 0 X 0 0 0 0 31740014 30986314 31740014 30986314 31740014 30986314 31740014 -753700 0 30986314 0 30986314 PUBLICLY TRADED SECURITIES P 14745059 15467990 -722931 -722931 PUBLICLY TRADED SECURITIES P 6805952 4864180 1941772 1941772 CAPITAL GAINS DIVIDENDS P 45524 45524 45524 1264365 24817 0 24817 0 24817 24827 0 0 0 24827 0 10 10 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.NEWHALLFOUNDATION.ORG KRAMER BLUM AND ASSOCIATES INC 4159812966 PO BOX 6106 SAN RAFAEL CA 94903 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANGELICA C SIMMONS PO BOX 6106 SAN RAFAEL CA 94903 PRESIDENT / DIRECTOR 1.00 0 0 0 ANTHONY NEWHALL PO BOX 6106 SAN RAFAEL CA 94903 DIRECTOR 1.00 0 0 0 CAROLINE CONROY PO BOX 6106 SAN RAFAEL CA 94903 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 VICE PRESIDENT / DIRECTOR 1.00 0 0 0 FRANCINE WOODS PO BOX 6106 SAN RAFAEL CA 94903 SECRETARY OF THE BOARD OF DIRECTORS 1.00 0 0 0 GEORGE A NEWHALL 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 NATASHA HUNT 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 DIRECTOR 1.00 0 0 0 JACQUELINE NEWHALL PO BOX 6106 SAN RAFAEL CA 94903 DIRECTOR 1.00 0 0 0 KATHERINE N PERRY MD PO BOX 6106 SAN RAFAEL CA 94903 DIRECTOR 1.00 0 0 0 NONE 0 ATLANTIC TRUST PRIVATE WEALTH MANAGEMENT 4675 MAC ARTHUR CT STE 1150 NEWPORT CA 92660 INVESTMENT MANAGEMENT 206843 KRAMERBLUM AND ASSOCIATIONS PO BOX 6106 SAN RAFAEL CA 94903 FOUNDATION MANAGEMENT 122806 0 0 43995179 1120711 0 45115890 0 0 45115890 676738 44439152 2221958 2221958 24817 24817 2197141 0 2197141 0 2197141 2534078 0 2534078 0 2534078 2197141 0 0 73567 297922 157318 525288 264597 1318692 2534078 0 0 0 2197141 336937 0 0 1655629 0 0 0 0 0 0 73567 1582062 297922 157318 525288 264597 336937 THE HENRY MAYO NEWHALL FOUNDATION C PO BOX 6106 SAN RAFAEL CA 94903 4159812966 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. 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91321 PC FOR MOTIVATING DONOR GIVING AT THE 2019 AUCTION 20000 BOYS & GIRLS CLUB SANTA CLARITA VALLEY 24909 NEWHALL AVE SANTA CLARITA CA 91321 PC TO SUPPORT PROGRAMMING IN THE SANTA CLARITA VALLEY 30000 BRIDGE TO HOME 23752 NEWHALL AVE SANTA CLARITA CA 91321 PC FOR EMERGENCY SHELTER, CASE MANAGEMENT & COUNSELING 30000 CALIFORNIA 4-H FOUNDATION 2801 SECOND STREET DAVIS CA 95618 PC FOR YOUTH DEVELOPMENT PROGRAMMING 100000 CALIFORNIA POLYTECHNIC STATE UNIVERSITY SLO COLLEGE OF AGRICULTURE SAN LUIS OBISPO CA 93407 PC FOR THE NEWHALL INTERNSHIP PROGRAM 50000 CALIFORNIA FARMLAND TRUST 9245 LAGUNA SPRINGS DRIVE SUITE 110 ELK GROVE CA 95758 PC FOR A CONSERVATION EASEMENT ON FIORINI RANCH 40000 CALIFORNIA RANGELAND TRUST 1225 H STREET SACRAMENTO CA 95814 PC FOR CONSERVING RANGELAND IN THE CENTRAL COAST 5000 CALIFORNIA STATE UNIVERSITY FRESNO 2910 E BARSTOW AVE FRESNO CA 93740 PC FOR STUDENT SCHOLARSHIPS, FELLOWSHIPS AND INTERNSHIPS AT JORDAN COLLEGE OF AGRICULTURAL SCIENCES AND TECHNOLOGY 50000 CARE4PAWS PO BOX 60524 SANTA BARBARA CA 93160 PC FOR THE MOBILE COMMUNITY MEDICINE AND SPAY/NEUTER OUTREACH PROGRAM 15000 CAROUSEL RANCH 34289 ROCKING HORSE RD AGUA DULCE CA 91390 PC FOR THE READY TO WORK PROGRAM 25000 CATHOLIC CHARITIES OF LOS ANGELES 1531 JAMES M WOOD BLVD PO BOX 15095 LOS ANGELES CA 900150095 PC FOR EMERGENCY SAFETY NET SERVICES FAMILIES IN CRISIS 20000 CHILD ABUSE LISTENING MEDIATION 210 EAST ENOS DRIVE STE A SANTA MARIA CA 93454 PC TO EXPAND PROGRAMMING FOR TRAUMA-AFFLICTED CHILDREN 25000 CHILD & FAMILY CENTER 21545 CENTRE POINTE PARKWAY SANTA CLARITA CA 91350 PC TO UPGRADE THE FIRE SAFETY SYSTEM AND COMPUTER SERVERS 25000 CHILDREN'S RESOURCE NETWORK-CENTRAL COAST PO BOX 454 PISMO BEACH CA 93448 PC TO DISTRIBUTE BASIC NEEDS ITEMS IN SANTA MARIA 20000 CITY SURF PROJECT 1633 VALENCIA STREET SAN FRANCISCO CA 94110 PC TO INTRODUCE STUDENTS TO SURFING AND ENVIRONMENTAL EDUCATION 35000 CLINIC BY THE BAY 4897 MISSION STREET SAN FRANCISCO CA 94112 PC TO PROVIDE PRIMARY 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93015 PC FOR SCHOLARSHIPS TO COLLEGE-BOUND STUDENTS 24000 FIREBAUGH HIGH SCHOOL 1976 MORRIS KYLE DRIVE FIREBAUGH CA 93622 PC FOR SCHOLARSHIPS TO COLLEGE-BOUND STUDENTS 24000 FRIENDS OF THE URBAN FOREST 1007 GENERAL KENNEDY AVE STE 1 SAN FRANCISCO CA 94129 PC FOR THE GREEN TEENS PROGRAM 20000 FUTURE LEADERS OF AMERICA 110 S LINCOLN ST 207 SANTA MARIA CA 93454 PC FOR THE SANTA MARIA YOUTH LEADERSHIP AND EDUCATION PROJECT 15000 GARDEN FOR THE ENVIRONMENT 1663 MISSION ST SAN FRANCISCO CA 94103 PC FOR GARDEN TRAINING AND ENVIRONMENTAL EDUCATION PROGRAMS 25000 GARDEN FOR THE ENVIRONMENT 1663 MISSION ST SAN FRANCISCO CA 94103 PC FOR VIRTUAL FIELD TRIPS, SELF-GUIDED TOURS AND SMALL IN-PERSON WORKSHOPS 30000 GIBBON CONSERVATION CENTER PO BOX 800249 SANTA CLARITA CA 91380 PC TO PURCHASE A PROPERTY IN NORTHERN SANTA BARBARA COUNTY 30000 GOOD SAMARITAN FAMILY RESOURCE CENTER 1294 POTRERO AVE SAN FRANCISCO CA 94110 PC TO PROVIDE ONLINE ACADEMIC SUPPORT AND FOOD DURING COVID-19 15000 GOOD SAMARITAN 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COUNSELING AND SUPPORT SERVICES 25000 ORCUTT AREA SENIORS IN SERVICE PO BOX 2637 SANTA MARIA CA 93457 PC TO PROVIDE FOOD, PPE, AND SUPPORT SERVICES DURING THE PANDEMIC 20000 ONE STEP A LA VEZ PO BOX 192 FILLMORE CA 93016 PC FOR JOB TRAINING AND SUPPORT SERVICES 20000 OPENHOUSE 65 LAGUNA ST SAN FRANCISCO CA 94102 PC FOR REMOTE PROGRAMS DURING SHELTERING IN PLACE 30000 PARENTS FOR PUBLIC SCHOOLS SAN FRANCISCO 3543 18TH STREET 1 SAN FRANCISCO CA 94110 PC FOR PPS-SF PROGRAMS TO PROMOTE EDUCATIONAL 15000 PIE RANCH 2080 CABRILLO HIGHWAY PESCADERO CA 94060 PC FOR THE YOUTH EDUCATION PROGRAM 25000 PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST 518 GARDEN STREET SANTA BARBARA CA 93101 PC TO PURCHASE PERSONAL PROTECTIVE EQUIPMENT 20000 POINT BLUE CONSERVATION SCIENCE 3820 CYPRESS DR STE 11 PETALUMA CA 94954 PC FOR THE RANGELAND WATERSHED INITIATIVE 25000 THE POSSE FOUNDATION 350 SANSOME STREET 1010 SAN FRANCISCO CA 94104 PC TO PROVIDE HIGH SCHOOL GRADUATES WITH SUPPORT AND MENTORING 25000 SAN 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441195 2807 HONEYWELL INTL INC 357727 597049 150 ICON PLC 27929 29247 3717 INTERCONTINENTAL EXC 253822 428533 265 INTERCONTL HTLS 15279 17257 3586 JOHNSON & JOHNSON 290179 564365 4059 JPMORGAN CHASE & CO 130696 515777 1858 JULIUS BAER GROUP LTD 17540 21478 545 JUST EAT TAKEAWAY 60358 61585 286 LAS VEGAS SANDS CORP 14245 17046 1610 LINDE PLC 263155 424251 3668 LIVENT CORP 30585 69105 12808 LLOYDS BANKING GROUP 19509 25104 656 LONDON STOCK EXCHANGE 19680 20506 259 LVMH MOET HENNESSY LOU 24793 32305 3152 MEDTRONIC PLC 242546 369225 9 MERCADOLIBRE INC 11133 15077 7223 MICROSOFT CORP 256044 1606540 6956 MONDELEZ INTL 363824 406717 72 NEW ORIENTAL EDUCATION 9937 13378 4881 NEXTERA ENERGY INC 204665 376569 1047 NIDEC CORP 21819 33190 882 NINTENDO LTD 46808 71019 262 NOVARTIS AG 22747 24741 899 NUANCE COMMUN INC 30642 39637 4840 O-I GLASS INC 53087 57596 3464 OTIS WORLDWIDE CORP 158282 233993 2577 PEPSICO INC 199505 382169 1574 PIONEER NATURAL RES 246439 179263 2022 PNC FINL SERVICES 255847 301278 3436 QUALCOMM INC 167086 523440 2747 QURATE RETAIL INC 26236 30135 388 RAYMOND JAMES FINL 36622 37120 5232 RAYTHEON TECHNOLOGIES CO 291348 374140 317 RITCHIE BROS AUCTION 19375 22047 778 ROPER TECHNOLOGIES 247979 335390 442 ROYAL DUTCH SHELL 12608 14856 751 S&P GLOBAL INC 251699 246876 1400 SALESFORCE COM 190732 311542 764 SEVEN & I HLDG CO 12575 13569 301 SIEMENS A G 21377 21609 573 SMARTSHEET INC 25822 39703 364 SMITH & NEPHEW GROUP P 14542 15350 2563 SOFTBANK CORP 61794 99086 230 SONY CORP 18641 23253 1156 STITCH FIX INC 29481 67880 1429 STRYKER CORP 116356 350162 677 SUNCOR ENERGY INC 11076 11360 747 SYMRISE AG 25831 24849 493 SYSMEX CORP 20920 29654 301 TAIWAN SEMICONDUCTR 24593 32821 99 TEMENOS AG 15570 14020 1598 TENCENT HOLDINGS 97749 114880 1698 TEXAS INSTRUMENTS 214997 278693 958 THERMO FISHER SCNTFC 126402 446217 6068 TJX COMPANIES INC 217254 414384 4103 T-MOBILE US INC 265868 553290 248 TOKIO MARINE HOLDINGS 11361 13080 95 TRANSDIGM GROUP INC 49136 58791 8037 U S BANCORP 300758 374444 1123 UBISOFT ENTERTAINMENT 18608 21618 1900 UNION PACIFIC CORP 158668 395618 2018 UNITEDHEALTH GRP INC 159590 707672 332 VESTAS WIND SYS AS UTD 16940 25972 2777 VF CORP 83940 237184 3526 VISA INC 178073 771242 1628 WALT DISNEY CO 221367 294961 3125 WASTE MANAGEMENT INC 335633 368531 1290 WELLS FARGO & CO 31161 38932 471 YUM CHINA HOLDINGS INC 26076 26889 2352 ZOETIS INC 247899 389256 2598013 2756434 0 0 1010 SPDR S&P MIDCAP 400 ETF FMV 95758 424119 1195 XENIA HOTELS & RESORTS I FMV 17961 18164 1457 SERVICE PPTYS TR FMV 15242 16741 15652 ALPS CLEAN ENERGY ETF FMV 798565 1254508 159423.976 COHEN & STEERS PREFERRED FMV 2200030 2297299 1654 THE MACERICH CO FMV 16630 17648 1826 PARK HOTELS & RESORTS IN FMV 29290 31316 18562.406 VANGUARD SHORT-TERM INVE FMV 202890 204743 26402.64 BAILLIE GIFFORD INTERNAT FMV 400015 442772 76451.616 CIBC ATLAS MID CAP EQUIT FMV 864615 1539736 8200 ISHARES RUSSELL MID CAP FMV 398806 841730 998 AMERN TOWER CORP FMV 118378 224011 BANK CHARGES 455 455 0 FILING FEES 160 0 160 OFFICE EXPENSES 1817 0 1817 INSURANCE 3215 0 3215 OTHER INVESTMENT INCOME 124 124 124 INVESTMENT MANAGEMENT FEES 206843 206843 0 MANAGEMENT FEES 122806 0 122806 OTHER PROFESSIONAL SERVICES 750 0 750 FOREIGN TAXES WITHHELD 2759 2759 0 FEDERAL TAXES 5000 0 0