2020-11-05T12:15:23-06:00 2019-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA ST 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2019-01-01 946073084 THE HENRY MAYO NEWHALL FOUNDATION C/O KRAMER BLUM AND ASSOCIATES INC HENR 4159812966 57 POST STREET NO 510 SAN FRANCISCO CA 94104 ANGELICA C SIMMONS PRESIDENT/DIRECTOR 4159812966 2020-11-02 1 KATHLEEN BURRY P00394887 4159818766 2020-11-02 12.2.150.130 2020-11-02 13:58:22 PS P 8AEBC788AEB873212828E981F5353148B001F80D 8AEBC788AEB873212828E981F5353148B001F80D 2019 2021-04-22 16:20:28Z X 45520276 X X 76 76 720083 720083 1383183 12807489 1383183 161211 161211 2264553 2264553 0 0 0 52283 25561 26721 345967 200069 145898 1960 1960 0 22704 0 22704 7964 363 7601 430878 227953 202924 2204950 2204950 2635828 227953 2407874 -371275 2036600 2 2 3357772 731340 731340 7867935 4715298 4754985 10987850 10013157 21936939 5207825 7109749 7258583 4689907 9170468 10838427 32111289 31740014 45520276 0 0 X 0 0 0 0 32111289 31740014 32111289 31740014 32111289 31740014 32111289 -371275 0 31740014 0 31740014 PUBLICLY TRADED SECURITIES P 6158294 6225862 -67568 -67568 PUBLICLY TRADED SECURITIES P 6571679 5198444 1373235 1373235 CAPITAL GAINS DIVIDENDS P 77516 77516 77516 1383183 0 2632297 42536743 0.061883 2143879 41283135 0.051931 2220703 38633714 0.057481 2094075 41399629 0.050582 2195757 41214465 0.053276 0.275153 0.055031 43272861 2381349 20366 2401715 2407874 X 20366 0 20366 0 20366 40193 0 0 40193 0 19827 19827 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A KRAMER BLUM AND ASSOCIATES INC 4159812966 57 POST STREET SAN FRANCISCO CA 94104 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 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 PRESIDENT / DIRECTOR 1.00 0 0 0 ANTHONY NEWHALL 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 DIRECTOR 1.00 0 0 0 CAROLINE CONROY 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 DIRECTOR 1.00 0 0 0 DAVID S NEWHALL 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 DIRECTOR 1.00 0 0 0 DONNA CHESEBROUGH 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 VICE PRESIDENT / DIRECTOR 1.00 0 0 0 FRANCINE WOODS 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 SECRETARY OF THE BOARD OF DIRECTORS 1.00 0 0 0 GEORGE A NEWHALL 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 DIRECTOR 1.00 0 0 0 JENNIFER N PONT 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 TREASURER / DIRECTOR 1.00 0 0 0 NATASHA HUNT 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 DIRECTOR 1.00 0 0 0 PRUDENCE J NOON 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 DIRECTOR 1.00 0 0 0 ROGER B NEWHALL 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 EMERITUS / DIRECTOR 1.00 0 0 0 AMY CHESEBROUGH 57 POST STREET SUITE 510 SAN FRANCISCO CA 94104 DIRECTOR 1.00 0 0 0 NONE 0 ATLANTIC TRUST PRIVATE WEALTH MANAGEMENT 4675 MAC ARTHUR CT STE 1150 NEWPORT CA 92660 INVESTMENT MANAGEMENT 200069 KRAMERBLUM AND ASSOCIATIONS 57 POST STREET SAN FRANCISCO CA 94104 FOUNDATION MANAGEMENT 145898 0 0 42559525 1372314 0 43931839 0 0 43931839 658978 43272861 2163643 2163643 20366 20366 2143277 0 2143277 0 2143277 2407874 0 2407874 20366 2387508 2143277 0 0 187042 73567 297922 157318 525288 1241137 2407874 0 0 0 2143277 264597 0 0 1505734 0 0 0 0 0 0 187042 1318692 73567 297922 157318 525288 264597 THE HENRY MAYO NEWHALL FOUNDATION C 57 POST STREET SAN FRANCISCO CA 94104 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. NONE NONE 826 VALENCIA-MISSION CENTER 826 VALENCIA STREET SAN FRANCISCO CA 94110 PC FOR GENERAL SUPPORT 20000 AAUW SANTA CLARITA VALLEY BRANCH PO BOX 800354 NEWHALL CA 91380 PC FOR TECH TREK CAMP SCHOLARSHIPS 7000 ALLAN HANCOCK COLLEGE FOUNDATION 800 S COLLEGE DR B-106 SANTA MARIA CA 93456 PC FOR AGRICULTURE PROGRAM SCHOLARSHIPS 10000 AMERICAN SCORES BAY AREA 1885 MISSION ST SAN FRANCISCO CA 94103 PC FOR AFTERSCHOOL SOCCER PROGRAM 25000 ART WITH ELDERS 236 WEST PORTAL AVENUE 845 SAN FRANCISCO CA 94127 PC FOR ART CLASSES FOR LOW-INCOME SENIOR LIVING COMMUNITIES 10000 ARTREE COMMUNITY ARTS CENTER PO BOX 220801 NEWHALL CA 91322 PC FOR ARTS EDUCATION PROGRAMS FOR CHILDREN AND ADULTS 5000 BOXTALES THEATRE COMPANY PO BOX 91521 SANTA BARBARA CA 93190 PC FOR ARTS EDUCATION PROGRAMS IN SANTA MARIA VALLEY SCHOOLS 5000 BOY SCOUTS OF AMERICA LOS PADRES COUNCIL 4000 MODOC ROAD SANTA BARBARA CA 93110 PC FOR REBUILDING RANCHO ALEGRE OUTDOOR SCHOOL 15000 BOYS & GIRLS CLUB OF MID-CENTRAL COAST 901 NO RAILROAD AVE SANTA MARIA CA 93458 PC FOR THE BRAIN GAIN LEARNING PROGRAM 30000 BOYS & GIRLS CLUB OF SANTA CLARA VALLEY PO BOX 152 SANTA PAULA CA 93061 PC FOR THE FILLMORE CLUBHOUSE ART PROGRAMS 9200 BOYS & GIRLS CLUB OF SANTA CLARA PO BOX 152 SANTA PAULA CA 93061 PC FOR PIRU CLUBHOUSE ART PROGRAM 15000 BOYS & GIRLS CLUB OF SANTA CLARITA VALLEY 24909 NEWHALL AVE SANTA CLARITA CA 91321 PC FOR CHALLENGE GRANT TO SUPPORT THE 2019 AUCTION 20000 BOYS & GIRLS CLUB SANTA CLARITA VALLEY 24909 NEWHALL AVE SANTA CLARITA CA 91321 PC FOR CORE CLUBHOUSE PROGRAMS 30000 BRIDGE TO HOME 23752 NEWHALL AVE SANTA CLARITA CA 91321 PC FOR THE EMERGENCY SHELTER & COUNSELING SERVICES 25000 CALIFORNIA 4-H FOUNDATION 2801 SECOND STREET DAVIS CA 95618 PC FOR FEE WAIVERS FOR ELIGIBLE YOUTH TO PARTICIPATE 36500 CALIFORNIA RANGELAND TRUST 1225 H STREET SACRAMENTO CA 95814 PC FOR RANGELAND CONSERVATION ON CENTRAL CALIFORNIA COAST 15000 CALIFORNIA STATE UNIVERSITY FRESNO 2910 E BARSTOW AVE FRESNO CA 93740 PC FOR AGRICULTURE & TECHNOLOGY STUDENT SCHOLARSHIPS 50000 CANAL ALLIANCE 91 LARKSPUR STREET SAN RAFAEL CA 94901 PC FOR THE UNIVERSITY PREP PROGRAM 25000 CAROUSEL RANCH 34289 ROCKING HORSE RD AGUA DULCE CA 91390 PC FOR THE READY TO WORK JOB TRAINING PROGRAM 25000 CENTRAL COAST AQUARIUM 50 SAN JUAN STREET AVILA BEACH CA 93424 PC FOR MARINE SCIENCE EDUCATION PROGRAMS 10000 CHILD & FAMILY CENTER 21545 CENTRE POINTE PARKWAY SANTA CLARITA CA 91350 PC FOR MENTAL HEALTH SERVICES FOR DOMESTIC VIOLENCE VICTIMS 25000 CHILDREN'S RESOURCE NETWORK-CENTRAL COAST PO BOX 454 PISMO BEACH CA 93448 PC FOR DISTRIBUTION OF CLOTHING, BOOKS AND SCHOOL RESOURCES TO NEEDY YOUTH 20000 CITY SURF PROJECT 1633 VALENCIA STREET SAN FRANCISCO CA 94110 PC FOR THE ENVIRONMENTAL EDUCATION AND LIFE SKILLS SCHOLASTIC PROGRAM 30000 CLINIC BY THE BAY 4897 MISSION STREET SAN FRANCISCO CA 94112 PC FOR THE PRIMARY AND PREVENTIVE HEALTH CARE PROGRAM FOR UNINSURED WORKERS 25000 CODE NATION 995 MARKET ST 2ND FL SAN FRANCISCO CA 94103 PC FOR AN INTRODUCTORY CODING PROGRAM FOR HIGH SCHOOL STUDENTS 25000 COMMUNITY TECH NETWORK 1390 MARKET STREET STE 200 SAN FRANCISCO CA 94102 PC FOR THE TECH CONNECT PROGRAM FOR SPANISH-SPEAKING SENIORS 15000 CURRY SENIOR CENTER 333 TURK STREET SAN FRANCISCO CA 94102 PC FOR THE TECH SKILLS TRAINING PROGRAM FOR LOW INCOME SENIORS 20000 CUYAMA VALLEY FAMILY RESOURCE CENTER PO BOX 5 4689 HIWAY 166 NEW CUYAMA CA 93254 PC FOR THE FAMILY EMPOWERMENT PROGRAMS FOR CUYAMA VALLEY RESIDENTS 25000 DONORS CHOOSEORG 134 W 37TH ST 11TH FLOOR NEW YORK NY 10018 PC FOR CLASSROOM PROJECTS IN PUBLIC SCHOOLS 20000 DRAWBRIDGE PO BOX 2698 SAN RAFAEL CA 94912 PC FOR WEEKLY ARTS PROGRAMMING FOR CHILDREN LIVING IN EMERGENCY HOUSING SHELTERS 10000 ENTERPRISE FOR YOUTH 200 PINE ST FLOOR 6 SAN FRANCISCO CA 94104 PC FOR THE PATHWAYS & CAREER EXPLORATION PROGRAMS 20000 FAMILY SERVICE AGENCY SANTA BARBARA COUNTY 123 WEST GUTIERREZ ST SANTA BARBARA CA 93101 PC FOR MENTORING, COUNSELING AND SUPPORT SERVICES FOR SANTA MARIA YOUTH 25000 FIGHTING BACK SANTA MARIA VALLEY 201 S MILLER STREET STE 107 SANTA MARIA CA 93454 PC FOR PROGRAMS TO IMPROVE THE EDUCATIONAL OUTCOMES OF FOSTER CARE STUDENTS 30000 FILLMORE HIGH SCHOOL 555 CENTRAL AVENUE FILLMORE CA 93015 PC FOR THE SCHOLARSHIP PROGRAM FOR COLLEGE-BOUND GRADUATES 24000 FIREBAUGH HIGH SCHOOL 1976 MORRIS KYLE DRIVE FIREBAUGH CA 93622 PC FOR THE SCHOLARSHIP PROGRAM FOR COLLEGE-BOUND GRADUATES 24000 FOOD BANK OF SANTA BARBARA COUNTY 4554 HOLLISTER AVE SANTA BARBARA CA 93110 PC FOR FOOD DISTRIBUTION AND EDUCATION PROGRAMS IN SANTA MARIA VALLEY 35000 FOSTERING YOUTH INDEPENDENCE PO BOX 801604 SANTA CLARITA CA 91380 PC FOR THE 2020 EMPOWERMENT RETREAT FOR FOSTER YOUTH 8000 FRIENDS OF THE URBAN FOREST 1007 GENERAL KENNEDY AVE STE 1 SAN FRANCISCO CA 94129 PC FOR THE GREEN TEENS JOB TRAINING PROGRAM FOR AT-RISK YOUTH 25000 GIRLVENTURES 3543 18TH STREET 18 SAN FRANCISCO CA 94110 PC FOR OUTDOOR EDUCATION AND LEADERSHIP PROGRAMS FOR TEEN GIRLS 25000 GIRLS ON THE 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