THE NELL NEWMAN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE NELL NEWMAN FOUNDATION INC (EIN 27-1972605)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-21
- IRS object ID
- 201901419349100615
- Schema version
- 2018v3.1
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-21T13:39:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DOOLIN | PreparerPersonNm |
| PTIN | P00768562 | PTIN |
| Phone | 4082877911 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.236.90.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-21 | IPDt |
| IP Tm | 11:39:08 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6CAE159D54555703DFDDC44F867C2C475FF398F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 217C16F4B0D940C54CCF713A35B92B69E0093937 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,460,490 | 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 | $3,033,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,192 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,192 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,860 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,860 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,077,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,098 | 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 | $20,224 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,011 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,213 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $195 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,705 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,320 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,824 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,496 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,885 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,885 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,685 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,964 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,721 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $484,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $484,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $605,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $594,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,471,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,104 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,189 | CashBOYAmt |
| Cash EOY | $172,168 | CashEOYAmt |
| Cash EOYFMV | $172,168 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $35,058 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,058 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,253,264 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,253,264 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,460,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,460,490 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $7,455 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,455 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $25,189 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,453,035 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,453,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,460,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,471,584 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,630 | OtherIncreasesAmt |
| Subtotal | $2,500,403 | SubtotalAmt |
| Other Decreases | $47,368 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,453,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SCHWAB SHORT-TERM BOND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-02-09 | AcquiredDt |
| Sold | 2018-12-21 | SoldDt |
| Gross Sales Price | $7,780 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,734 | CostOrOtherBasisAmt |
| Gain Or Loss | $46 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $46 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $117,202 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $89,703 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.306556 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,784 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $84,059 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.222760 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,228 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $53,921 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.320970 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $261,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $275,759 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.948382 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $464,324 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $231,838 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.002795 | DistributionYr5Rt |
| Total Distribution | 6.801463 | TotalDistributionRt |
| Average Distribution | 1.360293 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,713,911 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,691,714 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $331 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,692,045 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $594,520 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $27 | EsPenaltyAmt |
| Tax Due | $689 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 |
| Individual With Books | THE NELL NEWMAN FOUNDATION INC | IndividualWithBooksNm |
| Phone | 8313164574 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MAIJA WEST 916A W CARMEL VALLEY | AddressLine1Txt |
| Address Line2 | RD | AddressLine2Txt |
| City | CARMEL VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93924 | 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 NELL NEWMAN | ||||||||
| PO BOX 2697 | SANTA CRUZ | CA | 95063 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| ROBERT BOB SCOWCROFT | ||||||||
| 142 HAMMOND AVENUE | SANTA CRUZ | CA | 95062 | SECRETARY | 3.00 | $0 | $0 | $0 |
| EDWARD JAMES COX | ||||||||
| 505 36TH AVENUE | SANTA CRUZ | CA | 95062 | 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 | MAIJA WEST | 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 | $62,929 | 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 | $2,129,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $626,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,755,240 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,755,240 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,713,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $662 | TotalTaxAmt |
| Distributable Before Adj | $135,034 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,034 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,034 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $594,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $594,520 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $594,520 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,034 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $452,732 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $247,737 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,532 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,581 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $112,717 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $980,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $594,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,034 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $459,486 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,439,785 | 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 | $452,732 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $987,053 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $247,737 | ExcessFromYear4Amt |
| Excess From Year3 | $68,532 | ExcessFromYear3Amt |
| Excess From Year2 | $98,581 | ExcessFromYear2Amt |
| Excess From Year1 | $112,717 | ExcessFromYear1Amt |
| Excess From Current Year | $459,486 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELINOR NELL NEWMAN | ContributingManagerNm |
| Contributing Manager | EDWARD JAMES COX | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVENUE SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | NASDA PROJECT | $1,000 |
| CAUSECENTRIC PRODUCTIONS INC | |||||||
| PO BOX 405 | STONERIDGE | NY | 12484 | N/A | PC | FISCAL SPONSOR GRANT TO TRIBES ON THE EDGE FILM PROJECT | $30,000 |
| CITY OF WATSONVILLE | |||||||
| 250 MAIN STREET | WATSONVILLE | CA | 95076 | N/A | PC | ENVIRONMENTAL SCIENCE WORKSHOP | $15,000 |
| ENVIRONMENT IN THE PUBLIC INTEREST | |||||||
| EPI-CENTER 1013 MONTEREY STREET | SAN LUIS OBISPO | CA | 93401 | N/A | PC | HABITAT & WATERSHED CARETAKERS PROJECT | $15,000 |
| FOODWHAT INCORPORATED | |||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | N/A | PC | GENERAL SUPPORT | $15,000 |
| UNITED WAY OF SANTA CRUZ COUNTY | |||||||
| PO BOX 1458 | CAPITOLA | CA | 95010 | N/A | PC | AZTECA YOUTH SOCCER ACADEMY PROJECT | $1,000 |
| FRIENDS OF ACTION GROUP ON EROSION TECHNOLOGY & CONCENTRATION INC | |||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | N/A | PC | SYNTHETIC BIO PROJECT | $10,000 |
| FOOD AND ENVIRONMENT REPORTING NETWORK | |||||||
| 576 FIFTH AVE STE 903 | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT AND LISA HAMILTON BOOK PROJECT | $15,000 |
| SUSTAINABLE MARKETS FOUNDATION | |||||||
| 45 WEST 36TH ST 6TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | CIVIL EATS PROJECT | $15,000 |
| ORGANIC SEED ALLIANCE | |||||||
| PO BOX 772 | PORT TOWNSEND | WA | 98368 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ORGANIC FARMING RESEARCH FOUNDATION | |||||||
| PO BOX 440 | SANTA CRUZ | CA | 95061 | N/A | PC | GENERAL SUPPORT | $5,000 |
| APPALACHIAN CENTER FOR THE ECONOMY AND THE ENVIRONMENT | |||||||
| PO BOX 507 | LEWISBURG | WV | 24901 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE RON FINLEY PROJECT | |||||||
| PO BOX 3664 | BEVERLY HILLS | CA | 90210 | N/A | PC | GANGSTA GARDEN PROJECT | $10,000 |
| ACTION COUNCIL OF MONTEREY COUNTY | |||||||
| 406 CROCKER AVENUE | PACIFIC GROVE | CA | 93950 | N/A | PC | IMMIGRATION TASK FORCE | $2,000 |
| REAL FOOD MEDIA | |||||||
| 10 MILK STREET SUITE 610 | BOSTON | MA | 02108 | N/A | PC | GENERAL SUPPORT | $5,000 |
| KANSAS RURAL CENTER | |||||||
| 4021 SW 10TH STREET 337 | TOPEKA | KS | 66604 | N/A | PC | (HUGO'S PROJECT) SW KANSAS RESEARCH AND OUTREACH PROJECT: IMMIGRANT AND REFUGEE POPULATION FOOD AND FARMING ASSESSMENT | $5,000 |
| COOK INLETKEEPER | |||||||
| 3734 BEN WALTERS LANE | HOMER | AK | 99603 | N/A | PC | GENERAL SUPPORT | $10,000 |
| TIDES CENTER | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | NESAWG ANNUAL CONFERENCE | $8,000 |
| FARM AID INC | |||||||
| 501 CAMBRIDGE STREET THIRD FLOOR | CAMBRIDGE | MA | 02141 | N/A | PC | GENERAL SUPPORT | $5,000 |
| THE YES LAB INC | |||||||
| 20 COOPER SQUARE | NEW YORK | NY | 10003 | N/A | PC | MOTHER FUCKER AWARDS PROJECT | $50,000 |
| NEW MEXICO IMMIGRANT LAW CENTER | |||||||
| PO BOX 7040 | ALBUQUERQUE | NM | 87194 | N/A | PC | REUNIFICATION PROJECT | $10,000 |
| KANSAS SAMPLER FOUNDATION INC | |||||||
| 978 ARAPAHO ROAD | INMAN | KS | 67546 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WESTERN ENVIRONMENTAL LAW CENTER (WELC) | |||||||
| 120 SHELTON MCMURPHEY BLVD STE 340 | EUGENE | OR | 97401 | N/A | PC | GENERAL SUPPORT AND ROCKY MOUNTAINS MONTANA OFFICE | $20,000 |
| SAVE THE WAVES COALITION | |||||||
| PO BOX 183 | DAVENPORT | CA | 95017 | N/A | PC | GENERAL SUPPORT | $20,000 |
| NORTHWEST ATLANTIC MARINE ALLIANCE | |||||||
| 222 MAIN STREET | GLOUCESTER | MA | 01930 | N/A | PC | GENERAL SUPPORT | $10,000 |
| PESTICIDE ACTION NETWORK (PAN) | |||||||
| 2029 UNIVERSITY AVE SUITE 200 | BERKELEY | CA | 94704 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SOUL FIRE FARM INSTITUTE INC | |||||||
| 1972 NY HWY 2 | PETERSBURG | NY | 12138 | N/A | PC | GENERAL SUPPORT | $2,500 |
| THE SIERRA FUND | |||||||
| 103 PROVIDENCE MINE ROAD SUITE 101 | NEVADA CITY | CA | 95959 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WESTERN ORGANIZATION OF RESOURCE COUNCILS (WORC) | |||||||
| 220 SOUTH 27TH ST | BILLINGS | MT | 59101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WINDWARD FUND | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | CASTANEA FELLOWSHIP PROJECT | $10,000 |
| ECOTRUST (FOOD&FARMS) | |||||||
| 721 NW 9TH AVENUE SUITE 200 | PORTLAND | OR | 97209 | N/A | PC | FOOD & FARMS, FISHERIES, INDIGENOUS COMMUNITIES, AND LEARNING & IMPACT INITIATIVE | $50,000 |
| SANTA CRUZ COMMUNITY VENTURES | |||||||
| PO BOX 7808 | SANTA CRUZ | CA | 95061 | N/A | PC | GENERAL SUPPORT | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | STATES THAT THEY THINK HAVE THE HIGHEST NEED | $30,000 |
| NATIONAL YOUNG FARMERS COALTION | |||||||
| PO BOX 1074 | HUDSON | NY | 12534 | N/A | PC | NATIONAL YOUNG FARMERS COALITION 2018 ANNUAL LEADERSHIP CONVERGENCE | $5,000 |
| SOUTH CAROLINA WOMEN'S RIGHTS AND EMPOWERMENT NETWORK | |||||||
| 1201 MAIN STREET SUITE 320 | COLUMBIA | SC | 29201 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ECOLOGICAL FARMING ASSOCIATION | |||||||
| 2901 PARK AVENUE SUITE D-2 | SOQUEL | CA | 95073 | N/A | PC | ECOFARM SCHOLARSHIP FUND [IN HONOR OF TOM MELLO] | $5,000 |
| EARTHWORKS | |||||||
| 1612 K ST NW SUITE 904 | WASHINGTON | DC | 20006 | N/A | PC | ARO WORKING PROJECT - PHASE 1 FUNDING | $25,000 |
| ALASKA MARINE CONSERVATION COUNCIL | |||||||
| PO BOX 101145 | ANCHORAGE | AK | 99510 | N/A | PC | YOUNG FISHERMANS NETWORK | $5,000 |
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||
| 2432 MAIN STREET FLOOR 2 | LONGMONT | CO | 80501 | N/A | PC | NATIVE AGRICULTURE AND FOOD SYSTEMS INITIATIVE | $10,000 |
| ORGANIC CENTER FOR EDUCATION AND PROMOTING INC | |||||||
| 444 N CAPITOL ST NW SUITE 445A | WASHINGTON | DC | 20001 | N/A | PC | STARTUP FOR THE ECOLOGICAL AGRICULTURE POLICY RESOURCES PROJECT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $484,500 | 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 | $1,192 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,860 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,098 | 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 |
|---|---|---|---|---|---|---|
| ELINOR T NEWMAN | ||||||
| 1 | PO BOX 2697 | SANTA CRUZ | CA | 95063 | $30,000 | Yes (X) |
| EDWARD JAMES COX | ||||||
| 2 | 10213 STONE BRIAR COURT | LAS VEGAS | NV | 89144 | $3,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,900 | Amt |
| Net Investment Income | $195 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,705 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,253,264 | BookValueAmt |
| EOYFMV | $2,253,264 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,224 | LegalFeesAmt |
| Net Investment Income | $1,011 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,213 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOIDED CHECK | Desc |
| BOY Book Value | $5,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS PAID IN 2017 NOT REPORTED ON FORM 990-PF | $10,000 |
| UNREALIZED LOSS | $33,738 |
| IN-KIND EXPENSE | $3,630 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $6,196 | $0 | $6,196 |
| INTERNET & WEBSITE | $421 | $0 | $421 |
| POSTAGE | $96 | $0 | $96 |
| INSURANCE | $1,251 | $0 | $1,251 |
| BANK SERVICE CHARGES | $85 | $85 | $0 |
| OFFICE SUPPLIES | $24 | $0 | $24 |
| MEMBERSHIP FEES | $762 | $0 | $762 |
| FEES AND PERMITS | $12 | $0 | $12 |
| BOARD EXPENSES | $959 | $0 | $959 |
| INVESTMENT MANAGEMENT FEES | $5,879 | $5,879 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN-KIND REVENUE | Desc |
| Amt | $3,630 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $1,850 | $0 | $1,850 |
| PROFESSIONAL FEES | $76,470 | $3,824 | $72,646 |
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