NEWTH & CLAUDIA MORRIS FOUNDATION
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NEWTH & CLAUDIA MORRIS FOUNDATIONE.I.N.: 81-46845852021 FORM 990-PFPART XII, LINE 3BAMOUNTS SET ASIDE - CASH DISTRIBUTION TEST THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH TREAS. REG. 53.4942(A)-3(B)(7)(II): (A) THE NEWTH & CLAUDIA MORRIS FOUNDATION (THE "FOUNDATION") IS SETTING ASIDE FUNDS TO DEVELOP AN ENDOWMENT FUND FROM WHICH GRANTS WILL BE MADE TO PUBLICLY SUPPORTED CHARITIES IN FURTHERANCE OF THEIR LONG-TERM SUPERVISED CHARITABLE PROJECTS. (B) THE AMOUNTS SET ASIDE FOR THE PROJECTS DESCRIBED ABOVE WILL ACTUALLY BE PAID WITHIN A PERIOD OF TIME THAT ENDS NOT MORE THAN 60 MONTHS AFTER THE DATE OF THE SET-ASIDE. (C) THE PROJECTS DESCRIBED ABOVE WILL NOT BE COMPLETED BEFORE THE END OF THE TAXABLE YEAR OF THE FOUNDATION IN WHICH THE SET ASIDE IS MADE. (D) THE DISTRIBUTABLE AMOUNT DETERMINED UNDER 4942(D) FOR PAST TAXABLE YEARS IN THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS:YEAR OF CREATION: 2016START-UP PERIOD DISTRIBUTABLE AMOUNT START-UP PERIOD MIN DIST.2017 $155,629 20% $31,1262018 $166,844 40% $66,738 2019 $157,068 60% $94,2412020 $144,161 80% $115,329 (E) AGGREGATE DISTRIBUTIONS FOR CHARITABLE PURPOSES DURING THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS:START-UP PERIOD DISTRIBUTABLE AMOUNT CASH DISTRIBUTIONS NET2017 $155,629 $0 $155,6292018 $166,844 $100,000 $66,844 2019 $157,068 $121,690 $35,3782020 $144,161 $86,500 $57,6612021 $0 $315,512 ($315,512)TOTAL $623,702 $623,702 $0
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | N/A | $4.4M | $141K | N/A |
| 2022 | $178K | $3.4M | $160K | 16 |
| 2023 | $201K | $3.8M | $90K | 19 |
Grant Size Distribution
Based on 35 grants on record
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| ARTHUR N MORRIS IV | TRUSTEE | — |
| CLAUDIA M VILLAMIZAR | TRUSTEE | — |
Grants Awarded (35 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| COLORADO SCHOOL OF MINES FOUNDATION | GOLDEN, CO | $40,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| EASTER SEALS CALIFORNIA | IRVINE, CA | $35,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| RANDOLPH-MACON ACADEMY | FRONT ROYAL, VA | $35,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| EASTER SEALS CALIFORNIA | IRVINE, CA | $35,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2022 |
| RANDOLPH-MACON ACADEMY | FRONT ROYAL, VA | $30,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2022 |
| HIS HEART MISSIONS | MOORESVILLE, NC | $30,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| HIS HEART MISSIONS | MOORESVILLE, NC | $30,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2022 |
| COLORADO SCHOOL OF MINES FOUNDATION | GOLDEN, CO | $30,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2022 |
| THE AUTISM COMMUNITY IN ACTION | IRVINE, CA | $10,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2022 |
| THE AUTISM COMMUNITY IN ACTION | IRVINE, CA | $10,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| SURFERS HEALING FOUNDATION | SAN JUAN CAPISTRANO, CA | $10,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| SURFERS HEALING FOUNDATION | SAN JUAN CAPISTRANO, CA | $10,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2022 |
| BOYS AND GIRLS OF LAGUNA BEACH | LAGUNA BEACH, CA | $5,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| JF SHEA THERAPEUTIC RIDING CENTER | SAN JUAN CAPISTRANO, CA | $5,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2022 |
| LAGUNA BEACH EDUCATIONAL FOUNDATION | LAGUNA BEACH, CA | $5,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2022 |
| NEO PHILOSOPHY INC | NEW YORK, NY | $5,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2022 |
| PROJECT ACCESS INC | ORANGE, CA | $5,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2022 |
| JF SHEA THERAPEUTIC RIDING CENTER | SAN JUAN CAPISTRANO, CA | $5,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| PROJECT ACCESS INC | ORANGE, CA | $5,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| SCHOOL POWER LAGUNA BEACH EDUCATIONAL FOUNDATION | LAGUNA BEACH, CA | $5,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| A-T CHILDREN'S PROJECT | COCONUT CREEK, FL | $3,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| HOPE IN MOTION INTERNATIONAL | NEWPORT BEACH, CA | $3,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| DO CANCER | RCHO SANTA FE, CA | $3,000 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| MAMMOTH MOUNDATION COMMUNITY FOUNDATION | MAMMOTH LAKES, CA | $2,500 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2023 |
| MOPS INTERNATIONAL | DENVER, CO | $2,500 | TO SUPPORT THE ORGANIZATION'S PROGRAMS | 2022 |