NEWTH & CLAUDIA MORRIS FOUNDATION

HUNT VALLEY, MD 21031 EIN 814684585

https://N/A
$3.8M Total Assets (2023)
$190K Avg Yearly Giving (2022–2023)
$380K Giving on File
(2 yrs)
35 Grants on File
$11K Avg Grant Size

About

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

Accepts Unsolicited Proposals No — Preselected Only
Phone 4105803172

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
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

Minimum
$1K
25th Pctl
$2K
Median
$5K
Average
$11K
75th Pctl
$10K
Maximum
$40K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
ARTHUR N MORRIS IV TRUSTEE
CLAUDIA M VILLAMIZAR TRUSTEE

Grants Awarded (35 total)

RecipientLocationAmountPurposeYear
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