Nonprofit · EIN 81-4684585
NEWTH & CLAUDIA MORRIS FOUNDATION
Tax-exempt · LAGUNA BEACH, CA 92651
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $107,398 | $254,680 | -$147,282 | $2,882,996 | $0 | $2,882,996 |
| December 31, 2023 | 990-PF | $89,742 | $228,084 | -$138,342 | $2,995,962 | $0 | $2,995,962 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $67,459
- Net gain from sales of assets
- -$24,871
- Other income
- $64,810
Expenses
- Grants and similar amounts paid
- $223,994
- Compensation of officers, directors and key employees
- $700
- Disbursements for charitable purposes
- $223,994
- Excise tax on investment income
- $1,587
Balance sheet and other
- Total assets, start of year
- $2,995,962
- Total assets, end of year
- $2,882,996
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,882,996
- Fair market value of assets
- $4,270,024
- Qualifying distributions
- $223,994
- Net investment income
- $132,269
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLAUDIA M VILLAMIZAR 292 AGATE STREET, LAGUNA BEACH, CA 92651 | TRUSTEE | 1 | $700 |
| ARTHUR N MORRIS IV 292 AGATE STREET, LAGUNA BEACH, CA 92651 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR N MORRIS IV 292 AGATE STREET, LAGUNA BEACH, CA 92651 | TRUSTEE | 1 | $0 |
| CLAUDIA M VILLAMIZAR 292 AGATE STREET, LAGUNA BEACH, CA 92651 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 292 AGATE ST, LAGUNA BEACH, CA 92651-3210
- In care of
- % MARIANNE SCHMITT HELLAUER
- Signed the 990-PF
- NEWTH MORRIS IV, TRUSTEE
- Phone
- (410) 580-3172
- Return prepared by
- GRANDIZIO WILKINS LITTLE & MATTHEWS
California records
California keeps its own records of charities and corporations. Search them by EIN 81-4684585 or by the name NEWTH & CLAUDIA MORRIS FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4684585
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $2,882,996
- Income (IRS master file)
- $471,478
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $107,398 | $254,680 | $2,882,996 | IRS |
| 990-PF | December 2023 | $89,742 | $228,084 | $2,995,962 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-4684585).
Questions about NEWTH & CLAUDIA MORRIS FOUNDATION
- What is the EIN of NEWTH & CLAUDIA MORRIS FOUNDATION?
- The employer identification number (EIN) of NEWTH & CLAUDIA MORRIS FOUNDATION is 81-4684585.
- Is NEWTH & CLAUDIA MORRIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to NEWTH & CLAUDIA MORRIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEWTH & CLAUDIA MORRIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEWTH & CLAUDIA MORRIS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEWTH & CLAUDIA MORRIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NEWTH & CLAUDIA MORRIS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $700 (CLAUDIA M VILLAMIZAR, TRUSTEE).
- How much revenue does NEWTH & CLAUDIA MORRIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $107,398, expenses of $254,680 and total assets of $2,882,996 at year end.
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