Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
C & R NEWMAN FAMILY FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)2024 LA MESA DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA MONICA, CA90402
A Employer identification number

68-0661680
B Telephone number (see instructions)

(310) 394-8519
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,295,652
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 105,529 105,467  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 291,484
b Gross sales price for all assets on line 6a 1,326,999
7 Capital gain net income (from Part IV, line 2)... 291,484
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 397,013 396,951  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 684 684   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 64,737 38,845   25,892
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,421 39,529 0 25,892
25 Contributions, gifts, grants paid....... 627,395 627,395
26 Total expenses and disbursements. Add lines 24 and 25 692,816 39,529 0 653,287
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -295,803
b Net investment income (if negative, enter -0-) 357,422
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 555,267 304,518 304,518
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,710,495 Click to see attachment4,688,709 7,991,134
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,265,762 4,993,227 8,295,652
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,265,762 4,993,227
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,265,762 4,993,227
30 Total liabilities and net assets/fund balances (see instructions). 5,265,762 4,993,227
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,265,762
2
Enter amount from Part I, line 27a .....................
2
-295,803
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
23,268
4
Add lines 1, 2, and 3 ..........................
4
4,993,227
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,993,227
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 23. ALNYLAM PHARMACEUTICALS INC   2020-10-21 2021-01-05
b 21. ALNYLAM PHARMACEUTICALS INC   2020-12-03 2021-01-05
c 8. ATRICURE INC   2020-12-03 2021-01-05
d 34. DUKE REALTY CORP   2020-10-21 2021-01-05
e 1. MONGODB INC   2020-12-03 2021-01-05
23. POST HLDGS INC   2020-12-03 2021-01-06
6. RINGCENTRAL INC   2020-12-03 2021-01-06
2. POST HLDGS INC   2020-12-03 2021-01-08
26. POST HLDGS INC   2020-10-21 2021-01-08
20. CADENCE DESIGN SYSTEMS INC   2020-10-21 2021-01-12
27. REALPAGE INC   2020-12-03 2021-01-20
3. THE TRADE DESK INC   2020-12-03 2021-01-20
1. THE TRADE DESK INC   2020-10-21 2021-01-20
4. THE TRADE DESK INC   2020-10-21 2021-01-29
1560.83 COLUMBIA LARGE CAP GROWTH FUND   2013-06-18 2021-02-01
1177.61 COLUMBIA CONTRARIAN CORE FUND   2013-09-24 2021-02-01
1222.39 COLUMBIA CONTRARIAN CORE FUND   2013-09-10 2021-02-01
10. BURLINGTON STORES INC   2020-12-03 2021-02-09
11. BURLINGTON STORES INC   2020-10-21 2021-02-09
64. HMS HLDGS CORP COM   2020-12-03 2021-02-09
67. HMS HLDGS CORP COM   2020-10-21 2021-02-09
3. HMS HLDGS CORP COM   2020-10-21 2021-02-09
6. ROKU INC   2020-12-03 2021-02-12
21. COPART INC   2020-12-03 2021-02-16
262.58 COLUMBIA LARGE CAP GROWTH FUND   2013-06-18 2021-02-24
1026.24 COLUMBIA LARGE CAP GROWTH FUND   2013-05-29 2021-02-24
233.45 COLUMBIA LARGE CAP GROWTH FUND   2013-07-08 2021-02-24
1246.03 COLUMBIA CONTRARIAN CORE FUND   2013-09-10 2021-02-24
1029.45 COLUMBIA CONTRARIAN CORE FUND   2013-07-25 2021-02-24
12. ETSY INC   2020-12-03 2021-02-24
28. FORTUNE BRANDS HOME & SECURITY INC   2020-10-21 2021-02-24
7. ROKU INC   2020-10-21 2021-02-24
17. FORTUNE BRANDS HOME & SECURITY INC   2020-10-21 2021-03-02
11. FORTUNE BRANDS HOME & SECURITY INC   2020-12-03 2021-03-02
4. RINGCENTRAL INC   2020-12-03 2021-03-04
4. RINGCENTRAL INC   2020-10-21 2021-03-04
4. COPART INC   2020-12-03 2021-03-08
26. COPART INC   2020-10-21 2021-03-08
1. COPART INC   2020-10-21 2021-03-08
11. REALPAGE INC   2020-12-03 2021-03-10
16. REALPAGE INC   2020-12-01 2021-03-10
14. REALPAGE INC   2020-10-21 2021-03-10
1. REALPAGE INC   2020-10-21 2021-03-10
7. RINGCENTRAL INC   2020-10-21 2021-03-10
7. CINTAS CORP   2020-10-21 2021-03-15
6. RINGCENTRAL INC   2020-10-21 2021-03-24
11. ETSY INC   2020-12-03 2021-04-08
39. REALPAGE INC   2020-10-21 2021-04-08
33. CIENA CORP NEW   2020-12-03 2021-04-14
17. NEXSTAR MEDIA GROUP INC   2020-12-03 2021-04-14
1. AVERY DENNISON CORP   2020-12-03 2021-04-22
1. DECKERS OUTDOOR CORP   2020-12-03 2021-04-22
19. EXACT SCIENCES CORP   2020-12-03 2021-04-22
5. IRHYTHM TECHNOLOGIES INC   2020-10-22 2021-04-22
5. IRHYTHM TECHNOLOGIES INC   2020-12-02 2021-04-22
7. IRHYTHM TECHNOLOGIES INC   2020-12-08 2021-04-22
9. IRHYTHM TECHNOLOGIES INC   2020-12-03 2021-04-22
1. IDEXX LABS INC   2020-12-03 2021-04-22
9. IDEXX LABS INC   2020-10-21 2021-04-22
1. INSULET CORP   2020-12-03 2021-04-22
12. FORTINET INC   2020-10-21 2021-04-23
109. HARSCO CORP   2020-12-03 2021-04-23
11. ETSY INC   2020-12-03 2021-04-29
5. METTLER-TOLEDO INTL INC   2020-12-03 2021-05-12
11. FORTINET INC   2020-10-21 2021-05-13
4. FORTINET INC   2020-12-03 2021-05-13
5. METTLER-TOLEDO INTL INC   2020-10-21 2021-05-14
5. COOPER COS INC/THE   2020-10-21 2021-06-08
21. MASTEC INC   2020-12-03 2021-06-15
17. FORTINET INC   2020-12-03 2021-06-18
25. GODADDY INC   2020-12-03 2021-06-18
27. GODADDY INC   2020-10-21 2021-06-18
4. HUBSPOT INC   2020-12-03 2021-06-22
19. TERADYNE INC   2020-12-03 2021-06-22
38. BERRY PLASTICS GROUP INC   2020-12-03 2021-06-23
9. HARSCO CORP   2020-12-03 2021-06-23
32. HARSCO CORP   2020-10-21 2021-06-23
1. HARSCO CORP   2020-10-21 2021-06-23
5. UNITED RENTALS INC   2020-12-03 2021-06-23
26. HARSCO CORP   2020-10-21 2021-06-24
53. BLUEBIRD BIO INC   2020-10-21 2021-06-25
46. BLUEBIRD BIO INC   2020-12-03 2021-06-25
3. BLUEBIRD BIO INC   2020-12-03 2021-06-25
10. CACI INTL INC CL A   2020-12-03 2021-06-25
7. GENERAC HLDGS INC   2020-12-03 2021-06-25
22. GUIDEWIRE SOFTWARE INC   2020-12-03 2021-06-25
7. HUBSPOT INC   2020-12-03 2021-06-25
33. NEW RELIC INC   2020-10-21 2021-06-25
1. NEW RELIC INC   2020-12-03 2021-06-25
1. NEW RELIC INC   2020-12-03 2021-06-25
28. NEW RELIC INC   2020-12-03 2021-06-29
13. EXACT SCIENCES CORP   2020-12-03 2021-06-30
33. EXACT SCIENCES CORP   2020-10-21 2021-06-30
1. EXACT SCIENCES CORP   2020-10-21 2021-06-30
13. GREEN DOT CORP   2020-10-21 2021-06-30
12. GREEN DOT CORP   2020-12-03 2021-06-30
24. CLOUDFLARE INC   2020-12-03 2021-07-02
11. CLOUDFLARE INC   2020-12-03 2021-07-09
11. CLOUDFLARE INC   2020-10-21 2021-07-09
66. HARSCO CORP   2020-10-21 2021-07-09
1. HARSCO CORP   2020-10-21 2021-07-09
6. COOPER COS INC/THE   2020-10-21 2021-07-16
6. HUBSPOT INC   2020-12-03 2021-08-02
1. BOSTON BEER INC CL A   2020-12-03 2021-08-25
2. BOSTON BEER INC CL A   2020-10-21 2021-08-25
1. ASGN INC   2020-12-03 2021-08-27
1. ADVANCED DRAINAGE SYSTEMS INC   2020-12-03 2021-08-27
1. ASPEN TECHNOLOGY INC   2020-12-03 2021-08-27
1. CATALENT INC   2020-10-21 2021-08-27
9. CLOUDFLARE INC   2020-10-21 2021-08-27
17. CLOUDFLARE INC   2020-10-29 2021-08-27
1. ENTEGRIS INC   2020-12-03 2021-08-27
1. FIVE BELOW INC   2020-12-03 2021-08-27
1. IDEX CORP   2020-10-21 2021-08-27
1. LIVE NATION INC   2020-12-03 2021-08-27
2. LIVEPERSON INC   2020-10-21 2021-08-27
1. MKS INSTRUMENTS INC   2020-12-03 2021-08-27
1. MANHATTAN ASSOCS INC   2020-12-03 2021-08-27
1. NOVANTA INC   2020-12-03 2021-08-27
1. POOL CORP   2020-10-21 2021-08-27
1. REPLIGEN CORP   2020-12-03 2021-08-27
1. SILICON LABORATORIES INC   2020-12-03 2021-08-27
1. SUN COMMUNITIES INC   2020-10-21 2021-08-27
2. TENABLE HLDGS INC   2020-12-03 2021-08-27
2. YETI HLDGS INC   2020-12-03 2021-08-27
1. HORIZON THERAPEUTICS PUB LTD   2020-10-22 2021-08-27
11. FIVE9 INC   2021-02-24 2021-08-30
57. ACADIA PHARMACEUTICALS INC   2020-12-03 2021-09-02
6. ACADIA PHARMACEUTICALS INC   2020-10-21 2021-09-02
3. ACADIA PHARMACEUTICALS INC   2020-10-21 2021-09-02
5. SVB FINL GROUP   2020-12-03 2021-09-02
53. ACADIA PHARMACEUTICALS INC   2020-10-21 2021-09-03
16. NOVANTA INC   2020-12-03 2021-09-10
16. MARRIOTT VACATIONS WORLDWIDE CORP   2020-12-03 2021-09-14
4. HUBSPOT INC   2020-10-21 2021-09-15
8. MARRIOTT VACATIONS WORLDWIDE CORP   2020-12-03 2021-09-15
8. MARRIOTT VACATIONS WORLDWIDE CORP   2020-10-21 2021-09-15
18. MARRIOTT VACATIONS WORLDWIDE CORP   2020-10-21 2021-09-16
6. DECKERS OUTDOOR CORP   2020-12-03 2021-09-21
8. ETSY INC   2020-12-03 2021-09-21
4. ETSY INC   2020-10-21 2021-09-21
13. WORKIVA INC   2021-01-29 2021-09-28
8. WORKIVA INC   2020-12-17 2021-09-28
20. BERRY PLASTICS GROUP INC   2020-12-03 2021-09-29
19. BERRY PLASTICS GROUP INC   2020-10-21 2021-09-29
30. LAMB WESTON HOLDINGS INC   2021-01-06 2021-10-07
29. LAMB WESTON HOLDINGS INC   2021-01-08 2021-10-07
1. LAMB WESTON HOLDINGS INC   2021-01-08 2021-10-07
20. CATALENT INC   2020-10-21 2021-10-14
3. HUBSPOT INC   2020-10-21 2021-10-14
15. NEUROCRINE BIOSCIENCES INC   2020-12-03 2021-10-14
12. STERIS PLC   2020-12-03 2021-10-14
173. ALIBABA GROUP HLDG LTD   2018-03-05 2021-10-15
22. ZENDESK INC   2020-12-03 2021-10-29
10. ETSY INC   2020-10-21 2021-11-03
19. ENTEGRIS INC   2020-12-03 2021-11-04
7. HORIZON THERAPEUTICS PUB LTD   2020-10-22 2021-11-04
16. HORIZON THERAPEUTICS PUB LTD   2020-10-21 2021-11-04
11. INSULET CORP   2020-12-03 2021-11-08
12. INSULET CORP   2020-10-21 2021-11-08
22. LIVE NATION INC   2020-12-03 2021-11-09
150. ALIBABA GROUP HLDG LTD   2018-03-05 2021-11-12
70. ALIBABA GROUP HLDG LTD   2018-12-28 2021-11-12
419.36 HARDING LOEVNER FDS INC INTL   2021-02-24 2021-11-12
19. HORIZON THERAPEUTICS PUB LTD   2020-10-21 2021-11-16
11. IDEX CORP   2020-10-21 2021-11-18
37. MERCURY COMPUTER SYS INC   2020-10-21 2021-11-18
6. MERCURY COMPUTER SYS INC   2020-12-03 2021-11-18
29. MERCURY COMPUTER SYS INC   2020-12-03 2021-11-18
3. HUBSPOT INC   2020-10-21 2021-11-29
12. IDEX CORP   2020-12-03 2021-11-29
10. ETSY INC   2020-10-21 2021-12-02
9. ETSY INC   2020-10-21 2021-12-03
7246.38 COLUMBIA EMERGING MARKETS FUND   2021-02-24 2021-12-06
7363.77 COLUMBIA EMERGING MARKETS FUND   2021-02-01 2021-12-06
650. ISHARES CORE MSCI EAFE ETF   2021-02-24 2021-12-06
233. ISHARES CORE MSCI EAFE ETF   2021-02-01 2021-12-06
850. ISHARES INC ISHARES ESG MSCI EM ETF   2021-02-24 2021-12-06
900. ISHARES INC ISHARES ESG MSCI EM ETF   2021-02-01 2021-12-06
1150. ISHARES INC ISHARES ESG MSCI EM ETF   2020-07-29 2021-12-06
300. ISHARES MSCI ACWI LOW CARBON TARGET ETF   2021-02-24 2021-12-06
83. ISHARES MSCI ACWI LOW CARBON TARGET ETF   2021-02-01 2021-12-06
13. ETSY INC   2020-10-21 2021-12-07
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,907   3,226 -319
b 2,654   2,772 -118
c 440   353 87
d 1,313   1,311 2
e 353   274 79
2,287   2,144 143
2,236   2,018 218
200   186 14
2,603   2,380 223
2,669   2,231 438
2,364   1,877 487
2,403   2,667 -264
801   625 176
3,099   2,499 600
87,500   48,763 38,737
36,800   24,009 12,791
38,200   24,761 13,439
2,649   2,279 370
2,914   2,181 733
2,348   2,000 348
2,458   1,822 636
110   82 28
2,784   1,712 1,072
2,479   2,405 74
15,093   8,204 6,889
58,988   32,000 26,988
13,419   7,261 6,158
41,069   25,239 15,830
33,931   20,654 13,277
2,445   1,863 582
2,454   2,410 44
2,861   1,558 1,303
1,449   1,463 -14
937   907 30
1,349   1,345 4
1,349   1,172 177
420   458 -38
2,731   2,978 -247
107   115 -8
956   765 191
1,390   1,101 289
1,217   826 391
87   59 28
2,331   2,052 279
2,476   2,387 89
1,884   1,759 125
2,354   1,707 647
3,425   2,302 1,123
1,850   1,522 328
2,531   1,888 643
200   152 48
339   277 62
2,500   2,434 66
418   1,069 -651
418   986 -568
585   1,359 -774
752   1,664 -912
552   464 88
4,965   3,755 1,210
288   256 32
2,427   1,565 862
1,964   1,970 -6
2,255   1,707 548
6,212   5,777 435
2,193   1,434 759
798   508 290
6,357   5,171 1,186
1,854   1,736 118
2,386   1,266 1,120
3,995   2,161 1,834
2,128   2,034 94
2,299   2,155 144
2,301   1,559 742
2,401   2,222 179
2,426   2,076 350
191   163 28
680   496 184
21   16 5
1,557   1,174 383
551   403 148
1,706   2,935 -1,229
1,480   2,164 -684
96   141 -45
2,573   2,411 162
2,748   1,479 1,269
2,508   2,785 -277
4,109   2,728 1,381
2,286   2,108 178
69   62 7
70   62 8
1,932   1,747 185
1,616   1,665 -49
4,103   3,309 794
126   100 26
609   778 -169
562   632 -70
2,546   1,788 758
1,195   820 375
1,195   605 590
1,311   1,024 287
20   16 4
2,424   2,083 341
3,581   2,338 1,243
580   941 -361
1,160   1,837 -677
113   79 34
118   75 43
131   134 -3
131   93 38
1,115   495 620
2,106   929 1,177
119   94 25
216   161 55
227   192 35
86   70 16
129   118 11
149   143 6
166   103 63
150   119 31
480   358 122
276   188 88
159   120 39
199   144 55
89   75 14
203   129 74
109   77 32
2,016   1,989 27
978   3,091 -2,113
103   246 -143
51   123 -72
2,846   1,787 1,059
895   2,174 -1,279
2,457   1,903 554
2,504   2,205 299
2,679   1,233 1,446
1,240   1,103 137
1,240   776 464
2,782   1,745 1,037
2,544   1,664 880
1,748   1,242 506
874   544 330
1,832   1,280 552
1,127   719 408
1,241   1,093 148
1,179   946 233
1,759   2,300 -541
1,700   2,213 -513
60   76 -16
2,583   1,858 725
2,371   924 1,447
1,534   1,473 61
2,687   2,301 386
28,849   30,045 -1,196
2,077   2,972 -895
2,377   1,360 1,017
2,805   1,792 1,013
768   539 229
1,754   1,195 559
3,464   2,819 645
3,779   2,863 916
2,536   1,548 988
24,981   26,051 -1,070
11,658   9,332 2,326
13,000   12,371 629
2,052   1,418 634
2,596   2,107 489
1,853   2,818 -965
301   438 -137
1,459   2,116 -657
2,549   924 1,625
2,804   2,295 509
2,511   1,360 1,151
2,048   1,224 824
127,029   150,000 -22,971
129,087   150,000 -20,913
47,821   47,055 766
17,142   16,185 957
34,272   38,335 -4,063
36,288   40,170 -3,882
46,368   40,911 5,457
50,947   46,919 4,028
14,095   12,543 1,552
3,106   1,767 1,339
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
      154,830
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -319
b       -118
c       87
d       2
e       79
      143
      218
      14
      223
      438
      487
      -264
      176
      600
      38,737
      12,791
      13,439
      370
      733
      348
      636
      28
      1,072
      74
      6,889
      26,988
      6,158
      15,830
      13,277
      582
      44
      1,303
      -14
      30
      4
      177
      -38
      -247
      -8
      191
      289
      391
      28
      279
      89
      125
      647
      1,123
      328
      643
      48
      62
      66
      -651
      -568
      -774
      -912
      88
      1,210
      32
      862
      -6
      548
      435
      759
      290
      1,186
      118
      1,120
      1,834
      94
      144
      742
      179
      350
      28
      184
      5
      383
      148
      -1,229
      -684
      -45
      162
      1,269
      -277
      1,381
      178
      7
      8
      185
      -49
      794
      26
      -169
      -70
      758
      375
      590
      287
      4
      341
      1,243
      -361
      -677
      34
      43
      -3
      38
      620
      1,177
      25
      55
      35
      16
      11
      6
      63
      31
      122
      88
      39
      55
      14
      74
      32
      27
      -2,113
      -143
      -72
      1,059
      -1,279
      554
      299
      1,446
      137
      464
      1,037
      880
      506
      330
      552
      408
      148
      233
      -541
      -513
      -16
      725
      1,447
      61
      386
      -1,196
      -895
      1,017
      1,013
      229
      559
      645
      916
      988
      -1,070
      2,326
      629
      634
      489
      -965
      -137
      -657
      1,625
      509
      1,151
      824
      -22,971
      -20,913
      766
      957
      -4,063
      -3,882
      5,457
      4,028
      1,552
      1,339
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 291,484
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,968
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,968
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 720
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,248
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,968
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletRICHARD CHRISTINE NEWMAN Telephone no.bullet (212) 852-3049

    Located atbullet114 W 47TH ST NY8-114-07-07NEW YORKNY ZIP+4bullet100361501
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHRISTINE H NEWMAN PRESIDENT/DIRECTOR
    1
    0    
    2024 LA MESA DRIVE
    SANTA MONICA,CA90402
    RICHARD G NEWMAN SECRETARY/TREASURER
    1
    0    
    2024 LA MESA DRIVE
    SANTA MONICA,CA90402
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,061,699
    b
    Average of monthly cash balances.......................
    1b
    148,079
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,209,778
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,209,778
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    123,147
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,086,631
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    404,332
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    404,332
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,968
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,968
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    399,364
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    399,364
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    399,364
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 399,364
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 78,953
    b From 2017...... 0
    c From 2018...... 28,801
    d From 2019...... 333,687
    e From 2020...... 335,640
    f Total of lines 3a through e ........ 777,081
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 653,287
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 399,364
    e Remaining amount distributed out of corpus 253,923
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,031,004
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    78,953
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    952,051
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 28,801
    c Excess from 2019.... 333,687
    d Excess from 2020.... 335,640
    e Excess from 2021.... 253,923
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    CHRISTINE H NEWMAN RICHARD G NEWMA
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    BROWN UNIVERSITY
    110 ELM STREET
    PROVIDENCE,RI02912
    NONE PC GENERAL OPERATING 50,000
    COLUMBIA UNIVERSITY
    530 MUDD MC 4718
    NEW YORK,NY10027
    NONE PC GENERAL OPERATING 2,000
    LIBRARY FOUNDATION OF LOS ANGELES
    630 WEST FIFTH
    LOS ANGELES,CA90071
    NONE PC GENERAL OPERATING 500
    CARES
    USC MEDICAL CENTER
    LOS ANGELES,CA90033
    NONE PC GENERAL OPERATING 5,000
    TREE PEOPLE
    12601 MULHOLLAND DR
    BEVERLY HILLS,CA90210
    NONE PC GENERAL OPERATING 45
    BUCKNELL UNIVERSITY
    1 DENT DR
    LEWISBURG,PA17837
    NONE PC GENERAL OPERATING 25,000
    NEW VISTA SCHOOL
    23092 MILL CREEK
    LAGUNA HILLS,CA92653
    NONE PC GENERAL OPERATING 500
    JEWISH FAMILY SERVICE OF THE DESERT
    490 SOUTH FARRELL DRIVE
    PALM SPRINGS,CA92262
    NONE PC GENERAL OPERATING 100
    CATERINA'S CLUB
    451 W LINCOLN AVE 251
    ANAHEIM,CA92805
    NONE PC GENERAL OPERATING 500
    NEWPORT HARBOR SAILING FOUNDATION
    1048 IRVINE AVE 820
    NEWPORT BEACH,CA92660
    NONE PC GENERAL OPERATING 500
    A THOUSAND JOYS
    1313 8TH STREET STE 212
    LOS ANGELES,CA900174441
    NONE PC GENERAL OPERATING 500
    MOUNTAINS COMMUNITY HOSPITAL FDN
    PO BOX 1493
    LAKE ARROWHEAD,CA92352
    NONE PC GENERAL OPERATING 1,000
    WILDHAVEN RANCH
    PO BOX 1782
    LAKE ARROWHEAD,CA92352
    NONE PC GENERAL OPERATING 500
    BIG BEND HOSPICE
    1732 MAHAN CENTER BLVD
    TALLAHASSE,FL32308
    NONE PC GENERAL OPERATING 500
    ANGELES CLINIC FOUNDATION
    11800 WILSHIRE BLVD
    LOS ANGELES,CA90025
    NONE PC GENERAL OPERATING 10,000
    THE DESERT COMMUNITY FOUNDATION
    75105 DR STE 300
    PALM DESERT,CA92211
    NONE PC GENERAL OPERATING 1,000
    ST JUDE'S CHILDREN'S RESEARCH FDN
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE PC GENERAL OPERATING 250
    JEWISH FEDERATION
    6505 WILSHIRE BLVD
    LOS ANGELES,CA90048
    NONE PC GENERAL OPERATING 10,000
    LEUKEMIA AND LYMPHOMA SOCIETY
    PO BOX 102488
    PASADENA,CA91189
    NONE PC GENERAL OPERATING 10,000
    NATUREBRIDGE
    28 GEARY ST STE 650
    SAN FRANCISCO,CA94108
    NONE PC GENERAL OPERATING 60,000
    BRENTWOOD SCHOOL
    100 SOUTH BARRINGTON PL
    LOS ANGELES,CA90049
    NONE PC GENERAL OPERATING 5,000
    CHILDREN'S INSTITUTE
    2121 W TEMPLE ST
    LOS ANGELES,CA90026
    NONE PC GENERAL OPERATING 180,000
    HARVARD-WESTLAKE SCHOOL
    OFFICE OF ADVANCEMENT
    LOS ANGELES,CA900773499
    NONE PC GENERAL OPERATING 1,500
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HIGHWAY
    MALIBU,CA90263
    NONE PC GENERAL OPERATING 5,000
    YMCA OF METROPOLITAN LOS ANGELES
    625 SOUTH NEW HAMPSHIRE AVE
    LOS ANGELES,CA90005
    NONE PC GENERAL OPERATING 25,000
    LOS ANGELES PHILHARMONIC ASSO
    151 SOUTH GRAND AVE
    LOS ANGELES,CA900123034
    NONE PC GENERAL OPERATING 4,600
    BRENTWOOD PRESBYTERIAN CHURCH
    12000 SAN VICENTE BLVD
    LOS ANGELES,CA90049
    NONE PC GENERAL OPERATING 2,000
    LA OPERA
    135 NORTH GRAND AVE
    LOS ANGELES,CA90012
    NONE PC GENERAL OPERATING 10,000
    CALIFORNIA SCIENCE CENTER FOUNDATION
    700 EXPOSITION PARK DR
    LOS ANGELES,CA90037
    NONE PC GENERAL OPERATING 10,000
    THE MUSIC CENTER
    135 NORTH GRAND AVE
    LOS ANGELES,CA90012
    NONE PC GENERAL OPERATING 6,000
    UCLA FOUNDATION
    10920 WILSHIRE BLVD
    LOS ANGELES,CA90024
    NONE PC GENERAL OPERATING 21,000
    CENTER THEATRE GROUP
    601 W TEMPLE ST
    LOS ANGELES,CA90012
    NONE PC GENERAL OPERATING 12,000
    WINDWARD SCHOOL
    11350 PALMS BLVD
    LOS ANGELES,CA90066
    NONE PC GENERAL OPERATING 20,000
    WESTSIDE FOOD BANK
    1710 22ND STREET
    SANTA MONICA,CA90404
    NONE PC GENERAL OPERATING 5,000
    USC VASCULAR SURGERY
    1520 SAN PABLO ST STE 4300
    LOS ANGELES,CA90033
    NONE PC GENERAL OPERATING 10,000
    SAINT JOHN'S HEALTH CENTER FDN
    2121 SANTA MONICA BLVD
    SANTA MONICA,CA904042303
    NONE PC GENERAL OPERATING 126,750
    EISENHOWER MEDICAL CENTER
    39000 BOB HOPE DR
    RANCHO MIRAGE,CA92270
    NONE PC GENERAL OPERATING 2,500
    PEOPLE CONCERN
    2116 ARLINGTON AVENUE SUITE 100
    LOS ANGELES,CA90018
    NONE PC GENERAL OPERATING 1,000
    CHP 11-99 FOUNDATION
    2244 N STATE COLLEGE BLVD
    FULLERTON,CA92831
    NONE PC GENERAL OPERATING 2,000
    CORPUS CHRISTI CHURCH
    887 TOYOPA DRIVE
    PACIFIC PALISADES,CA90272
    NONE PC GENERAL OPERATING 150
    Total .................................bullet 3a 627,395
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 291,484  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   397,013  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    397,013
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    C & R NEWMAN FAMILY FDN
    EIN:
    68-0661680
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED STATEMENTS 4,688,709 7,991,134

    TY 2021 OtherExpensesSchedule
    Name:
    C & R NEWMAN FAMILY FDN
    EIN:
    68-0661680
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEES TO BANA-PB AS AGENT 64,729 38,837   25,892
    ADR FEES 8 8   0


    TY 2021 OtherIncreasesSchedule
    Name:
    C & R NEWMAN FAMILY FDN
    EIN:
    68-0661680
    Description Amount
    PY ROC 6,050
    COST BASIS ADJ 218
    GRANTS TIMING ADJ 17,000


    TY 2021 TaxesSchedule
    Name:
    C & R NEWMAN FAMILY FDN
    EIN:
    68-0661680
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 684 684   0