Newth & Claudia Morris Foundation

LAGUNA BEACH, CA EIN: 81-4684585

Newth & Claudia Morris Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 22 grants totaling $224K. Net investment income was $114K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

-3.8% YoY

Annual Giving

$224K

+11.4% YoY

Grant Count

22

+15.8% YoY

Avg Grant Size

$10K

-3.8% YoY

Under IRS private-foundation payout rules, Newth & Claudia Morris Foundation reported a distributable amount of $156K for 2024 — the minimum it must pay out in qualifying distributions.

About Newth & Claudia Morris Foundation

Based on IRS filings

Newth & Claudia Morris Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 22 grants totaling $224K. Net investment income was $114K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AlbanyAnaheimCoconut CreekCosta MesaDenverFront RoyalGoldenIrvineLaguna BeachLagune HillsLos AngelesMammoth LakesMooresvilleNew YorkNewport BeachOrangePrincetonRcho Santa FeRoswellSan Diego

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$83K$165K$248K$330K20202021202220232024
Metric202420232022
Total Assets$2,882,996$2,995,962$3,142,776
Revenue$107,398$89,742$160,494
Expenses$254,680$228,084$200,987
Qualifying Distributions$223,994$201,005$178,500
Net Investment Income$114,205$104,809$144,506
Distributable Amount$155,927$136,032$161,804

Giving Over Time

Total grant dollars and number of grants per year

$0$56K$112K$168K$224K12 grants20200 grants202116 grants202219 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

EASTER SEALS SOUTHERN CA…$33KHIS HEART MISSIONS$30KCOLORADO SCHOOL OF MINES…$25KRANDOLPH-MACON ACADEMY$25KCHOC FOUNDATION$17KAXEALS FOUNDATION$10KLAGUNA BEACH WATER POLO …$10KSURFERS HEALING FOUNDATION$10KTHE AUTISM COMMUNITY IN …$10KCOURT APPOINTED SPECIAL …$8K

Grant Size Distribution

69 grants across all recorded years

69<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Easter Seals Southern California ($33,164), His Heart Missions ($30,000), Colorado School of Mines Foundation ($25,000).

RecipientPurposeAmount
AXEALS FOUNDATION SAN PEDRO, CATO SUPPORT THE ORGANIZATION'S PROGRAMS$10,000
BOYS AND GIRLS OF LAGUNA BEACH LAGUNA BEACH, CATO SUPPORT THE ORGANIZATION'S PROGRAMS$5,000
CHOC FOUNDATION ORANGE, CATO SUPPORT THE ORGANIZATION'S PROGRAMS$17,000
CIVILIZATION WORKS ALBANY, CATO SUPPORT THE ORGANIZATION'S PROGRAMS$2,500
COLORADO SCHOOL OF MINES FOUNDATION GOLDEN, COTO SUPPORT THE ORGANIZATION'S PROGRAMS$25,000
COURT APPOINTED SPECIAL ADVOCATES ORANGE, CATO SUPPORT THE ORGANIZATION'S PROGRAMS$8,480
DISABLED SPORTS EASTERN SIERRA MAMMOTH LAKES, CATO SUPPORT THE ORGANIZATION'S PROGRAMS$2,500
EASTER SEALS SOUTHERN CALIFORNIA IRVINE, CATO SUPPORT THE ORGANIZATION'S PROGRAMS$33,164
HIS HEART MISSIONS MOORESVILLE, NCTO SUPPORT THE ORGANIZATION'S PROGRAMS$30,000
HOPE IN MOTION INTERNATIONAL NEWPORT BEACH, CATO SUPPORT THE ORGANIZATION'S PROGRAMS$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

CLAUDIA M VILLAMIZARTRUSTEE$700

From 2024 filing

NameTitleHoursCompensation
ARTHUR N MORRIS IVTRUSTEE1
CLAUDIA M VILLAMIZARTRUSTEE1$700

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Newth & Claudia Morris Foundation?

Newth & Claudia Morris Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA BEACH, CA. It holds $2.9M in total assets as of 2024.

How large is Newth & Claudia Morris Foundation?

As of 2024, Newth & Claudia Morris Foundation holds $2.9M in total assets with $107K in annual revenue. It awarded 22 grants totaling $224K in 2024.

Where does Newth & Claudia Morris Foundation operate?

Newth & Claudia Morris Foundation has awarded grants in California, Colorado, District of Columbia, Florida, Georgia, North Carolina, New Jersey, New York, Virginia.

What size grants does Newth & Claudia Morris Foundation award?

In 2024, Newth & Claudia Morris Foundation awarded 22 grants totaling $224K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Newth & Claudia Morris Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Newth & Claudia Morris Foundation reported a distributable amount of $156K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Newth & Claudia Morris Foundation's EIN?

Newth & Claudia Morris Foundation's EIN (Employer Identification Number) is 81-4684585. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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