Lewis Brunswick & Rebecca Matoff Foundation Inc

San Clemente, CA
Tax-exempt since Sept. 1999
EIN: 95-4748693

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.28M (2023)

Expenses

$820k (2023)

Total Assets

$8.28M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$1,276,710

Expenses

$820,036

Net Income

$456,674

Net Assets

$8,277,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,555	1.9%
Dividends	$179,174	14.0%
Sales of Assets	$1,072,981	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$677,875	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,277,276
Total Liabilities	$0
Net Assets	$8,277,276

Compensation

Key Employees and Officers	Compensation	Other
Leslie Raven (Vice President)	$0	$0
Brad Shapiro (Trustee & Cfo)	$0	$0

990-PF

Filed on Nov. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$852,411

Expenses

$808,514

Net Income

$43,897

Net Assets

$7,820,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,919	2.0%
Dividends	$175,327	20.6%
Sales of Assets	$660,165	77.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$668,584	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,820,602
Total Liabilities	$0
Net Assets	$7,820,602

Compensation

Key Employees and Officers	Compensation	Other
Leslie Raven (Vice President)	$0	$0
Brad Shapiro (Trustee & Cfo)	$0	$0

990-PF

Filed on Nov. 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$1,171,138

Expenses

$884,455

Net Income

$286,683

Net Assets

$7,776,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,469	1.6%
Dividends	$168,751	14.4%
Sales of Assets	$983,918	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$741,200	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,776,705
Total Liabilities	$0
Net Assets	$7,776,705

Compensation

Key Employees and Officers	Compensation	Other
Leslie Raven (Vice President)	$0	$0
Brad Shapiro (Trustee & Cfo)	$0	$0

990-PF

Filed on Nov. 2, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$712,307

Expenses

$696,860

Net Income

$15,447

Net Assets

$7,490,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,654	3.5%
Dividends	$151,650	21.3%
Sales of Assets	$536,003	75.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$577,992	82.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,490,022
Total Liabilities	$1
Net Assets	$7,490,021

Compensation

Key Employees and Officers	Compensation	Other
Leslie Raven (Vice President)	$0	$0
Brad Shapiro (Trustee & Cfo)	$0	$0

990-PF

Filed on Nov. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$483,770

Expenses

$687,826

Net Income

-$204,056

Net Assets

$7,474,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,524	5.7%
Dividends	$165,298	34.2%
Sales of Assets	$290,948	60.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$546,901	79.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,474,575
Total Liabilities	$1
Net Assets	$7,474,574

Compensation

Key Employees and Officers	Compensation	Other
Leslie Raven (Vice President)	$0	$0
Brad Shapiro (Trustee & Cfo)	$0	$0

990-PF

Filed on Aug. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$780,639

Expenses

$573,082

Net Income

$207,557

Net Assets

$7,678,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$54,483	7.0%
Interest Revenue	$25,874	3.3%
Dividends	$163,212	20.9%
Sales of Assets	$537,070	68.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$456,800	79.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,678,631
Total Liabilities	$0
Net Assets	$7,678,631

Compensation

Key Employees and Officers	Compensation	Other
Leslie Raven (Vice President)	$0	$0
Brad Shapiro (Trustee & Cfo)	$0	$0

990-PF

Filed on July 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$435,499

Expenses

$548,604

Net Income

-$113,105

Net Assets

$7,471,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,503	6.8%
Dividends	$139,014	31.9%
Sales of Assets	$266,982	61.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$442,057	80.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,471,074
Total Liabilities	$0
Net Assets	$7,471,074

Compensation

Key Employees and Officers	Compensation	Other
Leslie Raven (Vice President)	$0	$0
Brad Shapiro (Trustee & Cfo)	$0	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$246,100

Expenses

$507,541

Net Income

-$261,441

Net Assets

$7,584,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,189	11.9%
Dividends	$130,572	53.1%
Sales of Assets	$86,339	35.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$407,648	80.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,584,179
Total Liabilities	$0
Net Assets	$7,584,179

Compensation

Key Employees and Officers	Compensation	Other
Leslie Raven (Vice President)	$0	$0
Brad Shapiro (Trustee & Cfo)	$0	$0

990-PF

Filed on June 22, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$214,526

Expenses

$476,072

Net Income

-$261,546

Net Assets

$7,845,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,798	22.3%
Dividends	$134,495	62.7%
Sales of Assets	$32,233	15.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$387,300	81.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,845,620
Total Liabilities	$0
Net Assets	$7,845,620

Compensation

Key Employees and Officers	Compensation	Other
Leslie Raven (Vice President)	$0	$0
Brad Shapiro (Trustee & Cfo)	$0	$0

990-PF

Filed on Nov. 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$334,765

Expenses

$491,338

Net Income

-$156,573

Net Assets

$8,107,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	59.7%
Interest Revenue	$48,310	14.4%
Dividends	$137,015	40.9%
Sales of Assets	-$50,560
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$394,000	80.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,107,166
Total Liabilities	$0
Net Assets	$8,107,166

Compensation

Key Employees and Officers	Compensation	Other
Leslie Raven (Vice President)	$0	$0
Brad Shapiro (Trustee & Cfo)	$0	$0

990-PF

Filed on June 1, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$629,044

Expenses

$400,927

Net Income

$228,117

Net Assets

$8,263,739

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$141,000	22.4%
Interest Revenue	$38,142	6.1%
Dividends	$148,632	23.6%
Sales of Assets	$279,924	44.5%
Other Income	$21,346	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$317,500	79.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,263,739
Total Liabilities	$0
Net Assets	$8,263,739

Compensation

Key Employees and Officers	Compensation	Other
Leslie Raven (Vice President)	$0	$0
Brad Shapiro (Trustee & Chief Financial)	$0	$0

990-PF

Filed on Nov. 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$225,502

Expenses

$421,434

Net Income

-$195,932

Net Assets

$8,035,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48,541	21.5%
Dividends	$158,835	70.4%
Sales of Assets	$18,072	8.0%
Other Income	$54	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$328,290	77.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,035,622
Total Liabilities	$1
Net Assets	$8,035,621

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$893,059

Expenses

$337,846

Net Income

$555,213

Net Assets

$8,231,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$562,292	63.0%
Interest Revenue	$43,946	4.9%
Dividends	$136,571	15.3%
Sales of Assets	$150,235	16.8%
Other Income	$15	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,290	77.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,231,554
Total Liabilities	$1
Net Assets	$8,231,553

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated September 25, 2025

Lewis Brunswick & Rebecca Matoff Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.28M (2023)

Expenses $820k (2023)

Total Assets $8.28M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.28M (2023)

Expenses

$820k (2023)

Total Assets

$8.28M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001