Nonprofit · EIN 06-1514980
NEWTOWN SAVINGS BANK FOUNDATION INC
Tax-exempt · NEWTOWN, CT 06470
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $668,711 | $399,111 | $269,600 | $8,024,079 | $0 | $8,024,079 |
| September 30, 2024 | 990-PF | $590,139 | $288,147 | $301,992 | $7,076,237 | $0 | $7,076,237 |
| September 30, 2023 | 990-PF | $1,103,684 | $227,104 | $876,580 | $5,393,611 | $0 | $5,393,611 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $315,024
- Dividends
- $209,728
- Net gain from sales of assets
- $143,959
Expenses
- Grants and similar amounts paid
- $334,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $336,450
- Excise tax on investment income
- $4,108
Balance sheet and other
- Total assets, start of year
- $7,076,237
- Total assets, end of year
- $8,024,079
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,024,079
- Fair market value of assets
- $8,024,079
- Qualifying distributions
- $336,450
- Net investment income
- $353,687
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH L WEINSTEIN 39 MAIN STREET, NEWTOWN, CT 06470 | PRESIDENT & CEO | 1 | $0 |
| LINDSEY B KOPP 39 MAIN STREET, NEWTOWN, CT 06470 | SVP/CFO (AS OF 6/1/25) | 1 | $0 |
| JULIA DOUGLAS 39 MAIN STREET, NEWTOWN, CT 06470 | SECRETARY | 1 | $0 |
| CARRIE L AMOS 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| ISABEL C ALMEIDA 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| ALAN J CLAVETTE 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| JAMES A KENNEDY 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| CAROL L MAHONEY 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| GLENN J NANAVATY 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| JOHN F TRENTACOSTA 39 MAIN STREET, NEWTOWN, CT 06470 | CHAIRMAN | 1 | $0 |
| LAUREEN A TROTTO 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| BRIAN C WHITE 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| DANIEL ROSENTHAL 39 MAIN STREET, NEWTOWN, CT 06470 | FIRST VP | 1 | $0 |
| DAVID J CAPPIELLO 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR (AS OF 9/1/25) | 1 | $0 |
| WILLIAM J MCCARTHY 39 MAIN STREET, NEWTOWN, CT 06470 | SVP/CFO (ENDED 6/1/25) | 1 | $0 |
990-PF for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH L WEINSTEIN 39 MAIN STREET, NEWTOWN, CT 06470 | PRESIDENT/DIRECTOR | 1 | $0 |
| WILLIAM J MCCARTHY 39 MAIN STREET, NEWTOWN, CT 06470 | SVP - CFO | 1 | $0 |
| JULIA DOUGLAS 39 MAIN STREET, NEWTOWN, CT 06470 | SECRETARY | 1 | $0 |
| CARRIE L AMOS 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| ISABEL C ALMEIDA 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| ALAN J CLAVETTE 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| JAMES A KENNEDY 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| CAROL L MAHONEY 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| GLENN J NANAVATY 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| JOHN F TRENTACOSTA 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| LAUREEN A TROTTO 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| BRIAN C WHITE 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
990-PF for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH L WEINSTEIN 39 MAIN STREET, NEWTOWN, CT 06470 | PRESIDENT/DIRECTOR | 1 | $0 |
| WILLIAM J MCCARTHY 39 MAIN STREET, NEWTOWN, CT 06470 | SVP | 1 | $0 |
| JULIA DOUGLAS 39 MAIN STREET, NEWTOWN, CT 06470 | SECRETARY | 1 | $0 |
| CARRIE L AMOS 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| WILLIAM A BRIMMER JR 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| ALAN J CLAVETTE 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| JAMES A KENNEDY 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| CAROL L MAHONEY 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| JAMES T MORLEY JR 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| JOHN F TRENTACOSTA 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| LAUREEN A TROTTO 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
| BRIAN C WHITE 39 MAIN STREET, NEWTOWN, CT 06470 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 39 MAIN ST, NEWTOWN, CT 06470-2134
- In care of
- % JOHN J MARTOCCI
- Signed the 990-PF
- LINDSEY B KOPP, SVP/CFO
- Phone
- (203) 426-4440
- Return prepared by
- WOLF & COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 06-1514980
- 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
- 2000
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $8,024,079
- Income (IRS master file)
- $919,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $668,711 | $399,111 | $8,024,079 | XML |
| 990-PF | September 2024 | $590,139 | $288,147 | $7,076,237 | XML |
| 990-PF | September 2023 | $1,103,684 | $227,104 | $5,393,611 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 06-1514980).
Questions about NEWTOWN SAVINGS BANK FOUNDATION INC
- What is the EIN of NEWTOWN SAVINGS BANK FOUNDATION INC?
- The employer identification number (EIN) of NEWTOWN SAVINGS BANK FOUNDATION INC is 06-1514980.
- Is NEWTOWN SAVINGS BANK FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to NEWTOWN SAVINGS BANK FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEWTOWN SAVINGS BANK FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEWTOWN SAVINGS BANK FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEWTOWN SAVINGS BANK FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of NEWTOWN SAVINGS BANK FOUNDATION INC?
- The 990-PF for the year ended September 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does NEWTOWN SAVINGS BANK FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $668,711, expenses of $399,111 and total assets of $8,024,079 at year end.
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