Nonprofit · EIN 13-7105549
BARNETT & ANNALEE NEWMAN FOUNDATION TR
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,107,300 | $765,597 | $1,341,703 | $13,367,674 | $0 | $13,367,674 |
| December 31, 2024 | 990-PF | $1,430,365 | $778,403 | $651,962 | $12,025,971 | $0 | $12,025,971 |
| December 31, 2023 | 990-PF | $1,155,240 | $1,064,272 | $90,968 | $11,374,009 | $0 | $11,374,009 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $172,815
- Interest
- $974
- Net gain from sales of assets
- $1,933,511
Expenses
- Grants and similar amounts paid
- $684,401
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $260,652
- Excise tax on investment income
- $29,213
Balance sheet and other
- Total assets, start of year
- $12,025,971
- Total assets, end of year
- $13,367,674
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,367,674
- Fair market value of assets
- $22,033,843
- Qualifying distributions
- $260,652
- Net investment income
- $2,107,300
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA PELOSI CO FDN C/O SILBERMAN ZARETSKY PC 145 E, 57TH ST, NEW YORK, NY 10022 | ADMINISTRATIVE TRUSTEE | 2 | $0 |
| PETER STELLA CO FDN C/O SILBERMAN ZARETSKY PC 145 E, 57TH ST, NEW YORK, NY 10022 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK STELLA CO FDN C/O SILBERMAN ZARETSKY PC 145 E, 57TH ST, NEW YORK, NY 10022 | TRUSTEE (THRU 5/4/24) | 2 | $0 |
| PAULA PELOSI CO FDN C/O SILBERMAN ZARETSKY PC 145 E, 57TH ST, NEW YORK, NY 10022 | ADMINISTRATIVE TRUSTEE | 2 | $0 |
| PETER STELLA CO FDN C/O SILBERMAN ZARETSKY PC 145 E, 57TH ST, NEW YORK, NY 10022 | TRUSTEE (FROM MAY 2024) | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK STELLA CO FDN C/O SILBERMAN ZARETSKY PC 145 E, 57TH ST, NEW YORK, NY 10022 | TRUSTEE | 5 | $0 |
| PAULA PELOSI CO FDN C/O SILBERMAN ZARETSKY PC 145 E, 57TH ST, NEW YORK, NY 10022 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 145 E 57TH ST, NEW YORK, NY 10022-2141
- In care of
- % JOHN SILVERMAN ASSOCIATES PC
- Signed the 990-PF
- PAULA PELOSI, ADMINISTRATIVE TRUSTEE
- Phone
- (212) 319-3737
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7105549
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $13,367,674
- Income (IRS master file)
- $2,469,887
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,107,300 | $765,597 | $13,367,674 | XML |
| 990-PF | December 2024 | $1,430,365 | $778,403 | $12,025,971 | XML |
| 990-PF | December 2023 | $1,155,240 | $1,064,272 | $11,374,009 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7105549).
Questions about BARNETT & ANNALEE NEWMAN FOUNDATION TR
- What is the EIN of BARNETT & ANNALEE NEWMAN FOUNDATION TR?
- The employer identification number (EIN) of BARNETT & ANNALEE NEWMAN FOUNDATION TR is 13-7105549.
- Is BARNETT & ANNALEE NEWMAN FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BARNETT & ANNALEE NEWMAN FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARNETT & ANNALEE NEWMAN FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARNETT & ANNALEE NEWMAN FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARNETT & ANNALEE NEWMAN FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BARNETT & ANNALEE NEWMAN FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BARNETT & ANNALEE NEWMAN FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,107,300, expenses of $765,597 and total assets of $13,367,674 at year end.
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