Nonprofit · EIN 31-1480932
NEXTGEN FOUNDATION CHARITABLE TR
Tax-exempt · EMIGRANT, MT 59027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $704,453 | $604,061 | $100,392 | $13,378,209 | $0 | $13,378,209 |
| March 31, 2024 | 990-PF | $474,966 | $603,652 | -$128,686 | $12,872,167 | $0 | $12,872,167 |
| March 31, 2023 | 990-PF | $493,498 | $723,963 | -$230,465 | $11,786,585 | $0 | $11,786,585 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $704,453
Expenses
- Grants and similar amounts paid
- $590,566
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $590,566
- Excise tax on investment income
- $9,684
Balance sheet and other
- Total assets, start of year
- $12,872,167
- Total assets, end of year
- $13,378,209
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,378,209
- Fair market value of assets
- $13,378,209
- Qualifying distributions
- $590,566
- Net investment income
- $704,453
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT E SMITH PO BOX 79, EMIGRANT, MT 59027 | PRESIDENT | 4 | $0 |
| ROBERT E SMITH PO BOX 79, EMIGRANT, MT 59027 | SECRETARY | 0.25 | $0 |
| PAUL O WALLACE 1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230 | TREASURER | 0.25 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT E SMITH 66 DEEP CREEK ROAD, LIVINGSTON, MT 59047 | PRESIDENT | 4 | $0 |
| MELISSA W SMITH 66 DEEP CREEK ROAD, LIVINGSTON, MT 59047 | SECRETARY | 4 | $0 |
| PAUL O WALLACE 1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230 | TREASURER | 0.25 | $0 |
990-PF for the year ended March 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT E SMITH 66 DEEP CREEK ROAD, LIVINGSTON, MT 59047 | PRESIDENT | 4 | $0 |
| MELISSA W SMITH 66 DEEP CREEK ROAD, LIVINGSTON, MT 59047 | SECRETARY | 4 | $0 |
| PAUL O WALLACE 1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230 | TREASURER | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 79, EMIGRANT, MT 59027-0079
- Signed the 990-PF
- PAUL O WALLACE, TRUSTEE
- Phone
- (410) 568-1500
- Return prepared by
- GROSS MENDELSOHN & ASSOCIATES PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1480932
- 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
- 1996
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $13,378,209
- Income (IRS master file)
- $704,453
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $704,453 | $604,061 | $13,378,209 | XML |
| 990-PF | March 2024 | $474,966 | $603,652 | $12,872,167 | XML |
| 990-PF | March 2023 | $493,498 | $723,963 | $11,786,585 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 31-1480932).
Questions about NEXTGEN FOUNDATION CHARITABLE TR
- What is the EIN of NEXTGEN FOUNDATION CHARITABLE TR?
- The employer identification number (EIN) of NEXTGEN FOUNDATION CHARITABLE TR is 31-1480932.
- Is NEXTGEN FOUNDATION CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to NEXTGEN FOUNDATION CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEXTGEN FOUNDATION CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEXTGEN FOUNDATION CHARITABLE TR due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEXTGEN FOUNDATION CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of NEXTGEN FOUNDATION CHARITABLE TR?
- The 990-PF for the year ended March 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does NEXTGEN FOUNDATION CHARITABLE TR have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $704,453, expenses of $604,061 and total assets of $13,378,209 at year end.
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