Nonprofit · EIN 52-2283813
NEWCASTLE FOUNDATION TR
Tax-exempt · NEW YORK, NY 10005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $476,148 | $377,776 | $98,372 | $5,345,997 | $0 | $5,345,997 |
| December 31, 2023 | 990-PF | -$55,091 | $256,869 | -$311,960 | $5,247,685 | $0 | $5,247,685 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $118,366
- Net gain from sales of assets
- $347,970
- Other income
- $9,812
Expenses
- Grants and similar amounts paid
- $290,200
- Compensation of officers, directors and key employees
- $27,777
- Disbursements for charitable purposes
- $318,477
- Excise tax on investment income
- $5,661
Balance sheet and other
- Total assets, start of year
- $5,247,685
- Total assets, end of year
- $5,345,997
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,345,997
- Fair market value of assets
- $6,929,271
- Qualifying distributions
- $318,477
- Net investment income
- $466,336
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN 140 BROADWAY 4TH FL, NEW YORK, NY 10005 | TRUSTEE | 1 | $27,777 |
| TIMOTHY J BARBERICH 1 CHARLES STREET UNIT 7H, BOSTON, MA 02116 | TRUSTEE | 1 | $0 |
| EILEEN P GEBRIAN 1 CHARLES STREET UNIT 7H, BOSTON, MA 02116 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN 140 BROADWAY 4TH FL, NEW YORK, NY 10005 | TRUSTEE | 1 | $27,612 |
| TIMOTHY J BARBERICH 1 CHARLES STREET UNIT 7H, BOSTON, MA 02116 | TRUSTEE | 1 | $0 |
| EILEEN P GEBRIAN 1 CHARLES STREET UNIT 7H, BOSTON, MA 02116 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 140 BROADWAY 4TH FLOOR, NEW YORK, NY 10005-1101
- In care of
- % BROWN BROTHERS HARRIMAN TR CO LLC
- Signed the 990-PF
- MARK TACCETTA, VICE PRESIDENT
- Phone
- (212) 493-8000
- Return prepared by
- ERNST & YOUNG US LLP
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 | Not 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
- 52-2283813
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,345,997
- Income (IRS master file)
- $736,318
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $476,148 | $377,776 | $5,345,997 | XML |
| 990-PF | December 2023 | -$55,091 | $256,869 | $5,247,685 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 52-2283813).
Questions about NEWCASTLE FOUNDATION TR
- What is the EIN of NEWCASTLE FOUNDATION TR?
- The employer identification number (EIN) of NEWCASTLE FOUNDATION TR is 52-2283813.
- Is NEWCASTLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to NEWCASTLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEWCASTLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEWCASTLE FOUNDATION TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEWCASTLE FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NEWCASTLE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $27,777 (BROWN BROTHERS HARRIMAN, TRUSTEE).
- How much revenue does NEWCASTLE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $476,148, expenses of $377,776 and total assets of $5,345,997 at year end.
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