Nonprofit · EIN 54-2016695
NEWBERN FOUNDATION
Tax-exempt · ROANOKE, VA 24017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $659,769 | $116,791 | $542,978 | $3,595,331 | $0 | $3,595,331 |
| December 31, 2023 | 990-PF | $6,811 | $10,176 | -$3,365 | $2,801,416 | $0 | $2,801,416 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $552,434
- Dividends
- $87,148
- Interest
- $57
- Net gain from sales of assets
- $20,130
Expenses
- Grants and similar amounts paid
- $106,030
- Disbursements for charitable purposes
- $108,400
- Excise tax on investment income
- $1,375
Balance sheet and other
- Total assets, start of year
- $2,801,416
- Total assets, end of year
- $3,595,331
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,595,331
- Fair market value of assets
- $3,595,331
- Qualifying distributions
- $108,400
- Net investment income
- $107,335
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 |
|---|---|---|---|
| JESS NEWBERN III 3570 HERSHBERGER ROAD NW, ROANOKE, VA 24017 | President & T | 2 | $0 |
| J CASON NEWBERN 314 COVENTRY LANE, ROANOKE, VA 24014 | Secretary | 0 | $0 |
| KELLY NEWBERN VAN AKEN 1838 ARDEN ROAD, ROANOKE, VA 24015 | Vice President | 0 | $0 |
| L BROOK NEWBERN RONCINSKE 1221 VALLEY ROAD, SOUTH HILL, VA 23970 | Vice President | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jess Newbern III 3570 Hershberger Road NW, Roanoke, VA 240171834 | President and Treasurer | 2 | $0 |
| J Cason Newbern 314 Coventry Lane, Roanoke, VA 24014 | VP and Secretary | 0 | $0 |
| Kelly Newbern Van Aken 1838 Arden Road, Roanoke, VA 24015 | VP | 0 | $0 |
| L Brook Newbern Roncinske 1221 Valley Road, South Hill, VA 23970 | VP | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3570 HERSHBERGER RD NW, ROANOKE, VA 24017-1834
- In care of
- % JESS NEWBERN III
- Signed the 990-PF
- JESS NEWBERN III, President
- Phone
- (540) 777-2020
- Return prepared by
- COLE MCILWAIN & CO 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 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
- 54-2016695
- 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)
- $3,595,331
- Income (IRS master file)
- $1,292,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $659,769 | $116,791 | $3,595,331 | IRS |
| 990-PF | December 2023 | $6,811 | $10,176 | $2,801,416 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 54-2016695).
Questions about NEWBERN FOUNDATION
- What is the EIN of NEWBERN FOUNDATION?
- The employer identification number (EIN) of NEWBERN FOUNDATION is 54-2016695.
- Is NEWBERN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to NEWBERN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEWBERN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEWBERN FOUNDATION 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 NEWBERN FOUNDATION 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 NEWBERN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does NEWBERN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $659,769, expenses of $116,791 and total assets of $3,595,331 at year end.
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