Nonprofit · EIN 77-0472013
NEWBERRY FAMILY CHARITABLE FOUNDATION
Tax-exempt · LIVINGSTON, MT 59047
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $686,983 | $229,320 | $457,663 | $2,564,858 | $0 | $2,564,858 |
| October 31, 2024 | 990-PF | $312,446 | $74,732 | $237,714 | $2,293,069 | $7,181 | $2,285,888 |
| October 31, 2023 | 990-PF | $197,029 | $115,761 | $81,268 | $1,881,218 | $7,181 | $1,874,037 |
| October 31, 2021 | 990-PF | $31,419 | $92,998 | -$61,579 | $2,154,637 | $7,181 | $2,147,456 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $7,181
- Dividends
- $63,181
- Net gain from sales of assets
- $616,453
- Other income
- $168
Expenses
- Grants and similar amounts paid
- $142,250
- Compensation of officers, directors and key employees
- $45,800
- Disbursements for charitable purposes
- $179,147
- Excise tax on investment income
- $8,752
Balance sheet and other
- Total assets, start of year
- $2,293,069
- Total assets, end of year
- $2,564,858
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,564,858
- Fair market value of assets
- $2,564,858
- Qualifying distributions
- $179,147
- Net investment income
- $679,802
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLEY A NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | VICE PRESIDENT | 5 | $15,800 |
| STEPHEN G NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | PRESIDENT | 2 | $10,000 |
| RYAN S NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | DIRECTOR | 2 | $10,000 |
| SCOTT M NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | DIRECTOR | 2 | $10,000 |
990-PF for the year ended October 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLEY A NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | VICE PRESIDE | 5 | $15,000 |
| STEPHEN G NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | PRESIDENT | 2 | $10,000 |
| RYAN S NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | DIRECTOR | 2 | $10,000 |
| SCOTT M NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | DIRECTOR | 2 | $10,000 |
990-PF for the year ended October 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLEY A NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | VICE PRESIDE | 5 | $15,000 |
| STEPHEN G NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | PRESIDENT | 0 | $10,000 |
| RYAN S NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | DIRECTOR | 2 | $10,000 |
| SCOTT M NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | DIRECTOR | 2 | $10,000 |
990-PF for the year ended October 31, 2021: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLEY A NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | VICE PRESIDE | 0 | $15,000 |
| STEPHEN G NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | PRESIDENT | 0 | $10,000 |
| RYAN S NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | DIRECTOR | 0 | $10,000 |
| SCOTT M NEWBERRY 107 ELBOW CREEK ROAD, LIVINGSTON, MT 59047 | DIRECTOR | 0 | $10,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 1630, LIVINGSTON, MT 59047-4700
- In care of
- % STEVE NEWBERRY
- Signed the 990-PF
- STEVE NEWBERRY, PRESIDENT
- Phone
- (408) 446-8300
- Return prepared by
- WHEELER ACCOUNTANTS 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0472013
- 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
- 1999
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,564,858
- Income (IRS master file)
- $1,895,288
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $686,983 | $229,320 | $2,564,858 | IRS |
| 990-PF | October 2024 | $312,446 | $74,732 | $2,293,069 | XML |
| 990-PF | October 2023 | $197,029 | $115,761 | $1,881,218 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | $31,419 | $92,998 | $2,154,637 | XML |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 77-0472013).
Questions about NEWBERRY FAMILY CHARITABLE FOUNDATION
- What is the EIN of NEWBERRY FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of NEWBERRY FAMILY CHARITABLE FOUNDATION is 77-0472013.
- Is NEWBERRY FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to NEWBERRY FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEWBERRY FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEWBERRY FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEWBERRY FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of NEWBERRY FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $15,800 (SHELLEY A NEWBERRY, VICE PRESIDENT).
- How much revenue does NEWBERRY FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $686,983, expenses of $229,320 and total assets of $2,564,858 at year end.
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