Civic Intelligence

Newberry Family Charitable Foundati

EIN 77-0472013 • Livingston, MT

PO Box 1630Livingston, MT 59047-4700
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.02x

Higher debt load relative to revenue than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

76%

Higher net margin than 94% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$15,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

59%

Faster revenue growth than 81% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$2,293,069

Up $411,851 (+22%) from 2023

Liabilities

Flat

$7,181

Flat from 2023

Net Assets

Up

$2,285,888

Up $411,851 (+22%) from 2023

Operations
Liabilities / Revenue47th percentileNet Margin94th percentile

Revenue

Up

$312,446

Up $115,417 (+59%) from 2023

Expenses

Down

$74,732

Down $41,029 (-35%) from 2023

Net Income

Up

$237,714

Up $156,446 (+193%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,172,028Liabilities 2010: $4,205Net Assets 2010: $1,167,8232010Assets 2011: $1,081,829Liabilities 2011: $10,000Net Assets 2011: $1,071,8292011Assets 2012: $1,073,218Liabilities 2012: $0Net Assets 2012: $1,073,2182012Assets 2013: $1,136,623Liabilities 2013: $12013Assets 2014: $1,177,264Liabilities 2014: $0Net Assets 2014: $1,177,2642014Assets 2015: $1,068,133Liabilities 2015: $0Net Assets 2015: $1,068,1332015Assets 2016: $999,950Liabilities 2016: $1,800Net Assets 2016: $998,1502016Assets 2017: $1,017,797Liabilities 2017: $1,800Net Assets 2017: $1,015,9972017Assets 2018: $1,479,740Liabilities 2018: $7,181Net Assets 2018: $1,472,5592018Assets 2019: $1,553,054Liabilities 2019: $7,181Net Assets 2019: $1,545,8732019Assets 2020: $1,446,050Liabilities 2020: $7,181Net Assets 2020: $1,438,8692020Assets 2021: $2,154,637Liabilities 2021: $7,181Net Assets 2021: $2,147,4562021Assets 2022: $1,844,305Liabilities 2022: $7,181Net Assets 2022: $1,837,1242022Assets 2023: $1,881,218Liabilities 2023: $7,181Net Assets 2023: $1,874,0372023Assets 2024: $2,293,069Liabilities 2024: $7,181Net Assets 2024: $2,285,8882024

Highlighted filing

2024

Assets$2,293,069
Liabilities$7,181
Net Assets$2,285,888
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2010: $370,6622010Expenses 2011: $106,8502011Expenses 2012: $70,6172012Revenue 2013: $168,520Expenses 2013: $101,567Net Income 2013: $66,9532013Revenue 2014: $47,393Expenses 2014: $73,952Net Income 2014: -$26,5592014Revenue 2015: $38,547Expenses 2015: $109,568Net Income 2015: -$71,0212015Revenue 2016: $8,170Expenses 2016: $103,142Net Income 2016: -$94,9722016Revenue 2017: $45,270Expenses 2017: $147,624Net Income 2017: -$102,3542017Revenue 2018: $532,413Expenses 2018: $79,204Net Income 2018: $453,2092018Revenue 2019: $187,202Expenses 2019: $150,817Net Income 2019: $36,3852019Revenue 2020: -$161,785Expenses 2020: $42,291Net Income 2020: -$204,0762020Revenue 2021: $31,419Expenses 2021: $92,998Net Income 2021: -$61,5792021Revenue 2022: $53,016Expenses 2022: $123,558Net Income 2022: -$70,5422022Revenue 2023: $197,029Expenses 2023: $115,761Net Income 2023: $81,2682023Revenue 2024: $312,446Expenses 2024: $74,732Net Income 2024: $237,7142024

Highlighted filing

2024

Revenue$312,446
Expenses$74,732
Net Income$237,714
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,293,069
Liabilities
$7,181
Net assets
$2,285,888
Revenue
$312,446
Expenses
$74,732
Net income
$237,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.01$2.29$0.31$0.07$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.01$1.87$0.20$0.12$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.84$0.05$0.12$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.01$2.15$0.03$0.09$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.01$1.44$0.16$0.04$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.01$1.55$0.19$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.01$1.47$0.53$0.08$0.45
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.15$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.01$0.10$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$1.14$0.00$0.17$0.10$0.07
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.37
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Sep 14, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLEY A NEWBERRYVice PresidePT$25,000-$25,000
RYAN S NEWBERRYDirector-$10,000-$10,000
SCOTT M NEWBERRYDirector-$10,000-$10,000
STEPHEN G NEWBERRYPresident-$0--
Filing and Contact Details

Filer

Filer Name
Newberry Family Charitable Foundati
EIN
77-0472013
Phone
5105724595
Address
PO BOX 1630, LIVINGSTON, MT 59047-4700

Signing Officer

Name
Stephen G Newberry
Title
President
Phone
4084468300
Signed
2023-09-14

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Matthew O Wheeler CPA
Phone
4082521800
Raw XML Appendix285 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt03175
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01513431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01513431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0270859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0270859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt037908
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt015108
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt053016
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt053016
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03175
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt015108
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt023400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt064250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt064250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037908
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037908
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-70542
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0415862
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015108
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021147
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010269
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0864
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt091689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0123558
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt053016
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117460
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt015108
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0239790
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02076914
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02147456
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01837124
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt098989
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt098989
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt098989
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0294
IRS990PF/DistributableAmountGrp/TotalTaxAmt0294
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0294
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0294
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0294
IRS990PF/FMVAssetsEOYAmt01844307
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt060015
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt310000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN G NEWBERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHELLEY A NEWBERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RYAN S NEWBERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SCOTT M NEWBERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1107 ELBOW CREEK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2107 ELBOW CREEK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3107 ELBOW CREEK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LIVINGSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LIVINGSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd259047
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LIVINGSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0590474700
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NEWBERRY FAMILY CHARITABLE FOUNDATI
IRS990PF/StatementsRegardingActyGrp/PhoneNum04088673011
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt153850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PARK COUNTY'S CHARITABLE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2REINTEGRATE VETERANS INTO SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PARK CO COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WARRIORS & QUIET WATERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0104 S MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21087 STONERIDGE DR 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LIVINGSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LIVINGSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOZEMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259718
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt091689
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt098989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046314
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt057692
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt050392
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt046314
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046314
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091689
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt096706
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104006
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0239790
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010269
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010269
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt07181
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE TO STEVEN NEWBERRY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt07181
TaxesSchedule/TaxesDetail/Amt0864
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0864
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN G NEWBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04084468300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWBERRY FAMILY CHARITABLE FOUNDATI
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0770472013
ReturnHeader/Filer/PhoneNum05105724595
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1630
ReturnHeader/Filer/USAddress/CityNm0LIVINGSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0590474700
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW O WHEELER CPA
ReturnHeader/ReturnTs02023-09-14T17:31:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEWBERRY
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

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