Civic Intelligence

Newberry Family Charitable Foundation

990PF • Fiscal year 2018 • EIN 77-0472013

Nov 01, 2017 to Oct 31, 2018 • Filed on Feb 13, 2019

Organization Profile
PO Box 1630Livingston, MT 59047-4700

(510) 572-4595

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$15,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

92nd percentile

45%

Faster asset growth than 92% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1076%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,479,740

Up $461,943 (+45%) from 2017

Net Assets

Up

$1,472,559

Up $456,562 (+45%) from 2017

Liabilities

Up

$7,181

Up $5,381 (+299%) from 2017

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin97th percentile

Revenue

Up

$532,413

Up $487,143 (+1076%) from 2017

Expenses

Down

$79,204

Down $68,420 (-46%) from 2017

Net Income

Up

$453,209

Up $555,563 (+543%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$1,479,740
Liabilities$7,181
Net Assets$1,472,559
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$532,413
Expenses$79,204
Net Income$453,209
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Feb 13, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLEY A NEWBERRYVice Preside-$15,000-$15,000
STEPHEN G NEWBERRYPresident-$10,000-$10,000
RYAN S NEWBERRYDirector-$10,000-$10,000
SCOTT M NEWBERRYDirector-$10,000-$10,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWARRIORS & QUIET WATERS FOUNDATIONREINTEGRATE VETERANS INTO SOCIETYEXEMPTBOZEMAN, MT, US$18,400
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
2019-02-13
Discuss with paid preparer
Yes

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 Appendix323 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/Amt07181
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt07181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0586802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0586802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0798814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0798814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt032212
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0193
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt032413
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt032413
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07181
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07181
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt023400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt032212
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt032212
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0453209
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0193
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0193
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02876
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0496
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07926
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08422
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt049667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt079204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0532413
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031267
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029537
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt060804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FRB 6528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt08
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0453209
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03353
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01472559
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01015997
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01472559
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt072253
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt072253
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt072253
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt072311
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt058
IRS990PF/DistributableAmountGrp/TotalTaxAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt058
IRS990PF/FMVAssetsEOYAmt01479740
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt065591
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt094124
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt094124
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0336927
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0586802
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0586802
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0615279
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0798814
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0798814
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01800
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt07181
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01015997
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01472559
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01017797
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01479740
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01479740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07181
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01017797
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01479740
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01015997
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01472559
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01468253
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0337714
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01130539
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022024
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt072311
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01446229
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01468253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt115000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt310000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0107 ELBOW CREEK ROAD
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd059047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd159047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd259047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd359047
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt091882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt091911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0117650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt074815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt080359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt044816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt070020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.063532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.116599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.040332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.066279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01446229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01009011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01574579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01712074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01111165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01056439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt049667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.317661
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt049667
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt049667
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt049667
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1630
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/Amt018400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0REINTEGRATE VETERANS INTO SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WARRIORS & QUIET WATERS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01087 STONERIDGE DR 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOZEMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059718
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018400
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/AppliedToCurrentYearAmt049667
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt022586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt067509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017198
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt022586
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0102888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt067509
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025332
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05058
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04989
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049667
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0102888
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0125474
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEPHEN SHELLEY NEWBERRY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0107 ELBOW CREEK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LIVINGSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd059047
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PO BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0496
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07926
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07926
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1496
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03352
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS/LOSSES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01800
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE TO STEVEN NEWBERRY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt07181
TaxesSchedule/TaxesDetail/Amt0190
TaxesSchedule/TaxesDetail/Amt111
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0190
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN G NEWBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04084468300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0FE72839DB4321A99BCEE30BB807D01DE945D19B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05CE801B59B83CC61F6C42E2F5D9EA4FBDEA773D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-03-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:17:43
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/PreparationDt02019-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW O WHEELER CPA
ReturnHeader/ReturnTs02019-03-11T19:17:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,479,740
Liabilities
$7,181
Net assets
$1,472,559
Revenue
$532,413
Expenses
$79,204
Net income
$453,209
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