Barnett & Annalee Newman Foundation Tr

New York, NY
Tax-exempt since June 2004
EIN: 13-7105549

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.43M (2024)

Expenses

$778k (2024)

Total Assets

$12M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,430,365

Expenses

$778,403

Net Income

$651,962

Net Assets

$12,025,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,251	0.1%
Dividends	$167,729	11.7%
Sales of Assets	$1,261,211	88.2%
Other Income	$174	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,049	33.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,025,971
Total Liabilities	$0
Net Assets	$12,025,971

Compensation

Key Employees and Officers	Compensation	Other
Frank Stella Co Fdn (Trustee (Thru 5/4/24))	$0	$0
Paula Pelosi Co Fdn (Administrative Trustee)	$0	$0
Peter Stella Co Fdn (Trustee (From May 2024))	$0	$0

990-PF

Filed on July 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,155,240

Expenses

$1,064,272

Net Income

$90,968

Net Assets

$11,374,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,867	0.3%
Dividends	$191,945	16.6%
Sales of Assets	$959,428	83.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,902	7.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,374,009
Total Liabilities	$0
Net Assets	$11,374,009

Compensation

Key Employees and Officers	Compensation	Other
Frank Stella Co Fdn (Trustee)	$0	$0
Paula Pelosi Co Fdn (Trustee)	$0	$0

990-PF

Filed on March 28, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$623,552

Expenses

$458,773

Net Income

$164,779

Net Assets

$11,283,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,681	0.4%
Dividends	$149,118	23.9%
Sales of Assets	$471,646	75.6%
Other Income	$107	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,765	16.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,283,041
Total Liabilities	$0
Net Assets	$11,283,041

Compensation

Key Employees and Officers	Compensation	Other
Frank Stella Co Fdn (Trustee)	$0	$0
Paula Pelosi Co Fdn (Trustee)	$0	$0

990-PF

Filed on Aug. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,105,539

Expenses

$11,402,333

Net Income

-$10,296,794

Net Assets

$11,118,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$490	0.0%
Dividends	$106,444	9.6%
Sales of Assets	$997,805	90.3%
Other Income	$800	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,308,317	37.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,118,262
Total Liabilities	$0
Net Assets	$11,118,262

Compensation

Key Employees and Officers	Compensation	Other
Frank Stella Co Fdn (Trustee)	$0	$0
Paula Pelosi Co Fdn (Trustee)	$0	$0

990-PF

Filed on June 30, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$2,387,537

Expenses

$1,643,997

Net Income

$743,540

Net Assets

$21,415,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,082	0.2%
Dividends	$232,206	9.7%
Sales of Assets	$2,150,313	90.1%
Other Income	$936	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,625,136	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,415,056
Total Liabilities	$1
Net Assets	$21,415,055

Compensation

Key Employees and Officers	Compensation	Other
Frank Stella Co Fdn (Trustee)	$0	$0
Paula Pelosi Co Fdn (Trustee)	$0	$0

990-PF

Filed on Oct. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$839,715

Expenses

$591,992

Net Income

$247,723

Net Assets

$20,671,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,621	0.3%
Dividends	$398,242	47.4%
Sales of Assets	$435,257	51.8%
Other Income	$3,595	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$558,533	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,671,516
Total Liabilities	$1
Net Assets	$20,671,515

Compensation

Key Employees and Officers	Compensation	Other
Frank Stella Co Fdn (Trustee)	$0	$0
Paula Pelosi Co Fdn (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$1,211,035

Expenses

$1,373,873

Net Income

-$162,838

Net Assets

$29,699,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,847	0.2%
Dividends	$609,709	50.3%
Sales of Assets	$599,214	49.5%
Other Income	$265	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$970,005	70.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,699,553
Total Liabilities	$0
Net Assets	$29,699,553

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,575,487

Expenses

$2,247,134

Net Income

-$671,647

Net Assets

$29,862,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,937	0.1%
Dividends	$572,423	36.3%
Sales of Assets	$1,000,930	63.5%
Other Income	$197	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,805,000	80.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,862,391
Total Liabilities	$0
Net Assets	$29,862,391

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,513,478

Expenses

$1,418,914

Net Income

$94,564

Net Assets

$30,240,898

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,907	0.2%
Dividends	$592,809	39.2%
Sales of Assets	$916,659	60.6%
Other Income	$1,103	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,032,479	72.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,240,898
Total Liabilities	$0
Net Assets	$30,240,898

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$688,556

Expenses

$469,463

Net Income

$219,093

Net Assets

$30,146,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,562	0.4%
Dividends	$645,854	93.8%
Sales of Assets	$35,954	5.2%
Other Income	$4,186	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,674	35.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,146,334
Total Liabilities	$0
Net Assets	$30,146,334

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,038,991

Expenses

$899,503

Net Income

$139,488

Net Assets

$29,825,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,979	0.3%
Dividends	$656,028	63.1%
Sales of Assets	$379,647	36.5%
Other Income	$337	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$429,310	47.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,825,829
Total Liabilities	$0
Net Assets	$29,825,829

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

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Barnett & Annalee Newman Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.43M (2024)

Expenses $778k (2024)

Total Assets $12M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$1.43M (2024)

Expenses

$778k (2024)

Total Assets

$12M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001