2018-01-30T16:23:40-07:00 2017-10-31 261508234 WHEELER ACCOUNTANTS LLP 1475 SARATOGA AVE STE 100 SAN JOSE CA 951294951 990PF 2016-11-01 770472013 NEWBERRY FAMILY CHARITABLE FOUNDATI NEWB 5105724595 PO BOX 1630 LIVINGSTON MT 590474700 STEPHEN G NEWBERRY PRESIDENT 4084468300 2018-01-29 true MATTHEW O WHEELER CPA P00759706 4082521800 2018-01-29 F952B295EFBDEB7AC64D3D28EE61F5F0033D09BB CACE634D35D390348DD40F49AF9814A6A745E093 2016 2021-01-29 14:40:06Z X 1017797 X X 29 29 26158 26158 19083 122403 19083 45270 45270 45000 21600 23400 6360 6360 36 11 25 8728 8208 520 60124 29819 30305 87500 87500 147624 29819 117805 -102354 15451 99624 65591 65591 466743 336927 336927 433583 615279 615279 999950 1017797 1017797 1800 1800 1800 1800 X 998150 1015997 998150 1015997 999950 1017797 998150 -102354 120201 1015997 1015997 FRB 6544 P 2016-09-23 2016-11-10 5552 6004 -452 -452 FRB 6528 P 2013-10-18 2017-07-13 190 64 126 126 FRB 6528 P 2011-10-28 2017-07-13 71 15 56 56 FRB 6528 P 2013-10-18 2017-07-13 69 14 55 55 FRB 6528 P 2013-10-18 2017-07-13 8018 13637 -5619 -5619 FRB 6528 P 2013-10-18 2017-07-13 14391 9089 5302 5302 FRB 6528 P 2013-10-18 2017-07-13 13523 13622 -99 -99 FRB 6528 P 2013-10-18 2017-07-03 58651 36190 22461 22461 FRB 6544 P 2015-01-13 2016-11-10 21938 24570 -2632 -2632 FRB 6544 P 2016-11-01 2016-12-31 115 -115 -115 19083 -567 false 74815 1574579 0.047514 80359 1712074 0.046937 44816 1111165 0.040332 70020 1056439 0.066279 40458 1035707 0.039063 0.240125 0.048025 1009011 48458 155 48613 117805 X 155 155 155 155 false false false false false false false true true CA MT true false false false false true N/A NEWBERRY FAMILY CHARITABLE FOUNDATI 4088673011 PO BOX 1630 LIVINGSTON MT 590474700 false false false false false false false false false false false false false false false false false false false STEPHEN G NEWBERRY 107 ELBOW CREEK ROAD LIVINGSTON MT 59047 PRESIDENT 000.00 10000 0 0 SHELLEY A NEWBERRY 107 ELBOW CREEK ROAD LIVINGSTON MT 59047 VICE PRESIDE 000.00 15000 0 0 RYAN S NEWBERRY 107 ELBOW CREEK ROAD LIVINGSTON MT 59047 DIRECTOR 000.00 10000 0 0 SCOTT M NEWBERRY 107 ELBOW CREEK ROAD LIVINGSTON MT 59047 DIRECTOR 000.00 10000 0 0 NONE NONE N/A 973370 51007 0 1024377 1024377 15366 1009011 50451 50451 155 155 50296 50296 50296 117805 117805 155 117650 50296 11327 17198 10377 5058 25332 69292 117805 50296 67509 136801 0 11327 125474 17198 10377 5058 25332 67509 X RED ANGUS ASSOCIATION 4201 N INTERSTATE 35 DENTON TX 762073415 EXEMPT PROGRAMS TO ADVANCE FOOD QUALITY 20000 INTREPID FALLEN HEROES 1 INTREPID SQUARE NEW YORK NY 10036 EXEMPT ASSIST INJURED SERVICE PERSONNEL 2000 BOZEMAN DEACONESS 931 HIGHLAND BLVD 3200 BOZEMAN MT 59047 EXEMPT MEDICAL EQUIPMENT 2000 PARK COUNTY COMMUNITY FOUNDATION PO BOX 2199 LIVINGSTON MT 59047 EXEMPT GENERAL FUND - COMMUNITY SUPPORT 2000 LIVINGSTON YOUTH SOCCER PO BOX 556 LIVINGSTON MT 59047 EXEMPT NORTHSIDE PARK SOCCER PROJECT 2500 ARROWHEAD SCHOOL 1489 EAST RIVER RD PRAY MT 59065 EXEMPT ADOPT A STUDENT PROGRAM 4000 WARRIORS & QUIET WATERS FOUNDATION 1087 STONERIDGE DR 1 BOZEMAN MT 59718 EXEMPT REINTEGRATE VETERANS INTO SOCIETY 50000 MARK ALAN DOHERTY SCHOLAR FUND PO BOX 369 CHEYENNE WY 82003 EXEMPT MEMORIAL COLLEGE FUND 5000 87500 14 29 14 26158 18 19083 45270 45270 false false false false false false false false false false ACCOUNTING 6360 6360 CORPORATE STOCK 336927 336927 OTHER INVESTMENTS FMV 615279 615279 EXPENSES INVESTMENT ADVISORY FEES 8208 8208 PO BOX 520 520 UNREALIZED GAINS/LOSSES 120200 ROUNDING 1 PAYABLE TO STEVEN NEWBERRY 1800 1800 STATE TAXES 25 25 FOREIGN TAXES 11 11