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Nonprofit · EIN 04-6470644

NEW BALANCE FOUNDATION

Tax-exempt · BOSTON, MA 02135

Financials

$38.5M$10.6M2022$28.5M$12.5M2023$63.5M$17.7M2024
Revenue Expenses · by fiscal year end
Financials of NEW BALANCE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$63,504,797$17,719,938$45,784,859$242,158,426$0$242,158,426
November 30, 2024990-PF$28,469,246$12,539,988$15,929,258$196,373,567$0$196,373,567
November 30, 2023990-PF$38,526,003$10,642,858$27,883,145$180,444,309$0$180,444,309
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$50,000,000
Dividends
$7,453,992
Net gain from sales of assets
$6,050,617
Other income
$188

Expenses

Grants and similar amounts paid
$16,796,311
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$16,798,311
Excise tax on investment income
$176,574

Balance sheet and other

Total assets, start of year
$196,373,567
Total assets, end of year
$242,158,426
Total liabilities, end of year
$0
Net assets, end of year
$242,158,426
Fair market value of assets
$287,689,582
Qualifying distributions
$16,798,311
Net investment income
$13,504,797

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANNE M DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE3$0
JAMES S DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
PAUL G GAURON
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
KASSIA A DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
CHRISTOPHER C DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
MEGAN BLOCK
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
MOLLY SANTRY
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
990-PF for the year ended November 30, 2024: 5 people
NameTitleHours / weekCompensation
ANNE M DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE3$0
JAMES S DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
PAUL G GAURON
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
KASSIA A DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
CHRISTOPHER C DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
990-PF for the year ended November 30, 2023: 5 people
NameTitleHours / weekCompensation
ANNE M DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE3$0
JAMES S DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
PAUL G GAURON
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
KASSIA A DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0
CHRISTOPHER C DAVIS
100 GUEST STREET, BOSTON, MA 02135
TRUSTEE0.25$0

Address and contacts

Address (IRS master file)
100 GUEST ST, BOSTON, MA 02135-2028
Signed the 990-PF
ANNE M DAVIS, TRUSTEE
Phone
(617) 746-2212
Return prepared by
ANDREW J WILSON & COMPANY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
04-6470644
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$242,158,426
Income (IRS master file)
$193,556,129

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$63,504,797$17,719,938$242,158,426XML
990-PFNovember 2024$28,469,246$12,539,988$196,373,567XML
990-PFNovember 2023$38,526,003$10,642,858$180,444,309XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––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 04-6470644).

Questions about NEW BALANCE FOUNDATION

What is the EIN of NEW BALANCE FOUNDATION?
The employer identification number (EIN) of NEW BALANCE FOUNDATION is 04-6470644.
Is NEW BALANCE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does NEW BALANCE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of NEW BALANCE FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NEW BALANCE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of NEW BALANCE FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does NEW BALANCE FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $63,504,797, expenses of $17,719,938 and total assets of $242,158,426 at year end.

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