Lucy E Holcombe Charitable Foundation

Private foundation · Grantmaker Warren, RI EIN: 47-4796428

Lucy E Holcombe Charitable Foundation is a private foundation, based in Warren, RI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.8M in total assets. In 2025, it awarded 4 grants totaling $291K. Net investment income was $350K.

Key facts about Lucy E Holcombe Charitable Foundation

In short: Lucy E Holcombe Charitable Foundation gave $291K across 4 grants in 2025 (avg $73K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
47-4796428
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$290,500
Grants made (2025)
4
Average grant
$72,625
Median grant
$49,000
Total assets
$3,792,313
Primary geography
Connecticut (62% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.8M

+0.2% YoY

Annual Giving

$291K

-3.2% YoY

Grant Count

4

-42.9% YoY

Avg Grant Size

$73K

+69.5% YoY

Under IRS private-foundation payout rules, Lucy E Holcombe Charitable Foundation reported a distributable amount of $274K for 2025 — the minimum it must pay out in qualifying distributions.

How Lucy E Holcombe Charitable Foundation gives

  • Giving held roughly steady from 2022 to 2025 (+4%). Method
  • In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

LittletonSugar HillFranconiaProvidenceHartfordBethlehemBryn MawrConcordGranbyHaverhillLebanonManchesterNewportSmithfieldWarrenWarwickWellfleet

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K9 grants2020 4 grants2021 6 grants2022 7 grants2023 7 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $235K (2023) to $300K (2024). In 2025 it made 4 grants totaling $291K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Granby Land Trust: $180KGranby Land Trust$180KSt Matthew's Chapel: $83KSt Matthew's Chapel$83KSugar Hill Imprvmnt Assoc: $15KSugar Hill Imprvmnt Assoc$15KAll Saints Food Bank: $13KAll Saints Food Bank$13K

The largest 2025 recipient was Granby Land Trust ($180K). Together the top 4 received $291K.

Grant Size Distribution

28 grants across all recorded years

14<$50K11$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 28 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Granby Land Trust Granby, CTLandconservationpurchase$180,000
St Matthew's Chapel Sugar Hill, NHNew roof &organ$83,000
Sugar Hill Imprvmnt Assoc Sugar Hill, NHDesign, purchase& install VillageWelcome signs$15,000
All Saints Food Bank Littleton, NHRenovationsto meet buildingcodes$12,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,792,313$3,785,117$3,793,915
Revenue$384,918$280,363$148,536
Expenses$327,722$339,161$238,382
Qualifying Distributions$290,500$300,000$235,000
Net Investment Income$349,994$245,928$177,148
Distributable Amount$274,243$272,497$252,832

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)

Leadership & Key People

Officers and directors from IRS filings

Lucy E Holcombe Charitable Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Douglas E Hinman

    Co-Trustee

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Elizabeth S Holcombe

    Co-Trustee

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Nancy K Hinman

    Co-Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Shepherd M Holcombe Jr.

    Co-Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Lucy E Holcombe Charitable Foundation

How much does Lucy E Holcombe Charitable Foundation give each year?

Lucy E Holcombe Charitable Foundation gave $291K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $300K across 7 grants.

What is Lucy E Holcombe Charitable Foundation's typical grant size?

Lucy E Holcombe Charitable Foundation's median grant in 2025 was $49,000, and its average grant was $72,625, across 4 grants on its 2025 IRS Form 990-PF.

Where does Lucy E Holcombe Charitable Foundation give grants?

Lucy E Holcombe Charitable Foundation gives mostly in Connecticut: 62% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New Hampshire (38%). The most frequent recipient cities were Sugar Hill, NH (2 grants).

Does Lucy E Holcombe Charitable Foundation give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Lucy E Holcombe Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support.

How large is Lucy E Holcombe Charitable Foundation?

Lucy E Holcombe Charitable Foundation reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $291K in qualifying distributions that year, against a required minimum of $274K (roughly 5% of its investment assets).

What is Lucy E Holcombe Charitable Foundation's EIN?

Lucy E Holcombe Charitable Foundation's EIN (Employer Identification Number) is 47-4796428. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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