Lucy E Holcombe Charitable Foundation

Foundation · Grantmaker WARREN, RI EIN: 47-4796428

Lucy E Holcombe Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WARREN, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 7 grants totaling $300K. Net investment income was $246K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.8M

-0.2% YoY

Annual Giving

$300K

+27.7% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$43K

+27.7% YoY

Under IRS private-foundation payout rules, Lucy E Holcombe Charitable Foundation reported a distributable amount of $272K for 2024 — the minimum it must pay out in qualifying distributions.

About Lucy E Holcombe Charitable Foundation

Based on IRS filings

Lucy E Holcombe Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WARREN, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 7 grants totaling $300K. Net investment income was $246K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

BethlehemBryn MawrConcordFranconiaHartfordHaverhillLebanonLittletonManchesterNewportProvidenceSmithfieldSugar HillWarrenWarwickWellfleet

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$93K$187K$280K$373K20202021202220232024
Metric202420232022
Total Assets$3,785,117$3,793,915$3,883,761
Revenue$280,363$148,536$80,346
Expenses$339,161$238,382$284,666
Qualifying Distributions$300,000$235,000$280,065
Net Investment Income$245,928$177,148$149,503
Distributable Amount$272,497$252,832$263,159

Giving Over Time

Total grant dollars and number of grants per year

$0$75K$150K$225K$300K9 grants20204 grants20216 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Friends of Cape Cod Nat'…$100KFranconia Are Heritage C…$50KCongress of the Birds$50KSociety for Protection o…$25KThe Shipley School$25KWaypoint$25KNorth Country Health Cons$25K

Grant Size Distribution

33 grants across all recorded years

18<$50K13$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Friends of Cape Cod Nat'l Seashore ($100,000), Franconia Are Heritage Council ($50,000), Congress of the Birds ($50,000).

RecipientPurposeAmount
Franconia Are Heritage Council Franconia, NHHVAC,bldg restorationcomputer equip$50,000
Society for Protection of NH Forests Concord, NHBarn bldgrestoration$25,000
Friends of Cape Cod Nat'l Seashore Wellfleet, MAReplaceMarconi Beachstairway$100,000
The Shipley School Bryn Mawr, PAScholarshipFund$25,000
Congress of the Birds Providence, RIAvian ReleaseCenterConstruction$50,000
Waypoint Manchester, NHGeneralPurposes$25,000
North Country Health Cons Littleton, NHGeneralPurposes$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Nancy K HinmanCo-Trustee1
Douglas E HinmanCo-Trustee0.5
Shepherd M Holcombe JrCo-Trustee1
Elizabeth S HolcombeCo-Trustee0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lucy E Holcombe Charitable Foundation?

Lucy E Holcombe Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WARREN, RI. It holds $3.8M in total assets as of 2024.

How large is Lucy E Holcombe Charitable Foundation?

As of 2024, Lucy E Holcombe Charitable Foundation holds $3.8M in total assets with $280K in annual revenue. It awarded 7 grants totaling $300K in 2024.

Where does Lucy E Holcombe Charitable Foundation operate?

Lucy E Holcombe Charitable Foundation has awarded grants in Connecticut, Massachusetts, New Hampshire, Pennsylvania, Rhode Island.

What size grants does Lucy E Holcombe Charitable Foundation award?

In 2024, Lucy E Holcombe Charitable Foundation awarded 7 grants totaling $300K — an average of about $43K per grant, based on its IRS Form 990 filings.

How much is Lucy E Holcombe Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lucy E Holcombe Charitable Foundation reported a distributable amount of $272K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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

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