Newberry Family Charitable Foundati
Newberry Family Charitable Foundati is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Livingston, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 1 grant totaling $5K. Net investment income was $277K.
Key facts about Newberry Family Charitable Foundati
- EIN
- 77-0472013
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $5,000
- Grants made (2024)
- 1
- Average grant
- $5,000
- Median grant
- $5,000
- Total assets
- $2,293,069
- Primary geography
- Arizona (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Newberry Family Charitable Foundati gives
- Giving fell 76% from 2021 to 2024. Method
- In 2024 it paid out 38% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Newberry Family Charitable Foundati
- How to evaluate Newberry Family Charitable Foundati as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Newberry Family Charitable Foundati with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
+21.9% YoY
Annual Giving
$5K
-89.0% YoY
Grant Count
1
-66.7% YoY
Avg Grant Size
$5K
-67.1% YoY
Under IRS private-foundation payout rules, Newberry Family Charitable Foundati reported a distributable amount of $102K for 2024 — the minimum it must pay out in qualifying distributions.
About Newberry Family Charitable Foundati
Based on IRS filings
Newberry Family Charitable Foundati is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Livingston, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 1 grant totaling $5K. Net investment income was $277K.
Focus Areas
Ready to take the next step with Newberry Family Charitable Foundati?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,293,069 | $1,881,218 | $1,844,305 |
| Revenue | $312,446 | $197,029 | $53,016 |
| Expenses | $74,732 | $115,761 | $123,558 |
| Qualifying Distributions | $39,208 | $78,700 | $91,689 |
| Net Investment Income | $276,922 | $159,668 | $21,147 |
| Distributable Amount | $101,936 | $90,585 | $98,989 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Chileno Bay Foundation Inc ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHILENO BAY FOUNDATION INC Scottsdale, AZ | GENERAL FUND | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Stephen G Newberry | President | 2 | $10,000 |
| Shelley a Newberry | Vice Preside | 5 | $15,000 |
| Ryan S Newberry | Director | 2 | $10,000 |
| Scott M Newberry | Director | 2 | $10,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Newberry Family Charitable Foundati?
Newberry Family Charitable Foundati is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Livingston, MT. It holds $2.3M in total assets as of 2024.
How large is Newberry Family Charitable Foundati?
As of 2024, Newberry Family Charitable Foundati holds $2.3M in total assets with $312K in annual revenue. It awarded 1 grant totaling $5K in 2024.
Where does Newberry Family Charitable Foundati operate?
Newberry Family Charitable Foundati has awarded grants in Arizona, California, Montana, New York, Wyoming.
What size grants does Newberry Family Charitable Foundati award?
In 2024, Newberry Family Charitable Foundati awarded 1 grant totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Newberry Family Charitable Foundati required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Newberry Family Charitable Foundati reported a distributable amount of $102K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Newberry Family Charitable Foundati's EIN?
Newberry Family Charitable Foundati's EIN (Employer Identification Number) is 77-0472013. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Newberry Family Charitable Foundati's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
M J Murdock Charitable Trust
Vancouver, WA
Assets
$2.0B
Grants
797
Total Given
$116.6M
The Braewold Fund
Sheridan, MT
Assets
$5.8M
Grants
103
Total Given
$456K
The Arthur M Blank Family Foundation
Atlanta, GA
Assets
—
Grants
586
Total Given
$212.1M
Andrew Sabin Family Foundation
East Hampton, NY
Assets
$9.7M
Grants
167
Total Given
$6.8M
Henry H Uihlein (Sr) and Marion
Mequon, WI
Assets
—
Grants
13
Total Given
$189K
Five Points Foundation
Bozeman, MT
Assets
$2.0M
Grants
23
Total Given
$187K
McDowell Foundation
Minneapolis, MN
Assets
—
Grants
35
Total Given
$75K
The Ernest M Hodge Foundation Inc
Union City, GA
Assets
—
Grants
7
Total Given
$62K
The Tapeats Fund
Wilmington, DE
Assets
$16.9M
Grants
80
Total Given
$771K
The Chicago Community Trust
Chicago, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
First Interstate BancSystem Foundation
Billings, MT
Assets
$20.3M
Grants
758
Total Given
$4.8M
Town Pump Charitable Foundation
Butte, MT
Assets
$78.4M
Grants
622
Total Given
$2.8M
More Funders in Montana
Data last updated September 2026. Sourced from IRS Form 990-PF filings.