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 grants totaling $5K. Net investment income was $277K.
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 grants totaling $5K. Net investment income was $277K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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 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 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 grants 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 grants 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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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