Newberry Family Charitable

Private foundation · Grantmaker Livingston, MT EIN: 77-0472013

Newberry Family Charitable is a private foundation, based in Livingston, MT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 6 grants totaling $142K. Net investment income was $630K.

Key facts about Newberry Family Charitable

In short: Newberry Family Charitable gave $142K across 6 grants in 2025 (avg $24K), mostly in Montana. Source: 2025 IRS Form 990-PF.

EIN
77-0472013
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$142,250
Grants made (2025)
6
Average grant
$23,708
Median grant
$5,125
Total assets
$2,564,858
Primary geography
Montana (93% 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

$2.6M

+11.9% YoY

Annual Giving

$142K

+2745.0% YoY

Grant Count

6

+500.0% YoY

Avg Grant Size

$24K

+374.2% YoY

Under IRS private-foundation payout rules, Newberry Family Charitable reported a distributable amount of $107K for 2025 — the minimum it must pay out in qualifying distributions.

How Newberry Family Charitable gives

  • Giving grew 121% from 2022 to 2025. Method
  • In 2025 it paid out 168% 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

6states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

LivingstonBozemanCheyenneHelenaLos AngelesLos GatosNew YorkScottsdaleSpiro

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2020 5 grants2021 3 grants2022 3 grants2023 1 grant2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $5K (2024) to $142K (2025). In 2025 it made 6 grants totaling $142K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Warriors & Quiet Waters Foundation: $100KWarriors & Quiet WatersFoundation$100KPark Co Community Foundation: $25KPark Co Community Foundation$25KFilm Independent Inc: $5KFilm Independent Inc$5KGrindstone Ministries: $5KGrindstone Ministries$5KParadise Valley Fire Fighters Assoc: $5KParadise Valley Fire FightersAssoc$5KBig Brothers Big Sister: $2KBig Brothers Big Sister$2K

The largest 2025 recipient was Warriors & Quiet Waters Foundation ($100K). Together the top 6 received $142K.

Grant Size Distribution

18 grants across all recorded years

16<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 18 (89%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Warriors & Quiet Waters Foundation Bozeman, MTReintegrate Veterans into Society$100,000
Park Co Community Foundation Livingston, MTGeneral Support$25,000
Film Independent Inc Los Angeles, CAGeneral Support$5,250
Grindstone Ministries Spiro, OKGeneral Support$5,000
Paradise Valley Fire Fighters Assoc Livingston, MTGeneral Support$5,000
Big Brothers Big Sister Helena, MTGeneral Support$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,564,858$2,293,069$1,881,218
Revenue$686,983$312,446$197,029
Expenses$229,320$74,732$115,761
Qualifying Distributions$179,147$39,208$78,700
Net Investment Income$629,629$276,922$159,668
Distributable Amount$106,654$101,936$90,585

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 21, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Newberry Family Charitable is led by Stephen G. Newberry, President on every filing since 2020; all 4 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Stephen G. Newberry

    President

    On filings since 2020

    2 hrs/week

    $10K (2021) → $10K (2025)

  • Ryan S. Newberry

    Director

    On filings since 2020

    2 hrs/week

    $10K (2020) → $10K (2025)

  • Scott M. Newberry

    Director

    On filings since 2020

    2 hrs/week

    $10K (2020) → $10K (2025)

  • Shelley A. Newberry

    Vice President

    On filings since 2020

    5 hrs/week

    $15K (2021) → $16K (2025)

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.

Compensation Overview

From 2025 IRS filing

Shelley a Newberry — Vice President: $16KShelley a NewberryVice President$16KStephen G Newberry — President: $10KStephen G NewberryPresident$10KRyan S Newberry — Director: $10KRyan S NewberryDirector$10KScott M Newberry — Director: $10KScott M NewberryDirector$10K

The highest reported compensation on the 2025 filing was $16K, to Shelley a Newberry (Vice President). 4 officers or directors reported compensation on that filing.

Frequently asked questions about Newberry Family Charitable

How much does Newberry Family Charitable give each year?

Newberry Family Charitable gave $142K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.

What is Newberry Family Charitable's typical grant size?

Newberry Family Charitable's median grant in 2025 was $5,125, and its average grant was $23,708, across 6 grants on its 2025 IRS Form 990-PF.

Where does Newberry Family Charitable give grants?

Newberry Family Charitable gives mostly in Montana: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Livingston, MT (2 grants).

Does Newberry Family Charitable give general operating support?

Yes: 83% of Newberry Family Charitable's 2025 grants with a stated purpose (5 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Newberry Family Charitable's largest grantees?

Newberry Family Charitable's largest 2025 grantees include Warriors & Quiet Waters Foundation ($100,000), Park Co Community Foundation ($25,000) and Film Independent Inc ($5,250), according to its 2025 IRS Form 990-PF. Together they received 92% of its itemized 2025 grant dollars.

How large is Newberry Family Charitable?

Newberry Family Charitable reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $179K in qualifying distributions that year, against a required minimum of $107K (roughly 5% of its investment assets).

What is Newberry Family Charitable's EIN?

Newberry Family Charitable's EIN (Employer Identification Number) is 77-0472013. 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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