Newberry Family Charitable
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.
Newberry Family Charitable at a glance
In short: Newberry Family Charitable gave $142K across 6 grants in 2025 (avg $24K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $142,250
- +2745.0% vs 2024
- Grants made (2025)
- 6
- +500.0% vs 2024
- Average grant
- $23,708
- +374.2% vs 2024
- Median grant
- $5,125
- Total assets
- $2,564,858
- +11.9% vs 2024
- Primary geography
- Montana (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Newberry Family Charitable funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
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
The most common grant size was under $50K: 16 grants of 18 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2024) to $142K (2025). In 2025 it made 6 grants totaling $142K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Warriors & Quiet Waters Foundation Bozeman, MT | Reintegrate Veterans into Society | $100,000 |
| Park Co Community Foundation Livingston, MT | General Support | $25,000 |
| Film Independent Inc Los Angeles, CA | General Support | $5,250 |
| Grindstone Ministries Spiro, OK | General Support | $5,000 |
| Paradise Valley Fire Fighters Assoc Livingston, MT | General Support | $5,000 |
| Big Brothers Big Sister Helena, MT | General Support | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,564,858 | $686,983 | $229,320 | $142,250 | 6 | $179,147 | $629,629 | $106,654 |
| 2024 | $2,293,069 | $312,446 | $74,732 | $5,000 | 1 | $39,208 | $276,922 | $101,936 |
| 2023 | $1,881,218 | $197,029 | $115,761 | $45,650 | 3 | $78,700 | $159,668 | $90,585 |
| 2022 | $1,844,305 | $53,016 | $123,558 | $64,250 | 3 | $91,689 | $21,147 | $98,989 |
| 2021 | $2,154,637 | $31,419 | $92,998 | $21,000 | 5 | — | — | $93,914 |
| 2020 | $1,446,050 | $-161,785 | $42,291 | $10,000 | 1 | — | $14,259 | $71,504 |
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.
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
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 21, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Newberry Family Charitable funds
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