Newbold Tr FBO Our Lady of Lourdes & RI
Newbold Tr FBO Our Lady of Lourdes & RI is a private foundation, based in Johnston, RI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 2 grants totaling $123K. Net investment income was $132K.
Newbold Tr FBO Our Lady of Lourdes & RI at a glance
In short: Newbold Tr FBO Our Lady of Lourdes & RI gave $123K across 2 grants in 2025 (avg $62K), mostly in Rhode Island. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $123,370
- +3.8% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $61,685
- +3.8% vs 2024
- Median grant
- $61,685
- Total assets
- $1,994,070
- -1.5% vs 2024
- Primary geography
- Rhode Island (100% 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 Newbold Tr FBO Our Lady of Lourdes & RI funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Our Lady of Lourdes Church ($62K). Together the top 2 received $123K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $50–100K range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Newbold Tr FBO Our Lady of Lourdes & RI gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 108% 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 $98K (2020) to $139K (2022). In 2025 it made 2 grants totaling $123K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Our Lady of Lourdes Church Providence, RI | Unrestricted Gift | $61,685 |
| RI Interscholastic League Warwick, RI | Unrestricted Gift | $61,685 |
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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 | $1,994,070 | $156,002 | $190,993 | $123,370 | 2 | $136,009 | $131,916 | $125,857 |
| 2024 | $2,023,461 | $207,323 | $154,681 | $118,898 | 2 | $131,281 | $184,418 | $123,370 |
| 2023 | $1,971,001 | $99,227 | $145,422 | $109,886 | 2 | $121,614 | $71,012 | $111,911 |
| 2022 | $2,009,234 | $108,441 | $184,873 | $138,624 | 2 | $150,788 | $86,161 | $115,780 |
| 2021 | $2,092,685 | $184,577 | $168,244 | $130,380 | 2 | $143,367 | $159,665 | $133,640 |
| 2020 | $2,076,567 | $59,801 | $132,444 | $98,162 | 2 | — | $36,829 | $118,750 |
Under IRS private-foundation payout rules, Newbold Tr FBO Our Lady of Lourdes & RI reported a distributable amount of $126K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Newbold Tr FBO Our Lady of Lourdes & RI's only listed officer is Citizens Bank N A, Trustee & As Req'd on every filing since 2020 (compensated).
Officers on the 2025 filing
Citizens Bank N A
Trustee & As Req'd
On filings since 2020
$23K (2020) → $23K (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 $23K, to Citizens Bank N a (Trustee, as Req'd).
Frequently asked questions about Newbold Tr FBO Our Lady of Lourdes & RI
How much does Newbold Tr FBO Our Lady of Lourdes & RI give each year?
Newbold Tr FBO Our Lady of Lourdes & RI gave $123K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $119K across 2 grants.
How large is Newbold Tr FBO Our Lady of Lourdes & RI?
Newbold Tr FBO Our Lady of Lourdes & RI reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $136K in qualifying distributions that year, against a required minimum of $126K (roughly 5% of its investment assets).
Where does Newbold Tr FBO Our Lady of Lourdes & RI operate?
Newbold Tr FBO Our Lady of Lourdes & RI has awarded grants in Rhode Island.
What is Newbold Tr FBO Our Lady of Lourdes & RI's EIN?
Newbold Tr FBO Our Lady of Lourdes & RI's EIN (Employer Identification Number) is 27-6575586. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
Explore Open Grants
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