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 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 2 grants totaling $119K. Net investment income was $184K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
+2.7% YoY
Annual Giving
$119K
+8.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$59K
+8.2% YoY
Under IRS private-foundation payout rules, Newbold Tr Fbo Our Lady of Lourdes & Ri reported a distributable amount of $123K for 2024 — the minimum it must pay out in qualifying distributions.
About Newbold Tr Fbo Our Lady of Lourdes & Ri
Based on IRS filings
Newbold Tr Fbo Our Lady of Lourdes & Ri is a private foundation, based in JOHNSTON, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 2 grants totaling $119K. Net investment income was $184K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,023,461 | $1,971,001 | $2,009,234 |
| Revenue | $207,323 | $99,227 | $108,441 |
| Expenses | $154,681 | $145,422 | $184,873 |
| Qualifying Distributions | $131,281 | $121,614 | $150,788 |
| Net Investment Income | $184,418 | $71,012 | $86,161 |
| Distributable Amount | $123,370 | $111,911 | $115,780 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Our Lady of Lourdes Church ($59,449), Ri Interscholastic League ($59,449).
| Recipient | Purpose | Amount |
|---|---|---|
| OUR LADY OF LOURDES CHURCH PROVIDENCE, RI | UNRESTRICTED GIFT | $59,449 |
| RI INTERSCHOLASTIC LEAGUE WARWICK, RI | UNRESTRICTED GIFT | $59,449 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CITIZENS BANK N A | TRUSTEE, AS REQ'D | — | $22,217 |
Frequently Asked Questions
How large is Newbold Tr Fbo Our Lady of Lourdes & Ri?
As of 2024, Newbold Tr Fbo Our Lady of Lourdes & Ri holds $2.0M in total assets with $207K in annual revenue. It awarded 2 grants totaling $119K in 2024.
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 size grants does Newbold Tr Fbo Our Lady of Lourdes & Ri award?
In 2024, Newbold Tr Fbo Our Lady of Lourdes & Ri awarded 2 grants totaling $119K — an average of about $59K per grant, based on its IRS Form 990 filings.
How much is Newbold Tr Fbo Our Lady of Lourdes & Ri required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Newbold Tr Fbo Our Lady of Lourdes & Ri reported a distributable amount of $123K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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