Newcomb Family Trust

BARDSTOWN, KY EIN: 61-6241019

Newcomb Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BARDSTOWN, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 6 grants totaling $133K. Net investment income was $74K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

-3.1% YoY

Annual Giving

$133K

-3.4% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$22K

-3.4% YoY

About Newcomb Family Trust

Based on IRS filings

Newcomb Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BARDSTOWN, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 6 grants totaling $133K. Net investment income was $74K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BardstownCoxs CreekHowardstownLebanonNew Haven

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$46K$93K$139K$186K20202021202220232024
Metric202420232022
Total Assets$1,861,378$1,920,669$1,970,540
Revenue$90,228$104,978$164,901
Expenses$149,519$154,849$168,859
Qualifying Distributions$133,100$137,800$148,000
Net Investment Income$73,809$87,929$44,042
Distributable Amount$155,888$134,867$135,451

Giving Over Time

Total grant dollars and number of grants per year

$0$37K$74K$111K$148K6 grants20206 grants20216 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

BETHLEHEM HIGH SCHOOL$50KST JOSEPH SCHOOL$31KST ANN SCHOOL$16KST CATHERINE OF ALEXANDR…$16KST GREGORY SCHOOL$16KST AUGUSTINE SCHOOL$6K

Grant Size Distribution

30 grants across all recorded years

28<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN L NEWCOMB JRTRUSTEE2.5
WILLIAM D NEWCOMBTRUSTEE2.5
BARBARA N GREENWELLTRUSTEE2.5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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