Newcomb Family Trust
Newcomb Family Trust is a private foundation, based in Bardstown, KY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 6 grants totaling $155K. Net investment income was $72K.
Newcomb Family Trust at a glance
In short: Newcomb Family Trust gave $155K across 6 grants in 2025 (avg $26K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $155,000
- +16.5% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $25,833
- +16.5% vs 2024
- Median grant
- $18,300
- Total assets
- $1,778,367
- -4.5% vs 2024
- Primary geography
- Kentucky (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 Newcomb Family Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Bethlehem High School ($58K). Together the top 6 received $155K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 27 grants of 30 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Newcomb Family Trust gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $112K (2019) to $155K (2025). In 2025 it made 6 grants totaling $155K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bethlehem High School Bardstown, KY | Education and General Operations Support | $57,600 |
| St Joseph School Bardstown, KY | Education and General Operations Support | $36,100 |
| St Gregory School Coxs Creek, KY | Education and General Operations Support | $18,300 |
| St Catherine of Alexandria Academy New Haven, KY | Education and General Operations Support | $18,300 |
| St Ann School Howardstown, KY | Education and General Operations Support | $18,300 |
| St Augustine School Lebanon, KY | Education and General Operations Support | $6,400 |
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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 | $1,778,367 | $87,968 | $170,979 | $155,000 | 6 | $155,000 | $71,989 | $168,276 |
| 2024 | $1,861,378 | $90,228 | $149,519 | $133,100 | 6 | $133,100 | $73,809 | $155,888 |
| 2023 | $1,920,669 | $104,978 | $154,849 | $137,800 | 6 | $137,800 | $87,929 | $134,867 |
| 2022 | $1,970,540 | $164,901 | $168,859 | $148,000 | 6 | $148,000 | $44,042 | $135,451 |
| 2021 | $1,974,498 | $68,387 | $143,049 | $120,650 | 6 | $120,650 | $24,000 | $147,709 |
| 2020 | $2,071,554 | $44,989 | $132,988 | $115,225 | 6 | — | $31,815 | $120,746 |
| 2019 | $2,159,194 | $33,361 | $138,786 | $112,450 | 6 | — | $40,877 | $115,186 |
Under IRS private-foundation payout rules, Newcomb Family Trust reported a distributable amount of $168K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Newcomb Family Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barbara N. Greenwell
Trustee
On filings since 2019
2.5 hrs/week
No compensation reported
John L. Newcomb Jr.
Trustee
On filings since 2019
2.5 hrs/week
No compensation reported
William D. Newcomb
Trustee
On filings since 2019
2.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Newcomb Family Trust
How much does Newcomb Family Trust give each year?
Newcomb Family Trust gave $155K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $133K across 6 grants.
What is Newcomb Family Trust's typical grant size?
Newcomb Family Trust's median grant in 2025 was $18,300, and its average grant was $25,833, across 6 grants on its 2025 IRS Form 990-PF.
Where does Newcomb Family Trust give grants?
Newcomb Family Trust gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bardstown, KY (2 grants).
Does Newcomb Family Trust give general operating support?
Yes: 100% of Newcomb Family Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Newcomb Family Trust's largest grantees?
Newcomb Family Trust's largest 2025 grantees include Bethlehem High School ($57,600), St Joseph School ($36,100) and St Gregory School ($18,300), according to its 2025 IRS Form 990-PF. Together they received 72% of its itemized 2025 grant dollars.
How large is Newcomb Family Trust?
Newcomb Family Trust reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $155K in qualifying distributions that year, against a required minimum of $168K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Newcomb Family Trust's EIN?
Newcomb Family Trust's EIN (Employer Identification Number) is 61-6241019. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS September 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 18, 2026)
- IRS filings on file for fiscal years 2019–2025
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