Newcomb Family Trust

Private foundation · Grantmaker Bardstown, KY EIN: 61-6241019

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.

Key facts about Newcomb Family Trust

In short: Newcomb Family Trust gave $155K across 6 grants in 2025 (avg $26K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.

EIN
61-6241019
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$155,000
Grants made (2025)
6
Average grant
$25,833
Median grant
$18,300
Total assets
$1,778,367
Primary geography
Kentucky (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.8M

-4.5% YoY

Annual Giving

$155K

+16.5% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$26K

+16.5% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 6 itemized grants.

States

Cities

BardstownCoxs CreekHowardstownLebanonNew Haven

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K6 grants2019 6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $112K (2019) to $155K (2025). In 2025 it made 6 grants totaling $155K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Bethlehem High School: $58KBethlehem High School$58KSt Joseph School: $36KSt Joseph School$36KSt Gregory School: $18KSt Gregory School$18KSt Catherine of Alexandria Academy: $18KSt Catherine of AlexandriaAcademy$18KSt Ann School: $18KSt Ann School$18KSt Augustine School: $6KSt Augustine School$6K

The largest 2025 recipient was Bethlehem High School ($58K). Together the top 6 received $155K.

Grant Size Distribution

30 grants across all recorded years

27<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 27 grants of 30 (90%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Bethlehem High School Bardstown, KYEducation and General Operations Support$57,600
St Joseph School Bardstown, KYEducation and General Operations Support$36,100
St Gregory School Coxs Creek, KYEducation and General Operations Support$18,300
St Catherine of Alexandria Academy New Haven, KYEducation and General Operations Support$18,300
St Ann School Howardstown, KYEducation and General Operations Support$18,300
St Augustine School Lebanon, KYEducation and General Operations Support$6,400

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,778,367$1,861,378$1,920,669
Revenue$87,968$90,228$104,978
Expenses$170,979$149,519$154,849
Qualifying Distributions$155,000$133,100$137,800
Net Investment Income$71,989$73,809$87,929
Distributable Amount$168,276$155,888$134,867

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS September 4, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 5, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 31, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 8, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 2, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 2, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 18, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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.

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