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
Under IRS private-foundation payout rules, Newcomb Family Trust reported a distributable amount of $156K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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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 | $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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bethlehem High School ($49,500), St Joseph School ($31,000), St Ann School ($15,700).
| Recipient | Purpose | Amount |
|---|---|---|
| BETHLEHEM HIGH SCHOOL BARDSTOWN, KY | EDUCATION AND GENERAL OPERATIONS SUPPORT | $49,500 |
| ST ANN SCHOOL HOWARDSTOWN, KY | EDUCATION AND GENERAL OPERATIONS SUPPORT | $15,700 |
| ST AUGUSTINE SCHOOL LEBANON, KY | EDUCATION AND GENERAL OPERATIONS SUPPORT | $5,500 |
| ST CATHERINE OF ALEXANDRIA ACADEMY NEW HAVEN, KY | EDUCATION AND GENERAL OPERATIONS SUPPORT | $15,700 |
| ST GREGORY SCHOOL COXS CREEK, KY | EDUCATION AND GENERAL OPERATIONS SUPPORT | $15,700 |
| ST JOSEPH SCHOOL BARDSTOWN, KY | EDUCATION AND GENERAL OPERATIONS SUPPORT | $31,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN L NEWCOMB JR | TRUSTEE | 2.5 | — |
| WILLIAM D NEWCOMB | TRUSTEE | 2.5 | — |
| BARBARA N GREENWELL | TRUSTEE | 2.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Newcomb Family Trust?
Newcomb Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BARDSTOWN, KY. It holds $1.9M in total assets as of 2024.
How large is Newcomb Family Trust?
As of 2024, Newcomb Family Trust holds $1.9M in total assets with $90K in annual revenue. It awarded 6 grants totaling $133K in 2024.
Where does Newcomb Family Trust operate?
Newcomb Family Trust has awarded grants in Kentucky.
What size grants does Newcomb Family Trust award?
In 2024, Newcomb Family Trust awarded 6 grants totaling $133K — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is Newcomb Family Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Newcomb Family Trust reported a distributable amount of $156K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Newcomb Family Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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