The Newbern Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROANOKE, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 106 grants totaling $106K. Net investment income was $99K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
+28.3% YoY
Annual Giving
$106K
+6.0% YoY
Grant Count
106
+14.0% YoY
Avg Grant Size
$1K
-7.0% YoY
Under IRS private-foundation payout rules, The Newbern Foundation reported a distributable amount of $156K for 2024 — the minimum it must pay out in qualifying distributions.
About The Newbern Foundation
Based on IRS filings
The Newbern Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROANOKE, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 106 grants totaling $106K. Net investment income was $99K.
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 | $3,595,331 | $2,801,416 | $2,414,389 |
| Revenue | $659,769 | $6,811 | $135,485 |
| Expenses | $116,791 | $10,176 | $108,478 |
| Qualifying Distributions | $108,400 | — | — |
| Net Investment Income | $98,944 | — | $182,589 |
| Distributable Amount | $156,145 | $128,439 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Alexander-tharpe Fund at Ga Tech ($10,000), Georgia Tech Roll Call ($3,000), Boy Scouts of America ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADULT CARE CENTER OF ROANOKE SALEM, VA | ELDER CARE | $1,000 |
| ALZHEIMERS ASSOC ROANOKE, VA | MEDICAL RESEARCH | $1,000 |
| ALZHEIMERS OF FLORIDA CHICAGO, IL | MEDICAL RESEARCH | $500 |
| ALEXANDER-THARPE FUND AT GA TECH ATLANTA, GA | HIGHER EDUCATION FUND | $10,000 |
| AI MUSEUM OF HISTORY TUSCALOOSA, AL | CULTURE | $500 |
| AMERICAN RED CROSS ROANOKE, VA | MEDICAL RESEARCH | $1,000 |
| ARK OF MASSAU YULEE, FL | DEVELOPMENTAL | $500 |
| ASHBROOK CENTER ASHLAND, OH | YOUTH EDUCATION | $1,000 |
| BARNABAS FERNANDINA BEACH, FL | EMPLOYMENT HEALTH | $1,000 |
| BIG BROTHERS BIG SISTERS FL BRANDON, FL | HELPING CHILDREN | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JESS NEWBERN III | President & T | 2 | — |
| J CASON NEWBERN | Secretary | — | — |
| KELLY NEWBERN VAN AKEN | Vice President | — | — |
| L BROOK NEWBERN RONCINSKE | Vice President | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Newbern Foundation?
The Newbern Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROANOKE, VA. It holds $3.6M in total assets as of 2024.
How large is The Newbern Foundation?
As of 2024, The Newbern Foundation holds $3.6M in total assets with $660K in annual revenue. It awarded 106 grants totaling $106K in 2024.
Where does The Newbern Foundation operate?
The Newbern Foundation has awarded grants in Alabama, California, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Missouri, North Carolina, Nebraska, New York, Ohio, Oklahoma, South Dakota, Tennessee, Texas, Virginia, Washington.
What size grants does The Newbern Foundation award?
In 2024, The Newbern Foundation awarded 106 grants totaling $106K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is The Newbern Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Newbern Foundation reported a distributable amount of $156K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Newbern Foundation's EIN?
The Newbern Foundation's EIN (Employer Identification Number) is 54-2016695. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Newbern Foundation'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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