The Newbern Foundation
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.
Key facts about The Newbern Foundation
- EIN
- 54-2016695
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $106,030
- Grants made (2024)
- 106
- Average grant
- $1,000
- Median grant
- $1,000
- New grantees (estimate)
- 22% first-time grantees (23 of 105, 2024)
- Total assets
- $3,595,331
- Primary geography
- Virginia (39% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Newbern Foundation funds
By grant dollars, the top recipient states for The Newbern Foundation's 106 itemized 2024 grants were Virginia (39%), Georgia (15%) and Florida (15%). The most frequent recipient cities were Roanoke, VA (25 grants), Washington, DC (8 grants), Fernandina Beach, FL (7 grants) and Salem, VA (5 grants). None of its 106 grants with a stated purpose were described as general or operating support. Recurring purposes include "Military Family Support" (5 grants), "Medical Research" (3 grants) and "Education Support" (3 grants).
Is The Newbern Foundation open to new grantees?
22%
first-time grantees, 2024
In 2024, 23 of 105 grantees (22%) were first-time recipients. First grants averaged $859; repeat grants $1K. How we count
Medians: $1K first-time, $1K repeat.
- 76% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+9%). Method
- In 2024 it paid out 69% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Newbern Foundation
- How to evaluate The Newbern Foundation as a funder
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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
Share of all 106 itemized 2024 grant dollars.
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 | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
424 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Alexander-Tharpe Fund at Ga Tech ($10,000), Georgia Tech Roll Call ($3,000), Navy Seal Foundation ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ALEXANDER-THARPE FUND AT GA TECH Atlanta, GA | HIGHER EDUCATION FUND | $10,000 |
| GEORGIA TECH ROLL CALL Atlanta, GA | SCHOLARSHIPS | $3,000 |
| NAVY SEAL FOUNDATION Virginia Beach, VA | SUPPORT FOR NAVY SEALS | $2,500 |
| SAMARITAN'S PURSE Boone, NC | POVERTY SUPPORT | $2,500 |
| BOY SCOUTS OF AMERICA Roanoke, VA | HELPING CHILDREN | $2,000 |
| AMERICARES Stamford, CT | HEALTH FOCUSED RELIEF | $2,000 |
| CLARE BOOTHE LUCE POLICY INSTITUTE Herndon, VA | SUPPORT FOR WOMEN | $1,500 |
| HERITAGE FOUNDATION Washington, DC | FREE ENTERPRISE | $1,500 |
| HILLSDALE COLLEGE Hillsdale, MI | ADMISSION SOLELY ON MERIT | $1,500 |
| JUDICIAL WATCH Washington, DC | ACCOUNTABILITY AND INTERGRITY IN LAW | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.