//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Newberry Family Charitable Foundation is a private corporation based in LIVINGSTON, MT. The foundation received its IRS ruling in 1999. The principal officer is Steve Newberry. It holds total assets of $2.3M. Annual income is reported at $726K. Total assets have grown from $1.1M in 2010 to $1.9M in 2022. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2023. According to available records, Newberry Family Charitable Foundation has made 6 grants totaling $129K, with a median grant of $5K. Individual grants have ranged from $5K to $54K, with an average award of $21K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Montana. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Newberry Family Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in MT.
Newberry Family Charitable Foundation has distributed a total of $129K across 6 grants. The median grant size is $5K, with an average of $21K. Individual grants have ranged from $5K to $54K.
Newberry Family Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Newberry Family Charitable Foundation is headquartered in LIVINGSTON, MT.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Shelley A Newberry | VICE PRESIDE | $15K | $0 | $15K |
| Stephen G Newberry | PRESIDENT | $10K | $0 | $10K |
| Ryan S Newberry | DIRECTOR | $10K | $0 | $10K |
| Scott M Newberry | DIRECTOR | $10K | $0 | $10K |
Total Giving
$116K
Total Assets
$1.9M
Fair Market Value
$1.9M
Net Worth
$1.9M
Grants Paid
$46K
Contributions
$300
Net Investment Income
$160K
Distribution Amount
$91K
Total: $1.6M
Total Grants
6
Total Giving
$129K
Average Grant
$21K
Median Grant
$5K
Unique Recipients
3
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| VariousGENERAL SUPPORT | Livingston, MT | $54K | 2022 |
| Warriors & Quiet WatersREINTEGRATE VETERANS INTO SOCIETY | Bozeman, MT | $5K | 2022 |
| Park Co Community FoundationPARK COUNTY'S CHARITABLE COMMUNITY | Livingston, MT | $5K | 2022 |