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Charlotte W Newcombe Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$6.1M (2023)

Expenses
$3.32M (2023)

Total Assets
$48.6M (2023)

Total Liabilities
$937k (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,095,585
Expenses
$3,317,650
Net Income
$2,777,935
Net Assets
$47,619,104
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $62
0.0%
Dividends $420,603
6.9%
Sales of Assets $639,427
10.5%
Other Income $5,005,493
82.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,758,413
83.1%
Compensation of Officers* $220,000
6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $48,556,596
Total Liabilities $937,492
Net Assets $47,619,104
Compensation
Key Employees and Officers Compensation Other
Gianna Durso Finley (Executive Director) $180,000 $13,500
Lindsey G Bohra (Assoc. Exec Dir.) $107,086 $8,031
Dale R Anglin (Trustee) $8,000 $0
Elizabeth T Frank (Trustee) $8,000 $0
Louise U Johnson (Trustee) $8,000 $0
J Barton Luedeke (Trustee) $8,000 $0
John Bowlin (Trustee) $8,000 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$4,706,970
Expenses
$3,184,426
Net Income
-$7,891,396
Net Assets
$44,868,622
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $48
Dividends $585,189
Sales of Assets -$326,845
Other Income -$4,995,362
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,710,841
85.1%
Compensation of Officers* $207,400
6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,808,345
Total Liabilities $939,723
Net Assets $44,868,622
Compensation
Key Employees and Officers Compensation Other
Gianna Durso Finley (Executive Director) $167,400 $11,718
Lindsey G Bohra (Assoc. Exec Dir.) $99,615 $6,973
Dale R Anglin (Trustee) $8,000 $0
Elizabeth T Frank (Trustee) $8,000 $0
Louise U Johnson (Trustee) $8,000 $0
J Barton Luedeke (Trustee) $8,000 $0
John Bowlin (Trustee) $8,000 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,403,978
Expenses
$3,572,790
Net Income
$2,831,188
Net Assets
$52,760,018
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $71
0.0%
Dividends $316,080
4.9%
Sales of Assets $316,030
4.9%
Other Income $5,741,797
89.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,984,650
83.5%
Compensation of Officers* $200,208
5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $53,793,774
Total Liabilities $1,033,756
Net Assets $52,760,018
Compensation
Key Employees and Officers Compensation Other
Gianna Durso Finley (Executive Director) $160,208 $9,612
Lindsey G Bohra (Assoc. Exec Dir.) $95,325 $5,719
Dale R Anglin (Trustee) $8,000 $0
Elizabeth T Frank (Trustee) $8,000 $0
Louise U Johnson (Trustee) $8,000 $0
J Barton Luedeke (Trustee) $8,000 $0
John Bowlin (Trustee) $8,000 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,026,351
Expenses
$2,718,766
Net Income
$2,307,585
Net Assets
$49,928,830
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $163
0.0%
Dividends $169,673
3.4%
Sales of Assets $258,878
5.2%
Other Income $4,567,637
90.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,206,289
81.2%
Compensation of Officers* $196,300
7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $51,163,519
Total Liabilities $1,234,689
Net Assets $49,928,830
Compensation
Key Employees and Officers Compensation Other
Gianna Durso Finley (Executive Director) $156,300 $6,252
Lindsey G Bohra (Assoc. Exec Dir.) $93,000 $3,720
Robert M Adams (Trustee) $8,000 $0
Dale R Anglin (Trustee) $8,000 $0
Elizabeth T Frank (Trustee) $8,000 $0
Louise U Johnson (Trustee) $8,000 $0
J Barton Luedeke (Trustee) $8,000 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,018,788
Expenses
$3,242,960
Net Income
$3,775,828
Net Assets
$47,621,245
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $356,454
5.1%
Sales of Assets $255,556
3.6%
Other Income $6,381,990
90.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,545,632
78.5%
Compensation of Officers* $190,000
5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $48,892,417
Total Liabilities $1,271,172
Net Assets $47,621,245
Compensation
Key Employees and Officers Compensation Other
Gianna Durso Finley (Executive Director) $150,000 $4,500
Lindsey G Bohra (Assoc. Exec Dir.) $90,000 $2,700
Robert M Adams (Trustee) $8,000 $0
Dale R Anglin (Trustee) $8,000 $0
Elizabeth T Frank (Trustee) $8,000 $0
Louise U Johnson (Trustee) $8,000 $0
J Barton Luedeke (Trustee) $8,000 $0

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,188,167
Expenses
$3,188,202
Net Income
-$4,376,369
Net Assets
$43,690,268
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $70
Dividends $452,530
Sales of Assets $0
Other Income $209,309
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,507,395
78.6%
Compensation of Officers* $188,466
5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,581,311
Total Liabilities $1,891,043
Net Assets $43,690,268

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,774,650
Expenses
$2,727,088
Net Income
$3,047,562
Net Assets
$46,403,093
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $73
0.0%
Dividends $805,603
14.0%
Sales of Assets $4,430,541
76.7%
Other Income $511,433
8.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,659,627
97.5%
Compensation of Officers* $180,892
6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $48,125,046
Total Liabilities $1,721,953
Net Assets $46,403,093
Compensation
Key Employees and Officers Compensation Other
Thomas Wilfrid (Executive Director) $144,142 $0
Robert M Adams (Trustee) $7,000 $0
J Barton Luedeke (Trustee) $7,000 $0
Elizabeth T Frank (Trustee) $7,000 $0
Louise Johnson (Trustee) $7,000 $0
Dale Anglin (Trustee) $7,000 $0
Janet A Fearon (Trustee) $1,750 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,322,627
Expenses
$3,408,699
Net Income
$913,928
Net Assets
$47,682,430
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $50
0.0%
Dividends $535,903
12.4%
Sales of Assets $3,323,154
76.9%
Other Income $437,645
10.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,521,181
74.0%
Compensation of Officers* $176,316
5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $49,745,582
Total Liabilities $2,063,152
Net Assets $47,682,430
Compensation
Key Employees and Officers Compensation Other
Thomas Wilfrid (Executive Director) $141,316 $0
Janet A Fearon (Trustee) $7,000 $0
Robert M Adams (Trustee) $7,000 $0
J Barton Leudeke (Trustee) $7,000 $0
Elizabeth T Frank (Trustee) $7,000 $0
Louise Johnson (Trustee) $7,000 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,910,507
Expenses
$3,038,786
Net Income
-$1,128,279
Net Assets
$43,786,493
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $25
0.0%
Dividends $465,875
24.4%
Sales of Assets $1,204,629
63.1%
Other Income $213,328
11.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,361,526
77.7%
Compensation of Officers* $172,200
5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,363,386
Total Liabilities $1,576,893
Net Assets $43,786,493

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,990,565
Expenses
$2,780,023
Net Income
-$789,458
Net Assets
$41,213,354
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $38
0.0%
Dividends $466,811
23.5%
Sales of Assets $1,168,637
58.7%
Other Income $328,679
16.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,387,026
85.9%
Compensation of Officers* $169,506
6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $42,469,446
Total Liabilities $1,256,092
Net Assets $41,213,354

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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