Newcomb Family Trust

Bardstown, KY
Tax-exempt since Dec. 1996
EIN: 61-6241019

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$90.2k (2024)

Expenses

$150k (2024)

Total Assets

$1.86M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$90,228

Expenses

$149,519

Net Income

-$59,291

Net Assets

$1,861,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,686	1.9%
Dividends	$63,043	69.9%
Sales of Assets	$25,499	28.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,100	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,861,378
Total Liabilities	$0
Net Assets	$1,861,378

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on Oct. 2, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$104,978

Expenses

$154,849

Net Income

-$49,871

Net Assets

$1,920,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,493	1.4%
Dividends	$55,153	52.5%
Sales of Assets	$48,332	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,800	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,920,669
Total Liabilities	$0
Net Assets	$1,920,669

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on Oct. 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$164,901

Expenses

$168,859

Net Income

-$3,958

Net Assets

$1,970,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	60.6%
Interest Revenue	$0
Dividends	$47,170	28.6%
Sales of Assets	$17,731	10.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,000	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,970,540
Total Liabilities	$0
Net Assets	$1,970,540

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$68,387

Expenses

$143,049

Net Income

-$74,662

Net Assets

$1,974,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$24,838	36.3%
Interest Revenue	$0
Dividends	$46,399	67.8%
Sales of Assets	-$2,850
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,650	84.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,974,498
Total Liabilities	$0
Net Assets	$1,974,498

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on Aug. 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$44,989

Expenses

$132,988

Net Income

-$87,999

Net Assets

$2,071,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	55.6%
Interest Revenue	$0
Dividends	$49,578	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,225	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,071,554
Total Liabilities	$1
Net Assets	$2,071,553

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on Aug. 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$33,361

Expenses

$138,786

Net Income

-$105,425

Net Assets

$2,159,193

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,359	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,450	81.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,159,194
Total Liabilities	$1
Net Assets	$2,159,193

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on Sept. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$279,157

Expenses

$115,872

Net Income

$163,285

Net Assets

$2,263,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.0%
Dividends	$52,018	18.6%
Sales of Assets	$227,104	81.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,000	84.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,263,918
Total Liabilities	$0
Net Assets	$2,263,918

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on July 25, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$883,361

Expenses

$74,134

Net Income

$809,227

Net Assets

$2,102,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$788,005	89.2%
Interest Revenue	$30	0.0%
Dividends	$60,985	6.9%
Sales of Assets	$34,341	3.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,500	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,102,978
Total Liabilities	$0
Net Assets	$2,102,978

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on Sept. 17, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$100,081

Expenses

$66,649

Net Income

$33,432

Net Assets

$1,274,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$62,000	61.9%
Interest Revenue	$23	0.0%
Dividends	$33,209	33.2%
Sales of Assets	$4,849	4.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,500	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,274,260
Total Liabilities	$0
Net Assets	$1,274,260

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on July 7, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$91,858

Expenses

$66,700

Net Income

$25,158

Net Assets

$1,249,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	21.8%
Interest Revenue	$16	0.0%
Dividends	$27,163	29.6%
Sales of Assets	$44,679	48.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,300	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,249,597
Total Liabilities	$0
Net Assets	$1,249,597

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on March 28, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$133,184

Expenses

$61,825

Net Income

$71,359

Net Assets

$1,222,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$52,576	39.5%
Interest Revenue	$10	0.0%
Dividends	$35,400	26.6%
Sales of Assets	$45,198	33.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,500	97.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,222,655
Total Liabilities	$0
Net Assets	$1,222,655

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on Aug. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$47,362

Expenses

$55,053

Net Income

-$7,691

Net Assets

$1,156,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.1%
Dividends	$31,621	66.8%
Sales of Assets	$15,710	33.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,425	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,156,272
Total Liabilities	$0
Net Assets	$1,156,272

Compensation

Key Employees and Officers	Compensation	Other
John L Newcomb Jr (Trustee)	$0	$0
William D Newcomb (Trustee)	$0	$0
Barbara N Greenwell (Trustee)	$0	$0

990-PF

Filed on April 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$175,569

Expenses

$49,322

Net Income

$126,247

Net Assets

$1,164,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$140,000	79.7%
Interest Revenue	$40	0.0%
Dividends	$36,664	20.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,000	99.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,164,124
Total Liabilities	$0
Net Assets	$1,164,124

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$39,468

Expenses

$46,045

Net Income

-$6,577

Net Assets

$1,037,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	12.7%
Interest Revenue	$29	0.1%
Dividends	$35,053	88.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,510	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,037,877
Total Liabilities	$0
Net Assets	$1,037,877

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Newcomb Family Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $90.2k (2024)

Expenses $150k (2024)

Total Assets $1.86M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$90.2k (2024)

Expenses

$150k (2024)

Total Assets

$1.86M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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