Newberry Family Charitable Foundati
LIVINGSTON, MT EIN: 77-0472013
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.3M
+21.9% YoY
Annual Giving
$5K
-89.0% YoY
Grant Count
1
-66.7% YoY
Avg Grant Size
$5K
-67.1% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,293,069 | $1,881,218 | $1,844,305 |
| Revenue | $312,446 | $197,029 | $53,016 |
| Expenses | $74,732 | $115,761 | $123,558 |
| Qualifying Distributions | $39,208 | $78,700 | $91,689 |
| Net Investment Income | $276,922 | $159,668 | $21,147 |
| Distributable Amount | $101,936 | $90,585 | $98,989 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Newberry Family Charitable Foundati fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN G NEWBERRY | PRESIDENT | 2 | $10,000 |
| SHELLEY A NEWBERRY | VICE PRESIDE | 5 | $15,000 |
| RYAN S NEWBERRY | DIRECTOR | 2 | $10,000 |
| SCOTT M NEWBERRY | DIRECTOR | 2 | $10,000 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Montana $130K (89%)
Arizona $5K (3%)
California $5K (3%)
Wyoming $4K (3%)
New York $2K (1%)
Cities
BozemanCheyenneLivingstonLos GatosNew YorkScottsdale
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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