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Nonprofit · EIN 61-6241019

NEWCOMB FAMILY TRUST

Tax-exempt · BARDSTOWN, KY 40004

Financials

$105K$155K2023$90K$150K2024$88K$171K2025
Revenue Expenses · by fiscal year end
Financials of NEWCOMB FAMILY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$87,968$170,979-$83,011$1,778,367$0$1,778,367
December 31, 2024990-PF$90,228$149,519-$59,291$1,861,378$0$1,861,378
December 31, 2023990-PF$104,978$154,849-$49,871$1,920,669$0$1,920,669
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$59,443
Interest
$2,008
Net gain from sales of assets
$26,517

Expenses

Grants and similar amounts paid
$155,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$155,000
Excise tax on investment income
$1,001

Balance sheet and other

Total assets, start of year
$1,861,378
Total assets, end of year
$1,778,367
Total liabilities, end of year
$0
Net assets, end of year
$1,778,367
Fair market value of assets
$3,604,490
Qualifying distributions
$155,000
Net investment income
$87,968

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN L NEWCOMB JR
951 WITHROW COURT, BARDSTOWN, KY 40004
TRUSTEE2.5$0
WILLIAM D NEWCOMB
951 WITHROW COURT, BARDSTOWN, KY 40004
TRUSTEE2.5$0
BARBARA N GREENWELL
951 WITHROW COURT, BARDSTOWN, KY 40004
TRUSTEE2.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JOHN L NEWCOMB JR
951 WITHROW COURT, BARDSTOWN, KY 40004
TRUSTEE2.5$0
WILLIAM D NEWCOMB
951 WITHROW COURT, BARDSTOWN, KY 40004
TRUSTEE2.5$0
BARBARA N GREENWELL
951 WITHROW COURT, BARDSTOWN, KY 40004
TRUSTEE2.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOHN L NEWCOMB JR
951 WITHROW COURT, BARDSTOWN, KY 40004
TRUSTEE2.5$0
WILLIAM D NEWCOMB
951 WITHROW COURT, BARDSTOWN, KY 40004
TRUSTEE2.5$0
BARBARA N GREENWELL
951 WITHROW COURT, BARDSTOWN, KY 40004
TRUSTEE2.5$0

Address and contacts

Address (IRS master file)
951 WITHROW CT, BARDSTOWN, KY 40004-2672
Signed the 990-PF
JOHN L NEWCOMB JR, TRUSTEE
Phone
(502) 348-3961
Return prepared by
KLUMP BLANDFORD HUFF PSC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-6241019
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,778,367
Income (IRS master file)
$209,806

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$87,968$170,979$1,778,367XML
990-PFDecember 2024$90,228$149,519$1,861,378XML
990-PFDecember 2023$104,978$154,849$1,920,669XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-6241019).

Questions about NEWCOMB FAMILY TRUST

What is the EIN of NEWCOMB FAMILY TRUST?
The employer identification number (EIN) of NEWCOMB FAMILY TRUST is 61-6241019.
Is NEWCOMB FAMILY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to NEWCOMB FAMILY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NEWCOMB FAMILY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of NEWCOMB FAMILY TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NEWCOMB FAMILY TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of NEWCOMB FAMILY TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does NEWCOMB FAMILY TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $87,968, expenses of $170,979 and total assets of $1,778,367 at year end.

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