James Henry Steele Charitable Annuity Tr
James Henry Steele Charitable Annuity Tr is a private foundation focused on religion, based in Fayetteville, AR. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $184K in total assets. In 2025, it awarded 2 grants totaling $10K. Net investment income was $13K.
James Henry Steele Charitable Annuity Tr at a glance
In short: James Henry Steele Charitable Annuity Tr gave $10K across 2 grants in 2025 (avg $5K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,000
- Grants made (2025)
- 2
- Average grant
- $5,000
- Median grant
- $5,000
- Total assets
- $183,593
- +2.4% vs 2024
- Primary geography
- Tennessee (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who James Henry Steele Charitable Annuity Tr funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Idlewild Presbyterian Church ($5K). Together the top 2 received $10K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How James Henry Steele Charitable Annuity Tr gives
- Giving grew 25% from 2022 to 2025. Method
- In 2025 it paid out 142% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2021) to $10K (2025). In 2025 it made 2 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Idlewild Presbyterian Church Memphis, TN | Church Programs | $5,000 |
| First United Methodist Church of Osceola Osceola, AR | Church Programs | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $183,593 | $14,040 | $14,584 | $10,000 | 2 | $13,437 | $12,893 | $9,451 |
| 2024 | $179,262 | $12,345 | $3,186 | — | — | $2,390 | $11,549 | $8,920 |
| 2023 | $171,908 | $8,440 | $12,758 | $10,000 | 2 | $12,069 | $7,751 | $8,219 |
| 2022 | $171,187 | $7,949 | $13,820 | $8,000 | 2 | $12,335 | $4,922 | $9,044 |
| 2021 | $175,428 | $14,297 | $10,592 | $6,000 | 2 | $7,748 | $11,453 | $10,020 |
| 2020 | $171,809 | $11,888 | $12,208 | $8,000 | 2 | — | $9,320 | $9,161 |
Under IRS private-foundation payout rules, James Henry Steele Charitable Annuity Tr reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James Henry Steele Charitable Annuity Tr is led by Kenneth Mourton, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Kenneth Mourton
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about James Henry Steele Charitable Annuity Tr
How much does James Henry Steele Charitable Annuity Tr give each year?
James Henry Steele Charitable Annuity Tr gave $10K across 2 grants in 2025, according to its 2025 IRS Form 990-PF.
How large is James Henry Steele Charitable Annuity Tr?
James Henry Steele Charitable Annuity Tr reported $184K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
What is James Henry Steele Charitable Annuity Tr?
James Henry Steele Charitable Annuity Tr is a private foundation focused on religion, based in Fayetteville, AR. It holds $184K in total assets as of 2025.
Where does James Henry Steele Charitable Annuity Tr operate?
James Henry Steele Charitable Annuity Tr has awarded grants in Arkansas, Tennessee.
What is James Henry Steele Charitable Annuity Tr's EIN?
James Henry Steele Charitable Annuity Tr's EIN (Employer Identification Number) is 71-6178991. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 18, 2026)
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