Jerry & Lucille Donnelly Scholarship Trust

DALLAS, TX EIN: 73-1119304

Jerry & Lucille Donnelly Scholarship Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2022. In 2022, it awarded 1 grants totaling $131K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$131K

Grant Count

Avg Grant Size

$131K

Under IRS private-foundation payout rules, Jerry & Lucille Donnelly Scholarship Trust reported a distributable amount of $6K for 2022 — the minimum it must pay out in qualifying distributions.

About Jerry & Lucille Donnelly Scholarship Trust

Based on IRS filings

Jerry & Lucille Donnelly Scholarship Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2022. In 2022, it awarded 1 grants totaling $131K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $134K (100%)

States

Oklahoma

Cities

Tonkawa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022	2021	2020
Total Assets	—	$134,185	$97,456
Revenue	$2,898	$44,947	$9,277
Expenses	$137,083	$9,120	$8,404
Qualifying Distributions	$132,976	$5,754	—
Net Investment Income	—	$41,433	$6,302
Distributable Amount	$5,927	$5,961	$5,360

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 2022

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Northern Oklahoma College ($130,948).

Recipient	Purpose	Amount
NORTHERN OKLAHOMA COLLEGE TONKAWA, OK	SCHOLARSHIPS FOR BOOKS &	$130,948

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$4,063
ERIC WEBB ASST SUPERINTENDENT	GRANT COMM	1	—
KERRY GRAY OFFICE OF SCHOLARSHIPS	GRANT COMM	1	—

Frequently Asked Questions

Where does Jerry & Lucille Donnelly Scholarship Trust operate?

Jerry & Lucille Donnelly Scholarship Trust has awarded grants in Oklahoma.

What size grants does Jerry & Lucille Donnelly Scholarship Trust award?

In 2022, Jerry & Lucille Donnelly Scholarship Trust awarded 1 grants totaling $131K — an average of about $131K per grant, based on its IRS Form 990 filings.

How much is Jerry & Lucille Donnelly Scholarship Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Jerry & Lucille Donnelly Scholarship Trust reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jerry & Lucille Donnelly Scholarship Trust's EIN?

Jerry & Lucille Donnelly Scholarship Trust's EIN (Employer Identification Number) is 73-1119304. IRS Form 990 filing data is available on this page for 2020–2022.