Kelly-webb Trust

CHAPEL HILL, NC EIN: 56-2219972

Kelly-webb Trust is a private foundation focused on Education, based in CHAPEL HILL, NC. IRS filing data is available for 2020. In 2020, it awarded 1 grants totaling $10K. Net investment income was $2.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$10K

Grant Count

1

Avg Grant Size

$10K

Under IRS private-foundation payout rules, Kelly-webb Trust reported a distributable amount of $336 for 2020 — the minimum it must pay out in qualifying distributions.

About Kelly-webb Trust

Based on IRS filings

Kelly-webb Trust is a private foundation focused on Education, based in CHAPEL HILL, NC. IRS filing data is available for 2020. In 2020, it awarded 1 grants totaling $10K. Net investment income was $2.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Chapel Hill

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K2020
Metric2020
Total Assets
Revenue$848
Expenses$18,013
Qualifying Distributions
Net Investment Income$2
Distributable Amount$336

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$5K$8K$10K1 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2020

UNIVERSITY OF NC HISTORY…$10K

Grant Size Distribution

1 grants across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include University of Nc History Department ($10,000).

RecipientPurposeAmount
UNIVERSITY OF NC HISTORY DEPARTMENT CHAPEL HILL, NCSUPPORT A PROJECT CATELOGING THE HISTORICAL STRUCTURES IN THE ORIGINAL HISTORIC DISTRICT OF THE TOWN OF CHAPEL HILL.$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

ROBERT EPTINGTRUSTEE$6K

From 2020 filing

NameTitleHoursCompensation
ROBERT EPTINGTRUSTEE1$5,613

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Kelly-webb Trust?

Kelly-webb Trust is a nonprofit organization focused on Education, based in CHAPEL HILL, NC. It holds — in total assets as of 2020.

Where does Kelly-webb Trust operate?

Kelly-webb Trust has awarded grants in North Carolina.

What size grants does Kelly-webb Trust award?

In 2020, Kelly-webb Trust awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Kelly-webb Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Kelly-webb Trust reported a distributable amount of $336 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kelly-webb Trust's EIN?

Kelly-webb Trust's EIN (Employer Identification Number) is 56-2219972. IRS Form 990 filing data is available on this page for 2020.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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