Mary C Kelly Trust

FORT SMITH, AR EIN: 71-6102531

Mary C Kelly Trust is a private foundation, based in FORT SMITH, AR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $505K in total assets. In 2024, it awarded 1 grants totaling $24K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$505K

+36.6% YoY

Annual Giving

$24K

-3.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$24K

-3.3% YoY

Under IRS private-foundation payout rules, Mary C Kelly Trust reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary C Kelly Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arkansas $123K (100%)

States

Arkansas

Cities

Fort Smith

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$504,741	$369,597	$363,326
Revenue	$166,319	$37,688	$25,620
Expenses	$31,175	$31,417	$34,149
Qualifying Distributions	$23,700	$24,500	$26,880
Net Investment Income	$3,762	$2,990	$2,444
Distributable Amount	$26,157	$23,641	$24,289

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Immaculate Conception School ($23,700).

Recipient	Purpose	Amount
IMMACULATE CONCEPTION SCHOOL FORT SMITH, AR	GENERAL OPERATIONS	$23,700

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIRST NATIONAL BANK	TRUSTEE	—	$1,480

Frequently Asked Questions

How large is Mary C Kelly Trust?

As of 2024, Mary C Kelly Trust holds $505K in total assets with $166K in annual revenue. It awarded 1 grants totaling $24K in 2024.

Where does Mary C Kelly Trust operate?

Mary C Kelly Trust has awarded grants in Arkansas.

What size grants does Mary C Kelly Trust award?

In 2024, Mary C Kelly Trust awarded 1 grants totaling $24K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Mary C Kelly Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary C Kelly Trust reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.