Mary Elwell Trust

Private foundation · Grantmaker Dallas, TX EIN: 04-6007925

Mary Elwell Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $19K in total assets. In 2025, it awarded 2 grants totaling $618. Net investment income was $7K.

Mary Elwell Trust at a glance

In short: Mary Elwell Trust gave $618 across 2 grants in 2025 (avg $309), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$618
+11.2% vs 2024
Grants made (2025)
2
+0.0% vs 2024
Average grant
$309
+11.2% vs 2024
Median grant
$309
Total assets
$18,982
+52.3% vs 2024
Primary geography
Pennsylvania (100% 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 Mary Elwell Trust funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

American Baptist Foreign Mission Society: $309American Baptist ForeignMission Society$309American Baptist Home Missionary Society: $309American Baptist HomeMissionary Society$309

The largest 2025 recipient was American Baptist Foreign Mission Society ($309). Together the top 2 received $618.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Valley ForgeKing Of Prussia

How Mary Elwell Trust gives

  • Giving held roughly steady from 2022 to 2025 (−12%). Method
  • In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

$0$200$400$600$8002 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2021 to 2025, annual grant giving ranged from $478 (2023) to $704 (2022). In 2025 it made 2 grants totaling $618.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
American Baptist Foreign Mission Society King of Prussia, PAUnrestricted General$309
American Baptist Home Missionary Society King of Prussia, PAUnrestricted General$309
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$18,982$7,346$835$6182$724$7,235$763
2024$12,467$433$868$5562$755$333$797
2023$12,902$730$763$4782$672$639$728
2022$13,104$643$993$7042$894$556$790
2021$13,278$1,169$825$5182—$1,083$820

Under IRS private-foundation payout rules, Mary Elwell Trust reported a distributable amount of $763 for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Mary Elwell Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $139 (2021) → $176 (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $176Bank of AmericaTrustee$176

The highest reported compensation on the 2025 filing was $176, to Bank of America (Trustee).

Frequently asked questions about Mary Elwell Trust

How much does Mary Elwell Trust give each year?

Mary Elwell Trust gave $618 across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $556 across 2 grants.

How large is Mary Elwell Trust?

Mary Elwell Trust reported $19K in total assets on its 2025 IRS Form 990-PF. It paid out $724 in qualifying distributions that year, against a required minimum of $763 (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Mary Elwell Trust operate?

Mary Elwell Trust has awarded grants in Pennsylvania.

What is Mary Elwell Trust's EIN?

Mary Elwell Trust's EIN (Employer Identification Number) is 04-6007925. IRS Form 990 filing data is available on this page for 2021–2025.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Mary Elwell Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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