Mary L Stockdell - Joseph J Leary Trust
Mary L Stockdell - Joseph J Leary Trust is a private foundation, based in Louisville, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.2M in total assets. In 2025, it awarded 3 grants totaling $180K. Net investment income was $304K.
Mary L Stockdell - Joseph J Leary Trust at a glance
In short: Mary L Stockdell - Joseph J Leary Trust gave $180K across 3 grants in 2025 (avg $60K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $180,066
- +0.7% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $60,022
- +0.7% vs 2024
- Median grant
- $60,022
- Total assets
- $3,165,614
- +3.8% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Mary L Stockdell - Joseph J Leary Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was First Baptist Church ($60K). Together the top 3 received $180K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $50–100K range: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Mary L Stockdell - Joseph J Leary Trust gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 90% 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
From 2020 to 2025, annual grant giving ranged from $176K (2021) to $182K (2020). In 2025 it made 3 grants totaling $180K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Baptist Church Frankfort, KY | Annual Support as Under | $60,022 |
| Oneida Baptist Institute Oneida, KY | Annual Support as Under | $60,022 |
| Franklin Counsel on Aging Frankfort, KY | Annual Support as Under | $60,022 |
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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 | $3,165,614 | $325,072 | $209,864 | $180,066 | 3 | $182,520 | $303,773 | $201,915 |
| 2024 | $3,050,423 | $324,628 | $203,493 | $178,867 | 3 | $187,092 | $312,478 | $190,359 |
| 2023 | $2,929,222 | $164,267 | $196,989 | $175,868 | 3 | $183,085 | $153,630 | $167,901 |
| 2022 | $2,962,798 | $153,053 | $204,781 | $180,676 | 3 | $188,133 | $142,054 | $169,291 |
| 2021 | $3,015,630 | $226,054 | $199,113 | $175,677 | 3 | $183,799 | $194,505 | $189,613 |
| 2020 | $2,989,927 | $57,163 | $200,530 | $181,953 | 3 | — | $95,188 | $163,166 |
Under IRS private-foundation payout rules, Mary L Stockdell - Joseph J Leary Trust reported a distributable amount of $202K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mary L Stockdell - Joseph J Leary Trust's only listed officer is Independence Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Independence Bank
Trustee
On filings since 2020
1 hr/week
$17K (2020) → $21K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $21K, to Independence Bank (Trustee).
Frequently asked questions about Mary L Stockdell - Joseph J Leary Trust
How much does Mary L Stockdell - Joseph J Leary Trust give each year?
Mary L Stockdell - Joseph J Leary Trust gave $180K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $179K across 3 grants.
What is Mary L Stockdell - Joseph J Leary Trust's typical grant size?
Mary L Stockdell - Joseph J Leary Trust's median grant in 2025 was $60,022, and its average grant was $60,022, across 3 grants on its 2025 IRS Form 990-PF.
Where does Mary L Stockdell - Joseph J Leary Trust give grants?
Mary L Stockdell - Joseph J Leary Trust gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Frankfort, KY (2 grants).
Does Mary L Stockdell - Joseph J Leary Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Mary L Stockdell - Joseph J Leary Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Annual Support as Under" (3 grants).
How large is Mary L Stockdell - Joseph J Leary Trust?
Mary L Stockdell - Joseph J Leary Trust reported $3.2M in total assets on its 2025 IRS Form 990-PF. It paid out $183K in qualifying distributions that year, against a required minimum of $202K (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.
What is Mary L Stockdell - Joseph J Leary Trust's EIN?
Mary L Stockdell - Joseph J Leary Trust's EIN (Employer Identification Number) is 45-6597246. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Added Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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