Mary Smith Young Trust

Foundation · Grantmaker Terre Haute, IN EIN: 35-6011746

Mary Smith Young Trust is a private foundation, based in Terre Haute, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $146K in total assets. In 2025, it awarded 14 grants totaling $9K. Net investment income was $3K.

Key facts about Mary Smith Young Trust

In short: Mary Smith Young Trust gave $9K across 14 grants in 2025 (avg $642.857), mostly in Indiana. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
35-6011746
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$9,000
Grants made (2025)
14
Average grant
$643
Median grant
$500
New grantees (estimate)
14% first-time grantees (2 of 14, 2025)
Total assets
$146,199
Primary geography
Indiana (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$146K

-4.1% YoY

Annual Giving

$9K

+12.5% YoY

Grant Count

14

+7.7% YoY

Avg Grant Size

$642.857

+4.5% YoY

Under IRS private-foundation payout rules, Mary Smith Young Trust reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.

Is Mary Smith Young Trust open to new grantees?

14%

first-time grantees, 2025

In 2025, 2 of 14 grantees (14%) were first-time recipients. First grants averaged $375; repeat grants $688. How we count

Medians: $375 first-time, $500 repeat.

  • 86% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 14 itemized 2025 grant dollars.

States

Cities

Terre HauteCovingtonWest Terre Haute

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K8 grants20209 grants202112 grants202212 grants202313 grants202414 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Wabash Valley Health Center: $3KWabash Valley Health Center$3KCamp Navigate Inc: $1KCamp Navigate Inc$1KProvidence Food Pantry: $750Providence Food Pantry$75014th & Chestnut Community Center: $50014th & Chestnut CommunityCenter$500Covenant Cooperative Ministry: $500Covenant Cooperative Ministry$500Light House Mission Inc: $500Light House Mission Inc$500St Joseph University Parish: $500St Joseph University Parish$500Terre Haute Area Meals on Wheels Inc: $500Terre Haute Area Meals onWheels Inc$500The Salvation Army: $500The Salvation Army$500Western Indiana Community Action Agency: $500Western Indiana CommunityAction Agency$500

Grant Size Distribution

60 grants across all recorded years

60<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Wabash Valley Health Center Terre Haute, INUnrestricted$2,500
Camp Navigate Inc Terre Haute, INUnrestricted$1,000
Providence Food Pantry West Terre Haute, INUnrestricted$750
14th & Chestnut Community Center Terre Haute, INUnrestricted$500
Covenant Cooperative Ministry Terre Haute, INUnrestricted$500
Light House Mission Inc Terre Haute, INUnrestricted$500
St Joseph University Parish Terre Haute, INUnrestricted$500
Terre Haute Area Meals on Wheels Inc Terre Haute, INUnrestricted$500
The Salvation Army Terre Haute, INUnrestricted$500
Western Indiana Community Action Agency Covington, INUnrestricted$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K202020212022202320242025
Metric202520242023
Total Assets$146,199$152,520$155,722
Revenue$5,590$7,603$6,318
Expenses$11,911$10,805$10,571
Qualifying Distributions$9,642$8,613$8,299
Net Investment Income$3,321$5,411$5,925
Distributable Amount$8,540$8,115$7,385

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  7. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
  8. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  9. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  10. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
  11. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  12. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)

Leadership & Key People

Officers and directors from IRS filings

Mary Smith Young Trust's only listed officer is First Financial Bank NA, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • First Financial Bank NA

    Trustee

    On filings since 2020

    2 hrs/week

    $2K (2020) → $2K (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

First Financial Bank NA — Trustee: $2KFirst Financial Bank NATrustee$2K

Frequently asked questions about Mary Smith Young Trust

How much does Mary Smith Young Trust give each year?

Mary Smith Young Trust gave $9K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 13 grants.

What is Mary Smith Young Trust's typical grant size?

Mary Smith Young Trust's median grant in 2025 was $500, and its average grant was $643, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Mary Smith Young Trust that year got $375 on average.

Where does Mary Smith Young Trust give grants?

Mary Smith Young Trust gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Terre Haute, IN (12 grants).

Does Mary Smith Young Trust give general operating support?

Yes: 100% of Mary Smith Young Trust's 2025 grants with a stated purpose (14 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Mary Smith Young Trust's largest grantees?

Mary Smith Young Trust's largest 2025 grantees include Wabash Valley Health Center ($2,500), Camp Navigate Inc ($1,000) and Providence Food Pantry ($750), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.

How large is Mary Smith Young Trust?

Mary Smith Young Trust reported $146K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).

What is Mary Smith Young Trust's EIN?

Mary Smith Young Trust's EIN (Employer Identification Number) is 35-6011746. IRS Form 990 filing data is available on this page for 2020–2025.

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

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