NEL S Morrison Charitable Trust #1 XXX-XX-XXXX
NEL S Morrison Charitable Trust #1 XXX-XX-XXXX is a private foundation based in Louisville, Kentucky. In filing year 2025, it reported 16 grants totaling $43,000 to organizations, including organizations serving people experiencing homelessness, children and families, and other community needs.
NEL S Morrison Charitable Trust #1 XXX-XX-XXXX at a glance
In short: NEL S Morrison Charitable Trust #1 XXX-XX-XXXX gave $43K across 16 grants in 2025 (avg $3K), mostly in Kentucky. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $43,000
- +6.2% vs 2024
- Grants made (2025)
- 16
- +23.1% vs 2024
- Average grant
- $2,688
- -13.7% vs 2024
- Median grant
- $2,000
- Total assets
- $735,878
- +18.7% vs 2024
- New grantees (estimate)
- 19% first-time grantees (3 of 16, 2025; small sample)
- Primary geography
- Kentucky (91% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to NEL S Morrison Charitable Trust #1 XXX-XX-XXXX
- How to Apply
-
Contact First Bankers Trust Company. The filing lists no required form or materials and no restrictions on awards.
- Review Cycle
- None listed.
- Deadline
- None listed.
- Contact
Application contact: First Bankers Trust Company
Mailing address: 10503 Timberwood Circle Ste 120, Louisville, KY 40223
Phone: (502) 587-2982
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who NEL S Morrison Charitable Trust #1 XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was St John Center ($5K). Together the top 10 received $36K.
Grant Size Distribution
63 grants across all recorded years
The most common grant size was under $50K: 63 grants of 63 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 91% of grant dollars went to recipients in Kentucky and 9% to recipients in Kansas.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
Is NEL S Morrison Charitable Trust #1 XXX-XX-XXXX open to new grantees?
19%
first-time grantees, 2025
In 2025, 3 of 16 grantees (19%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $2K; repeat grants $3K. How we count
Medians: $2K first-time, $3K repeat.
- 75% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 109% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $36K (2020) to $43K (2025). In 2025 it made 16 grants totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St John Center Louisville, KY | General Fund | $5,000 |
| CASA of the River Region Louisville, KY | General Fund | $5,000 |
| Critically Loved Louisville, KY | General Fund | $5,000 |
| Home of the Innocents Louisville, KY | General Fund | $5,000 |
| St Vincent Depaul Conference Louisville, KS | General Fund | $4,000 |
| Catholic Charities of Louisveille Louisville, KY | General Fund | $4,000 |
| Friends of Esquipulas Inc Louisville, KY | General Fund | $2,500 |
| Dare to Care Food Bank Louisville, KY | General Fund | $2,000 |
| Junior Achievment Louisville, KY | General Fund | $2,000 |
| Lindsey Wilson College Columbia, KY | General Education | $1,500 |
Ready to take the next step with NEL S Morrison Charitable Trust #1 XXX-XX-XXXX?
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 | $735,878 | $173,069 | $57,875 | $43,000 | 16 | $44,070 | $164,752 | $40,560 |
| 2024 | $619,825 | $248,524 | $50,521 | $40,500 | 13 | $41,514 | $241,343 | $21,832 |
| 2023 | $422,702 | $56,671 | $60,248 | $40,500 | 12 | $41,494 | $46,757 | $37,796 |
| 2022 | $426,437 | $92,069 | $49,222 | $40,500 | 10 | $41,526 | $84,549 | $39,663 |
| 2021 | $383,568 | $36,280 | $45,198 | $37,000 | 12 | — | $29,080 | $39,066 |
| 2020 | $392,485 | $22,819 | $47,317 | $36,000 | 12 | — | $16,916 | $33,355 |
Under IRS private-foundation payout rules, NEL S Morrison Charitable Trust #1 XXX-XX-XXXX reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose own missions address a range of needs. St John Center says it provides refuge, resources, and services to people experiencing homelessness through a day shelter and social services center, permanent supportive housing, and street outreach. Critically Loved says it guides families with critically and chronically ill children, including help navigating hospital stays, bills, and schooling. CASA of the River Region says it promotes volunteer advocacy for abused and neglected children so they can thrive in safe, permanent homes.
Other 2025 grantees include Jacobs Ladder Outreach Corporation, which says it provides meals and essential supplies to people experiencing homelessness in Louisville, and Operation Parent, which says it empowers parents and caregivers to have conversations with their children.
Grantmaking
In filing year 2025, the foundation reported 16 grants totaling $43,000. Grant amounts ranged from $1,000 to $5,000, with a median of $2,000. The largest grants included $5,000 each to St John Center, CASA of the River Region, Critically Loved, and Home of the Innocents. Other reported awards included $4,000 to St Vincent DePaul Conference and $4,000 to Catholic Charities of Louisville; $2,500 to Friends of Esquipulas; $2,000 each to Dare to Care Food Bank and Junior Achievement; and $1,500 each to Lindsey Wilson College, MADD, and Kentucky Science Center.
The filing states that the foundation does not restrict giving to preselected organizations. It lists First Bankers Trust Company as the contact for applying, with application form and materials listed as N/A, and no restrictions on awards.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists First Bankers Trust Company as trustee and Betsy Smith, Madison Smith, and Gracie Smith as special trustees.
NEL S Morrison Charitable Trust #1 XXX-XX-XXXX's 2025 filing lists 4 officers; 1 of 4 officers listed in 2025 is compensated.
Officers on the 2025 filing
First Bankers Trust Company
Trustee
On filings since 2020
15 hrs/week
$7K (2020) → $8K (2025)
Betsy Smith
Special Trustee
On filings since 2023
No compensation reported
Gracie Smith
Special Trustee
On filings since 2023
No compensation reported
Madison Smith
Special Trustee
On filings since 2023
No compensation reported
Former officers (2)
- Former: Elizabeth Rose (2020–2022) — Special Trustee
- Former: Margaret M. McGrath (2020–2022) — Special Trustee
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 $8K, to First Bankers Trust Company (Trustee).
Frequently asked questions about NEL S Morrison Charitable Trust #1 XXX-XX-XXXX
How much does NEL S Morrison Charitable Trust #1 XXX-XX-XXXX give each year?
NEL S Morrison Charitable Trust #1 XXX-XX-XXXX gave $43K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $41K across 13 grants.
What is NEL S Morrison Charitable Trust #1 XXX-XX-XXXX's typical grant size?
NEL S Morrison Charitable Trust #1 XXX-XX-XXXX's median grant in 2025 was $2,000, and its average grant was $2,688, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from NEL S Morrison Charitable Trust #1 XXX-XX-XXXX that year got $2K on average.
Where does NEL S Morrison Charitable Trust #1 XXX-XX-XXXX give grants?
NEL S Morrison Charitable Trust #1 XXX-XX-XXXX gives mostly in Kentucky: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Kansas (9%). The most frequent recipient cities were Louisville, KY (12 grants).
Does NEL S Morrison Charitable Trust #1 XXX-XX-XXXX give general operating support?
Yes: 100% of NEL S Morrison Charitable Trust #1 XXX-XX-XXXX's 2025 grants with a stated purpose (16 of 16) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are NEL S Morrison Charitable Trust #1 XXX-XX-XXXX's largest grantees?
NEL S Morrison Charitable Trust #1 XXX-XX-XXXX's largest 2025 grantees include St John Center ($5,000), CASA of the River Region ($5,000) and Critically Loved ($5,000), according to its 2025 IRS Form 990-PF. Together they received 35% of its itemized 2025 grant dollars.
How large is NEL S Morrison Charitable Trust #1 XXX-XX-XXXX?
NEL S Morrison Charitable Trust #1 XXX-XX-XXXX reported $736K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets).
What does NEL S Morrison Charitable Trust #1 XXX-XX-XXXX fund?
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose own missions address a range of needs. See mission & focus areas ↑
How do I apply for a grant from NEL S Morrison Charitable Trust #1 XXX-XX-XXXX?
Contact First Bankers Trust Company. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is NEL S Morrison Charitable Trust #1 XXX-XX-XXXX's EIN?
NEL S Morrison Charitable Trust #1 XXX-XX-XXXX's EIN (Employer Identification Number) is 61-6150157. 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. Research dossier generated September 2026.
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 November 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 16, 2026)
- IRS filings on file for fiscal years 2020–2025
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