The Jane McKelvie Charitable Trust
The Jane McKelvie Charitable Trust is a private foundation, based in Jeffersonville, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $463K in total assets. In 2025, it awarded 1 grant totaling $26K. Net investment income was $15K.
Key facts about The Jane McKelvie Charitable Trust
In short: The Jane McKelvie Charitable Trust gave $26K across 1 grant in 2025 (avg $26K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- EIN
- 32-6292023
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $25,657
- Grants made (2025)
- 1
- Average grant
- $25,657
- Median grant
- $25,657
- Total assets
- $463,094
- Primary geography
- New Jersey (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$463K
-2.4% YoY
Annual Giving
$26K
+5.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$26K
+5.0% YoY
Under IRS private-foundation payout rules, The Jane McKelvie Charitable Trust reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
How The Jane McKelvie Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 98% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $22K (2023) to $28K (2022). In 2025 it made 1 grant totaling $26K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First Presbyterian Church ($26K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Stanhope, NJ | Religious | $25,657 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $463,094 | $474,608 | $479,784 |
| Revenue | $21,896 | $26,103 | $12,488 |
| Expenses | $33,415 | $31,430 | $28,736 |
| Qualifying Distributions | $25,657 | $24,430 | $24,004 |
| Net Investment Income | $15,258 | $19,806 | $5,557 |
| Distributable Amount | $26,062 | $24,763 | $22,799 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 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 May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Leadership & Key People
Officers and directors from IRS filings
The Jane McKelvie Charitable Trust's only listed officer is NEW Covenant Trust Company N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
NEW Covenant Trust Company N A
Trustee
On filings since 2023
1 hr/week
$4K (2023) → $6K (2025)
Former officers (1)
- Former: NEW Covenant Trust Company (2020–2022) — 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 $6K, to New Covenant Trust Company N a (Trustee).
Frequently asked questions about The Jane McKelvie Charitable Trust
How much does The Jane McKelvie Charitable Trust give each year?
The Jane McKelvie Charitable Trust gave $26K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 1 grant.
How large is The Jane McKelvie Charitable Trust?
The Jane McKelvie Charitable Trust reported $463K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $26K (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 The Jane McKelvie Charitable Trust operate?
The Jane McKelvie Charitable Trust has awarded grants in New Jersey.
What is The Jane McKelvie Charitable Trust's EIN?
The Jane McKelvie Charitable Trust's EIN (Employer Identification Number) is 32-6292023. 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.
Here's the math on researching The Jane McKelvie Charitable Trust by hand.
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