Tr Uw Mattie Lou O'Kelley Mem T

Private foundation · Grantmaker Orlando, FL EIN: 58-6386902

Tr Uw Mattie Lou O'Kelley Mem T is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 2 grants totaling $96K. Net investment income was $200K.

Tr Uw Mattie Lou O'Kelley Mem T at a glance

In short: Tr Uw Mattie Lou O'Kelley Mem T gave $96K across 2 grants in 2025 (avg $48K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$96,451
+11.9% vs 2024
Grants made (2025)
2
+0.0% vs 2024
Average grant
$48,226
+11.9% vs 2024
Median grant
$48,226
Total assets
$1,781,562
+5.1% vs 2024
Primary geography
New York (51% 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 Tr Uw Mattie Lou O'Kelley Mem T funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

American Folk Art Museum: $49KAmerican Folk Art Museum$49KThe High Museum of Art: $47KThe High Museum of Art$47K

The largest 2025 recipient was American Folk Art Museum ($49K). Together the top 2 received $96K.

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

2states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

AtlantaLong Island City

How Tr Uw Mattie Lou O'Kelley Mem T gives

  • Giving held roughly steady from 2022 to 2025 (+1%). 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$25K$50K$75K$100K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $82K (2020) to $96K (2025). In 2025 it made 2 grants totaling $96K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
American Folk Art Museum Long Island City, NYGeneral Operating$49,337
The High Museum of Art Atlanta, GAGeneral Operating$47,114
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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$1,781,562$209,609$120,330$96,4512$107,750$200,227$112,892
2024$1,695,817$149,273$107,331$86,2242$97,611$140,016$105,616
2023$1,653,912$57,747$111,307$90,8612$101,888$49,076$97,251
2022$1,707,435$60,407$118,217$95,4182$105,960$52,115$101,403
2021$1,766,067$277,389$107,542$83,5672$98,272$267,633$110,123
2020$1,596,388$34,332$103,060$82,0142—$25,639$95,732
2019$1,664,647$80,539$104,841$82,6492—$71,242$93,333

Under IRS private-foundation payout rules, Tr Uw Mattie Lou O'Kelley Mem T reported a distributable amount of $113K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Tr Uw Mattie Lou O'Kelley Mem T's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2021

    1 hr/week

    $18K (2021) → $18K (2025)

Former officers (1)
  • Former: Truist Bank FKA Suntrust Bank (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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

Truist Bank — Trustee: $18KTruist BankTrustee$18K

The highest reported compensation on the 2025 filing was $18K, to Truist Bank (Trustee).

Frequently asked questions about Tr Uw Mattie Lou O'Kelley Mem T

How much does Tr Uw Mattie Lou O'Kelley Mem T give each year?

Tr Uw Mattie Lou O'Kelley Mem T gave $96K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $86K across 2 grants.

How large is Tr Uw Mattie Lou O'Kelley Mem T?

Tr Uw Mattie Lou O'Kelley Mem T reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $108K in qualifying distributions that year, against a required minimum of $113K (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 Tr Uw Mattie Lou O'Kelley Mem T operate?

Tr Uw Mattie Lou O'Kelley Mem T has awarded grants in Georgia, New York.

What is Tr Uw Mattie Lou O'Kelley Mem T's EIN?

Tr Uw Mattie Lou O'Kelley Mem T's EIN (Employer Identification Number) is 58-6386902. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 5, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 22, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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

Figures come from Tr Uw Mattie Lou O'Kelley Mem T'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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