Form 990 for tax year 2025
Filed by MARY KATE SHANNON BENEVOLENT TR.
Totals
- Total revenue
- $637,914
- Total expenses
- $310,345
- Contributions and grants received
- $0
- Grants paid
- $231,323
- Program service revenue
- $0
- Investment income
- $637,914
- Other revenue
- $0
- Total assets, end of year
- $8,315,387
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $8,315,387
- Program services expenses (Part IX)
- $231,323
- Management and general expenses
- $79,022
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $231,323
Program services were 74.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $306,928 · unrelated business $306,928
-
7a · Gross sales of assets other than inventory
securities $4,354,593
-
7b · Less cost or other basis and sales expenses
securities $4,023,607
-
7c · Gain or loss
securities $330,986
-
7d · Net gain or loss
total $330,986 · related or exempt $330,986
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $231,323 · program services $231,323
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $71,016 · management and general $71,016
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $1,755 · management and general $1,755
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Filing fees
total $4,783 · management and general $4,783
-
24b · Other expenses: Foreign taxes withheld
total $1,468 · management and general $1,468
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $335,937 · end of year $595,658
-
11 · Investments: publicly traded securities
beginning of year $1,362,308 · end of year $1,278,159
-
12 · Investments: other securities
beginning of year $6,289,573 · end of year $6,441,570
-
29 · Capital stock, trust principal or current funds
beginning of year $6,325,840 · end of year $6,325,840
-
31 · Retained earnings, endowment or other funds
beginning of year $1,661,978 · end of year $1,989,547
Mission and programs · 2025
Mission
To provide funds for various charitable organizations.
Activities or mission (Part I)
To provide funding for various charitable organizations.
-
Distributions to Charities
Expenses $231,323 · Grants $231,323
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
National Bank Trust Department
Trustee
- Total calculated
- $71,016
- From this org
- $0
- From related orgs
- $0
- Other
- $71,016
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$51,405
-
$51,405
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 14 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202601359349313485
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