Mary Kate Shannon Benevolent Trust

EIN: 756676290 501(c)(3) Philanthropy & Grantmaking

Tazewell, VA

Total Revenue
$637,914
Total Expenses
$310,345
Total Assets
$8,315,387
Net Assets
$8,315,387
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
VA
Principal Officer
Nellie Stillwell
Phone
2769790359
Tax Period
2025-01-01 to 2025-12-31

Mary Kate Shannon Benevolent Trust, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $236K in total revenue in fiscal year 2018. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $225K left a modest 4% surplus.

Mission

To provide funding for various charitable organizations.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $637,914
Other Revenue $0
TOTAL REVENUE $637,914

Expense Breakdown

Grants Paid $231,323
Salaries & Benefits $71,016
Fundraising Expenses $0
Program Expenses $231,323
Other Expenses $8,006
TOTAL EXPENSES $310,345

Year-over-Year Comparison

2025 2024 Change
Revenue $637,914 $583,262 +0.1%
Expenses $310,345 $258,864 +0.2%
Net Income $327,569 $324,398 +0.0%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$71,016
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A Trustee 002.00
Officer
$0 $71,016 $71,016
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $637,914 $310,345 $8,315,387 $327,569
2024 $583,262 $258,864 $7,987,818 $324,398
2023 $300,288 $239,182 $7,663,420 $61,106
2022 $214,047 $221,959 $7,602,314 $-7,912
2021 $691,673 $228,594 $7,610,226 $463,079
2020 $288,636 $239,994 $7,147,147 $48,642
2019 $286,831 $227,785 $7,098,505 $59,046
2018 $235,604 $225,247 $7,039,459 $10,357
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