Nonprofit · EIN 75-6676290
MARY KATE SHANNON BENEVOLENT TR
Tax-exempt · TAZEWELL, VA 24651
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $637,914 | $310,345 | $327,569 | $8,315,387 | $0 | $8,315,387 |
| December 31, 2024 | 990 | $583,262 | $258,864 | $324,398 | $7,987,818 | $0 | $7,987,818 |
| December 31, 2023 | 990 | $300,288 | $239,182 | $61,106 | $7,663,420 | $0 | $7,663,420 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $637,914
- Net gain from sales of assets
- $330,986
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $231,323
- Compensation of officers, directors and key employees
- $71,016
- Salaries, compensation and benefits (total)
- $71,016
- Professional fundraising fees
- $0
- Accounting fees
- $1,755
- Program services (functional)
- $231,323
- Management and general (functional)
- $79,022
Balance sheet and other
- Total assets, start of year
- $7,987,818
- Total assets, end of year
- $8,315,387
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,315,387
- Publicly traded securities
- $1,278,159
- Gross unrelated business income
- $306,928
- Gross receipts
- $4,661,521
- Employees
- 0
- Year formed
- 2004
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| National Bank Trust Department | Trustee Institutional trustee, Officer | 2 | $0 | $71,016 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| National Bank Trust Department | Trustee Institutional trustee, Officer | 2 | $0 | $67,217 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| National Bank Trust Department | Trustee Institutional trustee | 2 | $0 | $62,822 |
Address and contacts
- Address (IRS master file)
- PO BOX 687, TAZEWELL, VA 24651-0687
- In care of
- % BANK OF TAZEWELL COUNTY
- Principal officer (990 for 2025)
- Nellie Stillwell, PO Box 687, Tazewell, VA 24651
- Signed the 990
- Nellie Stillwell, Trust Officer
- Phone
- (276) 979-0359
- Return prepared by
- Kinser Tax & Accounting LLC
Mission
To provide funds for various charitable organizations.
Program accomplishments
- Distributions to CharitiesExpenses $231,323 · grants $231,323
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 75-6676290
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,315,387
- Income (IRS master file)
- $4,661,521
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $637,914 | $310,345 | $8,315,387 | IRS |
| 990 | December 2024 | $583,262 | $258,864 | $7,987,818 | XML |
| 990 | December 2023 | $300,288 | $239,182 | $7,663,420 | XML |
| 990 | December 2022 | $214,047 | $221,959 | $7,602,314 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-6676290).
Questions about MARY KATE SHANNON BENEVOLENT TR
- What is the EIN of MARY KATE SHANNON BENEVOLENT TR?
- The employer identification number (EIN) of MARY KATE SHANNON BENEVOLENT TR is 75-6676290.
- Is MARY KATE SHANNON BENEVOLENT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to MARY KATE SHANNON BENEVOLENT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MARY KATE SHANNON BENEVOLENT TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MARY KATE SHANNON BENEVOLENT TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY KATE SHANNON BENEVOLENT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MARY KATE SHANNON BENEVOLENT TR?
- The 990 for the year ended December 31, 2025 names Nellie Stillwell.
- Who are the officers and directors of MARY KATE SHANNON BENEVOLENT TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does MARY KATE SHANNON BENEVOLENT TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $637,914, expenses of $310,345 and total assets of $8,315,387 at year end.
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All nonprofits in TAZEWELL · Virginia · Philanthropy, voluntarism and grantmaking foundations