Mary L Stockdell-Joseph J Leary Tr
- Assets
- $3.0m
- Revenue
- $153.1k
- Investments
- $2.9m
- Employees
- 0
- Location
- Frankfort, KY
- Founding
- 02/2012
- Data as of
- 12/2022
- EIN
- 45-6597246
Organization Overview
Mary L Stockdell-Joseph J Leary Tr is located in Frankfort, KY. The organization was established in 2012. According to its NTEE Classification (T12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mary L Stockdell-Joseph J Leary Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Mary L Stockdell-Joseph J Leary Tr generated $153.1k in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (0.4%) each year. All expenses for the organization totaled $204.8k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (10.7%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $99,645 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $53,408 |
| Capital Gain Net Income | $53,408 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $153,053 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $17,706 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,649 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $24,105 |
| Contributions, gifts, grants paid | $180,676 |
| Total expenses and disbursements | $204,781 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $83,430 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,773,375 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,962,798 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Mary L Stockdell-Joseph J Leary Tr has awarded $180,676 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
FIRST BAPTIST CHURCH PURPOSE: ANNUAL SUPPORT AS UNDER TRUST DOCUMENT | $60,225 |
FRANKLIN COUNTY COUNCIL ON AGING PURPOSE: ANNUAL SUPPORT AS UNDER TRUST DOCUMENT | $60,225 |
ONEIDA BAPTIST INSTITUTE PURPOSE: ANNUAL SUPPORT AS UNDER TRUST DOCUMENT | $60,226 |