Athalie Fellhauer Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 59-7276678

Athalie Fellhauer Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 2 grants totaling $46K. Net investment income was $28K.

Key facts about Athalie Fellhauer Charitable Trust

In short: Athalie Fellhauer Charitable Trust gave $46K across 2 grants in 2025 (avg $23K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
59-7276678
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$45,592
Grants made (2025)
2
Average grant
$22,796
Median grant
$22,796
Total assets
$1,026,892
Primary geography
Florida (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

-2.5% YoY

Annual Giving

$46K

-11.2% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$23K

-11.2% YoY

Under IRS private-foundation payout rules, Athalie Fellhauer Charitable Trust reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.

How Athalie Fellhauer Charitable Trust gives

  • Giving fell 27% from 2022 to 2025. Method
  • In 2025 it paid out 83% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Ft LauderdaleTampa

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2021 to 2025, annual grant giving ranged from $46K (2023) to $62K (2022). In 2025 it made 2 grants totaling $46K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Shriners Hospitals for Children: $23KShriners Hospitals forChildren$23KMultiple Sclerosis Foundation Inc: $23KMultiple Sclerosis FoundationInc$23K

The largest 2025 recipient was Shriners Hospitals for Children ($23K). Together the top 2 received $46K.

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%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Shriners Hospitals for Children Tampa, FLUnrestricted General$22,796
Multiple Sclerosis Foundation Inc Ft Lauderdale, FLUnrestricted General$22,796

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,026,892$1,053,629$1,102,120
Revenue$41,760$29,192$-8,874
Expenses$68,502$73,184$71,459
Qualifying Distributions$53,918$59,079$52,496
Net Investment Income$27,747$29,443$12,758
Distributable Amount$65,136$59,439$57,008

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Athalie Fellhauer Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $19K (2022) → $20K (2025)

Former officers (1)
  • Former: Bank Of America N A (2021) — Trustee

Data from IRS Form 990 filings, 2021–2025. "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

Bank of America — Trustee: $20KBank of AmericaTrustee$20K

The highest reported compensation on the 2025 filing was $20K, to Bank of America (Trustee).

Frequently asked questions about Athalie Fellhauer Charitable Trust

How much does Athalie Fellhauer Charitable Trust give each year?

Athalie Fellhauer Charitable Trust gave $46K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 2 grants.

How large is Athalie Fellhauer Charitable Trust?

Athalie Fellhauer Charitable Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $65K (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 Athalie Fellhauer Charitable Trust operate?

Athalie Fellhauer Charitable Trust has awarded grants in Florida.

What is Athalie Fellhauer Charitable Trust's EIN?

Athalie Fellhauer Charitable Trust's EIN (Employer Identification Number) is 59-7276678. IRS Form 990 filing data is available on this page for 2021–2025.

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

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