Charles H Mahan Trust XXXXX0009
Charles H Mahan Trust XXXXX0009 is a private foundation focused on N/A, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 3 grants totaling $158K. Net investment income was $182K.
Charles H Mahan Trust XXXXX0009 at a glance
In short: Charles H Mahan Trust XXXXX0009 gave $158K across 3 grants in 2025 (avg $53K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $157,581
- +11.4% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $52,527
- +11.4% vs 2024
- Median grant
- $39,395
- Total assets
- $2,713,831
- +1.2% vs 2024
- Primary geography
- Texas (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Charles H Mahan Trust XXXXX0009 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Masonic Home and School of TX ($79K). Together the top 3 received $158K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 10 grants of 15 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Charles H Mahan Trust XXXXX0009 gives
- Giving fell 29% from 2022 to 2025. Method
- In 2025 it paid out 97% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $132K (2020) to $223K (2022). In 2025 it made 3 grants totaling $158K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Masonic Home and School of TX Hurst, TX | General Operating | $78,791 |
| Shriners Hospitals for Children Tampa, FL | General Operating | $39,395 |
| Texas Scottish Rite Hospital Dallas, TX | General Operating | $39,395 |
Ready to take the next step with Charles H Mahan Trust XXXXX0009?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,713,831 | $243,489 | $213,424 | $157,581 | 3 | $175,081 | $181,861 | $181,365 |
| 2024 | $2,682,950 | $295,009 | $194,495 | $141,399 | 3 | $158,899 | $239,652 | $175,082 |
| 2023 | $2,580,863 | $174,327 | $185,439 | $137,601 | 3 | $154,574 | $120,911 | $158,371 |
| 2022 | $2,592,094 | $60,606 | $281,236 | $222,829 | 3 | $243,705 | $27,521 | $226,675 |
| 2021 | $2,744,165 | $351,294 | $187,856 | $136,395 | 3 | $153,895 | $303,751 | $172,132 |
| 2020 | $2,580,683 | $159,772 | $180,128 | $132,353 | 3 | — | $111,445 | $152,977 |
Under IRS private-foundation payout rules, Charles H Mahan Trust XXXXX0009 reported a distributable amount of $181K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles H Mahan Trust XXXXX0009's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$46K (2021) → $47K (2025)
Former officers (1)
- Former: Jpmorgan Chase Bank NA (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $47K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Charles H Mahan Trust XXXXX0009
How much does Charles H Mahan Trust XXXXX0009 give each year?
Charles H Mahan Trust XXXXX0009 gave $158K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $141K across 3 grants.
What is Charles H Mahan Trust XXXXX0009's typical grant size?
Charles H Mahan Trust XXXXX0009's median grant in 2025 was $39,395, and its average grant was $52,527, across 3 grants on its 2025 IRS Form 990-PF.
Where does Charles H Mahan Trust XXXXX0009 give grants?
Charles H Mahan Trust XXXXX0009 gives mostly in Texas: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (25%).
Does Charles H Mahan Trust XXXXX0009 give general operating support?
Yes: 100% of Charles H Mahan Trust XXXXX0009's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Charles H Mahan Trust XXXXX0009?
Charles H Mahan Trust XXXXX0009 reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $175K in qualifying distributions that year, against a required minimum of $181K (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.
What is Charles H Mahan Trust XXXXX0009?
Charles H Mahan Trust XXXXX0009 is a private foundation focused on N/A, based in Chicago, IL. It holds $2.7M in total assets as of 2025.
What is Charles H Mahan Trust XXXXX0009's EIN?
Charles H Mahan Trust XXXXX0009's EIN (Employer Identification Number) is 75-6008824. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Other open foundation grants in Illinois
Illinois Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Charles H Mahan Trust XXXXX0009's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Shriners FD-Crippled Children Uw N Roe
Pittsburgh, PA
Assets
$8.5M
Grants
1
Total Given
$507K
South Carolina Hospital Association
Columbia, SC
The South Carolina Hospital Association focuses on improving health and supporting hospitals across South Carolina, with work in patient safety, workforce development, emergency preparedness, education, and related initiatives. Its 2022 filing reports four grants totaling $46,218, but recipient-level amounts and typical giving levels are not available; unsolicited requests are not addressed.
Assets
$23.2M
Grants
0
Total Given
$2K
R Bruce Hezlep Family Foundation Inc
Corona Del Mar, CA
Assets
—
Grants
1
Total Given
$7K
Griffith Ross L - Tua
Saint Louis, MO
Assets
$670K
Grants
1
Total Given
$36K
Edward Singleton T U a FBO Shriners
Saint Louis, MO
Assets
$2.6M
Grants
1
Total Given
$162K
The LRW Charitable Trust
San Antonio, TX
Assets
$2.2M
Grants
1
Total Given
$197K
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Charles H Mahan Trust XXXXX0009's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Charles H Mahan Trust XXXXX0009 down — hundreds of funders to go?