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.
Key facts about Charles H Mahan Trust XXXXX0009
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.
- EIN
- 75-6008824
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $157,581
- Grants made (2025)
- 3
- Average grant
- $52,527
- Median grant
- $39,395
- Total assets
- $2,713,831
- Primary geography
- Texas (75% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.7M
+1.2% YoY
Annual Giving
$158K
+11.4% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$53K
+11.4% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,713,831 | $2,682,950 | $2,580,863 |
| Revenue | $243,489 | $295,009 | $174,327 |
| Expenses | $213,424 | $194,495 | $185,439 |
| Qualifying Distributions | $175,081 | $158,899 | $154,574 |
| Net Investment Income | $181,861 | $239,652 | $120,911 |
| Distributable Amount | $181,365 | $175,082 | $158,371 |
Data update history
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)
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.
Here's the math on researching Charles H Mahan Trust XXXXX0009 by hand.
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