M H & W B Mohle Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 74-6284856

M H & W B Mohle 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 $550K in total assets. In 2025, it awarded 5 grants totaling $30K. Net investment income was $45K.

Key facts about M H & W B Mohle Charitable Trust

In short: M H & W B Mohle Charitable Trust gave $30K across 5 grants in 2025 (avg $6K), mostly in Texas. Source: 2025 IRS Form 990-PF.

EIN
74-6284856
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$29,800
Grants made (2025)
5
Average grant
$5,960
Median grant
$5,960
Total assets
$550,182
Primary geography
Texas (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

$550K

+2.3% YoY

Annual Giving

$30K

+12.0% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$6K

+12.0% YoY

Under IRS private-foundation payout rules, M H & W B Mohle Charitable Trust reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.

How M H & W B Mohle Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). 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 5 itemized grants.

States

Cities

DallasAmarilloAustinHurst

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2021 to 2025, annual grant giving ranged from $18K (2023) to $31K (2022). In 2025 it made 5 grants totaling $30K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Texas Methodist Foundation: $6KTexas Methodist Foundation$6KC C Young Memorial Home: $6KC C Young Memorial Home$6KCal Farley's Boys Ranch: $6KCal Farley's Boys Ranch$6KTexas Scottish Rite Hospital: $6KTexas Scottish Rite Hospital$6KMasonic Home & School of Texas: $6KMasonic Home & School of Texas$6K

The largest 2025 recipient was Texas Methodist Foundation ($6K). Together the top 5 received $30K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Texas Methodist Foundation Austin, TXUnrestricted General$5,960
C C Young Memorial Home Dallas, TXUnrestricted General$5,960
Cal Farley's Boys Ranch Amarillo, TXUnrestricted General$5,960
Texas Scottish Rite Hospital Dallas, TXUnrestricted General$5,960
Masonic Home & School of Texas Hurst, TXUnrestricted General$5,960

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$550,182$537,974$540,377
Revenue$52,610$17,577$-6,097
Expenses$41,117$36,940$30,142
Qualifying Distributions$33,938$30,475$21,721
Net Investment Income$45,084$9,710$5,582
Distributable Amount$31,548$29,923$27,725

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

M H & W B Mohle 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

    $9K (2022) → $9K (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: $9KBank of AmericaTrustee$9K

The highest reported compensation on the 2025 filing was $9K, to Bank of America (Trustee).

Frequently asked questions about M H & W B Mohle Charitable Trust

How much does M H & W B Mohle Charitable Trust give each year?

M H & W B Mohle Charitable Trust gave $30K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 5 grants.

What is M H & W B Mohle Charitable Trust's typical grant size?

M H & W B Mohle Charitable Trust's median grant in 2025 was $5,960, and its average grant was $5,960, across 5 grants on its 2025 IRS Form 990-PF.

Where does M H & W B Mohle Charitable Trust give grants?

M H & W B Mohle Charitable Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Dallas, TX (2 grants).

Does M H & W B Mohle Charitable Trust give general operating support?

Yes: 100% of M H & W B Mohle Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are M H & W B Mohle Charitable Trust's largest grantees?

M H & W B Mohle Charitable Trust's largest 2025 grantees include Texas Methodist Foundation ($5,960), C C Young Memorial Home ($5,960) and Cal Farley's Boys Ranch ($5,960), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is M H & W B Mohle Charitable Trust?

M H & W B Mohle Charitable Trust reported $550K in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets).

What is M H & W B Mohle Charitable Trust's EIN?

M H & W B Mohle Charitable Trust's EIN (Employer Identification Number) is 74-6284856. 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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