Mahlon F Shreve Trust Fund Ua

DALLAS, TX EIN: 21-6013735

Mahlon F Shreve Trust Fund Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $442K in total assets. In 2024, it awarded 4 grants totaling $25K. Net investment income was $41K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$442K

+3.1% YoY

Annual Giving

$25K

+82.5% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$6K

+82.5% YoY

About Mahlon F Shreve Trust Fund Ua

Based on IRS filings

Mahlon F Shreve Trust Fund Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $442K in total assets. In 2024, it awarded 4 grants totaling $25K. Net investment income was $41K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BordentownMarltonTrentonUnion

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$27K$54K$81K$108K20202021202220232024
Metric202420232022
Total Assets$441,691$428,357$434,363
Revenue$45,536$13,596$-9,858
Expenses$31,748$19,427$32,988
Qualifying Distributions$27,520$15,855$27,075
Net Investment Income$41,032$8,695$5,202
Distributable Amount$25,026$22,704$23,239

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$13K$19K$25K4 grants20204 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

FIRST BAPTIST CHURCH BOR…$10KTHE CHILDREN'S HOME SOC …$6KTHE SALVATION ARMY$6KVIRTUA HEALTH FOUNDATION$4K

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$5K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$5,170

Related Funders

Similar funders by location and focus area

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

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