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

+0.0% YoY

Avg Grant Size

$6K

+82.5% YoY

Under IRS private-foundation payout rules, Mahlon F Shreve Trust Fund Ua reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About Mahlon F Shreve Trust Fund Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $108K (100%)

States

New Jersey

Cities

BordentownMarltonTrentonUnion

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Baptist Church Bordentown ($9,835), The Children's Home Soc of Nj ($5,621), The Salvation Army ($5,621).

Recipient	Purpose	Amount
THE CHILDREN'S HOME SOC OF NJ TRENTON, NJ	UNRESTRICTED GENERAL	$5,621
THE SALVATION ARMY UNION, NJ	UNRESTRICTED GENERAL	$5,621
VIRTUA HEALTH FOUNDATION MARLTON, NJ	UNRESTRICTED GENERAL	$4,215
FIRST BAPTIST CHURCH BORDENTOWN BORDENTOWN, NJ	UNRESTRICTED GENERAL	$9,835

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$5,170

Frequently Asked Questions

How large is Mahlon F Shreve Trust Fund Ua?

As of 2024, Mahlon F Shreve Trust Fund Ua holds $442K in total assets with $46K in annual revenue. It awarded 4 grants totaling $25K in 2024.

Where does Mahlon F Shreve Trust Fund Ua operate?

Mahlon F Shreve Trust Fund Ua has awarded grants in New Jersey.

What size grants does Mahlon F Shreve Trust Fund Ua award?

In 2024, Mahlon F Shreve Trust Fund Ua awarded 4 grants totaling $25K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Mahlon F Shreve Trust Fund Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mahlon F Shreve Trust Fund Ua reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.