Mahlon F Shreve Trust Fund UA
Mahlon F Shreve Trust Fund UA is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $460K in total assets. In 2025, it awarded 4 grants totaling $25K. Net investment income was $46K.
Mahlon F Shreve Trust Fund UA at a glance
In short: Mahlon F Shreve Trust Fund UA gave $25K across 4 grants in 2025 (avg $6K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,911
- -1.5% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $6,228
- -1.5% vs 2024
- Median grant
- $5,723
- Total assets
- $459,537
- +4.0% vs 2024
- Primary geography
- New Jersey (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Mahlon F Shreve Trust Fund UA funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was First Baptist Church Bordentown ($10K). Together the top 4 received $25K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Mahlon F Shreve Trust Fund UA gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $14K (2023) to $25K (2024). In 2025 it made 4 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Baptist Church Bordentown Bordentown, NJ | Unrestricted General | $9,780 |
| The Children's Home Soc of NJ Trenton, NJ | Unrestricted General | $7,016 |
| Virtua Health Foundation Marlton, NJ | Unrestricted General | $4,429 |
| The Salvation Army Union, NJ | Unrestricted General | $3,686 |
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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 | $459,537 | $50,054 | $32,346 | $24,911 | 4 | $27,252 | $45,794 | $26,430 |
| 2024 | $441,691 | $45,536 | $31,748 | $25,292 | 4 | $27,520 | $41,032 | $25,026 |
| 2023 | $428,357 | $13,596 | $19,427 | $13,860 | 4 | $15,855 | $8,695 | $22,704 |
| 2022 | $434,363 | $-9,858 | $32,988 | $24,992 | 4 | $27,075 | $5,202 | $23,239 |
| 2021 | $477,198 | $98,507 | $28,951 | $22,014 | 4 | $24,354 | $93,838 | $26,047 |
| 2020 | $407,129 | $33,193 | $27,575 | $21,726 | 4 | — | $29,767 | $22,163 |
| 2019 | $401,540 | $25,092 | $23,152 | $18,049 | 4 | — | $22,946 | $21,593 |
Under IRS private-foundation payout rules, Mahlon F Shreve Trust Fund UA reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mahlon F Shreve Trust Fund UA's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$4K (2019) → $5K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $5K, to Bank of America (Trustee).
Frequently asked questions about Mahlon F Shreve Trust Fund UA
How much does Mahlon F Shreve Trust Fund UA give each year?
Mahlon F Shreve Trust Fund UA gave $25K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 4 grants.
What is Mahlon F Shreve Trust Fund UA's typical grant size?
Mahlon F Shreve Trust Fund UA's median grant in 2025 was $5,723, and its average grant was $6,228, across 4 grants on its 2025 IRS Form 990-PF.
Where does Mahlon F Shreve Trust Fund UA give grants?
Mahlon F Shreve Trust Fund UA gives mostly in New Jersey: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Mahlon F Shreve Trust Fund UA give general operating support?
Yes: 100% of Mahlon F Shreve Trust Fund UA's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Mahlon F Shreve Trust Fund UA?
Mahlon F Shreve Trust Fund UA reported $460K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
What is Mahlon F Shreve Trust Fund UA's EIN?
Mahlon F Shreve Trust Fund UA's EIN (Employer Identification Number) is 21-6013735. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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