Ocheltree Maxwell Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $310K in total assets. In 2024, it awarded 3 grants totaling $15K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$310K
-2.4% YoY
Annual Giving
$15K
-4.9% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$5K
-4.9% YoY
Under IRS private-foundation payout rules, Ocheltree Maxwell Tua reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.
About Ocheltree Maxwell Tua
Based on IRS filings
Ocheltree Maxwell Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $310K in total assets. In 2024, it awarded 3 grants totaling $15K. Net investment income was $9K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $309,984 | $317,510 | $331,884 |
| Revenue | $14,156 | $8,266 | $14,550 |
| Expenses | $21,970 | $22,293 | $25,506 |
| Qualifying Distributions | $16,615 | $17,302 | $19,804 |
| Net Investment Income | $8,534 | $4,641 | $9,128 |
| Distributable Amount | $17,386 | $16,169 | $17,280 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Greater Philadelphia Ymca ($7,464), Foundation for Delaware County ($3,732), Presbytery of Philadelphia ($3,732).
| Recipient | Purpose | Amount |
|---|---|---|
| FOUNDATION FOR DELAWARE COUNTY MEDIA, PA | GENERAL OPERATING | $3,732 |
| GREATER PHILADELPHIA YMCA CONSHOHOCKEN, PA | GENERAL OPERATING | $7,464 |
| PRESBYTERY OF PHILADELPHIA PHILADELPHIA, PA | GENERAL OPERATING | $3,732 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $5,854 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ocheltree Maxwell Tua?
Ocheltree Maxwell Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $310K in total assets as of 2024.
How large is Ocheltree Maxwell Tua?
As of 2024, Ocheltree Maxwell Tua holds $310K in total assets with $14K in annual revenue. It awarded 3 grants totaling $15K in 2024.
Where does Ocheltree Maxwell Tua operate?
Ocheltree Maxwell Tua has awarded grants in Pennsylvania.
What size grants does Ocheltree Maxwell Tua award?
In 2024, Ocheltree Maxwell Tua awarded 3 grants totaling $15K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Ocheltree Maxwell Tua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ocheltree Maxwell Tua reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ocheltree Maxwell Tua's EIN?
Ocheltree Maxwell Tua's EIN (Employer Identification Number) is 23-6222005. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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