Ocheltree Maxwell Tua
Ocheltree Maxwell Tua is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $309K in total assets. In 2025, it awarded 3 grants totaling $16K. Net investment income was $17K.
Ocheltree Maxwell Tua at a glance
In short: Ocheltree Maxwell Tua gave $16K across 3 grants in 2025 (avg $5K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,000
- +7.2% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $5,333
- +7.2% vs 2024
- Median grant
- $4,000
- Total assets
- $308,956
- -0.3% vs 2024
- Primary geography
- Pennsylvania (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 Ocheltree Maxwell Tua funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Greater Philadelphia YMCA ($8K). Together the top 3 received $16K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Ocheltree Maxwell Tua gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 $15K (2024) to $18K (2022). In 2025 it made 3 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Greater Philadelphia YMCA Conshohocken, PA | General Operating | $8,000 |
| Foundation for Delaware County Media, PA | General Operating | $4,000 |
| Presbytery of Philadelphia Philadelphia, PA | General Operating | $4,000 |
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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 | $308,956 | $22,955 | $23,707 | $16,000 | 3 | $17,770 | $17,187 | $18,004 |
| 2024 | $309,984 | $14,156 | $21,970 | $14,928 | 3 | $16,615 | $8,534 | $17,386 |
| 2023 | $317,510 | $8,266 | $22,293 | $15,696 | 3 | $17,302 | $4,641 | $16,169 |
| 2022 | $331,884 | $14,550 | $25,506 | $18,220 | 3 | $19,804 | $9,128 | $17,280 |
| 2021 | $342,901 | $33,389 | $23,236 | $15,200 | 3 | $16,833 | $27,346 | $19,404 |
| 2020 | $332,695 | $35,095 | $22,418 | $15,200 | 3 | — | $29,900 | $16,709 |
| 2019 | $320,053 | $27,048 | $22,230 | $15,060 | 3 | — | $21,842 | $16,557 |
Under IRS private-foundation payout rules, Ocheltree Maxwell Tua reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ocheltree Maxwell Tua's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$6K (2019) → $6K (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 $6K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Ocheltree Maxwell Tua
How much does Ocheltree Maxwell Tua give each year?
Ocheltree Maxwell Tua gave $16K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 3 grants.
What is Ocheltree Maxwell Tua's typical grant size?
Ocheltree Maxwell Tua's median grant in 2025 was $4,000, and its average grant was $5,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does Ocheltree Maxwell Tua give grants?
Ocheltree Maxwell Tua gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Ocheltree Maxwell Tua give general operating support?
Yes: 100% of Ocheltree Maxwell Tua's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Ocheltree Maxwell Tua?
Ocheltree Maxwell Tua reported $309K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
Live grants for the work Ocheltree Maxwell Tua funds
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