Trust U W of J B Ohara
Trust U W of J B Ohara is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $38.6M in total assets. In 2025, it awarded 1 grant totaling $1.8M. Net investment income was $3.7M.
Trust U W of J B Ohara at a glance
In short: Trust U W of J B Ohara gave $1.8M across 1 grant in 2025 (avg $1.8M), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,812,605
- +18.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,812,605
- +18.1% vs 2024
- Median grant
- $1,812,605
- Total assets
- $38,608,735
- +5.0% vs 2024
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who Trust U W of J B Ohara funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Boys & Girls Club of America ($1.8M).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $1–5M range: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Trust U W of J B Ohara gives
- Giving held roughly steady from 2022 to 2025 (+13%). Method
- In 2025 it paid out 89% 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 2021 to 2025, annual grant giving ranged from $1.5M (2024) to $3.8M (2023, 21 months). In 2025 it made 1 grant totaling $1.8M.
*2023: Covers 21 months (fiscal year-end changed).
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Club of America Atlanta, GA | Support Chapters in Dallas | $1,812,605 |
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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 | $38,608,735 | $3,935,109 | $2,099,765 | $1,812,605 | 1 | $1,898,349 | $3,694,937 | $2,140,132 |
| 2024 | $36,783,205 | $3,743,774 | $1,892,642 | $1,534,588 | 1 | $1,616,328 | $3,523,407 | $2,036,027 |
| 2023* | $34,937,649 | $907,809 | $4,227,822 | $3,754,352 | 2 | $3,885,860 | $1,517,863 | $3,382,549 |
| 2022 | $37,870,054 | $2,024,131 | $1,954,597 | $1,608,750 | 1 | $1,689,671 | $2,638,489 | $2,191,042 |
| 2021 | $37,914,669 | $8,183,762 | $1,895,035 | $1,582,971 | 1 | — | $7,750,732 | $1,793,409 |
*2023: Covers 21 months (fiscal year-end changed).
Under IRS private-foundation payout rules, Trust U W of J B Ohara reported a distributable amount of $2.1M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Trust U W of J B Ohara's 2025 filing lists 7 officers; 1 of 7 officers listed in 2025 is compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$200K (2022) → $212K (2025)
Clint Murchison III
Committee Member
On filings since 2021
1 hr/week
No compensation reported
James L. Newland
Committee Member
On filings since 2021
1 hr/week
No compensation reported
John S. Griswold Jr.
Committee Member
On filings since 2021
1 hr/week
No compensation reported
Tom Yarboro
Committee Member
On filings since 2021
1 hr/week
No compensation reported
James Clark
Committee Member
On filings since 2022
1 hr/week
No compensation reported
Karen Noseff Aldridge
Committee Member
On filings since 2024
1 hr/week
No compensation reported
Former officers (5)
- Former: Angela Santone (2021–2023) — Committee Member
- Former: Gary J. Fernandes (2021–2022) — Committee Member
- Former: Moore Gates Jr. (2022) — Committee Member
- Former: T. R. Cain (2022) — Committee Member
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $212K, to Bank of America (Trustee).
Frequently asked questions about Trust U W of J B Ohara
How much does Trust U W of J B Ohara give each year?
Trust U W of J B Ohara gave $1.8M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.5M across 1 grant.
How large is Trust U W of J B Ohara?
Trust U W of J B Ohara reported $38.6M in total assets on its 2025 IRS Form 990-PF. It paid out $1.9M in qualifying distributions that year, against a required minimum of $2.1M (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.
Where does Trust U W of J B Ohara operate?
Trust U W of J B Ohara has awarded grants in Georgia.
What is Trust U W of J B Ohara's EIN?
Trust U W of J B Ohara's EIN (Employer Identification Number) is 75-6224893. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 1, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 11, 2026)
- IRS filings on file for fiscal years 2021–2024
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Figures come from Trust U W of J B Ohara's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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