Tua Fred & Irene Michel Charitable Trust

DALLAS, TX EIN: 52-7201412

Tua Fred & Irene Michel Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.0M in total assets. In 2025, it awarded 14 grants totaling $199K. Net investment income was $401K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.0M

+2.7% YoY

Annual Giving

$199K

-13.8% YoY

Grant Count

14

+0.0% YoY

Avg Grant Size

$14K

-13.8% YoY

Under IRS private-foundation payout rules, Tua Fred & Irene Michel Charitable Trust reported a distributable amount of $289K for 2025 — the minimum it must pay out in qualifying distributions.

About Tua Fred & Irene Michel Charitable Trust

Based on IRS filings

Tua Fred & Irene Michel Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.0M in total assets. In 2025, it awarded 14 grants totaling $199K. Net investment income was $401K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BatesvilleChicagoColumbiaPoint LookoutPompano BeachSaint LouisSt Louis

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$275K$550K$826K$1M20212022202320242025
Metric202520242023
Total Assets$5,043,628$4,908,824$4,900,438
Revenue$456,864$153,827$-61,028
Expenses$286,582$303,829$295,565
Qualifying Distributions$227,644$256,957$237,456
Net Investment Income$400,909$100,986$62,934
Distributable Amount$289,425$267,744$250,753

Giving Over Time

Total grant dollars and number of grants per year

$0$74K$149K$223K$298K14 grants202114 grants202214 grants202314 grants202414 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

FIRST PRESBYTERIAN FDN P…$96KBATESVILLE UNITED METHOD…$21KMASONIC HOME OF MISSOURI$16KCENTRAL PRESBYTERIAN CHU…$10KJOHN KNOX VILLAGE OF FLO…$8KEPWORTH CHILDREN & FAMIL…$6KPRESBYTERIAN CHILDREN'S …$6KSALEM IN LADUE UNITED ME…$6KYOUTHBRIDGE COMMUNITY FO…$6KCOLLEGE OF THE OZARKS$6K

Grant Size Distribution

70 grants across all recorded years

65<$50K1$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include First Presbyterian Fdn Pompano Beach ($95,810), Batesville United Methodist Church ($20,542), Masonic Home of Missouri ($16,435).

RecipientPurposeAmount
BATESVILLE UNITED METHODIST CHURCH BATESVILLE, INUNRESTRICTED GENERAL$20,542
ST MARK'S EVANGELICAL LUTHERAN CHURCH BATESVILLE, INUNRESTRICTED GENERAL$4,110
THE MOODY BIBLE INSTITUTE OF CHICAGO CHICAGO, ILUNRESTRICTED GENERAL$4,110
LIGHTHOUSE FOR THE BLIND ST LOUIS, MOUNRESTRICTED GENERAL$4,110
MASONIC HOME OF MISSOURI COLUMBIA, MOUNRESTRICTED GENERAL$16,435
MENTAL HEALTH ASSOCIATION ST LOUIS, MOUNRESTRICTED GENERAL$4,110
CENTRAL PRESBYTERIAN CHURCH ST LOUIS, MOUNRESTRICTED GENERAL$10,272
EPWORTH CHILDREN & FAMILY SERVICES ST LOUIS, MOUNRESTRICTED GENERAL$6,164
PRESBYTERIAN CHILDREN'S HOMES ST LOUIS, MOUNRESTRICTED GENERAL$6,164
SALEM IN LADUE UNITED METHODIST CHURCH ST LOUIS, MOUNRESTRICTED GENERAL$6,164

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$72K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$71,512

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Tua Fred & Irene Michel Charitable Trust?

Tua Fred & Irene Michel Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $5.0M in total assets as of 2025.

How large is Tua Fred & Irene Michel Charitable Trust?

As of 2025, Tua Fred & Irene Michel Charitable Trust holds $5.0M in total assets with $457K in annual revenue. It awarded 14 grants totaling $199K in 2025.

Where does Tua Fred & Irene Michel Charitable Trust operate?

Tua Fred & Irene Michel Charitable Trust has awarded grants in Florida, Illinois, Indiana, Missouri.

What size grants does Tua Fred & Irene Michel Charitable Trust award?

In 2025, Tua Fred & Irene Michel Charitable Trust awarded 14 grants totaling $199K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Tua Fred & Irene Michel Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Tua Fred & Irene Michel Charitable Trust reported a distributable amount of $289K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tua Fred & Irene Michel Charitable Trust's EIN?

Tua Fred & Irene Michel Charitable Trust's EIN (Employer Identification Number) is 52-7201412. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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