Tua Fred & Irene Michel Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 52-7201412

The TUA Fred & Irene Michel Charitable Trust is a private foundation based in Dallas, Texas. It makes grants to qualified charitable organizations; its 2024 filing states that it conducts no direct charitable activities.

Key facts about Tua Fred & Irene Michel Charitable Trust

In short: Tua Fred & Irene Michel Charitable Trust gave $199K across 14 grants in 2025 (avg $14K), mostly in Florida. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
52-7201412
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$198,539
Grants made (2025)
14
Average grant
$14,181
Median grant
$6,164
New grantees (estimate)
7% first-time grantees (1 of 14, 2025)
Total assets
$5,043,628
Primary geography
Florida (52% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

Is Tua Fred & Irene Michel Charitable Trust open to new grantees?

7%

first-time grantees, 2025

In 2025, 1 of 14 grantees (7%) were first-time recipients. First grants averaged $6K; repeat grants $15K. How we count

Medians: $6K first-time, $6K repeat.

  • 93% of 2025 grantees were also funded in 2024. Method
  • Giving fell 33% from 2022 to 2025. Method
  • In 2025 it paid out 79% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The trust does not state a mission in the provided information. Its 2025 grants included religious organizations, educational institutions, and organizations serving children, families, and adults in need. These descriptions reflect the grantees’ own missions: for example, Masonic Home of Missouri says it assists eligible adults and children in need, while Epworth Children & Family Services says it helps children, youth, and families move toward self-sufficiency. College of the Ozarks describes its mission as providing Christian education, and Moody Bible Institute of Chicago describes itself as a higher education and media ministry.

Grantmaking

In 2025, the trust awarded 14 grants totaling $198,539. Grant amounts ranged from $4,110 to $95,810, with a median of $6,164.

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Geographic Focus

Where this funder awards grants

In 2025, grant dollars went to recipients in Florida (52%), Missouri (33%), Indiana (12%), and Illinois (2%).

Grant Distribution by State

4states

Share of 2025 grant dollars across all 14 itemized grants.

Cities

Saint LouisBatesvillePompano BeachChicagoColumbiaPoint Lookout

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K14 grants2021 14 grants2022 14 grants2023 14 grants2024 14 grants2025

From 2021 to 2025, annual grant giving ranged from $199K (2025) to $298K (2022). In 2025 it made 14 grants totaling $199K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

First Presbyterian Fdn Pompano Beach: $96KFirst Presbyterian Fdn PompanoBeach$96KBatesville United Methodist Church: $21KBatesville United MethodistChurch$21KMasonic Home of Missouri: $16KMasonic Home of Missouri$16KCentral Presbyterian Church: $10KCentral Presbyterian Church$10KJohn Knox Village of Florida Inc: $8KJohn Knox Village of FloridaInc$8KEpworth Children & Family Services: $6KEpworth Children & FamilyServices$6KPresbyterian Children's Homes: $6KPresbyterian Children's Homes$6KSalem in Ladue United Methodist Church: $6KSalem in Ladue UnitedMethodist Church$6KYouthbridge Community Foundation: $6KYouthbridge CommunityFoundation$6KCollege of the Ozarks: $6KCollege of the Ozarks$6K

The largest 2025 recipient was First Presbyterian Fdn Pompano Beach ($96K). Together the top 10 received $182K.

Grant Size Distribution

70 grants across all recorded years

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

The most common grant size was under $50K: 65 grants of 70 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
First Presbyterian Fdn Pompano Beach Pompano Beach, FLUnrestricted General$95,810
Batesville United Methodist Church Batesville, INUnrestricted General$20,542
Masonic Home of Missouri Columbia, MOUnrestricted General$16,435
Central Presbyterian Church St. Louis, MOUnrestricted General$10,272
John Knox Village of Florida Inc Pompano Beach, FLUnrestricted General$8,220
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
Youthbridge Community Foundation St. Louis, MOUnrestricted General$6,164
College of the Ozarks Point Lookout, MOUnrestricted General$6,164

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $5,043,628 $456,864 $286,582 $198,539
2024 $4,908,824 $153,827 $303,829 $230,399
2023 $4,900,438 -$61,028 $295,565 $212,764
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2021 2022 2023 2024 2025
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Bank of America as trustee.

Tua Fred & Irene Michel Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $65K (2022) → $72K (2025)

Former officers (1)
  • 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

Bank of America — Trustee: $72KBank of AmericaTrustee$72K

The highest reported compensation on the 2025 filing was $72K, to Bank of America (Trustee).

Contact

Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275

Frequently asked questions about Tua Fred & Irene Michel Charitable Trust

How much does Tua Fred & Irene Michel Charitable Trust give each year?

Tua Fred & Irene Michel Charitable Trust gave $199K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $230K across 14 grants.

What is Tua Fred & Irene Michel Charitable Trust's typical grant size?

Tua Fred & Irene Michel Charitable Trust's median grant in 2025 was $6,164, and its average grant was $14,181, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Tua Fred & Irene Michel Charitable Trust that year got $6K on average.

Where does Tua Fred & Irene Michel Charitable Trust give grants?

Tua Fred & Irene Michel Charitable Trust gives mostly in Florida: 52% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Missouri (33%) and Indiana (12%). The most frequent recipient cities were St. Louis, MO (7 grants), Pompano Beach, FL (2 grants) and Batesville, IN (2 grants).

Does Tua Fred & Irene Michel Charitable Trust give general operating support?

Yes: 100% of Tua Fred & Irene Michel Charitable Trust's 2025 grants with a stated purpose (14 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Tua Fred & Irene Michel Charitable Trust's largest grantees?

Tua Fred & Irene Michel Charitable Trust's largest 2025 grantees include First Presbyterian Fdn Pompano Beach ($95,810), Batesville United Methodist Church ($20,542) and Masonic Home of Missouri ($16,435), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.

How large is Tua Fred & Irene Michel Charitable Trust?

Tua Fred & Irene Michel Charitable Trust reported $5.0M in total assets on its 2025 IRS Form 990-PF. It paid out $228K in qualifying distributions that year, against a required minimum of $289K (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 does Tua Fred & Irene Michel Charitable Trust fund?

The trust does not state a mission in the provided information. Its 2025 grants included religious organizations, educational institutions, and organizations serving children, families, and adults in need. See mission & focus areas ↑

How do I apply for a grant from Tua Fred & Irene Michel Charitable Trust?

The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.

Does Tua Fred & Irene Michel Charitable Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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