Addie Holbrook Memorial Fund Tuw

HAMILTON, OH EIN: 31-6103505

Addie Holbrook Memorial Fund Tuw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HAMILTON, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $134K in total assets. In 2024, it awarded 1 grants totaling $12K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$134K

-5.4% YoY

Annual Giving

$12K

+1.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

+1.1% YoY

Under IRS private-foundation payout rules, Addie Holbrook Memorial Fund Tuw reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Addie Holbrook Memorial Fund Tuw

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $31K (100%)

States

Ohio

Cities

Middletown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$133,910	$141,537	$152,372
Revenue	$8,304	$4,933	$-2,899
Expenses	$15,897	$15,771	$11,342
Qualifying Distributions	$14,097	$13,971	$9,542
Net Investment Income	$6,504	$3,133	$2,742
Distributable Amount	$8,099	$8,002	$8,694

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Family Services of Middletown ($11,729).

Recipient	Purpose	Amount
FAMILY SERVICES OF MIDDLETOWN MIDDLETOWN, OH	CHARITABLE PURPOSES	$11,729

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Addie Holbrook Memorial Fund Tuw?

Addie Holbrook Memorial Fund Tuw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HAMILTON, OH. It holds $134K in total assets as of 2024.

How large is Addie Holbrook Memorial Fund Tuw?

As of 2024, Addie Holbrook Memorial Fund Tuw holds $134K in total assets with $8K in annual revenue. It awarded 1 grants totaling $12K in 2024.

Where does Addie Holbrook Memorial Fund Tuw operate?

Addie Holbrook Memorial Fund Tuw has awarded grants in Ohio.

What size grants does Addie Holbrook Memorial Fund Tuw award?

In 2024, Addie Holbrook Memorial Fund Tuw awarded 1 grants totaling $12K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Addie Holbrook Memorial Fund Tuw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Addie Holbrook Memorial Fund Tuw reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Addie Holbrook Memorial Fund Tuw's EIN?

Addie Holbrook Memorial Fund Tuw's EIN (Employer Identification Number) is 31-6103505. IRS Form 990 filing data is available on this page for 2019–2024.