Alverson Family Foundation

LOVELAND, OH EIN: 87-0857730

Alverson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOVELAND, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $313K in total assets. In 2024, it awarded 10 grants totaling $8K. Net investment income was $1K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$313K

+65.4% YoY

Annual Giving

$8K

+413.3% YoY

Grant Count

10

+233.3% YoY

Avg Grant Size

$770

+54.0% YoY

Under IRS private-foundation payout rules, Alverson Family Foundation reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About Alverson Family Foundation

Based on IRS filings

Alverson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOVELAND, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $313K in total assets. In 2024, it awarded 10 grants totaling $8K. Net investment income was $1K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

CincinnatiColorado SpringsNew YorkPleasant PlainSeattleWashingtonWashington Dc

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$21K$43K$64K$85K2021202220232024
Metric202420232022
Total Assets$312,572$188,981$89,972
Revenue$53,228$77,558$49,802
Expenses$10,002$3,726$6,186
Qualifying Distributions$8,835$3,725$5,500
Net Investment Income$1,305$1,076$75
Distributable Amount$11,411$5,147

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K$8K0 grants20213 grants20223 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CIRCLE TAIL$800COMPASSION INTERNATIONAL$800SEATTLE CHILDREN'S$800CATHOLIC CHARITIES SW OHIO$800SACRED HEART RADIO$800SOCIETY OF DT VINCENT DE…$800MOELLER HIGH SCHOOL$800URSULINE ACADEMY$800ST XAVIERS HIGH SCHOOL$800WORLD CENTRAL KITCHEN$500

Grant Size Distribution

16 grants across all recorded years

16<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Circle Tail ($800), Compassion International ($800), Seattle Children's ($800).

RecipientPurposeAmount
CIRCLE TAIL PLEASANT PLAIN, OHGENERAL OPERATING EXPENSES$800
COMPASSION INTERNATIONAL COLORADO SPRINGS, COGENERAL OPERATING EXPENSES$800
SEATTLE CHILDREN'S SEATTLE, WAGENERAL OPERATING EXPENSES$800
WORLD CENTRAL KITCHEN WASHINGTON DC, WAGENERAL OPERATING EXPENSES$500
CATHOLIC CHARITIES SW OHIO CINCINNATI, OHGENERAL OPERATING EXPENSES$800
SACRED HEART RADIO CINCINNATI, OHGENERAL OPERATING EXPENSES$800
SOCIETY OF DT VINCENT DE PAUL NEW YORK, NYGENERAL OPERATING EXPENSES$800
MOELLER HIGH SCHOOL CINCINNATI, OHGENERAL OPERATING EXPENSES$800
URSULINE ACADEMY CINCINNATI, OHGENERAL OPERATING EXPENSES$800
ST XAVIERS HIGH SCHOOL CINCINNATI, OHGENERAL OPERATING EXPENSES$800

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
THOMAS M ALVERSONPRESIDENT1
LYNNE M ALVERSONSECRETARY1
CHERYL A HUEBNERTREASURER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Alverson Family Foundation?

Alverson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOVELAND, OH. It holds $313K in total assets as of 2024.

How large is Alverson Family Foundation?

As of 2024, Alverson Family Foundation holds $313K in total assets with $53K in annual revenue. It awarded 10 grants totaling $8K in 2024.

Where does Alverson Family Foundation operate?

Alverson Family Foundation has awarded grants in Colorado, District of Columbia, New York, Ohio, Washington.

What size grants does Alverson Family Foundation award?

In 2024, Alverson Family Foundation awarded 10 grants totaling $8K — an average of about $770 per grant, based on its IRS Form 990 filings.

How much is Alverson Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alverson Family Foundation reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alverson Family Foundation's EIN?

Alverson Family Foundation's EIN (Employer Identification Number) is 87-0857730. IRS Form 990 filing data is available on this page for 2021–2024.

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Related Funders

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

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