Bernard and Elaine Soss Charitable

YOUNGSTOWN, OH EIN: 20-7449476

Bernard and Elaine Soss Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in YOUNGSTOWN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $668K in total assets. In 2024, it awarded 2 grants totaling $64K. Net investment income was $86K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$668K

+1.0% YoY

Annual Giving

$64K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$32K

+0.0% YoY

Under IRS private-foundation payout rules, Bernard and Elaine Soss Charitable reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.

About Bernard and Elaine Soss Charitable

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 $430K (100%)

States

Ohio

Cities

See Attached

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$667,732	$660,967	$706,443
Revenue	$86,225	$18,950	$40,084
Expenses	$66,123	$64,426	$86,725
Qualifying Distributions	$64,000	$64,000	$84,525
Net Investment Income	$85,607	$18,053	$39,721
Distributable Amount	$39,695	$36,592	$41,142

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached Statement ($41,000), See Attached Statement ($23,000).

Recipient	Purpose	Amount
SEE ATTACHED STATEMENT SEE ATTACHED, OH	SEE ATTACHED	$23,000
SEE ATTACHED STATEMENT SEE ATTACHED, OH	SEE ATTACHED	$41,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HERB SOSS	TRUSTEE	—	—
DIANE SOSS-ZENDA	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Bernard and Elaine Soss Charitable?

Bernard and Elaine Soss Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in YOUNGSTOWN, OH. It holds $668K in total assets as of 2024.

How large is Bernard and Elaine Soss Charitable?

As of 2024, Bernard and Elaine Soss Charitable holds $668K in total assets with $86K in annual revenue. It awarded 2 grants totaling $64K in 2024.

Where does Bernard and Elaine Soss Charitable operate?

Bernard and Elaine Soss Charitable has awarded grants in Ohio.

What size grants does Bernard and Elaine Soss Charitable award?

In 2024, Bernard and Elaine Soss Charitable awarded 2 grants totaling $64K — an average of about $32K per grant, based on its IRS Form 990 filings.

How much is Bernard and Elaine Soss Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard and Elaine Soss Charitable reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bernard and Elaine Soss Charitable's EIN?

Bernard and Elaine Soss Charitable's EIN (Employer Identification Number) is 20-7449476. IRS Form 990 filing data is available on this page for 2020–2024.