Bole Olive J Trust Uw

MARIETTA, OH EIN: 31-6036618

Bole Olive J Trust Uw is a private foundation, based in MARIETTA, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $759K in total assets. In 2024, it awarded 2 grants totaling $39K. Net investment income was $62K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$759K

+2.1% YoY

Annual Giving

$39K

-3.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$19K

-3.3% YoY

Under IRS private-foundation payout rules, Bole Olive J Trust Uw reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.

About Bole Olive J Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $197K (100%)

States

Ohio

Cities

Marietta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$759,139	$743,608	$762,755
Revenue	$69,006	$34,501	$12,951
Expenses	$53,289	$53,178	$57,452
Qualifying Distributions	$45,608	$46,195	$49,584
Net Investment Income	$61,820	$27,904	$11,213
Distributable Amount	$49,878	$44,896	$46,310

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

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Marietta Memorial Hospital ($19,269), Christ United Methodist Church ($19,269).

Recipient	Purpose	Amount
MARIETTA MEMORIAL HOSPITAL MARIETTA, OH	PUBLIC SUPPORT	$19,269
CHRIST UNITED METHODIST CHURCH MARIETTA, OH	PUBLIC SUPPORT	$19,269

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PEOPLES BANK	TRUSTEE	1	$12,845

Frequently Asked Questions

How large is Bole Olive J Trust Uw?

As of 2024, Bole Olive J Trust Uw holds $759K in total assets with $69K in annual revenue. It awarded 2 grants totaling $39K in 2024.

Where does Bole Olive J Trust Uw operate?

Bole Olive J Trust Uw has awarded grants in Ohio.

What size grants does Bole Olive J Trust Uw award?

In 2024, Bole Olive J Trust Uw awarded 2 grants totaling $39K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Bole Olive J Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bole Olive J Trust Uw reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.