BPOE 509 Charitable Foundation Inc

Private foundation · Grantmaker New Lexington, OH EIN: 30-0261993

BPOE 509 Charitable Foundation is a private foundation based in New Lexington, Ohio. Its 2024 filing reports 60 grants totaling $80,735, primarily to organizations in Ohio.

Key facts about BPOE 509 Charitable Foundation Inc

In short: BPOE 509 Charitable Foundation Inc gave $81K across 60 grants in 2024 (avg $1K), mostly in Ohio. 68% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
30-0261993
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$80,735
Grants made (2024)
60
Average grant
$1,346
Median grant
$1,000
New grantees (estimate)
68% first-time grantees (41 of 60, 2024)
Primary geography
Ohio (94% of itemized 2024 grant dollars)
How to apply
The 2023 final return says the foundation does not restrict giving to preselected organizations. Full details ↓
Deadline
The 2023 final return lists monthly deadlines; this is not a current application cycle.

Data from IRS Form 990-PF, 2024; 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 2024 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$81K

+59.7% YoY

Grant Count

60

+9.1% YoY

Avg Grant Size

$1K

+46.4% YoY

Under IRS private-foundation payout rules, BPOE 509 Charitable Foundation Inc reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

Is BPOE 509 Charitable Foundation Inc open to new grantees?

68%

first-time grantees, 2024

In 2024, 41 of 60 grantees (68%) were first-time recipients. First grants averaged $1K; repeat grants $1K. How we count

Medians: $1K first-time, $750 repeat.

  • 23% of 2024 grantees were also funded in 2023. Method
  • Giving grew 271% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2024). 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

No mission statement for the foundation is provided. Its 2024 grants went to organizations including food, housing, youth and school band groups, and community organizations. For example, the National Fire Safety Council, a 2024 grantee, describes its own mission as preventing accidents and saving lives through fire, burn-prevention, and life-safety education.

Grantmaking

In 2024, the foundation reported 60 grants totaling $80,735. Grants ranged from $100 to $6,700, with a median of $1,000. Notable awards included BPOE 509 ENF ($6,700), NL Food Pantry ($5,500), Perry County Housing Coalition ($5,000), Miller Band Boosters ($3,000), Sheridan High School Band ($3,000), Crooksville Music Boosters ($3,000), New Lexington Band Boosters ($3,000), NL Classic Riders ($3,000), and Perry County Angel Tree ($3,000).

Review Cycle

The 2023 final return lists monthly deadlines; this is not a current application cycle.

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Geographic Focus

Where this funder awards grants

In 2024, 94% of grant dollars went to recipients in Ohio. The remaining reported shares went to Tennessee (2%), and North Carolina, Michigan, and Pennsylvania (1% each).

Grant Distribution by State

11states

Share of 2024 grant dollars across all 60 itemized grants.

Cities

New LexingtonCrooksvilleThornvilleCorningSomersetChicagoJunction CityColumbusMichigan CenterChillicotheGrove CityHilliardShawneeZanesvilleAmericusBlue AshErieFrankfortHemlockHouma

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K24 grants2021 45 grants2022 55 grants2023 60 grants2024

From 2021 to 2024, annual grant giving ranged from $22K (2021) to $81K (2024). In 2024 it made 60 grants totaling $81K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BPOE 509 ENF: $7KBPOE 509 ENF$7KNL Food Pantry: $6KNL Food Pantry$6KPerry County Housing Coalition: $5KPerry County Housing Coalition$5KMiller Band Boosters: $3KMiller Band Boosters$3KSheridan High School Band: $3KSheridan High School Band$3KCrooksville Music Boosters: $3KCrooksville Music Boosters$3KNew Lexington Band Boosters: $3KNew Lexington Band Boosters$3KNL Classic Riders: $3KNL Classic Riders$3KPerry County Angel Tree: $3KPerry County Angel Tree$3KPerry County Longbeards: $3KPerry County Longbeards$3K

The largest 2024 recipient was BPOE 509 ENF ($7K). Together the top 10 received $38K.

Grant Size Distribution

184 grants across all recorded years

184<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 184 grants of 184 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BPOE 509 ENF New Lexington, OHDonation$6,700
NL Food Pantry New Lexington, OHDonation$5,500
Perry County Housing Coalition New Lexington, OHDonation$5,000
Miller Band Boosters Hemlock, OHDonation$3,000
Sheridan High School Band Thornville, OHDonation$3,000
Crooksville Music Boosters Crooksville, OHDonation$3,000
New Lexington Band Boosters New Lexington, OHDonation$3,000
NL Classic Riders New Lexington, OHRide with Santa$3,000
Perry County Angel Tree New Lexington, OHDonation$3,000
Perry County Longbeards New Lexington, OHDonation$2,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 — $83,710 $84,245 $80,735
2023 $27,201 $70,572 $53,978 $50,558
2022 $10,607 $31,999 $30,195 $26,852

The 2024 filing reports 60 grants; the 2023 and 2022 filings report 55 and 45 grants, respectively.

Revenue
Expenses
Qualifying Distributions
$0$25K$50K$75K$100K2021 2022 2023 2024
Metric202420232022
Total Assets—$27,201$10,607
Revenue$83,710$70,572$31,999
Expenses$84,245$53,978$30,195
Qualifying Distributions$84,245$53,978$30,195
Distributable Amount$1,770$969$594

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Lori Harmon as president, Chuck Taylor as secretary, and Steve Dailey as treasurer.

BPOE 509 Charitable Foundation Inc is led by Lori Harmon, President on every filing since 2022; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Lori Harmon

    President

    On filings since 2022

    No compensation reported

  • Chuck Taylor

    Secretary

    On filings since 2021

    No compensation reported

  • Steve Dailey

    Treasurer

    On filings since 2021

    No compensation reported

Former officers (1)
  • Former: Lori Epifano (2021) — President

Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Bpoe 509 Charitable Foundation
Mailing address: 109 South Main Street, New Lexington, OH 43764
Phone: (740) 342-9445

Frequently asked questions about BPOE 509 Charitable Foundation Inc

How much does BPOE 509 Charitable Foundation Inc give each year?

BPOE 509 Charitable Foundation Inc gave $81K across 60 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $51K across 55 grants.

What is BPOE 509 Charitable Foundation Inc's typical grant size?

BPOE 509 Charitable Foundation Inc's median grant in 2024 was $1,000, and its average grant was $1,346, across 60 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from BPOE 509 Charitable Foundation Inc that year got $1K on average.

Where does BPOE 509 Charitable Foundation Inc give grants?

BPOE 509 Charitable Foundation Inc gives mostly in Ohio: 94% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New Lexington, OH (34 grants), Crooksville, OH (7 grants), Thornville, OH (4 grants) and Somerset, OH (3 grants).

Does BPOE 509 Charitable Foundation Inc give general operating support?

Not in 2024: none of the 60 grants with a stated purpose on BPOE 509 Charitable Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (58 grants).

Who are BPOE 509 Charitable Foundation Inc's largest grantees?

BPOE 509 Charitable Foundation Inc's largest 2024 grantees include BPOE 509 ENF ($6,700), NL Food Pantry ($5,500) and Perry County Housing Coalition ($5,000), according to its 2024 IRS Form 990-PF. Together they received 21% of its itemized 2024 grant dollars.

What does BPOE 509 Charitable Foundation Inc fund?

No mission statement for the foundation is provided. Its 2024 grants went to organizations including food, housing, youth and school band groups, and community organizations. See mission & focus areas ↑

How do I apply for a grant from BPOE 509 Charitable Foundation Inc?

The 2023 final return says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

How much is BPOE 509 Charitable Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, BPOE 509 Charitable Foundation Inc reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is BPOE 509 Charitable Foundation Inc's EIN?

BPOE 509 Charitable Foundation Inc's EIN (Employer Identification Number) is 30-0261993. IRS Form 990 filing data is available on this page for 2021–2024.

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

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