BPOE 509 Charitable Institute
BPOE 509 Charitable Institute is a private foundation based in New Lexington, Ohio. It made 67 grants totaling $169,428 in filing year 2026, with nearly all grant dollars going to recipients in Ohio.
BPOE 509 Charitable Institute at a glance
In short: BPOE 509 Charitable Institute gave $169K across 67 grants in 2026 (avg $3K), mostly in Ohio. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $169,428
- +136.7% vs 2025
- Grants made (2026)
- 67
- +39.6% vs 2025
- Average grant
- $2,529
- +69.6% vs 2025
- Median grant
- $1,000
- Total assets
- $62,037
- -28.8% vs 2025
- Primary geography
- Ohio (99% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
How to apply to BPOE 509 Charitable Institute
- How to Apply
-
The foundation does not restrict giving to preselected organizations. Its filing says to see attached for the application form and materials, and lists no restrictions on awards.
- Review Cycle
- Monthly.
- Deadline
- Monthly.
- Contact
Application contact: Steve Dailey
Mailing address: 3155 Holden Drive, New Lexington, OH 43764
Phone: (740) 605-2653
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who BPOE 509 Charitable Institute funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Quality Monument ($22K). Together the top 10 received $86K.
Grant Size Distribution
115 grants across all recorded years
The most common grant size was under $50K: 115 grants of 115 (100%).
Geographic Focus
Where this funder awards grants
The 2026 grant distribution was 99% of grant dollars to recipients in Ohio and 1% to recipients in Tennessee.
Grant Distribution by State
Share of 2026 grant dollars across all 67 itemized grants.
Cities
How BPOE 509 Charitable Institute gives
- 20% of 2026 grantees were also funded in 2025. Method
- In 2026 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2025 to 2026, annual grant giving ranged from $72K (2025) to $169K (2026). In 2026 it made 67 grants totaling $169K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Quality Monument New Lexington, OH | Donation | $21,500 |
| Perry Co Back to School Bash New Lexington, OH | Donation | $11,500 |
| New Lexington 4TH of July New Lexington, OH | Donation | $10,500 |
| Perry County Housing Coalition New Lexington, OH | Donation | $8,000 |
| Somerset Reading EMS Somerset, OH | Donation | $7,500 |
| New Lexington High School Band New Lexington, OH | Donation | $6,000 |
| Orange Black Boosters New Lexington, OH | Donation | $5,578 |
| Sheridan Athletic Boosters Thornville, OH | Donation | $5,350 |
| New Lexington Classic Riders New Lexington, OH | Donation | $5,250 |
| Junction City Food Pantry Junction City, OH | Donation | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2026 | $62,037 | $151,164 | $176,231 | $169,428 | 67 | $176,231 | $3,861 |
| 2025 | $87,104 | $162,122 | $75,018 | $71,585 | 48 | $75,018 | $1,876 |
Under IRS private-foundation payout rules, BPOE 509 Charitable Institute reported a distributable amount of $4K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2026 grants show support for a range of organizations. Among the supported grantees, St. Vincent de Paul Society in Dayton describes its mission as accompanying people in need, with a focus on shelter, food, and clothing. Habitat for Humanity describes its mission as bringing people together to build homes, communities, and hope so that everyone can have a decent place to live.
Grantmaking
In filing year 2026, the foundation awarded 67 grants totaling $169,428. Grant amounts ranged from $100 to $21,500, with a median grant of $1,000. Notable grants included $21,500 to Quality Monument, $11,500 to Perry Co Back to School Bash, $10,500 to New Lexington 4th of July, $8,000 to Perry County Housing Coalition, and $7,500 to Somerset Reading EMS.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Lori Harmon as president, Chuck Taylor as secretary, and Steve Dailey as treasurer.
BPOE 509 Charitable Institute is led by Lori Harmon, President on every filing since 2025; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
Lori Harmon
President
On filings since 2025
No compensation reported
Chuck Taylor
Secretary
On filings since 2025
No compensation reported
Steve Dailey
Treasurer
On filings since 2025
No compensation reported
Data from IRS Form 990 filings, 2025–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about BPOE 509 Charitable Institute
How much does BPOE 509 Charitable Institute give each year?
BPOE 509 Charitable Institute gave $169K across 67 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $72K across 48 grants.
What is BPOE 509 Charitable Institute's typical grant size?
BPOE 509 Charitable Institute's median grant in 2026 was $1,000, and its average grant was $2,529, across 67 grants on its 2026 IRS Form 990-PF.
Where does BPOE 509 Charitable Institute give grants?
BPOE 509 Charitable Institute gives mostly in Ohio: 99% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New Lexington, OH (38 grants), Crooksville, OH (9 grants), Corning, OH (6 grants) and Somerset, OH (4 grants).
Does BPOE 509 Charitable Institute give general operating support?
Not in 2026: none of the 67 grants with a stated purpose on BPOE 509 Charitable Institute's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (67 grants).
Who are BPOE 509 Charitable Institute's largest grantees?
BPOE 509 Charitable Institute's largest 2026 grantees include Quality Monument ($21,500), Perry Co Back to School Bash ($11,500) and New Lexington 4TH of July ($10,500), according to its 2026 IRS Form 990-PF. Together they received 26% of its itemized 2026 grant dollars.
How large is BPOE 509 Charitable Institute?
BPOE 509 Charitable Institute reported $62K in total assets on its 2026 IRS Form 990-PF. It paid out $176K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
What does BPOE 509 Charitable Institute fund?
No mission statement for the foundation is provided. Its 2026 grants show support for a range of organizations. Among the supported grantees, St. Vincent de Paul Society in Dayton describes its mission as accompanying people in need, with a focus on shelter, food, and clothing. See mission & focus areas ↑
How do I apply for a grant from BPOE 509 Charitable Institute?
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 ↑
What is BPOE 509 Charitable Institute's EIN?
BPOE 509 Charitable Institute's EIN (Employer Identification Number) is 93-4391440. IRS Form 990 filing data is available on this page for 2025–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 9, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 16, 2026)
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Cite this profile
Grantable. (2026). BPOE 509 Charitable Institute funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/bpoe-509-charitable-institute-morg_79dec342ccf64bc9853b8652f76ef3f3
BibTeX
@misc{grantable_934391440_2026,
author = {{Grantable}},
title = {{BPOE 509 Charitable Institute funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bpoe-509-charitable-institute-morg_79dec342ccf64bc9853b8652f76ef3f3},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from BPOE 509 Charitable Institute's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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