Carole C & Charles a Kehrer Charitable Trust
Carole C & Charles a Kehrer Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in St Petersburg, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 9 grants totaling $226K. Net investment income was $77K.
Key facts about Carole C & Charles a Kehrer Charitable Trust
In short: Carole C & Charles a Kehrer Charitable Trust gave $226K across 9 grants in 2025 (avg $25K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- EIN
- 27-6699145
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $225,696
- Grants made (2025)
- 9
- Average grant
- $25,077
- Median grant
- $18,808
- Total assets
- $1,787,030
- Primary geography
- Ohio (75% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.8M
-8.4% YoY
Annual Giving
$226K
+10.3% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$25K
+10.3% YoY
Under IRS private-foundation payout rules, Carole C & Charles a Kehrer Charitable Trust reported a distributable amount of $228K for 2025 — the minimum it must pay out in qualifying distributions.
How Carole C & Charles a Kehrer Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Carole C & Charles a Kehrer Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 9 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| THE SALVATION ARMY West Nyack, NY | UNRESTRICTED GRANT | $37,616 |
| TAFT MUSEUM OF ART Cincinnati, OH | UNRESTRICTED GRANT | $37,616 |
| EPISCOPAL SOCIETY OF CHRIST Cincinnati, OH | UNRESTRICTED GRANT | $37,616 |
| 405 OAK ST CENTER INC Cincinnati, OH | UNRESTRICTED GRANT | $18,808 |
| CITY GOSPEL MISSION Cincinnati, OH | UNRESTRICTED GRANT | $18,808 |
| HAMILTON COUNTY SOCIETY FOR THE Cincinnati, OH | UNRESTRICTED GRANT | $18,808 |
| ANIMAL FRIENDS HUMANE SOCIETY Hamilton, OH | UNRESTRICTED GRANT | $18,808 |
| LEAGUE FOR ANIMAL WELFARE Batavia, OH | UNRESTRICTED GRANT | $18,808 |
| AMERICAN RED CROSS Washington, DC | UNRESTRICTED GRANT | $18,808 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,787,030 | $1,951,468 | $1,989,396 |
| Revenue | $123,190 | $229,040 | $196,595 |
| Expenses | $290,507 | $269,814 | $233,019 |
| Qualifying Distributions | $241,871 | $220,908 | $192,535 |
| Net Investment Income | $77,377 | $182,792 | $155,311 |
| Distributable Amount | $227,741 | $215,854 | $186,748 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
Leadership & Key People
Officers and directors from IRS filings
Carole C & Charles a Kehrer Charitable Trust's only listed officer is Raymond James Trust N A, Trustee on filings since 2019 (compensated).
Officers on the 2025 filing
Raymond James Trust N A
Trustee
On filings since 2019
1 hr/week
$47K (2019) → $61K (2025)
Former officers (1)
- Former: Raymond James (2023–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about Carole C & Charles a Kehrer Charitable Trust
How much does Carole C & Charles a Kehrer Charitable Trust give each year?
Carole C & Charles a Kehrer Charitable Trust gave $226K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $205K across 9 grants.
What is Carole C & Charles a Kehrer Charitable Trust's typical grant size?
Carole C & Charles a Kehrer Charitable Trust's median grant in 2025 was $18,808, and its average grant was $25,077, across 9 grants on its 2025 IRS Form 990-PF.
Where does Carole C & Charles a Kehrer Charitable Trust give grants?
Carole C & Charles a Kehrer Charitable Trust gives mostly in Ohio: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (17%) and District of Columbia (8%). The most frequent recipient cities were Cincinnati, OH (5 grants).
Does Carole C & Charles a Kehrer Charitable Trust give general operating support?
Yes: 100% of Carole C & Charles a Kehrer Charitable Trust's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Carole C & Charles a Kehrer Charitable Trust's largest grantees?
Carole C & Charles a Kehrer Charitable Trust's largest 2025 grantees include The Salvation Army ($37,616), Taft Museum of Art ($37,616) and Episcopal Society of Christ ($37,616), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Carole C & Charles a Kehrer Charitable Trust?
Carole C & Charles a Kehrer Charitable Trust reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $242K in qualifying distributions that year, against a required minimum of $228K (roughly 5% of its investment assets).
What is Carole C & Charles a Kehrer Charitable Trust?
Carole C & Charles a Kehrer Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in St Petersburg, FL. It holds $1.8M in total assets as of 2025.
What is Carole C & Charles a Kehrer Charitable Trust's EIN?
Carole C & Charles a Kehrer Charitable Trust's EIN (Employer Identification Number) is 27-6699145. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Carole C & Charles a Kehrer Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in Carole C & Charles a Kehrer Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Ge Aerospace Foundation
Norwalk, CT
The GE Aerospace Foundation supports engineering education, workforce development, military and veterans causes, and disaster relief in communities where GE Aerospace employees live and work around the world. Its 2024 grants ranged from $10 to nearly $6 million, with a median of $429; it does not accept unsolicited requests.
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
The Greater Cincinnati Foundation
Cincinnati, OH
The Greater Cincinnati Foundation supports education, affordable housing, arts and culture, community well-being, neighborhood development, and basic needs, with responsive grants focused on its eight-county Greater Cincinnati service area. Its 2024 grants had a median of $20,000, while specific opportunities range from small awards to grants of up to $450,000. It offers open RFP and LOI opportunities; the profile does not state whether it accepts unsolicited requests outside those opportunities.
Assets
$1.0B
Grants
1,408
Total Given
$184.4M
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce development, local economic development and recovery, disaster resilience, conservation, and economic opportunity in communities across North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. It reports more than $30 million in annual charitable grants; awards vary widely, with a 2024 median of $25,000, and applications of $20,000 or less are accepted on a rolling basis. Applicants should contact their local Foundation representative before applying.
Assets
$1.9M
Grants
41
Total Given
$25.6M
American Modern Foundation
Amelia, OH
The American Modern Foundation funds fundraising efforts for preselected charitable organizations, with 2025 grants ranging from $3,021 to $10,000 (median $4,750). Its listed 2025 grants all went to organizations in Ohio, and it does not accept unsolicited requests.
Assets
$8K
Grants
4
Total Given
$23K
Carol Ann and Ralph V Haile Jr
Cincinnati, OH
The foundation funds arts and culture, civic and community initiatives, education, and human services in a 10-county Greater Cincinnati area spanning Ohio, Kentucky, and Indiana. Its 2024 grants ranged from $5,000 to $1 million, with a median of $25,000. It accepts unsolicited requests through a rolling inquiry process.
Assets
$283.2M
Grants
167
Total Given
$11.8M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports education, environmental stewardship, disaster relief, hunger relief, health, arts, and community needs, with emphasis on organizations connected to Enterprise employees, their families, or established customers. It gives across communities where Enterprise operates; its 2024 median grant was $3,000, though grants ranged widely. Applications are accepted at any time, but the profile does not say whether unsolicited requests are accepted.
Assets
$594.3M
Grants
1
Total Given
$101.4M
John a Schroth Family Char Tr
Pittsburgh, PA
The trust supports organizations addressing homelessness, community services, health, poverty, food access, and wildlife and nature conservation, with most 2024 grant dollars going to Ohio and the rest to Kentucky. Its 2024 grants ranged from $3,000 to $100,000, with a median of $25,000. The filing does not state whether it accepts unsolicited requests.
Assets
$41.7M
Grants
58
Total Given
$2.0M
Aetna Foundation Inc
Hartford, CT
Aetna Foundation funded public health, contraceptive care, heart health, school nursing, children’s services, and mental health support, with 2021 grants ranging from $5,000 to $1 million and a median of $40,000. Its 2021 giving was concentrated in Washington, DC, Connecticut, Massachusetts, California, and Texas. The foundation says there are no restrictions on who may apply; applications use its forms and materials, and deadlines vary.
Assets
$16.6M
Grants
65
Total Given
$7.2M
Publix Super Markets Charities Inc
Lakeland, FL
Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.
Assets
$233.8M
Grants
3,269
Total Given
$52.5M
The Community Foundation for
Jacksonville, FL
The Community Foundation for Northeast Florida supports neighborhood strengthening, nonprofit capacity, education, aging adults, the arts, women and girls, young children, and early literacy, primarily in Baker, Clay, Duval, Nassau, St. Johns, and Putnam counties. Its 2024 median grant was $5,000; Program Support grants are available up to $25,000. It accepts applications for competitive grant programs, while donor-advised grants do not accept applications.
Assets
$708.7M
Grants
2,470
Total Given
$78.0M
The Miami Foundation Inc
Miami, FL
The Miami Foundation funds nonprofits working on Greater Miami community priorities, including youth and families, economic opportunity, arts, health, equity, and climate resilience. Its 2023 grants had a median award of $21,585, though amounts vary widely; its grantmaking is focused on Miami-Dade County.
Assets
$525.0M
Grants
879
Total Given
$57.2M
Community Foundation of Tampa Bay Inc
Tampa, FL
The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.
Assets
$1.0B
Grants
698
Total Given
$54.3M
More Funders in Florida
Carole C & Charles a Kehrer Charitable Trust down — hundreds of funders to go?