Carrie O Brothers Trust Tr Ua

COLUMBUS, OH EIN: 34-6867305

Carrie O Brothers Trust Tr Ua is a private foundation, based in COLUMBUS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $59K in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$59K

-1.4% YoY

Annual Giving

$3K

-8.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-8.1% YoY

Under IRS private-foundation payout rules, Carrie O Brothers Trust Tr Ua reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About Carrie O Brothers Trust Tr Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $17K (100%)

States

Ohio

Cities

Cabot

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$59,090	$59,921	$63,625
Revenue	$4,386	$1,616	$3,012
Expenses	$5,250	$5,562	$6,577
Qualifying Distributions	$4,981	$5,231	$5,929
Net Investment Income	$4,114	$1,360	$2,707
Distributable Amount	$2,983	$2,864	$3,109

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Concordia of Ohio ($2,928).

Recipient	Purpose	Amount
CONCORDIA OF OHIO CABOT, OH	GENERAL OPERATING	$2,928

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HUNTINGTON NATIONAL BANK	TRUSTEE	1	$506

Frequently Asked Questions

How large is Carrie O Brothers Trust Tr Ua?

As of 2024, Carrie O Brothers Trust Tr Ua holds $59K in total assets with $4K in annual revenue. It awarded 1 grants totaling $3K in 2024.

Where does Carrie O Brothers Trust Tr Ua operate?

Carrie O Brothers Trust Tr Ua has awarded grants in Ohio.

What size grants does Carrie O Brothers Trust Tr Ua award?

In 2024, Carrie O Brothers Trust Tr Ua awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Carrie O Brothers Trust Tr Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carrie O Brothers Trust Tr Ua reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.