Charles B Plate Trust
Charles B Plate Trust is a private foundation, based in COLUMBUS, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 3 grants totaling $117K. Net investment income was $236K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+7.4% YoY
Annual Giving
$117K
-0.6% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$39K
-0.6% YoY
Under IRS private-foundation payout rules, Charles B Plate Trust reported a distributable amount of $122K for 2024 — the minimum it must pay out in qualifying distributions.
About Charles B Plate Trust
Based on IRS filings
Charles B Plate Trust is a private foundation, based in COLUMBUS, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 3 grants totaling $117K. Net investment income was $236K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,425,135 | $1,327,025 | $1,147,341 |
| Revenue | $245,932 | $318,594 | $58,123 |
| Expenses | $147,290 | $139,523 | $152,451 |
| Qualifying Distributions | $129,297 | $129,996 | $140,038 |
| Net Investment Income | $235,830 | $308,683 | $48,336 |
| Distributable Amount | $121,911 | $111,661 | $117,369 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ymca ($70,347), Umch Family Services ($23,449), Trinity United Methodist Church ($23,449).
| Recipient | Purpose | Amount |
|---|---|---|
| UMCH FAMILY SERVICES COLUMBUS, OH | GENERAL OPERATING | $23,449 |
| TRINITY UNITED METHODIST CHURCH LIMA, OH | GENERAL OPERATING | $23,449 |
| YMCA WASHINGTON, DC | GENERAL OPERATING | $70,347 |
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 | $20,166 |
Frequently Asked Questions
How large is Charles B Plate Trust?
As of 2024, Charles B Plate Trust holds $1.4M in total assets with $246K in annual revenue. It awarded 3 grants totaling $117K in 2024.
Where does Charles B Plate Trust operate?
Charles B Plate Trust has awarded grants in District of Columbia, Ohio, Pennsylvania.
What size grants does Charles B Plate Trust award?
In 2024, Charles B Plate Trust awarded 3 grants totaling $117K — an average of about $39K per grant, based on its IRS Form 990 filings.
How much is Charles B Plate Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles B Plate Trust reported a distributable amount of $122K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles B Plate Trust's EIN?
Charles B Plate Trust's EIN (Employer Identification Number) is 34-6502265. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Charles B Plate Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.