CL & WR Yohe Charitable IUA Fifth Third
CL & WR Yohe Charitable IUA Fifth Third is a private foundation focused on Education, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $759K in total assets. In 2025, it awarded 1 grant totaling $54K. Net investment income was $38K.
CL & WR Yohe Charitable IUA Fifth Third at a glance
In short: CL & WR Yohe Charitable IUA Fifth Third gave $54K across 1 grant in 2025 (avg $54K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $54,200
- +20.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $54,200
- +20.4% vs 2024
- Median grant
- $54,200
- Total assets
- $758,727
- -2.8% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who CL & WR Yohe Charitable IUA Fifth Third funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Southeastern Community College Fdtn ($54K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How CL & WR Yohe Charitable IUA Fifth Third gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $45K (2023) to $75K (2021). In 2025 it made 1 grant totaling $54K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southeastern Community College Fdtn West Burlington, IA | Annual Fund | $54,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $758,727 | $53,799 | $75,416 | $54,200 | 1 | $58,576 | $37,501 | $60,565 |
| 2024 | $780,349 | $42,388 | $63,892 | $45,000 | 1 | $48,293 | $27,155 | $56,781 |
| 2023 | $801,865 | $29,465 | $61,138 | $45,000 | 1 | $47,914 | $15,396 | $50,072 |
| 2022 | $833,550 | $13,756 | $79,788 | $65,000 | 1 | $67,388 | $4,522 | $52,305 |
| 2021 | $899,694 | $89,885 | $96,017 | $75,000 | 1 | $75,588 | $69,877 | $61,012 |
| 2020 | $905,820 | $37,982 | $69,401 | $55,000 | 1 | — | $23,756 | $50,441 |
Under IRS private-foundation payout rules, CL & WR Yohe Charitable IUA Fifth Third reported a distributable amount of $61K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
CL & WR Yohe Charitable IUA Fifth Third's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
David Yohe
Co-Trustee
On filings since 2020
1 hr/week
$4K (2020) → $0 (2025)
Fifth Third Bank
Co-Trustee
On filings since 2020
1 hr/week
$7K (2020) → $19K (2025)
Jennifer Yohe
Co-Trustee
On filings since 2020
1 hr/week
$4K (2020) → $0 (2025)
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $19K, to Fifth Third Bank (Co-Trustee).
Frequently asked questions about CL & WR Yohe Charitable IUA Fifth Third
How much does CL & WR Yohe Charitable IUA Fifth Third give each year?
CL & WR Yohe Charitable IUA Fifth Third gave $54K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 1 grant.
How large is CL & WR Yohe Charitable IUA Fifth Third?
CL & WR Yohe Charitable IUA Fifth Third reported $759K in total assets on its 2025 IRS Form 990-PF. It paid out $59K in qualifying distributions that year, against a required minimum of $61K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is CL & WR Yohe Charitable IUA Fifth Third?
CL & WR Yohe Charitable IUA Fifth Third is a private foundation focused on Education, based in Cincinnati, OH. It holds $759K in total assets as of 2025.
Where does CL & WR Yohe Charitable IUA Fifth Third operate?
CL & WR Yohe Charitable IUA Fifth Third has awarded grants in Iowa.
What is CL & WR Yohe Charitable IUA Fifth Third's EIN?
CL & WR Yohe Charitable IUA Fifth Third's EIN (Employer Identification Number) is 65-6085500. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 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 April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 21, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
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