Cr& Rw Fondersmith Charitable Tr Irr

HAMILTON, OH EIN: 31-6265830

Cr& Rw Fondersmith Charitable Tr Irr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HAMILTON, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 4 grants totaling $133K. Net investment income was $207K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.7M

+2.1% YoY

Annual Giving

$133K

-8.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$33K

-8.4% YoY

Under IRS private-foundation payout rules, Cr& Rw Fondersmith Charitable Tr Irr reported a distributable amount of $155K for 2024 — the minimum it must pay out in qualifying distributions.

About Cr& Rw Fondersmith Charitable Tr Irr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $654K (90%)

New York $73K (10%)

States

New York Ohio

Cities

MiddletownTroy

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,694,606	$2,638,508	$2,663,260
Revenue	$231,084	$159,232	$-24,589
Expenses	$174,569	$183,983	$207,660
Qualifying Distributions	$149,519	$160,986	$177,508
Net Investment Income	$207,169	$136,235	$67,719
Distributable Amount	$154,977	$148,872	$161,590

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Presbyterian Church ($59,760), Ymca of Middletown ($33,200), Middletown Community Foundation ($26,560).

Recipient	Purpose	Amount
RENSSELEAR POLYTECHNIC INSTITUTE TROY, NY	501(C)(3) GENERAL OPERATING	$13,280
YMCA OF MIDDLETOWN MIDDLETOWN, OH	501(C)(3) GENERAL OPERATING	$33,200
FIRST PRESBYTERIAN CHURCH MIDDLETOWN, OH	501(C)(3) GENERAL OPERATING	$59,760
MIDDLETOWN COMMUNITY FOUNDATION MIDDLETOWN, OH	501(C)(3) GENERAL OPERATING	$26,560

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Cr& Rw Fondersmith Charitable Tr Irr?

Cr& Rw Fondersmith Charitable Tr Irr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HAMILTON, OH. It holds $2.7M in total assets as of 2024.

How large is Cr& Rw Fondersmith Charitable Tr Irr?

As of 2024, Cr& Rw Fondersmith Charitable Tr Irr holds $2.7M in total assets with $231K in annual revenue. It awarded 4 grants totaling $133K in 2024.

Where does Cr& Rw Fondersmith Charitable Tr Irr operate?

Cr& Rw Fondersmith Charitable Tr Irr has awarded grants in New York, Ohio.

What size grants does Cr& Rw Fondersmith Charitable Tr Irr award?

In 2024, Cr& Rw Fondersmith Charitable Tr Irr awarded 4 grants totaling $133K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is Cr& Rw Fondersmith Charitable Tr Irr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Cr& Rw Fondersmith Charitable Tr Irr reported a distributable amount of $155K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Cr& Rw Fondersmith Charitable Tr Irr's EIN?

Cr& Rw Fondersmith Charitable Tr Irr's EIN (Employer Identification Number) is 31-6265830. IRS Form 990 filing data is available on this page for 2019–2024.