Daisy Patt Charitable Trust

Private foundation · Grantmaker Cincinnati, OH EIN: 36-4439824

Daisy Patt Charitable Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $552K in total assets. In 2025, it awarded 3 grants totaling $26K. Net investment income was $61K.

Key facts about Daisy Patt Charitable Trust

In short: Daisy Patt Charitable Trust gave $26K across 3 grants in 2025 (avg $9K), mostly in Illinois. Source: 2025 IRS Form 990-PF.

EIN
36-4439824
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$26,145
Grants made (2025)
3
Average grant
$8,715
Median grant
$8,715
Total assets
$552,463
Primary geography
Illinois (67% 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

$552K

+12.0% YoY

Annual Giving

$26K

+12.5% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$9K

+12.5% YoY

Under IRS private-foundation payout rules, Daisy Patt Charitable Trust reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.

How Daisy Patt Charitable Trust gives

  • Giving fell 27% from 2022 to 2025. 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 3 itemized 2025 grant dollars.

Cities

ChicagoLibertyvillePhiladelphia

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K3 grants20203 grants20213 grants20223 grants20233 grants20243 grants2025

From 2020 to 2025, annual grant giving ranged from $23K (2024) to $36K (2022). In 2025 it made 3 grants totaling $26K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

American Bible Society: $9KAmerican Bible Society$9KAnti-Cruelty Society: $9KAnti-Cruelty Society$9KLambs Farm Inc: $9KLambs Farm Inc$9K

The largest 2025 recipient was American Bible Society ($9K). Together the top 3 received $26K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Bible Society Philadelphia, PAGeneral Operating Support$8,715
Anti-Cruelty Society Chicago, ILGeneral Operating Support$8,715
Lambs Farm Inc Libertyville, ILGeneral Operating Support$8,715

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K202020212022202320242025
Metric202520242023
Total Assets$552,463$493,129$487,751
Revenue$96,217$38,396$21,059
Expenses$36,826$33,076$32,753
Qualifying Distributions$28,955$25,178$25,781
Net Investment Income$61,441$30,773$12,329
Distributable Amount$27,304$26,316$23,948

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 21, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS August 12, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Daisy Patt Charitable Trust's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Fifth Third Bank N A

    Trustee

    On filings since 2020

    1 hr/week

    $7K (2020) → $8K (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

Fifth Third Bank N a — Trustee: $8KFifth Third Bank N aTrustee$8K

The highest reported compensation on the 2025 filing was $8K, to Fifth Third Bank N a (Trustee).

Frequently asked questions about Daisy Patt Charitable Trust

How much does Daisy Patt Charitable Trust give each year?

Daisy Patt Charitable Trust gave $26K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 3 grants.

What is Daisy Patt Charitable Trust's typical grant size?

Daisy Patt Charitable Trust's median grant in 2025 was $8,715, and its average grant was $8,715, across 3 grants on its 2025 IRS Form 990-PF.

Where does Daisy Patt Charitable Trust give grants?

Daisy Patt Charitable Trust gives mostly in Illinois: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Pennsylvania (33%).

Does Daisy Patt Charitable Trust give general operating support?

Yes: 100% of Daisy Patt Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Daisy Patt Charitable Trust?

Daisy Patt Charitable Trust reported $552K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).

What is Daisy Patt Charitable Trust's EIN?

Daisy Patt Charitable Trust's EIN (Employer Identification Number) is 36-4439824. 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.

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