Donald J Foss Memorial Employees Trust

WOOSTER, OH EIN: 34-6517801

Donald J Foss Memorial Employees Trust is a private foundation, based in WOOSTER, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 2 grants totaling $482K. Net investment income was $411K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.2M

-2.8% YoY

Annual Giving

$482K

+0.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$241K

+0.4% YoY

Under IRS private-foundation payout rules, Donald J Foss Memorial Employees Trust reported a distributable amount of $548K for 2025 — the minimum it must pay out in qualifying distributions.

About Donald J Foss Memorial Employees Trust

Based on IRS filings

Ready to take the next step with Donald J Foss Memorial Employees Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $2.4M (100%)

States

Ohio

Cities

UniontownWooster

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$2,160,090	$2,223,157	$2,306,209
Revenue	$419,227	$397,213	$360,561
Expenses	$482,294	$480,265	$535,510
Qualifying Distributions	$482,094	$480,065	$510,310
Net Investment Income	$411,223	$397,173	$361,422
Distributable Amount	$548,079	$542,348	$544,218

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

13 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include See Attached Schedule ($382,094), United Way of Wayne and Holmes Coun ($100,000).

Recipient	Purpose	Amount
SEE ATTACHED SCHEDULE WOOSTER, OH	TO PROVIDE AID TO THE EMPLOYEES OF THE WOOSTER BRUSH CO. (EXCLUDING OFFICERS AND DIRECTORS) OR MEMBERS OF THEIR IMMEDIATE FAMILIES IN TIME OF SICKNESS, DEATH OR UNFORTUNATE CIRCUMSTANCES.	$382,094
UNITED WAY OF WAYNE AND HOLMES COUN WOOSTER, OH	TO PROVIDE FUNDS TO FURTHER THE INTERESTS OF THE CHARITABLE ORGANIZATION.	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WILLIAM FAGERT	FINANCIAL TRUSTEE	1	—
JON R ROSE	TRUSTEE	1	—
BENJAMIN R MAIBACH	TRUSTEE	1	—

Frequently Asked Questions

How large is Donald J Foss Memorial Employees Trust?

As of 2025, Donald J Foss Memorial Employees Trust holds $2.2M in total assets with $419K in annual revenue. It awarded 2 grants totaling $482K in 2025.

Where does Donald J Foss Memorial Employees Trust operate?

Donald J Foss Memorial Employees Trust has awarded grants in Ohio.

What size grants does Donald J Foss Memorial Employees Trust award?

In 2025, Donald J Foss Memorial Employees Trust awarded 2 grants totaling $482K — an average of about $241K per grant, based on its IRS Form 990 filings.

How much is Donald J Foss Memorial Employees Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Donald J Foss Memorial Employees Trust reported a distributable amount of $548K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Donald J Foss Memorial Employees Trust's EIN?

Donald J Foss Memorial Employees Trust's EIN (Employer Identification Number) is 34-6517801. IRS Form 990 filing data is available on this page for 2021–2025.