Financial Education Charitable Foundation Inc
Financial Education Charitable Foundation Inc is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $692K in total assets. In 2025, it awarded 4 grants totaling $20K. Net investment income was $36K.
Financial Education Charitable Foundation Inc at a glance
In short: Financial Education Charitable Foundation Inc gave $20K across 4 grants in 2025 (avg $5K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $19,947
- -5.0% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $4,987
- -5.0% vs 2024
- Median grant
- $3,974
- Total assets
- $691,620
- +7.3% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Financial Education Charitable Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Edwards Initiative ($10K). Together the top 4 received $20K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 23 grants of 23 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Financial Education Charitable Foundation Inc gives
- Giving fell 27% from 2022 to 2025. Method
- In 2025 it paid out 126% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $20K (2025) to $38K (2023). In 2025 it made 4 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Edwards Initiative Cincinnati, OH | Financial Education Classes - Live Events | $10,000 |
| Seton High School Cincinnati, OH | Personal Finance Cirriculum | $4,348 |
| Elder High School Cincinnati, OH | Personal Finance Cirriculum | $3,599 |
| Ursuline Academy Cincinnati, OH | Personal Finance Cirriculum | $2,000 |
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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 | $691,620 | $36,921 | $42,770 | $19,947 | 4 | $39,721 | $35,921 | $31,424 |
| 2024 | $644,606 | $30,646 | $26,119 | $20,996 | 4 | $25,781 | $30,646 | $31,353 |
| 2023 | $641,203 | $24,299 | $43,492 | $38,201 | 7 | $42,046 | $24,299 | $32,332 |
| 2022 | $733,362 | $10,752 | $30,228 | $27,405 | 5 | $29,929 | $10,752 | $36,582 |
| 2021 | $727,943 | $21,546 | $31,897 | $29,397 | 3 | $31,897 | $21,546 | $35,830 |
| 2020 | $682,319 | $6,047 | $24,351 | $22,037 | 3 | — | $6,047 | $33,445 |
| 2019 | $674,623 | $121 | $28,689 | $25,000 | 3 | — | — | $34,386 |
Under IRS private-foundation payout rules, Financial Education Charitable Foundation Inc reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Financial Education Charitable Foundation Inc is led by Steven J Dulle, President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Steven J Dulle
President
On filings since 2019
1 hr/week
No compensation reported
Gary J Koester
Director
On filings since 2019
1 hr/week
No compensation reported
John R Weil
Secretary
On filings since 2019
1 hr/week
No compensation reported
Patricia L Walter
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Financial Education Charitable Foundation Inc
How much does Financial Education Charitable Foundation Inc give each year?
Financial Education Charitable Foundation Inc gave $20K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 4 grants.
What is Financial Education Charitable Foundation Inc's typical grant size?
Financial Education Charitable Foundation Inc's median grant in 2025 was $3,974, and its average grant was $4,987, across 4 grants on its 2025 IRS Form 990-PF.
Where does Financial Education Charitable Foundation Inc give grants?
Financial Education Charitable Foundation Inc gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cincinnati, OH (4 grants).
Does Financial Education Charitable Foundation Inc give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Financial Education Charitable Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Personal Finance Cirriculum" (3 grants).
How large is Financial Education Charitable Foundation Inc?
Financial Education Charitable Foundation Inc reported $692K in total assets on its 2025 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What is Financial Education Charitable Foundation Inc's EIN?
Financial Education Charitable Foundation Inc's EIN (Employer Identification Number) is 82-2298018. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
Live grants for the work Financial Education Charitable Foundation Inc funds
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