Geraldine Tase Charitable Tr
Geraldine Tase Charitable Tr is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $617K in total assets. In 2025, it awarded 7 grants totaling $34K. Net investment income was $70K.
Geraldine Tase Charitable Tr at a glance
In short: Geraldine Tase Charitable Tr gave $34K across 7 grants in 2025 (avg $5K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $33,600
- +86.8% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $4,800
- +86.8% vs 2024
- Median grant
- $4,800
- Total assets
- $616,557
- +5.6% vs 2024
- Primary geography
- Michigan (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 Geraldine Tase Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Saint Gregory's Abbey ($5K). Together the top 7 received $34K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Geraldine Tase Charitable Tr gives
- Giving grew 60% from 2022 to 2025. Method
- In 2025 it paid out 107% 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 $18K (2024) to $60K (2019). In 2025 it made 7 grants totaling $34K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Saint Gregory's Abbey Three Rivers, MI | Annual Fund | $4,800 |
| Western Michigan University Foundation Kalamazoo, MI | Annual Fund | $4,800 |
| Carnegie Center Council for the Arts Three Rivers, MI | Annual Fund | $4,800 |
| Sturgis Area Community Fdn Sturgis, MI | Annual Fund | $4,800 |
| Three Rivers Community Schools Three Rivers, MI | Annual Fund | $4,800 |
| Three Rivers Public Library Three Rivers, MI | Annual Fund | $4,800 |
| Trinity Episcopal Church Three Rivers, MI | Annual Fund | $4,800 |
Ready to take the next step with Geraldine Tase Charitable Tr?
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 | $616,557 | $79,710 | $47,236 | $33,600 | 7 | $36,715 | $70,321 | $34,323 |
| 2024 | $584,123 | $63,591 | $30,453 | $17,990 | 7 | $20,248 | $53,975 | $32,383 |
| 2023 | $550,943 | $33,049 | $29,850 | $19,005 | 7 | $21,081 | $23,791 | $29,478 |
| 2022 | $548,312 | $9,618 | $32,667 | $21,000 | 7 | $22,983 | $2,516 | $30,624 |
| 2021 | $570,948 | $52,160 | $35,301 | $24,003 | 7 | $24,503 | $40,191 | $33,168 |
| 2020 | $553,991 | $17,111 | $40,895 | $28,000 | 7 | — | $7,731 | $28,841 |
| 2019 | $578,005 | $188,883 | $70,300 | $59,983 | 7 | — | $179,141 | $23,635 |
Under IRS private-foundation payout rules, Geraldine Tase Charitable Tr reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Geraldine Tase Charitable Tr'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
$9K (2020) → $11K (2025)
Former officers (1)
- Former: Fifth Third Bank (2019) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Geraldine Tase Charitable Tr
How much does Geraldine Tase Charitable Tr give each year?
Geraldine Tase Charitable Tr gave $34K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 7 grants.
What is Geraldine Tase Charitable Tr's typical grant size?
Geraldine Tase Charitable Tr's median grant in 2025 was $4,800, and its average grant was $4,800, across 7 grants on its 2025 IRS Form 990-PF.
Where does Geraldine Tase Charitable Tr give grants?
Geraldine Tase Charitable Tr gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Three Rivers, MI (5 grants).
Does Geraldine Tase Charitable Tr give general operating support?
Yes: 100% of Geraldine Tase Charitable Tr's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Geraldine Tase Charitable Tr's largest grantees?
Geraldine Tase Charitable Tr's largest 2025 grantees include Saint Gregory's Abbey ($4,800), Western Michigan University Foundation ($4,800) and Carnegie Center Council for the Arts ($4,800), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Geraldine Tase Charitable Tr?
Geraldine Tase Charitable Tr reported $617K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
What is Geraldine Tase Charitable Tr's EIN?
Geraldine Tase Charitable Tr's EIN (Employer Identification Number) is 80-6190455. 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 2022 (received by the IRS May 8, 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)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
Other open foundation grants in Ohio
Ohio Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Geraldine Tase Charitable Tr's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Barnabas Foundation Inc
Tariffville, CT
The Barnabas Foundation funds charitable organizations, with recent grants supporting religious and educational activities, medical care, and related community services. In 2025, it made 49 grants of $15 to $4,500 (median $55), primarily in Connecticut. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$264K
Grants
49
Total Given
$19K
Mary Nietzel Trust
Muscatine, IA
Net income from this trust shall be paid quarterly to trinity episcopal church in muscatine Iowa for the general purpose of the church.
Assets
$866K
Grants
1
Total Given
$28K
Helen Davis Davenport Tr
Pittsburgh, PA
Assets
$524K
Grants
1
Total Given
$29K
H Malcolm Macdonald Char Tr
Pennington, NJ
Distribute income of trust to charities designated under mr. H. Malcolm macdonald's will.
Assets
$16.4M
Grants
3
Total Given
$527K
Knights of Columbus Foundation of Oklahoma
Okarche, OK
Provides operating funds for the center of family love, a non-profit organization which operates a residential facility for mentally retarded adults and makes contributions to other catholic organizations
Assets
$1.3M
Grants
4
Total Given
$80K
The Giddens Foundation
Edmond, OK
Assets
$171K
Grants
4
Total Given
$30K
More similar funders
More Funders in Ohio
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Geraldine Tase Charitable Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Geraldine Tase Charitable Tr down — hundreds of funders to go?