Geraldine Tase Charitable Tr

CINCINNATI, OH EIN: 80-6190455

Geraldine Tase Charitable Tr is a private foundation, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $584K in total assets. In 2024, it awarded 7 grants totaling $18K. Net investment income was $54K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$584K

+6.0% YoY

Annual Giving

$18K

-5.3% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$3K

-5.3% YoY

Under IRS private-foundation payout rules, Geraldine Tase Charitable Tr reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.

About Geraldine Tase Charitable Tr

Based on IRS filings

Geraldine Tase Charitable Tr is a private foundation, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $584K in total assets. In 2024, it awarded 7 grants totaling $18K. Net investment income was $54K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

KalamazooThree Rivers

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$17K$35K$52K$70K20202021202220232024
Metric202420232022
Total Assets$584,123$550,943$548,312
Revenue$63,591$33,049$9,618
Expenses$30,453$29,850$32,667
Qualifying Distributions$20,248$21,081$22,983
Net Investment Income$53,975$23,791$2,516
Distributable Amount$32,383$29,478$30,624

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$21K$28K7 grants20207 grants20217 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

SAINT GREGORY'S ABBEY$3KTHREE RIVERS AREA COMMUN…$3KWESTERN MICHIGAN UNIVERS…$3KCARNEGIE CENTER COUNCIL …$3KTHREE RIVERS COMMUNITY S…$3KTHREE RIVERS PUBLIC LIBR…$3KTRINITY EPISCOPAL CHURCH$3K

Grant Size Distribution

35 grants across all recorded years

35<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Saint Gregory's Abbey ($2,570), Three Rivers Area Community Foundation ($2,570), Western Michigan University Foundation ($2,570).

RecipientPurposeAmount
SAINT GREGORY'S ABBEY THREE RIVERS, MIANNUAL FUND$2,570
THREE RIVERS AREA COMMUNITY FOUNDATION THREE RIVERS, MIANNUAL FUND$2,570
WESTERN MICHIGAN UNIVERSITY FOUNDATION KALAMAZOO, MIANNUAL FUND$2,570
CARNEGIE CENTER COUNCIL FOR THE ARTS THREE RIVERS, MIANNUAL FUND$2,570
THREE RIVERS COMMUNITY SCHOOLS THREE RIVERS, MIANNUAL FUND$2,570
THREE RIVERS PUBLIC LIBRARY THREE RIVERS, MIANNUAL FUND$2,570
TRINITY EPISCOPAL CHURCH THREE RIVERS, MIANNUAL FUND$2,570

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

FIFTH THIRD BANK N ATRUSTEE$10K

From 2024 filing

NameTitleHoursCompensation
FIFTH THIRD BANK N ATRUSTEE1$10,152

Frequently Asked Questions

How large is Geraldine Tase Charitable Tr?

As of 2024, Geraldine Tase Charitable Tr holds $584K in total assets with $64K in annual revenue. It awarded 7 grants totaling $18K in 2024.

Where does Geraldine Tase Charitable Tr operate?

Geraldine Tase Charitable Tr has awarded grants in Michigan.

What size grants does Geraldine Tase Charitable Tr award?

In 2024, Geraldine Tase Charitable Tr awarded 7 grants totaling $18K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Geraldine Tase Charitable Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Geraldine Tase Charitable Tr reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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