Giving Well Family Foundation

Private foundation · Grantmaker Carrollton, OH EIN: 46-1043908

Giving Well Family Foundation is a private foundation, based in Carrollton, OH. IRS filing data is available from 2019 through 2023. In 2023, it awarded 7 grants totaling $32K. Net investment income was $32.

Giving Well Family Foundation at a glance

In short: Giving Well Family Foundation gave $32K across 7 grants in 2023 (avg $5K), mostly in Ohio. Source: 2023 IRS Form 990-PF.

Annual giving (2023)
$32,268
-70.4% vs 2022
Grants made (2023)
7
-58.8% vs 2022
Average grant
$4,610
-28.1% vs 2022
Median grant
$2,500
Primary geography
Ohio (100% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

Data from IRS Form 990-PF, 2023; updated October 2026.

Who Giving Well Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2023

University of Mount Union: $15KUniversity of Mount Union$15KCarroll County Health Dept: $5K across 2 grantsCarroll County Health Dept$5K · 2 grantsKent State University: $5KKent State University$5KWestern Reserve Land Conservancy: $3KWestern Reserve LandConservancy$3KThe Haven of Portage County: $3KThe Haven of Portage County$3KWest Creek Conservancy: $2KWest Creek Conservancy$2K

The largest 2023 recipient was University of Mount Union ($15K). Together the top 6 received $32K.

Grant Size Distribution

87 grants across all recorded years

87<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 87 grants of 87 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2023 grant dollars across all 7 itemized grants.

Cities

RavennaCarrolltonDunedinHiramKalamazooMantuaKentRootstownTarpon SpringsAllianceClevelandMinervaMooreland HillsAtwaterClearwaterMalvernMoreland HillsNewtonParmaRoostwon

How Giving Well Family Foundation gives

  • Giving fell 72% from 2020 to 2023. Method
  • In 2023 it paid out well above 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

$0$50K$100K$150K25 grants2019 19 grants2020 19 grants2021 17 grants2022 7 grants2023

From 2019 to 2023, annual grant giving ranged from $32K (2023) to $116K (2020). In 2023 it made 7 grants totaling $32K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
University of Mount Union Alliance, OHFund Scholarships$15,000
Kent State University Kent, OHFund Operations$5,043
Carroll County Health Dept Carrollton, OHTo Fund Operations$5,000
Western Reserve Land Conservancy Mooreland Hills, OHYear End Donation$2,500
The Haven of Portage County Ravenna, OHFund Operations$2,500
West Creek Conservancy Parma, OHSupport Green Space Protection$2,000
Carroll County Health Dept Carrollton, OHBlankets & Stamps$225
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023—$21,468$33,093$32,2687$32,268$32$573
2022$11,678$74,304$109,935$109,00517$109,005$17$1,798
2021$36,336$139,112$107,173$105,20919$105,209$49$3,886
2020$6,449$37,779$117,304$115,97819—$216$3,985
2019$94,340$152,627$83,589$81,49225—$315$5,152

Under IRS private-foundation payout rules, Giving Well Family Foundation reported a distributable amount of $573 for 2023 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Giving Well Family Foundation is led by Gerald B. Graham, Director & Chair on every filing since 2019; none of the 5 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • Gerald B. Graham

    Director & Chair

    On filings since 2019

    No compensation reported

  • Barbara R. Graham

    Director

    On filings since 2019

    No compensation reported

  • Heather A. Ratliff

    Director

    On filings since 2019

    No compensation reported

  • Kelly A. Engelhart

    Director

    On filings since 2019

    No compensation reported

  • Patrick M. Graham

    Director

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2023. "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 Giving Well Family Foundation

How much does Giving Well Family Foundation give each year?

Giving Well Family Foundation gave $32K across 7 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $109K across 17 grants.

What is Giving Well Family Foundation's typical grant size?

Giving Well Family Foundation's median grant in 2023 was $2,500, and its average grant was $4,610, across 7 grants on its 2023 IRS Form 990-PF.

Where does Giving Well Family Foundation give grants?

Giving Well Family Foundation gives mostly in Ohio: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Carrollton, OH (2 grants).

Does Giving Well Family Foundation give general operating support?

Not in 2023: none of the 7 grants with a stated purpose on Giving Well Family Foundation's 2023 IRS Form 990-PF were described as general or operating support.

Who are Giving Well Family Foundation's largest grantees?

Giving Well Family Foundation's largest 2023 grantees include University of Mount Union ($15,000), Carroll County Health Dept ($5,225 across 2 grants) and Kent State University ($5,043), according to its 2023 IRS Form 990-PF. Together they received 78% of its itemized 2023 grant dollars.

How much is Giving Well Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Giving Well Family Foundation reported a distributable amount of $573 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Giving Well Family Foundation's EIN?

Giving Well Family Foundation's EIN (Employer Identification Number) is 46-1043908. IRS Form 990 filing data is available on this page for 2019–2023.

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

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS August 19, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 8, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 18, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 21, 2024)
  6. IRS filings on file for fiscal years 2019–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Giving Well Family Foundation'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.

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