Hatfield James T & Ellen Mem Tr

COLUMBUS, OH EIN: 61-6214902

Hatfield James T & Ellen Mem Tr is a private foundation, based in COLUMBUS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $806K in total assets. In 2024, it awarded 4 grants totaling $45K. Net investment income was $276K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$806K

+37.6% YoY

Annual Giving

$45K

+12.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

+12.1% YoY

Under IRS private-foundation payout rules, Hatfield James T & Ellen Mem Tr reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

About Hatfield James T & Ellen Mem Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $165K (75%)

Kentucky $55K (25%)

States

Kentucky Ohio

Cities

CincinnatiCovington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$806,075	$585,657	$481,222
Revenue	$283,883	$157,921	$28,353
Expenses	$63,618	$53,271	$63,731
Qualifying Distributions	$51,505	$46,121	$55,629
Net Investment Income	$275,662	$150,483	$20,943
Distributable Amount	$42,359	$39,887	$41,887

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Children's Home ($11,242), Cincinnati Museum Center ($11,242), Boysgirls Club ($11,242).

Recipient	Purpose	Amount
THE CHILDREN'S HOME COVINGTON, KY	PROVIDE FINANCIAL	$11,242
CINCINNATI MUSEUM CENTER CINCINNATI, OH	SUPPORT OF EDUCATIONAL	$11,242
BOYSGIRLS CLUB CINCINNATI, OH	FUND ACTIVITIES INVOLVING	$11,242
YMCA OF GREATER CINCINNATI CINCINNATI, OH	FUND ACTIVITIES TO IMPROVE	$11,242

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HUNTINGTON NATIONAL BANK	TRUSTEE	1	$13,217

Frequently Asked Questions

How large is Hatfield James T & Ellen Mem Tr?

As of 2024, Hatfield James T & Ellen Mem Tr holds $806K in total assets with $284K in annual revenue. It awarded 4 grants totaling $45K in 2024.

Where does Hatfield James T & Ellen Mem Tr operate?

Hatfield James T & Ellen Mem Tr has awarded grants in Kentucky, Ohio.

What size grants does Hatfield James T & Ellen Mem Tr award?

In 2024, Hatfield James T & Ellen Mem Tr awarded 4 grants totaling $45K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Hatfield James T & Ellen Mem Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hatfield James T & Ellen Mem Tr reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Hatfield James T & Ellen Mem Tr's EIN?

Hatfield James T & Ellen Mem Tr's EIN (Employer Identification Number) is 61-6214902. IRS Form 990 filing data is available on this page for 2020–2024.