Helen L Occhi Trust Oag # 88-0548

Foundation · Grantmaker COLUMBUS, OH EIN: 31-1250483

Helen L Occhi Trust Oag # 88-0548 is a private foundation focused on Religion Related, based in COLUMBUS, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $78K in total assets. In 2025, it awarded 1 grants totaling $12K. Net investment income was $4K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$78K

-12.4% YoY

Annual Giving

$12K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

+0.0% YoY

Under IRS private-foundation payout rules, Helen L Occhi Trust Oag # 88-0548 reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.

About Helen L Occhi Trust Oag # 88-0548

Based on IRS filings

Focus Areas

Religion Related

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $60K (100%)

States

Virginia

Cities

Virginia Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$77,902	$88,937	$101,986
Revenue	$6,483	$4,332	$2,367
Expenses	$17,385	$17,369	$17,371
Qualifying Distributions	$15,310	$15,330	$15,360
Net Investment Income	$4,451	$2,215	$1,019
Distributable Amount	$4,294	$4,637	$5,110

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Christian Broadcasting Network ($12,000).

Recipient	Purpose	Amount
CHRISTIAN BROADCASTING NETWORK VIRGINIA BEACH, VA	GENERAL OPERATING	$12,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
HUNTINGTON NATIONAL BANK	TRUSTEE	1	$4,020

Subject Areas

Focus areas based on grantmaking activity

Religion Related

Frequently Asked Questions

What is Helen L Occhi Trust Oag # 88-0548?

Helen L Occhi Trust Oag # 88-0548 is a private foundation focused on Religion Related, based in COLUMBUS, OH. It holds $78K in total assets as of 2025.

How large is Helen L Occhi Trust Oag # 88-0548?

As of 2025, Helen L Occhi Trust Oag # 88-0548 holds $78K in total assets with $6K in annual revenue. It awarded 1 grants totaling $12K in 2025.

Where does Helen L Occhi Trust Oag # 88-0548 operate?

Helen L Occhi Trust Oag # 88-0548 has awarded grants in Virginia.

What size grants does Helen L Occhi Trust Oag # 88-0548 award?

In 2025, Helen L Occhi Trust Oag # 88-0548 awarded 1 grants totaling $12K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Helen L Occhi Trust Oag # 88-0548 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Helen L Occhi Trust Oag # 88-0548 reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen L Occhi Trust Oag # 88-0548's EIN?

Helen L Occhi Trust Oag # 88-0548's EIN (Employer Identification Number) is 31-1250483. IRS Form 990 filing data is available on this page for 2021–2025.