J Frederick & Helen B Vogel Trust
J Frederick & Helen B Vogel Trust is a private foundation based in Cincinnati, Ohio. Its 2025 filing lists 28 grants totaling $108,000 to organizations, with most grant dollars going to Ohio recipients and the remainder to Kentucky.
Key facts about J Frederick & Helen B Vogel Trust
In short: J Frederick & Helen B Vogel Trust gave $108K across 28 grants in 2025 (avg $4K), mostly in Ohio. 36% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 31-1484185
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $108,000
- Grants made (2025)
- 28
- Average grant
- $3,857
- Median grant
- $2,750
- New grantees (estimate)
- 36% first-time grantees (10 of 28, 2025)
- Total assets
- $2,432,178
- Primary geography
- Ohio (93% of itemized 2025 grant dollars)
- How to apply
- The 2025 filing lists a letter to William H. Full details ↓
- Deadline
- October 31, as listed on the 2025 filing; this deadline has passed.
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.4M
+4.0% YoY
Annual Giving
$108K
-16.9% YoY
Grant Count
28
-9.7% YoY
Avg Grant Size
$4K
-8.0% YoY
Under IRS private-foundation payout rules, J Frederick & Helen B Vogel Trust reported a distributable amount of $139K for 2025 — the minimum it must pay out in qualifying distributions.
Is J Frederick & Helen B Vogel Trust open to new grantees?
36%
first-time grantees, 2025
In 2025, 10 of 28 grantees (36%) were first-time recipients. First grants averaged $4K; repeat grants $4K. How we count
Medians: $3K first-time, $3K repeat.
- 61% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The filing does not state a separate mission for the trust. Its 2025 grants include organizations whose own missions cover a range of activities. For example, Ohio Valley Voices says it teaches children who are deaf or hard of hearing to listen and speak and advocates for their families. Cincinnati Museum Center says it offers learning experiences about science and regional history, while Taft Museum of Art says it connects people with great art. Cardinal Land Conservancy describes its work as preserving natural lands and significant habitats.
Other 2025 grantees include Melanoma Know More, which says it works to reduce the impact of melanoma through awareness, education, research support, and assistance to people affected by the disease; Cancer Family Care, which says it supports children, adults, and families coping with cancer; and Bethany House Services, which says it helps homeless and at-risk families achieve housing stability and self-sufficiency.
Grantmaking
In filing year 2025, the trust reported 28 grants totaling $108,000. Grants ranged from $2,000 to $10,000, with a median of $2,750. Its largest listed grant was $10,000 to Cincinnati Association for the Blind. Other notable grants included $7,500 to Ohio Valley Voices and $5,000 each to Cardinal Land Conservancy, Cincinnati Museum Center, Cincinnati Nature Center, Cincinnati Soccer Club, Cincinnati Street Soccer, First Tee, Hearing Speech & Deaf Center, Melanoma Know More, Serenity Recovery Network, and Taft Museum of Art.
Review Cycle
October 31, as listed on the 2025 filing; this deadline has passed.
How to Apply
The 2025 filing lists a letter to William H. Fry as the application method and states that the trust does not restrict giving to preselected organizations. The filing lists no restrictions on awards.
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Geographic Focus
Where this funder awards grants
The 2025 filing reports that 93% of grant dollars went to Ohio recipients and 7% to Kentucky recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 28 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $61K (2023) to $130K (2024). In 2025 it made 28 grants totaling $108K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Cincinnati Association for Blind ($10K). Together the top 10 received $58K.
Grant Size Distribution
127 grants across all recorded years
The most common grant size was under $50K: 127 grants of 127 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cincinnati Association for Blind Cincinnati, OH | Promote Charitable Purpose | $10,000 |
| Ohio Valley Voices Loveland, OH | Promote Charitable Purpose | $7,500 |
| Cardinal Land Conservancy Loveland, OH | Promote Charitable Purpose | $5,000 |
| Cincinnati Museum Center Cincinnati, OH | Promote Charitable Purpose | $5,000 |
| Cincinnati Nature Center Milford, OH | Promote Charitable Purpose | $5,000 |
| Cincinnati Soccer Club Cincinnati, OH | Promote Charitable Purpose | $5,000 |
| Cincinnati Street Soccer Hebron, KY | Promote Charitable Purpose | $5,000 |
| First Tee Cincinnati, OH | Promote Charitable Purpose | $5,000 |
| Hearing Speech & Deaf Center Cincinnati, OH | Promote Charitable Purpose | $5,000 |
| Melanoma Know More Cincinnati, OH | Promote Charitable Purpose | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $2,432,178 | $273,269 | $179,401 | $108,000 (28 grants) |
| 2024 | $2,339,754 | $446,172 | $193,286 | $130,000 (31 grants) |
| 2023 | $2,085,375 | −$24,807 | $115,127 | $60,600 (20 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,432,178 | $2,339,754 | $2,085,375 |
| Revenue | $273,269 | $446,172 | $-24,807 |
| Expenses | $179,401 | $193,286 | $115,127 |
| Qualifying Distributions | $133,321 | $148,466 | $76,781 |
| Net Investment Income | $227,189 | $401,352 | $8,749 |
| Distributable Amount | $138,525 | $128,878 | $112,459 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 23, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
William H. Fry is listed as trustee on the 2025 filing.
J Frederick & Helen B Vogel Trust is led by William H. Fry, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
William H. Fry
Trustee
On filings since 2019
1.5 hrs/week
$28K (2019) → $35K (2025)
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 $35K, to William H Fry (Trustee).
Contact
Application contact: William H Fry
Mailing address: 600 Vine Street Suite 2650, Cincinnati, OH 45202
Phone: (513) 381-9200
Frequently asked questions about J Frederick & Helen B Vogel Trust
How much does J Frederick & Helen B Vogel Trust give each year?
J Frederick & Helen B Vogel Trust gave $108K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $130K across 31 grants.
What is J Frederick & Helen B Vogel Trust's typical grant size?
J Frederick & Helen B Vogel Trust's median grant in 2025 was $2,750, and its average grant was $3,857, across 28 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from J Frederick & Helen B Vogel Trust that year got $4K on average.
Where does J Frederick & Helen B Vogel Trust give grants?
J Frederick & Helen B Vogel Trust gives mostly in Ohio: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Kentucky (7%). The most frequent recipient cities were Cincinnati, OH (20 grants), Milford, OH (3 grants) and Loveland, OH (2 grants).
Who are J Frederick & Helen B Vogel Trust's largest grantees?
J Frederick & Helen B Vogel Trust's largest 2025 grantees include Cincinnati Association for Blind ($10,000), Ohio Valley Voices ($7,500) and Cardinal Land Conservancy ($5,000), according to its 2025 IRS Form 990-PF. Together they received 21% of its itemized 2025 grant dollars.
How large is J Frederick & Helen B Vogel Trust?
J Frederick & Helen B Vogel Trust reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $133K in qualifying distributions that year, against a required minimum of $139K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does J Frederick & Helen B Vogel Trust fund?
The filing does not state a separate mission for the trust. Its 2025 grants include organizations whose own missions cover a range of activities. For example, Ohio Valley Voices says it teaches children who are deaf or hard of hearing to listen and speak and advocates for their families. See mission & focus areas ↑
How do I apply for a grant from J Frederick & Helen B Vogel Trust?
The 2025 filing lists a letter to William H. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is J Frederick & Helen B Vogel Trust's EIN?
J Frederick & Helen B Vogel Trust's EIN (Employer Identification Number) is 31-1484185. 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. Research dossier generated September 2026.
Here's the math on researching J Frederick & Helen B Vogel Trust by hand.
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