J Frederick & Helen B Vogel Trust
J Frederick & Helen B Vogel Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 31 grants totaling $130K. Net investment income was $401K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
+12.2% YoY
Annual Giving
$130K
+114.5% YoY
Grant Count
31
+55.0% YoY
Avg Grant Size
$4K
+38.4% YoY
Under IRS private-foundation payout rules, J Frederick & Helen B Vogel Trust reported a distributable amount of $129K for 2024 — the minimum it must pay out in qualifying distributions.
About J Frederick & Helen B Vogel Trust
Based on IRS filings
J Frederick & Helen B Vogel Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 31 grants totaling $130K. Net investment income was $401K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,339,754 | $2,085,375 | $2,229,492 |
| Revenue | $446,172 | $-24,807 | $24,015 |
| Expenses | $193,286 | $115,127 | $174,194 |
| Qualifying Distributions | $148,466 | $76,781 | $130,939 |
| Net Investment Income | $401,352 | $8,749 | $4,871 |
| Distributable Amount | $128,878 | $112,459 | $116,665 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
121 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cincinnati Art Club ($10,000), Cincinnati Nature Center ($10,000), Cincinnati Zoo ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CANCER FAMILY CARE CINCINNATI, OH | SUPPORT CHARITABLE PURPOSE | $2,500 |
| CHANGING GEARS CINCINNATI, OH | SUPPORT CHARITABLE PURPOSE | $2,500 |
| CINCINNATI ART CLUB CINCINNATI, OH | PROMOTE CHARITABLE PURPOSE | $10,000 |
| CINCINNATI ASSOCIATION FOR BLIND CINCINNATI, OH | SUPPORT CHARITABLE PURPOSE | $4,000 |
| CINCINNATI MUSEUM CENTER CINCINNATI, OH | SUPPORT CHARITABLE PURPOSE | $5,000 |
| CINCINNATI NATURE CENTER MILFORD, OH | SUPPORT CHARITABLE PURPOSE | $10,000 |
| CINCINNATI SOCCER CLUB CINCINNATI, OH | SUPPORT CHARITABLE PURPOSE | $5,000 |
| CINCINNATI ZOO CINCINNATI, OH | SUPPORT CHARITABLE PURPOSE | $10,000 |
| DOWN SYNDROME ASSOCIATION OF CINCINNATI, OH | SUPPORT CHARITABLE PURPOSE | $2,500 |
| EAST END ADULT EDUCATION CENTER CINCINNATI, OH | SUPPORT CHARITABLE PURPOSE | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM H FRY | TRUSTEE | 1.5 | $32,508 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is J Frederick & Helen B Vogel Trust?
J Frederick & Helen B Vogel Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $2.3M in total assets as of 2024.
How large is J Frederick & Helen B Vogel Trust?
As of 2024, J Frederick & Helen B Vogel Trust holds $2.3M in total assets with $446K in annual revenue. It awarded 31 grants totaling $130K in 2024.
Where does J Frederick & Helen B Vogel Trust operate?
J Frederick & Helen B Vogel Trust has awarded grants in Florida, Kentucky, North Carolina, Ohio.
What size grants does J Frederick & Helen B Vogel Trust award?
In 2024, J Frederick & Helen B Vogel Trust awarded 31 grants totaling $130K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is J Frederick & Helen B Vogel Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, J Frederick & Helen B Vogel Trust reported a distributable amount of $129K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
Explore Open Grants
Browse active grant opportunities in J Frederick & Helen B Vogel Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.