Koa Charitable Trust is a private foundation focused on N/A, based in CINCINNATI, OH. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 49 grants totaling $306K. Net investment income was $1.5M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.7M
+96.7% YoY
Annual Giving
$306K
+36.6% YoY
Grant Count
49
+4.3% YoY
Avg Grant Size
$6K
+31.0% YoY
Under IRS private-foundation payout rules, Koa Charitable Trust reported a distributable amount of $247K for 2024 — the minimum it must pay out in qualifying distributions.
About Koa Charitable Trust
Based on IRS filings
Koa Charitable Trust is a private foundation focused on N/A, based in CINCINNATI, OH. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 49 grants totaling $306K. Net investment income was $1.5M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,651,999 | $1,856,313 | $1,775,326 |
| Revenue | $3,178,352 | $337,488 | $1,775,326 |
| Expenses | $344,770 | $255,389 | — |
| Qualifying Distributions | $311,627 | $229,533 | — |
| Net Investment Income | $1,540,874 | $310,865 | — |
| Distributable Amount | $247,007 | $190,823 | $6,963 |
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
96 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Library Association Inc ($50,000), Sun Valley Institute for Resilience ($25,000), Environmental Defense ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MIDDLEBURY COLLEGE MIDDLEBURY, VT | ANNUAL FUND | $2,500 |
| ENVIRONMENTAL DEFENSE NEW YORK, NY | PROJECT/PROGRAM SUPPORT | $20,000 |
| PLANNED PARENTHOOD FEDERATION OF WASHINGTON, DC | PROJECT/PROGRAM SUPPORT | $11,000 |
| NEW YORK PUBLIC RADIO NEW YORK, NY | PROJECT/PROGRAM SUPPORT | $500 |
| TIBET FUND NEW YORK, NY | ANNUAL FUND | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION FNDN NEW YORK, NY | PROJECT/PROGRAM SUPPORT | $2,500 |
| TRUSTEES OF THE LAWRENCEVILLE SCHOOL LAWRENCEVILLE, NJ | ANNUAL FUND | $10,000 |
| LAWRENCEVILLE SCHOOL CAMP INC LAWRENCEVILLE, NJ | ANNUAL FUND | $2,000 |
| ENGLISH IN ACTION CARBONDALE, CO | PROJECT/PROGRAM SUPPORT | $2,500 |
| YOUTHROOTS ENGLEWOOD, CO | PROJECT/PROGRAM SUPPORT | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | 1 | $31,280 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Koa Charitable Trust?
Koa Charitable Trust is a private foundation focused on N/A, based in CINCINNATI, OH. It holds $3.7M in total assets as of 2024.
How large is Koa Charitable Trust?
As of 2024, Koa Charitable Trust holds $3.7M in total assets with $3.2M in annual revenue. It awarded 49 grants totaling $306K in 2024.
Where does Koa Charitable Trust operate?
Koa Charitable Trust has awarded grants in California, Colorado, District of Columbia, Florida, Idaho, Maryland, Montana, New Hampshire, New Jersey, New York, Virginia, Vermont.
What size grants does Koa Charitable Trust award?
In 2024, Koa Charitable Trust awarded 49 grants totaling $306K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Koa Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Koa Charitable Trust reported a distributable amount of $247K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Koa Charitable Trust's EIN?
Koa Charitable Trust's EIN (Employer Identification Number) is 61-6669376. IRS Form 990 filing data is available on this page for 2022–2024.
Explore Open Grants
Browse active grant opportunities in Koa Charitable 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.
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