Koa Charitable Trust

Private foundation · Grantmaker Cincinnati, OH EIN: 61-6669376
N/A

KOA Charitable Trust is a private foundation based in Cincinnati, Ohio, that makes contributions to preselected charitable organizations. It does not accept unsolicited requests for funds.

Koa Charitable Trust at a glance

In short: Koa Charitable Trust gave $306K across 49 grants in 2024 (avg $6K), mostly in Idaho. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$306,000
+36.6% vs 2023
Grants made (2024)
49
+4.3% vs 2023
Average grant
$6,245
+31.0% vs 2023
Median grant
$2,500
Total assets
$3,651,999
+96.7% vs 2023
Primary geography
Idaho (55% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026.

How to apply to Koa Charitable Trust

Accepts unsolicited proposals
No
How to Apply

The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: PO Box 630858, Cincinnati, OH 45263-0858
Phone: (513) 534-5310

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Koa Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Community Library Association Inc: $50KCommunity Library AssociationInc$50KSun Valley Institute for Resilience: $25KSun Valley Institute forResilience$25KEnvironmental Defense: $20KEnvironmental Defense$20KAspen Waldorf Foundation: $15KAspen Waldorf Foundation$15KRocky Mountain Wild Inc: $15KRocky Mountain Wild Inc$15KPlanned Parenthood Federation of: $11KPlanned Parenthood Federationof$11KTrustees of the Lawrenceville School: $10KTrustees of the LawrencevilleSchool$10KBlaine County Hunger Coalition Inc: $10KBlaine County Hunger CoalitionInc$10KSt Thomas Episcopal Church: $10KSt Thomas Episcopal Church$10KWood River Community YMCA: $10KWood River Community YMCA$10K

The largest 2024 recipient was Community Library Association Inc ($50K). Together the top 10 received $176K.

Grant Size Distribution

96 grants across all recorded years

95<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 95 grants of 96 (99%).

Geographic Focus

Where this funder awards grants

In 2024, Idaho received 55% of grant dollars, Colorado 22%, New York 8%, Washington, DC 4%, and New Jersey 4%. The listed state shares total 93%; the remaining share is not specified here.

Grant Distribution by State

12states

Share of 2024 grant dollars across all 49 itemized grants.

Cities

KetchumHaileyCarbondaleNew YorkBoiseGlenwood SpgsLawrencevilleSun ValleyBasaltWashingtonBellevueDavisDenverEnglewoodMiddleburyMissoulaRifleWoody CreekAlexandriaAspen

How Koa Charitable Trust gives

  • 84% of 2024 grantees were also funded in 2023. Method
  • In 2024 it paid out 126% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K0 grants2022 47 grants2023 49 grants2024

From 2023 to 2024, annual grant giving ranged from $224K (2023) to $306K (2024). In 2024 it made 49 grants totaling $306K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Community Library Association Inc Ketchum, IDAnnual Fund$50,000
Sun Valley Institute for Resilience Hailey, IDAnnual Fund$25,000
Environmental Defense New York, NYProject/Program Support$20,000
Aspen Waldorf Foundation Carbondale, COProject/Program & General$15,000
Rocky Mountain Wild Inc Denver, COProject/Program Support$15,000
Planned Parenthood Federation of Washington, DCProject/Program Support$11,000
Trustees of the Lawrenceville School Lawrenceville, NJAnnual Fund$10,000
Blaine County Hunger Coalition Inc Bellevue, IDAnnual Fund$10,000
St Thomas Episcopal Church Sun Valley, IDAnnual Fund &$10,000
Wood River Community YMCA Ketchum, IDAnnual Fund$10,000
Your AI grants department

Ready to take the next step with Koa Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$3,651,999$3,178,352$344,770$306,00049$311,627$1,540,874$247,007
2023$1,856,313$337,488$255,389$224,00047$229,533$310,865$190,823
2022$1,775,326$1,775,326—————$6,963

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The trust’s filing does not state a mission. Its 2024 grantees describe work in several areas: Sun Valley Institute for Resilience says it advances community resilience in Idaho’s Wood River Valley; Aspen Waldorf Foundation says it supports children’s development and academic excellence through educational artistry; and Rocky Mountain Wild says it works to protect, connect, and restore wildlife and wild lands in the Southern Rocky Mountain region.

Other 2024 grantees describe work addressing food insecurity, supporting Boise State University programs, protecting western Colorado public lands, benefiting national forests, and promoting environmental education in the Wood River Valley. These are the grantees’ stated missions, not stated priorities of the trust.

Grantmaking

In 2024, the trust made 49 grants totaling $306,000. Grants ranged from $500 to $50,000, with a median grant of $2,500. The largest awards included $50,000 to Community Library Association Inc. for its annual fund, $25,000 to Sun Valley Institute for Resilience for its annual fund, and $20,000 to Environmental Defense for project/program support. Other notable grants included $15,000 each to Aspen Waldorf Foundation and Rocky Mountain Wild.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Fifth Third Bank N.A. as trustee.

Koa Charitable Trust's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2022 (compensated).

Officers on the 2024 filing

  • Fifth Third Bank N A

    Trustee

    On filings since 2022

    1 hr/week

    $24K (2023) → $31K (2024)

Data from IRS Form 990 filings, 2022–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Fifth Third Bank N a — Trustee: $31KFifth Third Bank N aTrustee$31K

The highest reported compensation on the 2024 filing was $31K, to Fifth Third Bank N a (Trustee).

Frequently asked questions about Koa Charitable Trust

How much does Koa Charitable Trust give each year?

Koa Charitable Trust gave $306K across 49 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $224K across 47 grants.

What is Koa Charitable Trust's typical grant size?

Koa Charitable Trust's median grant in 2024 was $2,500, and its average grant was $6,245, across 49 grants on its 2024 IRS Form 990-PF.

Where does Koa Charitable Trust give grants?

Koa Charitable Trust gives mostly in Idaho: 55% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Colorado (22%) and New York (8%). The most frequent recipient cities were Ketchum, ID (8 grants), Hailey, ID (7 grants), Carbondale, CO (6 grants) and New York, NY (4 grants).

Does Koa Charitable Trust give general operating support?

Yes: 39% of Koa Charitable Trust's 2024 grants with a stated purpose (19 of 49) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Project/Program Support" (29 grants).

Who are Koa Charitable Trust's largest grantees?

Koa Charitable Trust's largest 2024 grantees include Community Library Association Inc ($50,000), Sun Valley Institute for Resilience ($25,000) and Environmental Defense ($20,000), according to its 2024 IRS Form 990-PF. Together they received 31% of its itemized 2024 grant dollars.

How large is Koa Charitable Trust?

Koa Charitable Trust reported $3.7M in total assets on its 2024 IRS Form 990-PF. It paid out $312K in qualifying distributions that year, against a required minimum of $247K (roughly 5% of its investment assets).

What does Koa Charitable Trust fund?

The trust’s filing does not state a mission. See mission & focus areas ↑

How do I apply for a grant from Koa Charitable Trust?

The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.

Does Koa Charitable Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2022–2024

Explore Open Grants

Browse active grant opportunities in Koa Charitable Trust's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Ohio

The Warrington Foundation Co Fifth Third

Cincinnati, OH

The Warrington Foundation supported a varied range of charitable organizations, including arts, education, religious, environmental, animal-welfare, and community groups; 95% of its 2022 grant dollars went to Ohio recipients. Grants ranged from $500 to $3,440,069, with a median of $5,000, though the largest awards funded new foundations and a trust as the foundation closed. It funded only preselected organizations and did not accept unsolicited requests.

Assets

—

Grants

116

Total Given

$14.6M

Idaho Community Foundation Inc

Boise, ID

The Idaho Community Foundation funds Idaho nonprofits, community organizations, and public entities in areas including health, housing, education, arts and culture, the environment, and community benefit. Its 2024 grants had a median of $14,082; its regional program typically awards $3,000–$8,000, with requests capped at $25,000. It accepts applications through specific programs and its online portal, but the profile does not state whether it accepts unsolicited requests generally.

Philanthropy, Voluntarism & Grantmaking

Assets

$260.6M

Grants

348

Total Given

$12.8M

Spur Community Foundation Inc

Ketchum, ID

Spur Community Foundation funds nonprofit programs, projects, capacity building, and general operations, with focus areas including youth and education, mental health, environmental stewardship, vulnerable populations, and community capacity in the Wood River Valley and Blaine County, Idaho. Its 2024 grants had a median of $21,500; its programs offer up to $10,000 for Community Grants and up to $50,000 for Impact Grants. It accepts applications through its grant programs, with project and program proposals starting in conversation with staff or board members.

Human Services

Assets

$15.9M

Grants

75

Total Given

$3.7M

Colorado Gives Foundation

Arvada, CO

Colorado Gives Foundation funds nonprofits serving Jefferson County in areas including food security, early care and education, workforce development, housing, health and convenient neighborhoods; it also offers statewide nonprofit capacity-building support. Typical giving varies widely: its 2024 median grant was $17,814, while Thriving Jeffco Responsive Grant awards ranged from $2,500 to $100,000. It accepts applications through listed grant opportunities, but whether it accepts unsolicited requests is not stated.

Assets

$527.1M

Grants

2,211

Total Given

$91.0M

Heinz Family Foundation

Pittsburgh, PA

The Heinz Family Foundation funds individual awards recognizing achievements in the arts, the economy, and the environment, as well as grants to charitable organizations with varied missions; its Heinz Awards program ended in 2025. In 2024, grants ranged from $500 to $250,000, with a median of $25,000, and 40% of grant dollars went to Pennsylvania recipients; it funds recipients in other states as well. The foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets

$111.4M

Grants

98

Total Given

$4.3M

Columbus Foundation

Columbus, OH

The Columbus Foundation supports a broad range of nonprofit work, including arts, education, health, basic needs, neighborhoods, and capacity building, primarily in central Ohio. Its 2024 grants had a median of $21,471, though amounts varied widely. Most grants are directed by donors and aren’t made through an application process, but some specific programs accept applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.8B

Grants

1,747

Total Given

$242.7M

More similar funders

More Funders in Ohio

Cite this profile

Grantable. (2026). Koa Charitable Trust funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/koa-charitable-trust-morg_0e767cc8cae64ea4829275a0e58d689e

BibTeX
@misc{grantable_616669376_2026,
  author       = {{Grantable}},
  title        = {{Koa Charitable Trust funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/koa-charitable-trust-morg_0e767cc8cae64ea4829275a0e58d689e},
  note         = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Koa Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Koa Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?