Local Initiative for Excellence

Private foundation · Grantmaker Blue Ash, OH EIN: 46-4081852

The Local Initiative for Excellence (L.I.F.E.) Foundation is a private foundation based in Blue Ash, Ohio. Established in 2014 by George J. Wile, it supports research intended to improve health outcomes for patients with brain and neurodegenerative disease.

Local Initiative for Excellence at a glance

In short: Local Initiative for Excellence gave $1.0M across 10 grants in 2024 (avg $104K), mostly in Ohio. 60% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$1,040,000
+417.4% vs 2023
Grants made (2024)
10
+233.3% vs 2023
Average grant
$104,000
+55.2% vs 2023
Median grant
$92,500
Total assets
$32,786,461
-1.7% vs 2023
New grantees (estimate)
60% first-time grantees (6 of 10, 2024; small sample)
Primary geography
Ohio (62% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Local Initiative for Excellence

How to Apply

The foundation’s website instructs eligible research applicants to submit a one-page letter of intent describing the problem, its significance, and the proposed approach, along with an NIH biographical sketch. The filing directs applicants to the website for detailed application materials and restrictions. The website says research grants are provided in two $50,000 installments in years one and two, with a detailed progress report due 11 months after funding begins; the second installment is subject to Scientific Advisory Committee review of that report.

Review Cycle
The filing directs applicants to the website for deadline details; no specific date is stated in the available information.
Deadline
The filing directs applicants to the website for deadline details; no specific date is stated in the available…
Contact

Application contact: Carter Randolph
Mailing address: 4200 Malsbary Rd, Cincinnati, OH 45242
Phone: (513) 891-7144

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

Who Local Initiative for Excellence funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NKU Foundation Inc: $250KNKU Foundation Inc$250KPlannned Parenthood: $135KPlannned Parenthood$135KCincinnati Playhouse in the Park: $135KCincinnati Playhouse in thePark$135KCincinnati Museum Center: $135KCincinnati Museum Center$135KCincinnati Symphony Orchestra: $135KCincinnati Symphony Orchestra$135KUniversity of Cincinnati: $50KUniversity of Cincinnati$50KSalk Inst for Biological Studies: $50KSalk Inst for BiologicalStudies$50KUniversity of Virginia: $50KUniversity of Virginia$50KMassachusetts General Hospital: $50KMassachusetts General Hospital$50KCincinnati Children's Hospital Med: $50KCincinnati Children's HospitalMed$50K

The largest 2024 recipient was NKU Foundation Inc ($250K). Together the top 10 received $1.0M.

Grant Size Distribution

25 grants across all recorded years

<$50K12$50–100K12$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 12 grants of 25 (48%).

Geographic Focus

Where this funder awards grants

The 2024 filing’s grant-dollar distribution was 62% to Ohio, 24% to Kentucky, and 5% each to California, Virginia, and Massachusetts.

Grant Distribution by State

5states

Share of 2024 grant dollars across all 10 itemized grants.

Cities

CincinnatiLa JollaHighland HeightsCharlottesvilleBoston

Is Local Initiative for Excellence open to new grantees?

60%

first-time grantees, 2024

In 2024, 6 of 10 grantees (60%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $107K; repeat grants $100K. How we count

Medians: $135K first-time, $50K repeat.

  • 30% of 2024 grantees were also funded in 2023. Method
  • Giving grew 87% from 2021 to 2024. Method
  • In 2024 it paid out 47% 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 (2020–2024). 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$500K$1M$1.5M4 grants2020 4 grants2021 4 grants2022 3 grants2023 10 grants2024

From 2020 to 2024, annual grant giving ranged from $201K (2023) to $1.0M (2024). In 2024 it made 10 grants totaling $1.0M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
NKU Foundation Inc Highland Heights, KYUndergraduate Fellowship Program$250,000
Plannned Parenthood Cincinnati, OHCharity$135,000
Cincinnati Playhouse in the Park Cincinnati, OHCharity$135,000
Cincinnati Museum Center Cincinnati, OHCharity$135,000
Cincinnati Symphony Orchestra Cincinnati, OHCharity$135,000
University of Cincinnati Cincinnati, OHMedical Research$50,000
Salk Inst for Biological Studies La Jolla, CAMedical Research$50,000
University of Virginia Charlottesville, VAMedical Research$50,000
Massachusetts General Hospital Boston, MAMedical Research$50,000
Cincinnati Children's Hospital Med Cincinnati, OHMedical Research$50,000
Your AI grants department

Ready to take the next step with Local Initiative for Excellence?

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$32,786,461$724,174$1,276,988$1,040,00010$1,050,064$749,873$2,221,850
2023$33,339,275$13,420,110$311,807$201,0003$213,366$435,939$1,163,922
2022$20,230,972$16,760,403$522,047$455,0004$459,666$300,754$806,745
2021$3,992,616$388,497$596,383$555,0004$561,142$96,475$318,755
2020$4,200,502$706,964$343,845$315,0004—$180,062$243,517

Under IRS private-foundation payout rules, Local Initiative for Excellence reported a distributable amount of $2.2M 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

L.I.F.E.’s stated mission is to support research to achieve better health outcomes for patients with brain and neurodegenerative disease. Its website describes research grants as supporting innovative research, productive research teams, and investigators early in their careers.

The website says eligible applicants include University of Cincinnati faculty with at least 80% FTE, including faculty based at Cincinnati Children’s Hospital Medical Center, and outside researchers at nonprofit organizations with novel approaches. The foundation also partners with NKU’s College of Informatics on scholarships for students pursuing brain-research careers; those scholarships are for students, rather than grants to outside applicants.

The 2024 filing lists a $250,000 grant to NKU Foundation Inc. for an undergraduate fellowship program and five $50,000 medical-research grants. Among other recipients, the Cincinnati Symphony Orchestra describes its mission as seeking and sharing inspiration; Cincinnati Museum Center says it inspires people to learn about science and regional history; and Cincinnati Playhouse in the Park describes itself as Cincinnati’s national theater, committed to bringing diverse, engaging works to the community. These are the recipient organizations’ stated missions.

Grantmaking

In filing year 2024, L.I.F.E. gave $1,040,000 through 10 grants. Grant amounts ranged from $50,000 to $250,000, with a median of $92,500. The largest awards included $250,000 to NKU Foundation Inc. for an undergraduate fellowship program and $135,000 each to Planned Parenthood in Cincinnati, Cincinnati Playhouse in the Park, Cincinnati Museum Center, and Cincinnati Symphony Orchestra. The filing lists the four $135,000 grants’ purpose as “charity.” It also lists $50,000 medical-research grants to the University of Cincinnati, Salk Institute for Biological Studies, University of Virginia, Massachusetts General Hospital, and Cincinnati Children’s Hospital Medical Center.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Carter F. Randolph as president and treasurer, Carter L. Randolph and Patty Brockman as secretaries, and Garrett Wayne as trustee.

Local Initiative for Excellence is led by Carter L. Randolph, President, Treasurer & Secretary since 2021 (on filings since 2020); none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Carter L. Randolph

    President, Treasurer & Secretary

    Treasurer → President, Treasurer & Secretary, 2021

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Garrett Wayne

    Trustee

    New on the 2024 filing

    5 hrs/week

    No compensation reported

  • Patty Brockman

    Secretary

    On filings since 2020

    5 hrs/week

    No compensation reported

Former officers (1)
  • Former: George Wile (2020) — President

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Local Initiative for Excellence

How much does Local Initiative for Excellence give each year?

Local Initiative for Excellence gave $1.0M across 10 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $201K across 3 grants.

What is Local Initiative for Excellence's typical grant size?

Local Initiative for Excellence's median grant in 2024 was $92,500, and its average grant was $104,000, across 10 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Local Initiative for Excellence that year got $107K on average.

Where does Local Initiative for Excellence give grants?

Local Initiative for Excellence gives mostly in Ohio: 62% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Kentucky (24%). The most frequent recipient cities were Cincinnati, OH (6 grants).

Does Local Initiative for Excellence give general operating support?

Not in 2024: none of the 10 grants with a stated purpose on Local Initiative for Excellence's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Medical Research" (5 grants) and "Charity" (4 grants).

Who are Local Initiative for Excellence's largest grantees?

Local Initiative for Excellence's largest 2024 grantees include NKU Foundation Inc ($250,000), Plannned Parenthood ($135,000) and Cincinnati Playhouse in the Park ($135,000), according to its 2024 IRS Form 990-PF. Together they received 50% of its itemized 2024 grant dollars.

How large is Local Initiative for Excellence?

Local Initiative for Excellence reported $32.8M in total assets on its 2024 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $2.2M (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 Local Initiative for Excellence fund?

L.I.F.E.’s stated mission is to support research to achieve better health outcomes for patients with brain and neurodegenerative disease. Its website describes research grants as supporting innovative research, productive research teams, and investigators early in their careers. See mission & focus areas ↑

How do I apply for a grant from Local Initiative for Excellence?

The foundation’s website instructs eligible research applicants to submit a one-page letter of intent describing the problem, its significance, and the proposed approach, along with an NIH biographical sketch. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Local Initiative for Excellence's EIN?

Local Initiative for Excellence's EIN (Employer Identification Number) is 46-4081852. IRS Form 990 filing data is available on this page for 2020–2024.

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 2020–2024

Explore Open Grants

Browse active grant opportunities in Local Initiative for Excellence's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

The Wohlgemuth Herschede Foundation CO

Cincinnati, OH

The Wohlgemuth Herschede Foundation supported a range of charitable organizations, including arts and culture, education, housing, hunger relief, and animal welfare, primarily in the greater Cincinnati area. In 2022, it made 126 grants totaling about $1.03 million, typically $5,000 (with awards from $1,000 to $40,000). Its 2022 filing said it accepted letters and did not limit grants to preselected organizations; this is historical information, and no later filing is reported.

Assets

$11.7M

Grants

126

Total Given

$1.0M

The Greater Cincinnati Foundation

Cincinnati, OH

The Greater Cincinnati Foundation funds nonprofits working on education, housing, community and cultural vibrancy, and related regional needs, with responsive grants focused on its eight-county Greater Cincinnati service area. Its 2024 median grant was $20,000, though amounts vary widely; specific opportunities include awards of up to $35,000 for Resilient Communities and up to $450,000 through the Neighborhood Development Fund. It lists RFP and letter-of-intent opportunities but does not state whether it accepts unsolicited requests.

Assets

$1.0B

Grants

1,408

Total Given

$184.4M

Charles H Dater Foundation Inc

Cincinnati, OH

The Charles H. Dater Foundation supports programs and projects benefiting children and young people in Greater Cincinnati, especially in arts and culture, education, healthcare, and social services. It makes about 150 grants a year, typically ranging from $20,000 to over $100,000; applications are submitted electronically, but the profile does not state whether unsolicited requests are accepted.

Assets

$101.9M

Grants

144

Total Given

$5.4M

HCS Foundation

Westlake, OH

HCS Foundation supports a broad range of nonprofit work, including education, youth, health, arts, and community projects. Its 2024 grants ranged from $2,500 to $2 million, with a median of $40,000; 95% of grant dollars went to Ohio recipients, with smaller amounts to New York and Michigan. The filing says requests are sent to the attention of the trustee listed in line 2a, but does not explicitly state whether unsolicited requests are accepted.

Assets

$105.4M

Grants

75

Total Given

$7.8M

Friedlander Family Fund

Cincinnati, OH

The Friedlander Family Fund primarily supports human services, mostly in the Greater Cincinnati area, though its grants also cover food assistance, journalism, and the arts. In 2024, it made 68 grants ranging from $400 to $185,000, with a median grant of $10,000. It does not restrict giving to preselected organizations; it invites a simple one-page letter to Melissa LaCorte and lists no application deadlines.

Assets

$12.7M

Grants

68

Total Given

$1.2M

Diane J and Robert a McDonald

Windmere, FL

The foundation funds project and program support for public charities, including arts, religious, health, and other organizations. Its 2025 grants ranged from $1,000 to $600,000, with a median of $7,500; most funding went to Ohio organizations. It gives only to preselected charities and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$13.9M

Grants

25

Total Given

$886K

More similar funders

More Funders in Ohio

Cite this profile

Grantable. (2026). Local Initiative for Excellence funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/local-initiative-for-excellence-morg_c8198d5a1b4a4fb0bfd86dba8e449fbd

BibTeX
@misc{grantable_464081852_2026,
  author       = {{Grantable}},
  title        = {{Local Initiative for Excellence funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/local-initiative-for-excellence-morg_c8198d5a1b4a4fb0bfd86dba8e449fbd},
  note         = {Accessed 2026-10-15. 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 Local Initiative for Excellence'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.

Local Initiative for Excellence down — hundreds of funders to go?

Want AI to do this for you?