Margaret C Korbel Memorial Trust Uw Fifth
Margaret C Korbel Memorial Trust Uw Fifth is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $549K in total assets. In 2025, it awarded 4 grants totaling $29K. Net investment income was $71K.
Margaret C Korbel Memorial Trust Uw Fifth at a glance
In short: Margaret C Korbel Memorial Trust Uw Fifth gave $29K across 4 grants in 2025 (avg $7K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $28,600
- +10.0% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $7,150
- +10.0% vs 2024
- Median grant
- $7,150
- Total assets
- $548,806
- +7.5% vs 2024
- Primary geography
- Indiana (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Margaret C Korbel Memorial Trust Uw Fifth funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was American Cancer Society Inc ($7K). Together the top 4 received $29K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Margaret C Korbel Memorial Trust Uw Fifth gives
- Giving fell 29% from 2022 to 2025. Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $26K (2024) to $40K (2022). In 2025 it made 4 grants totaling $29K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Inc Oklahoma City, OK | Annual Fund | $7,150 |
| USI Foundation Evansville, IN | Annual Fund | $7,150 |
| Salvation Army Indianapolis, IN | Annual Fund | $7,150 |
| Evansville Assn for the Blind Evansville, IN | Annual Fund | $7,150 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $548,806 | $78,952 | $40,422 | $28,600 | 4 | $31,454 | $71,055 | $29,769 |
| 2024 | $510,302 | $59,381 | $36,702 | $26,000 | 4 | $28,025 | $51,098 | $28,595 |
| 2023 | $487,583 | $30,330 | $37,467 | $28,000 | 4 | $29,872 | $22,503 | $26,207 |
| 2022 | $494,798 | $22,235 | $49,787 | $40,000 | 4 | $41,842 | $14,366 | $27,927 |
| 2021 | $522,414 | $55,724 | $46,894 | $36,000 | 4 | $36,588 | $45,380 | $30,927 |
| 2020 | $513,478 | $25,857 | $41,839 | $30,000 | 4 | — | $16,985 | $26,962 |
Under IRS private-foundation payout rules, Margaret C Korbel Memorial Trust Uw Fifth reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Margaret C Korbel Memorial Trust Uw Fifth's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$8K (2020) → $9K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $9K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Margaret C Korbel Memorial Trust Uw Fifth
How much does Margaret C Korbel Memorial Trust Uw Fifth give each year?
Margaret C Korbel Memorial Trust Uw Fifth gave $29K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 4 grants.
What is Margaret C Korbel Memorial Trust Uw Fifth's typical grant size?
Margaret C Korbel Memorial Trust Uw Fifth's median grant in 2025 was $7,150, and its average grant was $7,150, across 4 grants on its 2025 IRS Form 990-PF.
Where does Margaret C Korbel Memorial Trust Uw Fifth give grants?
Margaret C Korbel Memorial Trust Uw Fifth gives mostly in Indiana: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Oklahoma (25%). The most frequent recipient cities were Evansville, IN (2 grants).
Does Margaret C Korbel Memorial Trust Uw Fifth give general operating support?
Yes: 100% of Margaret C Korbel Memorial Trust Uw Fifth's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Margaret C Korbel Memorial Trust Uw Fifth?
Margaret C Korbel Memorial Trust Uw Fifth reported $549K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets).
What is Margaret C Korbel Memorial Trust Uw Fifth's EIN?
Margaret C Korbel Memorial Trust Uw Fifth's EIN (Employer Identification Number) is 35-6564220. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 22, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
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