Marie Sargent Cole Memorial Fund

CINCINNATI, OH EIN: 34-6509762

Marie Sargent Cole Memorial Fund is a private foundation, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $210K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $19K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$210K

+3.5% YoY

Annual Giving

$10K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

+0.0% YoY

Under IRS private-foundation payout rules, Marie Sargent Cole Memorial Fund reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

About Marie Sargent Cole Memorial Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $53K (100%)

States

Ohio

Cities

Toledo

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$210,200	$203,091	$203,555
Revenue	$22,617	$14,381	$4,982
Expenses	$15,526	$14,815	$16,173
Qualifying Distributions	$11,401	$11,284	$12,638
Net Investment Income	$18,749	$10,649	$1,633
Distributable Amount	$11,736	$10,698	$11,323

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Promedica Continuum Services ($10,000).

Recipient	Purpose	Amount
PROMEDICA CONTINUUM SERVICES TOLEDO, OH	ANNUAL FUND	$10,000

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	$3,572

Frequently Asked Questions

How large is Marie Sargent Cole Memorial Fund?

As of 2024, Marie Sargent Cole Memorial Fund holds $210K in total assets with $23K in annual revenue. It awarded 1 grants totaling $10K in 2024.

Where does Marie Sargent Cole Memorial Fund operate?

Marie Sargent Cole Memorial Fund has awarded grants in Ohio.

What size grants does Marie Sargent Cole Memorial Fund award?

In 2024, Marie Sargent Cole Memorial Fund awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Marie Sargent Cole Memorial Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marie Sargent Cole Memorial Fund reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Marie Sargent Cole Memorial Fund's EIN?

Marie Sargent Cole Memorial Fund's EIN (Employer Identification Number) is 34-6509762. IRS Form 990 filing data is available on this page for 2020–2024.