Plate Bernice W Char Trust
Plate Bernice W Char Trust is a private foundation, based in COLUMBUS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 9 grants totaling $232K. Net investment income was $348K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.3M
+2.8% YoY
Annual Giving
$232K
-0.0% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$26K
-0.0% YoY
Under IRS private-foundation payout rules, Plate Bernice W Char Trust reported a distributable amount of $244K for 2024 — the minimum it must pay out in qualifying distributions.
About Plate Bernice W Char Trust
Based on IRS filings
Plate Bernice W Char Trust is a private foundation, based in COLUMBUS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 9 grants totaling $232K. Net investment income was $348K.
Ready to take the next step with Plate Bernice W Char Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,321,536 | $3,230,545 | $3,136,903 |
| Revenue | $374,982 | $368,806 | $100,515 |
| Expenses | $282,503 | $273,707 | $304,340 |
| Qualifying Distributions | $254,108 | $253,595 | $283,561 |
| Net Investment Income | $348,309 | $341,308 | $75,338 |
| Distributable Amount | $244,125 | $224,049 | $234,563 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Trinity United Methodist Church ($69,706), Ymca ($46,471), Ywca ($46,471).
| Recipient | Purpose | Amount |
|---|---|---|
| WOODLAWN CEMETERY LIMA, OH | GENERAL OPERATING | $11,618 |
| BOY SCOUTS OF AMERICA IRVING, TX | GENERAL OPERATING | $11,618 |
| GIRL SCOUTS OF WESTERN OHIO CINCINNATI, OH | GENERAL OPERATING | $11,618 |
| UMCH FAMILY SERVICES COLUMBUS, OH | GENERAL OPERATING | $11,618 |
| LIMA MEMORIAL HOSPITAL LIMA, OH | GENERAL OPERATING | $11,618 |
| BRADFIELD COMMUNITY CENTER LIMA, OH | GENERAL OPERATING | $11,618 |
| TRINITY UNITED METHODIST CHURCH LIMA, OH | GENERAL OPERATING | $69,706 |
| YMCA WASHINGTON, DC | GENERAL OPERATING | $46,471 |
| YWCA WASHINGTON, DC | GENERAL OPERATING | $46,471 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK | TRUSTEE | 1 | $39,908 |
Frequently Asked Questions
How large is Plate Bernice W Char Trust?
As of 2024, Plate Bernice W Char Trust holds $3.3M in total assets with $375K in annual revenue. It awarded 9 grants totaling $232K in 2024.
Where does Plate Bernice W Char Trust operate?
Plate Bernice W Char Trust has awarded grants in District of Columbia, New York, Ohio, Pennsylvania, Texas.
What size grants does Plate Bernice W Char Trust award?
In 2024, Plate Bernice W Char Trust awarded 9 grants totaling $232K — an average of about $26K per grant, based on its IRS Form 990 filings.
How much is Plate Bernice W Char Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Plate Bernice W Char Trust reported a distributable amount of $244K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Plate Bernice W Char Trust's EIN?
Plate Bernice W Char Trust's EIN (Employer Identification Number) is 34-6680386. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Plate Bernice W Char 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.