Plate Bernice W Char Trust

COLUMBUS, OH EIN: 34-6680386

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $755K (64%)

District of Columbia $291K (25%)

Pennsylvania $78K (7%)

Texas $36K (3%)

New York $25K (2%)

States

District of Columbia New York Ohio Pennsylvania Texas

Cities

Blue AshBronxCincinnatiClevelandColumbusFindlayIrvingLimaToledoTraffordWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.