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 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 9 grants totaling $253K. Net investment income was $501K.
Key facts about Plate Bernice W Char Trust
In short: Plate Bernice W Char Trust gave $253K across 9 grants in 2025 (avg $28K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- EIN
- 34-6680386
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $252,797
- Grants made (2025)
- 9
- Average grant
- $28,089
- Median grant
- $12,640
- Total assets
- $3,554,067
- Primary geography
- Ohio (55% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.6M
+7.0% YoY
Annual Giving
$253K
+8.8% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$28K
+8.8% YoY
Under IRS private-foundation payout rules, Plate Bernice W Char Trust reported a distributable amount of $251K for 2025 — the minimum it must pay out in qualifying distributions.
How Plate Bernice W Char Trust gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $229K (2021) to $262K (2022). In 2025 it made 9 grants totaling $253K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Trinity United Methodist Church ($76K). Together the top 9 received $253K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 36 grants of 45 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity United Methodist Church Lima, OH | General Operating | $75,839 |
| YMCA Washington, DC | General Operating | $50,559 |
| YWCA Washington, DC | General Operating | $50,559 |
| Boy Scouts of America Irving, TX | General Operating | $12,640 |
| Girl Scouts of Western Ohio Cincinnati, OH | General Operating | $12,640 |
| Umch Family Services Columbus, OH | General Operating | $12,640 |
| Woodlawn Cemetery Lima, OH | General Operating | $12,640 |
| Lima Memorial Hospital Lima, OH | General Operating | $12,640 |
| Bradfield Community Center Lima, OH | General Operating | $12,640 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,554,067 | $3,321,536 | $3,230,545 |
| Revenue | $531,038 | $374,982 | $368,806 |
| Expenses | $300,623 | $282,503 | $273,707 |
| Qualifying Distributions | $275,153 | $254,108 | $253,595 |
| Net Investment Income | $501,401 | $348,309 | $341,308 |
| Distributable Amount | $250,755 | $244,125 | $224,049 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Plate Bernice W Char Trust's only listed officer is Huntington National Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Huntington National Bank
Trustee
On filings since 2020
1 hr/week
$38K (2020) → $41K (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 $41K, to Huntington National Bank (Trustee).
Frequently asked questions about Plate Bernice W Char Trust
How much does Plate Bernice W Char Trust give each year?
Plate Bernice W Char Trust gave $253K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $232K across 9 grants.
What is Plate Bernice W Char Trust's typical grant size?
Plate Bernice W Char Trust's median grant in 2025 was $12,640, and its average grant was $28,089, across 9 grants on its 2025 IRS Form 990-PF.
Where does Plate Bernice W Char Trust give grants?
Plate Bernice W Char Trust gives mostly in Ohio: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (40%) and Texas (5%). The most frequent recipient cities were Lima, OH (4 grants) and Washington, DC (2 grants).
Does Plate Bernice W Char Trust give general operating support?
Yes: 100% of Plate Bernice W Char Trust's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Plate Bernice W Char Trust's largest grantees?
Plate Bernice W Char Trust's largest 2025 grantees include Trinity United Methodist Church ($75,839), YMCA ($50,559) and YWCA ($50,559), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Plate Bernice W Char Trust?
Plate Bernice W Char Trust reported $3.6M in total assets on its 2025 IRS Form 990-PF. It paid out $275K in qualifying distributions that year, against a required minimum of $251K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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