Roesch Family Charitable Trust
Roesch Family Charitable Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 9 grants totaling $135K. Net investment income was $32K.
Key facts about Roesch Family Charitable Trust
- EIN
- 25-6232091
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $135,000
- Grants made (2024)
- 9
- Average grant
- $15,000
- Median grant
- $10,000
- Total assets
- $1,866,591
- Primary geography
- Pennsylvania (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Roesch Family Charitable Trust funds
By grant dollars, the top recipient states for Roesch Family Charitable Trust's 9 itemized 2024 grants were Pennsylvania (100%). The most frequent recipient cities were Pittsburgh, PA (7 grants). None of its 9 grants with a stated purpose were described as general or operating support. Recurring purposes include "Program Support" (8 grants).
How Roesch Family Charitable Trust gives
- Giving held roughly steady from 2021 to 2024 (+4%). Method
- In 2024 it paid out 131% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Roesch Family Charitable Trust
- How to evaluate Roesch Family Charitable Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
-5.7% YoY
Annual Giving
$135K
+10.7% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$15K
+10.7% YoY
Under IRS private-foundation payout rules, Roesch Family Charitable Trust reported a distributable amount of $114K for 2024 — the minimum it must pay out in qualifying distributions.
About Roesch Family Charitable Trust
Based on IRS filings
Roesch Family Charitable Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 9 grants totaling $135K. Net investment income was $32K.
Ready to take the next step with Roesch Family Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 9 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,866,591 | $1,979,490 | $2,088,895 |
| Revenue | $76,308 | $64,613 | $450,701 |
| Expenses | $189,218 | $173,894 | $259,320 |
| Qualifying Distributions | $149,476 | $135,584 | $152,002 |
| Net Investment Income | $31,649 | $27,543 | $350,660 |
| Distributable Amount | $114,227 | $103,792 | $119,507 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Upmc Cancer Center ($35,000), Creating Pittsburgh Tomorrow Inc ($25,000), The Children's Home of Pittsburgh ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UPMC CANCER CENTER Pittsburgh, PA | PROGRAM SUPPORT | $35,000 |
| CREATING PITTSBURGH TOMORROW INC Pittsburgh, PA | PROJECT/PROGRAM SUPPORT | $25,000 |
| THE CHILDREN'S HOME OF PITTSBURGH Pittsburgh, PA | PROGRAM SUPPORT | $15,000 |
| PITTSBURGH PARKS CONSERVANCY Pittsburgh, PA | PROGRAM SUPPORT | $10,000 |
| PITTSBURGH PUBLIC THEATER Pittsburgh, PA | PROGRAM SUPPORT | $10,000 |
| WESTMORELAND MUSEUM OF Greensburg, PA | PROGRAM SUPPORT | $10,000 |
| THE PITTSBURGH CULTURAL TRUST Pittsburgh, PA | PROGRAM SUPPORT | $10,000 |
| FRICK ART AND HISTORICAL CENTER Pittsburgh, PA | PROGRAM SUPPORT | $10,000 |
| SHRINER'S HOSPITAL FOR CHILDREN OF ERIE Erie, PA | PROGRAM SUPPORT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James Ferguson | Co-Trustee | 1 | $17,123 |
| Fifth Third Bank N a | Co-Trustee | 1 | $34,532 |
Frequently Asked Questions
How large is Roesch Family Charitable Trust?
As of 2024, Roesch Family Charitable Trust holds $1.9M in total assets with $76K in annual revenue. It awarded 9 grants totaling $135K in 2024.
Where does Roesch Family Charitable Trust operate?
Roesch Family Charitable Trust has awarded grants in Pennsylvania.
What size grants does Roesch Family Charitable Trust award?
In 2024, Roesch Family Charitable Trust awarded 9 grants totaling $135K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Roesch Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Roesch Family Charitable Trust reported a distributable amount of $114K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Roesch Family Charitable Trust's EIN?
Roesch Family Charitable Trust's EIN (Employer Identification Number) is 25-6232091. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.