Rose Margaret Truax Scholarship Fund

Private foundation · Grantmaker Columbus, OH EIN: 45-6913122

Rose Margaret Truax Scholarship Fund is a private foundation, based in Columbus, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $491K in total assets. In 2025, it awarded 4 grants totaling $20K. Net investment income was $39K.

Key facts about Rose Margaret Truax Scholarship Fund

In short: Rose Margaret Truax Scholarship Fund gave $20K across 4 grants in 2025 (avg $5K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

EIN
45-6913122
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$20,000
Grants made (2025)
4
Average grant
$5,000
Median grant
$6,000
Total assets
$490,727
Primary geography
Ohio (70% 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

$491K

+2.7% YoY

Annual Giving

$20K

+292.2% YoY

Grant Count

4

-33.3% YoY

Avg Grant Size

$5K

+488.2% YoY

Under IRS private-foundation payout rules, Rose Margaret Truax Scholarship Fund reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.

How Rose Margaret Truax Scholarship Fund gives

  • Giving held roughly steady from 2022 to 2025 (−9%). Method
  • In 2025 it paid out 102% 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

4states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

ColumbusAthensKentMariettaSteubenvilleBethanyBexleySt ClairsvilleAdaBelmontBloomsburgCaliforniaDaytonMorgantownWest LibertyWheelingYoungstownClarionFindlay

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K8 grants2019 8 grants2020 6 grants2021 6 grants2022 8 grants2023 6 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $5K (2024) to $22K (2023). In 2025 it made 4 grants totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Pennsylvania Western University: $6KPennsylvania WesternUniversity$6KOhio State University: $6KOhio State University$6KOhio Northern University: $6KOhio Northern University$6KOhio University: $2KOhio University$2K

The largest 2025 recipient was Pennsylvania Western University ($6K). Together the top 4 received $20K.

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 30 grants of 30 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Pennsylvania Western University California, PAScholarships$6,000
Ohio State University Columbus, OHScholarships$6,000
Ohio Northern University Ada, OHScholarships$6,000
Ohio University Athens, OHScholarships$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$490,727$477,860$432,219
Revenue$42,829$58,063$17,331
Expenses$30,421$14,044$31,382
Qualifying Distributions$25,167$10,067$27,501
Net Investment Income$38,900$54,287$13,405
Distributable Amount$24,711$24,484$21,221

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Rose Margaret Truax Scholarship Fund's only listed officer is Huntington National Bank, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Huntington National Bank

    Trustee

    On filings since 2019

    1 hr/week

    $7K (2019) → $8K (2025)

Data from IRS Form 990 filings, 2019–2025. "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

Huntington National Bank — Trustee: $8KHuntington National BankTrustee$8K

The highest reported compensation on the 2025 filing was $8K, to Huntington National Bank (Trustee).

Frequently asked questions about Rose Margaret Truax Scholarship Fund

How much does Rose Margaret Truax Scholarship Fund give each year?

Rose Margaret Truax Scholarship Fund gave $20K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 6 grants.

What is Rose Margaret Truax Scholarship Fund's typical grant size?

Rose Margaret Truax Scholarship Fund's median grant in 2025 was $6,000, and its average grant was $5,000, across 4 grants on its 2025 IRS Form 990-PF.

Where does Rose Margaret Truax Scholarship Fund give grants?

Rose Margaret Truax Scholarship Fund gives mostly in Ohio: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Pennsylvania (30%).

Does Rose Margaret Truax Scholarship Fund give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Rose Margaret Truax Scholarship Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (4 grants).

How large is Rose Margaret Truax Scholarship Fund?

Rose Margaret Truax Scholarship Fund reported $491K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets).

What is Rose Margaret Truax Scholarship Fund's EIN?

Rose Margaret Truax Scholarship Fund's EIN (Employer Identification Number) is 45-6913122. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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