Sarah & Greg Carmichael Fam Fdtn

CINCINNATI, OH EIN: 87-3357042

Sarah & Greg Carmichael Fam Fdtn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $729K in total assets. In 2024, it awarded 4 grants totaling $30K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$729K

-3.9% YoY

Annual Giving

$30K

-67.0% YoY

Grant Count

-20.0% YoY

Avg Grant Size

$8K

-58.8% YoY

Under IRS private-foundation payout rules, Sarah & Greg Carmichael Fam Fdtn reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.

About Sarah & Greg Carmichael Fam Fdtn

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $97K (66%)

Montana $50K (34%)

Georgia $500 (0%)

States

Georgia Montana Ohio

Cities

AmericusBozemanCincinnatiGardiner

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$729,426	$759,167	$865,006
Revenue	$12,126	$-4,787	$923,772
Expenses	$41,871	$101,052	$58,771
Qualifying Distributions	$32,922	$93,090	$31,800
Net Investment Income	$9,894	$7,581	$558,223
Distributable Amount	$39,812	$36,721	$24,894

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Yellowstone Forever ($25,000), Christ Hospital Foundation for ($2,000), Cincinnati Museum Center ($2,000).

Recipient	Purpose	Amount
HOSPICE OF SOUTHWEST OHIO FOUNDATION CINCINNATI, OH	MEMORIAL DONATION	$1,000
CHRIST HOSPITAL FOUNDATION FOR CINCINNATI, OH	PROJECT/PROGRAM SUPPORT	$2,000
CINCINNATI MUSEUM CENTER CINCINNATI, OH	PROJECT/PROGRAM SUPPORT	$2,000
YELLOWSTONE FOREVER GARDINER, MT	PROJECT/PROGRAM SUPPORT	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIFTH THIRD BANK N A	TRUSTEE	1	$9,342

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Sarah & Greg Carmichael Fam Fdtn?

Sarah & Greg Carmichael Fam Fdtn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $729K in total assets as of 2024.

How large is Sarah & Greg Carmichael Fam Fdtn?

As of 2024, Sarah & Greg Carmichael Fam Fdtn holds $729K in total assets with $12K in annual revenue. It awarded 4 grants totaling $30K in 2024.

Where does Sarah & Greg Carmichael Fam Fdtn operate?

Sarah & Greg Carmichael Fam Fdtn has awarded grants in Georgia, Montana, Ohio.

What size grants does Sarah & Greg Carmichael Fam Fdtn award?

In 2024, Sarah & Greg Carmichael Fam Fdtn awarded 4 grants totaling $30K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Sarah & Greg Carmichael Fam Fdtn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sarah & Greg Carmichael Fam Fdtn reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sarah & Greg Carmichael Fam Fdtn's EIN?

Sarah & Greg Carmichael Fam Fdtn's EIN (Employer Identification Number) is 87-3357042. IRS Form 990 filing data is available on this page for 2022–2024.