Shreve Bess Memorial Fund Ochr

TOLEDO, OH EIN: 34-6738742

Shreve Bess Memorial Fund Ochr is a private foundation, based in TOLEDO, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grants totaling $60K. Net investment income was $120K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+4.9% YoY

Annual Giving

$60K

-3.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$60K

-3.5% YoY

Under IRS private-foundation payout rules, Shreve Bess Memorial Fund Ochr reported a distributable amount of $65K for 2024 — the minimum it must pay out in qualifying distributions.

About Shreve Bess Memorial Fund Ochr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $318K (100%)

States

Ohio

Cities

Findlay

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,222,264	$1,165,231	$1,213,335
Revenue	$122,185	$18,582	$-5,820
Expenses	$65,152	$66,686	$78,287
Qualifying Distributions	$62,641	$64,393	$74,175
Net Investment Income	$119,902	$16,436	$10,595
Distributable Amount	$64,741	$59,099	$61,345

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Blanchard Valley Hospital ($60,230).

Recipient	Purpose	Amount
BLANCHARD VALLEY HOSPITAL FINDLAY, OH	GENERAL OPERATING	$60,230

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KEYBANK N A	TRUSTEE	1	$3,044

Frequently Asked Questions

How large is Shreve Bess Memorial Fund Ochr?

As of 2024, Shreve Bess Memorial Fund Ochr holds $1.2M in total assets with $122K in annual revenue. It awarded 1 grants totaling $60K in 2024.

Where does Shreve Bess Memorial Fund Ochr operate?

Shreve Bess Memorial Fund Ochr has awarded grants in Ohio.

What size grants does Shreve Bess Memorial Fund Ochr award?

In 2024, Shreve Bess Memorial Fund Ochr awarded 1 grants totaling $60K — an average of about $60K per grant, based on its IRS Form 990 filings.

How much is Shreve Bess Memorial Fund Ochr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Shreve Bess Memorial Fund Ochr reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Shreve Bess Memorial Fund Ochr's EIN?

Shreve Bess Memorial Fund Ochr's EIN (Employer Identification Number) is 34-6738742. IRS Form 990 filing data is available on this page for 2019–2024.