Sole Surv Tr Uw Charles E Schell
Sole Surv Tr Uw Charles E Schell is a private foundation focused on Education, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $16.1M in total assets. In 2025, it awarded 5 grants totaling $880K. Net investment income was $1.6M.
Sole Surv Tr Uw Charles E Schell at a glance
In short: Sole Surv Tr Uw Charles E Schell gave $880K across 5 grants in 2025 (avg $176K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $880,000
- +5.6% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $176,000
- +5.6% vs 2024
- Median grant
- $2,200
- Total assets
- $16,130,125
- +4.6% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Sole Surv Tr Uw Charles E Schell funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Chas E Schell Foundation for Education ($871K). Together the top 5 received $880K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 20 grants of 25 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Sole Surv Tr Uw Charles E Schell gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $724K (2020) to $1.1M (2022). In 2025 it made 5 grants totaling $880K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chas E Schell Foundation for Education Cincinnati, OH | Scholarship | $871,200 |
| Boy Scouts of America Cincinnati, OH | Annual Fund | $2,200 |
| Best Point Education & Behavioral Health Cincinnati, OH | Annual Fund | $2,200 |
| Girl Scouts of Western Ohio Blue Ash, OH | Annual Fund | $2,200 |
| Starfire Council of Greater Cincinnati, OH | Annual Fund | $2,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $16,130,125 | $1,783,434 | $1,066,636 | $880,000 | 5 | $904,280 | $1,640,173 | $952,602 |
| 2024 | $15,416,258 | $1,029,591 | $1,008,050 | $833,600 | 5 | $861,233 | $882,452 | $895,768 |
| 2023 | $15,390,923 | $541,006 | $987,204 | $808,800 | 5 | $833,210 | $399,959 | $840,721 |
| 2022 | $15,844,206 | $1,073,780 | $1,275,298 | $1,056,479 | 5 | $1,059,266 | $878,769 | $903,473 |
| 2021 | $16,046,703 | $1,403,733 | $976,921 | $819,265 | 5 | — | $1,239,640 | $919,939 |
| 2020 | $15,622,660 | $341,402 | $894,075 | $723,569 | 5 | — | $244,351 | $810,135 |
Under IRS private-foundation payout rules, Sole Surv Tr Uw Charles E Schell reported a distributable amount of $953K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sole Surv Tr Uw Charles E Schell's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$135K (2020) → $161K (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 $161K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Sole Surv Tr Uw Charles E Schell
How much does Sole Surv Tr Uw Charles E Schell give each year?
Sole Surv Tr Uw Charles E Schell gave $880K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $834K across 5 grants.
What is Sole Surv Tr Uw Charles E Schell's typical grant size?
Sole Surv Tr Uw Charles E Schell's median grant in 2025 was $2,200, and its average grant was $176,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does Sole Surv Tr Uw Charles E Schell give grants?
Sole Surv Tr Uw Charles E Schell gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cincinnati, OH (4 grants).
Does Sole Surv Tr Uw Charles E Schell give general operating support?
Yes: 80% of Sole Surv Tr Uw Charles E Schell's 2025 grants with a stated purpose (4 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Sole Surv Tr Uw Charles E Schell's largest grantees?
Sole Surv Tr Uw Charles E Schell's largest 2025 grantees include Chas E Schell Foundation for Education ($871,200), Boy Scouts of America ($2,200) and Best Point Education & Behavioral Health ($2,200), according to its 2025 IRS Form 990-PF.
How large is Sole Surv Tr Uw Charles E Schell?
Sole Surv Tr Uw Charles E Schell reported $16.1M in total assets on its 2025 IRS Form 990-PF. It paid out $904K in qualifying distributions that year, against a required minimum of $953K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Sole Surv Tr Uw Charles E Schell?
Sole Surv Tr Uw Charles E Schell is a private foundation focused on Education, based in Cincinnati, OH. It holds $16.1M in total assets as of 2025.
What is Sole Surv Tr Uw Charles E Schell's EIN?
Sole Surv Tr Uw Charles E Schell's EIN (Employer Identification Number) is 31-6019719. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 11, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Sole Surv Tr Uw Charles E Schell funds
Education Open opportunities, soonest deadline first.
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