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 2024. As of 2024, the organization holds $15.4M in total assets. In 2024, it awarded 5 grants totaling $834K. Net investment income was $882K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$15.4M
+0.2% YoY
Annual Giving
$834K
+3.1% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$167K
+3.1% YoY
Under IRS private-foundation payout rules, Sole Surv Tr Uw Charles E Schell reported a distributable amount of $896K for 2024 — the minimum it must pay out in qualifying distributions.
About Sole Surv Tr Uw Charles E Schell
Based on IRS filings
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 2024. As of 2024, the organization holds $15.4M in total assets. In 2024, it awarded 5 grants totaling $834K. Net investment income was $882K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,416,258 | $15,390,923 | $15,844,206 |
| Revenue | $1,029,591 | $541,006 | $1,073,780 |
| Expenses | $1,008,050 | $987,204 | $1,275,298 |
| Qualifying Distributions | $861,233 | $833,210 | $1,059,266 |
| Net Investment Income | $882,452 | $399,959 | $878,769 |
| Distributable Amount | $895,768 | $840,721 | $903,473 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Chas E Schell Foundation for Education ($825,264), Boy Scouts of America ($2,084), Children's Home of Cincinnati Ohio Inc ($2,084).
| Recipient | Purpose | Amount |
|---|---|---|
| BOY SCOUTS OF AMERICA CINCINNATI, OH | ANNUAL FUND | $2,084 |
| CHILDREN'S HOME OF CINCINNATI OHIO INC CINCINNATI, OH | ANNUAL FUND | $2,084 |
| GIRL SCOUTS OF WESTERN OHIO BLUE ASH, OH | ANNUAL FUND | $2,084 |
| STARFIRE COUNCIL OF GREATER CINCINNATI, OH | ANNUAL FUND | $2,084 |
| CHAS E SCHELL FOUNDATION FOR EDUCATION CINCINNATI, OH | SCHOLARSHIP | $825,264 |
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 | $160,859 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $15.4M in total assets as of 2024.
How large is Sole Surv Tr Uw Charles E Schell?
As of 2024, Sole Surv Tr Uw Charles E Schell holds $15.4M in total assets with $1.0M in annual revenue. It awarded 5 grants totaling $834K in 2024.
Where does Sole Surv Tr Uw Charles E Schell operate?
Sole Surv Tr Uw Charles E Schell has awarded grants in Ohio.
What size grants does Sole Surv Tr Uw Charles E Schell award?
In 2024, Sole Surv Tr Uw Charles E Schell awarded 5 grants totaling $834K — an average of about $167K per grant, based on its IRS Form 990 filings.
How much is Sole Surv Tr Uw Charles E Schell required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sole Surv Tr Uw Charles E Schell reported a distributable amount of $896K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.