Stella M Buerger Charitable Trust
Stella M Buerger Charitable Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 11 grants totaling $58K. Net investment income was $63K.
Key facts about Stella M Buerger Charitable Trust
- EIN
- 31-6436462
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $57,500
- Grants made (2024)
- 11
- Average grant
- $5,227
- Median grant
- $5,000
- New grantees (estimate)
- 18% first-time grantees (2 of 11, 2024)
- Total assets
- $1,011,659
- Primary geography
- Ohio (87% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Stella M Buerger Charitable Trust funds
By grant dollars, the top recipient states for Stella M Buerger Charitable Trust's 11 itemized 2024 grants were Ohio (87%) and Kentucky (13%). The most frequent recipient cities were Cincinnati, OH (6 grants). None of its 11 grants with a stated purpose were described as general or operating support. Recurring purposes include "Promote Charitable Purpose" (10 grants).
Is Stella M Buerger Charitable Trust open to new grantees?
18%
first-time grantees, 2024
In 2024, 2 of 11 grantees (18%) were first-time recipients. First grants averaged $4K; repeat grants $6K. How we count
Medians: $4K first-time, $5K repeat.
- 55% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+4%). Method
- In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Stella M Buerger Charitable Trust
- How to evaluate Stella M Buerger Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
-0.4% YoY
Annual Giving
$58K
+64.3% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$5K
+64.3% YoY
Under IRS private-foundation payout rules, Stella M Buerger Charitable Trust reported a distributable amount of $60K for 2024 — the minimum it must pay out in qualifying distributions.
About Stella M Buerger Charitable Trust
Based on IRS filings
Stella M Buerger Charitable Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 11 grants totaling $58K. Net investment income was $63K.
Ready to take the next step with Stella M Buerger Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 11 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,011,659 | $1,015,975 | $1,058,838 |
| Revenue | $88,736 | $26,810 | $52,427 |
| Expenses | $92,873 | $68,599 | $79,530 |
| Qualifying Distributions | $66,871 | $43,812 | $54,396 |
| Net Investment Income | $62,733 | $4,995 | $27,292 |
| Distributable Amount | $59,814 | $55,460 | $57,149 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
61 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Elder High School ($10,000), Seton High School ($10,000), Cincinnati Nature Center ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ELDER HIGH SCHOOL Cinicnnati, OH | PROMOTE CHARITABLE PURPOSE | $10,000 |
| SETON HIGH SCHOOL Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $10,000 |
| CINCINNATI NATURE CENTER Milford, OH | PROMOTE CHARITABLE PURPOSE | $5,000 |
| NKU FOUNDATION INC Highland Heights, KY | PROMOTE CHARITABLE PURPOSE | $5,000 |
| CISE Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $5,000 |
| CINCINNATI MUSEUM CENTER Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $5,000 |
| ST RITA SCHOOL FOR THE DEAF Evendale, OH | PROMOTE CHARITABLE PURPOSE | $5,000 |
| CHANGING GEARS Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $5,000 |
| SPRINGER SCHOOL Cincinnati, OH | PROMOTE CHARITABLE PURPOSE | $2,500 |
| NOTRE DAME URBAN EDUCATION CENTER Covington, KY | PROMOTE CHARITABLE PURPOSE | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| William H Fry | Trustee | 1.5 | $5,003 |
| Terence K Fry | Trustee | 1.5 | $5,003 |
| Addison C Fry | Trustee | 1.5 | $5,003 |
Frequently Asked Questions
How large is Stella M Buerger Charitable Trust?
As of 2024, Stella M Buerger Charitable Trust holds $1.0M in total assets with $89K in annual revenue. It awarded 11 grants totaling $58K in 2024.
Where does Stella M Buerger Charitable Trust operate?
Stella M Buerger Charitable Trust has awarded grants in Kentucky, Ohio.
What size grants does Stella M Buerger Charitable Trust award?
In 2024, Stella M Buerger Charitable Trust awarded 11 grants totaling $58K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Stella M Buerger Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stella M Buerger Charitable Trust reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stella M Buerger Charitable Trust's EIN?
Stella M Buerger Charitable Trust's EIN (Employer Identification Number) is 31-6436462. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.