Stella M Buerger Charitable Trust

CINCINNATI, OH EIN: 31-6436462

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.

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $215K (89%)

Kentucky $26K (11%)

States

Kentucky Ohio

Cities

CincinnatiCinicnnatiCovingtonEvendaleHamiltonHighland HeightsLovelandMilford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 include Elder High School ($10,000), Seton High School ($10,000), Cincinnati Nature Center ($5,000).

Recipient	Purpose	Amount
CINCINNATI NATURE CENTER MILFORD, OH	PROMOTE CHARITABLE PURPOSE	$5,000
ELDER HIGH SCHOOL CINICNNATI, OH	PROMOTE CHARITABLE PURPOSE	$10,000
NKU FOUNDATION INC HIGHLAND HEIGHTS, KY	PROMOTE CHARITABLE PURPOSE	$5,000
SETON HIGH SCHOOL CINCINNATI, OH	PROMOTE CHARITABLE PURPOSE	$10,000
SPRINGER SCHOOL CINCINNATI, OH	PROMOTE CHARITABLE PURPOSE	$2,500
CISE CINCINNATI, OH	PROMOTE CHARITABLE PURPOSE	$5,000
CINCINNATI MUSEUM CENTER CINCINNATI, OH	PROMOTE CHARITABLE PURPOSE	$5,000
NOTRE DAME URBAN EDUCATION CENTER COVINGTON, KY	PROMOTE CHARITABLE PURPOSE	$2,500
PREGNANCY CENTER WEST CINCINNATI, OH	PROMOTE CHARITABLLE PURPOSE	$2,500
ST RITA SCHOOL FOR THE DEAF EVENDALE, OH	PROMOTE CHARITABLE PURPOSE	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 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.