Succ Tr UA Adelle Kagan Char
Succ Tr UA Adelle Kagan Char is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $397K in total assets. In 2025, it awarded 1 grant totaling $22K. Net investment income was $51K.
Succ Tr UA Adelle Kagan Char at a glance
In short: Succ Tr UA Adelle Kagan Char gave $22K across 1 grant in 2025 (avg $22K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,000
- +10.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $22,000
- +10.0% vs 2024
- Median grant
- $22,000
- Total assets
- $397,177
- +6.9% vs 2024
- Primary geography
- Illinois (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 Succ Tr UA Adelle Kagan Char funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Jewish Federation of Metro Chicago ($22K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Succ Tr UA Adelle Kagan Char gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $17K (2019) to $25K (2022). In 2025 it made 1 grant totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Metro Chicago Chicago, IL | Scholarship | $22,000 |
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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 | $397,177 | $56,697 | $31,028 | $22,000 | 1 | $24,501 | $50,948 | $21,684 |
| 2024 | $371,521 | $43,241 | $28,339 | $20,000 | 1 | $21,692 | $36,995 | $20,881 |
| 2023 | $356,591 | $22,489 | $27,315 | $20,000 | 1 | $21,573 | $16,356 | $19,160 |
| 2022 | $361,473 | $7,342 | $33,167 | $25,000 | 1 | $26,513 | $1,802 | $20,385 |
| 2021 | $387,352 | $40,059 | $33,035 | $25,000 | 1 | $25,515 | $31,920 | $22,507 |
| 2020 | $380,260 | $14,010 | $28,576 | $20,000 | 1 | — | $7,399 | $19,705 |
| 2019 | $394,988 | $84,365 | $24,612 | $17,255 | 1 | — | $77,168 | $19,112 |
Under IRS private-foundation payout rules, Succ Tr UA Adelle Kagan Char reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Succ Tr UA Adelle Kagan Char'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
$6K (2020) → $7K (2025)
Former officers (1)
- Former: Fifth Third Bank (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $7K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Succ Tr UA Adelle Kagan Char
How much does Succ Tr UA Adelle Kagan Char give each year?
Succ Tr UA Adelle Kagan Char gave $22K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 1 grant.
How large is Succ Tr UA Adelle Kagan Char?
Succ Tr UA Adelle Kagan Char reported $397K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
Where does Succ Tr UA Adelle Kagan Char operate?
Succ Tr UA Adelle Kagan Char has awarded grants in Illinois.
What is Succ Tr UA Adelle Kagan Char's EIN?
Succ Tr UA Adelle Kagan Char's EIN (Employer Identification Number) is 36-6979675. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 22, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 21, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Succ Tr UA Adelle Kagan Char funds
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