The Charles L Shor Foundation Inc
The Charles L Shor Foundation Inc is a private foundation based in Cincinnati, Ohio. It makes grants to charitable organizations; in 2024, its grants included support for education, youth services, health care, and community assistance organizations.
The Charles L Shor Foundation Inc at a glance
In short: The Charles L Shor Foundation Inc gave $1.6M across 24 grants in 2024 (avg $69K), top state Ohio. 63% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,645,637
- +4.0% vs 2023
- Grants made (2024)
- 24
- -7.7% vs 2023
- Average grant
- $68,568
- +12.7% vs 2023
- Median grant
- $31,629
- Total assets
- $27,117,222
- -5.0% vs 2023
- New grantees (estimate)
- 63% first-time grantees (15 of 24, 2024; small sample)
- Primary geography
- Ohio (42% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Charles L Shor Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 441 Vine Street 200, Cincinnati, OH 45202
Phone: (513) 702-3011
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Charles L Shor Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Society of Manufacturing Engineering ($500K). Together the top 10 received $1.4M.
Grant Size Distribution
79 grants across all recorded years
The most common grant size was under $50K: 55 grants of 79 (70%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars went to recipients in Ohio (42%), Michigan (30%), Indiana (13%), Kentucky (8%), and Pennsylvania (6%).
Grant Distribution by State
Share of 2024 grant dollars across all 24 itemized grants.
States
Cities
Is The Charles L Shor Foundation Inc open to new grantees?
63%
first-time grantees, 2024
In 2024, 15 of 24 grantees (63%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $86K; repeat grants $39K. How we count
Medians: $38K first-time, $25K repeat.
- 38% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 192% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.6M (2020) to $1.6M (2024). In 2024 it made 24 grants totaling $1.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Society of Manufacturing Engineering Southfield, MI | To Further Charitable Works | $500,000 |
| Southern Ohio Technical Institute Cincinnati, OH | To Further Charitable Works | $176,000 |
| Cincinnati State Foundation Cincinnati, OH | To Further Charitable Works | $130,000 |
| Ivy Tech Foundation Indianapolis, IN | To Further Charitable Works | $126,500 |
| Cincinnati Youth Collaborative Cincinnati, OH | To Further Charitable Works | $125,000 |
| The Community Foundation of Western Pa & Eastern OH Sharon, PA | To Further Charitable Works | $105,511 |
| Agape Therapeutic Riding Res Greenfield, IN | To Further Charitable Works | $80,000 |
| Uc Barrett Cancer Center Cincinnati, OH | To Further Charitable Works | $75,000 |
| Gateway Community Technical College Florence, KY | To Further Charitable Works | $68,000 |
| Hope Meadows Foundation Wadsworth, OH | To Further Charitable Works | $60,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $27,117,222 | $1,220,989 | $2,677,500 | $1,645,637 | 24 | $2,584,219 | $1,127,708 | $1,348,288 |
| 2023 | $28,542,322 | $766,949 | $2,938,843 | $1,582,025 | 26 | $2,910,624 | $1,254,664 | $1,419,829 |
| 2022 | $30,539,471 | $1,739,009 | $2,428,927 | $1,630,050 | 17 | $2,392,573 | $1,728,659 | $1,425,076 |
| 2020 | $29,683,940 | $866,273 | $1,902,797 | $1,552,717 | 12 | — | $2,031,155 | $1,553,009 |
Under IRS private-foundation payout rules, The Charles L Shor Foundation Inc reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grantees include organizations with varied missions. For example, Cincinnati Youth Collaborative says it empowers young people to overcome barriers and excel in education, career, and life. People Working Cooperatively says it performs critical home repairs and services so low-income homeowners can remain in their homes safely and independently. Hope Meadows Foundation describes its work as providing equine-assisted mental health services.
Grantmaking
In 2024, the foundation reported 24 grants totaling $1,645,637. Grant amounts ranged from $358 to $500,000, with a median of $31,629. The largest grants included $500,000 to the Society of Manufacturing Engineering, $176,000 to Southern Ohio Technical Institute, $130,000 to Cincinnati State Foundation, $126,500 to Ivy Tech Foundation, and $125,000 to Cincinnati Youth Collaborative. Other notable grants included $105,511 to the Community Foundation of Western PA & Eastern OH, $80,000 to Agape Therapeutic Riding Res, and $75,000 to UC Barrett Cancer Center.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Charles L Shor as director, Gerry Otto as CEO, secretary and chair, and Michael Berghaus as treasurer and vice chair.
The Charles L Shor Foundation Inc is led by Gerry Otto, CEO, Secretary & Chair since 2024 (on filings since 2020); 2 of 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Gerry Otto
CEO, Secretary & Chair
Treasurer → CEO, Secretary & Chair, 2024
On filings since 2020
36 hrs/week
$57K (2020) → $184K (2024)
Charles L. Shor
Director
On filings since 2020
35 hrs/week
No compensation reported
Michael Berghaus
Treasurer & Vice Chair
New on the 2024 filing
36 hrs/week
$39K (2024)
Former officers (1)
- Former: Nick Ramler (2020–2023) — Secretary
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $184K, to Gerry Otto (CEO, Secretary & Chair). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Charles L Shor Foundation Inc
How much does The Charles L Shor Foundation Inc give each year?
The Charles L Shor Foundation Inc gave $1.6M across 24 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.6M across 26 grants.
What is The Charles L Shor Foundation Inc's typical grant size?
The Charles L Shor Foundation Inc's median grant in 2024 was $31,629, and its average grant was $68,568, across 24 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Charles L Shor Foundation Inc that year got $86K on average.
Where does The Charles L Shor Foundation Inc give grants?
The Charles L Shor Foundation Inc's top state is Ohio, with 42% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Michigan (30%) and Indiana (13%). The most frequent recipient cities were Cincinnati, OH (11 grants) and Washington, DC (2 grants).
Does The Charles L Shor Foundation Inc give general operating support?
Not in 2024: none of the 24 grants with a stated purpose on The Charles L Shor Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Further Charitable Works" (24 grants).
Who are The Charles L Shor Foundation Inc's largest grantees?
The Charles L Shor Foundation Inc's largest 2024 grantees include Society of Manufacturing Engineering ($500,000), Southern Ohio Technical Institute ($176,000) and Cincinnati State Foundation ($130,000), according to its 2024 IRS Form 990-PF. Together they received 49% of its itemized 2024 grant dollars.
How large is The Charles L Shor Foundation Inc?
The Charles L Shor Foundation Inc reported $27.1M in total assets on its 2024 IRS Form 990-PF. It paid out $2.6M in qualifying distributions that year, against a required minimum of $1.3M (roughly 5% of its investment assets).
What does The Charles L Shor Foundation Inc fund?
No mission statement for the foundation is provided. Its 2024 grantees include organizations with varied missions. For example, Cincinnati Youth Collaborative says it empowers young people to overcome barriers and excel in education, career, and life. See mission & focus areas ↑
How do I apply for a grant from The Charles L Shor Foundation Inc?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Charles L Shor Foundation Inc's EIN?
The Charles L Shor Foundation Inc's EIN (Employer Identification Number) is 30-0124473. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Charles L Shor Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The Charles L Shor Foundation Inc funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/the-charles-l-shor-foundation-inc-morg_2f78985cc4e7477cab5dca0fe4e4ec3a
BibTeX
@misc{grantable_300124473_2026,
author = {{Grantable}},
title = {{The Charles L Shor Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-charles-l-shor-foundation-inc-morg_2f78985cc4e7477cab5dca0fe4e4ec3a},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Charles L Shor Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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