The Thomas J Emery Memorial

CINCINNATI, OH EIN: 31-0536711

The Thomas J Emery Memorial is a private foundation based in Cincinnati, Ohio, established in 1925 by prominent Cincinnati philanthropists Thomas J. Emery and Mary M. Emery. Thomas was an industrialist and real estate developer who made significant contributions to Cincinnati's development. Mary Emery, known as "Cincinnati's Lady Bountiful," provided the inspiration and capital to build the Village of Mariemont. The foundation operates as a non-operating foundation dedicated to improving the lives of Greater Cincinnati citizens.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$33.9M

+7.8% YoY

Annual Giving

$1.6M

-0.6% YoY

Grant Count

67

+1.5% YoY

Avg Grant Size

$24K

-2.1% YoY

Under IRS private-foundation payout rules, The Thomas J Emery Memorial reported a distributable amount of $1.7M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's stated purpose, as outlined in Mary M. Emery's Last Will and Testament, is "to secure a citizenry which shall be more sane, sound and effective because of more satisfactory initial conditions of environment and education." The Memorial supports the "physical, social, civic and educational betterment" of individuals.

The foundation makes grants that enhance the lives of Greater Cincinnati citizens by improving their social, cultural, educational, civic, and physical conditions. Primary funding areas include education, human services, and cultural institutions.

Grantmaking

The Memorial generally supports capital and program needs. A limited number of grants are made for operating support, endowments, and selected federated campaigns. The Memorial will not provide continuing operational support to a grantee.

Grant Range

s and Activity:**

Average Grant

amount: $22,017 to $27,000

Review Cycle

and application procedures.

Grant Types

**

How to Apply

**

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Geographic Focus

Where this funder awards grants

The Memorial primarily funds organizations in the Greater Cincinnati area, including:

  • Ohio counties: Hamilton, Butler, Clermont, and Warren
  • Kentucky counties: Boone, Campbell, and Kenton
  • Indiana: Dearborn County

Grantmaking reaches organizations across multiple states, with primary concentration in Ohio and Kentucky.

Grant Distribution by State

5states

Cities

BostonCincinnatiClarksvilleClarkvilleConcordCovingtonFlorenceFort MitchellGambierHamiltonLovelandMariemontMilfordNewportOaklandSt Martin

Financial History

Multi-year comparison from IRS filings

Most Recent Financial Data (2024):

  • Total assets: $33,897,481
  • Total giving: $1,908,402
  • Total revenue: $2,413,450
  • Total expenses: $1,981,004
  • Annual income: $11.6M

Historical Growth: Total assets have grown from $24M in 2011 to $31.4M in 2023. Annual distributions have ranged between $1.4M and $2.6M from 2020 to 2023, with the highest grantmaking activity in 2022 at $2.6M distributed across 64 grants.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$5M20202021202220232024
Metric202420232022
Total Assets$33,897,481$31,436,456$29,164,116
Revenue$2,413,450$1,058,447$1,137,000
Expenses$1,981,004$1,808,712$1,270,781
Qualifying Distributions$1,908,402$1,882,754$1,485,272
Net Investment Income$2,245,343$902,075$1,000,603
Distributable Amount$1,694,625$1,484,760$1,437,309

Giving Over Time

Total grant dollars and number of grants per year

$0$400K$800K$1M$2M57 grants202070 grants202132 grants202266 grants202367 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ARTSWAVE$110KMARIEMONT PRESERVATION F…$100KBOYS & GIRLS CLUBS OF GR…$75KCENTRAL CLINIC BEHAVIORA…$50KCHILDREN'S HOME OF CINCI…$50KCINCINNATI SYMPHONY ORCH…$50KMANIFEST CREATIVE RESEAR…$50KCINCINNATI WORKS INC$25KSANTA MARIA COMMUNITY SE…$25KBIG BROTHERS BIG SISTERS…$20K

Grant Size Distribution

232 grants across all recorded years

198<$50K26$50–100K7$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Artswave ($110,000), Mariemont Preservation Foundation ($100,000), Boys & Girls Clubs of Greater Cincinnati ($75,000).

RecipientPurposeAmount
AMERICAN NATIONAL RED CROSS -CINCINNATI CHAPTER CINCINNATI, OHCHARITABLE PURPOSES$10,000
APARTMENT ASSOCIATION OUTREACH CINCINNATI, OHCHARITABLE PURPOSES$5,000
ARTSWAVE CINCINNATI, OH2024 CAMPAIGN$110,000
BEST POINT EDUCATION AND BEHAVIORAL HEALTH CINCINNATI, OHCHARITABLE PURPOSES$5,000
BIG BROTHERS BIG SISTERS OF GREATER CINCINNATI CINCINNATI, OHCHARITABLE PURPOSES$20,000
BOY SCOUTS OF AMERICA - DAN BEARD COUNCIL CINCINNATI, OHCHARITABLE PURPOSES$15,000
BOYS & GIRLS CLUBS OF GREATER CINCINNATI CINCINNATI, OHCHARITABLE PURPOSES$75,000
BREAKTHROUGH CINCINNATI CINCINNATI, OHCHARITABLE PURPOSES$15,000
CAMPING AND EDUCATION FOUNDATION CINCINNATI, OHCHARITABLE PURPOSES$10,000
CENTER FOR ADDICTION TREATMENT CINCINNATI, OHCHARITABLE PURPOSES$20,000

Leadership & Key People

Leadership team and compensation from IRS filings

  • Lee A Carter – President (5 hours/week, $15,000 compensation)
  • John F Barrett – Vice President (1 hour/week)
  • Michael A Hirschfeld – Secretary (1 hour/week)
  • Thomas L Williams – Treasurer (1 hour/week)
  • Jeffrey P March – Trustee (1 hour/week)

The foundation is governed by 5 officers and trustees. The Greater Cincinnati Foundation serves as the principal officer.

Compensation Overview

From 2024 IRS filing

LEE A CARTERPRESIDENT$15K

From 2024 filing

NameTitleHoursCompensation
LEE A CARTERPRESIDENT5$15,000
JOHN F BARRETTVICE PRESIDENT1
MICHAEL A HIRSCHFELDSECRETARY1
THOMAS L WILLIAMSTREASURER1
JEFFREY P MARCHTRUSTEE1

Contact Information

Frequently Asked Questions

What does The Thomas J Emery Memorial fund?

The foundation's stated purpose, as outlined in Mary M. Emery's Last Will and Testament, is "to secure a citizenry which shall be more sane, sound and effective because of more satisfactory initial conditions of environment and education." The Memorial supports the "physical, social, civic and educational betterment" of individuals. The foundation makes grants that enhance the lives of Greater Cincinnati citizens by improving their social, cultural, educational, civic, and physical conditions. …

How do I apply for a grant from The Thomas J Emery Memorial?

**Grant Sizes and Activity:** • Total assets: $33,897,481 • Annual giving: $1,590,000 to $1,908,402 (recent years) • Grant range: $1,500 to $370,888 • Average grant amount: $22,017 to $27,000 • Median grant amount: $15,000 to $21,009 • Recent grantmaking activity: 153 grants awarded in 2024; 257 total grants made historically • Giving rate: 5.8% **Grant Types:** The Memorial generally supports capital and program needs. A limited number of grants are made for operating support, endowments, and …

Where does The Thomas J Emery Memorial make grants?

The Memorial primarily funds organizations in the Greater Cincinnati area, including: • **Ohio counties:** Hamilton, Butler, Clermont, and Warren • **Kentucky counties:** Boone, Campbell, and Kenton • **Indiana:** Dearborn County Grantmaking reaches organizations across multiple states, with primary concentration in Ohio and Kentucky.

What size grants does The Thomas J Emery Memorial award?

In 2024, The Thomas J Emery Memorial awarded 67 grants totaling $1.6M — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is The Thomas J Emery Memorial required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Thomas J Emery Memorial reported a distributable amount of $1.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Thomas J Emery Memorial's EIN?

The Thomas J Emery Memorial's EIN (Employer Identification Number) is 31-0536711. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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