Tr UA Hugo Goldsmith

Private foundation · Grantmaker Cincinnati, OH EIN: 31-6020370

Tr UA Hugo Goldsmith is a private foundation focused on Religion Related, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $7.1M in total assets. In 2025, it awarded 2 grants totaling $351K. Net investment income was $430K.

Key facts about Tr UA Hugo Goldsmith

In short: Tr UA Hugo Goldsmith gave $351K across 2 grants in 2025 (avg $176K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

EIN
31-6020370
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$351,000
Grants made (2025)
2
Average grant
$175,500
Median grant
$175,500
Total assets
$7,091,336
Primary geography
Ohio (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$7.1M

-0.1% YoY

Annual Giving

$351K

+11.1% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$176K

+11.1% YoY

Under IRS private-foundation payout rules, Tr UA Hugo Goldsmith reported a distributable amount of $377K for 2025 — the minimum it must pay out in qualifying distributions.

How Tr UA Hugo Goldsmith gives

  • Giving held roughly steady from 2022 to 2025 (−14%). Method
  • In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 2 itemized 2025 grant dollars.

States

Cities

Cincinnati

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K2 grants20202 grants20212 grants20222 grants20232 grants20242 grants2025

From 2020 to 2025, annual grant giving ranged from $300K (2023) to $410K (2022). In 2025 it made 2 grants totaling $351K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Jewish Federation of Cincinnati: $176KJewish Federation ofCincinnati$176KUnited Way of Greater Cincinnati: $176KUnited Way of GreaterCincinnati$176K

The largest 2025 recipient was Jewish Federation of Cincinnati ($176K). Together the top 2 received $351K.

Grant Size Distribution

10 grants across all recorded years

<$50K$50–100K10$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Jewish Federation of Cincinnati Cincinnati, OHGeneral Operating Support$175,500
United Way of Greater Cincinnati Cincinnati, OHGeneral Operating Support$175,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M202020212022202320242025
Metric202520242023
Total Assets$7,091,336$7,096,859$3,973,167
Revenue$501,408$3,520,802$130,597
Expenses$506,680$398,060$375,296
Qualifying Distributions$364,850$328,617$311,650
Net Investment Income$429,846$3,450,207$88,985
Distributable Amount$376,752$315,771$324,219

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)

Leadership & Key People

Officers and directors from IRS filings

Tr UA Hugo Goldsmith'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

    $63K (2020) → $81K (2025)

Data from IRS Form 990 filings, 2020–2025. "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

Fifth Third Bank N a — Trustee: $81KFifth Third Bank N aTrustee$81K

The highest reported compensation on the 2025 filing was $81K, to Fifth Third Bank N a (Trustee).

Frequently asked questions about Tr UA Hugo Goldsmith

How much does Tr UA Hugo Goldsmith give each year?

Tr UA Hugo Goldsmith gave $351K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $316K across 2 grants.

How large is Tr UA Hugo Goldsmith?

Tr UA Hugo Goldsmith reported $7.1M in total assets on its 2025 IRS Form 990-PF. It paid out $365K in qualifying distributions that year, against a required minimum of $377K (roughly 5% of its investment assets).

What is Tr UA Hugo Goldsmith?

Tr UA Hugo Goldsmith is a private foundation focused on Religion Related, based in Cincinnati, OH. It holds $7.1M in total assets as of 2025.

Where does Tr UA Hugo Goldsmith operate?

Tr UA Hugo Goldsmith has awarded grants in Ohio.

What is Tr UA Hugo Goldsmith's EIN?

Tr UA Hugo Goldsmith's EIN (Employer Identification Number) is 31-6020370. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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