Tr UA Kent Charitable Trust
Tr UA Kent Charitable Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $352K in total assets. In 2025, it awarded 2 grants totaling $19K. Net investment income was $59K.
Tr UA Kent Charitable Trust at a glance
In short: Tr UA Kent Charitable Trust gave $19K across 2 grants in 2025 (avg $10K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $19,300
- +10.2% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $9,650
- +10.2% vs 2024
- Median grant
- $9,650
- Total assets
- $352,068
- +11.9% vs 2024
- Primary geography
- Michigan (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 Tr UA Kent Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Heart of West Mi United Way ($10K). Together the top 2 received $19K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Tr UA Kent Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 111% 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 2020 to 2025, annual grant giving ranged from $18K (2024) to $19K (2025). In 2025 it made 2 grants totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heart of West Mi United Way Grand Rapids, MI | Annual Fund | $9,650 |
| Grand Rapids Community Foundation Grand Rapids, MI | Annual Fund | $9,650 |
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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 | $352,068 | $64,425 | $27,018 | $19,300 | 2 | $21,665 | $59,193 | $19,478 |
| 2024 | $314,664 | $18,499 | $25,023 | $17,520 | 2 | $19,072 | $12,858 | $19,101 |
| 2023 | $321,188 | $20,215 | $24,337 | $18,000 | 2 | $19,361 | $15,103 | $17,322 |
| 2022 | $325,311 | $13,815 | $24,387 | $18,000 | 2 | $18,000 | $8,074 | $18,544 |
| 2021 | $335,885 | $32,261 | $23,947 | $18,000 | 2 | — | $25,706 | $19,906 |
| 2020 | $327,568 | $12,120 | $24,108 | $18,000 | 2 | — | $7,025 | $17,271 |
Under IRS private-foundation payout rules, Tr UA Kent Charitable Trust reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr UA Kent Charitable Trust'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
$5K (2020) → $6K (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
The highest reported compensation on the 2025 filing was $6K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Tr UA Kent Charitable Trust
How much does Tr UA Kent Charitable Trust give each year?
Tr UA Kent Charitable Trust gave $19K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 2 grants.
How large is Tr UA Kent Charitable Trust?
Tr UA Kent Charitable Trust reported $352K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
Where does Tr UA Kent Charitable Trust operate?
Tr UA Kent Charitable Trust has awarded grants in Michigan.
What is Tr UA Kent Charitable Trust's EIN?
Tr UA Kent Charitable Trust's EIN (Employer Identification Number) is 38-6050486. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 9, 2026)
- IRS filings on file for fiscal years 2020–2025
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