Tr Ua the Charles Moerlein Fd
Tr Ua the Charles Moerlein Fd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 4 grants totaling $100K. Net investment income was $72K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
-2.0% YoY
Annual Giving
$100K
+33.3% YoY
Grant Count
4
+33.3% YoY
Avg Grant Size
$25K
+0.0% YoY
Under IRS private-foundation payout rules, Tr Ua the Charles Moerlein Fd reported a distributable amount of $96K for 2024 — the minimum it must pay out in qualifying distributions.
About Tr Ua the Charles Moerlein Fd
Based on IRS filings
Tr Ua the Charles Moerlein Fd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 4 grants totaling $100K. Net investment income was $72K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,647,640 | $1,681,735 | $1,699,824 |
| Revenue | $100,413 | $83,293 | $126,786 |
| Expenses | $134,509 | $101,382 | $202,660 |
| Qualifying Distributions | $105,676 | $79,398 | $170,788 |
| Net Investment Income | $71,950 | $62,250 | $98,024 |
| Distributable Amount | $96,375 | $89,588 | $100,257 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Caracole Inc ($37,500), Cincinnati Union Bethel ($25,000), Hope House Rescue Mission Inc ($18,750).
| Recipient | Purpose | Amount |
|---|---|---|
| CINCINNATI UNION BETHEL CINCINNATI, OH | PROJECT/PROGRAM SUPPORT | $25,000 |
| CARACOLE INC CINCINNATI, OH | GENERAL OPERATING SUPPORT | $37,500 |
| HOPE HOUSE RESCUE MISSION INC MIDDLETOWN, OH | GENERAL OPERATING SUPPORT | $18,750 |
| LYDIAS HOUSE INC NORWOOD, OH | PROJECT/PROGRAM SUPPORT | $18,750 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | 1 | $31,808 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Tr Ua the Charles Moerlein Fd?
Tr Ua the Charles Moerlein Fd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $1.6M in total assets as of 2024.
How large is Tr Ua the Charles Moerlein Fd?
As of 2024, Tr Ua the Charles Moerlein Fd holds $1.6M in total assets with $100K in annual revenue. It awarded 4 grants totaling $100K in 2024.
Where does Tr Ua the Charles Moerlein Fd operate?
Tr Ua the Charles Moerlein Fd has awarded grants in Kentucky, Ohio.
What size grants does Tr Ua the Charles Moerlein Fd award?
In 2024, Tr Ua the Charles Moerlein Fd awarded 4 grants totaling $100K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Tr Ua the Charles Moerlein Fd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ua the Charles Moerlein Fd reported a distributable amount of $96K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr Ua the Charles Moerlein Fd's EIN?
Tr Ua the Charles Moerlein Fd's EIN (Employer Identification Number) is 31-6020341. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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