Tr Ua the Charles Moerlein Fd

CINCINNATI, OH EIN: 31-6020341

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $435K (94%)

Kentucky $30K (6%)

States

Kentucky Ohio

Cities

CincinnatiFlorenceLouisvilleMiddletownNorwoodSt Martin

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.