Tr Ua the Charles Moerlein Fd
CINCINNATI, OH EIN: 31-6020341
Financial Overview
From 2024 IRS Form 990-PF
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
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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
No grants recorded for .
Who else does Tr Ua the Charles Moerlein Fd fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Ohio $435K (94%)
Kentucky $30K (6%)
Cities
CincinnatiFlorenceLouisvilleMiddletownNorwoodSt Martin
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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