Tr UA the Charles Moerlein FD
Tr UA the Charles Moerlein FD is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 5 grants totaling $90K. Net investment income was $169K.
Tr UA the Charles Moerlein FD at a glance
In short: Tr UA the Charles Moerlein FD gave $90K across 5 grants in 2025 (avg $18K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $90,000
- -10.0% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $18,000
- -28.0% vs 2024
- Median grant
- $25,000
- Total assets
- $1,718,827
- +4.3% vs 2024
- Primary geography
- Ohio (94% 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 the Charles Moerlein FD funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Tikkun Farm ($25K). Together the top 5 received $90K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Tr UA the Charles Moerlein FD gives
- Giving fell 47% from 2022 to 2025. Method
- In 2025 it paid out 95% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $50K (2021) to $170K (2022). In 2025 it made 5 grants totaling $90K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tikkun Farm Cincinnati, OH | Project/Program Support | $25,000 |
| Central Clinic Behavior Health Cincinnati, OH | General Operating | $25,000 |
| Sleep in Heavenly Peace Liberty Township, OH | General Operating | $25,000 |
| The Healing Center Cincinnati, OH | General Operating | $10,000 |
| Bawac Inc Florence, KY | General Operating | $5,000 |
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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 | $1,718,827 | $198,819 | $127,627 | $90,000 | 5 | $96,807 | $169,084 | $101,558 |
| 2024 | $1,647,640 | $100,413 | $134,509 | $100,000 | 4 | $105,676 | $71,950 | $96,375 |
| 2023 | $1,681,735 | $83,293 | $101,382 | $75,000 | 3 | $79,398 | $62,250 | $89,588 |
| 2022 | $1,699,824 | $126,786 | $202,660 | $170,000 | 7 | $170,788 | $98,024 | $100,257 |
| 2021 | $1,775,702 | $159,339 | $78,709 | $50,000 | 2 | — | $128,244 | $102,225 |
| 2020 | $1,695,075 | $71,736 | $103,766 | $70,000 | 3 | — | $45,557 | $88,956 |
Under IRS private-foundation payout rules, Tr UA the Charles Moerlein FD reported a distributable amount of $102K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr UA the Charles Moerlein FD'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
$24K (2020) → $34K (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 $34K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Tr UA the Charles Moerlein FD
How much does Tr UA the Charles Moerlein FD give each year?
Tr UA the Charles Moerlein FD gave $90K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 4 grants.
What is Tr UA the Charles Moerlein FD's typical grant size?
Tr UA the Charles Moerlein FD's median grant in 2025 was $25,000, and its average grant was $18,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does Tr UA the Charles Moerlein FD give grants?
Tr UA the Charles Moerlein FD gives mostly in Ohio: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Kentucky (6%). The most frequent recipient cities were Cincinnati, OH (3 grants).
Does Tr UA the Charles Moerlein FD give general operating support?
Yes: 80% of Tr UA the Charles Moerlein FD's 2025 grants with a stated purpose (4 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tr UA the Charles Moerlein FD's largest grantees?
Tr UA the Charles Moerlein FD's largest 2025 grantees include Tikkun Farm ($25,000), Central Clinic Behavior Health ($25,000) and Sleep in Heavenly Peace ($25,000), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.
How large is Tr UA the Charles Moerlein FD?
Tr UA the Charles Moerlein FD reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $97K in qualifying distributions that year, against a required minimum of $102K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
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 February 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 11, 2026)
- IRS filings on file for fiscal years 2020–2025
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