Tr Ua the James Foundation Fifth Third Bank

CINCINNATI, OH EIN: 34-6969288

Tr Ua the James Foundation Fifth Third Bank is a private foundation, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $295K in total assets. In 2024, it awarded 9 grants totaling $17K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$295K

-0.4% YoY

Annual Giving

$17K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

+0.0% YoY

Under IRS private-foundation payout rules, Tr Ua the James Foundation Fifth Third Bank reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Ua the James Foundation Fifth Third Bank

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $87K (100%)

States

Ohio

Cities

MaumePerrysburgToledo

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$295,380	$296,551	$309,905
Revenue	$22,961	$10,304	$12,402
Expenses	$24,057	$23,636	$21,378
Qualifying Distributions	$18,647	$18,551	$18,036
Net Investment Income	$17,558	$5,074	$9,718
Distributable Amount	$18,205	$16,856	$17,606

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

41 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Society of St Vincent De Paul St ($2,000), Perrysburg Heights Community Assn ($2,000), Cherry St Mission Ministries ($2,000).

Recipient	Purpose	Amount
SOCIETY OF ST VINCENT DE PAUL ST TOLEDO, OH	ANNUAL GRANT	$2,000
PERRYSBURG HEIGHTS COMMUNITY ASSN PERRYSBURG, OH	ANNUAL GRANT	$2,000
CHERRY ST MISSION MINISTRIES TOLEDO, OH	ANNUAL GRANT	$2,000
TOLEDO NW FOOD BANK TOLEDO, OH	ANNUAL GRANT	$2,000
CATHOLIC CHARITIES DIOCESES OF TOLEDO TOLEDO, OH	PROGRAM SUPPORT	$2,000
HISTORIC SOUTH INITIATIVE TOLEDO, OH	ANNUAL GRANT	$2,000
ST MARTIN DE PORRES CATHOLIC CHURCH TOLEDO, OH	PROGRAM SUPPORT	$2,000
TOLEDO PUBLIC LIBRARY TOLEDO, OH	ANNUAL GRANT	$1,000
ST JOSEPH CATHOLIC CHURCH MAUME MAUME, OH	PROGRAM SUPPORT	$2,000

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	$5,416

Frequently Asked Questions

How large is Tr Ua the James Foundation Fifth Third Bank?

As of 2024, Tr Ua the James Foundation Fifth Third Bank holds $295K in total assets with $23K in annual revenue. It awarded 9 grants totaling $17K in 2024.

Where does Tr Ua the James Foundation Fifth Third Bank operate?

Tr Ua the James Foundation Fifth Third Bank has awarded grants in Ohio.

What size grants does Tr Ua the James Foundation Fifth Third Bank award?

In 2024, Tr Ua the James Foundation Fifth Third Bank awarded 9 grants totaling $17K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Tr Ua the James Foundation Fifth Third Bank required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ua the James Foundation Fifth Third Bank reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tr Ua the James Foundation Fifth Third Bank's EIN?

Tr Ua the James Foundation Fifth Third Bank's EIN (Employer Identification Number) is 34-6969288. IRS Form 990 filing data is available on this page for 2020–2024.