Wilson Marguerite Char Fdn

BROOKLYN, OH EIN: 34-6521259

Wilson Marguerite Char Fdn is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 2 grants totaling $215K. Net investment income was $457K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

+14.2% YoY

Annual Giving

$215K

-6.5% YoY

Grant Count

-66.7% YoY

Avg Grant Size

$108K

+180.4% YoY

Under IRS private-foundation payout rules, Wilson Marguerite Char Fdn reported a distributable amount of $271K for 2024 — the minimum it must pay out in qualifying distributions.

About Wilson Marguerite Char Fdn

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $901K (80%)

Florida $60K (5%)

South Dakota $40K (4%)

Delaware $20K (2%)

Hawaii $20K (2%)

Massachusetts $20K (2%)

New Hampshire $20K (2%)

Iowa $10K (1%)

+4 more states

States

Delaware Florida Georgia Hawaii Iowa Massachusetts Maryland Maine New Hampshire Ohio South Dakota Tennessee

Cities

AndoverBangorBoca RatonBooneBostonChagrin FallsChargrin FallsClevelandColumbusDublinFranklinLaurelNewarkRapid CityWailuku

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,000,495	$1,751,078	$1,909,687
Revenue	$502,738	$106,937	$313,374
Expenses	$248,390	$255,517	$236,644
Qualifying Distributions	$216,050	$231,050	$213,000
Net Investment Income	$457,014	$72,866	$267,506
Distributable Amount	$270,502	$242,277	$239,480

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

31 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University Hospital ($200,000), In Step With Horses ($15,000).

Recipient	Purpose	Amount
UNIVERSITY HOSPITAL CLEVELAND, OH	GENERAL OPERATING	$200,000
IN STEP WITH HORSES CHAGRIN FALLS, OH	GENERAL OPERATING	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
HOLLY MUNGER BOOK	TRUSTEE	1	—
JAMES A HORNER JR	TRUSTEE	1	—
CAROLINE H DONALDSON	TRUSTEE	1	—
DOUGLAS M HORNER	TRUSTEE	1	—

Frequently Asked Questions

How large is Wilson Marguerite Char Fdn?

As of 2024, Wilson Marguerite Char Fdn holds $2.0M in total assets with $503K in annual revenue. It awarded 2 grants totaling $215K in 2024.

Where does Wilson Marguerite Char Fdn operate?

Wilson Marguerite Char Fdn has awarded grants in Delaware, Florida, Georgia, Hawaii, Iowa, Massachusetts, Maryland, Maine, New Hampshire, Ohio, South Dakota, Tennessee.

What size grants does Wilson Marguerite Char Fdn award?

In 2024, Wilson Marguerite Char Fdn awarded 2 grants totaling $215K — an average of about $108K per grant, based on its IRS Form 990 filings.

How much is Wilson Marguerite Char Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Wilson Marguerite Char Fdn reported a distributable amount of $271K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.