Worrell Francis Carol Fdn Tr-ETF
Worrell Francis Carol Fdn Tr-ETF is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $495K in total assets. In 2025, it awarded 2 grants totaling $29K. Net investment income was $44K.
Worrell Francis Carol Fdn Tr-ETF at a glance
In short: Worrell Francis Carol Fdn Tr-ETF gave $29K across 2 grants in 2025 (avg $15K), mostly in New Mexico. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $29,167
- -21.6% vs 2024
- Grants made (2025)
- 2
- -50.0% vs 2024
- Average grant
- $14,584
- +56.9% vs 2024
- Median grant
- $14,584
- Total assets
- $494,527
- +2.7% vs 2024
- Primary geography
- New Mexico (90% 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 Worrell Francis Carol Fdn Tr-ETF funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was St John College ($26K). Together the top 2 received $29K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 18 grants of 18 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Worrell Francis Carol Fdn Tr-ETF gives
- Giving fell 37% from 2022 to 2025. Method
- In 2025 it paid out 73% 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 2019 to 2025, annual grant giving ranged from $25K (2023) to $47K (2022). In 2025 it made 2 grants totaling $29K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St John College Santa Fe, NM | Support of Daily Operations | $26,250 |
| Smithsonian Institution-Office of Advancement Washington, DC | Support of Daily Operations | $2,917 |
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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 | $494,527 | $58,418 | $45,208 | $29,167 | 2 | $30,709 | $44,024 | $42,080 |
| 2024 | $481,306 | $40,341 | $52,526 | $37,180 | 4 | $38,752 | $26,592 | $40,266 |
| 2023 | $493,516 | $43,309 | $39,684 | $25,429 | 4 | $26,848 | $30,914 | $34,814 |
| 2022 | $489,917 | $48,926 | $61,550 | $46,608 | 4 | $48,003 | $35,597 | $36,291 |
| 2021 | $503,007 | $46,862 | $51,196 | $35,597 | 4 | $37,108 | $29,595 | $44,035 |
| 2020 | $507,364 | $31,945 | $49,899 | $36,000 | 4 | — | $19,547 | $35,102 |
| 2019 | $525,986 | $30,757 | $41,731 | $28,077 | 4 | — | $18,642 | $35,059 |
Under IRS private-foundation payout rules, Worrell Francis Carol Fdn Tr-ETF reported a distributable amount of $42K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Worrell Francis Carol Fdn Tr-ETF's only listed officer is Fifth Third Bank N A, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
New on the 2025 filing
1 hr/week
$15K (2025)
Former officers (1)
- Former: Comerica Bank (2019–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $15K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Worrell Francis Carol Fdn Tr-ETF
How much does Worrell Francis Carol Fdn Tr-ETF give each year?
Worrell Francis Carol Fdn Tr-ETF gave $29K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 4 grants.
How large is Worrell Francis Carol Fdn Tr-ETF?
Worrell Francis Carol Fdn Tr-ETF reported $495K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $42K (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.
Where does Worrell Francis Carol Fdn Tr-ETF operate?
Worrell Francis Carol Fdn Tr-ETF has awarded grants in California, District of Columbia, New Mexico.
What is Worrell Francis Carol Fdn Tr-ETF's EIN?
Worrell Francis Carol Fdn Tr-ETF's EIN (Employer Identification Number) is 22-6932112. IRS Form 990 filing data is available on this page for 2019–2025.
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 2024 (received by the IRS April 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 28, 2024)
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