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Private foundation (trust)EIN 464081852Est. 2014-08

LOCAL INITIATIVE FOR EXCELLENCE

BLUE ASH, OH 45242

Accepts unsolicited proposals

Total Assets

$48.3M

FY 2024

Annual Giving

$1.0M

FY 2024

Grants Made

10

FY 2024

Avg Grant

$104K

FY 2024

Grant Range

$50K–$250K

Typical

Deadlines

Detailed information included on websi…

Applications

Focus Areas

Health Care

Financial Snapshot

2024 filing

Total Revenue

$724K

Total Expenses

$1.3M

Qualifying Distributions

$1.1M

Distributable Amount

$2.2M

Min. Investment Return

$2.2M

Undistributed Income

$2.2M

Payout rate 47%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.47%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $50K through median $93K to maximum $250K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $1.0M in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

29 grants

NKU FOUNDATION INC
$910K
5 grants
SALK INST FOR BIOLOGICAL STUDIES
$500K
6 grants
UNIVERSITY OF CINCINNATI
$351K
6 grants
CINCINNATI CHILDREN'S HSPTL MED CTR
$300K
3 grants
PLANNNED PARENTHOOD
$135K
1 grant
CINCINNATI PLAYHOUSE IN THE PARK
$135K
1 grant
CINCINNATI MUSEUM CENTER
$135K
1 grant
CINCINNATI SYMPHONY ORCHESTRA
$135K
1 grant

Grant Size Distribution

29 grants

<$10K
$10–50K
13
grants
$50–250K
16
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Ohio
$1.3M
45% of total
Kentucky
$910K
32% of total
California
$500K
18% of total
Virginia
$100K
4% of total
Massachusetts
$50K
2% of total

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LOCAL INITIATIVE FOR EXCELLENCE — Grants, Financials & Contact | Grantivo