Private foundation (trust)EIN 261541507Est. 2008-02

THE CHARLES E AND

FT MITCHELL, KY 41017

Total Assets

$14.8M

FY 2024

Annual Giving

$627K

FY 2024

Grants Made

19

FY 2024

Avg Grant

$33K

FY 2024

Grant Range

$13K–$85K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.4M

Total Expenses

$704K

Qualifying Distributions

$644K

Distributable Amount

$706K

Min. Investment Return

$725K

Undistributed Income

$675K

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

19 grants

Grant sizes from minimum $13K through median $25K to maximum $85K, 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 $680K in 2022. Hover bars for details.

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

Top Recipients

122 grants

MOUNTAIN REGION SPEECH & HEARING CENTER
$343K
6 grants
SAINT PATRICK SCHOOL
$305K
4 grants
SAINT PATRICK CHURCH
$237K
4 grants
CASA FOR KIDS INC
$234K
6 grants
FRIENDS IN NEED HEALTH CENTER INC
$210K
6 grants
TOM BROWNING BOYS & GIRLS CLUB
$180K
6 grants
MAYSVILLE PLAYERS INC
$155K
4 grants
SISTERS OF PROVIDENCE OF SAINT MARY-OF-THE-WOODS INDIANA
$150K
3 grants

Grant Size Distribution

122 grants

<$10K
11
grants
$10–50K
100
grants
$50–250K
11
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Kentucky
$1.9M
52% of total
Tennessee
$897K
24% of total
Indiana
$300K
8% of total
Florida
$280K
8% of total
Ohio
$207K
6% of total
District of Columbia
$50K
1% of total
Massachusetts
$23K
1% of total

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THE CHARLES E AND — Grants, Financials & Contact | Grantivo