Funder DirectoryTR UA THE CHARLES MOERLEIN FD
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Private foundation (trust)EIN 316020341Est. 2018-09

TR UA THE CHARLES MOERLEIN FD

CINCINNATI, OH 452630858

Accepts unsolicited proposals

Total Assets

$2.1M

FY 2023

Annual Giving

$100K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$25K

FY 2023

Grant Range

$19K–$38K

Typical

Deadlines

Available on request

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$100K

Total Expenses

$135K

Qualifying Distributions

$106K

Distributable Amount

$96K

Min. Investment Return

$97K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $19K through median $22K to maximum $38K, 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

5 years

Giving over time from 2019 to 2023. Peak $170K in 2021. Hover bars for details.

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

Top Recipients

19 grants

CARACOLE INC
$38K
1 grant
SPRINGER SCHOOL & CENTER
$35K
1 grant
MINDPEACE CINCINNATI
$35K
1 grant
EPILEPSY ALLIANCE OHIO
$30K
1 grant
PRICE HILL WILL
$30K
1 grant
CINCINNATI UNION BETHEL
$25K
1 grant
CHATFIELD COLLEGE
$25K
1 grant
CINCINNATI CHAMBER ORCHESTRA INC
$25K
1 grant

Grant Size Distribution

19 grants

<$10K
1
grants
$10–50K
18
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Ohio
$435K
94% of total
Kentucky
$30K
6% of total

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TR UA THE CHARLES MOERLEIN FD — Grants, Financials & Contact | Grantivo