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Foundation Lookup

Form 990-PFTax year 2024EIN 31-6020341

TR UA the Charles Moerlein FD

A private foundation in Cincinnati, OH. Its return for tax year 2024 lists 5 grants and $90,000 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Sep 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Foundation Office at 53 Bank
38 Fountain Square Plaza MD1090VD
Cincinnati, OH 45263
(513) 534-7001
Form and materials
Available on request
Deadlines
Available on request
Restrictions
Supports tax-exempt organizations for religious, charitable, scientific, literary or educational purposes in the greater cincinnati area

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $90,000

    Grants listed
    5
    Assets, end of year
    $1,718,827

  • Tax year 2023

    $100,000

    Grants listed
    4
    Assets, end of year
    $1,647,640

  • Tax year 2022

    $75,000

    Grants listed
    3
    Assets, end of year
    $1,681,735

  • Tax year 2021

    $170,000

    Grants listed
    7
    Assets, end of year
    $1,699,824

  • Tax year 2020

    $50,000

    Grants listed
    2
    Assets, end of year
    $1,775,702

  • Tax year 2019

    $70,000

    Grants listed
    3
    Assets, end of year
    $1,695,075

Grants paid in 2024

5 grants, largest first

As listed on the return.

  1. Tikkun FarmCincinnati, OH

    Project/program support

    $25,000
  2. Central Clinic Behavior HealthCincinnati, OH

    General operating

    $25,000
  3. Sleep in Heavenly PeacePocatello, ID

    General operating

    $25,000
  4. The Healing CenterCincinnati, OH

    General operating

    $10,000
  5. Bawac IncFlorence, KY

    General operating

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Community development1 grant $25,00038% of the total
  2. Housing and shelter1 grant $25,00038% of the total
  3. Human services1 grant $10,00015% of the total
  4. Jobs and employment1 grant $5,0008% of the total

By State

Grants to organizations with a US address, latest year.

  1. Ohio4 grants $85,000
  2. Kentucky1 grant $5,000

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Fifth Third Bank N ATRUSTEE Hours 1Pay $34,249

The return

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