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Judge And Mrs Carl B Felger Memorial Trust is a private trust based in PIQUA, OH. The foundation received its IRS ruling in 1997. The principal officer is William B Mcneil. It holds total assets of $4.4M. Annual income is reported at $1.9M. Total assets have grown from $3.4M in 2011 to $4.4M in 2023. The foundation is governed by 3 officers and trustees. The trust was created by the last will and testament of edith m. Felger. The purpose of the trust is to invest the assets which were distributed from the estate and to pay the net income to designated charities. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. Grantmaking is concentrated in Ohio. According to available records, Judge And Mrs Carl B Felger Memorial Trust has made 20 grants totaling $1.6M, with a median grant of $67K. Annual giving has grown from $214K in 2020 to $279K in 2023. Grantmaking activity was highest in 2022 with $744K distributed across 8 grants. Individual grants have ranged from $36K to $124K, with an average award of $78K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in Ohio. Contributions to this foundation are tax-deductible.
Smallest Grant
$36K
Median Grant
$54K
Average Grant
$54K
Largest Grant
$71K
Based on 4 grants from the most recent 990-PF filing.
The trust was created by the last will and testament of edith m. Felger. The purpose of the trust is to invest the assets which were distributed from the estate and to pay the net income to designated charities.
The trust was created by the last will and testament of edith m. Felger. The purpose of the trust is to invest the assets which were distributed from the estate and to pay the net income to designated charities. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in OH.
Judge And Mrs Carl B Felger Memorial Trust has distributed a total of $1.6M across 20 grants. The median grant size is $67K, with an average of $78K. Individual grants have ranged from $36K to $124K.
Judge And Mrs Carl B Felger Memorial Trust typically selects its grantees rather than accepting unsolicited proposals.
Judge And Mrs Carl B Felger Memorial Trust is headquartered in PIQUA, OH.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| William B Mcneil | TRUSTEE | $10K | $0 | $10K |
| Jack L Neuenschwander | TRUSTEE | $10K | $0 | $10K |
| Dale G Davis | TRUSTEE | $10K | $0 | $10K |
Total Giving
$363K
Total Assets
$4.4M
Fair Market Value
$6.6M
Net Worth
$4.4M
Grants Paid
$279K
Contributions
N/A
Net Investment Income
$394K
Distribution Amount
N/A
Total Grants
20
Total Giving
$1.6M
Average Grant
$78K
Median Grant
$67K
Unique Recipients
4
Most Common Grant
$62K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Johns Evangelical Lutheran ChurchPER TERMS OF TRUST AGREEMENT | Covington, OH | $93K | 2023 |
| Covington Community ChestPER TERMS OF TRUST AGREEMENT | Covington, OH | $93K | 2023 |
| Covington Exempted Village Board Of EducationPER TERMS OF TRUST AGREEMENT | Covington, OH | $47K | 2023 |
| Piqua Education FoundationPER TERMS OF TRUST AGREEMENT | Piqua, OH | $47K | 2023 |
CLEVELAND, OH
CINCINNATI, OH
DUBLIN, OH