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Trust U I V Will Helen Meyer - Fl is a private trust based in CINCINNATI, OH. The foundation received its IRS ruling in 2019. The principal officer is Heidi Jark. It holds total assets of $4.7M. Annual income is reported at $2.5M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Trust U I V Will Helen Meyer - Fl has made 5 grants totaling $1.6M, with a median grant of $278K. Annual giving has grown from $278K in 2020 to $800K in 2022. Individual grants have ranged from $275K to $400K, with an average award of $326K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Ohio. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Trust U I V Will Helen Meyer - Fl primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in OH.
Trust U I V Will Helen Meyer - Fl has distributed a total of $1.6M across 5 grants. The median grant size is $278K, with an average of $326K. Individual grants have ranged from $275K to $400K.
Trust U I V Will Helen Meyer - Fl typically selects its grantees rather than accepting unsolicited proposals.
Trust U I V Will Helen Meyer - Fl is headquartered in CINCINNATI, OH.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Fifth Third Bank N A | TRUSTEE | $25K | $0 | $25K |
Total Giving
$280K
Total Assets
$4.5M
Fair Market Value
$4.7M
Net Worth
$4.5M
Grants Paid
$250K
Contributions
N/A
Net Investment Income
$76K
Distribution Amount
$220K
Total: N/A
Total Grants
5
Total Giving
$1.6M
Average Grant
$326K
Median Grant
$278K
Unique Recipients
2
Most Common Grant
$400K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Cincinnati Parks BoardANNUAL FUND | Cincinnati, OH | $400K | 2022 |
| Cincinnati Parks FoundationTO ASSIST TO DAILY EXPENSES | Cincinnati, OH | $275K | 2021 |
CLEVELAND, OH
CINCINNATI, OH
DUBLIN, OH