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Koa Charitable Tr EIN 61-6669376

Koa Charitable Tr

EIN  61-6669376 Private foundation / grantmaker Cincinnati, OH
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 8/28/26 · see original filing: IRS
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Size
$1–10M
What they do
A private foundation based in Cincinnati, OH. It reported about $3.2M in revenue for 2024.
Leadership
Fifth Third Bank N A · Trustee · $31K
Money in and out
$3.2M revenue, $345K expenses
Bottom line
—

A private foundation based in Cincinnati, OH. It reported about $3.2M in revenue for 2024. For fiscal year 2024 it reported $3.2M in revenue, $345K in expenses, and $3.7M in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$3.2M
Pt VIII · Ln 12
Total expenses
$345K
Pt IX · Ln 25
Net assets
$3.7M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $2.8M
Total assets
3.7M
deployed as grants and operations
Grants paid
306K
in FY2024
Grants made
49grants
total in period
Payout rate
8%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 49 grants · $306K · 2024–2024
Community Library Association INCFY2024$50,000
Sun Valley Institute for Resilience INCID · FY2024$25,000
Environmental DefenseFY2024$20,000
Rocky Mountain Wild IncorporatedCO · FY2024$15,000
Aspen Waldorf Foundation INCCO · FY2024$15,000
Planned Parenthood Federation ofFY2024$11,000
Sun Valley Playwrights Residency INCID · FY2024$10,000
Sun Valley PerformingFY2024$10,000
Wood River Community YMCAFY2024$10,000
St Thomas Episcopal ChurchFY2024$10,000
Blaine County Hunger Coalition INCID · FY2024$10,000
Trustees of the Lawrenceville SchoolFY2024$10,000
Boise State University Foundation INCID · FY2024$7,500
The U C Davis FoundationFY2024$6,000
Habitat for Humanity of the Roaring ForkFY2024$5,000
Lift UpFY2024$5,000
Compass for Lifelong DiscoveryCO · FY2024$5,000
Environmental Resource CenterID · FY2024$5,000
See all 49 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV33
Average grantPart XV$6K
Median grantPart XV$2K
Largest grantPart XV$50K
Top cause focusNTEEArts & Culture (14%)

Summary of the Filing

Part I · fiscal year 2024 · Form 990-PF
Revenue
$3.2M
FY2024▲ +842%
Expenses
$345K
FY2024▲ +35%
Total assets
$3.7M
FY2024▲ +97%
Total liabilities
$0
FY2024
Total revenue
$3.2M
Pt VIII · Ln 12
Total expenses
$345K
Pt IX · Ln 25
Net assets
$3.7M
Pt X · Ln 32
Total assetsPt II$3.7M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CKoa Charitable Tr
EINHdr · item D61-6669376
Principal addressHdr · item CCincinnati, OH
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MOH
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFMar 2022

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$31,280Pt VII · Sec A
See Koa Charitable Tr executive salaries →

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Statement of Revenue

Part VIII
Contributions & grants$1.6M · 51%
Investment income$1.6M · 49%
Contributions & grants51%$1.6M
Investment income49%$1.6M
Total revenueLn 12$3.2M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.89 Operating & administrative $0.11
Grants & contributions paid89%$306K
Operating & administrative11%$39K
Total functional expensesLn 25$345K

Balance Sheet

Part X · end of year
CashLn 1$196K
Total assetsLn 16$3.7M
Total liabilitiesLn 26$0
Total net assetsLn 32$3.7M
Months of cash on handcomputed6.8

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $3.7M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $3.2M
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $3.2M
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $3.2M · Prior year $337K
+842%
Net-asset trend (YoY)
End of year $3.7M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $3.2M · Expenses $345K
+89%
Liabilities-to-Assets
Total liabilities — · Total assets $3.7M
—
Net-asset ratio
Net assets $3.7M · Total assets $3.7M
100%
People & payroll
Highest Reported Total Compensation
Individual Fifth Third Bank N A · Reported title TRUSTEE · Highest reported compensation $31K · Total expenses $345K
9%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 842%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$3.2M revenue · viewing · ⤓ 990 PDF
FY2023$337K revenue · ⤓ 990 PDF
FY2022$1.8M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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