Walter L Gross III Family Foundation
EIN 208613336Total Given 2016–2023
$495K
60 grants · $62K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$7K
typical small grants · $2K–$10K
grant size
54%
supporter · 14/26 multi-year
repeat
$546K
Assets (2023)
26
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
WALTER L GROSS III
Phone
(513) 785-6060
Deadlines
APPLICATIONS ACCEPTED AT ANY TIME.
How to Apply
THE TRUST ACCEPTS WRITTEN APPLICATIONS FROM ORGANIZATIONS EXEMPT FROM TAX UNDER I.R.C. 509(A)(1), (2) OR (3). APPLICATIONS RECEIVED FROM OTHER ORGANIZATIONS OR FROM ANY INDIVIDUAL(S) WILL NOT BE CONSIDERED. THE APPLICATION MUST BE ACCOMPANIED BY A COPY OF THE EXEMPTED ORGANIZATION'S INTERNAL REVENUE SERVICE DETERMINATION LETTER REGARDING ITS CLASSIFICATION.
Restrictions
IN AWARDING GRANTS, THE TRUST GIVES PREFERENCES TO THE ORGANIZATIONS WITH ACTIVITIES IN THE GREATER CINCINNATI AREA. GRANTS ARE GENERALLY RESTRICTED TO THE FIELDS OF RELIGION, EDUCATION, MEDICAL AND COMMUNITY PROJECTS. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PROJECTS.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $68K | $695K | $90K | 13 |
| 2017 | $132K | $678K | $41K | 22 |
| 2018 | $63K | $565K | $26K | 4 |
| 2020 | $67K | $647K | $31K | 6 |
| 2021 | $56K | $699K | $42K | 6 |
| 2022 | $52K | $515K | $13K | 5 |
| 2023 | $56K | $546K | $44K | 4 |
Grant Size Distribution
Based on 60 grants on record
Minimum
$500
25th Pctl
$2K
Median
$7K
Average
$8K
75th Pctl
$10K
Maximum
$25K
Geographic Distribution
Officers & Directors
WG
Walter L Gross III
7+ yrs
President
Leadership
MG
Mary Emily Gross
7+ yrs
Vice President
Leadership
AS
Anthony Schweier
7+ yrs
Treasurer
Leadership
MS
Michael Schwartz
7+ yrs
Secretary
Leadership
WG
Walter L Gross III
7+ yrs
President
Leadership
MG
Mary Emily Gross
7+ yrs
Vice President
Leadership
AS
Anthony Schweier
7+ yrs
Treasurer
Leadership
MS
Michael Schwartz
7+ yrs
Secretary
Leadership
WG
Walter L Gross III
7+ yrs
President
Leadership
MG
Mary Emily Gross
7+ yrs
Vice President
Leadership
AS
Anthony Schweier
7+ yrs
Treasurer
Leadership
MS
Michael Schwartz
7+ yrs
Secretary
Leadership
WG
Walter L Gross III
7+ yrs
President
Leadership
MG
Mary Emily Gross
7+ yrs
Vice President
Leadership
AS
Anthony Schweier
7+ yrs
Treasurer
Leadership
MS
Michael Schwartz
7+ yrs
Secretary
Leadership
WG
Walter L Gross III
7+ yrs
President
Leadership
MG
Mary Emily Gross
7+ yrs
Vice President
Leadership
AS
Anthony Schweier
7+ yrs
Treasurer
Leadership
MS
Michael Schwartz
7+ yrs
Secretary
Leadership
WG
Walter L Gross III
7+ yrs
President
Leadership
MG
Mary Emily Gross
7+ yrs
Vice President
Leadership
AS
Anthony Schweier
7+ yrs
Treasurer
Leadership
MS
Michael Schwartz
7+ yrs
Secretary
Leadership
WG
walter l gross III
7+ yrs
president
Leadership
MG
mary emily gross
7+ yrs
vice president
Leadership
AS
anthony schweier
7+ yrs
treasurer
Leadership
MS
michael schwartz
7+ yrs
secretary
Leadership
Grants Awarded (60 total)
| Purpose | ||||
|---|---|---|---|---|
| Berea College | Berea, KY | $25,000 | UNRESTRICTED DONATION | 2017 |
| Berea College | Berea, KY | $25,000 | UNRESTRICTED DONATION | 2018 |
| Cincinnati Museum Center | Cincinnati, OH | $20,000 | UNRESTRICTED DONATION | 2020 |
| Miami University Foundation | Oxford, OH | $20,000 | UNRESTRICTED DONATION | 2021 |
| Cincinnati Museum Center | Cincinnati, OH | $20,000 | UNRESTRICTED DONATION | 2023 |
| Miami University Foundation | Oxford, OH | $20,000 | UNRESTRICTED DONATION | 2023 |
| Centre College | Danville, KY | $20,000 | UNRESTRICTED DONATION | 2017 |
| Miami University Foundation | Oxford, OH | $20,000 | UNRESTRICTED DONATION | 2017 |
| Miami University Foundation | Oxford, OH | $20,000 | UNRESTRICTED DONATION | 2022 |
| Miami University Foundation | Oxford, OH | $18,000 | UNRESTRICTED DONATION | 2020 |
| Miami University Foundation | Oxford, OH | $18,000 | UNRESTRICTED DONATION | 2018 |
| The Ohio Foundation of Independent Colleges | Columbus, OH | $12,000 | UNRESTRICTED DONATION | 2017 |
| Sayre School | Lexington, KY | $10,000 | UNRESTRICTED DONATION | 2020 |
| Sayre School | Lexington, KY | $10,000 | UNRESTRICTED DONATION | 2021 |
| centre college | danville, KY | $10,000 | unrestricted donation | 2016 |
| miami university Foundation | Oxford, OH | $10,000 | unrestricted donation | 2016 |
| Sayre School | lexington, KY | $10,000 | unrestricted donation | 2016 |
| miami university | oxford, OH | $10,000 | Unrestricted Donation | 2016 |
| Georgetown College | Georgetown, KY | $10,000 | UNRESTRICTED DONATION | 2017 |
| Sayre School | Lexington, KY | $10,000 | UNRESTRICTED DONATION | 2017 |
| Sayre School | Lexington, KY | $10,000 | UNRESTRICTED DONATION | 2022 |
| Sayre School | Lexington, KY | $10,000 | UNRESTRICTED DONATION | 2018 |
| Centre College | Danville, KY | $10,000 | UNRESTRICTED DONATION | 2018 |
| Berea College | Berea, KY | $9,000 | UNRESTRICTED DONATION | 2021 |
| Berea College | Berea, KY | $9,000 | UNRESTRICTED DONATION | 2023 |