Koa Charitable Trust
EIN 616669376Total Given 2023–2024
$530K
96 grants · $265K avg/year
based on 2 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$2K
typical micro grants · $2K–$6K
grant size
63%
deep partner · 37/59 multi-year
repeat
$7.1M
Assets (2024)
59
Distinct Recipients
About
THE ATTORNEY GENERAL OF THE STATE OF OHIO REQUIRES PRIVATE FOUNDATIONS TO ANNUALLY FILE A REPORT ONLINE THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS TRUST TIMELY SUBMITS THIS ONLINE FILING IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO THE STATE.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(513) 534-5310
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2022 | N/A | $3.4M | $1.8M | N/A |
| 2023 | $224K | $4.4M | $337K | 47 |
| 2024 | $306K | $7.1M | $3.2M | 49 |
Grant Size Distribution
Based on 96 grants on record
Minimum
$500
25th Pctl
$2K
Median
$2K
Average
$6K
75th Pctl
$6K
Maximum
$50K
Geographic Distribution
Officers & Directors
FA
Fifth Third Bank N a
3+ yrs
Trustee
FA
Fifth Third Bank N a
3+ yrs
Trustee
FA
Fifth Third Bank N a
3+ yrs
Trustee
Grants Awarded (96 total)
| Purpose | ||||
|---|---|---|---|---|
| Community Library Association Inc | Ketchum, ID | $50,000 | ANNUAL FUND | 2024 |
| Sun Valley Institute for Resilience | Hailey, ID | $25,000 | ANNUAL FUND | 2023 |
| Sun Valley Institute for Resilience | Hailey, ID | $25,000 | ANNUAL FUND | 2024 |
| Wood River Community Ymca | Ketchum, ID | $20,000 | ANNUAL FUND | 2023 |
| Environmental Defense | New York, NY | $20,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| Rocky Mountain Wild Incorporated | Denver, CO | $15,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Aspen Waldorf Foundation | Carbondale, CO | $15,000 | PROJECT/PROGRAM & GENERAL | 2024 |
| Rocky Mountain Wild Inc | Denver, CO | $15,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| Sun Valley Performing | Ketchum, ID | $14,000 | ANNUAL FUND | 2023 |
| Planned Parenthood Federation of | Washington, DC | $11,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| Blaine County Hunger Coalition Inc | Bellevue, ID | $10,000 | ANNUAL FUND | 2023 |
| Arch Community Housing Trust Inc | Ketchum, ID | $10,000 | ANNUAL FUND | 2023 |
| Community Library Association Inc | Ketchum, ID | $10,000 | ANNUAL FUND | 2023 |
| St Thomas Episcopal Church | Sun Valley, ID | $10,000 | ANNUAL FUND & | 2023 |
| Trustees of the Lawrenceville School | Lawrenceville, NJ | $10,000 | ANNUAL FUND | 2024 |
| Blaine County Hunger Coalition Inc | Bellevue, ID | $10,000 | ANNUAL FUND | 2024 |
| St Thomas Episcopal Church | Sun Valley, ID | $10,000 | ANNUAL FUND & | 2024 |
| Wood River Community Ymca | Ketchum, ID | $10,000 | ANNUAL FUND | 2024 |
| Sun Valley Performing | Ketchum, ID | $10,000 | ANNUAL FUND | 2024 |
| Sun Valley Playwrights Residency | Hailey, ID | $10,000 | ANNUAL FUND | 2024 |
| Environmental Defense | New York, NY | $9,500 | ANNUAL FUND | 2023 |
| Boise State University Foundation | Boise, ID | $7,500 | PROJECT/PROGRAM SUPPORT | 2024 |
| Liberty Theatre Company | Hailey, ID | $7,000 | ANNUAL FUND | 2023 |
| The U C Davis Foundation | Davis, CA | $6,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| The U C Davis Foundation | Davis, CA | $6,000 | PROJECT/PROGRAM SUPPORT | 2024 |