Financial Education Charitable Foundation Inc
Accepts applications
Financial Education Charitable Foundation Inc is a private foundation in Cincinnati, Ohio. In tax year 2025 it gave $19,947 in 4 grants; the typical grant was $3,974 and the largest $10,000. It accepts applications; its filing gives the instructions below.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$19,947
- Number of grants4
- Typical grant$3,974
- Largest grant$10,000
- Assets$691,620
- New grantees25%
Giving in 2025 was down from $20,996 the year before.
25% of its 2025 grantees had not received a grant from it the year before, a mix of repeat and new grantees.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $38,201 | 7 | $641,203 |
| 2024 | $20,996 | 4 | $644,606 |
| 2025 | $19,947 | 4 | $691,620 |
How to apply
| Contact | Patricia Walter 6415 Bridgetown Road, Cincinnati, OH 45248 |
|---|---|
| Phone or email | (513) 233-7203 |
| What to submit | The applicant for a foundation grant will be asked to submit a written request describing the initiative seeking support. The foundation also may request submission of one or more of the following: a statement of purpose, the target area the project addresses and the goals it hopes to achieve, financial statements, sources of funding (including other contributors), the organization's total budget, total project budget and amount requested, any bank employee, director or advisory director knowledgeable about the project or initiative, a list of the organization's officers and board of directors, evidence of non-profit status, annual report (if applicable) and the organizations most recent public relations materials. |
| Restrictions | The foundation supports non-profit organizations operating in the communities in which eagle savings bank and its affiliates ("bank") operate ("community"), as a way of adding to the quality of life for people living in the community. Eligibility: - Grants include support for program development, new and expanded facilities, and equipment. - Grants are limited to use in the market areas served by the bank. - Recipients must demonstrate 501(c) (3) or other non-profit status, a need for private financial support and a direct relevance to the foundation's areas of giving interest. - No grants for political organizations or candidates for political office or activities for sectarian purposes. - No grants to individual endeavors other than scholarships. - Officers, directors and employees of the bank are not eligible to receive grants. |
What Financial Education Charitable Foundation Inc funds
Where it gives
All of its grants went to recipients in Ohio.
| State | Grants | Amount |
|---|---|---|
| Ohio | 4 | $19,947 |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| Edwards Initiative | Financial Education Classes - Live Events | $10,000 |
| Seton High School | Personal Finance Cirriculum | $4,348 |
| Elder High School | Personal Finance Cirriculum | $3,599 |
| Ursuline Academy | Personal Finance Cirriculum | $2,000 |
Officers and trustees
- Steven J Dulle
- Patricia L Walter
- John R Weil
- Gary J Koester
Questions people ask
Does Financial Education Charitable Foundation Inc accept grant applications?
Yes. Its latest IRS filing says it accepts applications.
How much does Financial Education Charitable Foundation Inc give?
$19,947 in tax year 2025, across 4 grants, with a typical grant of $3,974.
Who runs Financial Education Charitable Foundation Inc?
Its 2025 filing lists Steven J Dulle (President), Patricia L Walter (Treasurer), John R Weil (Secretary) and Gary J Koester (Director).
What does Financial Education Charitable Foundation Inc fund?
Based on its grants, mainly education.