Civista Charitable Foundation

Foundation · Grantmaker Lawrenceburg, IN EIN: 20-4604858

Civista Charitable Foundation is a private foundation based in Lawrenceburg, Indiana. The foundation was established in 2006 and operates as a 501(c)(3) organization with EIN 20-4604858.

Key facts about Civista Charitable Foundation

EIN
20-4604858
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$151,617
Grants made (2024)
85
Average grant
$1,784
Median grant
$1,000
New grantees (estimate)
27% first-time grantees (23 of 85, 2024)
Total assets
$873,345
Primary geography
Indiana (95% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Civista Charitable Foundation funds

By grant dollars, the top recipient states for Civista Charitable Foundation's 85 itemized 2024 grants were Indiana (95%). The most frequent recipient cities were Lawrenceburg, IN (20 grants), Aurora, IN (19 grants), Milan, IN (9 grants) and Osgood, IN (6 grants). 98% of grants with a stated purpose were for general or operating support.

Is Civista Charitable Foundation open to new grantees?

27%

first-time grantees, 2024

In 2024, 23 of 85 grantees (27%) were first-time recipients. First grants averaged $2K; repeat grants $2K. How we count

Medians: $907 first-time, $1K repeat.

  • 65% of 2024 grantees were also funded in 2023. Method
  • Giving grew 108% from 2021 to 2024. Method
  • In 2024 it paid out 347% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Civista Charitable Foundation

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$873K

-7.7% YoY

Annual Giving

$152K

-14.9% YoY

Grant Count

85

-4.5% YoY

Avg Grant Size

$2K

-10.9% YoY

Under IRS private-foundation payout rules, Civista Charitable Foundation reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation supports organizations involved with:

  • Art councils and community foundations
  • Historic preservation
  • Education
  • Muscular dystrophy
  • Athletics
  • Youth development
  • Human services
  • Philanthropy and voluntarism

Grantmaking

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Indiana, Ohio, and Michigan, with particular activity in the Dearborn County area.

Grant Distribution by State

8states

Share of all 85 itemized 2024 grant dollars.

Cities

LawrenceburgAuroraMilanOsgoodCincinnatiBatesvilleDillsboroRising SunVersaillesIndianapolisGreendaleMoores HillGuilfordLafayetteSt LeonEvansvilleHarrisonPiercevilleWest HarrisonWestfield

Financial History

Multi-year comparison from IRS filings

Total Assets: $873,345

Total Annual Giving: $151,617

Location: 92 Walnut Street, Lawrenceburg, IN 47025-1836

Contact: 812-537-4822

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$55K$109K$164K$218K20202021202220232024
Metric202420232022
Total Assets$873,345$945,926$1,057,233
Revenue$42,796$62,188$65,877
Expenses$156,288$190,226$98,624
Qualifying Distributions$151,617$179,047$97,362
Net Investment Income$42,796$36,170$64,615
Distributable Amount$43,734$53,801$79,675

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$45K$89K$134K$178K104 grants202053 grants202155 grants202289 grants202385 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Dearborn County Community Foundatio: $20KDearborn County CommunityFoundatio$20KSt Elizabeth Medical Center Inc: $13KSt Elizabeth Medical CenterInc$13KMain Street Aurora: $10KMain Street Aurora$10KCac of Southeastern Indiana: $6KCac of Southeastern Indiana$6KA Community Bridge Inc: $6KA Community Bridge Inc$6KCity of Aurora: $6KCity of Aurora$6KLawrenceburg Main Street: $6KLawrenceburg Main Street$6KSt Lawrence Catholic School: $6KSt Lawrence Catholic School$6KJac Cen Del High School: $4KJac Cen Del High School$4KSouth Dearborn High School: $3KSouth Dearborn High School$3K

Grant Size Distribution

386 grants across all recorded years

386<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Dearborn County Community Foundatio ($20,000), St Elizabeth Medical Center Inc ($13,000), Main Street Aurora ($10,000).

RecipientPurposeAmount
DEARBORN COUNTY COMMUNITY FOUNDATIO Lawrenceburg, INUNRESTRICTED CONTRIBUTION$20,000
ST ELIZABETH MEDICAL CENTER INC Lafayette, INUNRESTRICTED CONTRIBUTION$13,000
MAIN STREET AURORA Aurora, INUNRESTRICTED CONTRIBUTION$10,000
CAC OF SOUTHEASTERN INDIANA Dillsboro, INUNRESTRICTED CONTRIBUTION$6,000
A COMMUNITY BRIDGE INC Aurora, INUNRESTRICTED CONTRIBUTION$5,600
CITY OF AURORA Aurora, INUNRESTRICTED CONTRIBUTON$5,500
LAWRENCEBURG MAIN STREET Lawrenceburg, INUNRESTRICTED CONTRIBUTION$5,500
ST LAWRENCE CATHOLIC SCHOOL Lawrenceburg, INUNRESTICTED CONTRIBUTION$5,500
JAC CEN DEL HIGH SCHOOL Osgood, INUNRESTRICTED CONTRIBUTION$3,600
SOUTH DEARBORN HIGH SCHOOL Aurora, INUNRESTRICTED CONTRIBUTION$3,050

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Eg McLaughlinPresident1—
Mark SamsSecretary1—
Amanada CosmeierTreasurer1—
Dennis ShafferMember1—
William RitzmannDirector1—
Robert EwbankDirector1—
Jerry HackerDirector1—
Fred McCarterDirector1—
Chip PerfectMember1—
Julie MatlinMember1—
James KittleMember1—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Civista Charitable Foundation fund?

The foundation supports organizations involved with: • Art councils and community foundations • Historic preservation • Education • Muscular dystrophy • Athletics • Youth development • Human services • Philanthropy and voluntarism

How do I apply for a grant from Civista Charitable Foundation?

**Grant Amounts:** Typical awards range from $50 to $20,000. **Recent Activity:** The foundation awarded a $400 unrestricted contribution to Dearborn County Girls Softball in 2024. The foundation also awarded a $5,000 grant for an LST 325 visit. **Sponsorships:** Civista Charitable Foundation has served as the Presenting Sponsor for the Dearborn Community Foundation's Annual Golf Scramble fundraiser in multiple years (2023, 2024).

Where does Civista Charitable Foundation make grants?

The foundation primarily funds organizations in Indiana, Ohio, and Michigan, with particular activity in the Dearborn County area.

What size grants does Civista Charitable Foundation award?

In 2024, Civista Charitable Foundation awarded 85 grants totaling $152K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Civista Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Civista Charitable Foundation reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Civista Charitable Foundation's EIN?

Civista Charitable Foundation's EIN (Employer Identification Number) is 20-4604858. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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