Generation IV Charitable Trust
Generation IV Charitable Trust is a private foundation based in Cincinnati, Ohio. Its 2025 filing reports 14 grants totaling $81,000 to charitable organizations, with listed recipients in five states.
Generation IV Charitable Trust at a glance
In short: Generation IV Charitable Trust gave $81K across 14 grants in 2025 (avg $6K), top state Michigan. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $81,000
- +0.0% vs 2024
- Grants made (2025)
- 14
- +7.7% vs 2024
- Average grant
- $5,786
- -7.1% vs 2024
- Median grant
- $5,000
- Total assets
- $1,251,880
- -1.9% vs 2024
- New grantees (estimate)
- 14% first-time grantees (2 of 14, 2025; small sample)
- Primary geography
- Michigan (33% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Generation IV Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 630858, Cincinnati, OH 45263-0858
Phone: (313) 222-3085
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Generation IV Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was High Fives ($10K). Together the top 10 received $67K.
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 71 grants of 71 (100%).
Geographic Focus
Where this funder awards grants
The foundation is based in Cincinnati, Ohio. In 2025, grant dollars went to recipients in Michigan (33%), Illinois (33%), California (12%), Tennessee (12%), and Colorado (9%).
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Is Generation IV Charitable Trust open to new grantees?
14%
first-time grantees, 2025
In 2025, 2 of 14 grantees (14%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $5K; repeat grants $6K. How we count
Medians: $5K first-time, $5K repeat.
- 79% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $71K (2021) to $81K (2025). In 2025 it made 14 grants totaling $81K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| High Fives Trukee, CA | Support of Daily Operations | $10,000 |
| University of Michigan Development Ann Arbor, MI | Support of Daily Operations | $10,000 |
| St Jude Childrens Research Memphis, TN | Support of Daily Operations | $10,000 |
| Colorado Trail Foundation Golden, CO | Support of Daily Operations | $7,000 |
| Zaman International Inkster, MI | Support of Daily Operations | $5,000 |
| Youth Job Center Evanston, IL | Support of Daily Operations | $5,000 |
| Refugee One Chicago, IL | Support of Daily Operations | $5,000 |
| Orchard Lake Schools Orchard Lake, MI | Support of Daily Operations | $5,000 |
| Urban Initiatives Chicago, IL | Support of Daily Operations | $5,000 |
| Chicago Union Care Chicago, IL | Support of Daily Operations | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,251,880 | $86,757 | $111,393 | $81,000 | 14 | $83,897 | $60,013 | $87,415 |
| 2024 | $1,276,768 | $67,799 | $113,212 | $81,000 | 13 | $86,295 | $41,691 | $82,947 |
| 2023 | $1,321,420 | $53,191 | $101,314 | $72,000 | 13 | $76,146 | $29,318 | $74,809 |
| 2022 | $1,386,118 | $99,030 | $114,035 | $81,000 | 15 | $87,527 | $73,707 | $75,194 |
| 2021 | $1,385,458 | $104,741 | $108,514 | $70,500 | 16 | $81,234 | $77,461 | $84,397 |
| 2020 | $1,389,542 | $62,826 | $104,017 | $72,500 | 18 | — | $42,289 | $78,775 |
Under IRS private-foundation payout rules, Generation IV Charitable Trust reported a distributable amount of $87K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state the foundation’s own mission. Its 2025 grants included organizations whose missions, as described by the grantees, include supporting marginalized women and children (Zaman International), connecting young people with careers (Youth Job Center), sports-based youth development in Chicago (Urban Initiatives), services for people affected by homelessness and poverty (Inspiration Corporation), and human connection, housing support, and health care for people who are unhoused or experiencing poverty (The Night Ministry).
Grantmaking
In 2025, the foundation made 14 grants totaling $81,000. Grants ranged from $2,500 to $10,000, with a median of $5,000. Listed recipients included High Fives and the University of Michigan Development ($10,000 each); St Jude Childrens Research ($10,000); Colorado Trail Foundation ($7,000); and Zaman International, Youth Job Center, Refugee One, Orchard Lake Schools, Urban Initiatives, and Chicago Union Care ($5,000 each). The 2025 filing describes the purposes of the listed grants as support of daily operations.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Fifth Third Bank N A, Duane L Tarnacki, Danforth E Holley III, and Drake Holley as trustees.
Generation IV Charitable Trust's 2025 filing lists 4 officers; 1 of 4 officers listed in 2025 is compensated.
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
New on the 2025 filing
1 hr/week
$29K (2025)
Danforth E. Holley III
Trustee
On filings since 2020
1 hr/week
No compensation reported
Drake Holley
Trustee
On filings since 2020
1 hr/week
No compensation reported
Duane L. Tarnacki
Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (3)
- Former: Comerica (2021–2024) — Trustee
- Former: Comerica Bank (2020) — Trustee
- Former: Helen M. Fowler (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $29K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Generation IV Charitable Trust
How much does Generation IV Charitable Trust give each year?
Generation IV Charitable Trust gave $81K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $81K across 13 grants.
What is Generation IV Charitable Trust's typical grant size?
Generation IV Charitable Trust's median grant in 2025 was $5,000, and its average grant was $5,786, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Generation IV Charitable Trust that year got $5K on average.
Where does Generation IV Charitable Trust give grants?
Generation IV Charitable Trust's top state is Michigan, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (33%) and California (12%). The most frequent recipient cities were Chicago, IL (5 grants).
Does Generation IV Charitable Trust give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on Generation IV Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support of Daily Operations" (14 grants).
Who are Generation IV Charitable Trust's largest grantees?
Generation IV Charitable Trust's largest 2025 grantees include High Fives ($10,000), University of Michigan Development ($10,000) and St Jude Childrens Research ($10,000), according to its 2025 IRS Form 990-PF. Together they received 37% of its itemized 2025 grant dollars.
How large is Generation IV Charitable Trust?
Generation IV Charitable Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $84K in qualifying distributions that year, against a required minimum of $87K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Generation IV Charitable Trust fund?
The available information does not state the foundation’s own mission. See mission & focus areas ↑
How do I apply for a grant from Generation IV Charitable Trust?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Generation IV Charitable Trust's EIN?
Generation IV Charitable Trust's EIN (Employer Identification Number) is 38-6781068. IRS Form 990 filing data is available on this page for 2020–2025.
Does Generation IV Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Generation IV Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Generation IV Charitable Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/generation-iv-charitable-trust-morg_1713ae14a3174bc59f5b22fd6fc275e6
BibTeX
@misc{grantable_386781068_2026,
author = {{Grantable}},
title = {{Generation IV Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/generation-iv-charitable-trust-morg_1713ae14a3174bc59f5b22fd6fc275e6},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Generation IV Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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