Great Rivers Community Trust
Great Rivers Community Trust is a public charity based in Zebulon, North Carolina, formed in 2001. It supports nonprofit community development financial institutions (CDFIs) through technical assistance and capital to help them make small-business loans to borrowers who lack access to traditional bank loans.
Great Rivers Community Trust at a glance
In short: Great Rivers Community Trust gave $677K across 12 grants in 2025 (avg $56K), top state California. 25% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $676,921
- -69.3% vs 2024
- Grants made (2025)
- 12
- -7.7% vs 2024
- Average grant
- $56,410
- -66.8% vs 2024
- Median grant
- $32,694
- Total assets
- $39,138,669
- +4.3% vs 2024
- New grantees (estimate)
- 25% first-time grantees (3 of 12, 2025; small sample)
- Primary geography
- California (41% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Great Rivers Community Trust
- Contact
Mailing address: 33 S Chesapeake Way, Zebulon, NC 27597
Phone: (812) 764-0097
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Great Rivers Community Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Accion Opportunity Fund Community Development ($196K). Together the top 10 received $662K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 21 grants of 44 (48%).
Geographic Focus
Where this funder awards grants
The trust is based in Zebulon, North Carolina. Its 2025 grants went to organizations in multiple states; by grant dollars, the largest recipient-state shares were California (41%), Texas (14%), New Mexico (13%), New York (13%), and Illinois (12%).
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Is Great Rivers Community Trust open to new grantees?
25%
first-time grantees, 2025
In 2025, 3 of 12 grantees (25%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $14K; repeat grants $70K. How we count
Medians: $16K first-time, $84K repeat.
- 75% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+13%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2021–2025). 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 2021 to 2025, annual grant giving ranged from $63K (2021) to $2.8M (2023). In 2025 it made 12 grants totaling $677K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Accion Opportunity Fund Community Development San Jose, CA | General Support | $195,701 |
| Lift Fund San Antonio, TX | General Support | $93,555 |
| Dreamspring Albuquerque, NM | General Support | $91,328 |
| Ascendus Inc New York City, NY | General Support | $85,862 |
| Allies for Community Business Chicago, IL | General Support | $83,881 |
| The Center by Lendistry Los Angeles, CA | General Support | $48,062 |
| TMC Community Capital Oakland, CA | General Support | $17,325 |
| Working Solutions CDFI San Francisco, CA | General Support | $17,233 |
| Latino Economic Development Center Saint Paul, MN | General Support | $15,668 |
| Community Enterprises Inc Thomaston, GA | General Support | $13,138 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $39,138,669 | $6,023,593 | $3,355,450 | $676,921 | 12 | $1,442,988 |
| 2024 | $37,516,587 | $9,521,573 | $4,634,135 | $2,208,198 | 13 | $1,516,645 |
| 2023 | $20,992,468 | $6,084,387 | $4,361,757 | $2,849,748 | 10 | $642,811 |
| 2022 | $10,310,847 | $4,795,455 | $1,266,488 | $599,072 | 6 | $385,343 |
| 2021 | $3,326,063 | $3,957,436 | $440,485 | $62,812 | 3 | $124,466 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization states that its mission is to support CDFIs by creating and developing a secondary market for CDFI small-business loans. Its program description says it provides technical assistance and capital to nonprofit CDFIs to help them originate loans under $50,000, particularly to entrepreneurs of color and women entrepreneurs, borrowers in low-to-moderate-income census tracts, and businesses with under $1 million in gross annual revenue.
The 2025 grants were all reported as general support. The grantees’ own descriptions illustrate the kinds of organizations supported: DreamSpring says it provides business credit, loans, and training to underserved entrepreneurs; Ascendus says it empowers low-to-moderate-income business owners through capital and financial education; and Allies for Community Business says it provides entrepreneurs with capital, coaching, and connections. Working Solutions CDFI describes providing diverse entrepreneurs with affordable capital and business consulting, while TMC Community Capital describes supporting underserved California entrepreneurs with capital and technical assistance.
Grantmaking
In filing year 2025, the trust gave $676,921 across 12 grants. Grants ranged from $5,302 to $195,701, with a median grant of $32,694. All 12 itemized grants were for general support.
The largest grants went to Accion Opportunity Fund Community Development ($195,701), Lift Fund ($93,555), DreamSpring ($91,328), Ascendus ($85,862), and Allies for Community Business ($83,881).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Joyce Klein as chair, Andrea Levere as vice chair, Robert Villarreal as treasurer, and Alberto Paracchini as secretary. Other listed board members are Ana Hammock, Andy Kaufman, Jason Keller, Amber Kuchar-Bell, and Sara Razavi. Francisco Lopez is listed as a board member through October 2024.
Great Rivers Community Trust is led by Joyce Klein, Chair on every filing since 2021; none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joyce Klein
Chair
On filings since 2021
3 hrs/week
No compensation reported
Andrea Levere
Vice Chair
On filings since 2021
3 hrs/week
No compensation reported
Francisco Lopez
Board Member
On filings since 2021
2 hrs/week
No compensation reported
Robert Villarreal
Treasurer
On filings since 2021
3 hrs/week
No compensation reported
Alberto Paracchini
Secretary
On filings since 2022
2 hrs/week
No compensation reported
Andy Kaufman
Board Member
On filings since 2022
2 hrs/week
No compensation reported
Amber Kuchar-Bell
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Bernard Worthy
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Sara Razavi
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Ana Hammock
Board Member
New on the 2025 filing
2 hrs/week
No compensation reported
Jason Keller
Board Member
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (8)
- Former: Harold Pettigrew (2021–2023) — Board Member
- Former: Allan Ivie (2021) — Treasurer
- Former: Deborah James (2021) — Board Member
- Former: Eddie Davis (2021) — Board President
- Former: Keith Willy (2021) — Board Member
- Former: Robert Boyle (2021) — Chief Executive Officer
- Former: Rochelle Bea (2021) — Secretary
- Former: Sheri Flanigan-Vasquez (2021) — Chief Operating Officer
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Great Rivers Community Trust
How much does Great Rivers Community Trust give each year?
Great Rivers Community Trust gave $677K across 12 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $2.2M across 13 grants.
What is Great Rivers Community Trust's typical grant size?
Great Rivers Community Trust's median grant in 2025 was $32,694, and its average grant was $56,410, across 12 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Great Rivers Community Trust that year got $14K on average.
Where does Great Rivers Community Trust give grants?
Great Rivers Community Trust's top state is California, with 41% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were Texas (14%) and New Mexico (13%).
Does Great Rivers Community Trust give general operating support?
Yes: 100% of Great Rivers Community Trust's 2025 grants with a stated purpose (12 of 12) were for general or operating support, per its 2025 IRS Form 990.
Who are Great Rivers Community Trust's largest grantees?
Great Rivers Community Trust's largest 2025 grantees include Accion Opportunity Fund Community Development ($195,701), Lift Fund ($93,555) and Dreamspring ($91,328), according to its 2025 IRS Form 990. Together they received 56% of its itemized 2025 grant dollars.
How large is Great Rivers Community Trust?
Great Rivers Community Trust reported $39.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $6.0M.
What does Great Rivers Community Trust fund?
The organization states that its mission is to support CDFIs by creating and developing a secondary market for CDFI small-business loans. See mission & focus areas ↑
How do I apply for a grant from Great Rivers Community Trust?
Great Rivers Community Trust has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Great Rivers Community Trust's EIN?
Great Rivers Community Trust's EIN (Employer Identification Number) is 43-1925293. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS January 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS January 13, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS February 15, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS January 23, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Great Rivers Community Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Great Rivers Community Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Great Rivers Community Trust funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/great-rivers-community-trust-morg_73c3d7ccff704166811bafbbd60c2728
BibTeX
@misc{grantable_431925293_2026,
author = {{Grantable}},
title = {{Great Rivers Community Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/great-rivers-community-trust-morg_73c3d7ccff704166811bafbbd60c2728},
note = {Accessed 2026-10-21. 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 Great Rivers Community 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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