Iona Charitable Trust
Iona Charitable Trust is a private foundation focused on Human Services, based in Wilmington, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $216K in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $12K.
Iona Charitable Trust at a glance
In short: Iona Charitable Trust gave $6K across 2 grants in 2024 (avg $3K), mostly in Virginia. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $6,100
- +22.0% vs 2023
- Grants made (2024)
- 2
- +100.0% vs 2023
- Average grant
- $3,050
- -39.0% vs 2023
- Median grant
- $3,050
- Total assets
- $216,412
- +0.6% vs 2023
- Primary geography
- Virginia (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Iona Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Westminster-Canterbury Foundation ($5K). Together the top 2 received $6K.
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Iona Charitable Trust gives
- In 2024 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $5K (2023) to $6K (2024). In 2024 it made 2 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Westminster-Canterbury Foundation Richmond, VA | General & Unrestricted | $5,000 |
| Friends Association for Children Richmond, VA | General & Unrestricted | $1,100 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $216,412 | $13,048 | $11,697 | $6,100 | 2 | $10,924 | $12,358 | $14,334 |
| 2023 | $215,061 | $3,147 | $11,588 | $5,000 | 1 | $10,711 | $5,996 | $12,720 |
| 2022 | $223,502 | $8,336 | $5,718 | — | — | $4,615 | $7,649 | $12,426 |
| 2021 | $220,884 | $37,404 | $4,079 | — | — | $3,422 | $36,578 | $13,237 |
| 2020 | $187,559 | $8,397 | $5,385 | — | — | — | $7,744 | $10,918 |
Under IRS private-foundation payout rules, Iona Charitable Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Iona Charitable Trust is led by Greta B Peters, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Greta B Peters
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Iona Charitable Trust
How much does Iona Charitable Trust give each year?
Iona Charitable Trust gave $6K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 1 grant.
How large is Iona Charitable Trust?
Iona Charitable Trust reported $216K in total assets on its 2024 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $14K (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 is Iona Charitable Trust?
Iona Charitable Trust is a private foundation focused on Human Services, based in Wilmington, DE. It holds $216K in total assets as of 2024.
Where does Iona Charitable Trust operate?
Iona Charitable Trust has awarded grants in Virginia.
What is Iona Charitable Trust's EIN?
Iona Charitable Trust's EIN (Employer Identification Number) is 47-5340662. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Iona Charitable Trust funds
Human Services Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Iona Charitable Trust's focus areas in our free grants database
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