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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$216K
+0.6% YoY
Annual Giving
$6K
+22.0% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$3K
-39.0% YoY
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.
About Iona Charitable Trust
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $216,412 | $215,061 | $223,502 |
| Revenue | $13,048 | $3,147 | $8,336 |
| Expenses | $11,697 | $11,588 | $5,718 |
| Qualifying Distributions | $10,924 | $10,711 | $4,615 |
| Net Investment Income | $12,358 | $5,996 | $7,649 |
| Distributable Amount | $14,334 | $12,720 | $12,426 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Westminster-canterbury Foundation ($5,000), Friends Association for Children ($1,100).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIENDS ASSOCIATION FOR CHILDREN RICHMOND, VA | General & Unrestricted | $1,100 |
| WESTMINSTER-CANTERBURY FOUNDATION RICHMOND, VA | General & Unrestricted | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Greta B Peters | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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.
How large is Iona Charitable Trust?
As of 2024, Iona Charitable Trust holds $216K in total assets with $13K in annual revenue. It awarded 2 grants totaling $6K in 2024.
Where does Iona Charitable Trust operate?
Iona Charitable Trust has awarded grants in Virginia.
What size grants does Iona Charitable Trust award?
In 2024, Iona Charitable Trust awarded 2 grants totaling $6K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Iona Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Iona Charitable Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Iona Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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