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 2025. As of 2025, the organization holds $218K in total assets. In 2025, it awarded 2 grants totaling $10K. Net investment income was $17K.
Iona Charitable Trust at a glance
In short: Iona Charitable Trust gave $10K across 2 grants in 2025 (avg $5K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,000
- +63.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $5,000
- +63.9% vs 2024
- Median grant
- $5,000
- Total assets
- $218,330
- +0.9% vs 2024
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who Iona Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Leadership Metro Richmond Inc ($5K). Together the top 2 received $10K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Iona Charitable Trust gives
- In 2025 it paid out 100% 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 2025, annual grant giving ranged from $5K (2023) to $10K (2025). In 2025 it made 2 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Leadership Metro Richmond Inc Richmond, VA | General & Unrestricted | $5,000 |
| Westminster-Canterbury Foundation Richmond, VA | General & Unrestricted | $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 | $218,330 | $18,074 | $16,156 | $10,000 | 2 | $15,037 | $17,155 | $15,096 |
| 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 $15K for 2025 — 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 2025 filing
Greta B Peters
Trustee
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about Iona Charitable Trust
How much does Iona Charitable Trust give each year?
Iona Charitable Trust gave $10K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 2 grants.
How large is Iona Charitable Trust?
Iona Charitable Trust reported $218K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $15K (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 $218K in total assets as of 2025.
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 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 15, 2026)
- 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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