J B Cliver Charitable Trust
J B Cliver Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chapel Hill, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $945K in total assets. In 2025, it awarded 1 grant totaling $50K. Net investment income was $136K.
Key facts about J B Cliver Charitable Trust
In short: J B Cliver Charitable Trust gave $50K across 1 grant in 2025 (avg $50K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- EIN
- 36-6943236
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $50,000
- Grants made (2025)
- 1
- Average grant
- $50,000
- Median grant
- $50,000
- Total assets
- $945,414
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$945K
+9.8% YoY
Annual Giving
$50K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$50K
+0.0% YoY
Under IRS private-foundation payout rules, J B Cliver Charitable Trust reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.
How J B Cliver Charitable Trust gives
- Giving fell 23% from 2022 to 2025. Method
- In 2025 it paid out 82% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF NOTRE DAME Notre Dame, IN | CHARITABLE GIFT | $50,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $945,414 | $861,058 | $869,406 |
| Revenue | $142,189 | $48,583 | $28,678 |
| Expenses | $57,833 | $56,386 | $55,396 |
| Qualifying Distributions | $50,810 | $50,715 | $51,165 |
| Net Investment Income | $135,866 | $42,912 | $23,985 |
| Distributable Amount | $61,824 | $60,356 | $52,938 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 18, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 31, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
J B Cliver Charitable Trust is led by Carol H. Hoffmann, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Carol H. Hoffmann
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 J B Cliver Charitable Trust
How much does J B Cliver Charitable Trust give each year?
J B Cliver Charitable Trust gave $50K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 1 grant.
How large is J B Cliver Charitable Trust?
J B Cliver Charitable Trust reported $945K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $62K (roughly 5% of its investment assets).
What is J B Cliver Charitable Trust?
J B Cliver Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chapel Hill, NC. It holds $945K in total assets as of 2025.
Where does J B Cliver Charitable Trust operate?
J B Cliver Charitable Trust has awarded grants in Indiana.
What is J B Cliver Charitable Trust's EIN?
J B Cliver Charitable Trust's EIN (Employer Identification Number) is 36-6943236. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching J B Cliver Charitable Trust by hand.
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