James B Richardson Trust
James B Richardson Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $307K in total assets. In 2025, it made $804 in qualifying distributions. Net investment income was $13K.
James B Richardson Trust at a glance
- Total assets
- $307,376
- +8.1% vs 2024
- Revenue (2025)
- $33,345
- +80.5% vs 2024
- Qualifying distributions (2025)
- $804
- -95.2% vs 2024
- Expenses (2025)
- $8,267
- -65.1% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who James B Richardson Trust funds
How this funder distributes its grants
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How James B Richardson Trust gives
- Giving fell 33% from 2021 to 2024. Method
- In 2025 it paid out 3% 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 2019 to 2024, annual grant giving ranged from $13K (2019) to $26K (2022). In 2024 it made 2 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Santa Cruz City Library System Santa Cruz, CA | Support of Daily Operations | $12,680 |
| Cornell University Ithaca, NY | Support of Daily Operations | $3,170 |
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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 | $307,376 | $33,345 | $8,267 | — | — | $804 | $13,418 | $32,063 |
| 2024 | $284,336 | $18,469 | $23,693 | $15,850 | 2 | $16,620 | $11,504 | $18,371 |
| 2023 | $290,487 | $13,962 | $26,743 | $19,541 | 2 | $20,261 | $7,455 | $17,051 |
| 2022 | $303,334 | $11,948 | $33,502 | $25,698 | 2 | $26,453 | $5,154 | $17,578 |
| 2021 | $325,144 | $20,564 | $31,665 | $23,506 | 2 | $24,322 | $12,313 | $19,701 |
| 2020 | $335,642 | $12,349 | $26,398 | $19,179 | 2 | — | $6,261 | $16,815 |
| 2019 | $341,753 | $16,230 | $22,401 | $12,611 | 2 | — | $9,989 | $17,495 |
Under IRS private-foundation payout rules, James B Richardson Trust reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James B Richardson Trust's only listed officer is Fifth Third Bank, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Fifth Third Bank
Trustee
New on the 2025 filing
1 hr/week
$8K (2025)
Former officers (1)
- Former: Comerica Bank (2019–2024) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Fifth Third Bank (Trustee).
Frequently asked questions about James B Richardson Trust
How large is James B Richardson Trust?
James B Richardson Trust reported $307K in total assets on its 2025 IRS Form 990-PF. It paid out $804 in qualifying distributions that year, against a required minimum of $32K (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.
Where does James B Richardson Trust operate?
James B Richardson Trust has awarded grants in California, New York.
What is James B Richardson Trust's EIN?
James B Richardson Trust's EIN (Employer Identification Number) is 94-6505556. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
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