JoAnne L Shrontz Family Foundation

SALT LAKE CITY, UT EIN: 20-8515544

JoAnne L Shrontz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 19 grants totaling $264K. Net investment income was $507K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.2M

+5.7% YoY

Annual Giving

$264K

+68.4% YoY

Grant Count

19

-13.6% YoY

Avg Grant Size

$14K

+95.0% YoY

Under IRS private-foundation payout rules, JoAnne L Shrontz Family Foundation reported a distributable amount of $230K for 2024 — the minimum it must pay out in qualifying distributions.

About JoAnne L Shrontz Family Foundation

Based on IRS filings

JoAnne L Shrontz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 19 grants totaling $264K. Net investment income was $507K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BostonBrooklineBrooklynCambridgeEvanstonFlushingIndianapolisJenkintownKanabLong Island CityNew YorkNorth Salt LakePark CitySalt Lake CityWestonWindsor

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$157K$314K$471K$627K20202021202220232024
Metric202420232022
Total Assets$4,216,373$3,989,846$3,924,481
Revenue$570,329$301,590$73,393
Expenses$352,774$237,130$310,447
Qualifying Distributions$267,678$160,946$250,187
Net Investment Income$507,233$228,406$83,199
Distributable Amount$229,679$212,576$223,148

Giving Over Time

Total grant dollars and number of grants per year

$0$66K$132K$198K$264K21 grants202025 grants202128 grants202222 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Renaissance Charitable F…$80KBallet West$30KUniversity of Utah Utah …$13KThe McGillis School$12KNature Conservancy of Utah$11KWasatch Community Gardens$11KThe Trustees of Reservat…$10KUinta BOCES 1 Foundation…$10KWindsor School Inc$10KUniversity of Utah Schoo…$10K

Grant Size Distribution

115 grants across all recorded years

114<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Renaissance Charitable Foundation ($80,000), Ballet West ($30,000), University of Utah Utah Museum of Natural History ($12,500).

RecipientPurposeAmount
Nature Conservancy of Utah Salt Lake City, UTGeneral Financial Support$10,500
University of Utah Utah Museum of Natural History Salt Lake City, UTGeneral financial support$12,500
Guadalupe Schools Salt Lake City, UTGeneral financial support$5,000
The Children's Center Salt Lake City, UTGeneral financial support$7,500
The McGillis School Salt Lake City, UTGeneral Financial Support$11,500
The Trustees of Reservations Windsor, MAGeneral Financial Support$10,000
Uinta BOCES 1 Foundation Inc Evanston, WYGeneral Financial Support$10,000
Wasatch Community Gardens Salt Lake City, UTGeneral Financial Support$10,500
Friends of EIM Brooklyn, NYGeneral Financial Support$7,500
YMCA of Northern Utah Salt Lake City, UTGeneral Financial Support$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Ellen E RossiAdvisory Committee$2KDr Erik C ErlingssonAdvisory Committee$2KMathieu C ShrontzAdvisory Committee$2KCharles H LivseyAdvisory Committee$2K

From 2024 filing

NameTitleHoursCompensation
Ellen E RossiAdvisory Committee0.13$2,000
Dr Erik C ErlingssonAdvisory Committee0.13$2,000
Mathieu C ShrontzAdvisory Committee0.13$2,000
Charles H LivseyAdvisory Committee0.13$2,000

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is JoAnne L Shrontz Family Foundation?

JoAnne L Shrontz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. It holds $4.2M in total assets as of 2024.

How large is JoAnne L Shrontz Family Foundation?

As of 2024, JoAnne L Shrontz Family Foundation holds $4.2M in total assets with $570K in annual revenue. It awarded 19 grants totaling $264K in 2024.

Where does JoAnne L Shrontz Family Foundation operate?

JoAnne L Shrontz Family Foundation has awarded grants in Indiana, Massachusetts, New York, Pennsylvania, Utah, Wyoming.

What size grants does JoAnne L Shrontz Family Foundation award?

In 2024, JoAnne L Shrontz Family Foundation awarded 19 grants totaling $264K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is JoAnne L Shrontz Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, JoAnne L Shrontz Family Foundation reported a distributable amount of $230K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is JoAnne L Shrontz Family Foundation's EIN?

JoAnne L Shrontz Family Foundation's EIN (Employer Identification Number) is 20-8515544. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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