John O & Helen Younger Charitable Trust
John O & Helen Younger Charitable Trust is a private foundation focused on Education, based in Sarasota, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $321K in total assets. In 2025, it awarded 1 grant totaling $87K. Net investment income was $127K.
John O & Helen Younger Charitable Trust at a glance
In short: John O & Helen Younger Charitable Trust gave $87K across 1 grant in 2025 (avg $87K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $87,102
- +20.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $87,102
- +20.4% vs 2024
- Median grant
- $87,102
- Total assets
- $320,591
- +13.1% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who John O & Helen Younger Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Lawrence University ($87K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How John O & Helen Younger Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 228% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $30K (2023) to $87K (2025). In 2025 it made 1 grant totaling $87K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lawrence University Appleton, WI | Scholarships | $87,102 |
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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 | $320,591 | $133,287 | $96,224 | $87,102 | 1 | $88,952 | $127,409 | $39,067 |
| 2024 | $283,528 | $59,843 | $79,662 | $72,338 | 1 | $74,093 | $54,274 | $37,707 |
| 2023 | $303,347 | $38,866 | $37,049 | $29,674 | 1 | $31,299 | $34,302 | $31,167 |
| 2022 | $301,529 | $45,458 | $87,121 | $80,628 | 1 | $82,153 | $40,888 | $30,408 |
| 2021 | $343,192 | $33,781 | $79,994 | $72,994 | 1 | $74,519 | $28,646 | $35,787 |
| 2020 | $389,405 | $28,680 | $76,351 | $70,220 | 1 | — | $24,437 | $31,370 |
Under IRS private-foundation payout rules, John O & Helen Younger Charitable Trust reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John O & Helen Younger Charitable Trust's only listed officer is Caldwell Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Caldwell Trust Company
Trustee
On filings since 2020
20 hrs/week
$4K (2020) → $6K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to Caldwell Trust Company (Trustee).
Frequently asked questions about John O & Helen Younger Charitable Trust
How much does John O & Helen Younger Charitable Trust give each year?
John O & Helen Younger Charitable Trust gave $87K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $72K across 1 grant.
How large is John O & Helen Younger Charitable Trust?
John O & Helen Younger Charitable Trust reported $321K in total assets on its 2025 IRS Form 990-PF. It paid out $89K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets).
What is John O & Helen Younger Charitable Trust?
John O & Helen Younger Charitable Trust is a private foundation focused on Education, based in Sarasota, FL. It holds $321K in total assets as of 2025.
Where does John O & Helen Younger Charitable Trust operate?
John O & Helen Younger Charitable Trust has awarded grants in Wisconsin.
What is John O & Helen Younger Charitable Trust's EIN?
John O & Helen Younger Charitable Trust's EIN (Employer Identification Number) is 65-0314860. IRS Form 990 filing data is available on this page for 2020–2025.
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 2020 (received by the IRS April 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 17, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work John O & Helen Younger Charitable Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
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