John R Shofnitz Charitable Trust
John R Shofnitz Charitable Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 7 grants totaling $86K. Net investment income was $211K.
John R Shofnitz Charitable Trust at a glance
In short: John R Shofnitz Charitable Trust gave $86K across 7 grants in 2025 (avg $12K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $86,100
- +12.7% vs 2024
- Grants made (2025)
- 7
- +16.7% vs 2024
- Average grant
- $12,300
- -3.4% vs 2024
- Median grant
- $12,915
- Total assets
- $1,633,625
- +7.7% vs 2024
- Primary geography
- Michigan (60% 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 R Shofnitz Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Corunna Public Schools ($17K). Together the top 7 received $86K.
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 34 grants of 34 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How John R Shofnitz Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 103% 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 $76K (2024) to $99K (2022). In 2025 it made 7 grants totaling $86K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Corunna Public Schools Corunna, MI | Scholarship | $17,220 |
| Missionaries of Charity Inc Miami, FL | Annual Fund | $12,915 |
| Shriners Hospitals for Children Atlanta, GA | Annual Fund | $12,915 |
| Juddville United Methodist Church Corunna, MI | Annual Fund | $12,915 |
| Messiah Lutheran Church Roscommon, MI | Annual Fund | $12,915 |
| The Salvation Army Hoffman Estates, IL | Annual Fund | $8,610 |
| Memorial Healthcare Owosso, MI | Annual Fund | $8,610 |
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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 | $1,633,625 | $235,052 | $118,536 | $86,100 | 7 | $91,656 | $211,401 | $89,184 |
| 2024 | $1,517,175 | $177,909 | $105,636 | $76,400 | 6 | $80,985 | $154,652 | $85,301 |
| 2023 | $1,444,784 | $91,728 | $103,337 | $78,000 | 7 | $82,172 | $69,650 | $77,824 |
| 2022 | $1,456,625 | $52,297 | $127,014 | $99,000 | 7 | $103,101 | $31,291 | $90,870 |
| 2021 | $1,522,546 | $156,910 | $116,530 | $90,000 | 7 | $90,500 | $128,342 | $90,150 |
| 2020 | $1,481,878 | $70,073 | $107,487 | $78,000 | 7 | — | $47,387 | $77,761 |
Under IRS private-foundation payout rules, John R Shofnitz Charitable Trust reported a distributable amount of $89K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John R Shofnitz Charitable Trust's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$21K (2020) → $27K (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 $27K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about John R Shofnitz Charitable Trust
How much does John R Shofnitz Charitable Trust give each year?
John R Shofnitz Charitable Trust gave $86K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $76K across 6 grants.
What is John R Shofnitz Charitable Trust's typical grant size?
John R Shofnitz Charitable Trust's median grant in 2025 was $12,915, and its average grant was $12,300, across 7 grants on its 2025 IRS Form 990-PF.
Where does John R Shofnitz Charitable Trust give grants?
John R Shofnitz Charitable Trust gives mostly in Michigan: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (15%) and Georgia (15%). The most frequent recipient cities were Corunna, MI (2 grants).
Does John R Shofnitz Charitable Trust give general operating support?
Yes: 86% of John R Shofnitz Charitable Trust's 2025 grants with a stated purpose (6 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are John R Shofnitz Charitable Trust's largest grantees?
John R Shofnitz Charitable Trust's largest 2025 grantees include Corunna Public Schools ($17,220), Missionaries of Charity Inc ($12,915) and Shriners Hospitals for Children ($12,915), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is John R Shofnitz Charitable Trust?
John R Shofnitz Charitable Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $92K in qualifying distributions that year, against a required minimum of $89K (roughly 5% of its investment assets).
What is John R Shofnitz Charitable Trust's EIN?
John R Shofnitz Charitable Trust's EIN (Employer Identification Number) is 38-3206767. 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 May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 21, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work John R Shofnitz Charitable Trust funds
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