Juanita Collier Trust for Charities

Private foundation · Grantmaker Toledo, OH EIN: 20-7167499

Juanita Collier Trust for Charities is a private foundation, based in Toledo, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $125K in total assets.

Key facts about Juanita Collier Trust for Charities

EIN
20-7167499
Latest 990 filing
Form 990-PF, 2025
Total assets
$125,005

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$125K

-38.5% YoY

Revenue

$7K

-94.6% YoY

Expenses

$85K

-33.3% YoY

Under IRS private-foundation payout rules, Juanita Collier Trust for Charities reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.

How Juanita Collier Trust for Charities gives

  • Giving fell 50% from 2020 to 2023. Method
  • In 2023 it paid out 659% of its IRS minimum distribution (the 5% rule). 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

2states

States

Cities

ColumbusLimaTampa

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K3 grants2020 0 grants2021 0 grants2022 3 grants2023 0 grants2024 0 grants2025

From 2020 to 2023, annual grant giving ranged from $100K (2023) to $200K (2020). In 2023 it made 3 grants totaling $100K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$125,005$203,141$206,575
Revenue$6,639$123,735$77,417
Expenses$84,773$127,169$242,597
Qualifying Distributions——$100,000
Net Investment Income—$116,548—
Distributable Amount$10,005$7,947$15,166

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Juanita Collier Trust for Charities is led by James H Irmen, Trustee on every filing since 2021 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • James H Irmen

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: no one (2020)
  • Former: Randy J. Belden (2020) — Trustee

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.

Frequently asked questions about Juanita Collier Trust for Charities

How large is Juanita Collier Trust for Charities?

Juanita Collier Trust for Charities reported $125K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $7K.

Where does Juanita Collier Trust for Charities operate?

Juanita Collier Trust for Charities has awarded grants in Florida, Ohio.

How much is Juanita Collier Trust for Charities required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Juanita Collier Trust for Charities reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Juanita Collier Trust for Charities's EIN?

Juanita Collier Trust for Charities's EIN (Employer Identification Number) is 20-7167499. 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.

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