Juanita Collier Trust for Charities
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
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- 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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