Junior League of Cincinnati Endowment Trust
The Junior League of Cincinnati Endowment Trust Fund is an endowment trust committed to and managed for the exclusive benefit of the Junior League of Cincinnati. To ensure the continuation and stability of its programs and to promote and facilitate those programs.
Junior League of Cincinnati Endowment Trust at a glance
In short: Junior League of Cincinnati Endowment Trust gave $85K across 1 grant in 2025 (avg $85K), mostly in Ohio. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $85,021
- +5.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $85,021
- +5.7% vs 2024
- Median grant
- $85,021
- Total assets
- $2,532,688
- +6.2% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Junior League of Cincinnati Endowment Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Junior League of Cincinnati ($85K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
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 Junior League of Cincinnati Endowment Trust gives
- Giving grew 32% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $58K (2021) to $85K (2025). In 2025 it made 1 grant totaling $85K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Junior League of Cincinnati Cincinnati, OH | Funds disbursed to Junior League of Cincinnati in accordance with the stated purpose of this organization's mission. | $85,021 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $2,532,688 | $63,555 | $104,698 | $85,021 | 1 | $59,280 |
| 2024 | $2,385,458 | $119,032 | $98,440 | $80,453 | 1 | $53,521 |
| 2023 | $2,028,265 | $55,274 | $89,392 | $74,115 | 1 | $5,544 |
| 2022 | $2,093,113 | $95,011 | $81,385 | $64,283 | 1 | $88,534 |
| 2021 | $2,268,426 | $193,046 | $73,422 | $58,473 | 1 | $72,110 |
About Junior League of Cincinnati Endowment Trust
Based on IRS filings
Junior League of Cincinnati Endowment Trust is a public charity focused on Community Improvement & Capacity Building, based in Cincinnati, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 1 grant totaling $85K. Net investment income was $59K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Junior League of Cincinnati Endowment Trust is led by Susan Shelton, Chair since 2025 (on filings since 2021); none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Susan Shelton
Chair
Trustee → Chair, 2025
On filings since 2021
0.5 hrs/week
No compensation reported
Judy Dalambakis
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Lucinda Heekin
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Deanna Sicking
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Elizabeth Berkowitz
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Lauren Kulik
Vice Chair
Trustee → Vice Chair, 2025
On filings since 2024
0.5 hrs/week
No compensation reported
Former officers (10)
- Former: Julie Albright (2021–2024) — Chair
- Former: Tara Noland (2021–2024) — Trustee
- Former: Rosemary Walsh (2021–2023) — Trustee
- Former: Valerie Newell (2021–2023) — Trustee
- Former: Kei Lawson (2022–2023) — Trustee
- Former: Lauren Gonzalez (2022–2023) — Trustee
- Former: Carrie Hayden (2021–2022) — Trustee
- Former: Lucy Lane Broderick (2021–2022) — Administrator
- Former: Nicole Portal-Velarde (2021–2022) — Vice Chair-Exit June
- Former: Laura Gonzalez (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 Junior League of Cincinnati Endowment Trust
How much does Junior League of Cincinnati Endowment Trust give each year?
Junior League of Cincinnati Endowment Trust gave $85K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $80K across 1 grant.
How large is Junior League of Cincinnati Endowment Trust?
Junior League of Cincinnati Endowment Trust reported $2.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $64K.
What is Junior League of Cincinnati Endowment Trust?
Junior League of Cincinnati Endowment Trust is a public charity focused on Community Improvement & Capacity Building, based in Cincinnati, OH. It holds $2.5M in total assets as of 2025.
Where does Junior League of Cincinnati Endowment Trust operate?
Junior League of Cincinnati Endowment Trust has awarded grants in Ohio.
What is Junior League of Cincinnati Endowment Trust's EIN?
Junior League of Cincinnati Endowment Trust's EIN (Employer Identification Number) is 31-1425344. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS March 8, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS March 30, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS March 29, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 7, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS April 14, 2026)
- IRS filings on file for fiscal years 2021–2025
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