Margie V Johnson Irrev Tr

Private foundation · Grantmaker Cincinnati, OH EIN: 87-6339505

Margie V Johnson Irrev Tr is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 1 grant totaling $81K. Net investment income was $157K.

Key facts about Margie V Johnson Irrev Tr

In short: Margie V Johnson Irrev Tr gave $81K across 1 grant in 2025 (avg $81K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
87-6339505
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$81,051
Grants made (2025)
1
Average grant
$81,051
Median grant
$81,051
Total assets
$1,453,656
Primary geography
Florida (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.5M

+5.0% YoY

Annual Giving

$81K

-15.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$81K

-15.7% YoY

Under IRS private-foundation payout rules, Margie V Johnson Irrev Tr reported a distributable amount of $101K for 2025 — the minimum it must pay out in qualifying distributions.

How Margie V Johnson Irrev Tr gives

  • Giving fell 40% from 2022 to 2025. Method
  • In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Punta Gorda

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $6K (2021) to $135K (2022). In 2025 it made 1 grant totaling $81K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Charlotte Community Foundation: $81KCharlotte Community Foundation$81K

The largest 2025 recipient was Charlotte Community Foundation ($81K).

Grant Size Distribution

5 grants across all recorded years

1<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Charlotte Community Foundation Punta Gorda, FLSupport of Daily Operations$81,051

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,453,656$1,384,561$1,457,561
Revenue$192,898$57,446$-17,004
Expenses$122,716$129,609$112,846
Qualifying Distributions$86,800$97,111$82,458
Net Investment Income$157,461$25,206$15,938
Distributable Amount$101,012$96,330$71,453

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 4, 2026)
  2. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Margie V Johnson Irrev Tr's only listed officer is Fifth Third Bank N A, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • Fifth Third Bank N A

    Trustee

    New on the 2025 filing

    1 hr/week

    $10K (2025)

Former officers (1)
  • Former: Comerica Bank (2021–2024) — 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.

Compensation Overview

From 2025 IRS filing

Fifth Third Bank N a — Trustee: $10KFifth Third Bank N aTrustee$10K

The highest reported compensation on the 2025 filing was $10K, to Fifth Third Bank N a (Trustee).

Frequently asked questions about Margie V Johnson Irrev Tr

How much does Margie V Johnson Irrev Tr give each year?

Margie V Johnson Irrev Tr gave $81K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $96K across 1 grant.

How large is Margie V Johnson Irrev Tr?

Margie V Johnson Irrev Tr reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $87K in qualifying distributions that year, against a required minimum of $101K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Margie V Johnson Irrev Tr operate?

Margie V Johnson Irrev Tr has awarded grants in Florida.

What is Margie V Johnson Irrev Tr's EIN?

Margie V Johnson Irrev Tr's EIN (Employer Identification Number) is 87-6339505. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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