Sonja Clason Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COLUMBUS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $341K in total assets. In 2024, it awarded 3 grants totaling $22K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$341K
-0.2% YoY
Annual Giving
$22K
+6.2% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$7K
+6.2% YoY
Under IRS private-foundation payout rules, Sonja Clason Charitable Trust reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.
About Sonja Clason Charitable Trust
Based on IRS filings
Sonja Clason Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COLUMBUS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $341K in total assets. In 2024, it awarded 3 grants totaling $22K. Net investment income was $26K.
Focus Areas
Ready to take the next step with Sonja Clason Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $341,168 | $341,880 | $315,516 |
| Revenue | $30,686 | $55,461 | $31,221 |
| Expenses | $31,397 | $29,099 | $31,107 |
| Qualifying Distributions | $25,182 | $23,774 | $25,548 |
| Net Investment Income | $25,519 | $50,622 | $25,946 |
| Distributable Amount | $25,561 | $23,183 | $25,412 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Little Traverse Bay Humane Society ($7,250), Cherryland Humane Society ($7,250), Charlevoix County Humane Society ($7,250).
| Recipient | Purpose | Amount |
|---|---|---|
| LITTLE TRAVERSE BAY HUMANE SOCIETY HARBOR SPRINGS, MI | SUPPORT OF HUMANE SOCIETY | $7,250 |
| CHERRYLAND HUMANE SOCIETY TRAVERSE CITY, MI | SUPPORT OF HUMANE SOCIETY | $7,250 |
| CHARLEVOIX COUNTY HUMANE SOCIETY BOYNE CITY, MI | SUPPORT OF HUMANE SOCIETY | $7,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK | TRUSTEE | 1 | $7,275 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Sonja Clason Charitable Trust?
Sonja Clason Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COLUMBUS, OH. It holds $341K in total assets as of 2024.
How large is Sonja Clason Charitable Trust?
As of 2024, Sonja Clason Charitable Trust holds $341K in total assets with $31K in annual revenue. It awarded 3 grants totaling $22K in 2024.
Where does Sonja Clason Charitable Trust operate?
Sonja Clason Charitable Trust has awarded grants in Michigan.
What size grants does Sonja Clason Charitable Trust award?
In 2024, Sonja Clason Charitable Trust awarded 3 grants totaling $22K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Sonja Clason Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sonja Clason Charitable Trust reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sonja Clason Charitable Trust's EIN?
Sonja Clason Charitable Trust's EIN (Employer Identification Number) is 30-0147944. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Sonja Clason Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Scott and Nancy Atherton Foundation
WILMINGTON, DE
Assets
—
Grants
37
Total Given
$30K
BISSELL Pet Foundation
GRAND RAPIDS, MI
Assets
—
Grants
61
Total Given
$210K
Oleson Foundation
TRAVERSE CITY, MI
Assets
—
Grants
71
Total Given
$1.6M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Edward Jones Foundation
ST LOUIS, MO
Assets
$138.9M
Grants
6,618
Total Given
$20.3M
Joseph G and Helen I Zimmerman
TRAVERSE CITY, MI
Assets
$6.1M
Grants
10
Total Given
$990K
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Two Seven Oh Inc
NEW HUDSON, MI
Assets
$13.6M
Grants
57
Total Given
$705K
Greater Good Charities
SEATTLE, WA
Assets
$16.0M
Grants
124
Total Given
$1.1M
Trott Foundation
BIRMINGHAM, MI
Assets
$5.3M
Grants
25
Total Given
$206K
The Kent Foundation
PETOSKEY, MI
Assets
$503K
Grants
24
Total Given
$47K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Sonja Clason Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities