Sonja Clason Charitable Trust
Sonja Clason Charitable Trust is a private foundation, based in Columbus, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $329K in total assets. In 2025, it awarded 3 grants totaling $23K. Net investment income was $15K.
Sonja Clason Charitable Trust at a glance
In short: Sonja Clason Charitable Trust gave $23K across 3 grants in 2025 (avg $8K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,205
- +6.7% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $7,735
- +6.7% vs 2024
- Median grant
- $7,735
- Total assets
- $328,866
- -3.6% vs 2024
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Sonja Clason Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Little Traverse Bay Humane Society ($8K). Together the top 3 received $23K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Sonja Clason Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 99% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $20K (2023) to $24K (2021). In 2025 it made 3 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Little Traverse Bay Humane Society Harbor Springs, MI | General Operating | $7,735 |
| Cherryland Humane Society Traverse City, MI | General Operating | $7,735 |
| Charlevoix County Humane Society Boyne City, MI | General Operating | $7,735 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $328,866 | $20,645 | $32,430 | $23,205 | 3 | $26,764 | $15,184 | $26,979 |
| 2024 | $341,168 | $30,686 | $31,397 | $21,750 | 3 | $25,182 | $25,519 | $25,561 |
| 2023 | $341,880 | $55,461 | $29,099 | $20,475 | 3 | $23,774 | $50,622 | $23,183 |
| 2022 | $315,516 | $31,221 | $31,107 | $22,056 | 3 | $25,548 | $25,946 | $25,412 |
| 2021 | $315,563 | $19,773 | $33,531 | $24,339 | 3 | — | $14,177 | $27,591 |
| 2020 | $329,715 | $16,505 | $29,463 | $21,411 | 3 | — | $11,133 | $24,094 |
Under IRS private-foundation payout rules, Sonja Clason Charitable Trust reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sonja Clason Charitable Trust's only listed officer is Huntington National Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Huntington National Bank
Trustee
On filings since 2020
1 hr/week
$7K (2020) → $8K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Huntington National Bank (Trustee).
Frequently asked questions about Sonja Clason Charitable Trust
How much does Sonja Clason Charitable Trust give each year?
Sonja Clason Charitable Trust gave $23K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 3 grants.
What is Sonja Clason Charitable Trust's typical grant size?
Sonja Clason Charitable Trust's median grant in 2025 was $7,735, and its average grant was $7,735, across 3 grants on its 2025 IRS Form 990-PF.
Where does Sonja Clason Charitable Trust give grants?
Sonja Clason Charitable Trust gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Sonja Clason Charitable Trust give general operating support?
Yes: 100% of Sonja Clason Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Sonja Clason Charitable Trust?
Sonja Clason Charitable Trust reported $329K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $27K (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.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 10, 2026)
- IRS filings on file for fiscal years 2020–2025
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