The John Ghancock Charitable Trust

RICHMOND, VT EIN: 61-1222550

The John Ghancock Charitable Trust is a private foundation focused on Education, based in RICHMOND, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $413K in total assets. In 2024, it awarded 8 grants totaling $46K. Net investment income was $25K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$413K

-1.8% YoY

Annual Giving

$46K

-14.2% YoY

Grant Count

8

-20.0% YoY

Avg Grant Size

$6K

+7.3% YoY

Under IRS private-foundation payout rules, The John Ghancock Charitable Trust reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.

About The John Ghancock Charitable Trust

Based on IRS filings

The John Ghancock Charitable Trust is a private foundation focused on Education, based in RICHMOND, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $413K in total assets. In 2024, it awarded 8 grants totaling $46K. Net investment income was $25K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BarreBuckhornCincinnatiCovingotnCovingtonMontpelierNewportOwensboroWilliston

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$18K$37K$55K$73K20202021202220232024
Metric202420232022
Total Assets$413,009$420,526$444,859
Revenue$45,879$35,688$34,608
Expenses$53,396$60,021$66,425
Qualifying Distributions$45,500$53,000$57,000
Net Investment Income$24,916$24,468$23,402
Distributable Amount$59,263$50,864$51,840

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$29K$43K$57K5 grants20209 grants20218 grants202210 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

ANTHONY MUNOZ FOUNDATION$15KTHE POINT ARC$8KST URSLA$6KPARISH KITCHEN$6KEASTER SEALS REDWOOD$4KST RITA SCHOOL FOR THE D…$3KSTERN CENTER$3KVICTORIAN AT RIVERSIDE$2K

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Anthony Munoz Foundation ($15,000), The Point Arc ($8,000), St Ursla ($6,000).

RecipientPurposeAmount
ST RITA SCHOOL FOR THE DEAF CINCINNATI, OHDONATION$2,500
EASTER SEALS REDWOOD CINCINNATI, OHDONTATION$3,500
VICTORIAN AT RIVERSIDE COVINGTON, KYDONATION$2,000
ANTHONY MUNOZ FOUNDATION CINCINNATI, OHDONATION$15,000
STERN CENTER WILLISTON, VTDONATION$2,500
THE POINT ARC COVINGTON, KYDONATION$8,000
ST URSLA CINCINNATI, OHDONATION$6,000
PARISH KITCHEN COVINGTON, KYDONATION$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KATHLEEN H TEMPLINTRUSTEE
JOSEPH C HANCOCKTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The John Ghancock Charitable Trust?

The John Ghancock Charitable Trust is a private foundation focused on Education, based in RICHMOND, VT. It holds $413K in total assets as of 2024.

How large is The John Ghancock Charitable Trust?

As of 2024, The John Ghancock Charitable Trust holds $413K in total assets with $46K in annual revenue. It awarded 8 grants totaling $46K in 2024.

Where does The John Ghancock Charitable Trust operate?

The John Ghancock Charitable Trust has awarded grants in Kentucky, Ohio, Vermont.

What size grants does The John Ghancock Charitable Trust award?

In 2024, The John Ghancock Charitable Trust awarded 8 grants totaling $46K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is The John Ghancock Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The John Ghancock Charitable Trust reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The John Ghancock Charitable Trust's EIN?

The John Ghancock Charitable Trust's EIN (Employer Identification Number) is 61-1222550. IRS Form 990 filing data is available on this page for 2020–2024.

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

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