The Jon and Shelby Groot Foundation

WILMINGTON, DE EIN: 93-4606164

The Jon and Shelby Groot Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $1.4M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.6M

+4.3% YoY

Annual Giving

$25K

Grant Count

Avg Grant Size

$25K

Under IRS private-foundation payout rules, The Jon and Shelby Groot Foundation reported a distributable amount of $183K for 2024 — the minimum it must pay out in qualifying distributions.

About The Jon and Shelby Groot Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $25K (100%)

States

North Carolina

Cities

Charlotte

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$3,631,384	$3,481,949
Revenue	$234,582	$3,481,949
Expenses	$85,147	—
Qualifying Distributions	$47,051	—
Net Investment Income	$1,372,714	—
Distributable Amount	$183,254	$7,982

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Charlotte Christian School ($25,000).

Recipient	Purpose	Amount
CHARLOTTE CHRISTIAN SCHOOL CHARLOTTE, NC	Giving Day Fund	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Jonathan L Groot	Dir, Pres, Sec, Treas	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Jon and Shelby Groot Foundation?

The Jon and Shelby Groot Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $3.6M in total assets as of 2024.

How large is The Jon and Shelby Groot Foundation?

As of 2024, The Jon and Shelby Groot Foundation holds $3.6M in total assets with $235K in annual revenue. It awarded 1 grants totaling $25K in 2024.

Where does The Jon and Shelby Groot Foundation operate?

The Jon and Shelby Groot Foundation has awarded grants in North Carolina.

What size grants does The Jon and Shelby Groot Foundation award?

In 2024, The Jon and Shelby Groot Foundation awarded 1 grants totaling $25K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is The Jon and Shelby Groot Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jon and Shelby Groot Foundation reported a distributable amount of $183K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Jon and Shelby Groot Foundation's EIN?

The Jon and Shelby Groot Foundation's EIN (Employer Identification Number) is 93-4606164. IRS Form 990 filing data is available on this page for 2023–2024.