The Jon and Shelby Groot Foundation
The Jon and Shelby Groot Foundation is a private foundation, 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 grant totaling $25K. Net investment income was $1.4M.
The Jon and Shelby Groot Foundation at a glance
In short: The Jon and Shelby Groot Foundation gave $25K across 1 grant in 2024 (avg $25K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $25,000
- Grants made (2024)
- 1
- Average grant
- $25,000
- Median grant
- $25,000
- Total assets
- $3,631,384
- +4.3% vs 2023
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Jon and Shelby Groot Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Charlotte Christian School ($25K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How The Jon and Shelby Groot Foundation gives
- In 2024 it paid out 26% 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
In 2024 it made 1 grant totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Charlotte Christian School Charlotte, NC | Giving Day Fund | $25,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,631,384 | $234,582 | $85,147 | $25,000 | 1 | $47,051 | $1,372,714 | $183,254 |
| 2023 | $3,481,949 | $3,481,949 | — | — | — | — | — | $7,982 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Jon and Shelby Groot Foundation is led by Jonathan L Groot, Director, President, Secretary & Treasurer on every filing since 2023 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Jonathan L Groot
Director, President, Secretary & Treasurer
On filings since 2023
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Jon and Shelby Groot Foundation
How much does The Jon and Shelby Groot Foundation give each year?
The Jon and Shelby Groot Foundation gave $25K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
How large is The Jon and Shelby Groot Foundation?
The Jon and Shelby Groot Foundation reported $3.6M in total assets on its 2024 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $183K (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 The Jon and Shelby Groot Foundation operate?
The Jon and Shelby Groot Foundation has awarded grants in North Carolina.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
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