Iona Charitable Trust

EIN 475340662

Lake Success, NY 11042 |(800) 839-1754

Total Given 2016–2024
$28K
5 grants · $3K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $1K–$5K
grant size
33%
supporter · 1/3 multi-year
repeat
$298K
Assets (2024)
3
Distinct Recipients

Focus Areas

Arts & Culture

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $17K $181K $9K 2
2017 N/A $209K $6K N/A
2018 N/A $191K $8K N/A
2019 N/A $229K $8K N/A
2020 N/A $257K $8K N/A
2021 N/A $294K $37K N/A
2022 N/A $244K $8K N/A
2023 $5K $273K $3K 1
2024 $6K $298K $13K 2

Grant Size Distribution

Based on 5 grants on record

Minimum
$1K
25th Pctl
$1K
Median
$5K
Average
$6K
75th Pctl
$5K
Maximum
$16K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

GP
Greta B Peters 9+ yrs
Trustee

Grants Awarded (5 total)

Purpose
Second Presbyterian Church Richmond, VA $16,000 General & Unrestricted 2016
Westminster-Canterbury Foundation Richmond, VA $5,000 Fellowship Fund 2023
Westminster-Canterbury Foundation Richmond, VA $5,000 General & Unrestricted 2024
Friends Association for Children Richmond, VA $1,100 General & Unrestricted 2024
Second Presbyterian Church Richmond, VA $1,000 Music Program 2016