Carolyn H Joseph Charitable Trust

Private foundation · Grantmaker Houston, TX EIN: 76-0679752

Carolyn H Joseph Charitable Trust is a private foundation, based in Houston, TX. IRS filing data is available for 2020. In 2020, it awarded 3 grants totaling $168K.

Carolyn H Joseph Charitable Trust at a glance

In short: Carolyn H Joseph Charitable Trust gave $168K across 3 grants in 2020 (avg $56K), top state Oklahoma. Source: 2020 IRS Form 990-PF.

Annual giving (2020)
$168,454
Grants made (2020)
3
Average grant
$56,151
Median grant
$56,151
Primary geography
Oklahoma (33% of itemized 2020 grant dollars)
Latest 990 filing
Form 990-PF, 2020 View filing

Data from IRS Form 990-PF, 2020; updated September 2026.

Who Carolyn H Joseph Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2020

American Cancer Society: $56KAmerican Cancer Society$56KAmerican Heart Association: $56KAmerican Heart Association$56KRockingham Memorial Hospital: $56KRockingham Memorial Hospital$56K

The largest 2020 recipient was American Cancer Society ($56K). Together the top 3 received $168K.

Grant Size Distribution

3 grants across all recorded years

<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 3 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2020 grant dollars across all 3 itemized grants.

Cities

HarrisonburgOklahoma CitySt Petersburg

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K3 grants2020

In 2020 it made 3 grants totaling $168K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
American Cancer Society Oklahoma City, OKOperating support$56,152
American Heart Association St Petersburg, FLOperating support$56,151
Rockingham Memorial Hospital Harrisonburg, VAOperating support$56,151
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearRevenueExpensesGrants paidGrantsDistributable Amount
2020$-5,924$174,234$168,4543$3,209

Under IRS private-foundation payout rules, Carolyn H Joseph Charitable Trust reported a distributable amount of $3K for 2020 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Carolyn H Joseph Charitable Trust is led by Patricia G Ferguson, Trustee on the 2020 filing — the only officer listed, and uncompensated.

Officers on the 2020 filing

  • Patricia G Ferguson

    Trustee

    New on the 2020 filing

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020. "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 Carolyn H Joseph Charitable Trust

How much does Carolyn H Joseph Charitable Trust give each year?

Carolyn H Joseph Charitable Trust gave $168K across 3 grants in 2020, according to its 2020 IRS Form 990-PF.

What is Carolyn H Joseph Charitable Trust's typical grant size?

Carolyn H Joseph Charitable Trust's median grant in 2020 was $56,151, and its average grant was $56,151, across 3 grants on its 2020 IRS Form 990-PF.

Where does Carolyn H Joseph Charitable Trust give grants?

Carolyn H Joseph Charitable Trust's top state is Oklahoma, with 33% of the grant dollars itemized on its 2020 IRS Form 990-PF. The next largest states were Florida (33%) and Virginia (33%).

Does Carolyn H Joseph Charitable Trust give general operating support?

Yes: 100% of Carolyn H Joseph Charitable Trust's 2020 grants with a stated purpose (3 of 3) were for general or operating support, per its 2020 IRS Form 990-PF.

How much is Carolyn H Joseph Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Carolyn H Joseph Charitable Trust reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carolyn H Joseph Charitable Trust's EIN?

Carolyn H Joseph Charitable Trust's EIN (Employer Identification Number) is 76-0679752. IRS Form 990 filing data is available on this page for 2020.

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

  1. IRS filings on file for fiscal year 2020

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Carolyn H Joseph Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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