Carolyn H Joseph Charitable Trust

HOUSTON, TX EIN: 76-0679752

Carolyn H Joseph Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available for 2020. In 2020, it awarded 3 grants totaling $168K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$168K

Grant Count

3

Avg Grant Size

$56K

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.

About Carolyn H Joseph Charitable Trust

Based on IRS filings

Carolyn H Joseph Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available for 2020. In 2020, it awarded 3 grants totaling $168K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

HarrisonburgOklahoma CitySt Petersburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$48K$96K$144K$192K2020
Metric2020
Total Assets
Revenue$-5,924
Expenses$174,234
Qualifying Distributions
Net Investment Income
Distributable Amount$3,209

Giving Over Time

Total grant dollars and number of grants per year

$0$42K$84K$126K$168K3 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2020

American Cancer Society$56KAmerican Heart Association$56KRockingham Memorial Hosp…$56K

Grant Size Distribution

3 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include American Cancer Society ($56,152), American Heart Association ($56,151), Rockingham Memorial Hospital ($56,151).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
Patricia G FergusonTrustee1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Carolyn H Joseph Charitable Trust?

Carolyn H Joseph Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. It holds — in total assets as of 2020.

Where does Carolyn H Joseph Charitable Trust operate?

Carolyn H Joseph Charitable Trust has awarded grants in Florida, Oklahoma, Virginia.

What size grants does Carolyn H Joseph Charitable Trust award?

In 2020, Carolyn H Joseph Charitable Trust awarded 3 grants totaling $168K — an average of about $56K per grant, based on its IRS Form 990 filings.

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.

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

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