Irving Joseph Charitable Trust
Irving Joseph Charitable Trust is a private foundation, based in Tampa, FL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 2 grants totaling $35K.
Irving Joseph Charitable Trust at a glance
In short: Irving Joseph Charitable Trust gave $35K across 2 grants in 2023 (avg $18K), mostly in Florida. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $35,000
- -72.6% vs 2022
- Grants made (2023)
- 2
- -83.3% vs 2022
- Average grant
- $17,500
- +64.5% vs 2022
- Median grant
- $17,500
- Primary geography
- Florida (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Irving Joseph Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
The largest 2023 recipient was Straz Performing Arts Center ($25K). Together the top 2 received $35K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 2 itemized grants.
Cities
How Irving Joseph Charitable Trust gives
- Giving grew 118% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). 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
From 2020 to 2023, annual grant giving ranged from $16K (2020) to $128K (2022). In 2023 it made 2 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Straz Performing Arts Center Tampa, FL | Support of the Arts | $25,000 |
| Jesuit High School Tampa, FL | Education | $10,000 |
Ready to take the next step with Irving Joseph Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | — | $46,456 | $35,000 | 2 | $35,000 | — | $1,346 |
| 2022 | $47,445 | $6,972 | $163,091 | $127,667 | 12 | $127,667 | — | $3,984 |
| 2021 | $203,564 | $20,153 | $43,505 | $36,265 | 9 | $36,265 | $13,057 | $6,843 |
| 2020 | $314,696 | $15,366 | $23,327 | $16,020 | 5 | — | $10,356 | $17,187 |
Under IRS private-foundation payout rules, Irving Joseph Charitable Trust reported a distributable amount of $1K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Irving Joseph Charitable Trust is led by Harvey Schonbrun, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2023 filing
Harvey Schonbrun
Trustee
On filings since 2020
5 hrs/week
$5K (2020) → $8K (2023)
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $8K, to Harvey Schonbrun (Trustee).
Frequently asked questions about Irving Joseph Charitable Trust
How much does Irving Joseph Charitable Trust give each year?
Irving Joseph Charitable Trust gave $35K across 2 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $128K across 12 grants.
Where does Irving Joseph Charitable Trust operate?
Irving Joseph Charitable Trust has awarded grants in Florida, Georgia, Missouri, New York.
How much is Irving Joseph Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Irving Joseph Charitable Trust reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Irving Joseph Charitable Trust's EIN?
Irving Joseph Charitable Trust's EIN (Employer Identification Number) is 02-6180459. IRS Form 990 filing data is available on this page for 2020–2023.
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 2020–2023
Explore Open Grants
Browse active grant opportunities in Irving Joseph Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Estell Alexander Charitable Trust
Tampa, FL
The trust funds Florida charities in areas including healthcare, education and arts education, homelessness, addiction treatment, community support, and law enforcement. In 2025, it made 10 grants of $259–$25,000, with a median of $7,625; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.3M
Grants
10
Total Given
$105K
John and Paulette Paganelli
Tampa, FL
Assets
$643K
Grants
7
Total Given
$82K
The Donna Joseph Charitable Trust
Tampa, FL
Assets
$772K
Grants
7
Total Given
$89K
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
James & Amy Shimberg Foundation Inc
Tampa, FL
The James & Amy Shimberg Foundation supports a range of charitable organizations, including education, youth, community, health, and cultural groups. Its 2025 grants ranged from $500 to $90,000, with a median of $2,500; most funding went to Florida organizations. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.8M
Grants
27
Total Given
$208K
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Irving 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.
Irving Joseph Charitable Trust down — hundreds of funders to go?