Jack S and Donna P Josey Foundation
Jack S and Donna P Josey Foundation is a private foundation focused on Education, based in Houston, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $303K in total assets. Net investment income was $727.
Jack S and Donna P Josey Foundation at a glance
- Total assets
- $302,672
- +0.2% vs 2023
- Revenue (2024)
- $799
- +24.5% vs 2023
- Net investment income (2024)
- $727
- +28.4% vs 2023
- Expenses (2024)
- $122
- -14.1% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Jack S and Donna P Josey Foundation funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Jack S and Donna P Josey Foundation gives
- In 2022 it paid out 115% of 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 2022, annual grant giving ranged from $18K (2022) to $50K (2020). In 2022 it made 2 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| French Heritage Society New York, NY | General Purpose | $12,500 |
| Jamestown-Yorktown Foundation Williamsburg, VA | General Purpose | $5,000 |
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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 | $302,672 | $799 | $122 | — | — | — | $727 | $24,667 |
| 2023 | $301,995 | $642 | $142 | — | — | — | $566 | $14,851 |
| 2022 | $301,495 | $1,040 | $17,566 | $17,500 | 2 | $17,500 | $989 | $15,242 |
| 2021 | $318,021 | $7,061 | $27,669 | $27,500 | 2 | — | $1,054 | $15,534 |
| 2020 | $344,004 | $1,647 | $50,192 | $50,000 | 1 | — | $1,692 | $18,244 |
Under IRS private-foundation payout rules, Jack S and Donna P Josey Foundation reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jack S and Donna P Josey Foundation is led by Donna P. Josey, Director on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Donna P. Josey
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Jack S and Donna P Josey Foundation
How large is Jack S and Donna P Josey Foundation?
Jack S and Donna P Josey Foundation reported $303K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $799.
What is Jack S and Donna P Josey Foundation?
Jack S and Donna P Josey Foundation is a private foundation focused on Education, based in Houston, TX. It holds $303K in total assets as of 2024.
Where does Jack S and Donna P Josey Foundation operate?
Jack S and Donna P Josey Foundation has awarded grants in New York, Texas, Virginia.
How much is Jack S and Donna P Josey Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jack S and Donna P Josey Foundation reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jack S and Donna P Josey Foundation's EIN?
Jack S and Donna P Josey Foundation's EIN (Employer Identification Number) is 76-0057364. IRS Form 990 filing data is available on this page for 2020–2024.
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 2020–2024
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