Joanna Gusta Charitable Tr
Joanna Gusta Charitable Tr is a private foundation, based in Wheeling, WV. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 6 grants totaling $121K. Net investment income was $51K.
Joanna Gusta Charitable Tr at a glance
In short: Joanna Gusta Charitable Tr gave $121K across 6 grants in 2025 (avg $20K), mostly in West Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $120,752
- +8.2% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $20,125
- +8.2% vs 2024
- Median grant
- $12,075
- Total assets
- $2,014,906
- -5.2% vs 2024
- Primary geography
- West Virginia (65% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joanna Gusta Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Bethany College ($60K). Together the top 6 received $121K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 21 grants of 24 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Joanna Gusta Charitable Tr gives
- Giving grew 69% from 2022 to 2025. Method
- In 2025 it paid out 104% 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 2022 to 2025, annual grant giving ranged from $71K (2022) to $121K (2025). In 2025 it made 6 grants totaling $121K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bethany College Bethany, WV | Charitable | $60,376 |
| Doctors Without Borders USA Inc New York, NY | Charitable | $24,150 |
| United Way of the Upper Ohio Valley Wheeling, WV | Charitable | $12,075 |
| Zeta Tau Alpha Foundation Inc Carmel, IN | Charitable | $12,075 |
| Nativity of the Theotokos Monastery Saxonburg, PA | Charitable | $6,038 |
| St John the Divine Greek Orthodox Church Wheeling, WV | Charitable | $6,038 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,014,906 | $34,374 | $144,991 | $120,752 | 6 | $133,659 | $51,495 | $128,495 |
| 2024 | $2,125,125 | $-35,372 | $135,954 | $111,631 | 6 | $124,580 | $51,224 | $116,986 |
| 2023 | $2,297,259 | $-82,680 | $138,231 | $115,653 | 6 | $127,692 | $44,841 | $109,958 |
| 2022 | $2,518,022 | $114,648 | $113,924 | $71,279 | 6 | $90,891 | $25,014 | $112,093 |
| 2021 | $2,549,338 | $2,553,383 | $4,045 | — | — | $2,398 | $396,415 | $48,371 |
Under IRS private-foundation payout rules, Joanna Gusta Charitable Tr reported a distributable amount of $128K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joanna Gusta Charitable Tr's only listed officer is Security National Trust CO, Trustee on every filing since 2021 (uncompensated).
Officers on the 2025 filing
Security National Trust CO
Trustee
On filings since 2021
1 hr/week
$4K (2021) → $0 (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $11K, to Security National Trust CO (Trustee).
Frequently asked questions about Joanna Gusta Charitable Tr
How much does Joanna Gusta Charitable Tr give each year?
Joanna Gusta Charitable Tr gave $121K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $112K across 6 grants.
What is Joanna Gusta Charitable Tr's typical grant size?
Joanna Gusta Charitable Tr's median grant in 2025 was $12,075, and its average grant was $20,125, across 6 grants on its 2025 IRS Form 990-PF.
Where does Joanna Gusta Charitable Tr give grants?
Joanna Gusta Charitable Tr gives mostly in West Virginia: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (20%) and Indiana (10%). The most frequent recipient cities were Wheeling, WV (2 grants).
Does Joanna Gusta Charitable Tr give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Joanna Gusta Charitable Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (6 grants).
Who are Joanna Gusta Charitable Tr's largest grantees?
Joanna Gusta Charitable Tr's largest 2025 grantees include Bethany College ($60,376), Doctors Without Borders USA Inc ($24,150) and United Way of the Upper Ohio Valley ($12,075), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is Joanna Gusta Charitable Tr?
Joanna Gusta Charitable Tr reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $134K in qualifying distributions that year, against a required minimum of $128K (roughly 5% of its investment assets).
What is Joanna Gusta Charitable Tr's EIN?
Joanna Gusta Charitable Tr's EIN (Employer Identification Number) is 32-6640387. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 10, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2021–2024
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