Joanna Gusta Charitable Tr

Private foundation · Grantmaker Wheeling, WV EIN: 32-6640387

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.

Key facts about Joanna Gusta Charitable Tr

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.

EIN
32-6640387
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$120,752
Grants made (2025)
6
Average grant
$20,125
Median grant
$12,075
Total assets
$2,014,906
Primary geography
West Virginia (65% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.0M

-5.2% YoY

Annual Giving

$121K

+8.2% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$20K

+8.2% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

WheelingBethanyCarmelNew YorkSaxonburg

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K0 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

From 2022 to 2025, annual grant giving ranged from $71K (2022) to $121K (2025). In 2025 it made 6 grants totaling $121K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Bethany College: $60KBethany College$60KDoctors Without Borders USA Inc: $24KDoctors Without Borders USAInc$24KUnited Way of the Upper Ohio Valley: $12KUnited Way of the Upper OhioValley$12KZeta Tau Alpha Foundation Inc: $12KZeta Tau Alpha Foundation Inc$12KNativity of the Theotokos Monastery: $6KNativity of the TheotokosMonastery$6KSt John the Divine Greek Orthodox Church: $6KSt John the Divine GreekOrthodox Church$6K

The largest 2025 recipient was Bethany College ($60K). Together the top 6 received $121K.

Grant Size Distribution

24 grants across all recorded years

21<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 21 grants of 24 (88%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Bethany College Bethany, WVCharitable$60,376
Doctors Without Borders USA Inc New York, NYCharitable$24,150
United Way of the Upper Ohio Valley Wheeling, WVCharitable$12,075
Zeta Tau Alpha Foundation Inc Carmel, INCharitable$12,075
Nativity of the Theotokos Monastery Saxonburg, PACharitable$6,038
St John the Divine Greek Orthodox Church Wheeling, WVCharitable$6,038

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,014,906$2,125,125$2,297,259
Revenue$34,374$-35,372$-82,680
Expenses$144,991$135,954$138,231
Qualifying Distributions$133,659$124,580$127,692
Net Investment Income$51,495$51,224$44,841
Distributable Amount$128,495$116,986$109,958

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 16, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 2, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 15, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 10, 2025)
  5. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  6. IRS filings on file for fiscal years 2021–2024

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

Security National Trust CO — Trustee: $11KSecurity National Trust…Trustee$11K

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.

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