Joanna Gusta Charitable Tr

WHEELING, WV EIN: 32-6640387

Joanna Gusta Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WHEELING, WV. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 6 grants totaling $112K. Net investment income was $51K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

-7.5% YoY

Annual Giving

$112K

-3.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$19K

-3.5% YoY

Under IRS private-foundation payout rules, Joanna Gusta Charitable Tr reported a distributable amount of $117K for 2024 — the minimum it must pay out in qualifying distributions.

About Joanna Gusta Charitable Tr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

West Virginia $194K (65%)

New York $60K (20%)

Indiana $31K (10%)

Pennsylvania $14K (5%)

States

Indiana New York Pennsylvania West Virginia

Cities

BethanyCarmelNew YorkSaxonburgWheeling

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,125,125	$2,297,259	$2,518,022
Revenue	$-35,372	$-82,680	$114,648
Expenses	$135,954	$138,231	$113,924
Qualifying Distributions	$124,580	$127,692	$90,891
Net Investment Income	$51,224	$44,841	$25,014
Distributable Amount	$116,986	$109,958	$112,093

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bethany College ($55,816), Doctors Without Borders Usa Inc ($22,326), Zeta Tau Alpha Foundation Inc ($12,558).

Recipient	Purpose	Amount
BETHANY COLLEGE BETHANY, WV	CHARITABLE	$55,816
DOCTORS WITHOUT BORDERS USA INC NEW YORK, NY	CHARITABLE	$22,326
NATIVITY OF THE THEOTOKOS MONASTERY SAXONBURG, PA	CHARITABLE	$4,186
ST JOHN THE DIVINE GREEK ORTHODOX CHURCH WHEELING, WV	CHARITABLE	$5,582
UNITED WAY OF THE UPPER OHIO VALLEY WHEELING, WV	CHARITABLE	$11,163
ZETA TAU ALPHA FOUNDATION INC CARMEL, IN	CHARITABLE	$12,558

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SECURITY NATIONAL TRUST CO	TRUSTEE	1	$11,374

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Joanna Gusta Charitable Tr?

Joanna Gusta Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WHEELING, WV. It holds $2.1M in total assets as of 2024.

How large is Joanna Gusta Charitable Tr?

As of 2024, Joanna Gusta Charitable Tr holds $2.1M in total assets with $-35,372 in annual revenue. It awarded 6 grants totaling $112K in 2024.

Where does Joanna Gusta Charitable Tr operate?

Joanna Gusta Charitable Tr has awarded grants in Indiana, New York, Pennsylvania, West Virginia.

What size grants does Joanna Gusta Charitable Tr award?

In 2024, Joanna Gusta Charitable Tr awarded 6 grants totaling $112K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Joanna Gusta Charitable Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joanna Gusta Charitable Tr reported a distributable amount of $117K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.