Joseph Family Charitable Trust
Joseph Family Charitable Trust is a private foundation, based in Fairfield, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $680K in total assets. In 2025, it awarded 1 grant totaling $23K. Net investment income was $28K.
Joseph Family Charitable Trust at a glance
In short: Joseph Family Charitable Trust gave $23K across 1 grant in 2025 (avg $23K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,097
- Grants made (2025)
- 1
- Average grant
- $23,097
- Median grant
- $23,097
- Total assets
- $680,417
- -0.8% vs 2024
- Primary geography
- Nebraska (100% 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 Joseph Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was DAF Giving 360 ($23K).
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Joseph Family Charitable Trust gives
- Giving grew 148% from 2022 to 2025. Method
- In 2025 it paid out 64% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2025, annual grant giving ranged from $9K (2022) to $23K (2025). In 2025 it made 1 grant totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| DAF Giving 360 Omaha, NE | OTHER | $23,097 |
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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 | $680,417 | $26,451 | $31,888 | $23,097 | 1 | $23,097 | $28,067 | $36,099 |
| 2024 | $685,999 | $27,973 | $3,867 | — | — | — | $27,973 | $34,121 |
| 2023 | $681,076 | $27,571 | $2,590 | — | — | — | $27,571 | $32,565 |
| 2022 | $656,095 | $19,266 | $12,234 | $9,320 | 17 | $10,502 | $18,083 | $33,677 |
| 2021 | $649,063 | $40,371 | $12,319 | $9,675 | 9 | — | $39,048 | $36,224 |
Under IRS private-foundation payout rules, Joseph Family Charitable Trust reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joseph Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Patrica Joseph
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Raj U. Kumar
Trustee
On filings since 2022
No compensation reported
Former officers (2)
- Former: Claire Joseph (2021) — Trustee
- Former: Jean U. Kumar (2021) — Trustee
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.
Frequently asked questions about Joseph Family Charitable Trust
How much does Joseph Family Charitable Trust give each year?
Joseph Family Charitable Trust gave $23K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is Joseph Family Charitable Trust?
Joseph Family Charitable Trust reported $680K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Joseph Family Charitable Trust operate?
Joseph Family Charitable Trust has awarded grants in District of Columbia, Maryland, Nebraska, New York, Virginia.
What is Joseph Family Charitable Trust's EIN?
Joseph Family Charitable Trust's EIN (Employer Identification Number) is 22-6233373. 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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