Joseph Family Charitable Trust

Private foundation · Grantmaker Fairfield, NJ EIN: 22-6233373

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.

Key facts about Joseph Family Charitable Trust

In short: Joseph Family Charitable Trust gave $23K across 1 grant in 2025 (avg $23K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.

EIN
22-6233373
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$23,097
Grants made (2025)
1
Average grant
$23,097
Median grant
$23,097
Total assets
$680,417
Primary geography
Nebraska (100% 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

$680K

-0.8% YoY

Annual Giving

$23K

Grant Count

1

Avg Grant Size

$23K

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of the 2025 grant dollars on its one itemized grant.

Cities

New YorkWashingtonAccordAcraLong Island CityHagerstownMerrifieldOmahaPoughkeepsie

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K9 grants2021 17 grants2022 0 grants2023 0 grants2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $9K (2022) to $23K (2025). In 2025 it made 1 grant totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

DAF Giving 360: $23KDAF Giving 360$23K

The largest 2025 recipient was DAF Giving 360 ($23K).

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 27 grants of 27 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
DAF Giving 360 Omaha, NEOTHER$23,097

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$680,417$685,999$681,076
Revenue$26,451$27,973$27,571
Expenses$31,888$3,867$2,590
Qualifying Distributions$23,097——
Net Investment Income$28,067$27,973$27,571
Distributable Amount$36,099$34,121$32,565

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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.

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