Joseph How Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 01-6010195

Joseph How Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 1 grant totaling $73K. Net investment income was $135K.

Key facts about Joseph How Charitable Trust

In short: Joseph How Charitable Trust gave $73K across 1 grant in 2025 (avg $73K), mostly in Maine. Source: 2025 IRS Form 990-PF.

EIN
01-6010195
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$72,944
Grants made (2025)
1
Average grant
$72,944
Median grant
$72,944
Total assets
$1,471,523
Primary geography
Maine (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

$1.5M

+3.5% YoY

Annual Giving

$73K

+5.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$73K

+5.8% YoY

Under IRS private-foundation payout rules, Joseph How Charitable Trust reported a distributable amount of $84K for 2025 — the minimum it must pay out in qualifying distributions.

How Joseph How Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−6%). Method
  • In 2025 it paid out 99% 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

1state

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

States

Cities

Portland

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $50K (2023) to $77K (2022). In 2025 it made 1 grant totaling $73K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

United Way Inc: $73KUnited Way Inc$73K

The largest 2025 recipient was United Way Inc ($73K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
United Way Inc Portland, MEUnrestricted General$72,944

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,471,523$1,421,689$1,375,769
Revenue$152,683$142,881$39,129
Expenses$103,285$95,559$73,486
Qualifying Distributions$83,093$78,542$58,669
Net Investment Income$135,093$124,863$20,080
Distributable Amount$83,637$78,752$72,009

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Joseph How Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $20K (2019) → $24K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $24KBank of AmericaTrustee$24K

The highest reported compensation on the 2025 filing was $24K, to Bank of America (Trustee).

Frequently asked questions about Joseph How Charitable Trust

How much does Joseph How Charitable Trust give each year?

Joseph How Charitable Trust gave $73K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $69K across 1 grant.

How large is Joseph How Charitable Trust?

Joseph How Charitable Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $84K (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 How Charitable Trust operate?

Joseph How Charitable Trust has awarded grants in Maine.

What is Joseph How Charitable Trust's EIN?

Joseph How Charitable Trust's EIN (Employer Identification Number) is 01-6010195. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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