Joseph L Amodeo Trust

DALLAS, TX EIN: 04-6397571

Joseph L Amodeo Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 3 grants totaling $64K. Net investment income was $123K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+3.6% YoY

Annual Giving

$64K

+34.5% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$21K

+34.5% YoY

Under IRS private-foundation payout rules, Joseph L Amodeo Trust reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.

About Joseph L Amodeo Trust

Based on IRS filings

Joseph L Amodeo Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 3 grants totaling $64K. Net investment income was $123K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BostonLynn

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$85K$169K$254K$339K20202021202220232024
Metric202420232022
Total Assets$1,356,144$1,308,811$1,343,305
Revenue$143,791$41,568$-39,142
Expenses$95,032$75,559$109,739
Qualifying Distributions$75,517$58,093$84,695
Net Investment Income$123,088$19,858$9,392
Distributable Amount$76,911$70,171$72,224

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$37K$55K$74K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

MSPCA-ANGELL$21KHOME FOR LITTLE WANDERERS$21KMY BROTHER'S TABLE$21K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mspca-angell ($21,348), Home for Little Wanderers ($21,348), My Brother's Table ($21,348).

RecipientPurposeAmount
MSPCA-ANGELL BOSTON, MAUNRESTRICTED GENERAL$21,348
HOME FOR LITTLE WANDERERS BOSTON, MAUNRESTRICTED GENERAL$21,348
MY BROTHER'S TABLE LYNN, MAUNRESTRICTED GENERAL$21,348

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA NACO-TRUSTEE$22KDANIEL R HEALYCO-TRUSTEE$5K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICA NACO-TRUSTEE1$22,229
DANIEL R HEALYCO-TRUSTEE1$5,116

Frequently Asked Questions

How large is Joseph L Amodeo Trust?

As of 2024, Joseph L Amodeo Trust holds $1.4M in total assets with $144K in annual revenue. It awarded 3 grants totaling $64K in 2024.

Where does Joseph L Amodeo Trust operate?

Joseph L Amodeo Trust has awarded grants in Massachusetts.

What size grants does Joseph L Amodeo Trust award?

In 2024, Joseph L Amodeo Trust awarded 3 grants totaling $64K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Joseph L Amodeo Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph L Amodeo Trust reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph L Amodeo Trust's EIN?

Joseph L Amodeo Trust's EIN (Employer Identification Number) is 04-6397571. IRS Form 990 filing data is available on this page for 2020–2024.

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

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