Joseph O Neuhoff Sr Charitable Trust

DALLAS, TX EIN: 75-6150214

Joseph O Neuhoff Sr Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 2 grants totaling $250K. Net investment income was $128K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

+7.2% YoY

Annual Giving

$250K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$125K

+0.0% YoY

Under IRS private-foundation payout rules, Joseph O Neuhoff Sr Charitable Trust reported a distributable amount of $137K for 2024 — the minimum it must pay out in qualifying distributions.

About Joseph O Neuhoff Sr Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $1.2M (100%)

States

Texas

Cities

IrvingSan Antonio

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,150,823	$2,007,261	$2,243,191
Revenue	$183,611	$72,445	$124,331
Expenses	$305,926	$308,375	$323,519
Qualifying Distributions	$250,000	$250,000	$250,000
Net Investment Income	$127,685	$14,070	$50,812
Distributable Amount	$137,274	$132,688	$144,174

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Missionaries of the Holy Infant Jesus ($150,000), University of Dallas ($100,000).

Recipient	Purpose	Amount
MISSIONARIES OF THE HOLY INFANT JESUS SAN ANTONIO, TX	TO HELP FURTHER THE RELIGOUS MISSION OF THE ORGANIZATION	$150,000
UNIVERSITY OF DALLAS IRVING, TX	CONTINUANCE OF EDUCATION PROGRAM	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOSEPH O NEUHOFF JR	TRUSTEE	1	$12,600
REBECCA NEUHOFF	TRUSTEE	1	—

Frequently Asked Questions

How large is Joseph O Neuhoff Sr Charitable Trust?

As of 2024, Joseph O Neuhoff Sr Charitable Trust holds $2.2M in total assets with $184K in annual revenue. It awarded 2 grants totaling $250K in 2024.

Where does Joseph O Neuhoff Sr Charitable Trust operate?

Joseph O Neuhoff Sr Charitable Trust has awarded grants in Texas.

What size grants does Joseph O Neuhoff Sr Charitable Trust award?

In 2024, Joseph O Neuhoff Sr Charitable Trust awarded 2 grants totaling $250K — an average of about $125K per grant, based on its IRS Form 990 filings.

How much is Joseph O Neuhoff Sr Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph O Neuhoff Sr Charitable Trust reported a distributable amount of $137K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph O Neuhoff Sr Charitable Trust's EIN?

Joseph O Neuhoff Sr Charitable Trust's EIN (Employer Identification Number) is 75-6150214. IRS Form 990 filing data is available on this page for 2020–2024.