Joseph T Charitable Trust

Private foundation · Grantmaker Salt Lake City, UT EIN: 92-0923784

Joseph T Charitable Trust is a private foundation, based in Salt Lake City, UT. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $429K in total assets. In 2025, it awarded 3 grants totaling $20K. Net investment income was $19K.

Key facts about Joseph T Charitable Trust

In short: Joseph T Charitable Trust gave $20K across 3 grants in 2025 (avg $7K), mostly in Utah. Source: 2025 IRS Form 990-PF.

EIN
92-0923784
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$19,500
Grants made (2025)
3
Average grant
$6,500
Median grant
$3,000
Total assets
$429,429
Primary geography
Utah (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

$429K

+6.0% YoY

Annual Giving

$20K

Grant Count

3

Avg Grant Size

$7K

Under IRS private-foundation payout rules, Joseph T Charitable Trust reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

How Joseph T Charitable Trust gives

  • In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). 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 all 3 itemized 2025 grant dollars.

States

Cities

Salt Lake CityProvo

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K0 grants20220 grants20230 grants20243 grants2025

In 2025 it made 3 grants totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Eyes 4 Zimbabwe: $14KEyes 4 Zimbabwe$14KOperation Kids: $3KOperation Kids$3KRdolfo Salazaar Family: $3KRdolfo Salazaar Family$3K

The largest 2025 recipient was Eyes 4 Zimbabwe ($14K). Together the top 3 received $20K.

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Eyes 4 Zimbabwe Provo, UTCharitable$14,000
Operation Kids Salt Lake City, UTCharitable$3,000
Rdolfo Salazaar Family Salt Lake City, UTMedical Relief$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2022202320242025
Metric202520242023
Total Assets$429,429$405,067$383,958
Revenue$47,827$33,109$25,000
Expenses$23,465$12,000$5,000
Qualifying Distributions$19,500$12,000$5,000
Net Investment Income$18,862$13,564—
Distributable Amount$19,143——

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 6, 2025)
  2. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 6, 2025)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
  4. Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
  5. IRS filings on file for fiscal years 2022–2024

Leadership & Key People

Officers and directors from IRS filings

Joseph T Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Georgia K. James

    Trustee

    On filings since 2022

    10 hrs/week

    No compensation reported

  • Jerry W. James

    Trustee

    On filings since 2022

    10 hrs/week

    No compensation reported

  • Sheena Knox

    Trustee

    On filings since 2023

    No compensation reported

Data from IRS Form 990 filings, 2022–2025. "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 T Charitable Trust

How much does Joseph T Charitable Trust give each year?

Joseph T Charitable Trust gave $20K across 3 grants in 2025, according to its 2025 IRS Form 990-PF.

What is Joseph T Charitable Trust's typical grant size?

Joseph T Charitable Trust's median grant in 2025 was $3,000, and its average grant was $6,500, across 3 grants on its 2025 IRS Form 990-PF.

Where does Joseph T Charitable Trust give grants?

Joseph T Charitable Trust gives mostly in Utah: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Salt Lake City, UT (2 grants).

Does Joseph T Charitable Trust give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Joseph T Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.

How large is Joseph T Charitable Trust?

Joseph T Charitable Trust reported $429K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).

What is Joseph T Charitable Trust's EIN?

Joseph T Charitable Trust's EIN (Employer Identification Number) is 92-0923784. IRS Form 990 filing data is available on this page for 2022–2025.

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

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