Joseph T Charitable Trust
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.
Joseph T Charitable Trust at a glance
In short: Joseph T Charitable Trust gave $20K across 3 grants in 2025 (avg $7K), mostly in Utah. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $19,500
- Grants made (2025)
- 3
- Average grant
- $6,500
- Median grant
- $3,000
- Total assets
- $429,429
- +6.0% vs 2024
- Primary geography
- Utah (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joseph T Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Eyes 4 Zimbabwe ($14K). Together the top 3 received $20K.
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 3 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Eyes 4 Zimbabwe Provo, UT | Charitable | $14,000 |
| Operation Kids Salt Lake City, UT | Charitable | $3,000 |
| Rdolfo Salazaar Family Salt Lake City, UT | Medical Relief | $2,500 |
Ready to take the next step with Joseph T Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $429,429 | $47,827 | $23,465 | $19,500 | 3 | $19,500 | $18,862 | $19,143 |
| 2024 | $405,067 | $33,109 | $12,000 | — | — | $12,000 | $13,564 | — |
| 2023 | $383,958 | $25,000 | $5,000 | — | — | $5,000 | — | — |
| 2022 | $363,958 | $370,003 | $6,045 | — | — | $6,000 | $3 | — |
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.
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.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 6, 2025)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 6, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
- IRS filings on file for fiscal years 2022–2024
Live grants for the work Joseph T Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Joseph T Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Utah
Gives Sunset FKA Depcom Gives
Scottsdale, AZ
Assets
—
Grants
8
Total Given
$37K
The Milo Foundation
Bountiful, UT
The Milo Foundation makes charitable donations to individuals and organizations, giving $5,511 across 13 grants in 2025; grants ranged from $161 to $1,000, with a $400 median. It is based in Bountiful, Utah, and recent grants went to recipients in Utah, Arizona, California, and Tennessee. Its filing says it does not limit giving to preselected organizations, but does not explicitly state whether it accepts unsolicited requests.
Assets
$21K
Grants
13
Total Given
$6K
The Clayton and Billie Poenisch Foundation
Wray, CO
The foundation funds education, community organizations, and child healthcare and well-being, with 2025 grants totaling $210,000 across 19 organizations. Grants ranged from $2,500 to $32,500, with a median of $9,000, and went to recipients in multiple states. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$3.1M
Grants
19
Total Given
$210K
The Robert I Wishnick Foundation
Dalton Gardens, ID
The Robert I Wishnick Foundation supports a range of organizations, including animal rescues, veterans’ services, public media, and programs for children and young adults. In 2025, grants ranged from $1,000 to $64,500, with a median of $5,000; giving went mainly to organizations in California, Washington, New York, Texas, and Idaho. It accepts written requests with information about the requested grant, the organization, and the applicant; no deadline is listed.
Assets
$7.9M
Grants
32
Total Given
$384K
Marion D and Maxine C Hanks Foundat
Salt Lake City, UT
The Marion D and Maxine C Hanks Foundation supports charitable needs and hardship assistance, including medical bills, housing, food, youth services, and other community programs. Its 2024 grants went to Utah recipients and ranged from $300 to $7,000, with a median of $5,000. It accepts written applications; the filing does not state whether requests may be unsolicited.
Assets
$1.5M
Grants
33
Total Given
$122K
RSO Foundation
Incline Village, NV
The RSO Foundation funds organizations in animal welfare, education, youth programs, sports, and related areas, with most 2024 grant dollars going to California and smaller amounts to organizations in Nevada, Oregon, Utah, and Georgia. Grants ranged from $500 to $320,000, with a median of $5,125. It supports only preselected charities and does not accept unsolicited requests.
Assets
$7.7M
Grants
34
Total Given
$902K
More similar funders
More Funders in Utah
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Joseph T Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Joseph T Charitable Trust down — hundreds of funders to go?