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.
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
Share of all 3 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 3 grants totaling $20K.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- 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
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.
Here's the math on researching Joseph T Charitable Trust by hand.
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