Joseph W Raymond Trust
Joseph W Raymond Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $117K in total assets. In 2025, it awarded 3 grants totaling $5K. Net investment income was $10K.
Joseph W Raymond Trust at a glance
In short: Joseph W Raymond Trust gave $5K across 3 grants in 2025 (avg $2K), mostly in Vermont. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,732
- -3.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $1,577
- -3.0% vs 2024
- Median grant
- $947
- Total assets
- $116,616
- +3.8% vs 2024
- Primary geography
- Vermont (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 W Raymond Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Gifford Memorial Hospital ($3K). Together the top 3 received $5K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (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 W Raymond Trust gives
- Giving fell 21% from 2022 to 2025. Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
From 2020 to 2025, annual grant giving ranged from $4K (2023) to $6K (2022). In 2025 it made 3 grants totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Gifford Memorial Hospital Randolph, VT | Unrestricted General | $2,838 |
| Kurn Hattin Homes Westminster, VT | Unrestricted General | $947 |
| Bethany Church UCC Randolph, VT | Unrestricted General | $947 |
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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 | $116,616 | $12,417 | $8,182 | $4,732 | 3 | $5,924 | $10,491 | $6,763 |
| 2024 | $112,346 | $11,657 | $7,942 | $4,878 | 3 | $6,035 | $9,682 | $6,392 |
| 2023 | $108,746 | $4,294 | $6,828 | $3,994 | 3 | $5,088 | $1,837 | $5,851 |
| 2022 | $111,330 | $-3,732 | $9,807 | $5,974 | 3 | $7,103 | $490 | $6,031 |
| 2021 | $124,872 | $26,623 | $8,497 | $5,205 | 3 | $6,421 | $24,549 | $6,810 |
| 2020 | $105,682 | $10,244 | $8,209 | $5,249 | 3 | — | $8,508 | $5,836 |
Under IRS private-foundation payout rules, Joseph W Raymond Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joseph W Raymond Trust's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$1K (2020) → $2K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Bank of America (Trustee).
Frequently asked questions about Joseph W Raymond Trust
How much does Joseph W Raymond Trust give each year?
Joseph W Raymond Trust gave $5K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 3 grants.
What is Joseph W Raymond Trust's typical grant size?
Joseph W Raymond Trust's median grant in 2025 was $947, and its average grant was $1,577, across 3 grants on its 2025 IRS Form 990-PF.
Where does Joseph W Raymond Trust give grants?
Joseph W Raymond Trust gives mostly in Vermont: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Randolph, VT (2 grants).
Does Joseph W Raymond Trust give general operating support?
Yes: 100% of Joseph W Raymond Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Joseph W Raymond Trust?
Joseph W Raymond Trust reported $117K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Joseph W Raymond Trust's EIN?
Joseph W Raymond Trust's EIN (Employer Identification Number) is 04-6144604. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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