Josie M Fitzhugh Trust Fbo Josephine Circle

Foundation · Grantmaker BIRMINGHAM, AL EIN: 62-6035544

Education Graduate and professional education

Josie M Fitzhugh Trust Fbo Josephine Circle is a private foundation focused on Education, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $150K in total assets. In 2024, it awarded 1 grants totaling $6K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$150K

-2.3% YoY

Annual Giving

$6K

-14.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

-14.3% YoY

Under IRS private-foundation payout rules, Josie M Fitzhugh Trust Fbo Josephine Circle reported a distributable amount of $309 for 2024 — the minimum it must pay out in qualifying distributions.

About Josie M Fitzhugh Trust Fbo Josephine Circle

Based on IRS filings

Focus Areas

Education Graduate and professional education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $46K (100%)

States

Tennessee

Cities

Memphis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$149,675	$153,207	$154,398
Revenue	$8,885	$10,113	$6,602
Expenses	$12,429	$11,226	$13,483
Qualifying Distributions	$8,840	$7,840	$9,840
Net Investment Income	$5,486	$6,727	$3,200
Distributable Amount	$309	$7,522	$8,455

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Josephine Circle ($6,000).

Recipient	Purpose	Amount
JOSEPHINE CIRCLE MEMPHIS, TN	GENERAL SUPPORT GRANT	$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$4,200

Subject Areas

Focus areas based on grantmaking activity

Education Graduate and professional education

Frequently Asked Questions

What is Josie M Fitzhugh Trust Fbo Josephine Circle?

Josie M Fitzhugh Trust Fbo Josephine Circle is a private foundation focused on Education, based in BIRMINGHAM, AL. It holds $150K in total assets as of 2024.

How large is Josie M Fitzhugh Trust Fbo Josephine Circle?

As of 2024, Josie M Fitzhugh Trust Fbo Josephine Circle holds $150K in total assets with $9K in annual revenue. It awarded 1 grants totaling $6K in 2024.

Where does Josie M Fitzhugh Trust Fbo Josephine Circle operate?

Josie M Fitzhugh Trust Fbo Josephine Circle has awarded grants in Tennessee.

What size grants does Josie M Fitzhugh Trust Fbo Josephine Circle award?

In 2024, Josie M Fitzhugh Trust Fbo Josephine Circle awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Josie M Fitzhugh Trust Fbo Josephine Circle required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Josie M Fitzhugh Trust Fbo Josephine Circle reported a distributable amount of $309 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Josie M Fitzhugh Trust Fbo Josephine Circle's EIN?

Josie M Fitzhugh Trust Fbo Josephine Circle's EIN (Employer Identification Number) is 62-6035544. IRS Form 990 filing data is available on this page for 2020–2024.