The Anne and Charlie Joseph Family Foundation
The Anne and Charlie Joseph Family Foundation is a private foundation based in Jacksonville, Florida. In its 2024 filing, it reported making 17 grants totaling $147,630 to charitable organizations; the largest share of grant dollars went to recipients in Florida.
Key facts about The Anne and Charlie Joseph Family Foundation
In short: The Anne and Charlie Joseph Family Foundation gave $148K across 17 grants in 2024 (avg $9K), mostly in Florida. 35% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 30-6596058
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $147,630
- Grants made (2024)
- 17
- Average grant
- $8,684
- Median grant
- $1,000
- New grantees (estimate)
- 35% first-time grantees (6 of 17, 2024; small sample)
- Total assets
- $629,790
- Primary geography
- Florida (96% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$630K
-4.2% YoY
Annual Giving
$148K
+133.3% YoY
Grant Count
17
+6.3% YoY
Avg Grant Size
$9K
+119.6% YoY
Under IRS private-foundation payout rules, The Anne and Charlie Joseph Family Foundation reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.
Is The Anne and Charlie Joseph Family Foundation open to new grantees?
35%
first-time grantees, 2024
In 2024, 6 of 17 grantees (35%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $1K; repeat grants $13K. How we count
Medians: $825 first-time, $2K repeat.
- 53% of 2024 grantees were also funded in 2023. Method
- Giving grew 161% from 2021 to 2024. Method
- In 2024 it paid out 541% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The available filing information does not state a mission for the foundation. Its 2024 grants were reported for “charitable purposes.” Among the organizations it supported, United Way of Northeast Florida describes its mission as connecting people, resources, and ideas to address Northeast Florida’s challenges. The Museum of Contemporary Art Jacksonville says it promotes discovery and understanding of modern and contemporary art through exhibitions, collections, educational programs, and publications. MaliVai Washington Kids Foundation describes its work as providing youth development programs in at-risk neighborhoods.
Grantmaking
In 2024, the foundation reported 17 grants totaling $147,630. Grant amounts ranged from $500 to $95,000, with a median grant of $1,000. Its largest grants were $95,000 to United Way of Northeast Florida, $25,200 to the Museum of Contemporary Art Jacksonville, and $11,000 to MaliVai Washington Youth Foundation. Other reported grants included $2,500 to Fleet Landing, $2,000 each to Shelburne Farms and the Delores Barr Weaver Policy Center, and $1,500 to E4E Relief.
How to Apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. No application process or required materials are stated.
Ready to take the next step with The Anne and Charlie Joseph Family Foundation?
Geographic Focus
Where this funder awards grants
In 2024, 96% of grant dollars went to Florida recipients. Vermont received 2%, North Carolina 1%, Virginia 1%, and the District of Columbia 0%. The largest grants listed were to organizations in Jacksonville, Florida.
Grant Distribution by State
Share of 2024 grant dollars across all 17 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $54K (2022) to $148K (2024). In 2024 it made 17 grants totaling $148K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was United Way of Northeast Florida ($95K). Together the top 10 received $142K.
Grant Size Distribution
80 grants across all recorded years
The most common grant size was under $50K: 79 grants of 80 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way of Northeast Florida Jacksonville, FL | Charitable Purposes | $95,000 |
| Museum of Contemporary Arts Jacksonville Jacksonville, FL | Charitable Purposes | $25,200 |
| Malivai Washington Youth Foundation Jacksonville, FL | Charitable Purposes | $11,000 |
| Fleet Landing Jacksonville, FL | Charitable Purposes | $2,500 |
| Various Other Charities Under 500 Jacksonville, FL | Charitable Purposes | $2,280 |
| Shelburne Farms Shelburne, VT | Charitable Purposes | $2,000 |
| Delores Barr Weaver Policy Center Jacksonville, FL | Charitable Purposes | $2,000 |
| E4E Relief Charlotte, NC | Charitable Purposes | $1,500 |
| University of Virginia Law School Foundation Charlottesville, VA | Charitable Purposes | $1,000 |
| American Cancer Society Jacksonville, FL | Charitable Purposes | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $629,790 | $233,674 | $153,480 | $147,630 | 17 |
| 2023 | $657,694 | $286,759 | $68,197 | $63,275 | 16 |
| 2022 | $376,747 | $24,450 | $58,715 | $53,950 | 14 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $629,790 | $657,694 | $376,747 |
| Revenue | $233,674 | $286,759 | $24,450 |
| Expenses | $153,480 | $68,197 | $58,715 |
| Qualifying Distributions | $153,480 | $68,197 | $58,715 |
| Net Investment Income | $202,656 | $34,752 | $24,450 |
| Distributable Amount | $28,346 | $21,615 | $19,918 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists the following trustees: Charles S Joseph, Anne G Joseph, Sarah B Joseph, Jacob H Joseph, Caroline M Joseph, and Margaret F Joseph.
The Anne and Charlie Joseph Family Foundation's 2024 filing lists 6 officers; none of the 6 officers listed in 2024 report compensation.
Officers on the 2024 filing
Anne G. Joseph
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Caroline M. Joseph
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Charles S. Joseph
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Jacob H. Joseph
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Margaret F. Joseph
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Sarah B. Joseph
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 8062 Green Glade Road, Jacksonville, FL 32256
Phone: (904) 502-4442
Frequently asked questions about The Anne and Charlie Joseph Family Foundation
How much does The Anne and Charlie Joseph Family Foundation give each year?
The Anne and Charlie Joseph Family Foundation gave $148K across 17 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $63K across 16 grants.
What is The Anne and Charlie Joseph Family Foundation's typical grant size?
The Anne and Charlie Joseph Family Foundation's median grant in 2024 was $1,000, and its average grant was $8,684, across 17 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Anne and Charlie Joseph Family Foundation that year got $1K on average.
Where does The Anne and Charlie Joseph Family Foundation give grants?
The Anne and Charlie Joseph Family Foundation gives mostly in Florida: 96% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Jacksonville, FL (11 grants).
Who are The Anne and Charlie Joseph Family Foundation's largest grantees?
The Anne and Charlie Joseph Family Foundation's largest 2024 grantees include United Way of Northeast Florida ($95,000), Museum of Contemporary Arts Jacksonville ($25,200) and Malivai Washington Youth Foundation ($11,000), according to its 2024 IRS Form 990-PF. Together they received 89% of its itemized 2024 grant dollars.
How large is The Anne and Charlie Joseph Family Foundation?
The Anne and Charlie Joseph Family Foundation reported $630K in total assets on its 2024 IRS Form 990-PF. It paid out $153K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
What does The Anne and Charlie Joseph Family Foundation fund?
The available filing information does not state a mission for the foundation. Its 2024 grants were reported for “charitable purposes.” See mission & focus areas ↑
How do I apply for a grant from The Anne and Charlie Joseph Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Anne and Charlie Joseph Family Foundation's EIN?
The Anne and Charlie Joseph Family Foundation's EIN (Employer Identification Number) is 30-6596058. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Anne and Charlie Joseph Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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