The Anne and Charlie Joseph Family Foundation
The Anne and Charlie Joseph Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSONVILLE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $630K in total assets. In 2024, it awarded 17 grants totaling $148K. Net investment income was $203K.
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.
About The Anne and Charlie Joseph Family Foundation
Based on IRS filings
The Anne and Charlie Joseph Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSONVILLE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $630K in total assets. In 2024, it awarded 17 grants totaling $148K. Net investment income was $203K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
80 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United Way of Northeast Florida ($95,000), Museum of Contemporary Arts Jacksonville ($25,200), Malivai Washington Youth Foundation ($11,000).
| 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 |
| 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 |
| JEWISH FEDERATION OF NORTHEAST FLORIDA JACKSONVILLE, FL | CHARITABLE PURPOSES | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES S JOSEPH | TRUSTEE | 2 | — |
| ANNE G JOSEPH | TRUSTEE | 2 | — |
| SARAH B JOSEPH | TRUSTEE | 0.25 | — |
| JACOB H JOSEPH | TRUSTEE | 0.25 | — |
| CAROLINE M JOSEPH | TRUSTEE | 0.25 | — |
| MARGARET F JOSEPH | TRUSTEE | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Anne and Charlie Joseph Family Foundation?
The Anne and Charlie Joseph Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSONVILLE, FL. It holds $630K in total assets as of 2024.
How large is The Anne and Charlie Joseph Family Foundation?
As of 2024, The Anne and Charlie Joseph Family Foundation holds $630K in total assets with $234K in annual revenue. It awarded 17 grants totaling $148K in 2024.
Where does The Anne and Charlie Joseph Family Foundation operate?
The Anne and Charlie Joseph Family Foundation has awarded grants in Alabama, Connecticut, District of Columbia, Florida, Iowa, North Carolina, New York, Ohio, Texas, Virginia, Vermont.
What size grants does The Anne and Charlie Joseph Family Foundation award?
In 2024, The Anne and Charlie Joseph Family Foundation awarded 17 grants totaling $148K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is The Anne and Charlie Joseph Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Anne and Charlie Joseph Family Foundation reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Anne and Charlie Joseph Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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