The Donna Joseph Charitable Trust
The Donna Joseph Charitable Trust is a private foundation, based in Tampa, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $772K in total assets. In 2025, it awarded 7 grants totaling $89K. Net investment income was $74K.
The Donna Joseph Charitable Trust at a glance
In short: The Donna Joseph Charitable Trust gave $89K across 7 grants in 2025 (avg $13K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $88,521
- -11.7% vs 2024
- Grants made (2025)
- 7
- -22.2% vs 2024
- Average grant
- $12,646
- +13.6% vs 2024
- Median grant
- $10,000
- Total assets
- $771,614
- -4.4% vs 2024
- Primary geography
- Florida (97% 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 The Donna Joseph Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Hands Across the Bay ($35K). Together the top 7 received $89K.
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 42 grants of 42 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How The Donna Joseph Charitable Trust gives
- Giving grew 40% from 2022 to 2025. Method
- In 2025 it paid out 228% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $63K (2022) to $105K (2021). In 2025 it made 7 grants totaling $89K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hands Across the Bay Clearwater, FL | Familes and Communities | $35,000 |
| Humane Society of Tampa Bay Tampa, FL | Animal Rescue | $25,000 |
| St Joseph's Hospital Foundation Tampa, FL | Healthcare Support | $10,000 |
| Jesuit High School Tampa, FL | Religious and Family Support | $10,000 |
| The Children's Home Network Tampa, FL | Youth Support | $5,000 |
| Baker Youth Club Warsaw, IN | Family Support | $2,500 |
| Wheelchairs for Kids Tarpon Springs, FL | Youth Medical Support | $1,021 |
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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 | $771,614 | $77,910 | $113,369 | $88,521 | 7 | $88,521 | $74,162 | $38,758 |
| 2024 | $807,073 | $80,504 | $125,022 | $100,207 | 9 | $100,207 | $76,789 | $39,181 |
| 2023 | $851,591 | $87,364 | $108,341 | $83,500 | 6 | $83,500 | $63,676 | $37,991 |
| 2022 | $872,568 | $79,362 | $87,087 | $63,263 | 9 | $63,263 | $75,697 | — |
| 2021 | $880,293 | $120,891 | $177,131 | $104,948 | 11 | $104,948 | $68,958 | — |
| 2020 | $936,533 | $70,827 | $120,907 | $83,500 | 8 | — | $53,929 | — |
| 2019 | $986,613 | $147,452 | $134,792 | $85,221 | 8 | — | $120,876 | $44,035 |
Under IRS private-foundation payout rules, The Donna Joseph Charitable Trust reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Donna Joseph Charitable Trust is led by Harvey Schonbrun, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Harvey Schonbrun
Trustee
On filings since 2019
10 hrs/week
$20K (2019) → $20K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $20K, to Harvey Schonbrun (Trustee).
Frequently asked questions about The Donna Joseph Charitable Trust
How much does The Donna Joseph Charitable Trust give each year?
The Donna Joseph Charitable Trust gave $89K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 9 grants.
What is The Donna Joseph Charitable Trust's typical grant size?
The Donna Joseph Charitable Trust's median grant in 2025 was $10,000, and its average grant was $12,646, across 7 grants on its 2025 IRS Form 990-PF.
Where does The Donna Joseph Charitable Trust give grants?
The Donna Joseph Charitable Trust gives mostly in Florida: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Tampa, FL (4 grants).
Does The Donna Joseph Charitable Trust give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on The Donna Joseph Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are The Donna Joseph Charitable Trust's largest grantees?
The Donna Joseph Charitable Trust's largest 2025 grantees include Hands Across the Bay ($35,000), Humane Society of Tampa Bay ($25,000) and St Joseph's Hospital Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is The Donna Joseph Charitable Trust?
The Donna Joseph Charitable Trust reported $772K in total assets on its 2025 IRS Form 990-PF. It paid out $89K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets).
What is The Donna Joseph Charitable Trust's EIN?
The Donna Joseph Charitable Trust's EIN (Employer Identification Number) is 83-6149115. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 2, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 20, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Donna Joseph Charitable Trust's focus areas in our free grants database
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