The Donna Joseph Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $807K in total assets. In 2024, it awarded 9 grants totaling $100K. Net investment income was $77K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$807K
-5.2% YoY
Annual Giving
$100K
+20.0% YoY
Grant Count
9
+50.0% YoY
Avg Grant Size
$11K
-20.0% YoY
Under IRS private-foundation payout rules, The Donna Joseph Charitable Trust reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.
About The Donna Joseph Charitable Trust
Based on IRS filings
The Donna Joseph Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $807K in total assets. In 2024, it awarded 9 grants totaling $100K. Net investment income was $77K.
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 | $807,073 | $851,591 | $872,568 |
| Revenue | $80,504 | $87,364 | $79,362 |
| Expenses | $125,022 | $108,341 | $87,087 |
| Qualifying Distributions | $100,207 | $83,500 | $63,263 |
| Net Investment Income | $76,789 | $63,676 | $75,697 |
| Distributable Amount | $39,181 | $37,991 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hands Across the Bay ($46,650), St Joseph's Hospital Foundation ($22,500), Academy of the Holy Names ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ST JOSEPH'S HOSPITAL FOUNDATION TAMPA, FL | HEALTHCARE SUPPORT | $22,500 |
| HANDS ACROSS THE BAY CLEARWATER, FL | FAMILES AND COMMUNITIES | $46,650 |
| ACADEMY OF THE HOLY NAMES TAMPA, FL | RELIGIOUS AND FAMILY SUPPORT | $10,000 |
| TAMPA JEWISH FEDERATION TAMPA, FL | RELIGIOUS AND FAMILY SUPPORT | $5,150 |
| YOUNG ISRAEL TAMPA, FL | RELIGIOUS AND COMMUNITY SUPPORT | $5,000 |
| JESUIT HIGH SCHOOL TAMPA, FL | RELIGIOUS AND FAMILY SUPPORT | $7,135 |
| GALZER CHILDREN'S MUSEUM TAMPA, FL | FAMILIES AND COMMUNITIES | $2,500 |
| STARTING RIGHT NOW TAMPA, FL | YOUTH HOMELESSNESS | $283 |
| TUNNELS TO TOWERS FOUNDATION TAMPA, FL | VETERNS' HOUSING | $989 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HARVEY SCHONBRUN | TRUSTEE | 5 | $20,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Donna Joseph Charitable Trust?
The Donna Joseph Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. It holds $807K in total assets as of 2024.
How large is The Donna Joseph Charitable Trust?
As of 2024, The Donna Joseph Charitable Trust holds $807K in total assets with $81K in annual revenue. It awarded 9 grants totaling $100K in 2024.
Where does The Donna Joseph Charitable Trust operate?
The Donna Joseph Charitable Trust has awarded grants in Florida.
What size grants does The Donna Joseph Charitable Trust award?
In 2024, The Donna Joseph Charitable Trust awarded 9 grants totaling $100K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is The Donna Joseph Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Donna Joseph Charitable Trust reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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