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
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
Ready to take the next step with The Donna Joseph Charitable Trust?
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
The Shore Lane Family Foundation Inc
BOCA GRANDE, FL
Assets
$335
Grants
20
Total Given
$430K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Donna Joseph Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities