The Joseph Family Foundation

Foundation · Grantmaker Middleburg Heights, OH EIN: 31-1504058

The Joseph Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Middleburg Heights, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 7 grants totaling $99K. Net investment income was $45K.

Key facts about The Joseph Family Foundation

EIN
31-1504058
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$99,010
Grants made (2024)
7
Average grant
$14,144
Median grant
$10,000
Total assets
$1,321,318
Primary geography
Ohio (75% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The Joseph Family Foundation funds

By grant dollars, the top recipient states for The Joseph Family Foundation's 7 itemized 2024 grants were Ohio (75%) and Michigan (25%). The most frequent recipient cities were Cleveland, OH (4 grants). 100% of grants with a stated purpose were for general or operating support.

How The Joseph Family Foundation gives

  • Giving held roughly steady from 2021 to 2024 (−1%). Method
  • In 2024 it paid out 157% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+7.2% YoY

Annual Giving

$99K

+21.4% YoY

Grant Count

7

-22.2% YoY

Avg Grant Size

$14K

+56.1% YoY

Under IRS private-foundation payout rules, The Joseph Family Foundation reported a distributable amount of $63K for 2024 — the minimum it must pay out in qualifying distributions.

About The Joseph Family Foundation

Based on IRS filings

The Joseph Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Middleburg Heights, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 7 grants totaling $99K. Net investment income was $45K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 7 itemized 2024 grant dollars.

Cities

ClevelandChesterlandOrchard LakeElyriaAnn ArborDaytonDetoritKentManheimNew YorkNoviWestlakeWilberforce

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$138K$276K$414K$551K20202021202220232024
Metric202420232022
Total Assets$1,321,318$1,232,235$1,326,384
Revenue$191,934$51,666$62,186
Expenses$102,851$145,815$501,285
Qualifying Distributions$99,210$81,656$115,803
Net Investment Income$45,092$47,181$51,353
Distributable Amount$63,338$63,633$70,938

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$28K$57K$85K$114K4 grants20209 grants202110 grants20229 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Playhouse Square Foundation: $45KPlayhouse Square Foundation$45KCliff Keen Wrestling Club: $25KCliff Keen Wrestling Club$25KComunity Foundation of Lorain County: $15KComunity Foundation of LorainCounty$15KBoys & Girls Clubs of Northeast Ohio: $10KBoys & Girls Clubs ofNortheast Ohio$10KMiscellaneous: $2KMiscellaneous$2KThe JLT Fund: $1KThe JLT Fund$1KUniversity Hospitals: $1KUniversity Hospitals$1K

Grant Size Distribution

39 grants across all recorded years

38<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Playhouse Square Foundation ($45,000), Cliff Keen Wrestling Club ($25,000), Comunity Foundation of Lorain County ($15,000).

RecipientPurposeAmount
PLAYHOUSE SQUARE FOUNDATION Cleveland, OHGENERAL SUPPORT$45,000
CLIFF KEEN WRESTLING CLUB Ann Arbor, MIGENERAL SUPPORT$25,000
COMUNITY FOUNDATION OF LORAIN COUNTY Elyria, OHGENERAL SUPPORT$15,000
BOYS & GIRLS CLUBS OF NORTHEAST OHIO Cleveland, OHGENERAL SUPPORT$10,000
MISCELLANEOUS Cleveland, OHGENERAL SUPPORT$1,750
THE JLT FUND Chesterland, OHGENERAL SUPPORT$1,260
UNIVERSITY HOSPITALS Cleveland, OHGENERAL SUPPORT$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Louis G JosephTrustee/Pres/Sec'r1—
Valerie J JosephTrustee/Vice Pres1—
Geoffrey R EngelTrustee/Treasurer1—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Joseph Family Foundation?

The Joseph Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Middleburg Heights, OH. It holds $1.3M in total assets as of 2024.

How large is The Joseph Family Foundation?

As of 2024, The Joseph Family Foundation holds $1.3M in total assets with $192K in annual revenue. It awarded 7 grants totaling $99K in 2024.

Where does The Joseph Family Foundation operate?

The Joseph Family Foundation has awarded grants in Michigan, New York, Ohio, Pennsylvania.

What size grants does The Joseph Family Foundation award?

In 2024, The Joseph Family Foundation awarded 7 grants totaling $99K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is The Joseph Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joseph Family Foundation reported a distributable amount of $63K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Joseph Family Foundation's EIN?

The Joseph Family Foundation's EIN (Employer Identification Number) is 31-1504058. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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