Thomas J and Carol J Joseph Foundation
Thomas J and Carol J Joseph Foundation is a private foundation, based in Omro, WI. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $1.0M in total assets. Net investment income was $49K.
Thomas J and Carol J Joseph Foundation at a glance
- Total assets
- $1,044,381
- +4.9% vs 2024
- Revenue (2025)
- $55,593
- -89.3% vs 2024
- Net investment income (2025)
- $49,308
- -75.8% vs 2024
- Expenses (2025)
- $6,489
- -98.4% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Thomas J and Carol J Joseph Foundation funds
How this funder distributes its grants
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 5 grants of 12 (42%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Thomas J and Carol J Joseph Foundation gives
- In 2024 it paid out 728% 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 2022 to 2024, annual grant giving ranged from $310K (2022) to $607K (2023). In 2024 it made 3 grants totaling $395K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Naples Children & Education Foundation Naples, FL | To Enhance Charitable Foundation | $269,900 |
| The Immokalee Foundation Naples, FL | To Enhance Charitable Foundation | $100,000 |
| Naples Botanical Gardens Naples, FL | To Enhance Charitable Foundation | $25,000 |
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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 | $1,044,381 | $55,593 | $6,489 | — | — | — | $49,308 | $62,448 |
| 2024 | $995,277 | $519,698 | $400,141 | $394,900 | 3 | $394,900 | $203,889 | $54,275 |
| 2023 | $875,720 | $432,676 | $615,372 | $606,500 | 6 | $610,000 | $120,369 | $48,426 |
| 2022 | $1,058,416 | $535,611 | $318,042 | $310,000 | 3 | $310,000 | $17,699 | $55,136 |
Under IRS private-foundation payout rules, Thomas J and Carol J Joseph Foundation reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Thomas J and Carol J Joseph Foundation is led by Thomas J. Joseph, President on every filing since 2022; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Thomas J. Joseph
President
On filings since 2022
No compensation reported
Carol J. Joseph
Treasurer & Secretary
On filings since 2022
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Thomas J and Carol J Joseph Foundation
How large is Thomas J and Carol J Joseph Foundation?
Thomas J and Carol J Joseph Foundation reported $1.0M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $56K.
Where does Thomas J and Carol J Joseph Foundation operate?
Thomas J and Carol J Joseph Foundation has awarded grants in Florida, Wisconsin.
How much is Thomas J and Carol J Joseph Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Thomas J and Carol J Joseph Foundation reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Thomas J and Carol J Joseph Foundation's EIN?
Thomas J and Carol J Joseph Foundation's EIN (Employer Identification Number) is 61-1580005. IRS Form 990 filing data is available on this page for 2022–2025.
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
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 14, 2026)
- IRS filings on file for fiscal years 2022–2024
Live grants for the work Thomas J and Carol J Joseph Foundation funds
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