Thomas J and Carol J Joseph Foundation

OMRO, WI EIN: 61-1580005

Thomas J and Carol J Joseph Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OMRO, WI. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $995K in total assets. In 2024, it awarded 3 grants totaling $415K. Net investment income was $204K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$995K

+13.7% YoY

Annual Giving

$415K

-31.6% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$138K

+36.8% YoY

Under IRS private-foundation payout rules, Thomas J and Carol J Joseph Foundation reported a distributable amount of $54K for 2024 — the minimum it must pay out in qualifying distributions.

About Thomas J and Carol J Joseph Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Thomas J and Carol J Joseph Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $1.1M (84%)

Wisconsin $217K (16%)

States

Florida Wisconsin

Cities

BerlinNaplesOshkosh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$995,277	$875,720	$1,058,416
Revenue	$539,647	$432,676	$535,611
Expenses	$420,090	$615,372	$318,042
Qualifying Distributions	$414,900	$610,000	$310,000
Net Investment Income	$203,940	$120,369	$17,699
Distributable Amount	$54,274	$48,426	$55,136

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Naples Children & Education Foundation ($289,900), The Immokalee Foundation ($100,000), Naples Botanical Gardens ($25,000).

Recipient	Purpose	Amount
NAPLES BOTANICAL GARDENS NAPLES, FL	TO ENHANCE CHARITABLE FOUNDATION	$25,000
NAPLES CHILDREN & EDUCATION FOUNDATION NAPLES, FL	TO ENHANCE CHARITABLE FOUNDATION	$289,900
THE IMMOKALEE FOUNDATION NAPLES, FL	TO ENHANCE CHARITABLE FOUNDATION	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
THOMAS J JOSEPH	PRESIDENT	—	—
CAROL J JOSEPH	TREASURER/SECRETARY	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Thomas J and Carol J Joseph Foundation?

Thomas J and Carol J Joseph Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OMRO, WI. It holds $995K in total assets as of 2024.

How large is Thomas J and Carol J Joseph Foundation?

As of 2024, Thomas J and Carol J Joseph Foundation holds $995K in total assets with $540K in annual revenue. It awarded 3 grants totaling $415K in 2024.

Where does Thomas J and Carol J Joseph Foundation operate?

Thomas J and Carol J Joseph Foundation has awarded grants in Florida, Wisconsin.

What size grants does Thomas J and Carol J Joseph Foundation award?

In 2024, Thomas J and Carol J Joseph Foundation awarded 3 grants totaling $415K — an average of about $138K per grant, based on its IRS Form 990 filings.

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 2024, Thomas J and Carol J Joseph Foundation reported a distributable amount of $54K 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 2022–2024.