Thomas J and Carol J Joseph Foundation

Private foundation · Grantmaker Omro, WI EIN: 61-1580005

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.

Key facts about Thomas J and Carol J Joseph Foundation

EIN
61-1580005
Latest 990 filing
Form 990-PF, 2025
Total assets
$1,044,381

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

+4.9% YoY

Revenue

$56K

-89.3% YoY

Net Investment Income

$49K

-75.8% YoY

Expenses

$6K

-98.4% YoY

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.

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.

Your AI grants department

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

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

NaplesBerlinOshkosh

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K3 grants20226 grants20233 grants20240 grants2025

From 2022 to 2024, annual grant giving ranged from $310K (2022) to $607K (2023). In 2024 it made 3 grants totaling $395K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

12 grants across all recorded years

5<$50K1$50–100K4$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 12 (42%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2022202320242025
Metric202520242023
Total Assets$1,044,381$995,277$875,720
Revenue$55,593$519,698$432,676
Expenses$6,489$400,141$615,372
Qualifying Distributions—$394,900$610,000
Net Investment Income$49,308$203,889$120,369
Distributable Amount$62,448$54,275$48,426

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS December 2, 2025)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS July 14, 2026)
  3. IRS filings on file for fiscal years 2022–2024

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.

Your AI grants department

Here's the math on researching Thomas J and Carol J Joseph Foundation by hand.

Explore Open Grants

Browse active grant opportunities in Thomas J and Carol J Joseph Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

High Five Foundation II

Woodmere, NY

Philanthropy, Voluntarism & Grantmaking

Assets

$6.9M

Grants

116

Total Given

$396K

The Gabriel & Jeanne Shaheen Family Foundation Inc

Tampa, FL

The foundation supports a range of causes, including mentoring, housing, United Ways, arts, and education. Its 2025 grants ranged from $500 to $20,000, with a median of $3,000, primarily benefiting organizations in Michigan and Florida, as well as Indiana and other states. It accepts requests; send them to Gabriel Shaheen with the request’s origin name and address and its purpose.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.9M

Grants

32

Total Given

$119K

Taranto Family Foundation Inc

Naples, FL

The foundation supports a range of charitable organizations, including those focused on education, hunger and homelessness, health, and social services, with grants typically around $5,000 (2025 awards ranged from $1,000 to $60,010). Its 2025 giving was concentrated in New York and Florida, with additional grants in the District of Columbia, Maryland, and New Jersey. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$7.7M

Grants

49

Total Given

$404K

The Norton Foundation

Falls Church, VA

The Norton Foundation supports young people under 25 with personal and vocational development, employment, setting up a home, and related equipment; it also makes grants for building and equipment projects. Its 2025 grants ranged from $1,000 to $388,500, with a median of $20,000; its website names Birmingham, Solihull, Coventry and Warwickshire, while recent filings show grants across several U.S. states and Washington, DC. The 2025 filing says it funds only preselected charities and does not accept unsolicited requests, though its website describes application routes for some grants.

Assets

$4.9M

Grants

45

Total Given

$1.5M

Suncoast Credit Union Foundation

Tampa, FL

The Suncoast Credit Union Foundation funds children’s education, health, and emotional well-being, including schools, scholarships, medical research, and family-support programs. Its 2025 grants ranged from $5,250 to $348,000, with a median of $15,000, and it supports eligible organizations in counties served by Suncoast Credit Union, primarily in Florida. It accepts grant applications through an online process.

Assets

$11.9M

Grants

162

Total Given

$6.0M

Blanche S Buck Charitable Foundaton Inc Co R King

Fort Lauderdale, FL

Assets

$2.1M

Grants

1

Total Given

$189K

Cla Foundation

Minneapolis, MN

CLA Foundation funds organizations focused on education, workforce preparation, youth employment, and child care, with the largest shares of 2024 grant dollars going to recipients in Minnesota, Wisconsin, Maryland, Massachusetts, and Pennsylvania. Its 2024 grants ranged from $5,000 to $200,000, with a median of $14,000. It does not accept unsolicited requests and gives only to preselected charitable organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

—

Grants

202

Total Given

$3.3M

The Karpus Family Foundation Inc

Pittsford, NY

The Karpus Family Foundation supports nonprofits serving people and animals in need, with interests including education, homelessness, disability inclusion, cancer research, domestic-abuse prevention, and animal welfare. Its 2025 grants ranged from $2,500 to $50,000, with a median of $15,500; it prioritizes the Greater Rochester area, Florida, and Cleveland, while also funding elsewhere. It states that it funds preselected organizations and does not accept unsolicited requests.

Human Services

Assets

$25.1M

Grants

36

Total Given

$812K

The Ahuja Foundation

Naples, FL

The Ahuja Foundation supports preselected charitable organizations, with 2024 grants spanning food access, health care, education, and theatre and education. Grants ranged from $2,500 to $1 million, with a median of $10,000; most funding went to Florida and Ohio. It does not accept unsolicited funding requests.

Assets

$47.3M

Grants

35

Total Given

$2.1M

The Wasie Foundation

Wayzata, MN

The Wasie Foundation funds charitable organizations, including children’s services, hospitals, end-of-life care, and mental health, with support for operations, programs, and capital improvements. Its 2024 grants ranged from $125 to $500,000, with a median of $25,000; most funding went to Florida, with some to Minnesota. It supports only preselected organizations and does not accept unsolicited requests.

Education

Assets

—

Grants

21

Total Given

$1.7M

United Way of Collier and the Keys

Naples, FL

United Way of Collier and the Keys funds local nonprofit programs addressing financial security, health, youth opportunity, community resiliency, and related needs in Collier and Monroe counties, including the Florida Keys. Recent grants ranged from $6,000 to $166,985, with a median of $12,000. It uses an application process; the 2026–2027 cycle is closed.

Assets

$14.7M

Grants

36

Total Given

$745K

WK Kellogg Foundation

Battle Creek, MI

The W.K. Kellogg Foundation funds community-led work focused on children’s health and education, good food, family economic security, racial equity and equitable opportunity. It gives across the United States, with long-term commitments in Michigan, Mississippi, New Mexico and New Orleans, and also funds in parts of Mexico and Haiti; its 2024 median grant was $100,000. It accepts proposals at any time through its website and does not limit giving to preselected organizations.

Assets

$481.0M

Grants

1,818

Total Given

$303.9M

More Funders in Wisconsin

Thomas J and Carol J Joseph Foundation down — hundreds of funders to go?

Want AI to do this for you?