Zelma May Josi Charitable Trust
Zelma May Josi Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 1 grant totaling $192K. Net investment income was $101K.
Zelma May Josi Charitable Trust at a glance
In short: Zelma May Josi Charitable Trust gave $192K across 1 grant in 2025 (avg $192K), mostly in Washington. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $192,249
- +37.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $192,249
- +37.3% vs 2024
- Median grant
- $192,249
- Total assets
- $1,843,023
- -6.0% vs 2024
- Primary geography
- Washington (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Zelma May Josi Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Salvation Army ($192K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Zelma May Josi Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $140K (2024) to $229K (2023). In 2025 it made 1 grant totaling $192K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Salvation Army Longview, WA | Unrestricted General | $192,249 |
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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 | $1,843,023 | $143,311 | $261,632 | $192,249 | 1 | $218,919 | $100,559 | $222,314 |
| 2024 | $1,959,868 | $96,368 | $205,871 | $140,000 | 1 | $165,788 | $57,799 | $211,390 |
| 2023 | $2,041,999 | $90,447 | $280,741 | $228,836 | 1 | $228,836 | $124,798 | $191,614 |
| 2022 | $2,184,906 | $71,214 | $268,212 | $218,268 | 1 | $218,268 | $247,042 | $189,301 |
| 2021 | $2,201,922 | $70,549 | $238,747 | $188,766 | 1 | $188,766 | $296,179 | $218,268 |
| 2020 | $2,139,420 | $72,271 | $238,803 | $187,809 | 1 | — | $207,152 | $188,939 |
| 2019 | $2,158,208 | $85,571 | $226,450 | $184,956 | 1 | — | $222,391 | $187,809 |
Under IRS private-foundation payout rules, Zelma May Josi Charitable Trust reported a distributable amount of $222K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Zelma May Josi Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Jack L. Robson
Trustee
On filings since 2019
1 hr/week
$38K (2019) → $0 (2025)
Bank Of America N A
Trustee
On filings since 2024
1 hr/week
$41K (2024) → $63K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $63K, to Bank of America N a (Trustee).
Frequently asked questions about Zelma May Josi Charitable Trust
How much does Zelma May Josi Charitable Trust give each year?
Zelma May Josi Charitable Trust gave $192K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $140K across 1 grant.
How large is Zelma May Josi Charitable Trust?
Zelma May Josi Charitable Trust reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $219K in qualifying distributions that year, against a required minimum of $222K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Zelma May Josi Charitable Trust operate?
Zelma May Josi Charitable Trust has awarded grants in California, Washington.
What is Zelma May Josi Charitable Trust's EIN?
Zelma May Josi Charitable Trust's EIN (Employer Identification Number) is 37-6445616. IRS Form 990 filing data is available on this page for 2019–2025.
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
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 17, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in Zelma May Josi Charitable Trust's focus areas in our free grants database
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