Zelma May Josi Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 1 grants totaling $140K. Net investment income was $58K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
-4.0% YoY
Annual Giving
$140K
-38.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$140K
-38.8% YoY
About Zelma May Josi Charitable Trust
Based on IRS filings
Zelma May Josi Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 1 grants totaling $140K. Net investment income was $58K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,959,868 | $2,041,999 | $2,184,906 |
| Revenue | $96,368 | $90,447 | $71,214 |
| Expenses | $205,871 | $280,741 | $268,212 |
| Qualifying Distributions | $165,788 | $228,836 | $218,268 |
| Net Investment Income | $57,799 | $124,798 | $247,042 |
| Distributable Amount | $211,390 | $191,614 | $189,301 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE | 1 | $40,557 |
| JACK ROBSON | TRUSTEE | 1 | $18,581 |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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