Carolyn H Joseph Charitable Trust
https://NoneTotal Given 2017–2020
$3.4M
9 grants · $842K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$100K
typical big bets · $56K–$966K
grant size
100%
deep partner · 3/3 multi-year
repeat
$173K
Assets · 2019
3
Distinct recipients
About
The following information is submitted in accordance with Treasury RegulationSection 1.6043-3(a)(1) and the Form 990-PF instructions:The Foundation made distributions of cash and securities to the grantees listed in Part XV, Line 3a in excess of current year income; each such grant was made solely for the charitable purpose listed on the schedule. The amount given in excess of income by the Foundation represented more than 25% of the Foundation's net assets of $347,960 (as measured by fair market value) at the beginning of the Foundation's taxable year ending March 31, 2018. Although the Foundation technically experienced a "substantial contraction", it will continue in existence.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
American Cancer Society
Phone
7139519900
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $300K | $348K | $87K | 3 |
| 2018 | $2.9M | $115K | $2.6M | 3 |
| 2019 | N/A | $173K | $68K | N/A |
| 2020 | $168K | $0 | $-6K | 3 |
Grant Size Distribution
Based on 9 grants on record
Minimum
$56K
25th Pctl
$56K
Median
$100K
Average
$374K
75th Pctl
$966K
Maximum
$966K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| Patricia G Ferguson | Trustee | — |
Grants Awarded (9 total)
| Purpose | ||||
|---|---|---|---|---|
| Rockingham Memorial Hospital | Harrisonburg, VA | $966,469 | Operating support | 2018 |
| American Cancer Society | Oklahoma City, OK | $966,469 | Operating support | 2018 |
| American Heart Association | St Petersburg, FL | $966,469 | Operating support | 2018 |
| American Heart Association | St Petersburg, FL | $100,000 | Operating support | 2017 |
| American Cancer Society | Oklahoma City, OK | $100,000 | Operating support | 2017 |
| Rockingham Memorial Hospital | Harrisonburg, VA | $100,000 | Operating support | 2017 |
| American Cancer Society | Oklahoma City, OK | $56,152 | Operating support | 2020 |
| Rockingham Memorial Hospital | Harrisonburg, VA | $56,151 | Operating support | 2020 |
| American Heart Association | St Petersburg, FL | $56,151 | Operating support | 2020 |