The Anne And Charlie Joseph Family
- Assets
- $500.2k
- Revenue
- $217.8k
- Investments
- $485.8k
- Employees
- 0
- Location
- Jacksonville, FL
- Founding
- 12/2017
- Data as of
- 12/2021
- EIN
- 30-6596058
Organization Overview
The Anne And Charlie Joseph Family is located in Jacksonville, FL. The organization was established in 2017. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Anne And Charlie Joseph Family is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Anne And Charlie Joseph Family generated $217.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (15.2%) each year. All expenses for the organization totaled $61.1k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Anne And Charlie Joseph Family has awarded 45 individual grants totaling $153,871. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNITED WAY OF NORTHEAST FLORIDA
COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA
MALIVAI WASHINGTON YOUTH FOUNDATION
CONGREGATION AHAVATH CHESED
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Charles S Joseph Trustee | 2 | $0 | |
Anne G Joseph Trustee | 2 | $0 | |
Jacob H Joseph Trustee | 0.25 | $0 | |
Sarah B Joseph Trustee | 0.25 | $0 | |
Caroline M Joseph Trustee | 0.25 | $0 | |
Margaret F Joseph Trustee | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $200,360 |
| Interest on Savings | $0 |
| Dividends & Interest | $8,506 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $8,900 |
| Capital Gain Net Income | $8,900 |
| Net ST Capital Gain | $711 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $217,766 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $152 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,956 |
| Total operating and administrative expenses | $4,608 |
| Contributions, gifts, grants paid | $56,480 |
| Total expenses and disbursements | $61,088 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $14,385 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $55,519 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $500,221 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Anne And Charlie Joseph Family has awarded $56,480 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
Jacksonville, FL PURPOSE: CHARITABLE PURPOSES | $35,000 |
Jacksonville, FL PURPOSE: CHARITABLE PURPOSES | $5,000 |
VARIOUS OTHER CHARITIES UNDER 500 PURPOSE: CHARITABLE PURPOSES | $3,480 |
MALIVAI WASHINGTON YOUTH FOUNDATION PURPOSE: CHARITABLE PURPOSES | $3,100 |
Jacksonville, FL PURPOSE: CHARITABLE PURPOSES | $2,150 |
E4E RELIEF PURPOSE: CHARITABLE PURPOSES | $1,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Walter R Ferguson Charitable Foundation Charitable Foundation Fort Lauderdale, FL | $0 | $613,063 |
Telford Foundation Inc Naples, FL | $77,208,801 | $5,161,589 |
Wanda And James M Moran Jr Foundation Inc Deerfield Beach, FL | $6,609,461 | $5,004,559 |
Yarim Foundation Boca Raton, FL | $1,467,226 | $2,520,229 |
Arnold & Winnie Palmer Foundation Inc Orlando, FL | $20,742,397 | $2,603,528 |
Mssa Ila Vacation Plan And Trust Mobile, AL | $2,494,985 | $3,007,833 |
W I H Pitts Charitable Tr Ua 110187 Orlando, FL | $39,439,716 | $4,048,727 |
Blake Family Foundation Inc Atlanta, GA | $54,641,915 | $13,537,530 |
St Marys United Methodist Church Foundation Inc Saint Marys, GA | $38,808,441 | $1,300,375 |
Fleming Family Foundation Jacksonville, FL | $35,811,592 | $3,215,572 |
Dana B Gulley And James K Gulley Memorial Trust Orlando, FL | $0 | $950,310 |
R Harold And Patsy Harrison Foundation Inc Brookhaven, GA | $31,730,871 | $2,128,634 |