Zelma May Josi Charitable Trust
DALLAS, TX EIN: 37-6445616
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does Zelma May Josi Charitable Trust fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Washington $824K (85%)
California $140K (15%)
States
Cities
Rch Palos VrdSeattle
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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