Skip to content
ProPublica Donate
ProPublica Donate

Joseph Family Charitable Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$28k (2024)

Expenses
$3.87k (2024)

Total Assets
$686k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,973
Expenses
$3,867
Net Income
$24,106
Net Assets
$685,999
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,611
27.2%
Dividends $20,362
72.8%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $685,999
Total Liabilities $0
Net Assets $685,999
Compensation
Key Employees and Officers Compensation Other
Patrica Joseph (Trustee) $0 $0
Raj U Kumar (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,571
Expenses
$2,590
Net Income
$24,981
Net Assets
$681,076
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,198
4.3%
Dividends $15,880
57.6%
Sales of Assets $10,493
38.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $681,076
Total Liabilities $0
Net Assets $681,076
Compensation
Key Employees and Officers Compensation Other
Patrica Joseph (Trustee) $0 $0
Raj U Kumar (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,266
Expenses
$12,234
Net Income
$7,032
Net Assets
$656,095
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $43
0.2%
Dividends $8,138
42.2%
Sales of Assets $11,085
57.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,502
85.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $656,095
Total Liabilities $0
Net Assets $656,095
Compensation
Key Employees and Officers Compensation Other
Patrica Joseph (Trustee) $0 $0
Raj U Kumar (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,371
Expenses
$12,319
Net Income
$28,052
Net Assets
$649,062
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $11,529
28.6%
Sales of Assets $28,832
71.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,996
89.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $649,063
Total Liabilities $1
Net Assets $649,062
Compensation
Key Employees and Officers Compensation Other
Patrica Joseph (Trustee) $0 $0
Jean U Kumar (Trustee) $0 $0
Claire Joseph (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,409
Expenses
$16,248
Net Income
-$4,839
Net Assets
$621,010
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,481
13.0%
Dividends $13,322
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,277
87.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $621,011
Total Liabilities $1
Net Assets $621,010
Compensation
Key Employees and Officers Compensation Other
Patrica Joseph (Trustee) $0 $0
Jean U Kumar (Trustee) $0 $0
Claire Joseph (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,769
Expenses
$116,487
Net Income
-$74,718
Net Assets
$625,850
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $80
0.2%
Dividends $23,244
55.6%
Sales of Assets $18,445
44.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,000
97.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $625,850
Total Liabilities $0
Net Assets $625,850
Compensation
Key Employees and Officers Compensation Other
Patricia S Joseph (Trustee) $0 $0
Raj Kumar (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,078
Expenses
$16,081
Net Income
$31,997
Net Assets
$700,568
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,989
41.6%
Sales of Assets $28,089
58.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,170
88.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $700,568
Total Liabilities $0
Net Assets $700,568
Compensation
Key Employees and Officers Compensation Other
Patricia Joseph (Trustee) $0 $0
Mohan U Kumar (Trustee) $0 $0
Jean U Kumar (Trustee) $0 $0
Claire Joseph (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,901
Expenses
$14,555
Net Income
$7,346
Net Assets
$668,571
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,642
7.5%
Dividends $18,923
86.4%
Sales of Assets $1,336
6.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,555
93.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $668,571
Total Liabilities $0
Net Assets $668,571
Compensation
Key Employees and Officers Compensation Other
Patricia Joseph (Trustee) $0 $0
Mohan U Kumar (Trustee) $0 $0
Jean U Kumar (Trustee) $0 $0
Claire Joseph (Trustee) $0 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,582
Expenses
$14,445
Net Income
$2,137
Net Assets
$675,217
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $865
5.2%
Interest Revenue $0
Dividends $18,527
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,580
94.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $675,217
Total Liabilities $0
Net Assets $675,217

Document Links

Fiscal Year Ending July
2015

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,024
Expenses
$19,186
Net Income
$37,838
Net Assets
$674,204
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $704
1.2%
Dividends $18,642
32.7%
Sales of Assets $37,130
65.1%
Other Income $548
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,186
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $674,204
Total Liabilities $0
Net Assets $674,204

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,494
Expenses
$17,025
Net Income
-$1,531
Net Assets
$632,711
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $348
2.2%
Dividends $13,533
87.3%
Sales of Assets $0
Other Income $1,613
10.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,025
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $632,711
Total Liabilities $0
Net Assets $632,711

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,423
Expenses
$18,265
Net Income
-$842
Net Assets
$618,230
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,423
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,265
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $618,230
Total Liabilities $0
Net Assets $618,230

Document Links

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,071
Expenses
$16,185
Net Income
$2,886
Net Assets
$607,580
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,459
12.9%
Dividends $12,386
64.9%
Sales of Assets $4,226
22.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,185
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $607,580
Total Liabilities $0
Net Assets $607,580

Document Links

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us