Joseph & Sally Handleman Charitable Foundation Trust C

Handleman Joseph Etal Ttee

Key Biscayne, FL
Tax-exempt since May 1998
EIN: 65-6263328

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$373k (2024)

Expenses

$518k (2024)

Total Assets

$6.99M (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 Dec.
2024

Revenue

$373,034

Expenses

$518,081

Net Income

-$145,047

Net Assets

$6,989,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$71,081	19.1%
Dividends	$179,583	48.1%
Sales of Assets	$122,229	32.8%
Other Income	$141	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$471,959	91.1%
Compensation of Officers*	$50,000	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,989,418
Total Liabilities	$0
Net Assets	$6,989,418

Compensation

Key Employees and Officers	Compensation	Other
Joyce Ann Muller (Trustee)	$50,000	$0
Marisa Muller (Trustee)	$0	$0

990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$929,591

Expenses

$501,063

Net Income

$428,528

Net Assets

$7,089,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$45,256	4.9%
Dividends	$150,190	16.2%
Sales of Assets	$734,018	79.0%
Other Income	$127	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$470,692	93.9%
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	$7,089,451
Total Liabilities	$0
Net Assets	$7,089,451

Compensation

Key Employees and Officers	Compensation	Other
Joyce Ann Muller (Trustee)	$0	$0
Marisa Muller (Trustee)	$0	$0

990-PF

Filed on May 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$227,749

Expenses

$590,587

Net Income

-$362,838

Net Assets

$6,665,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,392	9.4%
Dividends	$109,105	47.9%
Sales of Assets	$97,101	42.6%
Other Income	$151	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$545,275	92.3%
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	$6,665,270
Total Liabilities	$0
Net Assets	$6,665,270

Compensation

Key Employees and Officers	Compensation	Other
Joyce Ann Muller (Trustee)	$0	$0
Marisa Muller (Trustee)	$0	$0

990-PF

Filed on June 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,198,282

Expenses

$492,310

Net Income

$705,972

Net Assets

$7,026,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,616	1.8%
Dividends	$108,603	9.1%
Sales of Assets	$1,067,898	89.1%
Other Income	$165	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$415,890	84.5%
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	$7,026,917
Total Liabilities	$0
Net Assets	$7,026,917

Compensation

Key Employees and Officers	Compensation	Other
Joyce Ann Muller (Trustee)	$0	$0
Marisa Muller (Trustee)	$0	$0

990-PF

Filed on Sept. 30, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$1,634,765

Expenses

$454,497

Net Income

$1,180,268

Net Assets

$6,320,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$878,850	53.8%
Interest Revenue	$29,058	1.8%
Dividends	$96,802	5.9%
Sales of Assets	$630,055	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$393,451	86.6%
Compensation of Officers*	$50,000	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,320,946
Total Liabilities	$1
Net Assets	$6,320,945

Compensation

Key Employees and Officers	Compensation	Other
Joyce Ann Muller (Trustee)	$0	$0
Marisa Muller (Trustee)	$0	$0

990-PF

Filed on May 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$697,070

Expenses

$464,017

Net Income

$233,053

Net Assets

$5,143,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$51,780	7.4%
Interest Revenue	$39,525	5.7%
Dividends	$102,131	14.7%
Sales of Assets	$503,634	72.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$404,263	87.1%
Compensation of Officers*	$50,000	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,143,413
Total Liabilities	$1
Net Assets	$5,143,412

Compensation

Key Employees and Officers	Compensation	Other
Joyce Ann Muller (Trustee)	$0	$0
Marisa Muller (Trustee)	$0	$0

990-PF

Filed on May 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$385,460

Expenses

$347,225

Net Income

$38,235

Net Assets

$4,965,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,253	7.8%
Dividends	$96,564	25.1%
Sales of Assets	$258,643	67.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$321,638	92.6%
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	$4,965,663
Total Liabilities	$0
Net Assets	$4,965,663

Compensation

Key Employees and Officers	Compensation	Other
Joyce Ann Muller (Trustee)	$0	$0
Marisa Muller (Trustee)	$0	$0

990-PF

Filed on April 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$164,496

Expenses

$330,942

Net Income

-$166,446

Net Assets

$4,919,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,283	17.2%
Dividends	$80,722	49.1%
Sales of Assets	$55,491	33.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$302,418	91.4%
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	$4,919,503
Total Liabilities	$0
Net Assets	$4,919,503

Compensation

Key Employees and Officers	Compensation	Other
Joyce Ann Muller (Trustee)	$0	$0
Marisa Muller (Trustee)	$0	$0

990-PF

Filed on March 20, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$488,547

Expenses

$335,108

Net Income

$153,439

Net Assets

$5,317,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,180	6.0%
Dividends	$104,925	21.5%
Sales of Assets	$351,741	72.0%
Other Income	$2,701	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$294,572	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	$5,317,498
Total Liabilities	$0
Net Assets	$5,317,498

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$552,799

Expenses

$352,145

Net Income

$200,654

Net Assets

$5,164,059

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$56,138	10.2%
Dividends	$92,801	16.8%
Sales of Assets	$400,035	72.4%
Other Income	$3,825	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$329,305	93.5%
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	$5,164,059
Total Liabilities	$0
Net Assets	$5,164,059

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$276,013

Expenses

$373,777

Net Income

-$97,764

Net Assets

$4,963,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$71,448	25.9%
Dividends	$84,235	30.5%
Sales of Assets	$117,879	42.7%
Other Income	$2,451	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$341,407	91.3%
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	$4,963,405
Total Liabilities	$0
Net Assets	$4,963,405

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$407,016

Expenses

$461,415

Net Income

-$54,399

Net Assets

$5,061,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75,465	18.5%
Dividends	$88,409	21.7%
Sales of Assets	$219,230	53.9%
Other Income	$23,912	5.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$417,781	90.5%
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	$5,061,169
Total Liabilities	$0
Net Assets	$5,061,169

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?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Joseph & Sally Handleman Charitable Foundation Trust C

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $373k (2024)

Expenses $518k (2024)

Total Assets $6.99M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$373k (2024)

Expenses

$518k (2024)

Total Assets

$6.99M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Dec.
2001