Funder DirectoryZELMA MAY JOSI CHARITABLE TRUST
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Private foundation (trust)EIN 376445616Est. 2009-10

ZELMA MAY JOSI CHARITABLE TRUST

LAKE OSWEGO, OR 97035

Total Assets

$4.1M

FY 2023

Annual Giving

$229K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$229K

FY 2023

Grant Range

$229K–$229K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$229K

No direct charitable activities. The only distributions were to the salvation army to support their work for needy people in cowlitz county, washington.

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$90K

Total Expenses

$281K

Qualifying Distributions

$229K

Distributable Amount

$192K

Min. Investment Return

$193K

Undistributed Income

$781

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $229K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

4 grants

SALVATION ARMY INC
$636K
3 grants
THE SALVATION ARMY
$188K
1 grant

Grant Size Distribution

4 grants

<$10K
$10–50K
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Washington
$824K
100% of total

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ZELMA MAY JOSI CHARITABLE TRUST — Grants, Financials & Contact | Grantivo