Nonprofit · EIN 92-0923784
JOSEPH T CHARITABLE TRUST
Tax-exempt · SALT LAKE CTY, UT 84117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $47,827 | $23,465 | $24,362 | $429,429 | $0 | $429,429 |
| December 31, 2024 | 990-PF | $33,109 | $12,000 | $21,109 | $405,067 | $0 | $405,067 |
| December 31, 2023 | 990-EZ | $25,000 | $5,000 | $20,000 | $383,958 | – | $383,958 |
| December 31, 2023 | 990-PF (amended) | $25,000 | $5,000 | $20,000 | $383,958 | $0 | $383,958 |
| December 31, 2022 | 990 | $370,003 | $6,045 | $363,958 | $363,958 | $0 | $363,958 |
| December 31, 2022 | 990-PF (amended) | $370,003 | $6,045 | $363,958 | $363,958 | $0 | $363,958 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $25,000
- Interest
- $22,827
Expenses
- Grants and similar amounts paid
- $19,500
- Disbursements for charitable purposes
- $19,500
- Excise tax on investment income
- $262
Balance sheet and other
- Total assets, start of year
- $405,067
- Total assets, end of year
- $429,429
- Total liabilities, end of year
- $0
- Net assets, end of year
- $429,429
- Fair market value of assets
- $429,429
- Qualifying distributions
- $19,500
- Net investment income
- $22,827
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY W JAMES 4760 SOUTH HIGHALND DRIVE PMB 152, SALT LAKE CITY, UT 84117 | TRUSTEE | 10 | $0 |
| GEORGIA JAMES 4760 SOUTH HIGHLAND DRIVE, PMB 152, SALT LAKE CITY, UT 84117 | TRUSTEE | 10 | $0 |
| SHEENA KNOX 2165 PANARAMA WAY, SALT LAKE CITY, UT 84124 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY W JAMES 4760 S HIGHLAND DRIVE PMB 152, SALT LAKE CITY, UT 84117 | TRUSTEE | 10 | $0 |
| GEORGIA JAMES 4760 S HIGHLAND DRIVE PMB 152, SALT LAKE CITY, UT 84117 | TRUSTEE | 10 | $0 |
| SHEENA KNOX 2165 PANARAMA WAY, SALT LAKE CITY, UT 84124 | TRUSTEE | 0 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY W JAMES | TRUSTEE | 10 | $0 |
| GEORGIA JAMES | TRUSTEE | 10 | $0 |
| SHEENA KNOX | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY W JAMES 4760 S HIGHLAND DRIVE PMB 152, SALT LAKE CITY, UT 84117 | TRUSTEE | 10 | $0 |
| GEORGIA JAMES 4760 S HIGHLAND DRIVE PMB 152, SALT LAKE CITY, UT 84117 | TRUSTEE | 10 | $0 |
| SHEENA KNOX 2165 PANARAMA WAY, SALT LAKE CITY, UT 84124 | TRUSTEE | 0 | $0 |
990 for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY W JAMES | TRUSTEE Trustee or director | 10 | $0 |
| GEORGIA K JAMES | TRUSTEE Trustee or director | 10 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY W JAMES 4760 S HIGHLAND DR PMB 152, SALT LAKE CITY, UT 84117 | TRUSTEE | 10 | $0 |
| GEORGIA K JAMES 4970 S HIGHLAND DR PMB 152, SALT LAKE CITY, UT 84117 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 4760 S HIGHLAND DR PMB 152, SALT LAKE CTY, UT 84117-5149
- In care of
- % JERRY JAMES
- Signed the 990-PF
- JERRY W JAMES, TRUSTEE
- Phone
- (801) 336-8490
- Return prepared by
- KARREN HENDRIX STAGG ALLEN & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 92-0923784
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $429,429
- Income (IRS master file)
- $47,827
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $47,827 | $23,465 | $429,429 | IRS |
| 990-PF | December 2024 | $33,109 | $12,000 | $405,067 | XML |
| 990-EZ | December 2023 | $25,000 | $5,000 | $383,958 | XML |
| 990-PF | December 2023 | $25,000 | $5,000 | $383,958 | IRS |
| 990 | December 2022 | $370,003 | $6,045 | $363,958 | XML |
| 990-PF | December 2022 | $370,003 | $6,045 | $363,958 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 92-0923784).
Questions about JOSEPH T CHARITABLE TRUST
- What is the EIN of JOSEPH T CHARITABLE TRUST?
- The employer identification number (EIN) of JOSEPH T CHARITABLE TRUST is 92-0923784.
- Is JOSEPH T CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to JOSEPH T CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH T CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH T CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH T CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOSEPH T CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOSEPH T CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $47,827, expenses of $23,465 and total assets of $429,429 at year end.
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