Nonprofit · EIN 30-6596058
THE ANNE AND CHARLIE JOSEPH FAMILY
Tax-exempt · JACKSONVILLE, FL 32256
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $233,674 | $153,480 | $80,194 | $629,790 | $0 | $629,790 |
| December 31, 2023 | 990-PF | $286,759 | $68,197 | $218,562 | $657,694 | $0 | $657,694 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $31,018
- Dividends
- $15,499
- Interest
- $12
- Net gain from sales of assets
- $187,145
Expenses
- Grants and similar amounts paid
- $147,630
- Disbursements for charitable purposes
- $153,480
- Excise tax on investment income
- $2,817
Balance sheet and other
- Total assets, start of year
- $657,694
- Total assets, end of year
- $629,790
- Total liabilities, end of year
- $0
- Net assets, end of year
- $629,790
- Fair market value of assets
- $629,790
- Qualifying distributions
- $153,480
- Net investment income
- $202,656
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES S JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 2 | $0 |
| ANNE G JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 2 | $0 |
| SARAH B JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 0.25 | $0 |
| JACOB H JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 0.25 | $0 |
| CAROLINE M JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 0.25 | $0 |
| MARGARET F JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES S JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 2 | $0 |
| ANNE G JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 2 | $0 |
| SARAH B JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 0.25 | $0 |
| JACOB H JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 0.25 | $0 |
| CAROLINE M JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 0.25 | $0 |
| MARGARET F JOSEPH 8062 GREEN GLADE ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 8062 GREEN GLADE RD, JACKSONVILLE, FL 32256-7302
- In care of
- % CHARLES S JOSEPH
- Signed the 990-PF
- ANNE G JOSEPH, TRUSTEE
- Phone
- (904) 502-4442
- Return prepared by
- MORRIS & MORRIS PA CPAs
What it must file and when
IRS records say it files Not required. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-6596058
- 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
- 2017
- Accounting year ends
- December
- Files
- Not required
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $629,790
- Income (IRS master file)
- $427,826
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $233,674 | $153,480 | $629,790 | XML |
| 990-PF | December 2023 | $286,759 | $68,197 | $657,694 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 30-6596058).
Questions about THE ANNE AND CHARLIE JOSEPH FAMILY
- What is the EIN of THE ANNE AND CHARLIE JOSEPH FAMILY?
- The employer identification number (EIN) of THE ANNE AND CHARLIE JOSEPH FAMILY is 30-6596058.
- Is THE ANNE AND CHARLIE JOSEPH FAMILY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to THE ANNE AND CHARLIE JOSEPH FAMILY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ANNE AND CHARLIE JOSEPH FAMILY file?
- Form Not required.
- When is the next return of THE ANNE AND CHARLIE JOSEPH FAMILY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ANNE AND CHARLIE JOSEPH FAMILY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE ANNE AND CHARLIE JOSEPH FAMILY?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does THE ANNE AND CHARLIE JOSEPH FAMILY have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $233,674, expenses of $153,480 and total assets of $629,790 at year end.
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