Private Foundation

ZELMA MAY JOSI CHARITABLE TRUST

Based in DALLAS, TX, ZELMA MAY JOSI CHARITABLE TRUST operates as a Private Foundation. The organization reported $143K in revenue, $262K in expenses, $1.8M in total assets for fiscal year 2025. Imperigo tracks 7 reported grants from this foundation totaling approximately $1.3M.

EIN: 376445616 DALLAS, TX Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$143K
Total Expenses$262K
Total Assets$1.8M
Grants Given7
Grant Total$1.3M
Filing Years2021–2025

Sample Grants Given

THE SALVATION ARMY
LONGVIEW, WA · 2025
UNRESTRICTED GENERAL
$192,249
THE SALVATION ARMY
RCH PALOS VRD, CA · 2024
UNRESTRICTED GENERAL
$140,000
SALVATION ARMY INC
SEATTLE, WA · 2023
ASSIST THE NEEDY IN COWLITZ CO.
$228,836
SALVATION ARMY INC
SEATTLE, WA · 2022
ASSIST THE NEEDY IN COWLITZ CO.
$218,268
SALVATION ARMY INC
SEATTLE, WA · 2021
ASSIST THE NEEDY IN COWLITZ CO.
$188,766

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

TRUSTEE Bank Of America N A
TRUSTEE Jack Robson

Officer compensation and complete director data available with membership.

Top Grant Purposes

ASSIST THE NEEDY IN COWLITZ CO.
$1,008,635 5 grants
UNRESTRICTED GENERAL
$332,249 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $143K $262K $1.8M
2024 $96K $206K $2.0M
2023 $90K $281K $2.0M
2022 $71K $268K $2.2M
2021 $71K $239K $2.2M

Between 2021 and 2025, reported annual revenue grew from $71K to $143K (+103%), with total assets most recently reported at $1.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, WA.

CAWA

Full geographic grant map with state-by-state breakdown available with membership.

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