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The Anne and Charlie Joseph Family Foundation at a glance

· Private foundation

The Anne and Charlie Joseph Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$148k
Granted FY2024still arriving
17
Grants FY2024still arriving
6
States reached
$95k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Philanthropy$287kArts & Culture$33kYouth Development$30kEducation$20kPublic Safety & Disaster$10kHealth$9kReligion$8kHuman Services$8kOther$0
02FY2024 · 17 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k14 grants · $16k
  • $10k–50k2 grants · $36k
  • $50k–250k1 grant · $95k
$1,000
Median grant
6
States reached
$630k
Total assets
Largest grants
RecipientAmount
UNITED WAY OF NORTHEAST FLORIDA$95,000
MUSEUM OF CONTEMPORARY ARTS JACKSONVILLE$25,200
MALIVAI WASHINGTON YOUTH FOUNDATION$11,000
Individual grant recipient$2,500
VARIOUS OTHER CHARITIES UNDER 500$2,280
DELORES BARR WEAVER POLICY CENTER$2,000
SHELBURNE FARMS$2,000
E4E RELIEF$1,500
JEWISH FEDERATION OF NORTHEAST FLORIDA$1,000
UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION$1,000
AMERICAN CANCER SOCIETY$1,000
SAN MARCO CHAMBER MUSIC SOCIETY$650
NATIONAL MULTIPLE SCLEROSIS SOCIETY$500
MIDDLEBURY COLLEGE$500
CATHEDRAL ARTS PROJECTS$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY19–24, $7k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%NATIONAL URBAN LEAGUE: $1k → 17%JEWISH FAMILY AND COMMUNITY SERVICES: $2k → 14%DELORES BARR WEAVER POLICY CENTER: $2k → 14%DELORES BARR WEAVER POLICY CENTER: $500 → 14%DELORES BARR WEAVER POLICY CENTER: $500 → 14%DELORES BARR WEAVER POLICY CENTER: $500 → 14%DELORES BARR WEAVER POLICY CENTER: $500 → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

VT
NY
IA
OH
CT
VA
NC
DC
AL
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

95%of every dollar goes to organizations it has funded before.
$393k · 16 repeat orgs$19k to everyone else

Grantees it renews have grown median revenue +28% since the first grant, against +6% for those funded once.

16 repeat relationships: 11 still active in FY2024, 5 since wound down; 6 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

16
14

Total granted

$393k
$13k

Median revenue growth · since first grant

+28%
+6%

Still filing today

75%
71%

New vs renewed · share of each year

In FY2024, 96% of grant dollars renewed an existing relationship; $6k went to new ones.

50%100%’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24
EducationArts & CultureHealthHuman ServicesPhilanthropyCivil RightsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • MO
    MUSEUM OF CONTEMPORARY ART JACKSONVILLE INC
    3× · 2019–2024 · $27k · revenue +200%
  • JU
    Jacksonville University
    3× · 2020–2023 · $11k · revenue +40%
  • UO
    UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
    6× · 2019–2024 · $6k · revenue +113%

Funded once

  • TL
    THE LJD JEWISH FAMILY & COMMUNITY SERVICES INCgraduated
    one grant, 2020 · $2k · revenue +42%
  • MO
    MUSEUM OF CONTEMPORARY ART INCgraduated
    one grant, 2022 · $2k · revenue +39%
  • JA
    JEWISH AND FAMILY COMMUNITY SERVICES
    one grant, 2019 · $1k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
2
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
3
Albright College

As a diverse community of learners, we cultivate integrity, curiosity, connection and resilience.

Education
4
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
5
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
6
National Action Council for Minorities in Engineering Inc

To provide leadership and support for the national effort to increase the representation of successful african american, native american and latinx women and men in engineering and technology, math, and science-based careers.

Civil Rights
7
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
8
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
9
Columbia College Chicago

The organization's mission is to educate students for creative occupations in diverse fields of arts and media.

Education
10
American Association for the Advancement of Science

Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…

Science & Tech
11
The George Washington University

The mission of the george washington university (gw) is to educate individuals in liberal arts, languages, sciences, learned professions, and other courses and subjects of study, and to conduct scholarly research and publish the findings…

Education
12
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
How this is measured
The grantee most central to the portfolio’s shape is The Community Foundation for Northeast Florida Inc; the most unlike its peers is Mills Family Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

27 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 27 of the 37 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
27/27
Grantees still filing
13/27
Grew since first funded

Where the money sits, by cause and then by grantee

UNITED WAY OF NORTHEAST FLORIDA INC: $260,000 · PhilanthropyUNITED WAY OF NORTHEAST FLORIDA INC+2 more: $7,000 · PhilanthropyVARIOUS OTHER CHARITIES UNDER 500: $19,022 · OtherVARIOUS OTHER …THE CONGREGATION AHAVATH CHESED INC: $8,479 · OtherTHE CONGREGATI…AMERICAN CANCER SOCIETY OF JACKSONVILLE: $3,250 · OtherAMERICAN CANCE…Individual grant recipient: $2,500 · OtherONEJAX INSTITUTE: $2,500 · OtherSHELBURNE FARMS: $5,650 · OtherSHELBURNE FARM…+14 more: $11,620 · Other+14 moreMUSEUM OF CONTEMPORARY ART JACKSONVILLE INC: $27,450 · Arts & CultureMUSEUM OF CONTEMPORARY ART INC: $1,700 · Arts & Culture+2 more: $1,250 · Arts & CultureMaliVai Washington Kids Foundation Inc: $30,005 · Recreation & SportsJacksonville University: $11,100 · EducationUNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION: $6,000 · EducationCATHEDRAL ARTS PROJECT INC: $2,000 · EducationPresident and Fellows of Middlebury College: $1,750 · Education+1 more: $500 · EducationE4E RELIEF LLC: $9,750 · Public Safety & DisasterDBWPC INC: $4,000 · Human ServicesTHE LJD JEWISH FAMILY & COMMUNITY SERVICES INC: $2,200 · Human ServicesNATIONAL URBAN LEAGUE INC: $1,000 · Human Services
Philanthropy$267,000Other$53,021Arts & Culture$30,400Recreation & Sports$30,005Education$21,350Public Safety & Disaster$9,750Human Services$7,200

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUNITED WAY OF NORTHEAST FLORIDA INC: $260,000 over 6y, 0.4% of budgetMaliVai Washington Kids Foundation Inc: $30,005 over 6y, 0.3% of budgetMUSEUM OF CONTEMPORARY ART JACKSONVILLE INC: $27,450 over 3y, 0.8% of budgetJacksonville University: $11,100 over 3y, 0.0% of budgetE4E RELIEF LLC: $9,750 over 6y, 0.0% of budgetTHE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA INC: $6,500 over 2y, 0.0% of budgetUNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION: $6,000 over 6y, 0.0% of budgetSHELBURNE FARMS: $5,650 over 5y, 0.0% of budgetDBWPC INC: $4,000 over 5y, 0.1% of budgetTHE LJD JEWISH FAMILY & COMMUNITY SERVICES INC: $2,200 over 1y, 0.0% of budgetCATHEDRAL ARTS PROJECT INC: $2,000 over 3y, 0.0% of budgetPresident and Fellows of Middlebury College: $1,750 over 3y, 0.0% of budgetMUSEUM OF CONTEMPORARY ART INC: $1,700 over 1y, 0.1% of budgetAmerican Heart Association Inc: $1,500 over 2y, 0.0% of budgetNAACP LEGAL DEFENSE & EDUC FUND INC: $1,000 over 1y, 0.0% of budgetEQUAL JUSTICE INITIATIVE: $1,000 over 1y, 0.0% of budgetNATIONAL URBAN LEAGUE INC: $1,000 over 1y, 0.0% of budgetNATIONAL ORGANIZATION FOR RARE DISORDERS INC: $1,000 over 2y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $1,000 over 1y, 0.0% of budgetDEVELOPING ARTISTS FOUNDATION INC: $750 over 1y, 0.2% of budgetSAN MARCO CHAMBER MUSIC SOCIETY: $650 over 1y, 1.0% of budgetAMERICAN UNIVERSITY: $500 over 1y, 0.0% of budgetMILLS FAMILY FOUNDATION: $500 over 1y, 1.9% of budgetNATIONAL MULTIPLE SCLEROSIS SOCIETY: $500 over 1y, 0.0% of budgetPANCREATIC CANCER ACTION NETWORK INC: $500 over 1y, 0.0% of budgetCIVIC ORCHESTRA OF JACKSONVILLE INC: $500 over 1y, 0.7% of budgetPINE CASTLE INC: $500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Community Foundat…Blue Cross Blue Shiel…Dubow Family Foundati…Jacksonville Jaguars …Winston Family Founda…United Way of Northea…The Jim Moran Foundat…Pga Tour IncGasper & Irene Lazzar…VyStar Credit UnionThe Haskell FoundationThe Maryellen S Willi…
The Community Foundation for Northeast Florida IncFL23.6× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation for Northeast Florida Inc · Blue Cross Blue Shield of Florida Foundation · Dubow Family Foundation Inc · Jacksonville Jaguars Foundation Inc · Winston Family Foundation · United Way of Northeast Florida Inc · The Jim Moran Foundation Inc · Pga Tour Inc · Gasper & Irene Lazzara Charitable Foundation · VyStar Credit Union · The Haskell Foundation · The Maryellen S Willis Charitable Trust

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Anne and Charlie Joseph Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Anne and Charlie Joseph Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 2%
  • Dbwpc Inc: 10% of income from government
  • Jacksonville University: 3% of income from government
  • Shelburne Farms: 3% of income from government
  • United Way of Northeast Florida Inc: 2% of income from government
  • Cathedral Arts Project Inc: 1% of income from government
  • President and Fellows of Middlebury College: 1% of income from government
  • Pine Castle Inc: 0% of income from government
no gov moneyreceives it· size = income
4get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Anne and Charlie Joseph Family Foundation?

Find your warmest path to The Anne and Charlie Joseph Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 37 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Anne and Charlie Joseph Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home