Civic Intelligence

The Donna Joseph Charitable Trust

EIN 83-6149115 • Tampa, FL

Pub. 78 Eligible
403 East Madison Street 3Tampa, FL 33602
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

9th percentile

-55%

Higher net margin than 9% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$20,000

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

25th percentile

-5.2%

Faster asset growth than 25% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-7.9%

Faster revenue growth than 27% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$807,073

Down $44,518 (-5.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$807,073

Down $44,518 (-5.2%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin9th percentile

Revenue

Down

$80,504

Down $6,860 (-7.9%) from 2023

Expenses

Up

$125,022

Up $16,681 (+15%) from 2023

Net Income

Down

-$44,518

Down $23,541 (-112%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2018: $1,035,357Liabilities 2018: $0Net Assets 2018: $1,035,3572018Assets 2019: $986,613Liabilities 2019: $0Net Assets 2019: $986,6132019Assets 2020: $936,533Liabilities 2020: $0Net Assets 2020: $936,5332020Assets 2021: $880,293Liabilities 2021: $0Net Assets 2021: $880,2932021Assets 2022: $872,568Liabilities 2022: $0Net Assets 2022: $872,5682022Assets 2023: $851,591Liabilities 2023: $0Net Assets 2023: $851,5912023Assets 2024: $807,073Liabilities 2024: $0Net Assets 2024: $807,0732024

Highlighted filing

2024

Assets$807,073
Liabilities$0
Net Assets$807,073
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2018: $54,426Expenses 2018: $43,215Net Income 2018: $11,2112018Revenue 2019: $147,452Expenses 2019: $134,792Net Income 2019: $12,6602019Revenue 2020: $70,827Expenses 2020: $120,907Net Income 2020: -$50,0802020Revenue 2021: $120,891Expenses 2021: $177,131Net Income 2021: -$56,2402021Revenue 2022: $79,362Expenses 2022: $87,087Net Income 2022: -$7,7252022Revenue 2023: $87,364Expenses 2023: $108,341Net Income 2023: -$20,9772023Revenue 2024: $80,504Expenses 2024: $125,022Net Income 2024: -$44,5182024

Highlighted filing

2024

Revenue$80,504
Expenses$125,022
Net Income-$44,518
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$807,073
Liabilities
$0
Net assets
$807,073
Revenue
$80,504
Expenses
$125,022
Net income
-$44,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.08$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.12$0.18$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.07$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.15$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.04$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY SCHONBRUNTrusteePT$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
The Donna Joseph Charitable Trust
EIN
83-6149115
Phone
8132290664
Address
403 EAST MADISON STREET 3, TAMPA, FL 33602

Signing Officer

Name
Harvey Schonbrun
Title
Trustee
Phone
8132290664
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Ladd CPA
Address
7050 SUNSET DRIVE S UNIT 201, SOUTH PASADENA, FL 33707-8817
Preparer
Thomas L Ladd CPA
Phone
7273459273
Raw XML Appendix277 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100207
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039181
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0104948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt054658
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0285149
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt061026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045509
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019008
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0104948
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt054658
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100207
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt061026
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0285149
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0224123
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COSTS & BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02060
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt075681
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORTGAGE INTEREST RECEIVED
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt075681
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt075681
TaxesSchedule/TaxesDetail/Amt01100
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY SCHONBRUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08132290664
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DONNA JOSEPH CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HARVEY SCHONBRUN
ReturnHeader/Filer/BusinessNameControlTxt0DONN
ReturnHeader/Filer/EIN0836149115
ReturnHeader/Filer/PhoneNum08132290664
ReturnHeader/Filer/USAddress/AddressLine1Txt0403 EAST MADISON STREET 3
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS LADD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07050 SUNSET DRIVE S UNIT 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337078817
ReturnHeader/PreparerPersonGrp/PhoneNum07273459273
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS L LADD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T08:55:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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