Bertha M Jones Charitable Trust

Foundation · Grantmaker Milwaukee, WI EIN: 39-6131048

Bertha M Jones Charitable Trust is a nonprofit organization, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. In 2025, it awarded 1 grant totaling $16K.

Key facts about Bertha M Jones Charitable Trust

In short: Bertha M Jones Charitable Trust gave $16K across 1 grant in 2025 (avg $16K), mostly in Wisconsin. Source: 2025 IRS Form 990 filing.

EIN
39-6131048
Latest 990 filing
Form 990 filing, 2025
Annual giving (2025)
$16,468
Grants made (2025)
1
Average grant
$16,468
Median grant
$16,468
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990 filing, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 filing · View filing

Total Assets

—

Annual Giving

$16K

+5.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$16K

+5.7% YoY

How Bertha M Jones Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−3%). Method

From the foundation's IRS Form 990 filings. Methodology.

Your AI grants department

Ready to take the next step with Bertha M Jones Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Oshkosh

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Oshkosh Area Community Fdn: $16KOshkosh Area Community Fdn$16K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
OSHKOSH AREA COMMUNITY FDN Oshkosh, WIGENERAL OPERATING$16,468

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.5$1$1.520212022202320242025
Metric202520242023
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Bertha M Jones Charitable Trust's only listed officer is US Bank N A, Trustee on every filing since 2024 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2024

    1 hr/week

    $6K (2024) → $6K (2025)

Former officers (1)
  • Former: US Bank NA (2021–2023) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

US Bank N a — Trustee: $6KUS Bank N aTrustee$6K

Frequently asked questions about Bertha M Jones Charitable Trust

How much does Bertha M Jones Charitable Trust give each year?

Bertha M Jones Charitable Trust gave $16K across 1 grant in 2025, according to its 2025 IRS Form 990 filing. In 2024 it gave $16K across 1 grant.

Where does Bertha M Jones Charitable Trust operate?

Bertha M Jones Charitable Trust has awarded grants in Wisconsin.

What is Bertha M Jones Charitable Trust's EIN?

Bertha M Jones Charitable Trust's EIN (Employer Identification Number) is 39-6131048. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Your AI grants department

Here's the math on researching Bertha M Jones Charitable Trust by hand.

Explore Open Grants

Browse active grant opportunities in Bertha M Jones Charitable Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Bay Care Clinic Foundation Ltd

Green Bay, WI

Bay Care Clinic Foundation funds community health, wellness, and mental health projects, as well as healthcare scholarships and global health education for medical students. Its 2024 grants ranged from $100 to $37,988, with a median of $1,000; it primarily serves northeastern Wisconsin, and eligible organizations must operate in counties served by BayCare Clinic. It accepts unsolicited applications year-round and reviews them quarterly.

Education

Assets

—

Grants

77

Total Given

$207K

Rotary International Oshkosh

Oshkosh, WI

Community service with the goal of improving quality of life

Assets

$91K

Grants

1

Total Given

$5K

The Grammie Jean Foundation Inc

Oshkosh, WI

Assets

$1.4M

Grants

14

Total Given

$140K

The Grand Oshkosh Inc

Oshkosh, WI

The grand oshkosh promotes, enhances, and fosters appreciation for the performing arts by entertaining and educating audiences in the fox valley region and by preserving its historic, jewel box threatre in downtown oshkosh.

Assets

$1.9M

Grants

1

Total Given

$19K

Oshkosh Mid Morning Kiwanis Foundation Inc

Oshkosh, WI

We are dedicated to serving the children and young people of oshkosh, as well as our interest in supporting initiatives by kiwanis international that help children throughout the nation and the world by providing grants and services.

Assets

$102K

Grants

4

Total Given

$63K

West Bend Community Foundation Inc

Milwaukee, WI

The West Bend Community Foundation funds operating, special-project, and capital grants in areas including arts and culture, scholarship organizations, the environment, family and youth services, health, and community development. Its 2024 median grant was $22,000, with awards generally focused on improving lives in the greater West Bend, Wisconsin area; the profile does not state whether it accepts unsolicited requests.

Assets

$83.4M

Grants

99

Total Given

$4.5M

LPL Financial Foundation Inc

Boston, MA

The LPL Financial Foundation supports charitable organizations working in areas including education, health, children and families, and volunteerism, with 2024 grants concentrated in Delaware and Virginia. Its 55 grants totaled about $2.33 million, but the median grant was $515, reflecting a wide range from $103 to nearly $1.95 million. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$7.8M

Grants

55

Total Given

$2.3M

Alexandra Charitable Trust

Oakland, CA

Assets

—

Grants

4

Total Given

$393K

Steve & Delores Sarovich Foundation

Lisle, IL

The foundation supports scholarships and education, charitable works, environmental preservation, community service, and the arts, with most 2025 grant dollars going to Illinois organizations and some to Florida, Wisconsin, Indiana, and Pennsylvania. Its 46 grants ranged from $4 to $25,000, with a median of $500. Written requests describing the organization and its charitable purpose are requested before August 31; whether unsolicited requests are accepted is not stated.

Assets

—

Grants

46

Total Given

$114K

United Way of Greater Milwaukee &

Milwaukee, WI

United Way of Greater Milwaukee & Waukesha County funds local human services and community programs focused on housing stability, digital access, employment, teen mental wellness, and community resilience. Its 2025 grants ranged from $5,000 to about $2 million, with a median of about $34,000, and most funding went to Wisconsin, especially its four-county region. It requires a Letter of Intent before a full application; the listed 2026–27 Letter of Intent deadline has passed.

Philanthropy, Voluntarism & Grantmaking

Assets

$50.8M

Grants

639

Total Given

$42.7M

Community Foundation for the Fox Valley

Appleton, WI

The Community Foundation for the Fox Valley Region funds public charities and public entities across areas including arts and culture, education, health, human services, community improvement, and the environment, with many grants focused on the Fox Valley. Its 2024 grants ranged from $5,073 to $5,841,877, with a median of $24,900; some funds accept applications through the grant portal, while others are donor-directed or invitation-only.

Assets

$536.6M

Grants

448

Total Given

$32.4M

Gannett Foundation Inc

New York, NY

Gannett Foundation supported organizations working in areas such as education, youth and community services, children’s relief, environmental conservation, and disability services, with recipients across several states and Washington, DC; no geographic focus or typical grant size is stated. It reported 32 grants totaling $65,000 in 2025, but its final filing says it had terminated operations and would have no further activity, with no grants reported in 2026. The profile does not state whether it accepts unsolicited requests.

Assets

—

Grants

32

Total Given

$65K

More Funders in Wisconsin

Bertha M Jones Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?