Bertha M Jones Charitable Trust
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| OSHKOSH AREA COMMUNITY FDN Oshkosh, WI | GENERAL OPERATING | $16,468 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- 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
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.
Here's the math on researching Bertha M Jones Charitable Trust by hand.
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