Bertha M Jones Charitable Trust
Bertha M Jones Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $329K in total assets. In 2025, it awarded 1 grant totaling $16K. Net investment income was $34K.
Bertha M Jones Charitable Trust at a glance
In short: Bertha M Jones Charitable Trust gave $16K across 1 grant in 2025 (avg $16K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,468
- +5.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $16,468
- +5.7% vs 2024
- Median grant
- $16,468
- Total assets
- $329,198
- +5.0% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Bertha M Jones Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Oshkosh Area Community Fdn ($16K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Bertha M Jones Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $11K (2021) to $19K (2023). In 2025 it made 1 grant totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oshkosh Area Community Fdn Oshkosh, WI | General Operating | $16,468 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $329,198 | $40,376 | $24,795 | $16,468 | 1 | $18,617 | $34,316 | $19,744 |
| 2024 | $313,619 | $12,140 | $23,352 | $15,585 | 1 | $17,682 | $6,340 | $18,565 |
| 2023 | $324,836 | $6,854 | $26,034 | $18,659 | 1 | $20,729 | $3,703 | $17,655 |
| 2022 | $344,020 | $20,387 | $27,253 | $17,038 | 1 | $19,226 | $14,064 | $20,847 |
| 2021 | $350,886 | $70,623 | $18,075 | $11,055 | 1 | — | $64,253 | $18,400 |
Under IRS private-foundation payout rules, Bertha M Jones Charitable Trust reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
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
The highest reported compensation on the 2025 filing was $6K, to US Bank N a (Trustee).
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-PF. In 2024 it gave $16K across 1 grant.
How large is Bertha M Jones Charitable Trust?
Bertha M Jones Charitable Trust reported $329K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 7, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 13, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 11, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 10, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 9, 2025)
- IRS filings on file for fiscal years 2021–2025
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