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 grants totaling $16K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$16K
+5.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$16K
+5.7% YoY
About Bertha M Jones Charitable Trust
Based on IRS filings
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 grants totaling $16K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $6,491 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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