Brereton & Elizabeth Jones

MIDWAY, KY EIN: 61-1358458

Brereton & Elizabeth Jones is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIDWAY, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $126K in total assets. In 2024, it awarded 13 grants totaling $128K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$126K

-41.9% YoY

Annual Giving

$128K

-2.8% YoY

Grant Count

13

+0.0% YoY

Avg Grant Size

$10K

-2.8% YoY

Under IRS private-foundation payout rules, Brereton & Elizabeth Jones reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Brereton & Elizabeth Jones

Based on IRS filings

Brereton & Elizabeth Jones is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIDWAY, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $126K in total assets. In 2024, it awarded 13 grants totaling $128K. Net investment income was $8K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

DallasFrankfortGeorgetownHazardLexingtonLouisvilleMidwaySaratoga SpringsSimpsonvilleSt BernardVersaillesWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$36K$72K$108K$144K20202021202220232024
Metric202420232022
Total Assets$126,016$216,749$297,376
Revenue$38,497$50,707$8,487
Expenses$129,230$131,334$123,737
Qualifying Distributions$127,500$131,200$123,000
Net Investment Income$8,497$707$7,812
Distributable Amount$8,323$12,650$17,375

Giving Over Time

Total grant dollars and number of grants per year

$0$33K$66K$98K$131K16 grants202012 grants202110 grants202213 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BLUEGRASS CONSERVANCY$20KMARKEY CANCER FOUNDATION$15KMIDWAY UNIVERSITY$13KLEXINGTON PUBLIC LIBRARY…$10KLACEY'S LEGACY WESTERN R…$10KAMERICAN FARMLAND TRUST$10KGRAYSON JOCKEY CLUB RESE…$10KKENTUCKY HISTORICAL FOUN…$10KPISGAH PRESBYTERIAN CHURCH$10KMIDDLE GROUND CAPITAL CH…$5K

Grant Size Distribution

64 grants across all recorded years

64<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bluegrass Conservancy ($20,000), Markey Cancer Foundation ($15,000), Midway University ($12,500).

RecipientPurposeAmount
LEXINGTON PUBLIC LIBRARY FUND LEXINGTON, KYSUPPORT THE MISSION OF THE ORGANIZATION$10,000
MIDDLE GROUND CAPITAL CHARITIBLE FOUNDATION LEXINGTON, KYSUPPORT THE MISSION OF THE ORGANIZATION$5,000
LACEY'S LEGACY WESTERN RIDING ST BERNARD, LASUPPORT THE MISSION OF THE ORGANIZATION$10,000
AMERICAN FARMLAND TRUST WASHINGTON, DCSUPPORT THE MISSION OF THE ORGANIZATION$10,000
BLUEGRASS CONSERVANCY LEXINGTON, KYSUPPORT THE MISSION OF THE ORGANIZATION$20,000
SPARK COMMUNITY CAFE VERSAILLES, KYSUPPORT THE MISSION OF THE ORGANIZATION$5,000
GRAYSON JOCKEY CLUB RESEARCH FOUNDATION LEXINGTON, KYSUPPORT THE MISSION OF THE ORGANIZATION$10,000
KENTUCKY HISTORICAL FOUNDATION FRANKFORT, KYSUPPORT THE MISSION OF THE ORGANIZATION$10,000
KENTUCKY RACE TRACK CHAPLAINCY SIMPSONVILLE, KYSUPPORT THE MISSION OF THE ORGANIZATION$5,000
MARKEY CANCER FOUNDATION LEXINGTON, KYSUPPORT THE MISSION OF THE ORGANIZATION$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ELIZABETH LLOYD JONESTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Brereton & Elizabeth Jones?

Brereton & Elizabeth Jones is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIDWAY, KY. It holds $126K in total assets as of 2024.

How large is Brereton & Elizabeth Jones?

As of 2024, Brereton & Elizabeth Jones holds $126K in total assets with $38K in annual revenue. It awarded 13 grants totaling $128K in 2024.

Where does Brereton & Elizabeth Jones operate?

Brereton & Elizabeth Jones has awarded grants in District of Columbia, Kentucky, Louisiana, New York, Texas.

What size grants does Brereton & Elizabeth Jones award?

In 2024, Brereton & Elizabeth Jones awarded 13 grants totaling $128K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Brereton & Elizabeth Jones required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Brereton & Elizabeth Jones reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Brereton & Elizabeth Jones's EIN?

Brereton & Elizabeth Jones's EIN (Employer Identification Number) is 61-1358458. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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