Charles S Jones Memorial Trust
Charles S Jones Memorial Trust is a private foundation focused on Health, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.5M in total assets. In 2025, it awarded 2 grants totaling $572K. Net investment income was $866K.
Charles S Jones Memorial Trust at a glance
In short: Charles S Jones Memorial Trust gave $572K across 2 grants in 2025 (avg $286K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $572,286
- +154.2% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $286,143
- +154.2% vs 2024
- Median grant
- $286,143
- Total assets
- $6,510,445
- +3.4% vs 2024
- Primary geography
- Florida (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charles S Jones Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Shriners Hospitals for Children ($429K). Together the top 2 received $572K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 10 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Charles S Jones Memorial Trust gives
- Giving grew 130% from 2022 to 2025. Method
- In 2025 it paid out 129% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $143K (2019) to $572K (2025). In 2025 it made 2 grants totaling $572K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospitals for Children Tampa, FL | Medical Costs - Kansas | $429,211 |
| Women's Welsh Clubs of America Rocky River, OH | For Retirement Homes | $143,075 |
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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 | $6,510,445 | $951,217 | $740,035 | $572,286 | 2 | $616,051 | $866,315 | $475,842 |
| 2024 | $6,297,505 | $2,682,955 | $585,453 | $225,127 | 2 | $305,096 | $2,398,100 | $405,783 |
| 2023 | $4,207,573 | $152,952 | $234,955 | $168,791 | 2 | $192,248 | $97,132 | $230,652 |
| 2022 | $4,291,075 | $-89,385 | $336,478 | $248,312 | 2 | $272,141 | $63,778 | $234,983 |
| 2021 | $4,716,594 | $997,055 | $349,442 | $273,034 | 2 | $298,714 | $946,606 | $261,178 |
| 2020 | $4,064,054 | $374,410 | $312,177 | $248,066 | 2 | — | $334,787 | $227,084 |
| 2019 | $4,001,639 | $254,156 | $207,663 | $142,627 | 2 | — | $227,587 | $219,390 |
Under IRS private-foundation payout rules, Charles S Jones Memorial Trust reported a distributable amount of $476K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles S Jones Memorial Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$63K (2021) → $108K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $108K, to Bank of America (Trustee).
Frequently asked questions about Charles S Jones Memorial Trust
How much does Charles S Jones Memorial Trust give each year?
Charles S Jones Memorial Trust gave $572K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $225K across 2 grants.
How large is Charles S Jones Memorial Trust?
Charles S Jones Memorial Trust reported $6.5M in total assets on its 2025 IRS Form 990-PF. It paid out $616K in qualifying distributions that year, against a required minimum of $476K (roughly 5% of its investment assets).
What is Charles S Jones Memorial Trust?
Charles S Jones Memorial Trust is a private foundation focused on Health, based in Dallas, TX. It holds $6.5M in total assets as of 2025.
Where does Charles S Jones Memorial Trust operate?
Charles S Jones Memorial Trust has awarded grants in Florida, Ohio.
What is Charles S Jones Memorial Trust's EIN?
Charles S Jones Memorial Trust's EIN (Employer Identification Number) is 48-6166410. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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