Charles S Jones Memorial Trust

DALLAS, TX EIN: 48-6166410

Charles S Jones Memorial Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.3M in total assets. In 2024, it awarded 2 grants totaling $225K. Net investment income was $2.4M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.3M

+49.7% YoY

Annual Giving

$225K

+33.4% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$113K

+33.4% YoY

About Charles S Jones Memorial Trust

Based on IRS filings

Charles S Jones Memorial Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.3M in total assets. In 2024, it awarded 2 grants totaling $225K. Net investment income was $2.4M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

States

Cities

Rocky RiverTampa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$738K$1M$2M$3M20202021202220232024
Metric202420232022
Total Assets$6,297,505$4,207,573$4,291,075
Revenue$2,682,955$152,952$-89,385
Expenses$585,453$234,955$336,478
Qualifying Distributions$305,096$192,248$272,141
Net Investment Income$2,398,100$97,132$63,778
Distributable Amount$405,783$230,652$234,983

Giving Over Time

Total grant dollars and number of grants per year

$0$68K$137K$205K$273K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

SHRINERS HOSPITALS FOR C…$169KWOMEN'S WELSH CLUBS OF A…$56K

Grant Size Distribution

10 grants across all recorded years

1<$50K4$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$199K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$198,622

Related Funders

Similar funders by location and focus area

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

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