Charles S Jones Memorial Trust

DALLAS, TX EIN: 48-6166410

Health In-patient medical care Hospital care Specialty hospital care Human services

Charles S Jones Memorial Trust is a private foundation focused on Health, 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

+0.0% YoY

Avg Grant Size

$113K

+33.4% YoY

Under IRS private-foundation payout rules, Charles S Jones Memorial Trust reported a distributable amount of $406K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles S Jones Memorial Trust

Based on IRS filings

Focus Areas

Health In-patient medical care Hospital care Specialty hospital care Human services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $872K (75%)

Ohio $291K (25%)

States

Florida Ohio

Cities

Rocky RiverTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shriners Hospitals for Children ($168,844), Women's Welsh Clubs of America ($56,283).

Recipient	Purpose	Amount
WOMEN'S WELSH CLUBS OF AMERICA ROCKY RIVER, OH	FOR RETIREMENT HOMES	$56,283
SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL	MEDICAL COSTS - KANSAS	$168,844

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$198,622

Subject Areas

Focus areas based on grantmaking activity

Health In-patient medical care Hospital care Specialty hospital care Human services

Frequently Asked Questions

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 $6.3M in total assets as of 2024.

How large is Charles S Jones Memorial Trust?

As of 2024, Charles S Jones Memorial Trust holds $6.3M in total assets with $2.7M in annual revenue. It awarded 2 grants totaling $225K in 2024.

Where does Charles S Jones Memorial Trust operate?

Charles S Jones Memorial Trust has awarded grants in Florida, Ohio.

What size grants does Charles S Jones Memorial Trust award?

In 2024, Charles S Jones Memorial Trust awarded 2 grants totaling $225K — an average of about $113K per grant, based on its IRS Form 990 filings.

How much is Charles S Jones Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles S Jones Memorial Trust reported a distributable amount of $406K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.