Claude Jones Trust XXXXX3004
Claude Jones Trust XXXXX3004 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 3 grants totaling $87K. Net investment income was $128K.
Key facts about Claude Jones Trust XXXXX3004
In short: Claude Jones Trust XXXXX3004 gave $87K across 3 grants in 2025 (avg $29K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 75-6183964
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $87,183
- Grants made (2025)
- 3
- Average grant
- $29,061
- Median grant
- $29,061
- Total assets
- $1,366,869
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
+2.1% YoY
Annual Giving
$87K
+13.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$29K
+13.0% YoY
Under IRS private-foundation payout rules, Claude Jones Trust XXXXX3004 reported a distributable amount of $105K for 2025 — the minimum it must pay out in qualifying distributions.
How Claude Jones Trust XXXXX3004 gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Claude Jones Trust XXXXX3004?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $72K (2020) to $87K (2025). In 2025 it made 3 grants totaling $87K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was First Baptist Church of Gainesville ($29K). Together the top 3 received $87K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Baptist Church of Gainesville Gainesville, TX | General | $29,061 |
| C Jones Memorial Day School Gainesville, TX | General | $29,061 |
| Anchor Club of Gainesville Gainesville, TX | General | $29,061 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,366,869 | $1,338,987 | $1,330,629 |
| Revenue | $147,888 | $118,671 | $80,878 |
| Expenses | $120,180 | $108,249 | $108,253 |
| Qualifying Distributions | $98,711 | $87,905 | $89,098 |
| Net Investment Income | $128,363 | $99,561 | $58,819 |
| Distributable Amount | $104,797 | $97,905 | $86,700 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Leadership & Key People
Officers and directors from IRS filings
Claude Jones Trust XXXXX3004's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$24K (2020) → $27K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $27K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Claude Jones Trust XXXXX3004
How much does Claude Jones Trust XXXXX3004 give each year?
Claude Jones Trust XXXXX3004 gave $87K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $77K across 3 grants.
What is Claude Jones Trust XXXXX3004's typical grant size?
Claude Jones Trust XXXXX3004's median grant in 2025 was $29,061, and its average grant was $29,061, across 3 grants on its 2025 IRS Form 990-PF.
Where does Claude Jones Trust XXXXX3004 give grants?
Claude Jones Trust XXXXX3004 gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Gainesville, TX (3 grants).
Does Claude Jones Trust XXXXX3004 give general operating support?
Yes: 100% of Claude Jones Trust XXXXX3004's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Claude Jones Trust XXXXX3004?
Claude Jones Trust XXXXX3004 reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $99K in qualifying distributions that year, against a required minimum of $105K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Claude Jones Trust XXXXX3004's EIN?
Claude Jones Trust XXXXX3004's EIN (Employer Identification Number) is 75-6183964. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Claude Jones Trust XXXXX3004 by hand.
Explore Open Grants
Browse active grant opportunities in Claude Jones Trust XXXXX3004's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Robert Duvall Institute Inc
Los Angeles, CA
Assets
$122K
Grants
1
Total Given
$5K
Maud Nuttall Memorial Green Lake
Terre Haute, IN
Assets
$67K
Grants
1
Total Given
$4K
James Black Memorial Trust
Hamilton, OH
Assets
$353K
Grants
1
Total Given
$25K
J T Landers & Mildred L Landers
Texarkana, TX
Assets
$1.2M
Grants
3
Total Given
$64K
RT Jones Memorial Community
Atlanta, GA
Assets
$257K
Grants
3
Total Given
$9K
Hammond Charitable Trust
Birmingham, AL
Assets
$265K
Grants
3
Total Given
$15K
Ulay & Edith Wise Charitable Foundation
New Orleans, LA
Assets
$1.0M
Grants
3
Total Given
$36K
Hoy W Hamilton and Clara M Hamilton
Birmingham, AL
Assets
$1.0M
Grants
4
Total Given
$50K
The Al Clark Family Foundation
Colorado Springs, CO
Assets
$271K
Grants
4
Total Given
$131K
Neary Ida M Tr Uwill
Pittsburgh, PA
Assets
$170K
Grants
5
Total Given
$400
Weir Family Foundation
Houston, TX
Assets
$11K
Grants
5
Total Given
$27K
The HAR-Pearl Spruill Foundation Inc
Annapolis, MD
Assets
$1.6M
Grants
6
Total Given
$105K
More Funders in Illinois
Claude Jones Trust XXXXX3004 down — hundreds of funders to go?