E Richard Jones Family Foundation
The E Richard Jones Family Foundation is a private foundation based in Calistoga, California. It makes grants to Bay Area 501(c)(3) organizations that assist individuals in changing their lives and becoming self-sufficient.
E Richard Jones Family Foundation at a glance
In short: E Richard Jones Family Foundation gave $540K across 37 grants in 2024 (avg $15K), mostly in California. 16% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $540,457
- +36.5% vs 2023
- Grants made (2024)
- 37
- +0.0% vs 2023
- Average grant
- $14,607
- +36.5% vs 2023
- Median grant
- $3,000
- Total assets
- $5,577,775
- -0.6% vs 2023
- New grantees (estimate)
- 16% first-time grantees (6 of 37, 2024)
- Primary geography
- California (96% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to E Richard Jones Family Foundation
- How to Apply
-
Contact Stephanie Bailey and submit no more than two pages describing the organization and the program to be supported for initial review. Grants are limited to 501(c)(3) organizations located in the Bay Area that assist individuals in changing their lives and becoming self-sufficient.
- Contact
Application contact: Stephanie Bailey
Mailing address: Po 352, Calistoga, CA 94515
Phone: (707) 942-0467
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who E Richard Jones Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Ole Health ($125K). Together the top 10 received $441K.
Grant Size Distribution
171 grants across all recorded years
The most common grant size was under $50K: 155 grants of 171 (91%).
Geographic Focus
Where this funder awards grants
The foundation’s 2024 filing states that grants are limited to organizations located in the Bay Area. In 2024, 96% of grant dollars went to recipients in California; 1% each went to recipients in Rhode Island, New Jersey, New York, and Georgia.
Grant Distribution by State
Share of 2024 grant dollars across all 37 itemized grants.
States
Cities
Is E Richard Jones Family Foundation open to new grantees?
16%
first-time grantees, 2024
In 2024, 6 of 37 grantees (16%) were first-time recipients. First grants averaged $16K; repeat grants $14K. How we count
Medians: $2K first-time, $5K repeat.
- 70% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+0%). Method
- In 2024 it paid out 204% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $396K (2023) to $540K (2024). In 2024 it made 37 grants totaling $540K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ole Health Napa, CA | Education | $125,000 |
| Notre Dame Belmont, CA | Education | $76,750 |
| Boys and Girls Club of St Helena St Helena, CA | Education | $50,000 |
| Our Town St Helena St Helena, CA | Housing | $50,000 |
| Upvalley Family Center St Helena, CA | Education | $34,000 |
| Napa Communities Firewise Foundation St Helena, CA | Outdoors | $25,000 |
| Napa Farm Workers Foundation Napa, CA | HEALTH | $25,000 |
| St Helena Hospital Foundation St Helena, CA | HEALTH | $25,000 |
| Napa Valley Education Foundation St Helena, CA | Education | $15,000 |
| Vinetrail Napa, CA | Environment | $15,000 |
Ready to take the next step with E Richard Jones Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,577,775 | $578,486 | $600,561 | $540,457 | 37 | $561,591 | $544,517 | $275,199 |
| 2023 | $5,611,540 | $582,110 | $457,615 | $396,000 | 37 | $418,253 | $340,910 | $253,103 |
| 2022 | $5,160,165 | $373,506 | $497,839 | $442,150 | 37 | $462,671 | $138,238 | $268,892 |
| 2021 | $6,233,515 | $278,910 | $607,288 | $539,000 | 32 | $559,472 | $253,349 | $305,116 |
| 2020 | $6,192,355 | $642,273 | $462,459 | $410,500 | 28 | — | $454,393 | $269,013 |
Under IRS private-foundation payout rules, E Richard Jones Family Foundation reported a distributable amount of $275K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated grant restriction is to support Bay Area 501(c)(3) organizations that assist individuals in changing their lives and becoming self-sufficient.
The grantees’ own descriptions illustrate the kinds of work represented in its giving. OLE Health says it provides compassionate care to help people lead healthier lives; Our Town St. Helena says it develops and preserves quality affordable housing; and MENTIS says it provides bilingual professional mental health services across Napa County. Notes for Education describes its work as supporting music and art education and literacy for school-age children.
Grantmaking
In 2024, the foundation made 37 grants totaling $540,457. Awards ranged from $500 to $125,000, with a median of $3,000. Among the largest were $125,000 to OLE Health, $76,750 to Notre Dame, $50,000 each to Boys and Girls Club of St. Helena and Our Town St. Helena, and $34,000 to UpValley Family Center. Other grants included $25,000 each to Napa Communities Firewise Foundation, Napa Farm Workers Foundation, and St. Helena Hospital Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists E Richard Jones as director and Heather Melvin and Stephanie Bailey as vice presidents.
E Richard Jones Family Foundation's 2024 filing lists 3 officers; 1 of 3 officers listed in 2024 is compensated.
Officers on the 2024 filing
E. Richard Jones
Director
On filings since 2020
1 hr/week
No compensation reported
Stephanie Bailey
Vice President
On filings since 2020
20 hrs/week
$25K (2020) → $27K (2024)
Heather Melvin
Vice President
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $27K, to Stephanie Bailey (Vice President).
Frequently asked questions about E Richard Jones Family Foundation
How much does E Richard Jones Family Foundation give each year?
E Richard Jones Family Foundation gave $540K across 37 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $396K across 37 grants.
What is E Richard Jones Family Foundation's typical grant size?
E Richard Jones Family Foundation's median grant in 2024 was $3,000, and its average grant was $14,607, across 37 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from E Richard Jones Family Foundation that year got $16K on average.
Where does E Richard Jones Family Foundation give grants?
E Richard Jones Family Foundation gives mostly in California: 96% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were St Helena, CA (9 grants), Napa, CA (8 grants) and San Francisco, CA (5 grants).
Does E Richard Jones Family Foundation give general operating support?
Not in 2024: none of the 37 grants with a stated purpose on E Richard Jones Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (18 grants), "Health" (6 grants) and "Human Services" (4 grants).
Who are E Richard Jones Family Foundation's largest grantees?
E Richard Jones Family Foundation's largest 2024 grantees include Ole Health ($125,000), Notre Dame ($76,750) and Boys and Girls Club of St Helena ($50,000), according to its 2024 IRS Form 990-PF. Together they received 47% of its itemized 2024 grant dollars.
How large is E Richard Jones Family Foundation?
E Richard Jones Family Foundation reported $5.6M in total assets on its 2024 IRS Form 990-PF. It paid out $562K in qualifying distributions that year, against a required minimum of $275K (roughly 5% of its investment assets).
What does E Richard Jones Family Foundation fund?
The foundation’s stated grant restriction is to support Bay Area 501(c)(3) organizations that assist individuals in changing their lives and becoming self-sufficient. See mission & focus areas ↑
How do I apply for a grant from E Richard Jones Family Foundation?
Contact Stephanie Bailey and submit no more than two pages describing the organization and the program to be supported for initial review. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is E Richard Jones Family Foundation's EIN?
E Richard Jones Family Foundation's EIN (Employer Identification Number) is 94-3288860. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). E Richard Jones Family Foundation funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/e-richard-jones-family-foundation-morg_6ead7cbead67476abe168bc6479528cd
BibTeX
@misc{grantable_943288860_2026,
author = {{Grantable}},
title = {{E Richard Jones Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/e-richard-jones-family-foundation-morg_6ead7cbead67476abe168bc6479528cd},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from E Richard Jones Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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