Elizabeth Jones Chisholm Charitable Trust

Private foundation · Grantmaker Milwaukee, WI EIN: 39-6696729

Elizabeth Jones Chisholm Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $516K in total assets. In 2025, it awarded 8 grants totaling $38K. Net investment income was $81K.

Key facts about Elizabeth Jones Chisholm Charitable Trust

In short: Elizabeth Jones Chisholm Charitable Trust gave $38K across 8 grants in 2025 (avg $5K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
39-6696729
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$38,000
Grants made (2025)
8
Average grant
$4,750
Median grant
$3,500
Total assets
$515,529
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$516K

+9.0% YoY

Annual Giving

$38K

+46.2% YoY

Grant Count

8

+33.3% YoY

Avg Grant Size

$5K

+9.6% YoY

Under IRS private-foundation payout rules, Elizabeth Jones Chisholm Charitable Trust reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.

How Elizabeth Jones Chisholm Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (+12%). Method
  • In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

Fort AtkinsonJeffersonDuluthWhitewater

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K7 grants2019 7 grants2020 7 grants2021 7 grants2022 7 grants2023 6 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $26K (2024) to $38K (2025). In 2025 it made 8 grants totaling $38K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Rock River Heritage Inc: $11KRock River Heritage Inc$11KFort Atkinson Community Foundation: $8KFort Atkinson CommunityFoundation$8KSt Peter's Episcopal Chruch: $6KSt Peter's Episcopal Chruch$6KFort Atkinson Historical Society: $5KFort Atkinson HistoricalSociety$5KFort Atkinson Food Pantry: $3KFort Atkinson Food Pantry$3KRock River Community Clinic Inc: $3KRock River Community ClinicInc$3KJefferson County Literacy Council Inc: $2KJefferson County LiteracyCouncil Inc$2KDwight Foster Public Library: $2KDwight Foster Public Library$2K

The largest 2025 recipient was Rock River Heritage Inc ($11K). Together the top 8 received $38K.

Grant Size Distribution

35 grants across all recorded years

35<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 35 grants of 35 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Rock River Heritage Inc Fort Atkinson, WIGeneral$10,500
Fort Atkinson Community Foundation Fort Atkinson, WIElizabeth Jones Chisholm Donor-Advised Fund$8,000
St Peter's Episcopal Chruch Fort Atkinson, WIGeneral$6,000
Fort Atkinson Historical Society Fort Atkinson, WIUnrestricted and Special Programing$4,500
Fort Atkinson Food Pantry Fort Atkinson, WIGeneral$2,500
Rock River Community Clinic Inc Whitewater, WIGeneral Operations at Clinic in Fort Atkinson WI$2,500
Jefferson County Literacy Council Inc Jefferson, WIGeneral$2,000
Dwight Foster Public Library Fort Atkinson, WIGeneral Operations$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$515,529$473,137$479,026
Revenue$81,658$28,105$27,933
Expenses$39,168$39,349$35,108
Qualifying Distributions$38,000$38,317$34,120
Net Investment Income$80,740$27,073$17,539
Distributable Amount$36,358$40,098$31,726

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 1, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Elizabeth Jones Chisholm Charitable Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Milo C. Jones

    Trustee

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Philip H. Jones

    Trustee

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • William R. Hughes

    Trustee

    On filings since 2024

    0.5 hrs/week

    No compensation reported

  • Mary C. Jones

    Trustee

    New on the 2025 filing

    0.5 hrs/week

    No compensation reported

Former officers (3)
  • Former: George A. Dionisopoulos (2019–2023) — Trustee
  • Former: Richard S. Gallagher (2019–2022) — Trustee
  • Former: Edward C. Jones (2019–2021) — 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.

Frequently asked questions about Elizabeth Jones Chisholm Charitable Trust

How much does Elizabeth Jones Chisholm Charitable Trust give each year?

Elizabeth Jones Chisholm Charitable Trust gave $38K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 6 grants.

What is Elizabeth Jones Chisholm Charitable Trust's typical grant size?

Elizabeth Jones Chisholm Charitable Trust's median grant in 2025 was $3,500, and its average grant was $4,750, across 8 grants on its 2025 IRS Form 990-PF.

Where does Elizabeth Jones Chisholm Charitable Trust give grants?

Elizabeth Jones Chisholm Charitable Trust gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fort Atkinson, WI (6 grants).

Does Elizabeth Jones Chisholm Charitable Trust give general operating support?

Yes: 88% of Elizabeth Jones Chisholm Charitable Trust's 2025 grants with a stated purpose (7 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Elizabeth Jones Chisholm Charitable Trust's largest grantees?

Elizabeth Jones Chisholm Charitable Trust's largest 2025 grantees include Rock River Heritage Inc ($10,500), Fort Atkinson Community Foundation ($8,000) and St Peter's Episcopal Chruch ($6,000), according to its 2025 IRS Form 990-PF. Together they received 64% of its itemized 2025 grant dollars.

How large is Elizabeth Jones Chisholm Charitable Trust?

Elizabeth Jones Chisholm Charitable Trust reported $516K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).

What is Elizabeth Jones Chisholm Charitable Trust's EIN?

Elizabeth Jones Chisholm Charitable Trust's EIN (Employer Identification Number) is 39-6696729. 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.

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Elizabeth Jones Chisholm Charitable Trust'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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