Elizabeth Jones Chisholm Charitable Trust
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.
Ready to take the next step with Elizabeth Jones Chisholm Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 35 grants of 35 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rock River Heritage Inc Fort Atkinson, WI | General | $10,500 |
| Fort Atkinson Community Foundation Fort Atkinson, WI | Elizabeth Jones Chisholm Donor-Advised Fund | $8,000 |
| St Peter's Episcopal Chruch Fort Atkinson, WI | General | $6,000 |
| Fort Atkinson Historical Society Fort Atkinson, WI | Unrestricted and Special Programing | $4,500 |
| Fort Atkinson Food Pantry Fort Atkinson, WI | General | $2,500 |
| Rock River Community Clinic Inc Whitewater, WI | General Operations at Clinic in Fort Atkinson WI | $2,500 |
| Jefferson County Literacy Council Inc Jefferson, WI | General | $2,000 |
| Dwight Foster Public Library Fort Atkinson, WI | General Operations | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 1, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- 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.
Here's the math on researching Elizabeth Jones Chisholm Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in Elizabeth Jones Chisholm Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Wisconsin
Theodore W Batterman Family Foundation Inc
Milwaukee, WI
The foundation funds education and school campaigns, youth programs, scholarships, music, religious organizations, and other charitable causes, with most grant dollars going to Wisconsin. Its 2024 grants ranged from $500 to $1,002,500, with a median of $15,000. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$57.2M
Grants
99
Total Given
$4.9M
Fort Atkinson Community Foundation
Fort Atkinson, WI
The Fort Atkinson Community Foundation supports educational, cultural, charitable, and community-improvement projects, with grants primarily for capital improvements and equipment rather than ongoing operating costs. It serves the Fort Atkinson, Wisconsin, area; 2025 grants ranged from $6,540 to $2,333,200, with a median of $54,055. It accepts community grant applications from eligible nonprofits, with quarterly deadlines.
Assets
$41.9M
Grants
10
Total Given
$2.8M
Minnesota Humanities Center
St. Paul, MN
The Minnesota Humanities Center funds Minnesota-based humanities, cultural heritage, education, and public programming, including projects that preserve and teach the cultures and histories of diverse communities. Its 2025 grants ranged from $5,885 to $563,780, with a median of $43,700. It accepts applications through public grant opportunities and RFPs; the “Why Treaties Matter” host opportunity accepts applications continuously.
Assets
$44.0M
Grants
115
Total Given
$8.0M
Members Cooperative Credit Union
Duluth, MN
To make our communities stronger, our employees happier, and our world better.
Assets
$1.2B
Grants
4
Total Given
$88K
McGlynn Family Foundation Inc
Fort Atkinson, WI
Assets
$305K
Grants
1
Total Given
$5K
Nicholson Family Foundation
St. Paul, MN
The Nicholson Family Foundation supports charitable organizations, with 2024 grants spanning arts and culture, history, affordable housing, health care, education, parks, and community services. Grants ranged from $100 to $61,687, with a median of $2,500; 91% of 2024 grant dollars went to Minnesota organizations. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$15.4M
Grants
156
Total Given
$902K
Lloyd K Johnson Foundation
Duluth, MN
The Lloyd K. Johnson Foundation funds social welfare, arts and culture, education, community and economic development, and environmental work in Lake, Cook, and southern St. Louis counties in Minnesota. Its 2025 grants ranged from $500 to $1,265,000, with a median of $15,000. It accepts small grant proposals of $3,500 or less year-round; larger requests require an inquiry and invitation to apply.
Assets
$31.3M
Grants
72
Total Given
$2.7M
Communitygiving
St Cloud, MN
COMMUNITYGIVING supports nonprofits, scholarships, and community initiatives through donor-established funds and some competitive grants, serving communities in Minnesota and Derby, Kansas. In 2025, its grants ranged from $5,100 to $680,477, with a median of $15,528; listed competitive opportunities generally offer $5,000–$30,000. It accepts applications for competitive opportunities through its online grant system; availability and eligibility depend on each opportunity.
Assets
$282.6M
Grants
426
Total Given
$16.7M
Minnesota Power Foundation
Duluth, MN
The Minnesota Power Foundation funds education, environmental, community service, youth, arts and culture, and health and human services projects that improve quality of life, prioritizing nonprofits and accredited schools in its Minnesota Power service area, mainly in Minnesota and also Wisconsin. Its 2025 grants ranged from $200 to $99,500, with a median of $1,000; it accepts applications year-round, so unsolicited requests are accepted.
Assets
$961K
Grants
143
Total Given
$655K
St Croix Valley Foundation
Hudson, WI
The St. Croix Valley Foundation supports nonprofits and community programs in early childhood development, mental health, arts and music education, the environment, and other local needs across six Minnesota and Wisconsin counties bordering the St. Croix River. Its regional grants are typically $500–$5,000 for music education and $1,000–$5,000 for arts; broader grant amounts vary, with a 2025 median of $10,000. It accepts applications through its online grants portal for currently open programs; the profile does not say whether it accepts unsolicited requests outside those opportunities.
Assets
$125.0M
Grants
106
Total Given
$36.9M
Thrivent Charitable Impact & Investing
Appleton, WI
Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.
Assets
$939.7M
Grants
2,565
Total Given
$84.6M
Alliant Energy Foundation Inc
Madison, WI
Assets
$28.5M
Grants
929
Total Given
$2.4M
More Funders in Wisconsin
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.
Elizabeth Jones Chisholm Charitable Trust down — hundreds of funders to go?