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.
Elizabeth Jones Chisholm Charitable Trust at a glance
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.
- Annual giving (2025)
- $38,000
- +46.2% vs 2024
- Grants made (2025)
- 8
- +33.3% vs 2024
- Average grant
- $4,750
- +9.6% vs 2024
- Median grant
- $3,500
- Total assets
- $515,529
- +9.0% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Elizabeth Jones Chisholm Charitable Trust funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $515,529 | $81,658 | $39,168 | $38,000 | 8 | $38,000 | $80,740 | $36,358 |
| 2024 | $473,137 | $28,105 | $39,349 | $26,000 | 6 | $38,317 | $27,073 | $40,098 |
| 2023 | $479,026 | $27,933 | $35,108 | $34,000 | 7 | $34,120 | $17,539 | $31,726 |
| 2022 | $486,643 | $25,706 | $36,924 | $34,000 | 7 | $34,000 | $24,766 | $32,319 |
| 2021 | $497,630 | $80,622 | $43,710 | $35,000 | 7 | $41,375 | $78,701 | $36,982 |
| 2020 | $465,638 | $16,103 | $34,583 | $30,000 | 7 | — | $14,667 | $31,274 |
| 2019 | $483,589 | $24,116 | $34,678 | $28,500 | 7 | — | $22,256 | $31,915 |
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.
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.
Data update history
(8)
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
Live grants for the work Elizabeth Jones Chisholm Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Hancock Whitney Opportunity Grant (Hancock Whitney Community Reinvestment Act Program) Up to US $25,000 · Due October 30, 2026
- Boettcher Foundation Colorado Grantmaking: Rural Catalyst Grants US $1,000 - US $10,000 · Due October 30, 2026
- Boston Foundation: Safety Net Grants US $50,000 · Due October 30, 2026
Explore Open Grants
Browse active grant opportunities in Elizabeth Jones Chisholm Charitable Trust's focus areas in our free grants database
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