Emmett & Beulah Jones Educational FD
Emmett & Beulah Jones Educational FD is a private foundation focused on Education, based in Milwaukee, WI. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $543K in total assets. In 2026, it awarded 2 grants totaling $27K. Net investment income was $62K.
Key facts about Emmett & Beulah Jones Educational FD
In short: Emmett & Beulah Jones Educational FD gave $27K across 2 grants in 2026 (avg $13K), mostly in Missouri. Source: 2026 IRS Form 990-PF.
- EIN
- 43-6765443
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $26,783
- Grants made (2026)
- 2
- Average grant
- $13,392
- Median grant
- $13,392
- Total assets
- $542,663
- Primary geography
- Missouri (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated October 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$543K
+6.4% YoY
Annual Giving
$27K
+11.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$13K
+11.0% YoY
Under IRS private-foundation payout rules, Emmett & Beulah Jones Educational FD reported a distributable amount of $29K for 2026 — the minimum it must pay out in qualifying distributions.
How Emmett & Beulah Jones Educational FD gives
- Giving held roughly steady from 2023 to 2026 (−5%). Method
- In 2026 it paid out 98% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $24K (2024) to $28K (2023). In 2026 it made 2 grants totaling $27K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was William Jewell College ($13K). Together the top 2 received $27K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| William Jewell College Liberty, MO | Scholarship | $13,392 |
| College of the Ozarks Poit Lookout, MO | Scholarship | $13,391 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $542,663 | $509,996 | $490,968 |
| Revenue | $68,502 | $49,694 | $30,026 |
| Expenses | $35,838 | $31,084 | $30,062 |
| Qualifying Distributions | $28,007 | $24,743 | $23,520 |
| Net Investment Income | $61,542 | $43,358 | $23,484 |
| Distributable Amount | $28,519 | $26,783 | $24,744 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 12, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 4, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 12, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 27, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 18, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
Emmett & Beulah Jones Educational FD's only listed officer is Argent Institutional Trust Company, Trustee on every filing since 2025 (compensated).
Officers on the 2026 filing
Argent Institutional Trust Company
Trustee
On filings since 2025
1 hr/week
$6K (2025) → $7K (2026)
Former officers (2)
- Former: TMI Trust Company (2024) — Trustee
- Former: TMI Trust Co (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $7K, to Argent Institutional Trust Company (Trustee).
Frequently asked questions about Emmett & Beulah Jones Educational FD
How much does Emmett & Beulah Jones Educational FD give each year?
Emmett & Beulah Jones Educational FD gave $27K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $24K across 2 grants.
How large is Emmett & Beulah Jones Educational FD?
Emmett & Beulah Jones Educational FD reported $543K in total assets on its 2026 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $29K (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 Emmett & Beulah Jones Educational FD?
Emmett & Beulah Jones Educational FD is a private foundation focused on Education, based in Milwaukee, WI. It holds $543K in total assets as of 2026.
Where does Emmett & Beulah Jones Educational FD operate?
Emmett & Beulah Jones Educational FD has awarded grants in Missouri.
What is Emmett & Beulah Jones Educational FD's EIN?
Emmett & Beulah Jones Educational FD's EIN (Employer Identification Number) is 43-6765443. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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