Emmett & Beulah Jones Educational FD

Private foundation · Grantmaker Milwaukee, WI EIN: 43-6765443

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.

Emmett & Beulah Jones Educational FD at a glance

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.

Annual giving (2026)
$26,783
+11.0% vs 2025
Grants made (2026)
2
+0.0% vs 2025
Average grant
$13,392
+11.0% vs 2025
Median grant
$13,392
Total assets
$542,663
+6.4% vs 2025
Primary geography
Missouri (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

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

Who Emmett & Beulah Jones Educational FD funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2026

William Jewell College: $13KWilliam Jewell College$13KCollege of the Ozarks: $13KCollege of the Ozarks$13K

The largest 2026 recipient was William Jewell College ($13K). Together the top 2 received $27K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2026 grant dollars across all 2 itemized grants.

States

Cities

LibertyPoint LookoutPoit Lookout

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025 2 grants2026

From 2021 to 2026, annual grant giving ranged from $24K (2024) to $28K (2023). In 2026 it made 2 grants totaling $27K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
William Jewell College Liberty, MOScholarship$13,392
College of the Ozarks Poit Lookout, MOScholarship$13,391
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$542,663$68,502$35,838$26,7832$28,007$61,542$28,519
2025$509,996$49,694$31,084$24,1222$24,743$43,358$26,783
2024$490,968$30,026$30,062$23,5202$23,520$23,484$24,744
2023$492,870$23,545$36,345$28,2542$28,866$17,517$24,132
2022$505,805$70,498$33,479$25,4162$26,028$63,360$28,865
2021$468,851$29,944$31,491$24,7162—$23,769$26,016

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.

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

Argent Institutional Trust Company — Trustee: $7KArgent Institutional…Trustee$7K

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.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 12, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS December 4, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS July 12, 2024)
  5. Added Form 990-PF for fiscal year 2025 (received by the IRS June 27, 2025)
  6. Added Form 990-PF for fiscal year 2026 (received by the IRS May 18, 2026)
  7. IRS filings on file for fiscal years 2021–2024

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

Figures come from Emmett & Beulah Jones Educational FD'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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