Harvey & Bernice Jones Charitable Trust
Harvey & Bernice Jones Charitable Trust is a private foundation, based in SPRINGDALE, AR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 1 grants totaling $62K. Net investment income was $55K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
-1.9% YoY
Annual Giving
$62K
-8.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$62K
-8.1% YoY
About Harvey & Bernice Jones Charitable Trust
Based on IRS filings
Harvey & Bernice Jones Charitable Trust is a private foundation, based in SPRINGDALE, AR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 1 grants totaling $62K. Net investment income was $55K.
Ready to take the next step with Harvey & Bernice Jones Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,037,107 | $1,057,610 | $1,061,486 |
| Revenue | $55,381 | $78,336 | $91,082 |
| Expenses | $76,559 | $82,212 | $84,251 |
| Qualifying Distributions | $62,137 | $67,586 | $68,840 |
| Net Investment Income | $55,381 | $78,336 | $91,082 |
| Distributable Amount | $65,451 | $62,137 | $67,586 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR JOEL CARVER | DIRECTOR | — | — |
| FIRST SECURITY BANK | DIRECTOR | — | — |
| BETSY PHILLIPS | DIRECTOR | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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