Harvey & Bernice Jones Charitable Trust
Harvey & Bernice Jones Charitable Trust is a private foundation, based in Springdale, AR. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $65K. Net investment income was $114K.
Key facts about Harvey & Bernice Jones Charitable Trust
In short: Harvey & Bernice Jones Charitable Trust gave $65K across 1 grant in 2025 (avg $65K), mostly in Arkansas. Source: 2025 IRS Form 990-PF.
- EIN
- 71-6143264
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $65,451
- Grants made (2025)
- 1
- Average grant
- $65,451
- Median grant
- $65,451
- Total assets
- $1,070,968
- Primary geography
- Arkansas (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
$1.1M
+3.3% YoY
Annual Giving
$65K
+5.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$65K
+5.3% YoY
Under IRS private-foundation payout rules, Harvey & Bernice Jones Charitable Trust reported a distributable amount of $69K for 2025 — the minimum it must pay out in qualifying distributions.
How Harvey & Bernice Jones Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 95% 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 the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $61K (2019) to $69K (2022). In 2025 it made 1 grant totaling $65K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Arkansas Foundation Inc ($65K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Arkansas Foundation Inc Little Rock, AR | Charitable Contribution | $65,451 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,070,968 | $1,037,107 | $1,057,610 |
| Revenue | $113,630 | $55,381 | $78,336 |
| Expenses | $79,797 | $76,559 | $82,212 |
| Qualifying Distributions | $65,451 | $62,137 | $67,586 |
| Net Investment Income | $113,630 | $55,381 | $78,336 |
| Distributable Amount | $69,173 | $65,451 | $62,137 |
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 January 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 19, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 4, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Harvey & Bernice Jones Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Betsy Phillips
Director
On filings since 2019
No compensation reported
First Security Bank
Director
On filings since 2019
No compensation reported
Joel Carver
Director
On filings since 2019
No compensation reported
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 Harvey & Bernice Jones Charitable Trust
How much does Harvey & Bernice Jones Charitable Trust give each year?
Harvey & Bernice Jones Charitable Trust gave $65K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $62K across 1 grant.
How large is Harvey & Bernice Jones Charitable Trust?
Harvey & Bernice Jones Charitable Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $69K (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.
Where does Harvey & Bernice Jones Charitable Trust operate?
Harvey & Bernice Jones Charitable Trust has awarded grants in Arkansas.
What is Harvey & Bernice Jones Charitable Trust's EIN?
Harvey & Bernice Jones Charitable Trust's EIN (Employer Identification Number) is 71-6143264. 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 Harvey & Bernice Jones Charitable Trust by hand.
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