Homer A and Ida S Jones Trust

Private foundation · Grantmaker Bristol, TN EIN: 58-1535978

Homer A and Ida S Jones Trust is a private foundation, based in Bristol, TN. IRS filing data is available from 2019 through 2024. In 2024, it awarded 2 grants totaling $334.

Key facts about Homer A and Ida S Jones Trust

In short: Homer A and Ida S Jones Trust gave $334 across 2 grants in 2024 (avg $167), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
58-1535978
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$334
Grants made (2024)
2
Average grant
$167
Median grant
$167
Primary geography
California (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$334

-99.9% YoY

Grant Count

2

-33.3% YoY

Avg Grant Size

$167

-99.9% YoY

How Homer A and Ida S Jones Trust gives

  • Giving fell 100% from 2021 to 2024. Method
  • In 2023 it paid out well above its IRS minimum distribution (the 5% rule). 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

9states

Share of 2024 grant dollars across all 2 itemized grants.

Cities

BristolFairfieldKnoxvilleSan FranciscoEvanstonBostonBroomfieldChicagoLivingston ManorRomney

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K8 grants2019 10 grants2020 9 grants2021 8 grants2022 3 grants2023 2 grants2024

From 2019 to 2024, annual grant giving ranged from $334 (2024) to $445K (2023). In 2024 it made 2 grants totaling $334.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Schwab Charitable Donor-Advised Fd: $334 across 2 grantsSchwab CharitableDonor-Advised Fd$334 · 2 grants

The largest 2024 recipient was Schwab Charitable Donor-Advised Fd ($334 across 2 grants).

Grant Size Distribution

32 grants across all recorded years

25<$50K5$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 32 (78%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Schwab Charitable Donor-Advised Fd San Francisco, CAGeneral Charitable Purposes$231
Schwab Charitable Donor-Advised Fd San Francisco, CAGeneral Charitable Purposes$103

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024
Metric202420232022
Total Assets—$3,641$462,985
Revenue—$-2,540$35,111
Expenses$3,641$456,803$189,071
Qualifying Distributions$1,987$447,797$181,260
Net Investment Income——$28,799
Distributable Amount—$34,073$40,543

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Homer A and Ida S Jones Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Diana J Mawhinney

    Trustee

    On filings since 2019

    No compensation reported

  • Nell King Bieger

    Trustee

    On filings since 2019

    No compensation reported

  • Sara J Konhaus

    Trustee

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2024. "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 Homer A and Ida S Jones Trust

How much does Homer A and Ida S Jones Trust give each year?

Homer A and Ida S Jones Trust gave $334 across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $445K across 3 grants.

Where does Homer A and Ida S Jones Trust operate?

Homer A and Ida S Jones Trust has awarded grants in California, Colorado, Iowa, Illinois, Massachusetts, New York, Tennessee, Virginia, West Virginia.

What is Homer A and Ida S Jones Trust's EIN?

Homer A and Ida S Jones Trust's EIN (Employer Identification Number) is 58-1535978. IRS Form 990 filing data is available on this page for 2019–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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