James Jones Family Charitable Trust
James Jones Family Charitable Trust is a private foundation, based in Hershey, PA. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 3 grants totaling $41K. Net investment income was $99K.
James Jones Family Charitable Trust at a glance
In short: James Jones Family Charitable Trust gave $41K across 3 grants in 2025 (avg $14K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $41,000
- -18.0% vs 2024
- Grants made (2025)
- 3
- -40.0% vs 2024
- Average grant
- $13,667
- +36.7% vs 2024
- Median grant
- $11,000
- Total assets
- $1,944,029
- +2.8% vs 2024
- Primary geography
- Pennsylvania (51% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who James Jones Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Asbury Foundation ($20K). Together the top 3 received $41K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 12 grants of 18 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How James Jones Family Charitable Trust gives
- In 2025 it paid out 44% 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
From 2023 to 2025, annual grant giving ranged from $41K (2025) to $933K (2023). In 2025 it made 3 grants totaling $41K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Asbury Foundation Frederick, MD | General Charitable Use | $20,000 |
| Market Square Presbyterian Church Harrisburg, PA | General Charitable Use | $11,000 |
| Pennfuture Harrisburg, PA | General Charitable Use | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,944,029 | $109,395 | $56,338 | $41,000 | 3 | $44,833 | $98,864 | $101,820 |
| 2024 | $1,890,972 | $100,013 | $66,053 | $50,000 | 5 | $52,531 | $87,691 | $96,773 |
| 2023 | $1,857,012 | $2,799,693 | $942,681 | $933,295 | 10 | $934,574 | $49,594 | $57,338 |
Under IRS private-foundation payout rules, James Jones Family Charitable Trust reported a distributable amount of $102K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James Jones Family Charitable Trust is led by Bryn Mawr Trust, Trustee on every filing since 2023 — the only officer listed, and compensated.
Officers on the 2025 filing
Bryn Mawr Trust
Trustee
On filings since 2023
5 hrs/week
$6K (2023) → $13K (2025)
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $13K, to Bryn Mawr Trust (Trustee).
Frequently asked questions about James Jones Family Charitable Trust
How much does James Jones Family Charitable Trust give each year?
James Jones Family Charitable Trust gave $41K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 5 grants.
What is James Jones Family Charitable Trust's typical grant size?
James Jones Family Charitable Trust's median grant in 2025 was $11,000, and its average grant was $13,667, across 3 grants on its 2025 IRS Form 990-PF.
Where does James Jones Family Charitable Trust give grants?
James Jones Family Charitable Trust gives mostly in Pennsylvania: 51% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (49%). The most frequent recipient cities were Harrisburg, PA (2 grants).
Does James Jones Family Charitable Trust give general operating support?
Yes: 100% of James Jones Family Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is James Jones Family Charitable Trust?
James Jones Family Charitable Trust reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $102K (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 James Jones Family Charitable Trust's EIN?
James Jones Family Charitable Trust's EIN (Employer Identification Number) is 99-3011971. IRS Form 990 filing data is available on this page for 2023–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2023–2024
Explore Open Grants
Browse active grant opportunities in James Jones Family Charitable Trust's focus areas in our free grants database
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