James Jones Family Charitable Trust

Private foundation · Grantmaker Hershey, PA EIN: 99-3011971

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

Asbury Foundation: $20KAsbury Foundation$20KMarket Square Presbyterian Church: $11KMarket Square PresbyterianChurch$11KPennfuture: $10KPennfuture$10K

The largest 2025 recipient was Asbury Foundation ($20K). Together the top 3 received $41K.

Grant Size Distribution

18 grants across all recorded years

12<$50K3$50–100K2$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 18 (67%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

HarrisburgCamp HillFrederickPittsburghBethesdaEnolaPhiladelphiaWashington

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

$0$250K$500K$750K$1M10 grants2023 5 grants2024 3 grants2025

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

RecipientPurposeAmount
Asbury Foundation Frederick, MDGeneral Charitable Use$20,000
Market Square Presbyterian Church Harrisburg, PAGeneral Charitable Use$11,000
Pennfuture Harrisburg, PAGeneral Charitable Use$10,000
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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
2025$1,944,029$109,395$56,338$41,0003$44,833$98,864$101,820
2024$1,890,972$100,013$66,053$50,0005$52,531$87,691$96,773
2023$1,857,012$2,799,693$942,681$933,29510$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

Bryn Mawr Trust — Trustee: $13KBryn Mawr TrustTrustee$13K

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

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 7, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  3. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  4. IRS filings on file for fiscal years 2023–2024

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

Figures come from James Jones Family Charitable Trust'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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