Jean Jack and Mildred Lemons Charitable Trust

Private foundation · Grantmaker Milwaukee, WI EIN: 43-6328116

The Jean Jack and Mildred Lemons Charitable Trust is a private foundation based in Milwaukee, Wisconsin. Its 2025 filing reports grants to charitable organizations, with most grant dollars going to recipients in Missouri.

Jean Jack and Mildred Lemons Charitable Trust at a glance

In short: Jean Jack and Mildred Lemons Charitable Trust gave $385K across 45 grants in 2025 (avg $9K), mostly in Missouri. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$385,000
-30.7% vs 2024
Grants made (2025)
45
+9.8% vs 2024
Average grant
$8,556
-36.8% vs 2024
Median grant
$5,000
Total assets
$7,736,980
+7.6% vs 2024
Primary geography
Missouri (88% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to Jean Jack and Mildred Lemons Charitable Trust

Accepts unsolicited proposals
No
How to Apply

The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: PO Box 0634, Milwaukee, WI 53201-0634
Phone: (314) 418-2643

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Jean Jack and Mildred Lemons Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Community Clinic: $40KCommunity Clinic$40KYMCA: $25KYMCA$25KMissouri Southern Foundation: $20KMissouri Southern Foundation$20KCarterville Cemetery Association Inc: $20KCarterville CemeteryAssociation Inc$20KJoplin Regional Medical School Alliance: $15KJoplin Regional Medical SchoolAlliance$15KSouthwest Missouri Comm Alliance: $15KSouthwest Missouri CommAlliance$15KChildren's Haven: $15KChildren's Haven$15KChildren's Center of SW Missouri: $13KChildren's Center of SWMissouri$13KMercy Health Foundation Joplin: $13KMercy Health Foundation Joplin$13KBoys and Girls Clubs of SW Missouri: $13KBoys and Girls Clubs of SWMissouri$13K

The largest 2025 recipient was Community Clinic ($40K). Together the top 10 received $188K.

Organizations only. It also paid 2 individual scholarships ($10,500), which are not listed by name.

Grant Size Distribution

191 grants across all recorded years

189<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 189 grants of 191 (99%).

Geographic Focus

Where this funder awards grants

In 2025, 88% of grant dollars went to Missouri recipients, 8% to recipients in Washington, DC, and 4% to recipients in Georgia.

Grant Distribution by State

8states

Share of 2025 grant dollars across all 45 itemized grants.

Cities

JoplinKansas CitySpringfieldCartervilleAtlantaKennesawPoint LookoutChesterfieldIrvingMaysvilleNeoshoWashingtonCarthageLas VegasMilwaukeeSt. LouisTelluride

How Jean Jack and Mildred Lemons Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−19%). Method
  • In 2025 it paid out 89% 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$200K$400K$600K31 grants2021 36 grants2022 38 grants2023 41 grants2024 45 grants2025

From 2021 to 2025, annual grant giving ranged from $385K (2025) to $560K (2023). In 2025 it made 45 grants totaling $385K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Community Clinic Joplin, MOGeneral Operating$40,000
YMCA Washington, DCGeneral Operating$25,000
Missouri Southern Foundation Joplin, MOGeneral Operating$20,000
Carterville Cemetery Association Inc Carterville, MOGeneral Operating$20,000
Joplin Regional Medical School Alliance Neosho, MOGeneral Operating$15,000
Southwest Missouri Comm Alliance Joplin, MOGeneral Operating$15,000
Children's Haven Joplin, MOGeneral Operating$15,000
Children's Center of SW Missouri Joplin, MOGeneral Operating$12,500
Mercy Health Foundation Joplin Joplin, MOGeneral Operating$12,500
Boys and Girls Clubs of SW Missouri Joplin, MOGeneral Operating$12,500
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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$7,736,980$1,051,448$503,267$385,00045$397,243$950,754$447,675
2024$7,188,966$487,212$670,595$555,35841$568,057$389,149$428,215
2023$7,372,382$392,727$651,485$559,80438$570,124$309,842$409,963
2022$7,626,168$319,128$574,766$475,43436$485,145$243,073$495,770
2021$7,881,821$669,763$498,629$412,00031—$595,801$464,846

Under IRS private-foundation payout rules, Jean Jack and Mildred Lemons Charitable Trust reported a distributable amount of $448K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the trust is provided. Its 2025 grants include support for a range of organizations. For example, Missouri Southern Foundation says it provides financial support to Missouri Southern State University, including scholarships, student awards, departmental support, and faculty development. An individual recipient Joplin describes its work as connecting student needs with community resources, while Main Street Joplin says it works to enhance economic development in downtown Joplin.

Health-related grantees include Mercy Health Foundation Joplin, which describes its work as bringing to life the healing ministry of Jesus through compassionate care and service, and the American Cancer Society, which says it works to improve the lives of people with cancer and their families through advocacy, research, and patient support.

Grantmaking

The trust reported 45 grants totaling $385,000 in 2025. Grant amounts ranged from $1,875 to $40,000, with a median of $5,000. Earlier reported giving was $555,358 across 41 grants in 2024 and $559,804 across 38 grants in 2023.

Among the largest 2025 grants were $40,000 to Community Clinic, $25,000 to YMCA in Washington, DC, and $20,000 each to Missouri Southern Foundation and Carterville Cemetery Association. Other recipients included Joplin Regional Medical School Alliance, Southwest Missouri Community Alliance, Children’s Haven, Children’s Center of Southwest Missouri, Mercy Health Foundation Joplin, Boys and Girls Clubs of Southwest Missouri, Main Street Joplin, and an individual recipient Joplin.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Dr. Dennis Smith, Dr. Norm Ridder, and Dr. Melinda Moss for grant selection. US Bank N.A. is listed as trustee.

Jean Jack and Mildred Lemons Charitable Trust's 2025 filing lists 4 officers; 1 of 4 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2023

    1 hr/week

    $88K (2023) → $107K (2025)

  • Melinda Moss

    Grant Selection

    On filings since 2021

    $500 (2021) → $0 (2025)

  • Dennis Smith

    Grant Selection

    On filings since 2021

    No compensation reported

  • Norm Ridder

    Grant Selection

    On filings since 2021

    No compensation reported

Former officers (1)
  • Former: US Bank (2021–2022) — Trustee

Data from IRS Form 990 filings, 2021–2025. "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

US Bank N a — Trustee: $107KUS Bank N aTrustee$107K

The highest reported compensation on the 2025 filing was $107K, to US Bank N a (Trustee).

Frequently asked questions about Jean Jack and Mildred Lemons Charitable Trust

How much does Jean Jack and Mildred Lemons Charitable Trust give each year?

Jean Jack and Mildred Lemons Charitable Trust gave $385K across 45 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $555K across 41 grants.

What is Jean Jack and Mildred Lemons Charitable Trust's typical grant size?

Jean Jack and Mildred Lemons Charitable Trust's median grant in 2025 was $5,000, and its average grant was $8,556, across 45 grants on its 2025 IRS Form 990-PF.

Where does Jean Jack and Mildred Lemons Charitable Trust give grants?

Jean Jack and Mildred Lemons Charitable Trust gives mostly in Missouri: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (8%). The most frequent recipient cities were Joplin, MO (31 grants), Washington, DC (2 grants), Kansas City, MO (2 grants) and Springfield, MO (2 grants).

Does Jean Jack and Mildred Lemons Charitable Trust give general operating support?

Yes: 89% of Jean Jack and Mildred Lemons Charitable Trust's 2025 grants with a stated purpose (40 of 45) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship" (5 grants).

Who are Jean Jack and Mildred Lemons Charitable Trust's largest grantees?

Jean Jack and Mildred Lemons Charitable Trust's largest 2025 grantees include Community Clinic ($40,000), YMCA ($25,000) and Missouri Southern Foundation ($20,000), according to its 2025 IRS Form 990-PF. It also paid 2 individual scholarships ($10,500), which are not listed by name. Together they received 22% of its itemized 2025 grant dollars.

How large is Jean Jack and Mildred Lemons Charitable Trust?

Jean Jack and Mildred Lemons Charitable Trust reported $7.7M in total assets on its 2025 IRS Form 990-PF. It paid out $397K in qualifying distributions that year, against a required minimum of $448K (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 does Jean Jack and Mildred Lemons Charitable Trust fund?

No mission statement for the trust is provided. Its 2025 grants include support for a range of organizations. See mission & focus areas ↑

How do I apply for a grant from Jean Jack and Mildred Lemons Charitable Trust?

The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Jean Jack and Mildred Lemons Charitable Trust's EIN?

Jean Jack and Mildred Lemons Charitable Trust's EIN (Employer Identification Number) is 43-6328116. IRS Form 990 filing data is available on this page for 2021–2025.

Does Jean Jack and Mildred Lemons Charitable Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 29, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS November 10, 2025)
  6. IRS filings on file for fiscal years 2021–2025

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Cite this profile

Grantable. (2026). Jean Jack and Mildred Lemons Charitable Trust funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/jean-jack-and-mildred-lemons-charitable-trust-morg_91a42472c6d743249ee07a824fa9a6cb

BibTeX
@misc{grantable_436328116_2026,
  author       = {{Grantable}},
  title        = {{Jean Jack and Mildred Lemons Charitable Trust funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/jean-jack-and-mildred-lemons-charitable-trust-morg_91a42472c6d743249ee07a824fa9a6cb},
  note         = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}

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Figures come from Jean Jack and Mildred Lemons 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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