Jean Jack and Mildred Lemons Charitable Trust

MILWAUKEE, WI EIN: 43-6328116

The Jean Jack and Mildred Lemons Charitable Trust is a private independent foundation based in Milwaukee, Wisconsin. Established in 1987 in Missouri, the trust operates as a grantmaking organization with approximately $7.2 million in assets. US Bank N.A. serves as the trustee for the organization.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$385K

-30.7% YoY

Grant Count

45

+9.8% YoY

Avg Grant Size

$9K

-36.8% YoY

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

Mission & Focus Areas

The trust gives primarily for education, health, and children, youth and social services. The organization does not specify particular subject areas beyond these general funding categories.

Grantmaking

The trust is actively grantmaking and open to new applicants. Based on recent financial data:

Grant Range

** $14,700–$62,000

Average Grant

** $14,700–$62,000

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Geographic Focus

Where this funder awards grants

The trust supports various cities and states across the United States, including:

  • Cities: Atlanta, Milwaukee, St. Louis
  • States: Colorado, Georgia, Kentucky, Missouri, Texas, Wisconsin

Grant Distribution by State

8states

Cities

ATLANTACARTERVILLECARTHAGECHESTERFIELDIRVINGJOPLINJoplinKANSAS CITYKENNESAWKansas CityLas VegasMAYSVILLEMILWAUKEENEOSHOPOINT LOOKOUTSPRINGFIELDST LOUISTELLURIDEWASHINGTON

Financial History

Multi-year comparison from IRS filings

Metric Amount
Total Assets $7.2 million
Annual Giving $555,000–$560,000
Annual Expenses $670,595
Annual Revenue $392,700–$487,212
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120212022202320242025
Metric202520242023
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$140K$280K$420K$560K31 grants202136 grants202238 grants202341 grants202445 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

COMMUNITY CLINIC$40KYMCA$25KMISSOURI SOUTHERN FOUNDA…$20KCARTERVILLE CEMETERY ASS…$20KJOPLIN REGIONAL MEDICAL …$15KSOUTHWEST MISSOURI COMM …$15KCHILDREN'S HAVEN$15KCHILDREN'S CENTER OF SW …$13KMERCY HEALTH FOUNDATION …$13KBOYS AND GIRLS CLUBS OF …$13K

Grant Size Distribution

191 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Community Clinic ($40,000), Ymca ($25,000), Missouri Southern Foundation ($20,000).

RecipientPurposeAmount
COMMUNITY CLINIC JOPLIN, MOGENERAL OPERATING$40,000
JOPLIN AREA CATHOLIC SCHOOLS JOPLIN, MOSCHOLARSHIP$2,000
JOPLIN ASSOCIATION FOR THE BLIND JOPLIN, MOGENERAL OPERATING$4,000
JOPLIN SCHOOLS JOPLIN, MOSCHOLARSHIP$9,500
LIFE CHOICES JOPLIN, MOGENERAL OPERATING$5,000
BOY SCOUTS OZARK TRAILS COUNCIL SPRINGFIELD, MOGENERAL OPERATING$2,500
JOPLIN NALA READ JOPLIN, MOGENERAL OPERATING$4,000
CONNECT2CULTURE JOPLIN, MOGENERAL OPERATING$1,875
HIGHER POWER GARAGE JOPLIN, MOGENERAL OPERATING$5,000
ECONOMIC SECURITY CORPORATION JOPLIN, MOGENERAL OPERATING$4,000

Leadership & Key People

Leadership team and compensation from IRS filings

Grant selection is overseen by a team of experts:

  • Dr. Dennis Smith – Grant Selection
  • Dr. Norm Ridder – Grant Selection
  • Dr. Melinda Moss – Grant Selection

Trustee: US Bank N.A. (annual compensation: $103,227)

Compensation Overview

From 2025 IRS filing

US BANK N ATRUSTEE$107K

From 2025 filing

NameTitleHoursCompensation
DR DENNIS SMITHGRANT SELECTION
DR NORM RIDDERGRANT SELECTION
DR MELINDA MOSSGRANT SELECTION
US BANK N ATRUSTEE1$107,429

Contact Information

Address: PO Box 634, Milwaukee, WI 53201

Phone: (314) 418-2643

Frequently Asked Questions

What does Jean Jack and Mildred Lemons Charitable Trust fund?

The trust gives primarily for education, health, and children, youth and social services. The organization does not specify particular subject areas beyond these general funding categories.

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

The trust is actively grantmaking and open to new applicants. Based on recent financial data: • **Total Assets:** $7.2 million • **Annual Giving:** Approximately $555,000–$560,000 • **Number of Grants:** 38–8,459 grants (data varies by reporting period) • **Average Grant Size:** $14,700–$62,000 • **Median Grant Size:** $14,000 • **Annual Expenses:** $670,595 • **Annual Revenue:** $392,700–$487,212 The trust maintains a grant selection team involved in funding decisions.

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

The trust supports various cities and states across the United States, including: • **Cities:** Atlanta, Milwaukee, St. Louis • **States:** Colorado, Georgia, Kentucky, Missouri, Texas, Wisconsin

What size grants does Jean Jack and Mildred Lemons Charitable Trust award?

In 2025, Jean Jack and Mildred Lemons Charitable Trust awarded 45 grants totaling $385K — an average of about $9K per grant, based on its IRS Form 990 filings.

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.

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

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