Jerry V Jones Trust Dated October 4 1989
Jerry V Jones Trust Dated October 4 1989 is a private foundation, based in Tulsa, OK. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $271K in total assets. In 2025, it awarded 2 grants totaling $13K. Net investment income was $14K.
Jerry V Jones Trust Dated October 4 1989 at a glance
In short: Jerry V Jones Trust Dated October 4 1989 gave $13K across 2 grants in 2025 (avg $7K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $13,232
- -20.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $6,616
- -20.0% vs 2024
- Median grant
- $6,616
- Total assets
- $271,105
- -1.2% vs 2024
- Primary geography
- Oklahoma (100% 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 Jerry V Jones Trust Dated October 4 1989 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Life Senior Services Inc ($7K). Together the top 2 received $13K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Jerry V Jones Trust Dated October 4 1989 gives
- Giving grew 262% from 2022 to 2025. Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $2K (2021) to $36K (2023). In 2025 it made 2 grants totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Life Senior Services Inc Tulsa, OK | Support | $6,616 |
| Meals on Wheels of Metro Tulsa Tulsa, OK | Support | $6,616 |
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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 | $271,105 | $18,379 | $20,774 | $13,232 | 2 | $16,150 | $14,048 | $15,998 |
| 2024 | $274,328 | $16,396 | $24,618 | $16,539 | 2 | $19,636 | $12,153 | $15,562 |
| 2023 | $282,073 | $14,489 | $47,005 | $36,206 | 2 | $39,139 | $10,851 | $15,543 |
| 2022 | $314,115 | $836 | $15,515 | $3,652 | 2 | $11,629 | $3,584 | $16,918 |
| 2021 | $330,675 | $32,027 | $15,556 | $2,190 | 2 | $11,315 | $27,541 | $19,287 |
| 2020 | $317,748 | $24,163 | $13,075 | $5,246 | 2 | — | $19,713 | $17,498 |
Under IRS private-foundation payout rules, Jerry V Jones Trust Dated October 4 1989 reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jerry V Jones Trust Dated October 4 1989's only listed officer is Bank Of Oklahoma N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of Oklahoma N A
Trustee
On filings since 2020
$5K (2020) → $6K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $6K, to Bank of Oklahoma N a (Trustee).
Frequently asked questions about Jerry V Jones Trust Dated October 4 1989
How much does Jerry V Jones Trust Dated October 4 1989 give each year?
Jerry V Jones Trust Dated October 4 1989 gave $13K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 2 grants.
How large is Jerry V Jones Trust Dated October 4 1989?
Jerry V Jones Trust Dated October 4 1989 reported $271K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
Where does Jerry V Jones Trust Dated October 4 1989 operate?
Jerry V Jones Trust Dated October 4 1989 has awarded grants in Oklahoma.
What is Jerry V Jones Trust Dated October 4 1989's EIN?
Jerry V Jones Trust Dated October 4 1989's EIN (Employer Identification Number) is 73-6296020. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
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