Jewel Brooks Charitable Trust
Jewel Brooks Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 3 grants totaling $113K. Net investment income was $108K.
Jewel Brooks Charitable Trust at a glance
In short: Jewel Brooks Charitable Trust gave $113K across 3 grants in 2025 (avg $38K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $112,868
- +10.7% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $37,623
- -26.2% vs 2024
- Median grant
- $28,217
- Total assets
- $1,969,032
- -0.5% vs 2024
- Primary geography
- Oregon (75% 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 Jewel Brooks Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was The Senior Advisory Council of ($68K). Together the top 3 received $113K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 5 grants of 9 (56%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Jewel Brooks Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 98% 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 2022 to 2025, annual grant giving ranged from $102K (2024) to $123K (2023). In 2025 it made 3 grants totaling $113K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Senior Advisory Council of Central Point, OR | General Operating | $67,721 |
| American Cancer Society Inc Hagerstown, MD | General Operating | $28,217 |
| Rebuilding Together Rogue Valley Jacksonville, OR | General Operating | $16,930 |
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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 | $1,969,032 | $144,804 | $154,971 | $112,868 | 3 | $118,508 | $108,317 | $120,452 |
| 2024 | $1,979,208 | $56,163 | $141,224 | $101,925 | 2 | $107,326 | $38,470 | $112,868 |
| 2023 | $2,062,449 | $59,643 | $160,695 | $123,009 | 2 | $129,727 | $27,318 | $108,643 |
| 2022 | $2,163,511 | $98,139 | $165,337 | $118,159 | 2 | $127,230 | $61,545 | $132,069 |
Under IRS private-foundation payout rules, Jewel Brooks Charitable Trust reported a distributable amount of $120K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jewel Brooks Charitable Trust's only listed officer is US Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2024
1 hr/week
$36K (2024) → $39K (2025)
Former officers (1)
- Former: US Bank (2022–2023) — Trustee
Data from IRS Form 990 filings, 2022–2025. "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 $39K, to US Bank N a (Trustee).
Frequently asked questions about Jewel Brooks Charitable Trust
How much does Jewel Brooks Charitable Trust give each year?
Jewel Brooks Charitable Trust gave $113K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $102K across 2 grants.
What is Jewel Brooks Charitable Trust's typical grant size?
Jewel Brooks Charitable Trust's median grant in 2025 was $28,217, and its average grant was $37,623, across 3 grants on its 2025 IRS Form 990-PF.
Where does Jewel Brooks Charitable Trust give grants?
Jewel Brooks Charitable Trust gives mostly in Oregon: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (25%).
Does Jewel Brooks Charitable Trust give general operating support?
Yes: 100% of Jewel Brooks 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 Jewel Brooks Charitable Trust?
Jewel Brooks Charitable Trust reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $119K in qualifying distributions that year, against a required minimum of $120K (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 Jewel Brooks Charitable Trust's EIN?
Jewel Brooks Charitable Trust's EIN (Employer Identification Number) is 32-6543630. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2025
Live grants for the work Jewel Brooks Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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