Jones Bertram G Char Trust
Jones Bertram G Char Trust is a private foundation, based in COLUMBUS, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 7 grants totaling $44K. Net investment income was $85K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+3.9% YoY
Annual Giving
$44K
-49.4% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$6K
-42.1% YoY
Under IRS private-foundation payout rules, Jones Bertram G Char Trust reported a distributable amount of $78K for 2024 — the minimum it must pay out in qualifying distributions.
About Jones Bertram G Char Trust
Based on IRS filings
Jones Bertram G Char Trust is a private foundation, based in COLUMBUS, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 7 grants totaling $44K. Net investment income was $85K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,176,039 | $1,131,741 | $1,165,146 |
| Revenue | $89,173 | $53,465 | $70,851 |
| Expenses | $55,064 | $97,196 | $32,635 |
| Qualifying Distributions | $50,513 | $93,190 | $26,538 |
| Net Investment Income | $85,018 | $49,713 | $67,288 |
| Distributable Amount | $78,185 | $63,301 | $62,743 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pilot Dogs Inc ($16,064), National Home for Aged Welsh ($5,613), Denison University ($5,613).
| Recipient | Purpose | Amount |
|---|---|---|
| NATIONAL HOME FOR AGED WELSH ROCKY RIVER, OH | GENERAL OPERATING | $5,613 |
| DENISON UNIVERSITY GRANVILLE, OH | SCHOLARSHIPS | $5,613 |
| KENYON COLLEGE GAMBIER, OH | SCHOLARSHIPS | $5,613 |
| OHIO WESLEYAN UNIVERSITY DELAWARE, OH | SCHOLARSHIPS | $5,613 |
| PILOT DOGS INC COLUMBUS, OH | GENERAL OPERATING | $16,064 |
| OBERLIN COLLEGE OBERLIN, OH | SCHOLARSHIPS | $5,613 |
| BERTRAM G JONES AWARD COLUMBUS, OH | SCHOLARSHIPS | $300 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK | TRUSTEE | 1 | $7,552 |
Frequently Asked Questions
How large is Jones Bertram G Char Trust?
As of 2024, Jones Bertram G Char Trust holds $1.2M in total assets with $89K in annual revenue. It awarded 7 grants totaling $44K in 2024.
Where does Jones Bertram G Char Trust operate?
Jones Bertram G Char Trust has awarded grants in Ohio.
What size grants does Jones Bertram G Char Trust award?
In 2024, Jones Bertram G Char Trust awarded 7 grants totaling $44K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Jones Bertram G Char Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jones Bertram G Char Trust reported a distributable amount of $78K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jones Bertram G Char Trust's EIN?
Jones Bertram G Char Trust's EIN (Employer Identification Number) is 31-6022709. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Jones Bertram G Char Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.