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 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 7 grants totaling $32K. Net investment income was $112K.
Jones Bertram G Char Trust at a glance
In short: Jones Bertram G Char Trust gave $32K across 7 grants in 2025 (avg $5K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $31,644
- -28.8% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $4,521
- -28.8% vs 2024
- Median grant
- $5,224
- Total assets
- $1,244,314
- +5.8% vs 2024
- Primary geography
- Ohio (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 Jones Bertram G Char Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Denison University ($5K). Together the top 6 received $31K.
Organizations only. It also paid 1 individual scholarship ($300), which are not listed by name.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 37 grants of 37 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Jones Bertram G Char Trust gives
- Giving grew 57% from 2022 to 2025. Method
- In 2025 it paid out 57% 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 2019 to 2025, annual grant giving ranged from $20K (2022) to $141K (2020). In 2025 it made 7 grants totaling $32K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Denison University Granville, OH | Scholarships | $5,224 |
| Kenyon College Gambier, OH | Scholarships | $5,224 |
| Ohio Wesleyan University Delaware, OH | Scholarships | $5,224 |
| Pilot Dogs Inc Columbus, OH | General Operating | $5,224 |
| Oberlin College Oberlin, OH | Scholarships | $5,224 |
| National Home for Aged Welsh Rocky River, OH | General Operating | $5,224 |
| 1 individual scholarship Recipients not named | — | $300 |
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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 | $1,244,314 | $116,397 | $47,935 | $31,644 | 7 | $41,665 | $111,800 | $72,624 |
| 2024 | $1,176,039 | $89,173 | $55,064 | $44,429 | 7 | $50,513 | $85,018 | $78,185 |
| 2023 | $1,131,741 | $53,465 | $97,196 | $87,726 | 8 | $93,190 | $49,713 | $63,301 |
| 2022 | $1,165,146 | $70,851 | $32,635 | $20,130 | 7 | $26,538 | $67,288 | $62,743 |
| 2021 | $1,118,834 | $119,319 | $98,093 | $87,595 | 8 | $93,745 | $115,285 | $69,882 |
| 2020 | $1,105,618 | $51,732 | $151,247 | $141,180 | 7 | — | $47,933 | $63,715 |
| 2019 | $1,193,539 | $55,198 | $31,629 | $22,154 | 7 | — | $50,896 | $63,342 |
Under IRS private-foundation payout rules, Jones Bertram G Char Trust reported a distributable amount of $73K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jones Bertram G Char Trust's only listed officer is Huntington National Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Huntington National Bank
Trustee
On filings since 2019
1 hr/week
$7K (2019) → $8K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $8K, to Huntington National Bank (Trustee).
Frequently asked questions about Jones Bertram G Char Trust
How much does Jones Bertram G Char Trust give each year?
Jones Bertram G Char Trust gave $32K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $44K across 7 grants.
What is Jones Bertram G Char Trust's typical grant size?
Jones Bertram G Char Trust's median grant in 2025 was $5,224, and its average grant was $4,521, across 7 grants on its 2025 IRS Form 990-PF.
Where does Jones Bertram G Char Trust give grants?
Jones Bertram G Char Trust gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Jones Bertram G Char Trust give general operating support?
Yes: 29% of Jones Bertram G Char Trust's 2025 grants with a stated purpose (2 of 7) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarships" (5 grants).
Who are Jones Bertram G Char Trust's largest grantees?
Jones Bertram G Char Trust's largest 2025 grantees include Denison University ($5,224), Kenyon College ($5,224) and Ohio Wesleyan University ($5,224), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($300), which are not listed by name. Together they received 50% of its itemized 2025 grant dollars.
How large is Jones Bertram G Char Trust?
Jones Bertram G Char Trust reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $73K (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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 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 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
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