Jones-charity Tai

MILWAUKEE, WI EIN: 91-6223702

Jones-charity Tai is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 2 grants totaling $22K. Net investment income was $96K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+7.0% YoY

Annual Giving

$22K

-64.1% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$11K

-64.1% YoY

Under IRS private-foundation payout rules, Jones-charity Tai reported a distributable amount of $65K for 2024 — the minimum it must pay out in qualifying distributions.

About Jones-charity Tai

Based on IRS filings

Jones-charity Tai is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 2 grants totaling $22K. Net investment income was $96K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

RestonSeattle

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$31K$62K$93K$124K2021202220232024
Metric202420232022
Total Assets$1,087,934$1,016,657$1,029,934
Revenue$112,691$66,843$84,179
Expenses$41,408$79,963$91,159
Qualifying Distributions$23,973$66,582$76,165
Net Investment Income$96,086$54,395$70,166
Distributable Amount$64,729$59,505$63,353

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$35K$53K$71K2 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

SEATTLE UNIVERSITY$20KAMERICAN SOCIETY OF CIVI…$2K

Grant Size Distribution

8 grants across all recorded years

6<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Seattle University ($20,163), American Society of Civil Engineers ($2,000).

RecipientPurposeAmount
SEATTLE UNIVERSITY SEATTLE, WAEDUCATIONAL$20,163
AMERICAN SOCIETY OF CIVIL ENGINEERS RESTON, VAGENERAL OPERATING$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK N ATRUSTEE$18K

From 2024 filing

NameTitleHoursCompensation
US BANK N ATRUSTEE1$17,846

Frequently Asked Questions

How large is Jones-charity Tai?

As of 2024, Jones-charity Tai holds $1.1M in total assets with $113K in annual revenue. It awarded 2 grants totaling $22K in 2024.

Where does Jones-charity Tai operate?

Jones-charity Tai has awarded grants in Virginia, Washington.

What size grants does Jones-charity Tai award?

In 2024, Jones-charity Tai awarded 2 grants totaling $22K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Jones-charity Tai required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jones-charity Tai reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jones-charity Tai's EIN?

Jones-charity Tai's EIN (Employer Identification Number) is 91-6223702. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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