Jones W C Uw Cty Middletown Etal

DALLAS, TX EIN: 06-6030892

Jones W C Uw Cty Middletown Etal is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 6 grants totaling $105K. Net investment income was $208K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

+4.1% YoY

Annual Giving

$105K

+16.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$18K

+16.4% YoY

Under IRS private-foundation payout rules, Jones W C Uw Cty Middletown Etal reported a distributable amount of $127K for 2024 — the minimum it must pay out in qualifying distributions.

About Jones W C Uw Cty Middletown Etal

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $541K (100%)

States

Connecticut

Cities

Middletown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,231,704	$2,143,764	$2,201,563
Revenue	$235,191	$74,651	$-56,408
Expenses	$144,976	$127,171	$168,358
Qualifying Distributions	$119,207	$104,850	$144,116
Net Investment Income	$208,129	$45,574	$23,107
Distributable Amount	$127,201	$115,989	$119,976

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include City of Middletown ($68,277), Society of the Church of Holy Trinity ($10,506), Community Foundation of Middlesex County ($10,506).

Recipient	Purpose	Amount
INDIAN HILL CEMETERY ASSOCIATION MIDDLETOWN, CT	UNRESTRICTED GENERAL	$5,254
MIDDLESEX HOSPITAL HOMECARE MIDDLETOWN, CT	UNRESTRICTED GENERAL	$5,254
MIDDLESEX HOSPITAL MIDDLETOWN, CT	UNRESTRICTED GENERAL	$5,254
SOCIETY OF THE CHURCH OF HOLY TRINITY MIDDLETOWN, CT	UNRESTRICTED GENERAL	$10,506
COMMUNITY FOUNDATION OF MIDDLESEX COUNTY MIDDLETOWN, CT	UNRESTRICTED GENERAL	$10,506
CITY OF MIDDLETOWN MIDDLETOWN, CT	UNRESTRICTED GENERAL	$68,277

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$34,140

Frequently Asked Questions

How large is Jones W C Uw Cty Middletown Etal?

As of 2024, Jones W C Uw Cty Middletown Etal holds $2.2M in total assets with $235K in annual revenue. It awarded 6 grants totaling $105K in 2024.

Where does Jones W C Uw Cty Middletown Etal operate?

Jones W C Uw Cty Middletown Etal has awarded grants in Connecticut.

What size grants does Jones W C Uw Cty Middletown Etal award?

In 2024, Jones W C Uw Cty Middletown Etal awarded 6 grants totaling $105K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Jones W C Uw Cty Middletown Etal required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jones W C Uw Cty Middletown Etal reported a distributable amount of $127K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jones W C Uw Cty Middletown Etal's EIN?

Jones W C Uw Cty Middletown Etal's EIN (Employer Identification Number) is 06-6030892. IRS Form 990 filing data is available on this page for 2020–2024.