Joseph E & Marjorie B Jones
The Joseph E. and Marjorie B. Jones Foundation is a private foundation based in Annapolis, Maryland. It supports education, social services, and healthcare initiatives, with particular attention to improving quality of life in the greater Washington, D.C. region, including DC, Maryland, and Virginia.
Key facts about Joseph E & Marjorie B Jones
In short: Joseph E & Marjorie B Jones gave $1.2M across 31 grants in 2025 (avg $39K), top state District of Columbia. 26% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 52-1628951
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,200,000
- Grants made (2025)
- 31
- Average grant
- $38,710
- Median grant
- $25,000
- New grantees (estimate)
- 26% first-time grantees (8 of 31, 2025)
- Total assets
- $23,151,760
- Primary geography
- District of Columbia (47% of itemized 2025 grant dollars)
- How to apply
- The foundation welcomes qualified organizations that fit its mission and guidelines to apply. Full details ↓
- Deadline
- The foundation’s website states that the 2026 grant-cycle deadline has passed and that access to the 2027 cycle opens…
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$23.2M
-3.4% YoY
Annual Giving
$1.2M
+0.0% YoY
Grant Count
31
+6.9% YoY
Avg Grant Size
$39K
-6.5% YoY
Under IRS private-foundation payout rules, Joseph E & Marjorie B Jones reported a distributable amount of $1.7M for 2025 — the minimum it must pay out in qualifying distributions.
Is Joseph E & Marjorie B Jones open to new grantees?
26%
first-time grantees, 2025
In 2025, 8 of 31 grantees (26%) were first-time recipients. First grants averaged $28K; repeat grants $43K. How we count
Medians: $18K first-time, $30K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s mission is to improve quality of life for all people, particularly residents of the greater Washington, D.C. region, by funding social services and medical and healthcare initiatives and furthering education.
Its stated priorities include programs that improve the lives of children and adults through education—including out-of-school-time education, career training, and life-skills development—social services, and health or medical initiatives. It tends to prefer established, small- to medium-sized local organizations with measurable results serving at-risk, special-needs, disabled, or underserved populations.
The foundation’s 2025 grants illustrate a range of supported work. For example, the Chesapeake Bay Foundation describes its mission as saving the Bay; Levine Music describes itself as a music-education center for children and adults; and Alexandria Seaport Foundation says it builds workforce skills, self-worth, and community for disconnected youth through woodworking and boat building. Other 2025 recipients included organizations whose stated missions address homelessness, low-income residents’ access to services, and middle-school learning opportunities.
Grantmaking
The foundation reported 31 grants totaling $1,200,000 in 2025, compared with 29 grants totaling $1,200,000 in 2024 and 27 grants totaling $1,238,000 in 2023. In 2025, grants ranged from $10,000 to $150,000, with a median award of $25,000.
Among the largest 2025 awards were $150,000 to Chesapeake Bay Foundation for a Maryland environmental education program and $150,000 to Sprout Therapeutic Riding and Education for adaptive riding, driving, and vocational programming. Johns Hopkins University received $100,000 for the Jones Fellowship at the Low Vision Center. Other awards included $75,000 each to Friends of Fort DuPont Ice Arena and Levine Music, and $60,000 to Downtown Cluster of Congregations for its Homeless Services Unit program.
Review Cycle
The foundation’s website states that the 2026 grant-cycle deadline has passed and that access to the 2027 cycle opens February 1, 2027. The 2027 LOI deadline is April 1, 2027. The foundation’s 2025 filing states a May 1 deadline for the current calendar year.
How to Apply
The foundation welcomes qualified organizations that fit its mission and guidelines to apply. Applications are submitted through its online portal. The process begins with a letter of inquiry (LOI); the foundation uses it to review the organization’s tax status and the proposed program’s alignment with its mission, strategy, and funding priorities. The foundation has one grant cycle each year and allows one request per organization per cycle. Applicants must be 501(c)(3) organizations operating exclusively for charitable, medical, or educational purposes; fiscally sponsored organizations are not eligible. The foundation does not fund large capital projects, political lobbying or legislative activity, sectarian religious activities, endowments, or special events. Its grant-program information also lists basic research and scholarships among exclusions.
Open Grants
1 open opportunity from Joseph E & Marjorie B Jones
Ready to take the next step with Joseph E & Marjorie B Jones?
Geographic Focus
Where this funder awards grants
The foundation prioritizes the greater Washington, D.C. region, including DC, Maryland, and Virginia. In 2025, 47% of grant dollars went to recipients in DC, 28% to Maryland, and 25% to Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 31 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $900K (2020) to $1.4M (2021). In 2025 it made 31 grants totaling $1.2M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Chesapeake Bay Foundation Inc ($150K). Together the top 10 received $810K.
Grant Size Distribution
151 grants across all recorded years
The most common grant size was under $50K: 98 grants of 151 (65%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chesapeake Bay Foundation Inc Annapolis, MD | Maryland Environmental Education Pro | $150,000 |
| Sprout Therapeutic Riding and Educa Aldie, VA | Adaptive Riding/Driving/Vocational C | $150,000 |
| Johns Hopkins University Baltimore, MD | Jones Fellowship at the Low Vision C | $100,000 |
| Friends of Fort Dupont Ice Arena I Waldorf, MD | Kids on Ice - Schools Skate for Fitn | $75,000 |
| Levine Music Inc Washington, DC | Music Lessons at Thearc Program | $75,000 |
| Downtown Cluster of Congregations Washington, DC | Homeless Services Unit Program | $60,000 |
| Alexandria Seaport Foundation Alexandria, VA | Apprentice Program | $50,000 |
| Higher Achievement Program Inc Washington, DC | DC/MD Bridging the Opportunity Gap | $50,000 |
| Rebuilding Together DC Alexandria Washington, DC | Safe and Healthy Homes Program | $50,000 |
| Thrive DC Washington, DC | Morning Breakfast Program | $50,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants reported | Number of grants |
|---|---|---|
| 2025 | $1,200,000 | 31 |
| 2024 | $1,200,000 | 29 |
| 2023 | $1,238,000 | 27 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $23,151,760 | $23,965,651 | $25,316,774 |
| Revenue | $1,135,243 | $435,981 | $1,032,307 |
| Expenses | $2,312,421 | $1,788,817 | $1,766,139 |
| Qualifying Distributions | $1,564,889 | $1,584,600 | $1,506,294 |
| Net Investment Income | $515,529 | $871,407 | $745,439 |
| Distributable Amount | $1,705,639 | $1,569,748 | $1,426,537 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Stephanie Havard as president, Donald Havard as treasurer, Susan E. H. Koepp as secretary, and Justin Havard as director. It also lists Joyce Havard as past president and John Marvin Jones as past treasurer.
Joseph E & Marjorie B Jones is led by Stephanie Havard, President since 2025 (on filings since 2019); 4 of 6 officers listed in 2025 are compensated.
Officers on the 2025 filing
Stephanie Havard
President
Secretary → President, 2025
On filings since 2019
40 hrs/week
$800 (2019) → $138K (2025)
Justin Havard
Director
New on the 2025 filing
No compensation reported
Donald Havard
Treasurer
Director → Treasurer, 2025
On filings since 2019
$800 (2019) → $1K (2025)
John Marvin Jones
Past Treasurer
Treasurer → Past Treasurer, 2025
On filings since 2019
$106K (2019) → $1K (2025)
Joyce Havard
Past President
President → Past President, 2025
On filings since 2019
32 hrs/week
$315K (2019) → $185K (2025)
Susan E. H. Koepp
Secretary
New on the 2025 filing
No compensation reported
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 $185K, to Joyce Havard (Past Preside). 4 officers or directors reported compensation on that filing.
Contact
Application contact: Stephanie Havard
Mailing address: PO Box 6677, Annapolis, MD 21403-0677
Phone: (410) 989-7798
Email: shavard@thejonesfoundation.com
Website: https://thejonesfoundation.com
Frequently asked questions about Joseph E & Marjorie B Jones
How much does Joseph E & Marjorie B Jones give each year?
Joseph E & Marjorie B Jones gave $1.2M across 31 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.2M across 29 grants.
What is Joseph E & Marjorie B Jones's typical grant size?
Joseph E & Marjorie B Jones's median grant in 2025 was $25,000, and its average grant was $38,710, across 31 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Joseph E & Marjorie B Jones that year got $28K on average.
Where does Joseph E & Marjorie B Jones give grants?
Joseph E & Marjorie B Jones's top state is District of Columbia, with 47% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Maryland (28%) and Virginia (25%). The most frequent recipient cities were Washington, DC (19 grants), Alexandria, VA (3 grants) and Falls Church, VA (2 grants).
Does Joseph E & Marjorie B Jones give general operating support?
Yes: 13% of Joseph E & Marjorie B Jones's 2025 grants with a stated purpose (4 of 31) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Joseph E & Marjorie B Jones's largest grantees?
Joseph E & Marjorie B Jones's largest 2025 grantees include Chesapeake Bay Foundation Inc ($150,000), Sprout Therapeutic Riding and Educa ($150,000) and Johns Hopkins University ($100,000), according to its 2025 IRS Form 990-PF. Together they received 33% of its itemized 2025 grant dollars.
How large is Joseph E & Marjorie B Jones?
Joseph E & Marjorie B Jones reported $23.2M in total assets on its 2025 IRS Form 990-PF. It paid out $1.6M in qualifying distributions that year, against a required minimum of $1.7M (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 does Joseph E & Marjorie B Jones fund?
The foundation’s mission is to improve quality of life for all people, particularly residents of the greater Washington, D.C. region, by funding social services and medical and healthcare initiatives and furthering education. See mission & focus areas ↑
How do I apply for a grant from Joseph E & Marjorie B Jones?
The foundation welcomes qualified organizations that fit its mission and guidelines to apply. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Joseph E & Marjorie B Jones's EIN?
Joseph E & Marjorie B Jones's EIN (Employer Identification Number) is 52-1628951. 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. Research dossier generated September 2026.
Here's the math on researching Joseph E & Marjorie B Jones by hand.
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