OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt
The OPAL&REECIE JONES TRUST FOUNDATION is a private foundation based in Stephenville, Texas. It made 15 grants totaling $24,993 in 2025, with all grant dollars going to recipients in Texas.
Key facts about OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt
In short: OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt gave $25K across 15 grants in 2025 (avg $2K), mostly in Texas. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 75-6361079
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $24,993
- Grants made (2025)
- 15
- Average grant
- $1,666
- Median grant
- $1,533
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2025; small sample)
- Total assets
- $350,565
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- How to apply
- The 2025 filing says the foundation does not restrict giving to preselected organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 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
$351K
-0.8% YoY
Annual Giving
$25K
+5.2% YoY
Grant Count
15
+0.0% YoY
Avg Grant Size
$2K
+5.2% YoY
Under IRS private-foundation payout rules, OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Is OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 15 grantees (0%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 97% 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
No mission statement for the foundation is provided. Its 2025 grants included religious and charitable purposes, child care, and support for organizations serving local communities. Erath County Senior Citizens Inc., a 2025 recipient, describes its mission as providing meals and transportation for elderly people in Erath County. HOPE Inc., another recipient, describes its mission as providing services to economically disadvantaged people.
Grantmaking
In 2025, the foundation awarded 15 grants totaling $24,993. Grants ranged from $748 to $3,397, with a median grant of $1,533. Notable awards included $3,397 to United Methodist Church in Stephenville, $2,232 to Cross Timbers Pregnancy Care Center, $2,148 to Foster’s Home for Children, $2,078 to United Methodist Church-TREEHOUSE, and $1,892 to Erath County Senior Citizens.
How to Apply
The 2025 filing says the foundation does not restrict giving to preselected organizations. It requests a written application, a description of the organization, the specific use of the requested funds, and the amount requested. The filing names Jones Foundation David Castleberry as the contact for applications.
Ready to take the next step with OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt?
Geographic Focus
Where this funder awards grants
The foundation’s 2025 filing states that awards are restricted to organizations geographically located around Erath County, Texas. All grant dollars in 2025 went to Texas recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $20K (2019) to $25K (2022). In 2025 it made 15 grants totaling $25K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was United Methodist Ch ($3K). Together the top 10 received $20K.
Grant Size Distribution
75 grants across all recorded years
The most common grant size was under $50K: 75 grants of 75 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Methodist Ch Stephenivlle, TX | Religious | $3,397 |
| Cross Timbers Pregnancy Care Cente Stephenville, TX | Charitable | $2,232 |
| Foster's Home for Children Stephenville, TX | Charity | $2,148 |
| United Methodist Ch-Treehouse Stephenville, TX | Child Care | $2,078 |
| Erath County Senior Citizens Stephenville, TX | Charity | $1,892 |
| American Red Cross Waco, TX | Charitable | $1,793 |
| Hope Inc Stephenville, TX | Charitable | $1,722 |
| CASA for Cross Timers Area Stephenville, TX | Charity | $1,533 |
| Erath County Child Welfare Board Stephenville, TX | Charity | $1,433 |
| Oakdale UMC Back Pack Buddies Stephenville, TX | Charity | $1,393 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $350,565 | $28,778 | $31,757 | $24,993 |
| 2024 | $353,350 | $28,021 | $30,081 | $23,755 |
| 2023 | $355,273 | $35,514 | $28,113 | $22,130 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $350,565 | $353,350 | $355,273 |
| Revenue | $28,778 | $28,021 | $35,514 |
| Expenses | $31,757 | $30,081 | $28,113 |
| Qualifying Distributions | $24,993 | $23,755 | $22,130 |
| Net Investment Income | $9,211 | $9,184 | $8,108 |
| Distributable Amount | $25,724 | $24,638 | $22,631 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 13, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt is led by First Financial Trust And Asset Mgt, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2025 filing
First Financial Trust And Asset Mgt
Trustee
On filings since 2021
No compensation reported
Former officers (2)
- Former: Larry Jones (2019–2020) — Trustee
- Former: Linda Chew (2019–2020) — Trustee
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.
Contact
Application contact: Jones Foundation David Castleberry
Mailing address: P O Box 998, Stephenville, TX 76401
Phone: (254) 918-6262
Frequently asked questions about OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt
How much does OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt give each year?
OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt gave $25K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 15 grants.
What is OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt's typical grant size?
OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt's median grant in 2025 was $1,533, and its average grant was $1,666, across 15 grants on its 2025 IRS Form 990-PF.
Where does OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt give grants?
OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Stephenville, TX (11 grants).
Does OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (5 grants), "Charity" (5 grants) and "Religious" (3 grants).
Who are OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt's largest grantees?
OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt's largest 2025 grantees include United Methodist Ch ($3,397), Cross Timbers Pregnancy Care Cente ($2,232) and Foster's Home for Children ($2,148), according to its 2025 IRS Form 990-PF. Together they received 31% of its itemized 2025 grant dollars.
How large is OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt?
OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt reported $351K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $26K (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 OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt fund?
No mission statement for the foundation is provided. Its 2025 grants included religious and charitable purposes, child care, and support for organizations serving local communities. See mission & focus areas ↑
How do I apply for a grant from OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt?
The 2025 filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt's EIN?
OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt's EIN (Employer Identification Number) is 75-6361079. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching OPAL&REECIE Jones Trust Foundation First Financial Trust & Asset Mgmt by hand.
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