OPAL&REECIE Jones Trust Foundation
OPAL&REECIE Jones Trust Foundation is a private foundation focused on Community and economic development, based in Stephenville, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $351K in total assets. In 2025, it awarded 15 grants totaling $25K. Net investment income was $9K.
Key facts about OPAL&REECIE Jones Trust Foundation
In short: OPAL&REECIE Jones Trust Foundation 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)
- Total assets
- $350,565
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
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 reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Is OPAL&REECIE Jones Trust Foundation open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 15 grantees (0%) were first-time recipients. 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 15 itemized 2025 grant dollars.
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
| 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's 2020 filing lists 2 officers; none of the 2 officers listed in 2020 report compensation.
Officers on the 2020 filing
The latest filing that lists officers: our copy of the 2021–2025 filings list none.
Larry Jones
Trustee
On filings since 2019
No compensation reported
Linda Chew
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about OPAL&REECIE Jones Trust Foundation
How much does OPAL&REECIE Jones Trust Foundation give each year?
OPAL&REECIE Jones Trust Foundation 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's typical grant size?
OPAL&REECIE Jones Trust Foundation'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 give grants?
OPAL&REECIE Jones Trust Foundation 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 give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on OPAL&REECIE Jones Trust Foundation'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's largest grantees?
OPAL&REECIE Jones Trust Foundation'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?
OPAL&REECIE Jones Trust Foundation 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).
What is OPAL&REECIE Jones Trust Foundation?
OPAL&REECIE Jones Trust Foundation is a private foundation focused on Community and economic development, based in Stephenville, TX. It holds $351K in total assets as of 2025.
What is OPAL&REECIE Jones Trust Foundation's EIN?
OPAL&REECIE Jones Trust Foundation's EIN (Employer Identification Number) is 75-6361079. 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.
Here's the math on researching OPAL&REECIE Jones Trust Foundation by hand.
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