R David and Sherri M Jones Foundation
R David and Sherri M Jones Foundation is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $639K in total assets. In 2025, it awarded 2 grants totaling $38K. Net investment income was $46K.
R David and Sherri M Jones Foundation at a glance
In short: R David and Sherri M Jones Foundation gave $38K across 2 grants in 2025 (avg $19K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $37,500
- +7.1% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $18,750
- +60.7% vs 2024
- Median grant
- $18,750
- Total assets
- $638,875
- +0.7% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who R David and Sherri M Jones Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was The Saving Hope Foundation ($28K). Together the top 2 received $38K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How R David and Sherri M Jones Foundation gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $8K (2019) to $40K (2022). In 2025 it made 2 grants totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Saving Hope Foundation Fort Worth, TX | General | $27,500 |
| IOG Fort Worth, TX | General | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $638,875 | $49,239 | $44,788 | $37,500 | 2 | $40,732 | $45,500 | $40,174 |
| 2024 | $634,473 | $33,807 | $41,756 | $35,000 | 3 | $38,088 | $30,128 | $38,331 |
| 2023 | $645,437 | $25,982 | $39,937 | $34,000 | 5 | $36,782 | $19,394 | $34,952 |
| 2022 | $659,429 | $12,898 | $47,460 | $40,000 | 6 | $42,921 | $19,003 | $40,269 |
| 2021 | $690,104 | $51,465 | $38,087 | $30,189 | 8 | $33,908 | $47,296 | $39,419 |
| 2020 | $676,325 | $81,865 | $21,573 | $10,000 | 7 | — | $9,703 | $34,756 |
| 2019 | $616,398 | $440,401 | $12,790 | $7,952 | 7 | — | $8,825 | $11,296 |
Under IRS private-foundation payout rules, R David and Sherri M Jones Foundation reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
R David and Sherri M Jones Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gerry Orth
Co-Trustee
On filings since 2019
1 hr/week
No compensation reported
Marley Beasley
Co-Trustee
On filings since 2019
1 hr/week
No compensation reported
Cheryl M. Jones
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Sherri M. Jones (2019) — Co-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.
Frequently asked questions about R David and Sherri M Jones Foundation
How much does R David and Sherri M Jones Foundation give each year?
R David and Sherri M Jones Foundation gave $38K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 3 grants.
How large is R David and Sherri M Jones Foundation?
R David and Sherri M Jones Foundation reported $639K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).
Where does R David and Sherri M Jones Foundation operate?
R David and Sherri M Jones Foundation has awarded grants in Maryland, Michigan, Texas, Utah.
What is R David and Sherri M Jones Foundation's EIN?
R David and Sherri M Jones Foundation's EIN (Employer Identification Number) is 38-7019668. 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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2019–2024
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