Stella H Jones Foundation
The STELLA H JONES FOUNDATION is a private foundation based in Milwaukee, Wisconsin. In 2025, it reported 21 grants totaling $138,000 to charitable organizations, with recipients in Wisconsin and California.
Key facts about Stella H Jones Foundation
In short: Stella H Jones Foundation gave $138K across 21 grants in 2025 (avg $7K), mostly in Wisconsin. 5% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 39-6630656
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $138,000
- Grants made (2025)
- 21
- Average grant
- $6,571
- Median grant
- $5,000
- New grantees (estimate)
- 5% first-time grantees (1 of 21, 2025)
- Total assets
- $3,050,869
- Primary geography
- Wisconsin (93% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Full details ↓
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
$3.1M
+16.8% YoY
Annual Giving
$138K
-6.8% YoY
Grant Count
21
+0.0% YoY
Avg Grant Size
$7K
-6.8% YoY
Under IRS private-foundation payout rules, Stella H Jones Foundation reported a distributable amount of $131K for 2025 — the minimum it must pay out in qualifying distributions.
Is Stella H Jones Foundation open to new grantees?
5%
first-time grantees, 2025
In 2025, 1 of 21 grantees (5%) were first-time recipients. First grants averaged $3K; repeat grants $7K. How we count
Medians: $3K first-time, $5K repeat.
- 90% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 130% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 organizations whose stated missions address library resources and programs, domestic violence, youth mentoring, science and technology education, food access, assistance to people in need, and support for children affected by abuse and neglect. These are the grantees’ missions, not stated priorities of the foundation.
For example, Milwaukee Public Library Foundation says it supports books, materials, programs, and library facilities. Sojourner Family Peace Center says it works to transform lives impacted by domestic violence. Hunger Task Force says it works to prevent hunger and malnutrition by providing food and promoting policies toward a hunger-free community.
Grantmaking
In 2025, the foundation gave $138,000 through 21 grants. Grants ranged from $1,000 to $35,000, with a median of $5,000. The largest listed grant was $35,000 to Medical College of Wisconsin for “SUPPORT FOR 2025.” Other notable grants included $15,000 to Milwaukee Public Library Foundation, $10,000 each to Sojourner Family Peace Center and Sonoma Valley Mentoring Alliance, and $5,000 each to American Red Cross, Discovery World, Feeding America Eastern Wisconsin, Hope Center, Hunger Task Force, Kids Matter, Milwaukee Homeless Veterans Initiative, and Milwaukee Rescue Mission. The listed 2025 grant purposes are “SUPPORT FOR 2025.”
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Geographic Focus
Where this funder awards grants
In 2025, 93% of grant dollars went to recipients in Wisconsin and 7% to recipients in California. The listed grants include organizations in Milwaukee and other Wisconsin communities, as well as Sonoma Valley Mentoring Alliance in Sonoma, California.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $116K (2020) to $154K (2021). In 2025 it made 21 grants totaling $138K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Medical College of Wisconsin ($35K). Together the top 10 received $100K.
Grant Size Distribution
108 grants across all recorded years
The most common grant size was under $50K: 108 grants of 108 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Medical College of Wisconsin Milwaukee, WI | Support for 2025 | $35,000 |
| Milwaukee Public Library Foundation Milwaukee, WI | Support for 2025 | $15,000 |
| Sojourner Family Peace Center Milwaukee, WI | Support for 2025 | $10,000 |
| Sonoma Valley Mentoring Alliance Sonoma, CA | Support for 2025 | $10,000 |
| American Red Cross Milwaukee, WI | Support for 2025 | $5,000 |
| Discovery World Milwaukee, WI | Support for 2025 | $5,000 |
| Feeding America Eastern Wisconsin Milwaukee, WI | Support for 2025 | $5,000 |
| Hope Center Waukesha, WI | Support for 2025 | $5,000 |
| Hunger Task Force Inc Milwaukee, WI | Support for 2025 | $5,000 |
| Kids Matter Inc Milwaukee, WI | Support for 2025 | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $3,050,869 | $662,631 | $223,622 | $138,000 |
| 2024 | $2,611,860 | $160,850 | $238,733 | $148,000 |
| 2023 | $2,689,743 | $145,596 | $219,577 | $129,500 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,050,869 | $2,611,860 | $2,689,743 |
| Revenue | $662,631 | $160,850 | $145,596 |
| Expenses | $223,622 | $238,733 | $219,577 |
| Qualifying Distributions | $170,375 | $180,350 | $161,562 |
| Net Investment Income | $609,384 | $102,467 | $87,581 |
| Distributable Amount | $130,974 | $129,127 | $133,075 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 26, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists J Lewis Perlson, James C Bourne, Richard P Bourne, and Gregory A Jeske as trustees.
Stella H Jones Foundation's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Gregory A. Jeske
Trustee
On filings since 2020
3.5 hrs/week
$15K (2020) → $15K (2025)
J. Lewis Perlson
Trustee
On filings since 2020
2 hrs/week
$15K (2020) → $15K (2025)
Richard P. Bourne
Trustee
On filings since 2020
2 hrs/week
$15K (2020) → $15K (2025)
James C. Bourne
Trustee
New on the 2025 filing
1.5 hrs/week
$15K (2025)
Former officers (1)
- Former: Carol A. Bourne (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $15K, to J Lewis Perlson (Trustee). 4 officers or directors reported compensation on that filing.
Contact
Mailing address: 790 N Water St 2500, Milwaukee, WI 53202
Phone: (414) 271-6560
Frequently asked questions about Stella H Jones Foundation
How much does Stella H Jones Foundation give each year?
Stella H Jones Foundation gave $138K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $148K across 21 grants.
What is Stella H Jones Foundation's typical grant size?
Stella H Jones Foundation's median grant in 2025 was $5,000, and its average grant was $6,571, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Stella H Jones Foundation that year got $3K on average.
Where does Stella H Jones Foundation give grants?
Stella H Jones Foundation gives mostly in Wisconsin: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (7%). The most frequent recipient cities were Milwaukee, WI (16 grants) and Waukesha, WI (2 grants).
Does Stella H Jones Foundation give general operating support?
Not in 2025: none of the 21 grants with a stated purpose on Stella H Jones Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support for 2025" (21 grants).
Who are Stella H Jones Foundation's largest grantees?
Stella H Jones Foundation's largest 2025 grantees include Medical College of Wisconsin ($35,000), Milwaukee Public Library Foundation ($15,000) and Sojourner Family Peace Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Stella H Jones Foundation?
Stella H Jones Foundation reported $3.1M in total assets on its 2025 IRS Form 990-PF. It paid out $170K in qualifying distributions that year, against a required minimum of $131K (roughly 5% of its investment assets).
What does Stella H Jones Foundation fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Stella H Jones Foundation?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Stella H Jones Foundation's EIN?
Stella H Jones Foundation's EIN (Employer Identification Number) is 39-6630656. IRS Form 990 filing data is available on this page for 2020–2025.
Does Stella H Jones Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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