The Jones Educational Foundation IN

Private foundation · Grantmaker Somerset, KY EIN: 61-6312867

The Jones Educational Foundation IN is a private foundation focused on Education, based in Somerset, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 6 grants totaling $26K. Net investment income was $20K.

Key facts about The Jones Educational Foundation IN

In short: The Jones Educational Foundation IN gave $26K across 6 grants in 2025 (avg $4K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
61-6312867
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$26,010
Grants made (2025)
6
Average grant
$4,335
Median grant
$2,800
Total assets
$1,377,409
Primary geography
North Carolina (58% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+7.6% YoY

Annual Giving

$26K

+213.3% YoY

Grant Count

6

+50.0% YoY

Avg Grant Size

$4K

+108.8% YoY

How The Jones Educational Foundation IN gives

  • Giving grew 128% from 2022 to 2025. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of all 6 itemized 2025 grant dollars.

Cities

SomersetMemphisLexingtonAshevilleBarbourvilleFairfieldNew YorkScience HillSwannanoaTaos

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K7 grants20204 grants20217 grants20223 grants20234 grants20246 grants2025

From 2020 to 2025, annual grant giving ranged from $3K (2020) to $26K (2025). In 2025 it made 6 grants totaling $26K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

University of Kentuckymacey Hudson: $10KUniversity of KentuckymaceyHudson$10KHearts with Hands: $10KHearts with Hands$10KMeals on Wheels: $5KMeals on Wheels$5KSt Jude: $600St Jude$600Breakthrough T1D: $210Breakthrough T1D$210Chill Out and Proud Somerset: $200Chill Out and Proud Somerset$200

The largest 2025 recipient was University of Kentuckymacey Hudson ($10K). Together the top 6 received $26K.

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 24 grants of 24 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Kentuckymacey Hudson Somerset, KYScholarship$10,000
Hearts with Hands Swannanoa, NCHurricane Relief$10,000
Meals on Wheels Asheville, NCDonation$5,000
St Jude Memphis, TNDonation for Research$600
Breakthrough T1D New York, NYDonation$210
Chill Out and Proud Somerset Somerset, KYDonation$200

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M202020212022202320242025
Metric202520242023
Total Assets$1,377,409$1,280,640$1,495,182
Revenue$20,684$24,021$6,282
Expenses$68,627$67,598$57,981
Qualifying Distributions$41,488$21,322$5,925
Net Investment Income$19,634$22,713$6,282
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

The Jones Educational Foundation IN is led by Sandra Simon, President since 2023 (on filings since 2020); none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Sandra Simon

    President

    Trustee → Chair & CEO, 2021

    Chair & CEO → President, 2023

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Bryan Denney

    Treasurer

    Director → Treasurer, 2023

    On filings since 2021

    5 hrs/week

    No compensation reported

  • Jenny Williams

    Vice President

    On filings since 2021

    5 hrs/week

    No compensation reported

  • Noah Polk

    Secretary

    Director → Secretary, 2023

    On filings since 2021

    5 hrs/week

    No compensation reported

Former officers (3)
  • Former: Ben Robertson (2020) — Treasurer
  • Former: Bishop Christine Deefholts (2020) — Vice President
  • Former: Sonya Jones (2020) — Chair & CEO

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.

Frequently asked questions about The Jones Educational Foundation IN

How much does The Jones Educational Foundation IN give each year?

The Jones Educational Foundation IN gave $26K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 4 grants.

What is The Jones Educational Foundation IN's typical grant size?

The Jones Educational Foundation IN's median grant in 2025 was $2,800, and its average grant was $4,335, across 6 grants on its 2025 IRS Form 990-PF.

Where does The Jones Educational Foundation IN give grants?

The Jones Educational Foundation IN gives mostly in North Carolina: 58% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Kentucky (39%). The most frequent recipient cities were Somerset, KY (2 grants).

Does The Jones Educational Foundation IN give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on The Jones Educational Foundation IN's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (3 grants).

Who are The Jones Educational Foundation IN's largest grantees?

The Jones Educational Foundation IN's largest 2025 grantees include University of Kentuckymacey Hudson ($10,000), Hearts with Hands ($10,000) and Meals on Wheels ($5,000), according to its 2025 IRS Form 990-PF. Together they received 96% of its itemized 2025 grant dollars.

How large is The Jones Educational Foundation IN?

The Jones Educational Foundation IN reported $1.4M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $21K.

What is The Jones Educational Foundation IN?

The Jones Educational Foundation IN is a private foundation focused on Education, based in Somerset, KY. It holds $1.4M in total assets as of 2025.

What is The Jones Educational Foundation IN's EIN?

The Jones Educational Foundation IN's EIN (Employer Identification Number) is 61-6312867. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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