W David and Mary L Jones Foundation Inc

GREEN BAY, WI EIN: 83-2820822

W David and Mary L Jones Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREEN BAY, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $609K in total assets. In 2024, it awarded 2 grants totaling $30K. Net investment income was $36K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$609K

+17.9% YoY

Annual Giving

$30K

-25.0% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$15K

-62.5% YoY

Under IRS private-foundation payout rules, W David and Mary L Jones Foundation Inc reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About W David and Mary L Jones Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $180K (100%)

States

Wisconsin

Cities

Green BayMilwaukee

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$609,487	$516,927	$316,387
Revenue	$42,890	$176,277	$7,142
Expenses	$35,341	$44,647	$1,752
Qualifying Distributions	$31,250	$41,500	—
Net Investment Income	$36,299	$21,630	$5,390
Distributable Amount	$28,290	$16,704	$16,831

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Medical College of Wisconsin ($15,000), Bellin College of Nursing ($15,000).

Recipient	Purpose	Amount
MEDICAL COLLEGE OF WISCONSIN MILWAUKEE, WI	TO SUPPORT DAILY OPERATIONS.	$15,000
BELLIN COLLEGE OF NURSING GREEN BAY, WI	TO SUPPORT DAILY OPERATIONS.	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WILLIAM DAVID JONES	PRESIDENT/TREASURER	—	—
MARY L JONES	VICE PRESIDENT	—	—
DAVID C JONES	SECRETARY	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is W David and Mary L Jones Foundation Inc?

W David and Mary L Jones Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREEN BAY, WI. It holds $609K in total assets as of 2024.

How large is W David and Mary L Jones Foundation Inc?

As of 2024, W David and Mary L Jones Foundation Inc holds $609K in total assets with $43K in annual revenue. It awarded 2 grants totaling $30K in 2024.

Where does W David and Mary L Jones Foundation Inc operate?

W David and Mary L Jones Foundation Inc has awarded grants in Wisconsin.

What size grants does W David and Mary L Jones Foundation Inc award?

In 2024, W David and Mary L Jones Foundation Inc awarded 2 grants totaling $30K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is W David and Mary L Jones Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, W David and Mary L Jones Foundation Inc reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is W David and Mary L Jones Foundation Inc's EIN?

W David and Mary L Jones Foundation Inc's EIN (Employer Identification Number) is 83-2820822. IRS Form 990 filing data is available on this page for 2020–2024.