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Richard & Kathie Ann Jones Charitable Trust is a private corporation based in MILWAUKEE, WI. The foundation received its IRS ruling in 1978. It holds total assets of $1.1M. Annual income is reported at $286K. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2023. According to available records, Richard & Kathie Ann Jones Charitable Trust has made 8 grants totaling $251K, with a median grant of $24K. Annual giving has grown from $47K in 2021 to $62K in 2023. Grantmaking activity was highest in 2022 with $142K distributed across 4 grants. Individual grants have ranged from $2K to $69K, with an average award of $31K. The foundation has supported 2 unique organizations. Grants have been distributed to organizations in Washington and Virginia. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Richard & Kathie Ann Jones Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in WA, VA.
Richard & Kathie Ann Jones Charitable Trust has distributed a total of $251K across 8 grants. The median grant size is $24K, with an average of $31K. Individual grants have ranged from $2K to $69K.
Richard & Kathie Ann Jones Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Richard & Kathie Ann Jones Charitable Trust is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mufg Union Bank N A | TRUSTEE | $18K | $0 | $18K |
Total Giving
$80K
Total Assets
$1M
Fair Market Value
$1.2M
Net Worth
$1M
Grants Paid
$62K
Contributions
N/A
Net Investment Income
$54K
Distribution Amount
$60K
Total: $233K
Total Grants
8
Total Giving
$251K
Average Grant
$31K
Median Grant
$24K
Unique Recipients
2
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Seattle UniversityEDUCATIONAL | Seattle, WA | $60K | 2023 |
| American Society Of Civil EngineersGENERAL OPERATING | Reston, VA | $2K | 2023 |