Private foundation (trust)EIN 396131048Est. 1969-08
BERTHA M JONES CHARITABLE TRUST
MILWAUKEE, WI 537077900
Accepts unsolicited proposalsTotal Assets
$392K
FY 2023
Annual Giving
$16K
FY 2023
Grants Made
1
FY 2023
Avg Grant
$16K
FY 2023
Grant Range
$16K–$16K
Typical
Deadlines
April 1st of each year
Applications
Financial Snapshot
2023 filing
Total Revenue
$12K
Total Expenses
$23K
Qualifying Distributions
$18K
Distributable Amount
$19K
Min. Investment Return
$19K
Undistributed Income
$16K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
4 grants
Grant Size Distribution
4 grants
Geographic Focus
1 states
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