Funder DirectoryCHARLES S JONES MEMORIAL TRUST
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Private foundation (trust)EIN 486166410Est. 1975-02

CHARLES S JONES MEMORIAL TRUST

DALLAS, TX 752653067

Total Assets

$9.6M

FY 2024

Annual Giving

$225K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$113K

FY 2024

Grant Range

$56K–$169K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$2.7M

Total Expenses

$585K

Qualifying Distributions

$305K

Distributable Amount

$406K

Min. Investment Return

$439K

Undistributed Income

$151K

Payout rate 75%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.75%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $273K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

14 grants

SHRINERS HOSPITALS FOR CHILDREN
$1.1M
7 grants
WOMEN'S WELSH CLUBS OF AMERICA
$367K
7 grants

Grant Size Distribution

14 grants

<$10K
$10–50K
3
grants
$50–250K
11
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Florida
$1.1M
75% of total
Ohio
$367K
25% of total

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CHARLES S JONES MEMORIAL TRUST — Grants, Financials & Contact | Grantivo