Well Told Grants

Foundations / Wisconsin

Bertha M Jones Charitable Trust

Accepts applications Milwaukee, Wisconsin · EIN 396131048

Bertha M Jones Charitable Trust is a private foundation in Milwaukee, Wisconsin. In tax year 2024 it gave $16,468 in 1 grant; the typical grant was $16,468 and the largest $16,468. It accepts applications; its filing gives the instructions below.

From its IRS Form 990-PF for tax year 2024.

Giving in 2024 was up from $15,585 the year before.

100% of its 2024 grantees had not received a grant from it the year before, a sign it is open to new organizations.

Giving by year

Tax yearGrants paidNumber of grantsAssets
2023$15,5851$391,648
2024$16,4681$406,337

How to apply

ContactOshkosh Area Community Foundation
404 N Main Street Ste 205, Oshkosh, WI 54901-4902
Phone or email(920) 426-3993
What to submitWritten
DeadlinesApril 1st of each year
RestrictionsHigh school students with insufficent financial ability who want to pursue higher education beyond high school

As written in the foundation's IRS filing for tax year 2024. Details may have changed since.

IRS filings on ProPublica

Where it gives

All of its grants went to recipients in Wisconsin.

StateGrantsAmount
Wisconsin1$16,468

Grants paid in 2024

All 1 grants
RecipientPurposeAmount
Oshkosh Area Community Fdn
Oshkosh, WI
General operating$16,468

Officers and trustees

As listed in Part VIII of the 2024 filing.

Questions people ask

Does Bertha M Jones Charitable Trust accept grant applications?

Yes. Its latest IRS filing says it accepts applications, with this on deadlines: April 1st of each year.

How much does Bertha M Jones Charitable Trust give?

$16,468 in tax year 2024, across 1 grant, with a typical grant of $16,468.

Who runs Bertha M Jones Charitable Trust?

Its 2024 filing lists US Bank N A (Trustee).

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