Private Foundation

BERTHA M JONES CHARITABLE TRUST

BERTHA M JONES CHARITABLE TRUST is a private foundation categorized as Private Foundation based in MILWAUKEE, WI. Its most recent IRS filing (2025) reports revenue of $40K, expenses of $25K, total assets of $329K. Imperigo tracks 8 reported grants from this foundation totaling approximately $135K.

EIN: 396131048 MILWAUKEE, WI Latest filing: 2025

Total Revenue$40K

Total Expenses$25K

Total Assets$329K

Grants Given8

Grant Total$135K

Filing Years2021–2025

Sample Grants Given

OSHKOSH AREA COMMUNITY FDN

OSHKOSH, WI · 2024

GENERAL OPERATING

$16,468

OSHKOSH AREA COMMUNITY FOUNDATION

OSHKOSH, WI · 2023

GENERAL OPERATING

$15,585

OSHKOSH AREA COMMUNITY FOUNDATION

OSHKOSH, WI · 2022

GENERAL OPERATING

$18,659

OSHKOSH AREA COMMUNITY FOUNDATION

OSHKOSH, WI · 2021

GENERAL OPERATING

$17,038

OSHKOSH AREA COMMUNITY FOUNDATION

OSHKOSH, WI · 2020

GENERAL OPERATING

$11,055

Showing up to 5 of 8 total records — full history available with membership.

Officers & Directors

TRUSTEE Us Bank N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$135,281 8 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$40K	$25K	$329K
2024	$12K	$23K	$314K
2023	$7K	$26K	$325K
2022	$20K	$27K	$344K
2021	$71K	$18K	$351K

Between 2021 and 2025, reported annual revenue declined from $71K to $40K (-43%), with total assets most recently reported at $329K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in WI.

Full geographic grant map with state-by-state breakdown available with membership.

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