Bertha M Jones Charitable Trust
- Assets
- $344.0k
- Revenue
- $20.4k
- Investments
- $339.6k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 08/1969
- Data as of
- 05/2022
- EIN
- 39-6131048
Organization Overview
Bertha M Jones Charitable Trust is located in Milwaukee, WI. The organization was established in 1969. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bertha M Jones Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2022, Bertha M Jones Charitable Trust generated $20.4k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.6% each year. All expenses for the organization totaled $27.3k during the year ending 05/2022. While expenses have increased by 6.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $8,598 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,787 |
| Capital Gain Net Income | $11,787 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2 |
| Total Revenue | $20,387 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $6,885 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,830 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $10,215 |
| Contributions, gifts, grants paid | $17,038 |
| Total expenses and disbursements | $27,253 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $4,393 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $339,627 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $344,020 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Klaff Family Foundation Chicago, IL | $171,629,374 | $12,167,429 |
The Steve & Amy Van Andel Foundation Grand Rapids, MI | $111,040,892 | $8,504,096 |
Wing Shadow Foundation Ada, MI | $89,908,464 | $23,772,931 |
Charles E Lakin Foundation Inc Council Bluffs, IA | $146,415,136 | $18,758,116 |
The Pritzker Pucker Family Foundation Chicago, IL | $63,807,485 | $11,921,924 |
David And Janis Larson Foundation Minneapolis, MN | $131,263,001 | -$404,078 |
Carls Foundation Bloomfield Hills, MI | $120,507,770 | $14,280,001 |
The Jennings Family Foundation Edina, MN | $20,317,059 | $4,027,228 |
Sunshine Charitable Foundation Libertyville, IL | $0 | $4,219,972 |
Tracy Family Foundation Mt Sterling, IL | $19,754,710 | $6,714,098 |
Chicagobeyond Inc Chicago, IL | $1,837,444 | $0 |
The David And Carol Van Andel Family Foundation Grand Rapids, MI | $107,851,670 | $8,218,571 |