Jones Bertram G Char Trust
EIN 316022709 Private FoundationAbout
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
Focus Areas
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $58K | $1.2M | $86K | 7 |
| 2019 | N/A | $1.4M | $55K | N/A |
| 2020 | $141K | $1.4M | $52K | 7 |
| 2021 | $88K | $1.5M | $119K | 8 |
| 2022 | $20K | $1.2M | $71K | 7 |
| 2023 | $88K | $1.3M | $53K | 8 |
Grant Size Distribution
Based on 37 grants on record
Geographic Distribution
Officers & Directors
Grants Awarded (37 total)
| Purpose | ||||
|---|---|---|---|---|
| National Home for Aged Welsh | Rocky River, OH | $23,480 | GENERAL OPERATING | 2020 |
| Kenyon College | Gambier, OH | $23,480 | SCHOLARSHIPS | 2020 |
| Oberlin College | Oberlin, OH | $23,480 | SCHOLARSHIPS | 2020 |
| Ohio Wesleyan University | Delaware, OH | $23,480 | SCHOLARSHIPS | 2020 |
| Denison University | Granville, OH | $23,480 | SCHOLARSHIPS | 2020 |
| Pilot Dogs Inc | Columbus, OH | $23,480 | GENERAL OPERATING | 2020 |
| National Home for Aged Welsh | Rocky River, OH | $14,571 | GENERAL OPERATING | 2023 |
| Denison University | Granville, OH | $14,571 | SCHOLARSHIPS | 2023 |
| Kenyon College | Gambier, OH | $14,571 | SCHOLARSHIPS | 2023 |
| Ohio Wesleyan University | Delaware, OH | $14,571 | SCHOLARSHIPS | 2023 |
| Oberlin College | Oberlin, OH | $14,571 | SCHOLARSHIPS | 2023 |
| Denison University | Granville, OH | $13,579 | SCHOLARSHIPS | 2021 |
| Kenyon College | Gambier, OH | $12,825 | SCHOLARSHIPS | 2021 |
| Ohio Wesleyan University | Delaware, OH | $12,825 | SCHOLARSHIPS | 2021 |
| The Welfare of the Indigent Blind | Columbus, OH | $12,825 | GENERAL OPERATING | 2021 |
| Oberlin College | Oberlin, OH | $12,391 | SCHOLARSHIPS | 2021 |
| National Home for Aged Welsh | Rocky River, OH | $12,071 | GENERAL OPERATING | 2021 |
| Welsh Society of Central Ohio | Columbus, OH | $10,645 | GENERAL OPERATING | 2021 |
| Vision Center of Central Ohio | Columbus, OH | $10,452 | GENERAL OPERATING | 2023 |
| Pilot Dogs Inc | Columbus, OH | $9,628 | WELFARE OF THE INDIGENT | 2018 |
| National Home for Aged Welsh | Rocky River, OH | $9,628 | FURNISH, MAINTAIN & SUPPORT | 2018 |
| Denison University | Granville, OH | $9,628 | LOANS TO STUDENTS OF WELSH, | 2018 |
| Ohio Wesleyan University | Delaware, OH | $9,628 | LOAN TO STUDENTS OF WELSH, | 2018 |
| Kenyon College | Gambier, OH | $9,628 | LOAN TO STUDENTS OF WELSH, | 2018 |
| Oberlin College | Oberlin, OH | $9,628 | LOAN TO STUDENT OF WELSH, | 2018 |
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