Katie M Jones Charitable Trust 22111400
EIN 387167844
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2017–2023
$74K
6 grants · $11K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$11K
typical small grants · $10K–$11K
grant size
100%
deep partner · 1/1 multi-year
repeat
$196K
Assets (2023)
1
Distinct Recipients
About
This entity is exempt from registration in PA.
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(215) 721-2549
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $21K | $209K | $9K | 1 |
| 2018 | $11K | $181K | $10K | 1 |
| 2019 | N/A | $203K | $13K | N/A |
| 2020 | $10K | $211K | $5K | 1 |
| 2021 | $10K | $230K | $16K | 1 |
| 2022 | $11K | $184K | $8K | 1 |
| 2023 | $10K | $196K | $9K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$10K
25th Pctl
$10K
Median
$11K
Average
$12K
75th Pctl
$11K
Maximum
$21K
Geographic Distribution
Officers & Directors
UB
Univest Bank
6 yrs
Trustee
UB
Univest Bank
6 yrs
Trustee
UB
Univest Bank
6 yrs
Trustee
UB
Univest Bank
6 yrs
Trustee
UB
Univest Bank
6 yrs
Trustee
UB
Univest Bank
6 yrs
Trustee
UC
Univest bank and Trust Co
Trustee
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| Trinity Great Swamp United Church of Chr | Spinnerstown, PA | $21,166 | GENERAL | 2017 |
| Trinity Great Swamp United Church of Chr | Spinnerstown, PA | $11,439 | GENERAL | 2018 |
| Trinity Great Swamp United Church of Chr | Spinnerstown, PA | $10,740 | GENERAL | 2022 |
| Trinity Great Swamp United Church of Chr | Spinnerstown, PA | $10,409 | GENERAL | 2023 |
| Trinity Great Swamp United Church of Chr | Spinnerstown, PA | $9,925 | GENERAL | 2021 |
| Trinity Great Swamp United Church of Chr | Spinnerstown, PA | $9,883 | GENERAL | 2020 |