Bertha M Jones Charitable Trust
EIN 396131048 Private FoundationTotal Given 2017–2024
$130K
7 grants · $16K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$17K
typical small grants · $13K–$22K
grant size
100%
deep partner · 1/1 multi-year
repeat
$392K
Assets (2024)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
OSHKOSH AREA COMMUNITY FOUNDATION
Phone
(920) 424-4273
Deadlines
APRIL 1ST OF EACH YEAR
How to Apply
WRITTEN
Restrictions
HIGH SCHOOL STUDENTS WITH INSUFFICENT FINANCIAL ABILITY WHO WANT TO PURSUE HIGHER EDUCATION BEYOND HIGH SCHOOL
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $26K | $366K | $12K | 1 |
| 2018 | $8K | $388K | $22K | 1 |
| 2019 | $34K | $347K | $17K | 1 |
| 2020 | N/A | $334K | $11K | N/A |
| 2021 | $11K | $432K | $71K | 1 |
| 2022 | $17K | $380K | $20K | 1 |
| 2023 | $19K | $351K | $7K | 1 |
| 2024 | $16K | $392K | $12K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$8K
25th Pctl
$13K
Median
$17K
Average
$19K
75th Pctl
$22K
Maximum
$34K
Geographic Distribution
Officers & Directors
UA
Us Bank N a
Trustee
UN
Us Bank Na
7 yrs
Trustee
UN
Us Bank Na
7 yrs
Trustee
UN
Us Bank Na
7 yrs
Trustee
UN
Us Bank Na
7 yrs
Trustee
UN
Us Bank Na
7 yrs
Trustee
UN
Us Bank Na
7 yrs
Trustee
UN
Us Bank Na
7 yrs
Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| Oshkosh Area Community Foundation | Oshkosh, WI | $33,573 | GENERAL OPERATING | 2019 |
| Oshkosh Area Community Foundation | Oshkosh, WI | $26,160 | GENERAL OPERATING | 2017 |
| Oshkosh Area Community Foundation | Oshkosh, WI | $18,659 | GENERAL OPERATING | 2023 |
| Oshkosh Area Community Foundation | Oshkosh, WI | $17,038 | GENERAL OPERATING | 2022 |
| Oshkosh Area Community Foundation | Oshkosh, WI | $15,585 | GENERAL OPERATING | 2024 |
| Oshkosh Area Community Foundation | Oshkosh, WI | $11,055 | GENERAL OPERATING | 2021 |
| Oshkosh Area Community Foundation | Oshkosh, WI | $8,172 | GENERAL OPERATING | 2018 |
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