ELIZABETH JONES CHISHOLM CHARITABLE TRUST
Active since 2016
8 years of giving · $221K given
Funds 7 distinct recipients
100% repeat rate · 7 funded in 2+ years
$770K
Total Assets (2021)
$28K
Avg Yearly Giving (2016–2023)
$221K
Giving on File
(8 yrs)
(8 yrs)
49
Grants on File
$5K
Avg Grant Size
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
4142712400
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $28K | $622K | $-18K | 7 |
| 2017 | $29K | $679K | $32K | 7 |
| 2018 | $30K | $590K | $21K | 7 |
| 2020 | $30K | $718K | $16K | 7 |
| 2021 | $35K | $770K | $81K | 7 |
| 2022 | $34K | $604K | $26K | 7 |
| 2023 | $34K | $673K | $28K | 7 |
Grant Size Distribution
Based on 49 grants on record
Minimum
$500
25th Pctl
$1K
Median
$4K
Average
$5K
75th Pctl
$8K
Maximum
$10K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| PHILIP H JONES | TRUSTEE | — |
| MILO C JONES | TRUSTEE | — |
| GEORGE A DIONISOPOULOS | TRUSTEE | — |
| RICHARD S GALLAGHER | TRUSTEE | — |
| EDWARD C JONES | TRUSTEE | — |
Grants Awarded (49 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| ROCK RIVER HERITAGE INC | FORT ATKINSON, WI | $10,000 | GENERAL | 2017 |
| ROCK RIVER HERITAGE INC | FORT ATKINSON, WI | $10,000 | GENERAL | 2020 |
| ROCK RIVER HERITAGE INC | FORT ATKINSON, WI | $10,000 | GENERAL | 2023 |
| ROCK RIVER HERITAGE INC | FORT ATKINSON, WI | $10,000 | GENERAL | 2018 |
| ROCK RIVER HERITAGE INC | FORT ATKINSON, WI | $10,000 | GENERAL | 2016 |
| ROCK RIVER HERITAGE INC | FORT ATKINSON, WI | $10,000 | GENERAL | 2021 |
| ROCK RIVER HERITAGE INC | FORT ATKINSON, WI | $10,000 | GENERAL | 2022 |
| FORT ATKINSON COMMUNITY FOUNDATION | FORT ATKINSON, WI | $8,500 | ELIZABETH JONES CHISHOLM DONOR-ADVISED FUND | 2023 |
| FORT ATKINSON COMMUNITY FOUNDATION | FORT ATKINSON, WI | $8,500 | ELIZABETH JONES CHISHOLM DONOR-ADVISED FUND | 2021 |
| FORT ATKINSON COMMUNITY FOUNDATION | FORT ATKINSON, WI | $8,500 | ELIZABETH JONES CHISHOLM DONOR-ADVISED FUND | 2022 |
| ST PETER'S EPISCOPAL CHRUCH | FORT ATKINSON, WI | $8,000 | GENERAL | 2023 |
| ST PETER'S EPISCOPAL CHRUCH | FORT ATKINSON, WI | $8,000 | GENERAL | 2022 |
| ST PETER'S EPISCOPAL CHRUCH | FORT ATKINSON, WI | $8,000 | GENERAL | 2020 |
| ST PETER'S EPISCOPAL CHRUCH | FORT ATKINSON, WI | $8,000 | GENERAL | 2021 |
| ST PETER'S EPISCOPAL CHRUCH | FORT ATKINSON, WI | $7,000 | GENERAL | 2018 |
| ST PETER'S EPISCOPAL CHRUCH | FORT ATKINSON, WI | $7,000 | GENERAL | 2017 |
| ST PETER'S EPISCOPAL CHRUCH | FORT ATKINSON, WI | $6,500 | GENERAL | 2016 |
| FORT ATKINSON HISTORICAL SOCIETY | FORT ATKINSON, WI | $5,500 | UNRESTRICTED AND SPECIAL PROGRAMING | 2018 |
| FORT ATKINSON HISTORICAL SOCIETY | FORT ATKINSON, WI | $5,500 | UNRESTRICTED AND SPECIAL PROGRAMING | 2016 |
| FORT ATKINSON HISTORICAL SOCIETY | FORT ATKINSON, WI | $5,500 | UNRESTRICTED AND SPECIAL PROGRAMING | 2017 |
| FORT ATKINSON HISTORICAL SOCIETY | FORT ATKINSON, WI | $5,000 | UNRESTRICTED AND SPECIAL PROGRAMING | 2021 |
| FORT ATKINSON HISTORICAL SOCIETY | FORT ATKINSON, WI | $5,000 | UNRESTRICTED AND SPECIAL PROGRAMING | 2020 |
| FORT ATKINSON COMMUNITY FOUNDATION | FORT ATKINSON, WI | $4,202 | ELIZABETH JONES CHISHOLM DONOR-ADVISED FUND | 2018 |
| FORT ATKINSON HISTORICAL SOCIETY | FORT ATKINSON, WI | $4,000 | UNRESTRICTED AND SPECIAL PROGRAMING | 2022 |
| FORT ATKINSON HISTORICAL SOCIETY | FORT ATKINSON, WI | $4,000 | UNRESTRICTED AND SPECIAL PROGRAMING | 2023 |