Homer A and Ida S Jones Trust
https://None
$4K
Total Assets (2023)
$445K
Total Giving (2023)
3
Grants on File (2023–2023)
$148K
Avg Grant Size
About
There was a substantial contraction that occurred in December 2023 when the Trustees distributed the majority of the trust assets to two separate donor-advised funds held at Charles Schwab. $212,641 was distributed to Schwab Charitable Donor-Advised Fund for Diana Jones Charitable Account, of which Co-Trustee Diana Mawhinney is an advisor; and $171,235 was distributed to Schwab Charitable Donor-Advised Fund for Homer and Ida Jones Charitable Fund, of which co-Trustee Sara Konhaus is an advisor. None of the distributions were counted toward the required qualifying distributions for 2023. Assets consisting of various stocks, bonds and mutual funds were distributed in kind on December 5, 2023, and December 6, 2023.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
Global Projects for Peace
Phone
4237645535
Grant Size Distribution
Min: $61K
Median: $171K
Avg: $148K
Max: $213K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| Nell King Bieger | Trustee | — |
| Diana J Mawhinney | Trustee | — |
| Sara J Konhaus | Trustee | — |
Grants Awarded (3 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| Schwab Charitable Donor-Advised Fd | San Francisco, CA | $212,641 | General Charitable Purposes | 2023 |
| Schwab Charitable Donor-Advised Fd | San Francisco, CA | $171,235 | General Charitable Purposes | 2023 |
| Global Projects for Peace | Fairfield, IA | $61,000 | Consciousness-Based Projects | 2023 |