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Foundation Dossiers

Wisconsin · Private foundation

Bertha M Jones Charitable Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$16k
Granted FY2025(still arriving)
1
Grants FY2025
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Read this first · the figures below need context

100% of Bertha M Jones Charitable Trust’s FY2025 grant dollars went to The Oshkosh Area Community Foundation Corporation, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 0 organizations directly, so a portfolio cannot be read from it.

Organizations named directly on the return

0
’17
0
’18
0
’19
0
’20
0
’21
0
’22
0
’23
0
’24
0
’25

Amber years are those where most dollars went to a sponsor.

Median grant, FY2025
$16,468
Largest grant, FY2025
$16,468
States reached, FY2025
1
Total assets, FY2025
$329k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Philanthropy$161k

Top grantees

Largest grants in FY2025.

OSHKOSH AREA COMMUNITY FDN$16,468

Compare Bertha M Jones Charitable Trust with peer funders

About Bertha M Jones Charitable Trust

How much does Bertha M Jones Charitable Trust give?
Bertha M Jones Charitable Trust reported 1 grants totaling $16,468 in its FY2025 IRS filing.
What does Bertha M Jones Charitable Trust fund?
By grant dollars, its largest causes are Philanthropy (100%).
Does Bertha M Jones Charitable Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Where is Bertha M Jones Charitable Trust based?
Bertha M Jones Charitable Trust is based in WI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 1 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home