Bertha M Jones Charitable Trust

Bertha M Jones Charitable Trust is a charitable organization in Milwaukee, Wisconsin. Its tax id (EIN) is 39-6131048. It was granted tax-exempt status by IRS in August, 1969. For detailed information such as income and other financial data of Bertha M Jones Charitable Trust, refer to the following table.


Profile of Bertha M Jones Charitable Trust

Organization Name Bertha M Jones Charitable Trust
Tax Id (EIN)39-6131048
Address Po Box 634, Milwaukee, WI 53201-0634
In Care of Name Us Bank Na
All tax-exempt organizations in zip code 53201
Tax PeriodAssetIncomeRevenue
May, 2014$337,554$246,494$0
May, 2016$348,411$70,050$0
May, 2017$325,746$167,215$0
May, 2018$332,947$90,141$0
May, 2019$309,769$88,995$0
May, 2020$298,343$267,797$0
May, 2021$350,886$187,597$0
May, 2022$344,020$65,625$0
May, 2023$324,836$93,024$0
May, 2024$313,619$66,223$0
IRS Exempt Status Ruling Date August, 1969
Exempt Status Unconditional Exemption
Deductibility Contributions are deductible
Organization's purposes,
activities, & operations
Gifts, grants, or loans to other organizations
Foundation Type Private non-operating foundation
Organization Type Trust
Organization Classification Charitable Organization
Affiliation Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Primary Return(s) Required to File 990 - Not required to file (all other)
Private Foundation Filing Requirement Need to file 990-PF return
Asset Range Reported on Form 990$100,000 to 499,999
Income Range Reported on Form 990$25,000 to 99,999
Accounting Period 05