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BERTHA M JONES CHARITABLE TRUST

MILWAUKEE, Wisconsin, 53201

EIN: 39-6131048

Gifts grants or loans to other organizations
Scholarships other

DEMOGRAPHIC

ADDRESS
PO BOX 634
53201
COUNTY
milwaukee county, WI
IN CARE OF NAME
US BANK NA

ORGANIZATIONAL OVERVIEW & RANKINGS

BERTHA M JONES CHARITABLE TRUST is a based in MILWAUKEE, WI . Established in August 1969, it operates as an independent trust and contributions to this organization are tax-deductible .

With total assets of $324,836.00, this ranks 346,598 among 2,656,690 nonprofits nationally (Top 14%), demonstrating significant financial capacity relative to its peers. At the state level, it stands at 7,966 out of 53,071 organizations in WI (Top 16%).

In milwaukee county, WI, the organization ranks 2,222 out of 9,360 nonprofits by assets (Top 24%), while locally in milwaukee, it stands at 1,954 among 7,144 organizations (Top 28%).

The organization reported no revenue in the most recent filing period, placing it at 1,874,890 nationally and 38,371 in WI.

Within its specific NTEE classification ( - N/A), which includes 781,348 similar organizations, BERTHA M JONES CHARITABLE TRUST ranks 108,430 in assets (Top 14%) and 776,515 in revenue (Top 100%).

The organization files a 990 - Not required to file(all other) and operates on a April fiscal year.

CLASSIFICATION

ORGANIZATION CODE
2: Trust
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
Gifts grants or loans to other organizations
Scholarships other
NTEE COMMON CODE
N/A
NTEE CODE
N/A
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A

FINANCIALS

TAX PERIOD
05/2023
ACCOUNTING PERIOD
05
INCOME CODE
3: $25,000 to $99,999
INCOME AMOUNT
$93,024.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
08/1969
ASSET CODE
4: $100,000 to $499,999
ASSET AMOUNT
$324,836.00
FILING REQUIREMENT CODE
990 - Not required to file(all other)
PF FILING REQUIREMENT CODE
990-PF return

Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.

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