Homer A & Ida S Jones Trust

Bristol, TN
Tax-exempt since Jan. 1984
EIN: 58-1535978

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

Expenses

$3,641

Net Income

-$3,641

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,987	54.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Nell King Bieger (Trustee)	$0	$0
Diana J Mawhinney (Trustee)	$0	$0
Sara J Konhaus (Trustee)	$0	$0

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$2,540

Expenses

$456,803

Net Income

-$459,343

Net Assets

$3,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,683
Sales of Assets	-$9,223
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$447,797	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,641
Total Liabilities	$0
Net Assets	$3,641

Compensation

Key Employees and Officers	Compensation	Other
Nell King Bieger (Trustee)	$0	$0
Diana J Mawhinney (Trustee)	$0	$0
Sara J Konhaus (Trustee)	$0	$0

990-PF

Filed on Sept. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$35,111

Expenses

$189,071

Net Income

-$153,960

Net Assets

$462,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,409	26.8%
Sales of Assets	$25,702	73.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,260	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$462,985
Total Liabilities	$0
Net Assets	$462,985

Compensation

Key Employees and Officers	Compensation	Other
Nell King Bieger (Trustee)	$0	$0
Diana J Mawhinney (Trustee)	$0	$0
Sara J Konhaus (Trustee)	$0	$0

990-PF

Filed on May 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$118,240

Expenses

$223,537

Net Income

-$105,297

Net Assets

$616,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,727	7.4%
Sales of Assets	$109,513	92.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,800	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$616,945
Total Liabilities	$0
Net Assets	$616,945

Compensation

Key Employees and Officers	Compensation	Other
Nell King Bieger (Trustee)	$0	$0
Diana J Mawhinney (Trustee)	$0	$0
Sara J Konhaus (Trustee)	$0	$0

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$106,168

Expenses

$186,007

Net Income

-$79,839

Net Assets

$722,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,435	8.9%
Sales of Assets	$96,733	91.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,332	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$722,231
Total Liabilities	$1
Net Assets	$722,230

Compensation

Key Employees and Officers	Compensation	Other
Nell King Bieger (Trustee)	$0	$0
Diana J Mawhinney (Trustee)	$0	$0
Sara J Konhaus (Trustee)	$0	$0

990-PF

Filed on April 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$31,248

Expenses

$84,100

Net Income

-$52,852

Net Assets

$802,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,944	44.6%
Sales of Assets	$17,304	55.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,402	82.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$802,095
Total Liabilities	$1
Net Assets	$802,094

Compensation

Key Employees and Officers	Compensation	Other
Nell King Bieger (Trustee)	$0	$0
Diana J Mawhinney (Trustee)	$0	$0
Sara J Konhaus (Trustee)	$0	$0

990-PF

Filed on May 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$346,256

Expenses

$83,474

Net Income

$262,782

Net Assets

$856,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,380	5.0%
Sales of Assets	$328,876	95.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,685	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$856,131
Total Liabilities	$0
Net Assets	$856,131

Compensation

Key Employees and Officers	Compensation	Other
Nell King Bieger (Trustee)	$0	$0
Diana J Mawhinney (Trustee)	$0	$0
Sara J Konhaus (Trustee)	$0	$0

990-PF

Filed on April 18, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$53,466

Expenses

$71,184

Net Income

-$17,718

Net Assets

$593,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,007	31.8%
Sales of Assets	$36,224	67.8%
Other Income	$235	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,346	83.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$593,533
Total Liabilities	$0
Net Assets	$593,533

Compensation

Key Employees and Officers	Compensation	Other
Nell King Bieger (Trustee)	$0	$0
Diana J Mawhinney (Trustee)	$0	$0
Sara J Konhaus (Trustee)	$0	$0

990-PF

Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$57,993

Expenses

$172,837

Net Income

-$114,844

Net Assets

$611,376

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,526	30.2%
Sales of Assets	$40,467	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,525	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$611,376
Total Liabilities	$0
Net Assets	$611,376

Compensation

Key Employees and Officers	Compensation	Other
Nell King Bieger (Trustee)	$0	$0
Diana J Mawhinney (Trustee)	$0	$0
Sara J Konhaus (Trustee)	$0	$0

990-PF

Filed on May 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$14,185

Expenses

$109,387

Net Income

-$95,202

Net Assets

$708,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,045	> 100%
Sales of Assets	-$8,860
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,082	83.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$708,679
Total Liabilities	$0
Net Assets	$708,679

Compensation

Key Employees and Officers	Compensation	Other
Nell King Bieger (Trustee)	$0	$0
Diana J Mawhinney (Trustee)	$0	$0
Sara J Konhaus (Trustee)	$0	$0

990-PF

Filed on April 26, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$131,926

Expenses

$204,062

Net Income

-$72,136

Net Assets

$803,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,832	18.1%
Sales of Assets	$108,094	81.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,300	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$803,881
Total Liabilities	$0
Net Assets	$803,881

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$84,924

Expenses

$198,914

Net Income

-$113,990

Net Assets

$875,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,869	38.7%
Sales of Assets	$52,055	61.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,691	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$875,402
Total Liabilities	$0
Net Assets	$875,402

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$39,424

Expenses

$79,096

Net Income

-$39,672

Net Assets

$989,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,023	83.8%
Sales of Assets	$6,328	16.1%
Other Income	$72	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,629	83.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$989,392
Total Liabilities	$0
Net Assets	$989,392

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$246,495

Expenses

$69,792

Net Income

$176,703

Net Assets

$1,030,011

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$197,359	80.1%
Interest Revenue	$0
Dividends	$18,548	7.5%
Sales of Assets	$30,458	12.4%
Other Income	$129	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,337	79.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,030,011
Total Liabilities	$0
Net Assets	$1,030,011

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated April 20, 2026

Homer A & Ida S Jones Trust

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001