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EIN 27-6589503

Margery Jones Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Monroe
State
Connecticut
Year formed
2010
Most recent tax filings
2023-09-01
NTEE code, primary
T20: Private Foundations
Description
The Margery Jones Charitable Trust funds theatre presentation to children on bulllying, rescue mission, single mothers, housing, training, feeding poor, homeless teens, helping and training homeless. The purpose is to provide money for charitable grants. Grantees include Shelton Public Schools Foundation and others. The trust made 11 grants last year. It is a private foundation located in Mercer Island, WA.
Also known as...
Margery Jones Charitable Trust; Fredric Parry Sjoholm Ttee
Total revenues
$1,875
2023
Total expenses
$355
2023
Total assets
$128,170
2023
Num. employees
0
2023

Program areas at Margery Jones Trust

N a
Excluded from gross income by section 103

Grants made by Margery Jones Trust

GranteeGrant descriptionAmount
Taproot Theatre CompanyTheater Presentation To School Children on Bullying$42,000
Everett Gospel MissionRescue Mission for Single Mothers$42,000
Turning Pointe Survivor Advocacy CenterAiding Victims of Domestic Violence$40,000
...and 4 more grants made

Personnel at Margery Jones Trust

NameTitleCompensation
Pamela J RudeenDirector$0

Financials for Margery Jones Trust

RevenuesFYE 09/2023
Total grants, contributions, etc.$0
Investment income and dividends$1,228
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$647
Total revenues$1,875

Form 990s for Margery Jones Trust

Fiscal year endingDate received by IRSFormPDF link
2023-092024-02-17990PFView PDF
2022-092023-02-15990PFView PDF
2021-092022-08-08990PFView PDF
2020-092022-04-19990PFView PDF
2019-092021-08-19990PFView PDF
...and 8 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 19, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 13, 2023
Updated personnel
Identified 1 new personnel
February 3, 2023
Posted financials
Added Form 990PF for fiscal year 2020
February 28, 2022
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Homelessness
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
316 Hattertown Rd
Monroe, CT 06468
Metro area
Bridgeport-Stamford-Norwalk, CT
County
09120
Phone
(206) 236-6121
IRS details
EIN
27-6589503
Fiscal year end
September
Taxreturn type
Form 990-PF
Year formed
2010
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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