MARGERY JONES TR

Cite this

Plain text MARGERY JONES TR. furp.org, nonprofit organization profile, tax years 2014–2023. https://furp.org/org/margery-jones-tr-276589503. Retrieved 2026-10-31.

APA furp.org. (n.d.). MARGERY JONES TR [Nonprofit organization profile; tax years 2014–2023]. Retrieved October 31, 2026, from https://furp.org/org/margery-jones-tr-276589503

MLA “MARGERY JONES TR.” furp.org, tax years 2014–2023, https://furp.org/org/margery-jones-tr-276589503. Accessed 31 Oct. 2026.

Retrieved 2026-10-31; covers tax years 2014–2023. Data: furp.org, CC BY 4.0.

2023 · Form 990PF · revenue $2K · expenses $376 · assets $130K

EIN
27-6589503
Address
316 HATTERTOWN RD, MONROE, CT 06468-4219
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
November 2010 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 4 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Christopher Sjoholm Trustee2014-2023 2 $0 reported 1
Doris E Temple Director2014-2023 0 $0 reported 1
Pamela Rudeen Director2020-2023 2 $0 reported 1
Fredric P Sjoholm (former) Director2014-2021 1 $0 reported 1

People by year

2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Christopher Sjoholm Trustee2 $0-$0 $01
Doris E Temple Director0 $0-$0 $01
Pamela Rudeen Director2 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Christopher Sjoholm Trustee2 $0-$0 $01
Doris E Temple Director0 $0-$0 $01
Pamela Rudeen Director2 $0-$0 $01
2021 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Fredric P Sjoholm Director1 $0-$0 $01
Christopher Sjoholm Trustee2 $0-$0 $01
Doris E Temple Director0 $0-$0 $01
Pamela Rudeen Director2 $0-$0 $01
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Fredric P Sjoholm Director1 $0-$0 $01
Christopher Sjoholm Trustee2 $0-$0 $01
Doris E Temple Director0 $0-$0 $01
Pamela Rudeen Director2 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Fredric P Sjoholm Trustee4 $0-- $01
Christopher Sjoholm Director0 $0-- $01
Doris E Temple Director0 $0-- $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Fredric P Sjoholm Trustee4 $0-- $01
Christopher Sjoholm Director0 $0-- $01
Doris E Temple Director0 $0-- $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Fredric P Sjoholm Trustee5 $0-- $01
Christopher Sjoholm Director0 $0-- $01
Doris E Temple Director0 $0-- $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Fredric P Sjoholm Trustee5 $0-- $01
Christopher Sjoholm Director0 $0-- $01
Doris E Temple Director0 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2021 · 0 grants to organizations · $0 · 11 grants to individuals · $388K
2020 · 0 grants to organizations · $0 · 11 grants to individuals · $10.4M
2017 · 11 grants to organizations · $429K
2016 · 11 grants to organizations · $397K
2015 · 11 grants to organizations · $392K
2014 · 12 grants to organizations · $382K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990PF period ending 2024-09-30 · view filing · original 990 ↗
$1,739$376 $129,708$128,995 -- $0--
2022 · Form 990PF period ending 2023-09-30 · view filing · original 990 ↗
$1,875$355 $128,170$127,632 $0- $0--
2021 · Form 990PF period ending 2022-09-30 · view filing · original 990 ↗
$1,749$388,597 $126,526$126,112 $0- $0--
2020 · Form 990PF period ending 2021-09-30 · view filing · original 990 ↗
$6,009,902$10,517,479 $595,034$512,960 $0- $0--
2017 · Form 990PF period ending 2018-09-30 · view filing · original 990 ↗
$256,775$475,945 $4,916,102$4,916,102 -- ---
2016 · Form 990PF period ending 2017-09-30 · view filing · original 990 ↗
$264,421$443,676 $5,135,272$5,135,272 -- ---
2015 · Form 990PF period ending 2016-09-30 · view filing · original 990 ↗
$309,517$434,030 $5,314,527$5,314,527 -- ---
2014 · Form 990PF period ending 2015-09-30 · view filing · original 990 ↗
$255,325$427,770 $5,420,138$5,419,760 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MATTEO FAMILY FOUNDATIONCTT22 $1,000$10 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
MCFADDEN FAMILY FOUNDATIONCTT22 $1,149$5,300 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
ONE SMALL STEP FOUNDATIONCTT22 $2,888$58,805 Secretary$15,809 Same NTEE code T22, revenue within 2x, same state
TITOLO FAMILY FOUNDATION INCCTT22 $2,034$12,406 DIRECTOR AND PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
CW MEIS FAMILY FOUNDATION INCCTT22 $1,050$1,050 CEO$0 Same NTEE code T22, revenue within 2x, same state
SHAWN REEDER MEMORIAL SCHOLARSHIP FUNDCTT22 $1,025$1,027 FATHER$0 Same NTEE code T22, revenue within 2x, same state
RUTH ANGELINE WHITLEY MEMORIALFOUNDATION INCCTT22 $2,797$25,000 Asst. Secretary$0 Same NTEE code T22, revenue within 2x, same state
BENJAMINS LOVE INCCTT22 $1,900$2,046 CEO$0 Same NTEE code T22, revenue within 2x, same state
NIBLACK FOUNDATIONCTT22 $1,575$32,035 Trustee$0 Same NTEE code T22, revenue within 2x, same state
ASK FAMILY FOUNDATIONCTT22 $2,011$25,450 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
IRONOAK FOUNDATION INCCTT22 $2,324$7,494 President Treasurer$0 Same NTEE code T22, revenue within 2x, same state
GILBERT FAMILY FOUNDATIONCTT22 $1,265$0 PRESIDENT / DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
LONG WATCH FOUNDATION INCCTT22 $1,000$250 President$0 Same NTEE code T22, revenue within 2x, same state
ADOLF AND VIRGINIA DEHN FOUNDATIONCTT22 $900$10,575 Trustee$0 Same NTEE code T22, revenue within 2x, same state
MAXIMUS JONES RAYNOR FOUNDATIONTNT22 $1,500$1,500 President$0 Same NTEE code T22, revenue within 2x
MARY M GETTINOKST22 $1,466$15,083 TRUSTEE$0 Same NTEE code T22, revenue within 2x
JOHN AND MARY EADS FOUNDATIONTXT22 $2,301$2,300 PRESIDENT AND TREASURER$0 Same NTEE code T22, revenue within 2x
JONES SARIN SEWALD FAMILY FOUNDATIONNVT22 $1,589$3,602 PRESIDENT, DIRECTOR$0 Same NTEE code T22, revenue within 2x
JOHN MICHAEL WILLIAMS CHARITABLE TRFLT22 $2,655$3,996 Trustee$0 Same NTEE code T22, revenue within 2x
ALAN AND MARY JO LINCOLN SCHOLARSHIP FUNDPAT22 $2,500$1,510 President & CEO$0 Same NTEE code T22, revenue within 2x
FRANCES M ROBERSON CHARITABLE TRTXT22 $2,387$5,927 TRUSTEE$1,062 Same NTEE code T22, revenue within 2x
CHARLES HOYT JONES SCHOLARSHIP FOUNDATION INCALT22 $2,550$2,000 PRESIDENT$0 Same NTEE code T22, revenue within 2x
FOUNDATION TRFLT22 $1,068$2,090 TRUSTEE$990 Same NTEE code T22, revenue within 2x
WILLIAM & MARY SWIFT FOUNDATIONMIT22 $2,495$2,370 PRESIDENT$0 Same NTEE code T22, revenue within 2x
TRAMMO FOUNDATION TRNYT22 $1,800$1,800 TRUSTEE$0 Same NTEE code T22, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
AMAZONSMILE FOUNDATION Private foundation$381 12023–2023 BENJAMINS LOVE INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2023 · Form 990PF · $376 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $376 100.0%
Total$376100%

View the filing

2022 · Form 990PF · $355 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $355 100.0%
Total$355100%

View the filing

2021 · Form 990PF · $388,597 spent · pay $0 · grants $388,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $388,000 99.8%
Other expenses $546 0.1%
Interest $44 0.0%
Taxes $7 0.0%
Total$388,597100%

View the filing

2020 · Form 990PF · $10,517,479 spent · pay $0 · grants $10,430,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,430,000 99.2%
Taxes $83,004 0.8%
Other expenses $4,475 0.0%
Total$10,517,479100%

View the filing

2017 · Form 990PF · $475,945 spent · pay $0 · grants $429,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $429,000 90.1%
Fees: other professional $43,619 9.2%
Taxes $3,179 0.7%
Other expenses $147 0.0%
Total$475,945100%

View the filing

2016 · Form 990PF · $443,676 spent · pay $0 · grants $397,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $397,000 89.5%
Fees: other professional $41,675 9.4%
Taxes $4,779 1.1%
Fees: legal $173 0.0%
Other expenses $49 0.0%
Total$443,676100%

View the filing

2015 · Form 990PF · $434,030 spent · pay $0 · grants $392,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $392,000 90.3%
Fees: other professional $38,764 8.9%
Taxes $3,197 0.7%
Other expenses $69 0.0%
Total$434,030100%

View the filing

2014 · Form 990PF · $427,770 spent · pay $0 · grants $382,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $382,000 89.3%
Fees: other professional $40,927 9.6%
Taxes $4,720 1.1%
Other expenses $123 0.0%
Total$427,770100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.