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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Christopher Sjoholm | Trustee | 2014-2023 | 2 | $0 reported | 1 |
| Doris E Temple | Director | 2014-2023 | 0 | $0 reported | 1 |
| Pamela Rudeen | Director | 2020-2023 | 2 | $0 reported | 1 |
| Fredric P Sjoholm (former) | Director | 2014-2021 | 1 | $0 reported | 1 |
People by year
2023 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Christopher Sjoholm | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Doris E Temple | Director | 0 | $0 | - | $0 | $0 | 1 |
| Pamela Rudeen | Director | 2 | $0 | - | $0 | $0 | 1 |
2022 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Christopher Sjoholm | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Doris E Temple | Director | 0 | $0 | - | $0 | $0 | 1 |
| Pamela Rudeen | Director | 2 | $0 | - | $0 | $0 | 1 |
2021 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Fredric P Sjoholm | Director | 1 | $0 | - | $0 | $0 | 1 |
| Christopher Sjoholm | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Doris E Temple | Director | 0 | $0 | - | $0 | $0 | 1 |
| Pamela Rudeen | Director | 2 | $0 | - | $0 | $0 | 1 |
2020 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Fredric P Sjoholm | Director | 1 | $0 | - | $0 | $0 | 1 |
| Christopher Sjoholm | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Doris E Temple | Director | 0 | $0 | - | $0 | $0 | 1 |
| Pamela Rudeen | Director | 2 | $0 | - | $0 | $0 | 1 |
2017 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Fredric P Sjoholm | Trustee | 4 | $0 | - | - | $0 | 1 |
| Christopher Sjoholm | Director | 0 | $0 | - | - | $0 | 1 |
| Doris E Temple | Director | 0 | $0 | - | - | $0 | 1 |
2016 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Fredric P Sjoholm | Trustee | 4 | $0 | - | - | $0 | 1 |
| Christopher Sjoholm | Director | 0 | $0 | - | - | $0 | 1 |
| Doris E Temple | Director | 0 | $0 | - | - | $0 | 1 |
2015 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Fredric P Sjoholm | Trustee | 5 | $0 | - | - | $0 | 1 |
| Christopher Sjoholm | Director | 0 | $0 | - | - | $0 | 1 |
| Doris E Temple | Director | 0 | $0 | - | - | $0 | 1 |
2014 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Fredric P Sjoholm | Trustee | 5 | $0 | - | - | $0 | 1 |
| Christopher Sjoholm | Director | 0 | $0 | - | - | $0 | 1 |
| Doris E Temple | Director | 0 | $0 | - | - | $0 | 1 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2023 · Form 990PF | ||||||||
| $1,739 | $376 | $129,708 | $128,995 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $1,875 | $355 | $128,170 | $127,632 | $0 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $1,749 | $388,597 | $126,526 | $126,112 | $0 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $6,009,902 | $10,517,479 | $595,034 | $512,960 | $0 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $256,775 | $475,945 | $4,916,102 | $4,916,102 | - | - | - | - | - |
| 2016 · Form 990PF | ||||||||
| $264,421 | $443,676 | $5,135,272 | $5,135,272 | - | - | - | - | - |
| 2015 · Form 990PF | ||||||||
| $309,517 | $434,030 | $5,314,527 | $5,314,527 | - | - | - | - | - |
| 2014 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| MATTEO FAMILY FOUNDATION | CT | T22 | $1,000 | $10 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| MCFADDEN FAMILY FOUNDATION | CT | T22 | $1,149 | $5,300 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| ONE SMALL STEP FOUNDATION | CT | T22 | $2,888 | $58,805 | Secretary | $15,809 | Same NTEE code T22, revenue within 2x, same state |
| TITOLO FAMILY FOUNDATION INC | CT | T22 | $2,034 | $12,406 | DIRECTOR AND PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| CW MEIS FAMILY FOUNDATION INC | CT | T22 | $1,050 | $1,050 | CEO | $0 | Same NTEE code T22, revenue within 2x, same state |
| SHAWN REEDER MEMORIAL SCHOLARSHIP FUND | CT | T22 | $1,025 | $1,027 | FATHER | $0 | Same NTEE code T22, revenue within 2x, same state |
| RUTH ANGELINE WHITLEY MEMORIALFOUNDATION INC | CT | T22 | $2,797 | $25,000 | Asst. Secretary | $0 | Same NTEE code T22, revenue within 2x, same state |
| BENJAMINS LOVE INC | CT | T22 | $1,900 | $2,046 | CEO | $0 | Same NTEE code T22, revenue within 2x, same state |
| NIBLACK FOUNDATION | CT | T22 | $1,575 | $32,035 | Trustee | $0 | Same NTEE code T22, revenue within 2x, same state |
| ASK FAMILY FOUNDATION | CT | T22 | $2,011 | $25,450 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| IRONOAK FOUNDATION INC | CT | T22 | $2,324 | $7,494 | President Treasurer | $0 | Same NTEE code T22, revenue within 2x, same state |
| GILBERT FAMILY FOUNDATION | CT | T22 | $1,265 | $0 | PRESIDENT / DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| LONG WATCH FOUNDATION INC | CT | T22 | $1,000 | $250 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| ADOLF AND VIRGINIA DEHN FOUNDATION | CT | T22 | $900 | $10,575 | Trustee | $0 | Same NTEE code T22, revenue within 2x, same state |
| MAXIMUS JONES RAYNOR FOUNDATION | TN | T22 | $1,500 | $1,500 | President | $0 | Same NTEE code T22, revenue within 2x |
| MARY M GETTINO | KS | T22 | $1,466 | $15,083 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x |
| JOHN AND MARY EADS FOUNDATION | TX | T22 | $2,301 | $2,300 | PRESIDENT AND TREASURER | $0 | Same NTEE code T22, revenue within 2x |
| JONES SARIN SEWALD FAMILY FOUNDATION | NV | T22 | $1,589 | $3,602 | PRESIDENT, DIRECTOR | $0 | Same NTEE code T22, revenue within 2x |
| JOHN MICHAEL WILLIAMS CHARITABLE TR | FL | T22 | $2,655 | $3,996 | Trustee | $0 | Same NTEE code T22, revenue within 2x |
| ALAN AND MARY JO LINCOLN SCHOLARSHIP FUND | PA | T22 | $2,500 | $1,510 | President & CEO | $0 | Same NTEE code T22, revenue within 2x |
| FRANCES M ROBERSON CHARITABLE TR | TX | T22 | $2,387 | $5,927 | TRUSTEE | $1,062 | Same NTEE code T22, revenue within 2x |
| CHARLES HOYT JONES SCHOLARSHIP FOUNDATION INC | AL | T22 | $2,550 | $2,000 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x |
| FOUNDATION TR | FL | T22 | $1,068 | $2,090 | TRUSTEE | $990 | Same NTEE code T22, revenue within 2x |
| WILLIAM & MARY SWIFT FOUNDATION | MI | T22 | $2,495 | $2,370 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x |
| TRAMMO FOUNDATION TR | NY | T22 | $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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| AMAZONSMILE FOUNDATION | Private foundation | $38 | 1 | 1 | 2023–2023 | 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
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $376 | 100.0% | |
| Total | $376 | 100% |
2022 · Form 990PF · $355 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $355 | 100.0% | |
| Total | $355 | 100% |
2021 · Form 990PF · $388,597 spent · pay $0 · grants $388,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $388,000 | 99.8% | |
| Other expenses | $546 | 0.1% | |
| Interest | $44 | 0.0% | |
| Taxes | $7 | 0.0% | |
| Total | $388,597 | 100% |
2020 · Form 990PF · $10,517,479 spent · pay $0 · grants $10,430,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $10,430,000 | 99.2% | |
| Taxes | $83,004 | 0.8% | |
| Other expenses | $4,475 | 0.0% | |
| Total | $10,517,479 | 100% |
2017 · Form 990PF · $475,945 spent · pay $0 · grants $429,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $475,945 | 100% |
2016 · Form 990PF · $443,676 spent · pay $0 · grants $397,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $443,676 | 100% |
2015 · Form 990PF · $434,030 spent · pay $0 · grants $392,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $434,030 | 100% |
2014 · Form 990PF · $427,770 spent · pay $0 · grants $382,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $427,770 | 100% |
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