Margery Jones Tr

MONROE, CT EIN: 27-6589503

Margery Jones Tr is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MONROE, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $130K in total assets. Net investment income was $1K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$130K

+1.2% YoY

Revenue

$2K

-7.3% YoY

Net Investment Income

$1K

-10.3% YoY

Expenses

$376

+5.9% YoY

About Margery Jones Tr

Based on IRS filings

Margery Jones Tr is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MONROE, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $130K in total assets. Net investment income was $1K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BellevueEverettSeattleSheltonVancouver

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$6M$9M$12M2021202220232024
Metric202420232022
Total Assets$129,708$128,170$126,526
Revenue$1,739$1,875$1,749
Expenses$376$355$388,597
Qualifying Distributions$388,000
Net Investment Income$1,363$1,520$517
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$5M$8M$10M11 grants202111 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

22 grants across all recorded years

10<$50K1$50–100K1$100–250K1$250–500K1$500K–1M8$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Christopher SjoholmTrustee2
Doris E TempleDirector
Pamela RudeenDirector2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Margery Jones Tr?

Margery Jones Tr is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MONROE, CT. It holds $130K in total assets as of 2024.

How large is Margery Jones Tr?

As of 2024, Margery Jones Tr holds $130K in total assets with $2K in annual revenue.

Where does Margery Jones Tr operate?

Margery Jones Tr has awarded grants in Washington.

What is Margery Jones Tr's EIN?

Margery Jones Tr's EIN (Employer Identification Number) is 27-6589503. IRS Form 990 filing data is available on this page for 2021–2024.

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Browse active grant opportunities in Margery Jones Tr's focus areas in our free grants database

Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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