Margery Jones Tr
Margery Jones Tr is a private foundation based in Monroe, Connecticut. Its filings report 11 grants totaling $388,000 in 2022, and no grants in 2023 or 2024.
Key facts about Margery Jones Tr
- EIN
- 27-6589503
- Latest 990 filing
- Form 990 filing, 2024
- Total assets
- $129,708
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990 filing, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990 filing · 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
How Margery Jones Tr gives
- 100% of 2022 grantees were also funded in 2021. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The filing’s stated-purpose field contains a law-enforcement arrest-record description, not organizational mission information, so no mission can be stated from that field. The 2022 grantees listed include organizations whose own missions address poverty relief, affordable housing, support for survivors of abuse, cancer diagnosis and treatment, student and family well-being, and food assistance. These are the grantees’ stated missions, not a stated mission of the foundation.
Grantmaking
In 2022, the foundation gave $388,000 through 11 grants. Among the listed recipients, Everett Gospel Mission received $42,000; Housing Hope and Turning Pointe each received $40,000; the Karen Hilburn Cancer Fund received $24,000; Jubilee REACH received $13,000; and Renewal Food Bank received $5,000.
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Geographic Focus
Where this funder awards grants
The listed 2022 grantees are based in Washington state, including Everett, Shelton, and Bellevue. These grants show support for organizations in those locations; the available information does not state a broader geographic focus.
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2022, annual grant giving ranged from $388K (2022) to $10.4M (2021). In 2022 it made 11 grants totaling $388K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 10 grants of 22 (45%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $129,708 | $1,739 | $376 | 0 |
| 2023 | $128,170 | $1,875 | $355 | 0 |
| 2022 | $126,526 | $1,749 | $388,597 | 11 grants totaling $388,000 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Christopher Sjoholm as trustee and Doris E Temple and Pamela Rudeen as directors.
Margery Jones Tr's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Christopher Sjoholm
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Doris E Temple
Director
On filings since 2021
No compensation reported
Pamela Rudeen
Director
On filings since 2021
2 hrs/week
No compensation reported
Former officers (1)
- Former: Fredric P Sjoholm (2021–2022) — Director
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 316 Hattertown Road, Monroe, CT 06468-4219
Phone: (541) 513-1933
Website: https://bridgeportct.gov
Frequently asked questions about Margery Jones Tr
How large is Margery Jones Tr?
Margery Jones Tr reported $130K in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $2K.
What does Margery Jones Tr fund?
The filing’s stated-purpose field contains a law-enforcement arrest-record description, not organizational mission information, so no mission can be stated from that field. See mission & focus areas ↑
How do I apply for a grant from Margery Jones Tr?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Margery Jones Tr make grants?
The listed 2022 grantees are based in Washington state, including Everett, Shelton, and Bellevue. These grants show support for organizations in those locations; the available information does not state a broader geographic focus.
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.
Does Margery Jones Tr accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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