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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Christopher Sjoholm | Trustee | 2 | — |
| Doris E Temple | Director | — | — |
| Pamela Rudeen | Director | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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