Margery Jones Tr
Margery Jones Tr is a private foundation based in Monroe, Connecticut. Its 2022 filing reports 11 grants totaling $388,000; its 2023 and 2024 filings report no grants.
Margery Jones Tr at a glance
- Total assets
- $129,708
- +1.2% vs 2023
- Revenue (2024)
- $1,739
- -7.3% vs 2023
- Net investment income (2024)
- $1,363
- -10.3% vs 2023
- Expenses (2024)
- $376
- +5.9% vs 2023
- Latest 990 filing
- Form 990 filing, 2024 View filing
Data from IRS Form 990 filing, 2024; updated October 2026.
How to apply to Margery Jones Tr
- 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.
- Contact
Mailing address: 316 Hattertown Road, Monroe, CT 06468-4219
Phone: (541) 513-1933
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Margery Jones Tr funds
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%).
Geographic Focus
Where this funder awards grants
The listed 2022 grantees are in Washington State, including Seattle, Everett, Shelton, and Bellevue.
Grant Distribution by State
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shelton Public School Foundation Shelton, WA | Education | $60,000 |
| Salvation Army Seattle, WA | housing training & feeding poor | $43,000 |
| Taproot Theatre Seattle, WA | Theater presentation to school children on bullying | $42,000 |
| Everett Gospel Mission Everett, WA | rescue mission for single mothers | $42,000 |
| New Horizon Seattle, WA | Helping homeless teens | $40,000 |
| Turning Pointe Shelton, WA | Aiding victims of domestic violence | $40,000 |
| Housing Hope Everett, WA | Helping and training homeless | $40,000 |
| Pacific Found for Blind Children Vancouver, WA | For braile books | $39,000 |
| Karen Hilburn Cancer Fund Shelton, WA | Assist Mason County breast & cervical cancer patients | $24,000 |
| Jubilee Reach Bellevue, WA | English language training | $13,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $129,708 | $1,739 | $376 | — | — | — | $1,363 | — |
| 2023 | $128,170 | $1,875 | $355 | — | — | — | $1,520 | — |
| 2022 | $126,526 | $1,749 | $388,597 | $388,000 | 11 | $388,000 | $517 | — |
| 2021 | $595,034 | $6,009,902 | $10,517,479 | $10,430,000 | 11 | — | $5,904,588 | $374,633 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No organizational mission is stated in the available filing information. The 2022 grants went to organizations whose stated work includes theatre and education, poverty alleviation, survivor support, affordable housing, cancer diagnosis and treatment, community-building, and food assistance.
Grantmaking
In 2022, the foundation gave $388,000 through 11 grants, an average of approximately $35,273 per grant. Listed recipients include The Taproot Theatre ($42,000), Everett Gospel Mission ($42,000), Turning Pointe ($40,000), Housing Hope ($40,000), Karen Hilburn Cancer Fund ($24,000), Jubilee REACH ($13,000), and Renewal Food Bank ($5,000).
The Taproot Theatre describes its mission as telling stories of hope through live theatre and educational programs. Everett Gospel Mission says it engages with the community to alleviate poverty. Turning Pointe says it provides safety and support for sexual and domestic abuse survivors. Housing Hope describes its work as promoting and providing affordable housing and related services for low- and very-low-income residents. Karen Hilburn Cancer Fund says it raises funds for cancer diagnosis and treatment for uninsured and under-insured Mason County residents and contributes to Mason Health for cancer-related medical equipment. Jubilee REACH says it works to bring healing, build community, and transform the lives of Bellevue students and families. Renewal Food Bank says it provides food to needy and economically vulnerable people in Bellevue and surrounding communities.
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.
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?
No organizational mission is stated in the available filing information. The 2022 grants went to organizations whose stated work includes theatre and education, poverty alleviation, survivor support, affordable housing, cancer diagnosis and treatment, community-building, and food assistance. 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 in Washington State, including Seattle, Everett, Shelton, and Bellevue.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Margery Jones Tr funds
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