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Margery Jones Tr

Grantmaker Monroe, CT EIN: 27-6589503 Website

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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

1state

States

Cities

SeattleSheltonBellevueEverettVancouver

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$15M11 grants2021 11 grants2022 0 grants2023 0 grants2024

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

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

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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M2021 2022 2023 2024
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. 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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