Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham
The primary mission of the organization is to support the activities of the First Parish in Waltham.
Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham at a glance
In short: Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham gave $196K across 1 grant in 2024 (avg $196K), mostly in Massachusetts. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $196,000
- Grants made (2024)
- 1
- Average grant
- $196,000
- Median grant
- $196,000
- Total assets
- $1,775,318
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was First Parish in Waltham ($196K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham gives
- Giving grew 54% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $105K (2020) to $196K (2024). In 2024 it made 1 grant totaling $196K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Parish in Waltham Waltham, MA | To assist the grantee organization in carrying out its charitable purpose. | $196,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $1,775,318 | $135,359 | $249,051 | $196,000 | 1 | $135,278 |
| 2022 | $1,821,282 | $157,704 | $162,355 | $117,000 | 1 | $157,245 |
| 2021 | $1,827,950 | $299,930 | $171,590 | $127,000 | 1 | $286,989 |
| 2020 | $1,702,536 | $152,345 | $146,929 | $104,500 | 1 | $149,727 |
About Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham
Based on IRS filings
Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham is a public charity, based in Boston, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 1 grant totaling $196K. Net investment income was $135K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
Mary L Marshall
Trustee
On filings since 2020
1 hr/week
$8K (2021) → $8K (2024)
Charles F O'Connell
Trustee
New on the 2024 filing
2 hrs/week
$25K (2024)
Former officers (1)
- Former: Bradley R Cook (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $25K, to Charles F O'Connell (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham
How much does Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham give each year?
Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham gave $196K across 1 grant in 2024, according to its 2024 IRS Form 990.
How large is Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham?
Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham reported $1.8M in total assets on its 2024 IRS Form 990. Its revenue that year was $135K.
Where does Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham operate?
Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham has awarded grants in Massachusetts.
What is Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham's EIN?
Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham's EIN (Employer Identification Number) is 04-6864769. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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