Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund

Public charity · Grantmaker Boston, MA EIN: 04-6864764

The primary mission of the organization is to support the activities of the Lotte Scharfman Memorial Fund.

Key facts about Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund

In short: Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund gave $44K across 1 grant in 2024 (avg $44K), mostly in Massachusetts. Source: 2024 IRS Form 990.

EIN
04-6864764
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$44,000
Grants made (2024)
1
Average grant
$44,000
Median grant
$44,000
Total assets
$560,423
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$560K

-3.1% YoY

Annual Giving

$44K

+12.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$44K

+12.8% YoY

How Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund gives

  • Giving held roughly steady from 2021 to 2024 (+9%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund

Based on IRS filings

Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund is a public charity, based in Boston, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $560K in total assets. In 2024, it awarded 1 grant totaling $44K. Net investment income was $49K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

Cities

Boston

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $37K (2020) to $44K (2024). In 2024 it made 1 grant totaling $44K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Lotte Scharfman Memorial Fund: $44KLotte Scharfman Memorial Fund$44K

The largest 2024 recipient was Lotte Scharfman Memorial Fund ($44K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Lotte Scharfman Memorial Fund Boston, MATo assist the grantee organization in carrying out its charitable purpose.$44,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$560,423$578,149$589,085
Revenue$49,309$49,419$60,499
Expenses$65,327$59,293$63,423
Net Investment Income$49,309$49,301$60,355

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS October 1, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS September 1, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS September 20, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS September 30, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 10, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund'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

    $3K (2020) → $3K (2024)

  • Charles F O'Connell

    Trustee

    On filings since 2023

    1 hr/week

    $9K (2023) → $9K (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

Charles F O'Connell — Trustee: $9KCharles F O'ConnellTrustee$9KMary L Marshall — Trustee: $3KMary L MarshallTrustee$3K

The highest reported compensation on the 2024 filing was $9K, 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 Lotte Scharfman Mem Fund

How much does Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund give each year?

Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund gave $44K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $39K across 1 grant.

How large is Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund?

Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund reported $560K in total assets on its 2024 IRS Form 990. Its revenue that year was $49K.

Where does Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund operate?

Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund has awarded grants in Massachusetts.

What is Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund's EIN?

Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund's EIN (Employer Identification Number) is 04-6864764. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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