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Margery Jones Trust is a private trust based in MONROE, CT. The foundation received its IRS ruling in 2010. The principal officer is Christopher Sjoholm. It holds total assets of $130K. Annual income is reported at $2K. Total assets have decreased from $6.1M in 2010 to $128K in 2022. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Washington. According to available records, Margery Jones Trust has made 22 grants totaling $776K, with a median grant of $40K. Individual grants have ranged from $5K to $60K, with an average award of $35K. The foundation has supported 11 unique organizations. Grant recipients are concentrated in Washington. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$40K
Average Grant
$35K
Largest Grant
$60K
Based on 11 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Margery Jones Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 22 grants. Its grantmaking reaches organizations primarily in WA.
Margery Jones Trust has distributed a total of $776K across 22 grants. The median grant size is $40K, with an average of $35K. Individual grants have ranged from $5K to $60K.
Margery Jones Trust typically selects its grantees rather than accepting unsolicited proposals.
Margery Jones Trust is headquartered in MONROE, CT.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$355
Total Assets
$128K
Fair Market Value
$132K
Net Worth
$128K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
$2K
Distribution Amount
N/A
Total: $20K
Total Grants
22
Total Giving
$776K
Average Grant
$35K
Median Grant
$40K
Unique Recipients
11
Most Common Grant
$40K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salvation Armyhousing training & feeding poor | Seattle, WA | $43K | 2022 |
| New HorizonHelping homeless teens | Seattle, WA | $40K | 2022 |
| Shelton Public School FoundationEducation | Shelton, WA | $60K | 2022 |
| Everett Gospel Missionrescue mission for single mothers | Everett, WA | $42K | 2022 |
| Taproot TheatreTheater presentation to school children on bullying | Seattle, WA | $42K | 2022 |
| Turning PointeAiding victims of domestic violence | Shelton, WA | $40K | 2022 |
| Housing HopeHelping and training homeless | Everett, WA | $40K | 2022 |
| Pacific Found For Blind ChildrenFor braile books | Vancouver, WA | $39K | 2022 |
| Karen Hilburn Cancer FundAssist Mason County breast & cervical cancer patients | Shelton, WA | $24K | 2022 |
| Jubilee ReachEnglish language training | Bellevue, WA | $13K | 2022 |
| Renewal Food BankFood bank | Bellevue, WA | $5K | 2022 |