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Nonprofit · EIN 04-6864743

NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE

Also known as COOK BRADLEY R TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$143K$176K2024
Revenue Expenses · by fiscal year end
Financials of NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$142,534$175,789-$33,255$1,845,726$0$1,845,726
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$142,534
Net gain from sales of assets
$51,072
Other revenue
$0

Expenses

Grants and similar amounts paid
$130,000
Compensation of officers, directors and key employees
$33,638
Salaries, compensation and benefits (total)
$33,638
Professional fundraising fees
$0
Legal fees
$3,032
Accounting fees
$6,063
Program services (functional)
$130,000
Management and general (functional)
$45,789

Balance sheet and other

Total assets, start of year
$1,876,743
Total assets, end of year
$1,845,726
Total liabilities, end of year
$0
Net assets, end of year
$1,845,726
Publicly traded securities
$1,832,734
Net assets without donor restrictions
$1,845,726
Gross receipts
$411,226
Employees
0
Volunteers
0
Year formed
1996
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Charles F O'ConnellTrustee
Trustee or director
2$25,228
Mary L MarshallTrustee
Trustee or director
1$8,410

Address and contacts

Address (IRS master file)
160 FEDERAL STREET 20TH, BOSTON, MA 02110-1700
In care of
% TAYLOR GANSON & PERRIN
Principal officer (990 for 2024)
Charles F O'Connell, 160 Federal St 20th Floor, Boston, MA 02110
Signed the 990
Charles F O'Connell, Trustee
Phone
(617) 951-2777
Return prepared by
Taylor Ganson & Perrin LLP

Mission

The primary mission of the organization is to support the activities of the Unitarian Universalist Service Committee.

990 for the year ended December 31, 2024

Program accomplishments

  • Contributions to the Unitarian Universalist Service Committee
    Expenses $130,000 · grants $130,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
04-6864743
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,845,726
Income (IRS master file)
$411,226

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$142,534$175,789$1,845,726XML
990December 2022$160,331$163,724$1,892,455IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6864743).

Questions about NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE

What is the EIN of NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE?
The employer identification number (EIN) of NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE is 04-6864743.
Is NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE?
The 990 for the year ended December 31, 2024 names Charles F O'Connell.
Who are the officers and directors of NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE?
The 990 for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $25,228 (Charles F O'Connell, Trustee).
How much revenue does NATHALIE AND THEODORE JONES CHAR TR FBO UNITARIAN UNIV SERV COMMITTEE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $142,534, expenses of $175,789 and total assets of $1,845,726 at year end.

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