Nonprofit · EIN 27-6589503
MARGERY JONES TR
Also known as FREDRIC PARRY SJOHOLM TTEE
Tax-exempt · MONROE, CT 06468
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2024 | 990-PF | $1,739 | $376 | $1,363 | $129,708 | $713 | $128,995 |
| September 30, 2023 | 990-PF | $1,875 | $355 | $1,520 | $128,170 | $538 | $127,632 |
Financial details: 990-PF for the year ended September 30, 2024
Revenue
- Dividends
- $476
- Other income
- $1,263
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Excise tax on investment income
- $19
Balance sheet and other
- Total assets, start of year
- $128,170
- Total assets, end of year
- $129,708
- Total liabilities, end of year
- $713
- Net assets, end of year
- $128,995
- Fair market value of assets
- $136,209
- Net investment income
- $1,739
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-PF for the year ended September 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christopher Sjoholm 6603 183rd St SW, Lynnwood, WA 98037 | Trustee | 2 | $0 |
| Doris E Temple 4901 Oras St NE, 98516, Lacey, WA 98516 | Director | 0 | $0 |
| Pamela Rudeen 316 Hattertown Rd, Monroe, CT 06468 | Director | 2 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christopher Sjoholm 6603 183rd St SW, Lynnwood, WA 98037 | Trustee | 2 | $0 |
| Doris E Temple 4901 Oras St NE, 98516, Lacey, WA 98516 | Director | 0 | $0 |
| Pamela Rudeen 316 Hattertown Rd, Monroe, CT 06468 | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 316 HATTERTOWN RD, MONROE, CT 06468-4219
- In care of
- % CHRISTOPHER SJOHOLM
- Signed the 990-PF
- Pamela Rudeen, Director
- Phone
- (541) 513-1933
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | Not on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 27-6589503
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $129,708
- Income (IRS master file)
- $1,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2024 | $1,739 | $376 | $129,708 | XML |
| 990-PF | September 2023 | $1,875 | $355 | $128,170 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | 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 27-6589503).
Questions about MARGERY JONES TR
- What is the EIN of MARGERY JONES TR?
- The employer identification number (EIN) of MARGERY JONES TR is 27-6589503.
- Is MARGERY JONES TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to MARGERY JONES TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGERY JONES TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGERY JONES TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGERY JONES TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2024.
- Who are the officers and directors of MARGERY JONES TR?
- The 990-PF for the year ended September 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does MARGERY JONES TR have?
- On its 990-PF for the year ended September 30, 2024 it reported revenue of $1,739, expenses of $376 and total assets of $129,708 at year end.
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