Mission
The primary mission of the organization is to support the activities of the Lotte Scharfman Memorial Fund.
Public Charity
Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund
Based in Boston, MA, Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund operates as a Public Charity. The organization reported $49K in revenue, $65K in expenses, $560K in total assets for fiscal year 2024. Imperigo tracks 5 reported grants from this foundation totaling approximately $199K.
EIN: 046864764
Boston, MA
Single Organization Support
NTEE: T11
Latest filing: 2024
Total Revenue$49K
Total Expenses$65K
Total Assets$560K
Grants Given5
Grant Total$199K
Filing Years2020–2024
Where $100 goes at Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund
How Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.
$64
Programs
the work itself
$36
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $64 for programs
$64
Contributions to the Lotte E
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
To assist the grantee organization in carrying out its charitable purpose.
$44,000
To assist the grantee organization in carrying out its charitable purpose.
$39,000
To assist the grantee organization in carrying out its charitable purpose.
$39,000
To assist the grantee organization in carrying out its charitable purpose.
$40,500
To assist the grantee organization in carrying out its charitable purpose.
$36,500
Showing up to 5 of 5 total records — full history available with membership.
Officers & Directors
Trustee
Charles F O'connell
Trustee
Mary L Marshall
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $49K | $65K | $560K |
| 2023 | $49K | $59K | $578K |
| 2022 | $60K | $63K | $589K |
| 2021 | $122K | $64K | $593K |
| 2020 | $50K | $58K | $537K |
Between 2020 and 2024, reported annual revenue held roughly steady at around $49K, with total assets most recently reported at $560K.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in MA.
MA
Full geographic grant map with state-by-state breakdown available with membership.