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 Latest filing: 2024
Total Revenue$49K
Total Expenses$65K
Total Assets$560K
Grants Given5
Grant Total$199K
Filing Years2020–2024

Mission

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

Sample Grants Given

Boston, MA · 2024
To assist the grantee organization in carrying out its charitable purpose.
$44,000
Boston, MA · 2023
To assist the grantee organization in carrying out its charitable purpose.
$39,000
Boston, MA · 2022
To assist the grantee organization in carrying out its charitable purpose.
$39,000
Boston, MA · 2021
To assist the grantee organization in carrying out its charitable purpose.
$40,500
Boston, MA · 2020
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

To assist the grantee organization in carrying out its charitable purpose.
$199,000 5 grants

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.

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