Public Charity

Nathalie & Theodore Jones Charitable Trust f/b/o Unitarian Universalist Assn

Nathalie & Theodore Jones Charitable Trust f/b/o Unitarian Universalist Assn is a private foundation categorized as Public Charity based in Boston, MA. Its most recent IRS filing (2024) reports revenue of $58K, expenses of $74K, total assets of $653K. Imperigo tracks 5 reported grants from this foundation totaling approximately $234K.

EIN: 046864765 Boston, MA Latest filing: 2024
Total Revenue$58K
Total Expenses$74K
Total Assets$653K
Grants Given5
Grant Total$234K
Filing Years2020–2024

Mission

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

Sample Grants Given

Boston, MA · 2024
To assist the grantee organization in carrying out its charitable purpose.
$50,000
Boston, MA · 2023
To assist the grantee organization in carrying out its charitable purpose.
$46,000
Boston, MA · 2022
To assist the grantee organization in carrying out its charitable purpose.
$46,000
Boston, MA · 2021
To assist the grantee organization in carrying out its charitable purpose.
$51,000
Boston, MA · 2020
To assist the grantee organization in carrying out its charitable purpose.
$41,000

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.
$234,000 5 grants

Financial Trends

Year Revenue Expenses Assets
2024 $58K $74K $653K
2023 $51K $69K $669K
2022 $65K $73K $687K
2021 $146K $77K $696K
2020 $59K $65K $628K

Between 2020 and 2024, reported annual revenue held roughly steady at around $58K, with total assets most recently reported at $653K.

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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