Form 990 for tax year 2023

Totals

Total revenue

$51,401

Total expenses

$57,943

Contributions and grants received

$0

Grants paid

$38,000

Program service revenue

$0

Investment income

$51,283

Other revenue

$118

Total assets, end of year

$550,265

Total liabilities, end of year

$0

Net assets or fund balances, end of year

$550,265

Program services expenses (Part IX)

$38,000

Management and general expenses

$19,943

Fundraising expenses

$0

Program service expenses (Part III)

$38,000

Program services were 65.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

• Charles F O'Connell

  Trustee

  Total calculated

  $8,357

  From this org

  $8,357

  From related orgs

  $0

  Other

  $0

  Hours/week

  2

• Mary L Marshall

  Trustee

  Total calculated

  $2,786

  From this org

  $2,786

  From related orgs

  $0

  Other

  $0

  Hours/week

  1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

• The Church of the Larger Fellowship

  $38,000

  To assist the grantee organization in carrying out its charitable purpose.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• The Church of the Larger Fellowship

  501(c)(3) · Church · MA

• Nathalie & Theodore Jones Charitable Trust fbo ACLU Foundation of MA

  501(c)(3) · Trust for the benefit of the ACLU Foundation of MA · MA

• Nathalie & Theodore Jones Charitable Trust fbo The Tides Foundation-CAF

  501(c)(3) · Trust for the benefit of the NAACP (Boston Branch) · MA

• Nathalie & Theodore Jones Charitable Trust fbo First Parish of Waltham

  501(c)(3) · Trust for the benefit of the First Parish of Waltham · MA

• Nathalie & Theodore Jones Charitable Trust fbo Middlebury College

  501(c)(3) · Trust for the benefit of Middlebury College · MA

• Nathalie & Theodore Jones Charitable Trust fbo Star Island Corporation

  501(c)(3) · Trust for the benefit of the Star Island Corporation · MA

• Nathalie & Theodore Jones Charitable Trust fbo Appalachian Mountain Club

  501(c)(3) · Trust for the benefit of the Appalachain Mountain Club · MA

• Nathalie & Theodore Jones Charitable Trust fbo Ad Club Foundation Inc

  501(c)(3) · Trust for the benefit of the Ad Club Foundation, Inc · MA

• Nathalie & Theodore Jones Charitable Trust fbo Lotte Scharfram Mem Fund

  501(c)(3) · Trust for the benefit of the Lotte Scharfarm Mem. Fund · MA

• Nathalie & Theodore Jones Charitable Trust fbo Unitarian Universalist Assn

  501(c)(3) · Trust for the benefit of the Unitarian Universalist Assn · MA

• Nathalie & Theodore Jones Charitable Trust fbo UU Service Committee

  501(c)(3) · Trust for the benefit of the UU Service Committee · MA

• Nathalie & Theodore Jones Charitable Trust fbo UUA Award Fund

  501(c)(3) · Trust for the benefit of the UUA Award Fund · MA

• Nathalie & Theodore Jones Charitable Trust fbo Weston Library

  501(c)(3) · Trust for the benefit of the Weston Library · MA

Provenance

Return type

form_990

Tax year

2023

Filed

30 September 2024

IRS schema version

2023v5.1

Source object

202432749349300448

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