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Nonprofit · EIN 47-6455383

THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP-

Also known as BRADLEY R COOK TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$43K$68K2023$48K$75K2024$123K$72K2025
Revenue Expenses · by fiscal year end
Financials of THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP- by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$123,404$71,709$51,695$454,098$0$454,098
December 31, 2024990-PF$48,438$74,503-$26,065$403,372$0$403,372
December 31, 2023990-PF$42,590$67,567-$24,977$428,950$0$428,950
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$18,623
Interest
$2,966
Net gain from sales of assets
$101,815

Expenses

Grants and similar amounts paid
$54,000
Compensation of officers, directors and key employees
$9,952
Disbursements for charitable purposes
$54,000
Excise tax on investment income
$1,498

Balance sheet and other

Total assets, start of year
$403,372
Total assets, end of year
$454,098
Total liabilities, end of year
$0
Net assets, end of year
$454,098
Fair market value of assets
$1,141,629
Qualifying distributions
$54,000
Net investment income
$123,404

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Charles F O'Connell
160 Federal Street, Boston, MA 02110
Trustee2$0
Mary L Marshall
5 Knollwood Lane, Wayland, MA 01778
Trustee1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
Charles F O'Connell
160 Federal Street, Boston, MA 02110
Trustee2$0
Mary L Marshall
5 Knollwood Lane, Wayland, MA 01778
Trustee1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Charles F O'Connell
160 Federal Street, Boston, MA 02110
Trustee2$0
Mary L Marshall
5 Knollwood Lane, Wayland, MA 01778
Trustee1$0

Address and contacts

Address (IRS master file)
TG P 160 FEDERAL ST 20TH, BOSTON, MA 02110-0000
In care of
% TAYLOR GANSON & PERRIN LLP
Signed the 990-PF
Charles F O'Connell, Trustee
Phone
(617) 951-2777
Return prepared by
Taylor Ganson & Perrin LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-6455383
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
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$454,098
Income (IRS master file)
$203,897

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$123,404$71,709$454,098XML
990-PFDecember 2024$48,438$74,503$403,372IRS
990-PFDecember 2023$42,590$67,567$428,950XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 47-6455383).

Questions about THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP-

What is the EIN of THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP-?
The employer identification number (EIN) of THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP- is 47-6455383.
Is THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP- tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP- tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP- file?
Form 990-PF. Private foundations file every year.
When is the next return of THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP- due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP- last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP-?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does THE NATHALIE AND THEODORE@JONES CHARITABLE TRUST FBO NAACP- have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $123,404, expenses of $71,709 and total assets of $454,098 at year end.

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