Nathalie & Theodore Jones Char Tr Fbo Unitarian Universalist Assoc

Cook Bradley R Ttee

Boston, MA
Tax-exempt since Jan. 2008
EIN: 04-6864765

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Revenue

$51.1k (2023)

Expenses

$69.4k (2023)

Total Assets

$669k (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$51,125

Expenses

$69,384

Net Income

-$18,259

Net Assets

$668,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$28,370	55.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$22,619	44.2%
Net Inventory Sales	$0
Other Revenue	$136	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$13,421	19.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$668,548
Total Liabilities	$0
Net Assets	$668,548

Compensation

Key Employees and Officers	Compensation	Related	Other
Charles F O'connell (Trustee)	$10,066	$0	$0
Mary L Marshall (Trustee)	$3,355	$0	$0

990

Filed on Oct. 8, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$65,010

Expenses

$72,979

Net Income

-$7,969

Net Assets

$687,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$25,636	39.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$39,202	60.3%
Net Inventory Sales	$0
Other Revenue	$172	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$13,728	18.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$687,141
Total Liabilities	$0
Net Assets	$687,141

Compensation

Key Employees and Officers	Compensation	Related	Other
Bradley R Cook (Trustee)	$10,296	$0	$0
Mary L Marshall (Trustee)	$3,432	$0	$0

990

Filed on Sept. 20, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$145,813

Expenses

$77,151

Net Income

$68,662

Net Assets

$695,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$27,047	18.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$116,702	80.0%
Net Inventory Sales	$0
Other Revenue	$2,064	1.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$14,023	18.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$695,914
Total Liabilities	$0
Net Assets	$695,914

Compensation

Key Employees and Officers	Compensation	Related	Other
Bradley R Cook (Trustee)	$10,517	$0	$0
Mary L Marshall (Trustee)	$3,506	$0	$0

990

Filed on Sept. 13, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$59,190

Expenses

$64,957

Net Income

-$5,767

Net Assets

$628,059

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$27,008	45.6%
Investment Income	$828	1.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$30,098	50.8%
Net Inventory Sales	$0
Other Revenue	$1,256	2.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$628,059
Total Liabilities	$0
Net Assets	$628,059

Compensation

Key Employees and Officers	Compensation	Related	Other
Bradley R Cook (Trustee)	$9,239	$0	$0
Mary L Marshall (Trustee)	$3,080	$0	$0

990

Filed on Oct. 1, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$34,922

Expenses

$64,966

Net Income

-$30,044

Net Assets

$634,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$27,850	79.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$7,040	20.2%
Net Inventory Sales	$0
Other Revenue	$32	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$12,188	18.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$634,189
Total Liabilities	$0
Net Assets	$634,189

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Revenue

-$17,213

Expenses

$62,532

Net Income

-$79,745

Net Assets

$668,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$29,655
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$47,061
Net Inventory Sales	$0
Other Revenue	$193

Notable Expenses		Percent of Total Expenses
Executive Compensation	$9,333	14.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$668,621
Total Liabilities	$0
Net Assets	$668,621

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$30,391

Expenses

$58,024

Net Income

-$27,633

Net Assets

$746,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$29,269	96.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,059	3.5%
Net Inventory Sales	$0
Other Revenue	$63	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$9,158	15.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$746,780
Total Liabilities	$0
Net Assets	$746,780

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2016

Revenue

$37,639

Expenses

$54,099

Net Income

-$16,460

Net Assets

$774,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$29,710	78.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$7,627	20.3%
Net Inventory Sales	$0
Other Revenue	$302	0.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$8,981	16.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$774,184
Total Liabilities	$0
Net Assets	$774,184

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$49,461

Expenses

$56,786

Net Income

-$7,325

Net Assets

$790,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$29,764	60.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$19,730	39.9%
Net Inventory Sales	$0
Other Revenue	-$33

Notable Expenses		Percent of Total Expenses
Executive Compensation	$9,046	15.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$790,915
Total Liabilities	$0
Net Assets	$790,915

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$48,690

Expenses

$51,664

Net Income

-$2,974

Net Assets

$795,153

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$38,579	79.2%
Bond Proceeds	$0
Royalties	$8	0.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,719	20.0%
Net Inventory Sales	$0
Other Revenue	$384	0.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$9,310	18.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$795,153
Total Liabilities	$0
Net Assets	$795,153

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$30,402

Expenses

$42,241

Net Income

-$11,839

Net Assets

$797,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$29,021	95.5%
Bond Proceeds	$0
Royalties	$7	0.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,071	6.8%
Net Inventory Sales	$0
Other Revenue	-$697

Notable Expenses		Percent of Total Expenses
Executive Compensation	$8,746	20.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$797,360
Total Liabilities	$0
Net Assets	$797,360

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$27,143

Expenses

$39,699

Net Income

-$12,556

Net Assets

$809,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$29,942	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$2,045
Net Inventory Sales	$0
Other Revenue	-$754

Notable Expenses		Percent of Total Expenses
Executive Compensation	$8,295	20.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$809,382
Total Liabilities	$0
Net Assets	$809,382

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$116,573

Expenses

$37,054

Net Income

$79,519

Net Assets

$821,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$26,037	22.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$92,087	79.0%
Net Inventory Sales	$0
Other Revenue	-$1,551

Notable Expenses		Percent of Total Expenses
Executive Compensation	$7,774	21.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$821,576
Total Liabilities	$0
Net Assets	$821,576

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated December 5, 2025

Nathalie & Theodore Jones Char Tr Fbo Unitarian Universalist Assoc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $51.1k (2023)

Expenses $69.4k (2023)

Total Assets $669k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

No Document Links

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

Revenue

$51.1k (2023)

Expenses

$69.4k (2023)

Total Assets

$669k (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2004