The Helen M Jones Family Charitable Trust

Mclean, VA
Tax-exempt since April 2003
EIN: 30-6048152

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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 / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$78.7k (2024)

Expenses

$30.6k (2024)

Total Assets

$460k (2024)

Total Liabilities

$2.4k (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$78,683

Expenses

$30,645

Net Income

$48,038

Net Assets

$457,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,307	10.6%
Interest Revenue	$157	0.2%
Dividends	$2,790	3.5%
Sales of Assets	$67,429	85.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,075	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$460,324
Total Liabilities	$2,400
Net Assets	$457,924

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$48,835

Expenses

$25,788

Net Income

$23,047

Net Assets

$409,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,443	17.3%
Interest Revenue	$483	1.0%
Dividends	$3,161	6.5%
Sales of Assets	$36,748	75.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,453	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$409,886
Total Liabilities	$0
Net Assets	$409,886

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on May 21, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$24,481

Expenses

$32,957

Net Income

-$8,476

Net Assets

$386,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,845	32.0%
Interest Revenue	$158	0.6%
Dividends	$1,355	5.5%
Sales of Assets	$15,123	61.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,234	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$386,839
Total Liabilities	$0
Net Assets	$386,839

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on May 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$46,043

Expenses

$22,995

Net Income

$23,048

Net Assets

$395,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$490	1.1%
Sales of Assets	$45,541	98.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,320	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$395,315
Total Liabilities	$0
Net Assets	$395,315

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on July 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$41,079

Expenses

$24,105

Net Income

$16,974

Net Assets

$372,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,944	48.6%
Interest Revenue	$49	0.1%
Dividends	$1,234	3.0%
Sales of Assets	$19,852	48.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,457	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$372,267
Total Liabilities	$1
Net Assets	$372,266

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on July 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$35,890

Expenses

$21,941

Net Income

$13,949

Net Assets

$355,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,501	29.3%
Interest Revenue	$630	1.8%
Dividends	$2,574	7.2%
Sales of Assets	$22,185	61.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,313	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$355,293
Total Liabilities	$1
Net Assets	$355,292

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on April 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$42,652

Expenses

$20,776

Net Income

$21,876

Net Assets

$341,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,042	25.9%
Interest Revenue	$757	1.8%
Dividends	$1,834	4.3%
Sales of Assets	$29,019	68.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,472	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$341,344
Total Liabilities	$0
Net Assets	$341,344

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$31,559

Expenses

$17,510

Net Income

$14,049

Net Assets

$319,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,663	37.0%
Interest Revenue	$300	1.0%
Dividends	$1,406	4.5%
Sales of Assets	$18,190	57.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,947	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$319,468
Total Liabilities	$0
Net Assets	$319,468

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on May 4, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$27,047

Expenses

$17,337

Net Income

$9,710

Net Assets

$305,419

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,345	45.6%
Interest Revenue	$25	0.1%
Dividends	$1,322	4.9%
Sales of Assets	$13,355	49.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,777	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$305,419
Total Liabilities	$0
Net Assets	$305,419

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on Feb. 27, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$30,850

Expenses

$17,237

Net Income

$13,613

Net Assets

$295,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,055	42.3%
Interest Revenue	$33	0.1%
Dividends	$1,321	4.3%
Sales of Assets	$16,441	53.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,912	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$295,709
Total Liabilities	$0
Net Assets	$295,709

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on March 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$32,444

Expenses

$15,392

Net Income

$17,052

Net Assets

$282,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,817	42.6%
Interest Revenue	$26	0.1%
Dividends	$740	2.3%
Sales of Assets	$17,861	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,317	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$282,096
Total Liabilities	$0
Net Assets	$282,096

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$26,549

Expenses

$13,488

Net Income

$13,061

Net Assets

$265,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,637	55.1%
Interest Revenue	$26	0.1%
Dividends	$566	2.1%
Sales of Assets	$11,320	42.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,857	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$265,044
Total Liabilities	$0
Net Assets	$265,044

Compensation

Key Employees and Officers	Compensation	Other
John R Jones Jr (Trustee)	$0	$0
Marilyn M Jones (Trustee)	$0	$0

990-PF

Filed on April 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$16,724

Expenses

$12,787

Net Income

$3,937

Net Assets

$251,982

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,502	92.7%
Interest Revenue	$66	0.4%
Dividends	$1,156	6.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,162	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$251,983
Total Liabilities	$1
Net Assets	$251,982

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$17,381

Expenses

$11,787

Net Income

$5,594

Net Assets

$248,046

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,409	94.4%
Interest Revenue	$84	0.5%
Dividends	$888	5.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,162	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$248,046
Total Liabilities	$0
Net Assets	$248,046

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Updated March 23, 2026

The Helen M Jones Family Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $78.7k (2024)

Expenses $30.6k (2024)

Total Assets $460k (2024)

Total Liabilities $2.4k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$78.7k (2024)

Expenses

$30.6k (2024)

Total Assets

$460k (2024)

Total Liabilities

$2.4k (2024)

Fiscal Year Ending Dec.
2024

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

Fiscal Year Ending Dec.
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.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003