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· Private foundation

Margery Jones Tr

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$388k
Granted FY2022
11
Grants FY2022
1
States reached
$60k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2022.

Housing & Shelter$3.6MEducation$2.3MHealth$1.8MHuman Services$1.3MArts & Culture$1.3MCrime & Legal$1.2MFood & Nutrition$143k
02FY2022 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2022

  • Under $10k1 grant · $5k
  • $10k–50k9 grants · $323k
  • $50k–250k1 grant · $60k
$40,000
Median grant
1
States reached
$130k
Total assets
Largest grants
RecipientAmount
Shelton Public School Foundation$60,000
Salvation Army$43,000
Taproot Theatre$42,000
Everett Gospel Mission$42,000
New Horizon$40,000
Turning Pointe$40,000
Housing Hope$40,000
Pacific Found for Blind Children$39,000
Karen Hilburn Cancer Fund$24,000
Jubilee Reach$13,000
Renewal Food Bank$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–22, $1.4M) land where the poverty rate runs at 9%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%Renewal Food Bank: $130k → 9%Everett Gospel Mission: $1.1M → 9%Renewal Food Bank: $5k → 9%Renewal Food Bank: $5k → 9%Renewal Food Bank: $3k → 9%Everett Gospel MIssion: $45k → 9%Everett Gospel Mission: $42k → 9%Everett Gospel Mission: $25k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 14% of Margery Jones Tr’s grant dollars are earmarked for a different county than the recipient’s own address.

Margery Jones Trlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

98%of every dollar goes to organizations it has funded before.
$11M · 14 repeat orgs$268k to everyone else

14 repeat relationships: 11 still active in FY2022, 3 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

14
6

Total granted

$11M
$268k

Still filing today

50%
0%

New vs renewed · share of each year

In FY2022, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’21’22
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’21’22
Human ServicesEducationArts & CultureHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • EG
    EVERETT GOSPEL MISSION
    4× · 2017–2022 · $1.2M · revenue +74%
  • THE TAPROOT THEATRE
    2× · 2021–2022 · $1.2M · revenue +40% · 43% of their budget
  • JR
    Jubilee REACH
    4× · 2017–2022 · $388k · revenue +14%

Funded once

  • SP
    Shelton Public Schools Foundation
    one grant, 2018 · $64k
  • TP
    Turning Pointe Domesic Violence
    one grant, 2018 · $45k
  • SW
    Shelton WA Public Schools Foundation
    one grant, 2017 · $44k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Tacoma Musical Playhouse

Inspiring and enriching the lives of our diverse community through musical theatre.

Arts & Culture
2
Nourish Pierce County

To provide food to individuals in need with compassion, dignity and respect. No one needing assistance is turned away.

—
3
Seattle Opera

To thrill, inspire and educate through the shared experience of opera

Arts & Culture
4
Skagit Valley Hospitality House

To reflect the heart of God by feeding, sheltering, clothing, healing and empowering those in need.

Housing & Shelter
5
Food Bank of Alaska

Food Bank of Alaska believes no one deserves to be hungry We are dedicated to eliminating hunger in Alaska

Food & Nutrition
6
Port Angeles Food Bank

Nourishing our community. the port angeles food bank is the main food bank in clallam county, providing food to 13 other area pantries and meal programs as well as providing food to over 5,000 individuals per month.

Food & Nutrition
7
Puyallup Food Bank

We are passionate about meeting the urgent needs of our neighbors and partnering to assist them, believing food is the first step on their journey to a more hopeful future!

Human Services
8
San Francisco Food Bank

To end hunger in san francisco and marin county.

—
9
Mount Baker Foundation
Philanthropy
10
Habitat for Humanity of Greater Portland

To create decent, affordable housing for those in need, and to make decent shelter a matter of conscience with people everywhere.

—
11
Marin Theatre Company

Marin theatre company produces world-class theatre for the county of marin and bay area communities. mtc strives to set a national standard for intimate theatre experiences of the highest quality, featuring provocative plays by passionate…

Arts & Culture
12
Habitat for Humanity of Washington

The organization's mission is to seek to put god's love into action. habitat for humanity brings people together to build homes, communities, and hope. habitat for humanity of washington county (hfhwc) is a nonprofit, ecumenical christian…

—
How this is measured
The grantee most central to the portfolio’s shape is Housing Hope; the most unlike its peers is The Taproot Theatre. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

7 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 7 of the 20 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

3
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
7/7
Grantees still filing
4/7
Grew since first funded

Where the money sits, by cause and then by grantee

Shelton Public School Foundation: $1,732,000 · OtherShelton Public School FoundationSalvation Army: $1,293,000 · OtherSalvation ArmyNew Horizon: $1,114,000 · OtherNew HorizonTurning Pointe: $1,114,000 · OtherTurning PointePacific Found for Blind Children: $1,074,000 · OtherPacific Found for Blind ChildrenKAREN HILBURN CANCER FUND: $676,000 · OtherKAREN HILBURN CANCER FUND+8 more: $448,000 · Other+8 moreEVERETT GOSPEL MISSION: $1,224,000 · Human ServicesEVERETT GOSPE…Renewal Food Bank: $143,000 · Human ServicesRenewal Food …HOUSING HOPE: $1,209,000 · Housing & ShelterHOUSING HOP…THE TAPROOT THEATRE: $1,154,000 · Arts & CultureTHE TAPROOT…Jubilee REACH: $388,000 · EducationPacific Foundation for Blind Children: $75,000 · Education
Other$7,451,000Human Services$1,367,000Housing & Shelter$1,209,000Arts & Culture$1,154,000Education$463,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetEVERETT GOSPEL MISSION: $1,224,000 over 4y, 14% of budgetHOUSING HOPE: $1,209,000 over 4y, 8.3% of budgetTHE TAPROOT THEATRE: $1,154,000 over 2y, 43% of budgetKAREN HILBURN CANCER FUND: $676,000 over 2y, 86% of budgetJubilee REACH: $388,000 over 4y, 6.0% of budgetRenewal Food Bank: $143,000 over 4y, 16% of budgetPacific Foundation for Blind Children: $75,000 over 2y, 28% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds EVERETT GOSPEL MISSION ↗
  • Who funds HOUSING HOPE ↗
  • Who funds THE TAPROOT THEATRE ↗
  • Who funds KAREN HILBURN CANCER FUND ↗
  • Who funds Jubilee REACH ↗
  • Who funds Renewal Food Bank ↗
  • Who funds Pacific Foundation for Blind Children ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Puget Sound Energy FoundationDE13.4× affinity4 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Puget Sound Energy Foundation · M J Murdock Charitable Trust · Jpmorgan Chase Foundation · The Blackbaud Giving Fund · Natl Christian Charitable Fdn Inc · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Margery Jones Tr funds: left to right is the share of its income from government, bottom to top the share from Margery Jones Tr. Bigger dots raise more.

2023
’20’21’22’23’24’25
no gov · 00%6%23%51%90%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 20 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Possibly out of date. A more recent filing (FY2024) is on record but names no grant recipient in the published copy, so the figures above are from FY2022, the most recent year this funder’s grantee list reached the public record.

    Source object · view filing

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