KATIE M JONES CHARITABLE TR
SOUDERTON,
Pennsylvania,
18964
EIN: 38-7167844
Philanthropy, Voluntarism and Grantmaking Foundations
DEMOGRAPHIC
ADDRESS
PO BOX 559
18964
COUNTY
montgomery county, PA
IN CARE OF NAME
UNIVEST BANK AND TRUST CO
ORGANIZATIONAL OVERVIEW & RANKINGS
KATIE M JONES CHARITABLE TR is a based in SOUDERTON, PA, focused on Philanthropy, Voluntarism and Grantmaking Foundations causes , specifically Private Independent Foundations. Established in December 2016, it operates as an independent trust and contributions to this organization are tax-deductible .
With total assets of $175,001.00, this ranks 425,201 among 2,656,690 nonprofits nationally (Top 17%), demonstrating significant financial capacity relative to its peers. At the state level, it stands at 23,118 out of 107,402 organizations in PA (Top 22%).
In montgomery county, PA, the organization ranks 1,603 out of 7,253 nonprofits by assets (Top 22%), while locally in souderton, it stands at 53 among 140 organizations (Top 27%).
The organization reported no revenue in the most recent filing period, placing it at 1,937,078 nationally and 75,395 in PA.
Within its specific NTEE classification (T22 - T: Philanthropy, Voluntarism and Grantmaking Foundations), which includes 25,677 similar organizations, KATIE M JONES CHARITABLE TR ranks 15,402 in assets (Top 60%) and 9,097 in revenue (Top 36%).
The organization files a 990 - Not required to file(all other) and operates on a November fiscal year.
CLASSIFICATION
ORGANIZATION CODE
2: Trust
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
T: Philanthropy, Voluntarism and Grantmaking Foundations
NTEE CODE
T22: Private Independent Foundations
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
3: $25,000 to $99,999
INCOME AMOUNT
$44,389.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
12/2016
ASSET CODE
4: $100,000 to $499,999
ASSET AMOUNT
$175,001.00
FILING REQUIREMENT CODE
990 - Not required to file(all other)
PF FILING REQUIREMENT CODE
990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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