Trust U/w Oleonda Jameson
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Trust U/w Oleonda Jameson is a 501(c)(3) organization based in Concord, New Hampshire, registered in 1977, with $651,771 in FY2024 revenue. CharityIndex grades it C+.
11 S Main St Ste 500, Concord, NH, 03301 EIN 02-6048930 Since 1977
Revenue (FY2024)
$652K
▲ 56.9% vs prior year
Expenses (FY2024)
$293K
Net assets
$4.4M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Trust U/w Oleonda Jameson— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating180 mo reserves · +55% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Trust U/w Oleonda Jameson: 180 mo reserves · +55% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Trust U/w Oleonda Jameson— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Trust U/w Oleonda Jameson: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 11 S Main St Ste 500, Concord, NH, 03301
- City
- Concord
- State
- New Hampshire
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $397K (FY2013) to $652K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $4.4M
Operating margin
55.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$4.4M
Total liabilities
$0
Net assets
$4.4M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $651,771▲56.9% | $292,851▼12.8% | $4,397,475▲8.9% | $4,397,475▲8.9% | 990PF |
| 2023 | $415,406▲102% | $335,905▼33.9% | $4,038,105▲2.0% | $4,038,105▲2.0% | 990PF |
| 2022 | $206,094▲18.8% | $507,894▲21.4% | $3,958,552▼7.1% | $3,958,552▼7.1% | 990PF |
| 2021 | $173,466▼68.4% | $418,433▼15.2% | $4,258,954▼5.4% | $4,258,954▼5.4% | 990PF |
| 2020 | $549,777▲140% | $493,309▲83.8% | $4,504,220▲1.3% | $4,504,220▲1.3% | 990PF |
| 2019 | $228,906▼70.2% | $268,387▼24.9% | $4,447,055▲1.2% | $4,447,055▲1.2% | 990PF |
| 2018 | $766,981▲807% | $357,346▲13.7% | $4,396,444▲5.9% | $4,396,444▲5.9% | 990PF |
| 2017 | $84,579▼79.6% | $314,179▼16.0% | $4,150,987▼5.3% | $4,150,987▼5.3% | 990PF |
| 2016 | $415,172▼3.8% | $374,019▲62.2% | $4,381,535▲0.9% | $4,381,535▲0.9% | 990PF |
| 2015 | $431,598▲22.4% | $230,600▼33.2% | $4,343,632▲4.7% | $4,343,632▲4.7% | 990PF |
| 2014 | $352,648▼11.1% | $345,144▲4.0% | $4,147,768▲0.1% | $4,147,768▲0.1% | 990PF |
| 2013 | $396,742 | $331,781▲56.8% | $4,142,470▲1.6% | $4,142,470▲1.6% | 990PF |
| 2012 | — | $211,611 | $4,078,223 | $4,078,223 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Trust U/w Oleonda Jameson a legitimate nonprofit?
- Yes. Trust U/w Oleonda Jameson is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 02-6048930, based in Concord, New Hampshire. Donations are tax-deductible.
- What is Trust U/w Oleonda Jameson's EIN?
- Trust U/w Oleonda Jameson's Employer Identification Number (EIN) is 02-6048930.
- How much revenue does Trust U/w Oleonda Jameson report?
- Trust U/w Oleonda Jameson reported $651,771 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Trust U/w Oleonda Jameson have?
- CharityIndex grades Trust U/w Oleonda Jameson C+, based on financial health (reserves and operating margin).
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Data for Trust U/w Oleonda Jameson (EIN 02-6048930) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.