Gerard Jakobi Tr 4174 FBO Northern
Gerard Jakobi Tr 4174 FBO Northern is a private foundation based in Dallas, Texas. Its 2024 filing describes a scholarship opportunity for seniors enrolled at Northern Highlands Regional High School in Allendale, New Jersey, who plan to continue their formal education.
Gerard Jakobi Tr 4174 FBO Northern at a glance
- Total assets
- $368,505
- +8.7% vs 2024
- Revenue (2025)
- $36,093
- -9.3% vs 2024
- Qualifying distributions (2025)
- $3,381
- -93.0% vs 2024
- Expenses (2025)
- $6,791
- -86.7% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Gerard Jakobi Tr 4174 FBO Northern
- How to Apply
-
The filing says eligible applicants are seniors enrolled at Northern Highlands Regional High School in Allendale, New Jersey, who plan to continue their formal education. It directs applicants to request a form from the school’s guidance department.
- Review Cycle
- April 15; this date is a past cycle as of October 2, 2026. The filing does not specify the year for the deadline.
- Deadline
- April 15; this date is a past cycle as of October 2, 2026.
- Contact
Application contact: No Highlands Reg H S Scholarship
Mailing address: 298 Hillside Avenue, Allendale, NJ 07401
Phone: (201) 327-8700
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Gerard Jakobi Tr 4174 FBO Northern funds
How this funder distributes its grants
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Geographic Focus
Where this funder awards grants
The filing identifies Northern Highlands Regional High School in Allendale, New Jersey, as the school whose eligible seniors may apply for scholarship aid. Reported 2024 grantees include institutions in Connecticut, California, New York, and Michigan.
Grant Distribution by State
States
Cities
How Gerard Jakobi Tr 4174 FBO Northern gives
- Giving grew 161% from 2021 to 2024. Method
- In 2025 it paid out 17% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1K (2022) to $47K (2024). In 2024 it made 15 grants totaling $47K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Delaware Newark, DE | Scholarships | $4,000 |
| Quinnipiac University Hamden, CT | Scholarships | $3,668 |
| College of Charleston Charleston, SC | Scholarships | $3,666 |
| Bowie State University Bowie, MD | Scholarships | $3,666 |
| University of New Haven West Haven, CT | Scholarships | $3,000 |
| University of Connecticut Storrs, CT | Scholarships | $3,000 |
| New York University New York, NY | Scholarships | $3,000 |
| Marist College Poughkeepsie, NY | Scholarships | $3,000 |
| Stevens Institute of Technology Hoboken, NJ | Scholarships | $3,000 |
| University of Rhode Island Kingston, RI | Scholarships | $3,000 |
Ready to take the next step with Gerard Jakobi Tr 4174 FBO Northern?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $368,505 | $36,093 | $6,791 | — | — | $3,381 | $33,473 | $19,726 |
| 2024 | $339,133 | $39,795 | $50,888 | $47,000 | 15 | $48,298 | $37,021 | $29,354 |
| 2023 | $339,245 | $10,568 | $18,190 | $11,300 | 1 | $15,896 | $7,195 | $17,780 |
| 2022 | $347,030 | $-5,267 | $23,888 | $1,000 | 1 | $19,723 | $4,401 | $18,904 |
| 2021 | $375,189 | $79,378 | $22,305 | $18,000 | 15 | $19,386 | $76,428 | $20,127 |
| 2020 | $317,731 | $24,826 | $15,004 | $11,700 | 6 | — | $22,728 | $16,974 |
Under IRS private-foundation payout rules, Gerard Jakobi Tr 4174 FBO Northern reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its filing describes scholarship aid for eligible Northern Highlands Regional High School seniors. Grants reported in 2024 also went to educational institutions. For example, Quinnipiac University describes its mission as preparing graduates as enlightened global citizens for future careers; California Institute of the Arts describes an educational approach grounded in artistic practice, experimentation, and creative freedom; and the University of New Haven describes its mission as preparing students for purposeful lives through experiential, collaborative, and discovery-based learning. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2024, the foundation gave $47,000 across 15 grants. Listed recipients include Quinnipiac University ($3,668), California Institute of the Arts ($3,000), the University of New Haven ($3,000), New York University ($3,000), the University of Michigan ($3,000), and Bard College ($2,000). In 2023, it reported one grant totaling $11,300. The 2025 filing reported no grants.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2025 filing.
Gerard Jakobi Tr 4174 FBO Northern's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$3K (2021) → $3K (2025)
Former officers (1)
- Former: Bank Of America NA (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Bank of America (Trustee).
Frequently asked questions about Gerard Jakobi Tr 4174 FBO Northern
How large is Gerard Jakobi Tr 4174 FBO Northern?
Gerard Jakobi Tr 4174 FBO Northern reported $369K in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Gerard Jakobi Tr 4174 FBO Northern fund?
No mission statement for the foundation is provided. Its filing describes scholarship aid for eligible Northern Highlands Regional High School seniors. Grants reported in 2024 also went to educational institutions. See mission & focus areas ↑
How do I apply for a grant from Gerard Jakobi Tr 4174 FBO Northern?
The filing says eligible applicants are seniors enrolled at Northern Highlands Regional High School in Allendale, New Jersey, who plan to continue their formal education. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Gerard Jakobi Tr 4174 FBO Northern make grants?
The filing identifies Northern Highlands Regional High School in Allendale, New Jersey, as the school whose eligible seniors may apply for scholarship aid. Reported 2024 grantees include institutions in Connecticut, California, New York, and Michigan.
What is Gerard Jakobi Tr 4174 FBO Northern's EIN?
Gerard Jakobi Tr 4174 FBO Northern's EIN (Employer Identification Number) is 22-6418777. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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