Gerard Jakobi Tr 4174 Fbo Northern
Gerard Jakobi Tr 4174 Fbo Northern is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $339K in total assets. In 2024, it awarded 15 grants totaling $47K. Net investment income was $37K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$339K
-0.0% YoY
Annual Giving
$47K
+315.9% YoY
Grant Count
15
+1400.0% YoY
Avg Grant Size
$3K
-72.3% YoY
Under IRS private-foundation payout rules, Gerard Jakobi Tr 4174 Fbo Northern reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.
About Gerard Jakobi Tr 4174 Fbo Northern
Based on IRS filings
Gerard Jakobi Tr 4174 Fbo Northern is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $339K in total assets. In 2024, it awarded 15 grants totaling $47K. Net investment income was $37K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $339,133 | $339,245 | $347,030 |
| Revenue | $39,795 | $10,568 | $-5,267 |
| Expenses | $50,888 | $18,190 | $23,888 |
| Qualifying Distributions | $48,298 | $15,896 | $19,723 |
| Net Investment Income | $37,021 | $7,195 | $4,401 |
| Distributable Amount | $29,354 | $17,780 | $18,904 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Delaware ($4,000), Quinnipiac University ($3,668), College of Charleston ($3,666).
| Recipient | Purpose | Amount |
|---|---|---|
| QUINNIPIAC UNIVERSITY HAMDEN, CT | SCHOLARSHIPS | $3,668 |
| 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 |
| BARD COLLEGE ANNANDALEONHUDSON, NY | SCHOLARSHIPS | $2,000 |
| STEVENS INSTITUTE OF TECHNOLOGY HOBOKEN, NJ | SCHOLARSHIPS | $3,000 |
| COLLEGE OF CHARLESTON CHARLESTON, SC | SCHOLARSHIPS | $3,666 |
| UNIVERSITY OF RHODE ISLAND KINGSTON, RI | SCHOLARSHIPS | $3,000 |
| UNIVERSITY OF MICHIGAN ANN ARBOR, MI | SCHOLARSHIPS | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $3,244 |
Frequently Asked Questions
How large is Gerard Jakobi Tr 4174 Fbo Northern?
As of 2024, Gerard Jakobi Tr 4174 Fbo Northern holds $339K in total assets with $40K in annual revenue. It awarded 15 grants totaling $47K in 2024.
Where does Gerard Jakobi Tr 4174 Fbo Northern operate?
Gerard Jakobi Tr 4174 Fbo Northern has awarded grants in California, Connecticut, Delaware, Massachusetts, Maryland, Michigan, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Virginia, Vermont, West Virginia.
What size grants does Gerard Jakobi Tr 4174 Fbo Northern award?
In 2024, Gerard Jakobi Tr 4174 Fbo Northern awarded 15 grants totaling $47K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Gerard Jakobi Tr 4174 Fbo Northern required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Gerard Jakobi Tr 4174 Fbo Northern reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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