Gerard Jakobi Tr 4174 Fbo Northern

DALLAS, TX EIN: 22-6418777

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

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

14states
+6 more states

Cities

Ann ArborAnnandaleonhudsonBethlehemBlackburgBowieCharlestonEwingGallowayHamdenHobokenKingstonMargantownMedfordMiddleburyNew YorkNewarkNewport NewsPhiladelphiaPoughkeepsieSaddle River

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$22K$44K$65K$87K20202021202220232024
Metric202420232022
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

$0$12K$24K$35K$47K6 grants202015 grants20211 grants20221 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF DELAWARE$4KQUINNIPIAC UNIVERSITY$4KCOLLEGE OF CHARLESTON$4KBOWIE STATE UNIVERSITY$4KUNIVERSITY OF NEW HAVEN$3KUNIVERSITY OF CONNECTICUT$3KNEW YORK UNIVERSITY$3KMARIST COLLEGE$3KSTEVENS INSTITUTE OF TEC…$3KUNIVERSITY OF RHODE ISLAND$3K

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$3K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$3,244

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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