Jacob Family Foundation

Foundation · Grantmaker WELLESLEY, MA EIN: 87-4017817

Jacob Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLESLEY, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $902K in total assets. In 2024, it awarded 4 grants totaling $28K. Net investment income was $8K.

Key facts about Jacob Family Foundation

EIN
87-4017817
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$28,000
Grants made (2024)
4
Average grant
$7,000
Median grant
$6,000
Total assets
$902,089
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

Who Jacob Family Foundation funds

By grant dollars, the top recipient states for Jacob Family Foundation's 4 itemized 2024 grants were Massachusetts (100%). The most frequent recipient cities were Gloucester, MA (2 grants). None of its 4 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable Purpose Designated by the Recipient" (4 grants).

How Jacob Family Foundation gives

  • In 2024 it paid out 73% 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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$902K

+35.8% YoY

Annual Giving

$28K

+16.7% YoY

Grant Count

4

-42.9% YoY

Avg Grant Size

$7K

+104.2% YoY

Under IRS private-foundation payout rules, Jacob Family Foundation reported a distributable amount of $38K for 2024 — the minimum it must pay out in qualifying distributions.

About Jacob Family Foundation

Based on IRS filings

Jacob Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLESLEY, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $902K in total assets. In 2024, it awarded 4 grants totaling $28K. Net investment income was $8K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Share of all 4 itemized 2024 grant dollars.

Cities

BostonGloucesterMedfieldBeverlyNewton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$87K$174K$262K$349K2021202220232024
Metric202420232022
Total Assets$902,089$664,466$558,903
Revenue$156,864$38,030$283,200
Expenses$40,492$36,896$31,457
Qualifying Distributions$28,000$24,000—
Net Investment Income$7,990$827$68,360
Distributable Amount$38,465$30,115$20,377

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$21K$28K0 grants20210 grants20227 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Wellspring House: $12K across 2 grantsWellspring House$12K · 2 grantsMustard Seed Communities Inc: $10KMustard Seed Communities Inc$10KCathleen Stone Island Outward Bound School: $6KCathleen Stone Island OutwardBound School$6K

Grant Size Distribution

11 grants across all recorded years

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Wellspring House ($12,000 across 2 grants), Mustard Seed Communities Inc ($10,000), Cathleen Stone Island Outward Bound School ($6,000).

RecipientPurposeAmount
MUSTARD SEED COMMUNITIES INC MEDFIELD, MACHARITABLE PURPOSE DESIGNATED BY THE RECIPIENT$10,000
WELLSPRING HOUSE GLOUCESTER, MACHARITABLE PURPOSE DESIGNATED BY THE RECIPIENT$6,000
CATHLEEN STONE ISLAND OUTWARD BOUND SCHOOL BOSTON, MACHARITABLE PURPOSE DESIGNATED BY THE RECIPIENT$6,000
WELLSPRING HOUSE GLOUCESTER, MACHARITABLE PURPOSE DESIGNATED BY THE RECIPIENT$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Neil JacobPresident and Director5—
Laurie JacobVice President and Director1—
Chapin JacobSecretary and Director1—
Charlie JacobTreasurer and Director1—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jacob Family Foundation?

Jacob Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLESLEY, MA. It holds $902K in total assets as of 2024.

How large is Jacob Family Foundation?

As of 2024, Jacob Family Foundation holds $902K in total assets with $157K in annual revenue. It awarded 4 grants totaling $28K in 2024.

Where does Jacob Family Foundation operate?

Jacob Family Foundation has awarded grants in Massachusetts.

What size grants does Jacob Family Foundation award?

In 2024, Jacob Family Foundation awarded 4 grants totaling $28K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Jacob Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jacob Family Foundation reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jacob Family Foundation's EIN?

Jacob Family Foundation's EIN (Employer Identification Number) is 87-4017817. IRS Form 990 filing data is available on this page for 2021–2024.

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

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