Margaret G Jacobs Charitable Trust

FLOURTOWN, PA EIN: 23-2743317

Margaret G Jacobs Charitable Trust is a private foundation, based in FLOURTOWN, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 1 grants totaling $170K. Net investment income was $44K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.9M

-7.1% YoY

Annual Giving

$170K

+15.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$170K

+15.3% YoY

Under IRS private-foundation payout rules, Margaret G Jacobs Charitable Trust reported a distributable amount of $119K for 2025 — the minimum it must pay out in qualifying distributions.

About Margaret G Jacobs Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $774K (100%)

States

Pennsylvania

Cities

See AttachedSee Schedule Attached

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,895,220	$2,040,967	$2,144,024
Revenue	$43,539	$64,947	$168,313
Expenses	$189,286	$168,004	$151,000
Qualifying Distributions	$180,829	$158,083	$138,531
Net Investment Income	$44,423	$56,746	$159,682
Distributable Amount	$119,411	$114,567	$110,393

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include See Schedule Attached ($169,500).

Recipient	Purpose	Amount
SEE SCHEDULE ATTACHED SEE SCHEDULE ATTACHED, PA	General Purposes	$169,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
William R Levy	Co-Trustee	5	—
Philip Brown	Co-Trustee	5	—

Frequently Asked Questions

How large is Margaret G Jacobs Charitable Trust?

As of 2025, Margaret G Jacobs Charitable Trust holds $1.9M in total assets with $44K in annual revenue. It awarded 1 grants totaling $170K in 2025.

Where does Margaret G Jacobs Charitable Trust operate?

Margaret G Jacobs Charitable Trust has awarded grants in Pennsylvania.

What size grants does Margaret G Jacobs Charitable Trust award?

In 2025, Margaret G Jacobs Charitable Trust awarded 1 grants totaling $170K — an average of about $170K per grant, based on its IRS Form 990 filings.

How much is Margaret G Jacobs Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Margaret G Jacobs Charitable Trust reported a distributable amount of $119K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Margaret G Jacobs Charitable Trust's EIN?

Margaret G Jacobs Charitable Trust's EIN (Employer Identification Number) is 23-2743317. IRS Form 990 filing data is available on this page for 2021–2025.