The Alfred Bernhard Jacobsen Trust of
The Alfred Bernhard Jacobsen Trust of is a private foundation, based in Brewster, MA. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $3.4M in total assets. In 2026, it awarded 4 grants totaling $169K. Net investment income was $837K.
The Alfred Bernhard Jacobsen Trust of at a glance
In short: The Alfred Bernhard Jacobsen Trust of gave $169K across 4 grants in 2026 (avg $42K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $168,800
- +9.3% vs 2025
- Grants made (2026)
- 4
- +0.0% vs 2025
- Average grant
- $42,200
- +9.3% vs 2025
- Median grant
- $50,640
- Total assets
- $3,376,504
- +22.4% vs 2025
- Primary geography
- Massachusetts (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who The Alfred Bernhard Jacobsen Trust of funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was The Health Care Foundation of Cape Cod Inc ($101K across 2 grants). Together the top 3 received $169K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 17 grants of 20 (85%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How The Alfred Bernhard Jacobsen Trust of gives
- Giving held roughly steady from 2023 to 2026 (+11%). Method
- In 2026 it paid out 84% 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 2021 to 2026, annual grant giving ranged from $123K (2021) to $169K (2026). In 2026 it made 4 grants totaling $169K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cape Cod Health Care Inc Hyannis, MA | Unrestricted | $50,640 |
| The Health Care Foundation of Cape Cod Inc Hyannis, MA | Cancer Treatment Center | $50,640 |
| The Health Care Foundation of Cape Cod Inc Hyannis, MA | Cardiac Care Unit | $50,640 |
| St Peter's Lutheran Church Harwich, MA | Unrestricted | $16,880 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $3,376,504 | $836,982 | $256,375 | $168,800 | 4 | $168,800 | $836,982 | $201,014 |
| 2025 | $2,757,810 | $683,060 | $213,595 | $154,400 | 4 | $154,400 | $683,060 | $167,850 |
| 2024 | $2,266,748 | $164,597 | $156,859 | $129,197 | 4 | $129,197 | $164,597 | $152,788 |
| 2023 | $2,323,554 | $567,945 | $164,357 | $152,140 | 4 | $152,140 | $540,375 | $129,213 |
| 2022 | $1,909,380 | $146,179 | $185,260 | $128,800 | 4 | $128,800 | $114,725 | $152,546 |
| 2021 | $1,920,309 | $129,823 | $157,108 | $122,800 | 4 | — | $102,978 | $128,558 |
Under IRS private-foundation payout rules, The Alfred Bernhard Jacobsen Trust of reported a distributable amount of $201K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Alfred Bernhard Jacobsen Trust of is led by Carol Rowley, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2026 filing
Carol Rowley
Trustee
On filings since 2021
1 hr/week
$27K (2021) → $0 (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $28K, to Carol Rowley (Trustee).
Frequently asked questions about The Alfred Bernhard Jacobsen Trust of
How much does The Alfred Bernhard Jacobsen Trust of give each year?
The Alfred Bernhard Jacobsen Trust of gave $169K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $154K across 4 grants.
What is The Alfred Bernhard Jacobsen Trust of's typical grant size?
The Alfred Bernhard Jacobsen Trust of's median grant in 2026 was $50,640, and its average grant was $42,200, across 4 grants on its 2026 IRS Form 990-PF.
Where does The Alfred Bernhard Jacobsen Trust of give grants?
The Alfred Bernhard Jacobsen Trust of gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hyannis, MA (3 grants).
Does The Alfred Bernhard Jacobsen Trust of give general operating support?
Yes: 50% of The Alfred Bernhard Jacobsen Trust of's 2026 grants with a stated purpose (2 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is The Alfred Bernhard Jacobsen Trust of?
The Alfred Bernhard Jacobsen Trust of reported $3.4M in total assets on its 2026 IRS Form 990-PF. It paid out $169K in qualifying distributions that year, against a required minimum of $201K (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 is The Alfred Bernhard Jacobsen Trust of's EIN?
The Alfred Bernhard Jacobsen Trust of's EIN (Employer Identification Number) is 04-6918010. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 13, 2026)
- IRS filings on file for fiscal years 2021–2025
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