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 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 4 grants totaling $154K. Net investment income was $683K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.8M
+21.7% YoY
Annual Giving
$154K
+19.5% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$39K
+19.5% YoY
Under IRS private-foundation payout rules, The Alfred Bernhard Jacobsen Trust of reported a distributable amount of $168K for 2025 — the minimum it must pay out in qualifying distributions.
About The Alfred Bernhard Jacobsen Trust of
Based on IRS filings
The Alfred Bernhard Jacobsen Trust of is a private foundation, based in BREWSTER, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 4 grants totaling $154K. Net investment income was $683K.
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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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,757,810 | $2,266,748 | $2,323,554 |
| Revenue | $683,060 | $164,597 | $567,945 |
| Expenses | $213,595 | $156,859 | $164,357 |
| Qualifying Distributions | $154,400 | $129,197 | $152,140 |
| Net Investment Income | $683,060 | $164,597 | $540,375 |
| Distributable Amount | $167,850 | $152,788 | $129,213 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Cape Cod Health Care Inc ($46,320), The Health Care Foundation of Cape Cod Inc ($46,320), The Health Care Foundation of Cape Cod Inc ($46,320).
| Recipient | Purpose | Amount |
|---|---|---|
| CAPE COD HEALTH CARE INC HYANNIS, MA | UNRESTRICTED | $46,320 |
| ST PETER'S LUTHERAN CHURCH HARWICH, MA | UNRESTRICTED | $15,440 |
| THE HEALTH CARE FOUNDATION OF CAPE COD INC HYANNIS, MA | CANCER TREATMENT CENTER | $46,320 |
| THE HEALTH CARE FOUNDATION OF CAPE COD INC HYANNIS, MA | CARDIAC CARE UNIT | $46,320 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CAROL ROWLEY | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is The Alfred Bernhard Jacobsen Trust of?
As of 2025, The Alfred Bernhard Jacobsen Trust of holds $2.8M in total assets with $683K in annual revenue. It awarded 4 grants totaling $154K in 2025.
Where does The Alfred Bernhard Jacobsen Trust of operate?
The Alfred Bernhard Jacobsen Trust of has awarded grants in Massachusetts.
What size grants does The Alfred Bernhard Jacobsen Trust of award?
In 2025, The Alfred Bernhard Jacobsen Trust of awarded 4 grants totaling $154K — an average of about $39K per grant, based on its IRS Form 990 filings.
How much is The Alfred Bernhard Jacobsen Trust of required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Alfred Bernhard Jacobsen Trust of reported a distributable amount of $168K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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