The Alfred Bernhard Jacobsen Trust of

BREWSTER, MA EIN: 04-6918010

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $687K (100%)

States

Massachusetts

Cities

HarwichHyannis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.