The Louis Jacobs Charitable Trust Co

BOSTON, MA EIN: 04-6886743

The Louis Jacobs Charitable Trust Co is a private foundation, based in BOSTON, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $116K in total assets. In 2025, it awarded 1 grants totaling $9K. Net investment income was $15K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$116K

+4.8% YoY

Annual Giving

$9K

+3.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$9K

+3.1% YoY

Under IRS private-foundation payout rules, The Louis Jacobs Charitable Trust Co reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.

About The Louis Jacobs Charitable Trust Co

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $47K (100%)

States

Massachusetts

Cities

Boston

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$115,746	$110,402	$104,011
Revenue	$16,007	$16,628	$9,579
Expenses	$10,663	$10,237	$11,311
Qualifying Distributions	$10,242	$9,923	$11,027
Net Investment Income	$14,511	$15,289	$8,360
Distributable Amount	$11,147	$10,202	$9,851

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 Morgan Memorial Goodwill Industries ($9,375).

Recipient	Purpose	Amount
MORGAN MEMORIAL GOODWILL INDUSTRIES BOSTON, MA	PROGRAM SUPPORT	$9,375

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
JOANNE HILFERTY	TRUSTEE	1	—

Frequently Asked Questions

How large is The Louis Jacobs Charitable Trust Co?

As of 2025, The Louis Jacobs Charitable Trust Co holds $116K in total assets with $16K in annual revenue. It awarded 1 grants totaling $9K in 2025.

Where does The Louis Jacobs Charitable Trust Co operate?

The Louis Jacobs Charitable Trust Co has awarded grants in Massachusetts.

What size grants does The Louis Jacobs Charitable Trust Co award?

In 2025, The Louis Jacobs Charitable Trust Co awarded 1 grants totaling $9K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is The Louis Jacobs Charitable Trust Co required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Louis Jacobs Charitable Trust Co reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Louis Jacobs Charitable Trust Co's EIN?

The Louis Jacobs Charitable Trust Co's EIN (Employer Identification Number) is 04-6886743. IRS Form 990 filing data is available on this page for 2021–2025.