The Louis Jacobs Charitable Trust Co
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
1
+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
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.
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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 | $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.
Explore Open Grants
Browse active grant opportunities in The Louis Jacobs Charitable Trust Co's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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