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 grant totaling $9K. Net investment income was $15K.
Key facts about The Louis Jacobs Charitable Trust CO
In short: The Louis Jacobs Charitable Trust CO gave $9K across 1 grant in 2025 (avg $9K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6886743
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $9,375
- Grants made (2025)
- 1
- Average grant
- $9,375
- Median grant
- $9,375
- Total assets
- $115,746
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
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.
How The Louis Jacobs Charitable Trust CO gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 92% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $9K (2021) to $10K (2023). In 2025 it made 1 grant totaling $9K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
The largest 2025 recipient was Morgan Memorial Goodwill Industries ($9K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morgan Memorial Goodwill Industries Boston, MA | Program Support | $9,375 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
The Louis Jacobs Charitable Trust CO is led by Joanne Hilferty, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Joanne Hilferty
Trustee
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Louis Jacobs Charitable Trust CO
How much does The Louis Jacobs Charitable Trust CO give each year?
The Louis Jacobs Charitable Trust CO gave $9K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 1 grant.
How large is The Louis Jacobs Charitable Trust CO?
The Louis Jacobs Charitable Trust CO reported $116K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
Where does The Louis Jacobs Charitable Trust CO operate?
The Louis Jacobs Charitable Trust CO has awarded grants in Massachusetts.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Louis Jacobs Charitable Trust CO by hand.
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