The Louis Jacobs Charitable Trust CO

Private foundation · Grantmaker 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 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

1state

Share of all 1 itemized 2025 grant dollars.

Cities

Boston

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K1 grants20211 grants20221 grants20231 grants20241 grants2025

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

Morgan Memorial Goodwill Industries: $9KMorgan Memorial GoodwillIndustries$9K

The largest 2025 recipient was Morgan Memorial Goodwill Industries ($9K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Morgan Memorial Goodwill Industries Boston, MAProgram Support$9,375

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K20212022202320242025
Metric202520242023
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

  1. 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.

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