The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc
The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc is a private foundation, based in Boston, MA. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $132K in total assets. In 2026, it awarded 1 grant totaling $10K. Net investment income was $26K.
The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc at a glance
In short: The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc gave $10K across 1 grant in 2026 (avg $10K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $10,280
- +9.7% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $10,280
- +9.7% vs 2025
- Median grant
- $10,280
- Total assets
- $131,723
- +13.8% vs 2025
- Primary geography
- Massachusetts (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Morgan Memorial Goodwill Industries ($10K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc gives
- Giving held roughly steady from 2023 to 2026 (+0%). Method
- In 2026 it paid out 99% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $9K (2021) to $10K (2026). In 2026 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morgan Memorial Goodwill Industries Boston, MA | Program Support | $10,280 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $131,723 | $27,586 | $11,609 | $10,280 | 1 | $11,189 | $26,039 | $11,274 |
| 2025 | $115,746 | $16,007 | $10,663 | $9,375 | 1 | $10,242 | $14,511 | $11,147 |
| 2024 | $110,402 | $16,628 | $10,237 | $9,096 | 1 | $9,923 | $15,289 | $10,202 |
| 2023 | $104,011 | $9,579 | $11,311 | $10,272 | 1 | $11,027 | $8,360 | $9,851 |
| 2022 | $105,743 | $8,735 | $10,298 | $9,218 | 1 | $9,953 | $7,480 | $11,007 |
| 2021 | $107,306 | $13,329 | $9,545 | $8,619 | 1 | — | $12,233 | $9,933 |
Under IRS private-foundation payout rules, The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc reported a distributable amount of $11K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc is led by Joanne Hilferty, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2026 filing
Joanne Hilferty
Trustee
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2026. "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 Morgan Memorial Goodwill Industries Inc
How much does The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc give each year?
The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc gave $10K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $9K across 1 grant.
How large is The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc?
The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc reported $132K in total assets on its 2026 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc operate?
The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc has awarded grants in Massachusetts.
What is The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc's EIN?
The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc's EIN (Employer Identification Number) is 04-6886743. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 2, 2026)
- IRS filings on file for fiscal years 2021–2025
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