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EIN 01-0511399

James and Betty Jacobs Family Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
West Bath
State
Maine
Year formed
1997
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The James and Betty Jacobs Family Charitable Trust is a private foundation located in West Bath, ME. The purpose of the trust is to use earnings from investments to make distributions to exempt organizations organized and operated for charitable, scientific, or educational purposes. The trust made 60 grants last year. Grantees include Jackson Laboratory and others.
Also known as...
Jacobs James J Ttee; Jeff Jacobs
Total revenues
$138,860
2023
Total expenses
$332,083
2023
Total assets
$4,017,322
2023
Num. employees
0
2023

Program areas at James and Betty Jacobs Family Charitable Trust

Earnings from investments are used to make distributions to exempt organizations organized and operated for Charitable, scientific, literary or educational purposes.

Grants made by James and Betty Jacobs Family Charitable Trust

GranteeGrant descriptionAmount
Brunswick Community Education FoundationDonation$15,000
Habitat for Humanity - Greater Bangor HFH ofDonation$12,000
Sarah's House of MaineDonation$11,000
...and 35 more grants made totalling $135,000

Personnel at James and Betty Jacobs Family Charitable Trust

NameTitle
Jeff JacobsTrustee

Financials for James and Betty Jacobs Family Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$114,509
Net rental income$0
Net gain from sale of non-inventory assets$24,351
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$138,860

Form 990s for James and Betty Jacobs Family Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-06990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-05-05990PFView PDF
2020-122021-09-03990PFView PDF
2019-122020-10-01990PRView PDF
...and 8 more Form 990s
Data update history
February 25, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 2, 2022
Posted financials
Added Form 990PF for fiscal year 2020
July 22, 2022
Updated personnel
Identified 1 new personnel
August 18, 2021
Posted financials
Added Form 990R for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
300 Houghton Pond Rd
West Bath, ME 04530
Metro area
Portland-South Portland, ME
County
Sagadahoc County, ME
Phone
(207) 729-2252
IRS details
EIN
01-0511399
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1997
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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