Alfred Bernhard Jacobsen Tr 1996
- Assets
- $1.9m
- Revenue
- $146.2k
- Investments
- $1.9m
- Employees
- 0
- Location
- Brewster, MA
- Founding
- 00/0000
- Data as of
- 02/2022
- EIN
- 04-6918010
Organization Overview
Alfred Bernhard Jacobsen Tr 1996 is located in Brewster, MA. The organization was established in 0000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 02/2022, Alfred Bernhard Jacobsen Tr 1996 generated $146.2k in total revenue. This represents relatively stable growth, over the past 2 years the organization has increased revenue by an average of 6.1% each year. All expenses for the organization totaled $185.3k during the year ending 02/2022. While expenses have increased by 8.6% per year over the past 2 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Alfred Bernhard Jacobsen Tr 1996 has awarded 24 individual grants totaling $784,140. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4 |
| Dividends & Interest | $46,125 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $100,050 |
| Capital Gain Net Income | $100,050 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $146,179 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $31,454 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,631 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $35 |
| Total operating and administrative expenses | $33,120 |
| Contributions, gifts, grants paid | $152,140 |
| Total expenses and disbursements | $185,260 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $33,996 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $538,980 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,909,380 |
| Accounts payable and accrued expenses | $58,641 |
| Grants payable | $152,140 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $210,781 |
Grants Awarded
Over the last fiscal year, Alfred Bernhard Jacobsen Tr 1996 has awarded $280,940 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
Hyannis, MA PURPOSE: UNRESTRICTEDUNRESTRICTED | $45,642 |
THE HEALTH CARE FOUNDATION OF CAPE COD INC PURPOSE: CANCER TREATMENT CENTER | $45,642 |
THE HEALTH CARE FOUNDATION OF CAPE COD INC PURPOSE: CARDIAC CARE UNIT | $45,642 |
THE HEALTH CARE FOUNDATION OF CAPE COD INC PURPOSE: CARDIAC CARE UNIT | $38,640 |
Hyannis, MA PURPOSE: UNRESTRICTED | $38,640 |
THE HEALTH CARE FOUNDATION OF CAPE COD INC PURPOSE: CANCER TREATMENT CENTER | $38,640 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Harold Grinspoon Foundation Agawam, MA | $968,665,027 | $58,159,410 |
Jader Trust 4 New York, NY | $1,054,851,689 | $157,383,970 |
Rockefeller Family Fund Inc New York, NY | $156,631,848 | $43,772,368 |
Shapiro-Silverberg Foundation New York, NY | $41,665,129 | $24,069,378 |
Hess Philanthropic Fund New York, NY | $231,447,732 | $32,591,174 |
Natural Heritage Trust Albany, NY | $68,314,961 | $23,861,363 |
Hollow Metal Trust Fund New York, NY | $38,290,021 | $12,661,866 |
Halvorsen Family Foundation Greenwich, CT | $235,306,066 | $4,015,208 |
Lynch Foundation Boston, MA | $176,006,196 | $42,142,694 |
Foundation Berma New York, NY | $320,553,699 | $33,382,644 |
Bam Endowment Trust Brooklyn, NY | $106,959,115 | $5,566,840 |
John R Oishei Consolidated Tr 01091998 Buffalo, NY | $21,967,662 | $5,743,689 |