Alfred Bernhard Jacobsen Tr 1996
- Assets
- $2.3m
- Revenue
- $164.6k
- Investments
- $2.2m
- Employees
- 0
- Location
- Brewster, MA
- Founding
- 00/0000
- Data as of
- 02/2024
- 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 02/2024, Alfred Bernhard Jacobsen Tr 1996 generated $164.6k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 6.1% each year. All expenses for the organization totaled $156.9k during the year ending 02/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Alfred Bernhard Jacobsen Tr 1996 has awarded 32 individual grants totaling $1,097,474. 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 | $66,117 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $13,896 |
| Capital Gain Net Income | $13,896 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $84,580 |
| Total Revenue | $164,597 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,459 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $2,459 |
| Contributions, gifts, grants paid | $154,400 |
| Total expenses and disbursements | $156,859 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $59,680 |
| 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 | $588,012 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,266,748 |
| Accounts payable and accrued expenses | $2,423 |
| Grants payable | $154,400 |
| 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 | $156,823 |
Grants Awarded
Over the last fiscal year, Alfred Bernhard Jacobsen Tr 1996 has awarded $283,597 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
CAPE COD HEALTH CARE INC PURPOSE: UNRESTRICTED | $38,759 |
ST PETER'S LUTHERAN CHURCH PURPOSE: UNRESTRICTED | $12,920 |
THE HEALTH CARE FOUNDATION OF CAPE COD INC PURPOSE: CANCER TREATMENT CENTER | $38,759 |
THE HEALTH CARE FOUNDATION OF CAPE COD INC PURPOSE: CARDIAC CARE UNIT | $38,759 |
CAPE COD HEALTH CARE INC PURPOSE: UNRESTRICTEDUNRESTRICTED | $46,320 |
ST PETER'S LUTHERAN CHURCH PURPOSE: UNRESTRICTED | $15,440 |