Nonprofit · EIN 01-0511399
JAMES AND BETTY JACOBS FAM CHARITABLE TR
Also known as JACOBS JAMES J TTEE
Tax-exempt · WEST BATH, ME 04530
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $230,318 | $430,928 | -$200,610 | $3,724,645 | $0 | $3,724,645 |
| December 31, 2024 | 990-PF | $313,181 | $405,248 | -$92,067 | $3,925,255 | $0 | $3,925,255 |
| December 31, 2023 | 990-PF | $138,860 | $332,083 | -$193,223 | $4,017,322 | $0 | $4,017,322 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $107,067
- Net gain from sales of assets
- $123,251
Expenses
- Grants and similar amounts paid
- $348,500
- Compensation of officers, directors and key employees
- $49,500
- Disbursements for charitable purposes
- $402,776
- Excise tax on investment income
- $2,845
Balance sheet and other
- Total assets, start of year
- $3,925,255
- Total assets, end of year
- $3,724,645
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,724,645
- Fair market value of assets
- $4,798,124
- Qualifying distributions
- $402,776
- Net investment income
- $230,318
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R JACOBS 52 INDIAN POINT LANE, HARBORSIDE, ME 04642 | TRUSTEE | 4 | $16,500 |
| JEFFERY A JACOBS 300 HOUGHTON POND RD, WEST BATH, ME 04530 | TRUSTEE | 4 | $16,500 |
| THOMAS M JACOBS 15 CASTLE HILL DRIVE, BANGOR, ME 04401 | TRUSTEE | 4 | $16,500 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R JACOBS 52 INDIAN POINT LANE, HARBORSIDE, ME 04642 | TRUSTEE | 4 | $16,500 |
| JEFFERY A JACOBS 300 HOUGHTON POND RD, WEST BATH, ME 04530 | TRUSTEE | 4 | $16,500 |
| THOMAS M JACOBS 15 CASTLE HILL DRIVE, BANGOR, ME 04401 | TRUSTEE | 4 | $16,500 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R JACOBS 52 INDIAN POINT LANE, HARBORSIDE, ME 04642 | TRUSTEE | 4 | $16,000 |
| JEFFERY A JACOBS 300 HOUGHTON POND RD, WEST BATH, ME 04530 | TRUSTEE | 4 | $16,000 |
| THOMAS M JACOBS 15 CASTLE HILL DRIVE, BANGOR, ME 04401 | TRUSTEE | 4 | $16,000 |
Address and contacts
- Address (IRS master file)
- 300 HOUGHTON POND RD, WEST BATH, ME 04530-6734
- In care of
- % JEFF JACOBS
- Signed the 990-PF
- JEFF JACOBS, TRUSTEE
- Phone
- (207) 729-2252
- Return prepared by
- HAVERLOCK ESTEY & CURRAN LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-0511399
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T00I)
- Assets (IRS master file)
- $3,724,645
- Income (IRS master file)
- $1,027,353
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $230,318 | $430,928 | $3,724,645 | IRS |
| 990-PF | December 2024 | $313,181 | $405,248 | $3,925,255 | IRS |
| 990-PF | December 2023 | $138,860 | $332,083 | $4,017,322 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0511399).
Questions about JAMES AND BETTY JACOBS FAM CHARITABLE TR
- What is the EIN of JAMES AND BETTY JACOBS FAM CHARITABLE TR?
- The employer identification number (EIN) of JAMES AND BETTY JACOBS FAM CHARITABLE TR is 01-0511399.
- Is JAMES AND BETTY JACOBS FAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to JAMES AND BETTY JACOBS FAM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES AND BETTY JACOBS FAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES AND BETTY JACOBS FAM CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES AND BETTY JACOBS FAM CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES AND BETTY JACOBS FAM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $16,500 (JOHN R JACOBS, TRUSTEE).
- How much revenue does JAMES AND BETTY JACOBS FAM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $230,318, expenses of $430,928 and total assets of $3,724,645 at year end.
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