Nonprofit · EIN 04-3446341
CHARLES AND CERISE JACOBS CHARITABLE FOUNDATION
Tax-exempt · BROOKLINE, MA 02445
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $209,783 | $79,334 | $130,449 | $1,762,656 | $8,262 | $1,754,394 |
| December 31, 2024 | 990-PF | $161,561 | $404,111 | -$242,550 | $1,542,928 | $8,262 | $1,534,666 |
| December 31, 2023 | 990-PF | $104,213 | $166,006 | -$61,793 | $1,726,236 | $8,262 | $1,717,974 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $160,050
- Dividends
- $37,458
- Net gain from sales of assets
- $12,275
Expenses
- Grants and similar amounts paid
- $65,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $69,605
- Excise tax on investment income
- $586
Balance sheet and other
- Total assets, start of year
- $1,542,928
- Total assets, end of year
- $1,762,656
- Total liabilities, end of year
- $8,262
- Net assets, end of year
- $1,754,394
- Fair market value of assets
- $1,762,656
- Qualifying distributions
- $69,605
- Net investment income
- $49,733
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 |
|---|---|---|---|
| CERISE LIM JACOBS 280 LEE STREET, BROOKLINE, MA 02445 | TRUSTEE | 1 | $0 |
| HERBERT S ALEXANDER 97 PLEASANT STREET, MEREDITH, NH 03253 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CERISE LIM JACOBS 280 LEE STREET, BROOKLINE, MA 02445 | TRUSTEE | 1 | $0 |
| HERBERT S ALEXANDER 97 PLEASANT STREET, MEREDITH, NH 03253 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CERISE LIM JACOBS 280 LEE STREET, BROOKLINE, MA 02445 | TRUSTEE | 1 | $0 |
| HERBERT S ALEXANDER 50 WASHINGTON STREET, WESTBOROUGH, MA 01581 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 280 LEE ST, BROOKLINE, MA 02445-5915
- In care of
- % CHARLES M JACOBS
- Signed the 990-PF
- CERISE JACOBS, TRUSTEE
- Phone
- (617) 277-7219
- Return prepared by
- AAFCPAS INC
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
- 04-3446341
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,762,656
- Income (IRS master file)
- $317,158
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $209,783 | $79,334 | $1,762,656 | IRS |
| 990-PF | December 2024 | $161,561 | $404,111 | $1,542,928 | IRS |
| 990-PF | December 2023 | $104,213 | $166,006 | $1,726,236 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 04-3446341).
Questions about CHARLES AND CERISE JACOBS CHARITABLE FOUNDATION
- What is the EIN of CHARLES AND CERISE JACOBS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of CHARLES AND CERISE JACOBS CHARITABLE FOUNDATION is 04-3446341.
- Is CHARLES AND CERISE JACOBS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to CHARLES AND CERISE JACOBS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES AND CERISE JACOBS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES AND CERISE JACOBS CHARITABLE FOUNDATION 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 CHARLES AND CERISE JACOBS CHARITABLE FOUNDATION 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 CHARLES AND CERISE JACOBS CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does CHARLES AND CERISE JACOBS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $209,783, expenses of $79,334 and total assets of $1,762,656 at year end.
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