Nonprofit · EIN 04-6886743
LOUIS JACOBS CHARITABLE TRUST
Also known as FREEDMAN MONA F TTEE
Tax-exempt · BOSTON, MA 02119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $27,586 | $11,609 | $15,977 | $131,723 | $0 | $131,723 |
| June 30, 2025 | 990-PF | $16,007 | $10,663 | $5,344 | $115,746 | $0 | $115,746 |
| June 30, 2024 | 990-PF | $16,628 | $10,237 | $6,391 | $110,402 | $0 | $110,402 |
| June 30, 2022 | 990-PF | $8,735 | $10,298 | -$1,563 | $105,743 | $0 | $105,743 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $1,329
- Dividends
- $2,989
- Interest
- $1
- Net gain from sales of assets
- $23,267
Expenses
- Grants and similar amounts paid
- $10,280
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $11,189
- Excise tax on investment income
- $362
Balance sheet and other
- Total assets, start of year
- $115,746
- Total assets, end of year
- $131,723
- Total liabilities, end of year
- $0
- Net assets, end of year
- $131,723
- Fair market value of assets
- $238,608
- Qualifying distributions
- $11,189
- Net investment income
- $26,257
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNE HILFERTY 1010 HARRISON AVENUE, BOSTON, MA 02119 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNE HILFERTY 1010 HARRISON AVENUE, BOSTON, MA 02119 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNE HILFERTY 1010 HARRISON AVENUE, BOSTON, MA 02119 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNE HILFERTY 1010 HARRISON AVENUE, BOSTON, MA 02119 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1010 HARRISON AVE, BOSTON, MA 02119-2540
- Signed the 990-PF
- JOANNE HILFERTY, TRUSTEE
- Phone
- (617) 541-1400
- Return prepared by
- EISNER ADVISORY GROUP 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6886743
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $131,723
- Income (IRS master file)
- $36,495
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $27,586 | $11,609 | $131,723 | XML |
| 990-PF | June 2025 | $16,007 | $10,663 | $115,746 | XML |
| 990-PF | June 2024 | $16,628 | $10,237 | $110,402 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | $8,735 | $10,298 | $105,743 | XML |
| 990-PF | June 2021 | – | – | – | 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 04-6886743).
Questions about LOUIS JACOBS CHARITABLE TRUST
- What is the EIN of LOUIS JACOBS CHARITABLE TRUST?
- The employer identification number (EIN) of LOUIS JACOBS CHARITABLE TRUST is 04-6886743.
- Is LOUIS JACOBS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does LOUIS JACOBS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUIS JACOBS CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOUIS JACOBS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of LOUIS JACOBS CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does LOUIS JACOBS CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $27,586, expenses of $11,609 and total assets of $131,723 at year end.
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