Nonprofit · EIN 23-2743317
MARGARET G JACOBS CHARITABLE TRUST
Also known as LEVY WILLIAM & PHILIP BROWN II TTEE
Tax-exempt · FLOURTOWN, PA 19031
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $43,539 | $189,286 | -$145,747 | $1,895,220 | $0 | $1,895,220 |
| June 30, 2024 | 990-PF | $64,947 | $168,004 | -$103,057 | $2,040,967 | $0 | $2,040,967 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $49,146
- Interest
- $3,735
- Net gain from sales of assets
- -$9,342
Expenses
- Grants and similar amounts paid
- $169,500
- Compensation of officers, directors and key employees
- $2,000
- Disbursements for charitable purposes
- $180,829
- Excise tax on investment income
- $617
Balance sheet and other
- Total assets, start of year
- $2,040,967
- Total assets, end of year
- $1,895,220
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,895,220
- Fair market value of assets
- $2,457,576
- Qualifying distributions
- $180,829
- Net investment income
- $52,881
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William R Levy William Levy 6114 Ensley Drive, Flourtown, PA 19031 | Co-Trustee | 5 | $0 |
| Philip Brown 1014 Chiswell Dr, Downingtown, PA 19335 | Co-Trustee | 5 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William R Levy William Levy 6114 Ensley Drive, Flourtown, PA 19031 | Co-Trustee | 5 | $1,000 |
| Philip Brown 1014 Chiswell Dr, Downingtown, PA 19335 | Co-Trustee | 5 | $1,000 |
Address and contacts
- Address (IRS master file)
- WILLIAM LEVY 6114 ENSLEY DRIVE, FLOURTOWN, PA 19031-0000
- In care of
- % WILLIAM R LEVY
- Signed the 990-PF
- WILLIAM R LEVY, Co-Trustee
- Phone
- (215) 805-8862
- Return prepared by
- John J Dowds EA CFP
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 | Not due yet |
| 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
- 23-2743317
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,895,220
- Income (IRS master file)
- $277,238
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $43,539 | $189,286 | $1,895,220 | IRS |
| 990-PF | June 2024 | $64,947 | $168,004 | $2,040,967 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 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 23-2743317).
Questions about MARGARET G JACOBS CHARITABLE TRUST
- What is the EIN of MARGARET G JACOBS CHARITABLE TRUST?
- The employer identification number (EIN) of MARGARET G JACOBS CHARITABLE TRUST is 23-2743317.
- Is MARGARET G JACOBS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to MARGARET G JACOBS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET G JACOBS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET G JACOBS CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGARET G 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 2025.
- Who are the officers and directors of MARGARET G JACOBS CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MARGARET G JACOBS CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $43,539, expenses of $189,286 and total assets of $1,895,220 at year end.
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