Jacobs Fam Charitable Tr, Ayer Peter R Jr Ttee in Amesbury, Massachusetts (MA)

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Jacobs Fam Charitable Tr, Ayer Peter R Jr Ttee
Employer Identification Number (EIN)043360242
Name of OrganizationJacobs Fam Charitable Tr
Secondary NameAyer Peter R Jr Ttee
In Care of NamePeter R Ayer Jr Trustee
Address5 Market Sq Ste 107 # 507, Amesbury, MA 01913-2431
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date08/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$1,266,985
Amount of Income$336,419
Form 990 Revenue Amount$-10,722
National Taxonomy of Exempt Entities (NTEE)Employment, Job-Related: Goodwill Industries


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Amount of income in 2013: $336,419 (it was $295,988 in 2012)
Jacobs Fam Charitable Tr, Ayer Peter R Jr Ttee: 

 $336,419
Other organizations performing similar types of work: 

 $9,287,335

Assets in 2013: $1,266,985 (it was $1,373,788 in 2012)
Jacobs Fam Charitable Tr, Ayer Peter R Jr Ttee: 

 $1,266,985
Other organizations performing similar types of work: 

 $7,616,804

Expenses in 2012: $76,878
Jacobs Fam Charitable Tr, Ayer Peter R Jr Ttee: 

 $76,878
Other organizations performing similar types of work: 

 $8,924,833

Income to expenses ratio in 2012: 4.4
Jacobs Fam Charitable Tr, Ayer Peter R Jr Ttee: 

 4.4
Other organizations performing similar types of work: 

 1.2

Grants share in income in 2012: 0.0%
Jacobs Fam Charitable Tr, Ayer Peter R Jr Ttee: 

 0.0%
Other organizations performing similar types of work: 

 20.4%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$54,056$41,971$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$8,850
Dividends and interest from securities$32,006
Gross rents$0
Gross profit from sales of goods$0
Other income$3,327
Other$9,873
Total expenses and disbursements$76,878$11,315$0$64,513
Compensation of officers, directors, trustees, etc.$15,053
Total operating and administrative expenses$23,678$11,315$11,313
Contributions, gifts, grants paid$53,200
Excess of revenue over expenses and disbursements$-22,822
Net investment income$30,656
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$1,373,788$1,478,452
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$994,359
Investments-corporate bonds$175,015
Investments-mortgage loans$0
Investments-other$0
Other$204,414
Total liabilities$0
Total liabilities and net assets/fund balances$1,373,788
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$9,873
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$613
Total credits and payments$1,297
2012 estimated tax payments and 2011 overpayment credited to 2012$1,297
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Overpayment$684
Amount to be credited to 2013 estimated tax$684
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$1,486,087
Net value of noncharitable-use assets$1,463,800
Minimum investment return$73,190
Distributable Amount (for 2012)
Distributable amount$72,577
Undistributed Income (for 2012)
Distributable amount for 2012$72,577
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Southern Oregon Goodwill Industries11 W Jackson St, Medford, OR 97501-2332OR1968-09$14,939,713
2Sandy River Charitable Foundation349 Voter Hill Rd, Farmington, ME 04938-6030ME1997-04$36,712,146
3Zanesville Welfare Org & Goodwill Industries3610 West Pike, Zanesville, OH 43701-9335OH1942-10$10,654,060
4Goodwill Industries Of The Pioneer Valley Inc570 Cottage St, Springfield, MA 01104-3353MA1942-07$6,840,796
5Rosenthal Fund784 Park Avenue No 19b, New York, NY 10021-3553NY1997-04$2,179,160
6South Shore Bank Charitable Foundation Inc1530 Main St, S Weymouth, MA 02190-1310MA1997-04$1,595,539
7The Willowbank Foundation123 Pleasant St Ste 202, Marblehead, MA 01945-2381MA1997-04$1,036,508
8Whittingham Family Foundation Inc1200 High Ridge Rd Ste 2, Stamford, CT 06905-1202CT1997-04$933,142
9Tilles Family Foundation7600 Jericho Tpke, Woodbury, NY 11797-1728NY1997-04$388,100
10Jacobs Fam Charitable Tr, Ayer Peter R Jr Ttee5 Market Sq Ste 107 # 507, Amesbury, MA 01913-2431MA1997-08$336,419
11Somerset Hills Education Foundation25 Olcott Ave, Bernardsville, NJ 07924-2307NJ1997-06$147,731
12David And Elizabeth A Gormley Family Foundation Inc83 Carriage Way, Sudbury, MA 01776-2840MA1997-06$126,682
13Massbank Charitable Foundation123 Haven St, Reading, MA 01867-2952MA1997-04$60,191
14Schwimmers Foundation, Schwimmer Leiser Ttee266 Keap St Apt 2r, Brooklyn, NY 11211-7391NY1997-05$59,007
15Schiff Family Foundation Inc1060 5th Ave, New York, NY 10128-0104NY1997-04$55,788
16Westfield High School Ice Hockey AssociationPO BOX 2864, Westfield, NJ 07091-2864NJ1997-08$54,848
17Solan Family Foundation Inc1 Dolma Rd, Scarsdale, NY 10583-4505NY1997-05$44,747
18Carolyn & Laurence Tribe Fam Charitable Foundation Tr, Tribe Laurence H & Carolyn K Ttee1340 Soldiers Field Rd, Boston, MA 02135-1000MA1997-04$44,567
19Baudoin Family Foundation Inc26r Antrim St, Cambridge, MA 02139-1102MA1997-09$1,493
20Trailside Museum Charitable Trust1904 Canton Ave, Milton, MA 02186MA1991-05$0
Number of organizations performing similar types of work
Alabama2
Arizona1
California5
Colorado3
Connecticut9
District of Columbia1
Delaware1
Florida6
Georgia3
Iowa2
Illinois1
Indiana3
Kansas1
Louisiana3
Massachusetts9
Maryland2
Maine4
Michigan7
Minnesota1
Mississippi1
North Carolina4
Nebraska2
New Hampshire1
New Jersey5
New Mexico1
New York16
Ohio7
Oklahoma4
Oregon2
Pennsylvania3
South Carolina2
Tennessee1
Texas11
Virginia2
Washington3
Wisconsin2
Wyoming1
Total132

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