Joseph E Robert Jr Charitable Trust

Jer Charitable Trust
  • Washington, DC
  • Tax exemption issued: Sept. 2017
  • EIN: 47-3532602

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,371,139
Expenses
$1,945,765
Net Income
$425,374
Net Assets
$38,754,416
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $873
0.0%
Dividends $1,363,396
57.5%
Sales of Assets $939,513
39.6%
Other Income $67,357
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,490,233
76.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $38,754,416
Total Liabilities $0
Net Assets $38,754,416
Compensation
Key Employees and Officers Compensation Other
G David Fensterheim (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
990-T
Filed on Nov. 14, 2025

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,581,924
Expenses
$2,482,162
Net Income
-$900,238
Net Assets
$37,019,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,591
0.4%
Dividends $810,549
51.2%
Sales of Assets $701,827
44.4%
Other Income $63,957
4.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,204,786
88.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $37,019,506
Total Liabilities $0
Net Assets $37,019,506
Compensation
Key Employees and Officers Compensation Other
G David Fensterheim (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T
Filed on Nov. 15, 2024

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,088,162
Expenses
$2,281,794
Net Income
-$1,193,632
Net Assets
$35,191,677
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,588
0.2%
Dividends $684,697
62.9%
Sales of Assets $293,395
27.0%
Other Income $107,482
9.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,831,416
80.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $35,191,677
Total Liabilities $0
Net Assets $35,191,677
Compensation
Key Employees and Officers Compensation Other
G David Fensterheim (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T
Filed on Nov. 13, 2023

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,586,606
Expenses
$2,268,653
Net Income
$3,317,953
Net Assets
$42,248,898
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $179
0.0%
Dividends $678,783
12.2%
Sales of Assets $4,834,460
86.5%
Other Income $73,184
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,667,034
73.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $42,248,898
Total Liabilities $0
Net Assets $42,248,898
Compensation
Key Employees and Officers Compensation Other
G David Fensterheim (Trustee (see Statement 15)) $0 $0

Document Links

990-PF
Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)
990-T
Filed on Nov. 10, 2022

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$998,272
Expenses
$2,137,966
Net Income
-$1,139,694
Net Assets
$37,328,145
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,540
0.5%
Dividends $692,577
69.4%
Sales of Assets $222,796
22.3%
Other Income $78,359
7.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,734,328
81.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $37,328,146
Total Liabilities $1
Net Assets $37,328,145
Compensation
Key Employees and Officers Compensation Other
G David Fensterheim (Trustee (see Statement 15)) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
990-T
Filed on Nov. 15, 2021

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,896,586
Expenses
$2,116,265
Net Income
-$219,679
Net Assets
$35,190,898
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $37,745
2.0%
Dividends $726,312
38.3%
Sales of Assets $880,172
46.4%
Other Income $252,357
13.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,650,896
78.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $35,190,899
Total Liabilities $1
Net Assets $35,190,898
Compensation
Key Employees and Officers Compensation Other
G David Fensterheim (Trustee (see Statement 15)) $0 $0

Document Links

990-PF
Filed on Nov. 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated