Jacobson Family Fdn

New York, NY
Tax-exempt since March 1997
EIN: 13-3922461

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$939k (2023)

Expenses

$5.21M (2023)

Total Assets

$65.5M (2023)

Total Liabilities

$3.3k (2023)

Source: Form 990 tax filings from 2011 to 2023

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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$939,276

Expenses

$5,205,694

Net Income

-$4,266,418

Net Assets

$65,469,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$60,647	6.5%
Dividends	$939,862	> 100%
Sales of Assets	-$92,408
Other Income	$31,175	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,190,966	99.7%
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	$65,472,806
Total Liabilities	$3,300
Net Assets	$65,469,506

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (Director / Vp)	$0	$0
Kathy Howard Jacobson (Director / President)	$0	$0
J Robert Small (Treasurer / Secretary)	$0	$0
Marjorie Gershwind Fiverson (Director / Vp)	$0	$0
Stacey Bennett (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$6,440,555

Expenses

$2,942,456

Net Income

$3,498,099

Net Assets

$59,680,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,850,311	90.8%
Interest Revenue	$66,559	1.0%
Dividends	$539,576	8.4%
Sales of Assets	-$98,239
Other Income	$82,348	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,918,212	99.2%
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	$59,681,156
Total Liabilities	$1,030
Net Assets	$59,680,126

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (Director / Vp)	$0	$0
Kathy Howard Jacobson (Director / President)	$0	$0
J Robert Small (Treasurer / Secretary)	$0	$0
Marjorie Gershwind Fiverson (Director / Vp)	$0	$0
Stacey Bennett (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$627,611

Expenses

$2,304,235

Net Income

-$1,676,624

Net Assets

$61,813,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,449	2.5%
Dividends	$532,476	84.8%
Sales of Assets	$64,393	10.3%
Other Income	$15,293	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,244,655	97.4%
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	$61,816,317
Total Liabilities	$2,500
Net Assets	$61,813,817

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (Director / Vp)	$0	$0
Kathy Howard Jacobson (Director / President)	$0	$0
J Robert Small (Treasurer / Secretary)	$0	$0
Joshua Jacobson (Director / Vp)	$0	$0
Stacey Bennett (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$3,095,276

Expenses

$2,188,684

Net Income

$906,592

Net Assets

$61,096,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,344	1.5%
Dividends	$2,041,158	65.9%
Sales of Assets	$851,490	27.5%
Other Income	$155,284	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,130,042	97.3%
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	$61,124,634
Total Liabilities	$27,876
Net Assets	$61,096,758

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (Director / Vp)	$0	$0
Kathy Howard Jacobson (Director / President)	$0	$0
J Robert Small (Treasurer / Secretary)	$0	$0
Joshua Jacobson (Director / Vp)	$0	$0
Stacey Bennett (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2021

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

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Schedules ▼

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Fiscal Year Ending Dec.
2019

Revenue

$5,942,021

Expenses

$2,278,802

Net Income

$3,663,219

Net Assets

$54,894,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,999,678	84.1%
Interest Revenue	$35,112	0.6%
Dividends	$314,888	5.3%
Sales of Assets	$471,226	7.9%
Other Income	$121,117	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,243,089	98.4%
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	$54,894,535
Total Liabilities	$1
Net Assets	$54,894,534

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (Director / Vp)	$0	$0
Kathy Howard Jacobson (Director / President)	$0	$0
J Robert Small (Treasurer / Secretary)	$0	$0
Joshua Jacobson (Director / Vp)	$0	$0
Stacey Bennett (Director)	$0	$0

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990-PF

Filed on Nov. 16, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$9,726,129

Expenses

$801,016

Net Income

$8,925,113

Net Assets

$46,022,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,865,000	91.1%
Interest Revenue	$38,763	0.4%
Dividends	$97,227	1.0%
Sales of Assets	$573,342	5.9%
Other Income	$151,797	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$731,978	91.4%
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	$46,086,725
Total Liabilities	$64,106
Net Assets	$46,022,619

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (Director / Vp)	$0	$0
Kathy Howard Jacobson (Director / President)	$0	$0
J Robert Small (Treasurer / Secretary)	$0	$0
Joshua Jacobson (Director / Vp)	$0	$0
Stacey Bennett (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2019

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

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Schedules ▼

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.
2017

Revenue

$18,989,533

Expenses

$4,140,353

Net Income

$14,849,180

Net Assets

$39,630,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,603	0.1%
Dividends	$289,988	1.5%
Sales of Assets	$18,688,006	98.4%
Other Income	$936	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,904,143	94.3%
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	$39,630,820
Total Liabilities	$0
Net Assets	$39,630,820

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (Director / Vp)	$0	$0
Kathy Howard Jacobson (Director / President)	$0	$0
Erik Gershwind (Director / Vp)	$0	$0
J Robert Small (Treasurer / Secretary)	$0	$0
Joshua Jacobson (Director / Vp)	$0	$0
Stacey Bennett (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2018

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

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Schedules ▼

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.
2016

Revenue

$12,813,666

Expenses

$3,024,282

Net Income

$9,789,384

Net Assets

$42,305,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,500,218	97.6%
Interest Revenue	$26	0.0%
Dividends	$225,041	1.8%
Sales of Assets	$88,381	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,958,579	97.8%
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	$42,305,248
Total Liabilities	$0
Net Assets	$42,305,248

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (Director / Vp)	$0	$0
Kathy Howard Jacobson (Director / President)	$0	$0
Erik Gershwind (Director / Vp)	$0	$0
J Robert Small (Treasurer / Secretary)	$0	$0

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990-PF

Filed on Nov. 9, 2017

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

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990-T

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$995,625

Expenses

$2,510,132

Net Income

-$1,514,507

Net Assets

$27,428,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$241,682	24.3%
Sales of Assets	$753,943	75.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,415,190	96.2%
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	$27,437,249
Total Liabilities	$9,000
Net Assets	$27,428,249

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (Director / Vp)	$0	$0
Kathy Howard Jacobson (Director / President)	$0	$0
Erik Gershwind (Director / Vp)	$0	$0
J Robert Small (Treasurer / Secretary)	$0	$0

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990-PF

Filed on Nov. 11, 2016

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

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Schedules ▼

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.
2014

Revenue

$2,133,639

Expenses

$1,828,930

Net Income

$304,709

Net Assets

$33,778,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$655,065	30.7%
Sales of Assets	$1,463,942	68.6%
Other Income	$14,632	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,731,857	94.7%
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	$33,778,632
Total Liabilities	$0
Net Assets	$33,778,632

Compensation

Key Employees and Officers	Compensation	Other
Mitchell Jacobson (Director / Vp)	$0	$0
Kathy Howard Jacobson (Director / President)	$0	$0
Erik Gershwind (Director / Vp)	$0	$0
J Robert Small (Treasurer / Secretary)	$0	$0

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990-PF

Filed on Nov. 13, 2015

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

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Schedules ▼

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.
2013

Revenue

$1,488,007

Expenses

$3,136,436

Net Income

-$1,648,429

Net Assets

$33,909,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$155,892	10.5%
Sales of Assets	$1,329,247	89.3%
Other Income	$2,867	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,090,066	98.5%
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	$33,909,996
Total Liabilities	$0
Net Assets	$33,909,996

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.
2012

Revenue

$13,606,554

Expenses

$3,583,356

Net Income

$10,023,198

Net Assets

$33,614,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,268,850	97.5%
Interest Revenue	$1	0.0%
Dividends	$168,636	1.2%
Sales of Assets	$169,067	1.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,500,134	97.7%
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	$33,614,306
Total Liabilities	$0
Net Assets	$33,614,306

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,632,679

Expenses

$3,304,745

Net Income

-$672,066

Net Assets

$22,134,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,529,945	96.1%
Interest Revenue	$117	0.0%
Dividends	$45,200	1.7%
Sales of Assets	$57,417	2.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,129,490	94.7%
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	$22,134,856
Total Liabilities	$0
Net Assets	$22,134,856

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

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Types of Nonprofits

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Jacobson Family Fdn

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $939k (2023)

Expenses $5.21M (2023)

Total Assets $65.5M (2023)

Total Liabilities $3.3k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Revenue

$939k (2023)

Expenses

$5.21M (2023)

Total Assets

$65.5M (2023)

Total Liabilities

$3.3k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

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2001

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2000