Jacobsen Lake Foundation

Salt Lake Cty, UT
Tax-exempt since Feb. 2008
EIN: 20-8817037

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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.

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

Donations to this organization are tax deductible.

Revenue

$23.3k (2024)

Expenses

$19.1k (2024)

Total Assets

$255k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$23,340

Expenses

$19,062

Net Income

$4,278

Net Assets

$254,890

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$88	0.4%
Dividends	$6,254	26.8%
Sales of Assets	$16,998	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,000	68.2%
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	$254,890
Total Liabilities	$0
Net Assets	$254,890

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on June 25, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$46,280

Expenses

$21,900

Net Income

$24,380

Net Assets

$250,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$5,347	11.6%
Sales of Assets	$40,919	88.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,308	74.5%
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	$250,612
Total Liabilities	$0
Net Assets	$250,612

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on Nov. 12, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$17,593

Expenses

$24,109

Net Income

-$6,516

Net Assets

$226,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,643	26.4%
Sales of Assets	$12,942	73.6%
Other Income	$8	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,099	66.8%
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	$226,232
Total Liabilities	$0
Net Assets	$226,232

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on May 15, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$41,074

Expenses

$17,850

Net Income

$23,224

Net Assets

$232,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,531	15.9%
Sales of Assets	$34,497	84.0%
Other Income	$46	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,294	74.5%
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	$232,748
Total Liabilities	$0
Net Assets	$232,748

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on May 18, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$15,135

Expenses

$18,431

Net Income

-$3,296

Net Assets

$209,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,958	32.8%
Sales of Assets	$10,177	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,125	71.2%
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	$209,524
Total Liabilities	$1
Net Assets	$209,523

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on Nov. 11, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$10,154

Expenses

$19,609

Net Income

-$9,455

Net Assets

$212,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,202	51.2%
Sales of Assets	$4,952	48.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,473	68.7%
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	$212,820
Total Liabilities	$1
Net Assets	$212,819

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on July 15, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$7,858

Expenses

$18,771

Net Income

-$10,913

Net Assets

$222,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,550	57.9%
Sales of Assets	$3,308	42.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,180	70.2%
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	$222,275
Total Liabilities	$0
Net Assets	$222,275

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on Oct. 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$16,646

Expenses

$17,671

Net Income

-$1,025

Net Assets

$233,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,541	27.3%
Sales of Assets	$12,105	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,749	72.1%
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	$233,188
Total Liabilities	$0
Net Assets	$233,188

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on May 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$10,492

Expenses

$19,179

Net Income

-$8,687

Net Assets

$234,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,462	52.1%
Sales of Assets	$5,030	47.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,505	70.4%
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	$234,213
Total Liabilities	$0
Net Assets	$234,213

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on June 5, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$12,783

Expenses

$20,056

Net Income

-$7,273

Net Assets

$242,900

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,369	49.8%
Sales of Assets	$6,414	50.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,140	70.5%
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	$242,900
Total Liabilities	$0
Net Assets	$242,900

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on Aug. 4, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$17,540

Expenses

$19,802

Net Income

-$2,262

Net Assets

$250,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.1%
Dividends	$6,781	38.7%
Sales of Assets	$10,745	61.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,960	70.5%
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	$250,173
Total Liabilities	$0
Net Assets	$250,173

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on July 22, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$17,836

Expenses

$21,100

Net Income

-$3,264

Net Assets

$250,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,493	30.8%
Sales of Assets	$12,343	69.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,506	64.0%
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	$250,430
Total Liabilities	$0
Net Assets	$250,430

Compensation

Key Employees and Officers	Compensation	Other
Heber S Jacobsen (Director)	$0	$0
Christine Lake (Director)	$0	$0
Amie Rosenberg (Director)	$0	$0

990-PF

Filed on July 8, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$9,356

Expenses

$17,509

Net Income

-$8,153

Net Assets

$253,781

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,500	58.8%
Sales of Assets	$3,856	41.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,000	68.5%
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	$253,781
Total Liabilities	$0
Net Assets	$253,781

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$11,310

Expenses

$21,151

Net Income

-$9,841

Net Assets

$262,077

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,985	79.4%
Sales of Assets	$2,325	20.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,500	73.3%
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	$262,077
Total Liabilities	$0
Net Assets	$262,077

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Jacobsen Lake Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $23.3k (2024)

Expenses $19.1k (2024)

Total Assets $255k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$23.3k (2024)

Expenses

$19.1k (2024)

Total Assets

$255k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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