Skip to content
ProPublica Donate
ProPublica Donate

Steven And Catherine Jacob Family Foundation

  • San Jose, CA
  • Tax-exempt since March 2009
  • EIN: 26-3499433

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.

Summary charts: organization finances over time

Revenue
$65.7k (2024)

Expenses
$128k (2024)

Total Assets
$799k (2024)

Total Liabilities
$0 (2024)

Years with missing data
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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,658
Expenses
$127,732
Net Income
-$62,074
Net Assets
$798,867
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
15.2%
Interest Revenue $0
Dividends $27,778
42.3%
Sales of Assets $27,865
42.4%
Other Income $15
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $117,869
92.3%
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 $798,867
Total Liabilities $0
Net Assets $798,867
Compensation
Key Employees and Officers Compensation Other
Steven Jacob (Chief Financial Officer) $0 $0
Holland Elkins (Chairman Of The Board) $0 $0
Lauren Levine (President) $0 $0
David Elkins (Vice President) $0 $0
Catherine Jacob (Secretary) $0 $0
Ross Levine (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on May 12, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$80,623
Expenses
$164,654
Net Income
-$84,031
Net Assets
$860,941
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
62.0%
Interest Revenue $0
Dividends $27,947
34.7%
Sales of Assets $2,676
3.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $154,225
93.7%
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 $860,941
Total Liabilities $0
Net Assets $860,941
Compensation
Key Employees and Officers Compensation Other
Steven Jacob (Chief Financial Officer) $0 $0
Holland Elkins (Chairman Of The Board) $0 $0
Lauren Levine (President) $0 $0
David Elkins (Vice President) $0 $0
Catherine Jacob (Secretary) $0 $0
Ross Levine (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 1, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,427
Expenses
$154,685
Net Income
-$125,258
Net Assets
$944,972
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
> 100%
Interest Revenue $0
Dividends $16,432
55.8%
Sales of Assets -$39,573
Other Income $2,568
8.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $142,332
92.0%
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 $944,972
Total Liabilities $0
Net Assets $944,972
Compensation
Key Employees and Officers Compensation Other
Steven Jacob (Chief Financial Officer) $0 $0
Holland Elkins (Chairman Of The Board) $0 $0
Lauren Levine (President) $0 $0
David Elkins (Vice President) $0 $0
Catherine Jacob (Secretary) $0 $0
Ross Levine (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,954
Expenses
$66,447
Net Income
$63,507
Net Assets
$1,070,230
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
38.5%
Interest Revenue $0
Dividends $31,413
24.2%
Sales of Assets $48,541
37.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,661
80.8%
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 $1,070,935
Total Liabilities $705
Net Assets $1,070,230
Compensation
Key Employees and Officers Compensation Other
Steven Jacob (Chief Financial Officer) $0 $0
Catherine Jacob (Secretary) $0 $0
Holland Elkins (Chairman Of The Board) $0 $0
Lauren Jacob (President) $0 $0
David Elkins (Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on May 13, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,236
Expenses
$63,853
Net Income
$17,383
Net Assets
$1,006,722
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,025
61.6%
Interest Revenue $0
Dividends $24,408
30.0%
Sales of Assets $6,803
8.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,360
82.0%
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 $1,006,723
Total Liabilities $1
Net Assets $1,006,722
Compensation
Key Employees and Officers Compensation Other
Steven Jacob (Chief Financial Officer) $0 $0
Catherine Jacob (Secretary) $0 $0
Holland Elkins (Chairman Of The Board) $0 $0
Lauren Jacob (President) $0 $0
David Elkins (Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on March 31, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,299
Expenses
$59,393
Net Income
$26,906
Net Assets
$989,339
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
57.9%
Interest Revenue $0
Dividends $30,261
35.1%
Sales of Assets $6,038
7.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,092
79.3%
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 $989,340
Total Liabilities $1
Net Assets $989,339
Compensation
Key Employees and Officers Compensation Other
Steven Jacob (Chief Financial Officer) $0 $0
Catherine Jacob (Secretary) $0 $0
Holland Elkins (Chairman Of The Board) $0 $0
Lauren Jacob (President) $0 $0
David Elkins (Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on July 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,205
Expenses
$61,621
Net Income
$37,584
Net Assets
$962,434
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,080
50.5%
Interest Revenue $0
Dividends $31,216
31.5%
Sales of Assets $17,259
17.4%
Other Income $650
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,827
80.9%
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 $962,434
Total Liabilities $0
Net Assets $962,434
Compensation
Key Employees and Officers Compensation Other
Steven Jacob (Chief Financial Officer) $0 $0
Catherine Jacob (Secretary) $0 $0
Holland Elkins (Chairman Of The Board) $0 $0
Lauren Jacob (President) $0 $0
David Elkins (Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2019

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

View Filing
PDF XML

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

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,928
Expenses
$72,314
Net Income
-$5,386
Net Assets
$901,153
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,020
74.7%
Interest Revenue $0
Dividends $19,996
29.9%
Sales of Assets -$4,738
Other Income $1,650
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,010
85.8%
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 $901,153
Total Liabilities $0
Net Assets $901,153
Compensation
Key Employees and Officers Compensation Other
Steven Jacob (Chief Financial Officer) $0 $0
Catherine Jacob (Secretary) $0 $0
Holland Elkins (Chairman Of The Board) $0 $0
Lauren Jacob (President) $0 $0
David Elkins (Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 11, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$85,642
Expenses
$75,734
Net Income
$9,908
Net Assets
$906,652
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,020
58.4%
Interest Revenue $0
Dividends $19,102
22.3%
Sales of Assets $16,520
19.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,000
79.2%
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 $906,652
Total Liabilities $0
Net Assets $906,652
Compensation
Key Employees and Officers Compensation Other
Steven Jacob (Chief Financial Officer) $0 $0
Catherine Jacob (Secretary) $0 $0
Holland Elkins (Chairman Of The Board) $0 $0
Lauren Jacob (President) $0 $0
David Elkins (Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on May 9, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$247,695
Expenses
$84,806
Net Income
$162,889
Net Assets
$896,744
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
20.2%
Interest Revenue $0
Dividends $146,306
59.1%
Sales of Assets $51,389
20.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,000
88.4%
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 $896,744
Total Liabilities $0
Net Assets $896,744
Compensation
Key Employees and Officers Compensation Other
Steven Jacob (Chief Financial Officer) $0 $0
Catherine Jacob (Secretary) $0 $0
Holland Elkins (Chairman Of The Board) $0 $0
Lauren Jacob (President) $0 $0
David Elkins (Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on May 8, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$252,317
Expenses
$84,272
Net Income
$168,045
Net Assets
$733,855
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $200,000
79.3%
Interest Revenue $0
Dividends $16,050
6.4%
Sales of Assets $36,267
14.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,000
90.2%
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 $733,855
Total Liabilities $0
Net Assets $733,855
Compensation
Key Employees and Officers Compensation Other
Steven Jacob (Chief Financial Officer) $0 $0
Catherine Jacob (Secretary) $0 $0
Holland Elkins (Chairman Of The Board) $0 $0
Lauren Jacob (President) $0 $0
David Elkins (Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,109
Expenses
$31,104
Net Income
$46,005
Net Assets
$565,810
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,020
64.9%
Interest Revenue $0
Dividends $13,133
17.0%
Sales of Assets $13,956
18.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,000
80.4%
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 $565,810
Total Liabilities $0
Net Assets $565,810

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,069
Expenses
$31,290
Net Income
$29,779
Net Assets
$519,805
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $52,000
85.1%
Interest Revenue $0
Dividends $9,885
16.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,000
79.9%
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 $519,805
Total Liabilities $0
Net Assets $519,805

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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

Fiscal Year Ending Dec.
2009

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

Fiscal Year Ending Dec.
2008

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

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 information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include 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 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?

Every organization that has been recognized as tax exempt by the IRS has to file 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 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."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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 EINs 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. Bulk PDF downloads since 2017 are available from the IRS.
  • 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