Carol M Jacobsohn Foundation

Stuart, FL
Tax-exempt since April 1960
EIN: 36-6101091

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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

$608k (2024)

Expenses

$524k (2024)

Total Assets

$8.95M (2024)

Total Liabilities

$117k (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

Revenue

$607,785

Expenses

$523,719

Net Income

$84,066

Net Assets

$8,829,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	0.8%
Interest Revenue	$38	0.0%
Dividends	$267,972	44.1%
Sales of Assets	$315,587	51.9%
Other Income	$19,188	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,677	89.1%
Compensation of Officers*	$85,000	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,946,373
Total Liabilities	$116,884
Net Assets	$8,829,489

Compensation

Key Employees and Officers	Compensation	Other
Henry N Libby (President, Secretary, Dire)	$85,000	$0
Ellen W Libby (Treasurer, Director)	$0	$0
Michael Pitchford (Director)	$0	$0
Mark H Libby (Director)	$0	$0
Corinne Nossaman (Director)	$0	$0

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990-PF

Filed on Nov. 17, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$836,877

Expenses

$513,700

Net Income

-$1,350,577

Net Assets

$8,745,423

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,125
Dividends	$192,256
Sales of Assets	-$1,056,267
Other Income	$9

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$446,485	86.9%
Compensation of Officers*	$85,000	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,853,830
Total Liabilities	$108,407
Net Assets	$8,745,423

Compensation

Key Employees and Officers	Compensation	Other
Henry N Libby (President, Secretary, Dire)	$85,000	$0
Ellen W Libby (Treasurer, Director)	$0	$0
John Zarkowski (Assistant Treasurer, Direc)	$0	$0
Michael Pitchford (Director)	$0	$0
Mark H Libby (Director)	$0	$0

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990-PF

Filed on Sept. 16, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$79,996

Expenses

$602,710

Net Income

-$682,706

Net Assets

$10,096,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$483
Dividends	$191,136
Sales of Assets	-$271,615
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$530,103	88.0%
Compensation of Officers*	$85,000	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,202,948
Total Liabilities	$106,948
Net Assets	$10,096,000

Compensation

Key Employees and Officers	Compensation	Other
Henry N Libby (President, Secretary, Dire)	$85,000	$0
Ellen W Libby (Treasurer, Director)	$0	$0
John Zarkowski (Assistant Treasurer, Direc)	$0	$0
Michael Pitchford (Director)	$0	$0
Mark H Libby (Director)	$0	$0

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990-PF

Filed on Nov. 7, 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

$2,109,000

Expenses

$465,140

Net Income

$1,643,860

Net Assets

$10,778,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,419	0.7%
Dividends	$257,047	12.2%
Sales of Assets	$1,820,392	86.3%
Other Income	$16,142	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$414,965	89.2%
Compensation of Officers*	$85,000	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,837,206
Total Liabilities	$58,500
Net Assets	$10,778,706

Compensation

Key Employees and Officers	Compensation	Other
Henry N Libby (President, Secretary, Dire)	$85,000	$0
Ellen W Libby (Treasurer, Director)	$0	$0
John Zarkowski (Assistant Treasurer, Direc)	$0	$0
Michael Pitchford (Director)	$0	$0
Mark H Libby (Director)	$0	$0

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990-PF

Filed on Nov. 1, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$689,072

Expenses

$491,331

Net Income

$197,741

Net Assets

$9,134,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63,300	9.2%
Dividends	$98,292	14.3%
Sales of Assets	$524,735	76.2%
Other Income	$2,745	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$428,464	87.2%
Compensation of Officers*	$85,000	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,143,793
Total Liabilities	$8,947
Net Assets	$9,134,846

Compensation

Key Employees and Officers	Compensation	Other
Henry N Libby (President, Secretary, Dire)	$85,000	$0
Ellen W Libby (Treasurer, Director)	$0	$0
John Zarkowski (Assistant Treasurer, Direc)	$0	$0
Michael Pitchford (Director)	$0	$0
Mark H Libby (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$391,113

Expenses

$504,247

Net Income

-$113,134

Net Assets

$8,943,486

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38,692	9.9%
Dividends	$202,406	51.8%
Sales of Assets	$146,385	37.4%
Other Income	$3,630	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$437,345	86.7%
Compensation of Officers*	$85,000	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,945,810
Total Liabilities	$2,324
Net Assets	$8,943,486

Compensation

Key Employees and Officers	Compensation	Other
Henry N Libby (President, Secretary, Dire)	$85,000	$0
Ellen W Libby (Treasurer, Director)	$0	$0
John Zarkowski (Assistant Treasurer, Direc)	$0	$0
Michael Pitchford (Director)	$0	$0
Mark H Libby (Director)	$0	$0

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990-PF

Filed on Sept. 28, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$440,443

Expenses

$583,540

Net Income

-$143,097

Net Assets

$9,060,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,509	3.5%
Dividends	$278,472	63.2%
Sales of Assets	$146,462	33.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$497,703	85.3%
Compensation of Officers*	$81,250	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,062,459
Total Liabilities	$2,292
Net Assets	$9,060,167

Compensation

Key Employees and Officers	Compensation	Other
Henry N Libby (President, Secretary, Dire)	$81,250	$0
Ellen W Libby (Treasurer, Director)	$0	$0
John Zarkowski (Assistant Treasurer, Direc)	$0	$0
Michael Pitchford (Director)	$0	$0

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990-PF

Filed on Oct. 11, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$445,054

Expenses

$574,601

Net Income

-$129,547

Net Assets

$9,167,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53,289	12.0%
Dividends	$188,401	42.3%
Sales of Assets	$203,337	45.7%
Other Income	$27	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$437,355	76.1%
Compensation of Officers*	$96,581	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,167,597
Total Liabilities	$0
Net Assets	$9,167,597

Compensation

Key Employees and Officers	Compensation	Other
Henry Libby Esq (Pres/Sec/Dir)	$96,581	$0
Dr Ellen Libby (Treas/Direct)	$0	$0
John Zarkowsky (Director)	$0	$0
J Michael Pitchford (Director)	$0	$0

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990-PF

Filed on Oct. 9, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$336,798

Expenses

$611,104

Net Income

-$274,306

Net Assets

$9,297,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48,683	14.5%
Dividends	$185,852	55.2%
Sales of Assets	$99,026	29.4%
Other Income	$3,237	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$463,855	75.9%
Compensation of Officers*	$98,646	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,301,885
Total Liabilities	$4,741
Net Assets	$9,297,144

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,228,782

Expenses

$585,047

Net Income

$643,735

Net Assets

$9,604,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$201,866	16.4%
Interest Revenue	$81,813	6.7%
Dividends	$193,805	15.8%
Sales of Assets	$744,562	60.6%
Other Income	$6,736	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$449,690	76.9%
Compensation of Officers*	$109,441	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,605,943
Total Liabilities	$1,330
Net Assets	$9,604,613

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,224,849

Expenses

$651,546

Net Income

$573,303

Net Assets

$8,957,794

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$752,425	61.4%
Interest Revenue	$94,034	7.7%
Dividends	$135,151	11.0%
Sales of Assets	$236,220	19.3%
Other Income	$7,019	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$518,355	79.6%
Compensation of Officers*	$95,618	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,957,794
Total Liabilities	$0
Net Assets	$8,957,794

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$1,040,974

Expenses

$558,296

Net Income

$482,678

Net Assets

$8,387,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$623,695	59.9%
Interest Revenue	$0
Dividends	$239,907	23.0%
Sales of Assets	$170,319	16.4%
Other Income	$7,053	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$411,885	73.8%
Compensation of Officers*	$92,361	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,387,991
Total Liabilities	$0
Net Assets	$8,387,991

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$843,001

Expenses

$444,235

Net Income

$398,766

Net Assets

$7,906,956

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$464,498	55.1%
Interest Revenue	$0
Dividends	$213,694	25.3%
Sales of Assets	$154,483	18.3%
Other Income	$10,326	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$363,835	81.9%
Compensation of Officers*	$90,992	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,906,956
Total Liabilities	$0
Net Assets	$7,906,956

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2001

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

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.

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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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated February 25, 2026

Carol M Jacobsohn Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $608k (2024)

Expenses $524k (2024)

Total Assets $8.95M (2024)

Total Liabilities $117k (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. 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

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$608k (2024)

Expenses

$524k (2024)

Total Assets

$8.95M (2024)

Total Liabilities

$117k (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.
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 Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001