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Jules & Evelyn Jacobsen Char Tr

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$20.6k (2024)

Expenses
$21.3k (2024)

Total Assets
$402k (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,574
Expenses
$21,269
Net Income
-$695
Net Assets
$401,742
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,383
89.4%
Sales of Assets $2,191
10.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,000
9.4%
Compensation of Officers* $5,461
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $401,742
Total Liabilities $0
Net Assets $401,742
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $5,461 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,453
Expenses
$50,125
Net Income
-$14,672
Net Assets
$401,513
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,349
51.8%
Sales of Assets $17,104
48.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,000
55.9%
Compensation of Officers* $6,043
12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $401,513
Total Liabilities $0
Net Assets $401,513
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $6,043 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,483
Expenses
$56,463
Net Income
-$23,980
Net Assets
$415,385
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,384
62.8%
Sales of Assets $12,099
37.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,000
53.1%
Compensation of Officers* $6,416
11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $415,385
Total Liabilities $0
Net Assets $415,385
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $6,416 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,049
Expenses
$56,953
Net Income
-$35,904
Net Assets
$439,668
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,378
> 100%
Sales of Assets -$329
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,000
47.4%
Compensation of Officers* $6,922
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $439,668
Total Liabilities $0
Net Assets $439,668
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $6,922 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,482
Expenses
$54,658
Net Income
-$16,176
Net Assets
$475,571
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,332
60.6%
Sales of Assets $15,150
39.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,000
49.4%
Compensation of Officers* $7,200
13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $475,572
Total Liabilities $1
Net Assets $475,571
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $7,200 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$64,547
Expenses
$59,210
Net Income
$5,337
Net Assets
$491,747
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,071
28.0%
Sales of Assets $46,476
72.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,000
54.0%
Compensation of Officers* $7,329
12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $491,748
Total Liabilities $1
Net Assets $491,747
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $7,329 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,139
Expenses
$61,425
Net Income
$1,714
Net Assets
$486,411
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $47
0.1%
Dividends $17,957
28.4%
Sales of Assets $45,135
71.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,000
58.6%
Compensation of Officers* $6,581
10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $486,411
Total Liabilities $0
Net Assets $486,411
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $6,581 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,468
Expenses
$70,901
Net Income
-$45,433
Net Assets
$484,697
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $263
1.0%
Dividends $20,527
80.6%
Sales of Assets $4,678
18.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,000
52.2%
Compensation of Officers* $8,115
11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $484,697
Total Liabilities $0
Net Assets $484,697
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $8,115 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,960
Expenses
$65,973
Net Income
-$28,013
Net Assets
$530,130
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $263
0.7%
Dividends $15,865
41.8%
Sales of Assets $21,832
57.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,000
56.1%
Compensation of Officers* $8,440
12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $530,130
Total Liabilities $0
Net Assets $530,130
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $8,440 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,438
Expenses
$69,593
Net Income
-$58,155
Net Assets
$558,143
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $263
2.3%
Dividends $17,436
> 100%
Sales of Assets -$6,261
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,000
57.5%
Compensation of Officers* $8,868
12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $558,143
Total Liabilities $0
Net Assets $558,143
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $8,868 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,960
Expenses
$71,520
Net Income
-$51,560
Net Assets
$616,298
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $263
1.3%
Dividends $20,823
> 100%
Sales of Assets -$1,126
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,000
55.9%
Compensation of Officers* $9,594
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $616,298
Total Liabilities $0
Net Assets $616,298
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $9,594 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$444
Expenses
$99,614
Net Income
-$100,058
Net Assets
$668,910
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,033
Dividends $14,210
Sales of Assets -$28,687
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,500
65.8%
Compensation of Officers* $10,256
10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $668,910
Total Liabilities $0
Net Assets $668,910
Compensation
Key Employees and Officers Compensation Other
Joel M Ellis (Trustee) $10,256 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,765
Expenses
$92,678
Net Income
-$70,913
Net Assets
$768,967
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $18,575
85.3%
Dividends $11,882
54.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,000
59.3%
Compensation of Officers* $11,271
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $768,968
Total Liabilities $1
Net Assets $768,967

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,572
Expenses
$87,296
Net Income
-$4,724
Net Assets
$839,880
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19,734
23.9%
Dividends $10,475
12.7%
Sales of Assets $52,363
63.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
57.3%
Compensation of Officers* $11,833
13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $839,881
Total Liabilities $1
Net Assets $839,880

Document Links

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

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

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

Fiscal Year Ending Dec.
2007

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

Fiscal Year Ending Dec.
2006

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

Fiscal Year Ending Dec.
2005

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

Fiscal Year Ending Dec.
2004

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

Fiscal Year Ending Dec.
2003

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

Fiscal Year Ending Dec.
2002

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

Fiscal Year Ending Dec.
2001

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

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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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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