Jacobs Fam Charitable Foundation Tr 121499

Jacobs Joseph C & D Lucinda Ttee

Hilton Head, SC
Tax-exempt since March 2000
EIN: 52-7030654

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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

$433k (2023)

Expenses

$33.8k (2023)

Total Assets

$1.04M (2023)

Total Liabilities

$0 (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 Aug.
2023

Revenue

$433,411

Expenses

$33,773

Net Income

$399,638

Net Assets

$1,042,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$31,716	7.3%
Interest Revenue	$681	0.2%
Dividends	$19,189	4.4%
Sales of Assets	$369,100	85.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,604	7.7%
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	$1,042,663
Total Liabilities	$0
Net Assets	$1,042,663

Compensation

Key Employees and Officers	Compensation	Other
Joseph Charles Jacobs (Trustee)	$0	$0
D Lucinda Jacobs (Trustee)	$0	$0

990-PF

Filed on Feb. 7, 2025

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

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Fiscal Year Ending Aug.
2022

Revenue

$98,652

Expenses

$95,033

Net Income

$3,619

Net Assets

$643,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,325	26.7%
Sales of Assets	$41,610	42.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,291	70.8%
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	$645,570
Total Liabilities	$2,545
Net Assets	$643,025

Compensation

Key Employees and Officers	Compensation	Other
Joseph Charles Jacobs (Trustee)	$0	$0
D Lucinda Jacobs (Trustee)	$0	$0

990-PF

Filed on Jan. 17, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$73,331

Expenses

$43,709

Net Income

$29,622

Net Assets

$639,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,167	31.6%
Sales of Assets	$24,255	33.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,948	36.5%
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	$641,951
Total Liabilities	$2,545
Net Assets	$639,406

Compensation

Key Employees and Officers	Compensation	Other
Joseph Charles Jacobs (Trustee)	$0	$0
D Lucinda Jacobs (Trustee)	$0	$0

990-PF

Filed on Nov. 17, 2021

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

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XML

Fiscal Year Ending Aug.
2020

Revenue

$79,289

Expenses

$63,798

Net Income

$15,491

Net Assets

$609,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,440	17.0%
Interest Revenue	$1	0.0%
Dividends	$16,037	20.2%
Sales of Assets	$30,230	38.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,760	45.1%
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	$611,534
Total Liabilities	$1,750
Net Assets	$609,784

Compensation

Key Employees and Officers	Compensation	Other
Joseph Charles Jacobs (Trustee)	$0	$0
D Lucinda Jacobs (Trustee)	$0	$0

990-PF

Filed on Jan. 18, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Aug.
2019

Revenue

$88,309

Expenses

$81,108

Net Income

$7,201

Net Assets

$598,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$41,744	47.3%
Interest Revenue	$6	0.0%
Dividends	$16,038	18.2%
Sales of Assets	$12,941	14.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,206	58.2%
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	$598,246
Total Liabilities	$1
Net Assets	$598,245

Compensation

Key Employees and Officers	Compensation	Other
Joseph Charles Jacobs (Trustee)	$0	$0
D Lucinda Jacobs (Trustee)	$0	$0

990-PF

Filed on Jan. 14, 2020

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

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Schedules ▼

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Fiscal Year Ending Aug.
2018

Revenue

$76,641

Expenses

$71,412

Net Income

$5,229

Net Assets

$586,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$31,666	41.3%
Interest Revenue	$5	0.0%
Dividends	$15,767	20.6%
Sales of Assets	$9,973	13.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,079	26.7%
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	$588,295
Total Liabilities	$2,250
Net Assets	$586,045

Compensation

Key Employees and Officers	Compensation	Other
Joseph Charles Jacobs (Trustee)	$0	$0
D Lucinda Jacobs (Trustee)	$0	$0

990-PF

Filed on Dec. 27, 2018

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

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Fiscal Year Ending Aug.
2017

Revenue

$84,662

Expenses

$50,224

Net Income

$34,438

Net Assets

$580,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$51,648	61.0%
Interest Revenue	$3	0.0%
Dividends	$12,786	15.1%
Sales of Assets	-$7,306
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,917	47.6%
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	$582,192
Total Liabilities	$1,375
Net Assets	$580,817

Compensation

Key Employees and Officers	Compensation	Other
Joseph Charles Jacobs (Trustee)	$0	$0
D Lucinda Jacobs (Trustee)	$0	$0

990-PF

Filed on Nov. 2, 2017

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

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Fiscal Year Ending Aug.
2016

Revenue

$65,965

Expenses

$49,768

Net Income

$16,197

Net Assets

$546,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,112	25.9%
Interest Revenue	$0
Dividends	$13,326	20.2%
Sales of Assets	$9,526	14.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,458	47.1%
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	$547,754
Total Liabilities	$1,375
Net Assets	$546,379

Compensation

Key Employees and Officers	Compensation	Other
Joseph Charles Jacobs (Trustee)	$0	$0
D Lucinda Jacobs (Trustee)	$0	$0

990-PF

Filed on Jan. 12, 2017

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

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Fiscal Year Ending Aug.
2015

Revenue

$44,666

Expenses

$41,504

Net Income

$3,162

Net Assets

$530,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,585	25.9%
Interest Revenue	$1	0.0%
Dividends	$12,628	28.3%
Sales of Assets	$10,498	23.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,500	32.5%
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	$531,557
Total Liabilities	$1,375
Net Assets	$530,182

Compensation

Key Employees and Officers	Compensation	Other
Joseph Charles Jacobs (Trustee)	$0	$0
D Lucinda Jacobs (Trustee)	$0	$0

990-PF

Filed on Jan. 12, 2016

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

View Filing

Schedules ▼

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Fiscal Year Ending Aug.
2014

Revenue

$102,296

Expenses

$45,508

Net Income

$56,788

Net Assets

$527,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$64,286	62.8%
Interest Revenue	$0
Dividends	$14,118	13.8%
Sales of Assets	$5,892	5.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,140	22.3%
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	$527,020
Total Liabilities	$0
Net Assets	$527,020

Compensation

Key Employees and Officers	Compensation	Other
Joseph Charles Jacobs (Trustee)	$0	$0
D Lucinda Jacobs (Trustee)	$0	$0

990-PF

Filed on Nov. 20, 2014

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

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Fiscal Year Ending Aug.
2013

Revenue

$7,107

Expenses

$46,351

Net Income

-$39,244

Net Assets

$470,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,309	18.4%
Interest Revenue	$1	0.0%
Dividends	$12,725	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,133	34.8%
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	$472,231
Total Liabilities	$2,000
Net Assets	$470,231

990-PF

Filed on March 10, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2012

Revenue

$40,828

Expenses

$54,959

Net Income

-$14,131

Net Assets

$509,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,089	2.7%
Interest Revenue	$1	0.0%
Dividends	$13,318	32.6%
Sales of Assets	$7,820	19.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,856	50.7%
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	$511,576
Total Liabilities	$2,100
Net Assets	$509,476

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Revenue

$36,544

Expenses

$53,169

Net Income

-$16,625

Net Assets

$523,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,101	3.0%
Interest Revenue	$582	1.6%
Dividends	$12,042	33.0%
Sales of Assets	$3,579	9.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,300	55.1%
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	$525,707
Total Liabilities	$2,100
Net Assets	$523,607

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Updated March 23, 2026

Jacobs Fam Charitable Foundation Tr 121499

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $433k (2023)

Expenses $33.8k (2023)

Total Assets $1.04M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2011

Revenue

$433k (2023)

Expenses

$33.8k (2023)

Total Assets

$1.04M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
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Fiscal Year Ending Aug.
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Fiscal Year Ending Aug.
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Fiscal Year Ending Aug.
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Fiscal Year Ending Aug.
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