Hans & Cay Jacobsen Charitable Foun Dation Inc

Winter Park, FL
Tax-exempt since July 1991
EIN: 59-3010451

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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

$631k (2025)

Expenses

$577k (2025)

Total Assets

$3.27M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 May
2025

Revenue

$631,103

Expenses

$577,484

Net Income

$53,619

Net Assets

$3,274,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$144,152	22.8%
Sales of Assets	$486,951	77.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$509,577	88.2%
Compensation of Officers*	$12,000	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,274,663
Total Liabilities	$0
Net Assets	$3,274,663

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$12,000	$0
W Thomas Brooks (Vice President)	$0	$0
Brian Brooks (Treasurer)	$0	$0
Shannon Mclin Carlyle (Secreatary)	$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

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Fiscal Year Ending May
2024

Revenue

$318,417

Expenses

$422,413

Net Income

-$103,996

Net Assets

$3,221,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,306	39.0%
Sales of Assets	$194,111	61.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$246,866	58.4%
Compensation of Officers*	$132,000	31.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,221,044
Total Liabilities	$0
Net Assets	$3,221,044

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$42,000	$0
W Thomas Brooks (Vice President)	$30,000	$0
Brian Brooks (Treasurer)	$30,000	$0
Shannon Mclin Carlyle (Secreatary)	$30,000	$0

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990-PF

Filed on Feb. 6, 2025

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

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XML

Fiscal Year Ending May
2023

Revenue

$159,829

Expenses

$371,939

Net Income

-$212,110

Net Assets

$3,325,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$117,429	73.5%
Sales of Assets	$42,400	26.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,940	70.4%
Compensation of Officers*	$72,000	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,325,040
Total Liabilities	$0
Net Assets	$3,325,040

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$27,000	$0
W Thomas Brooks (Vice President)	$15,000	$0
Brian Brooks (Treasurer)	$15,000	$0
Shannon Mclin Carlyle (Secreatary)	$15,000	$0

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990-PF

Filed on April 15, 2024

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

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Fiscal Year Ending May
2022

Revenue

$468,893

Expenses

$384,088

Net Income

$84,805

Net Assets

$3,537,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.2%
Interest Revenue	$0
Dividends	$92,115	19.6%
Sales of Assets	$375,778	80.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$294,677	76.7%
Compensation of Officers*	$59,000	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,537,150
Total Liabilities	$0
Net Assets	$3,537,150

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$23,750	$0
W Thomas Brooks (Vice President)	$11,750	$0
Brian Brooks (Treasurer)	$11,750	$0
Shannon Mclin Carlyle (Secreatary)	$11,750	$0

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990-PF

Filed on June 15, 2023

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

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Fiscal Year Ending May
2021

Revenue

$344,704

Expenses

$409,987

Net Income

-$65,283

Net Assets

$3,452,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500	0.7%
Interest Revenue	$137	0.0%
Dividends	$94,976	27.6%
Sales of Assets	$247,091	71.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$360,285	87.9%
Compensation of Officers*	$44,000	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	$3,452,345
Total Liabilities	$0
Net Assets	$3,452,345

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$20,000	$0
W Thomas Brooks (Vice President)	$8,000	$0
Brian Brooks (Treasurer)	$8,000	$0
Shannon Mclin (Secretary)	$8,000	$0

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990-PF

Filed on April 14, 2022

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

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Fiscal Year Ending May
2020

Revenue

$169,789

Expenses

$546,660

Net Income

-$376,871

Net Assets

$3,517,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.6%
Interest Revenue	$3,559	2.1%
Dividends	$102,662	60.5%
Sales of Assets	$62,185	36.6%
Other Income	$383	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$497,765	91.1%
Compensation of Officers*	$44,000	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,517,628
Total Liabilities	$1
Net Assets	$3,517,627

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$20,000	$0
W Thomas Brooks (Vice President)	$8,000	$0
Brian Brooks (Treasurer)	$8,000	$0
Shannon Mclin Carlyle (Secretary)	$8,000	$0

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990-PF

Filed on March 30, 2021

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

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Fiscal Year Ending May
2019

Revenue

$162,901

Expenses

$300,571

Net Income

-$137,670

Net Assets

$3,894,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.6%
Interest Revenue	$5,715	3.5%
Dividends	$97,912	60.1%
Sales of Assets	$57,978	35.6%
Other Income	$296	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$236,805	78.8%
Compensation of Officers*	$44,000	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,894,499
Total Liabilities	$1
Net Assets	$3,894,498

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$20,000	$0
W Thomas Brooks (Vice President)	$8,000	$0
Brian Brooks (Treasurer)	$8,000	$0
Shannon Mclin Carlyle (Secretary)	$8,000	$0

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990-PF

Filed on Jan. 7, 2020

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

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Fiscal Year Ending May
2018

Revenue

$245,826

Expenses

$400,274

Net Income

-$154,448

Net Assets

$4,032,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$495	0.2%
Interest Revenue	$15,504	6.3%
Dividends	$83,291	33.9%
Sales of Assets	$145,206	59.1%
Other Income	$1,330	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$350,285	87.5%
Compensation of Officers*	$44,000	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,032,169
Total Liabilities	$0
Net Assets	$4,032,169

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$20,000	$0
W Thomas Brooks (Vice Preside)	$8,000	$0
Brian Brooks (Treasurer)	$8,000	$0
Shannon Mclin Carlyle (Secretary)	$8,000	$0

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990-PF

Filed on March 13, 2019

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

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Fiscal Year Ending May
2017

Revenue

$361,634

Expenses

$631,685

Net Income

-$270,051

Net Assets

$4,186,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,075	28.5%
Sales of Assets	$258,559	71.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$561,132	88.8%
Compensation of Officers*	$36,500	5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,186,617
Total Liabilities	$0
Net Assets	$4,186,617

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$18,500	$0
W Thomas Brooks (Vice Preside)	$6,000	$0
Brian Brooks (Treasurer)	$6,000	$0
Shannon Mclin Carlyle (Secretary)	$6,000	$0

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990-PF

Filed on Jan. 17, 2018

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

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Fiscal Year Ending May
2016

Revenue

$254,971

Expenses

$362,683

Net Income

-$107,712

Net Assets

$4,456,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$64	0.0%
Interest Revenue	$0
Dividends	$100,865	39.6%
Sales of Assets	$154,042	60.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,751	82.9%
Compensation of Officers*	$32,000	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,456,668
Total Liabilities	$0
Net Assets	$4,456,668

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$14,000	$0
W Thomas Brooks (Vice President)	$6,000	$0
Brian Brooks (Treasurer)	$6,000	$0
Shannon Mclin Carlyle (Secretary)	$6,000	$0

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990-PF

Filed on Jan. 11, 2017

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

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Fiscal Year Ending May
2015

Revenue

$572,586

Expenses

$410,297

Net Income

$162,289

Net Assets

$4,564,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$113,090	19.8%
Sales of Assets	$459,496	80.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$364,641	88.9%
Compensation of Officers*	$32,000	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,564,380
Total Liabilities	$0
Net Assets	$4,564,380

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$14,000	$0
W Thomas Brooks (Vice President)	$6,000	$0
Brian Brooks (Treasurer)	$6,000	$0
Shannon Mclin Carlyle (Secretary)	$6,000	$0

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990-PF

Filed on April 15, 2016

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

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Fiscal Year Ending May
2014

Revenue

$167,499

Expenses

$411,155

Net Income

-$243,656

Net Assets

$4,402,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,575	60.0%
Sales of Assets	$59,674	35.6%
Other Income	$7,250	4.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$365,007	88.8%
Compensation of Officers*	$32,000	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,402,091
Total Liabilities	$0
Net Assets	$4,402,091

Compensation

Key Employees and Officers	Compensation	Other
Teresa W Borcheck (President)	$14,000	$0
W Thomas Brooks (Vice President)	$6,000	$0
Brian Brooks (Treasurer)	$6,000	$0
Shannon Mclin Carlyle (Secretary)	$6,000	$0

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990-PF

Filed on April 14, 2015

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

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Fiscal Year Ending May
2013

Revenue

$167,352

Expenses

$343,683

Net Income

-$176,331

Net Assets

$4,645,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,904	73.4%
Sales of Assets	$32,889	19.7%
Other Income	$11,559	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,427	82.2%
Compensation of Officers*	$32,000	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,645,747
Total Liabilities	$1
Net Assets	$4,645,746

990-PF

Filed on Oct. 22, 2013

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

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Fiscal Year Ending May
2012

Revenue

$502,539

Expenses

$274,617

Net Income

$227,922

Net Assets

$4,822,077

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,340	22.4%
Sales of Assets	$390,173	77.6%
Other Income	$26	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,179	80.5%
Compensation of Officers*	$28,000	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,822,078
Total Liabilities	$1
Net Assets	$4,822,077

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.

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Updated March 23, 2026

Hans & Cay Jacobsen Charitable Foun Dation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $631k (2025)

Expenses $577k (2025)

Total Assets $3.27M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$631k (2025)

Expenses

$577k (2025)

Total Assets

$3.27M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

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2022

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2021

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2020

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2019

Fiscal Year Ending May
2018

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2017

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2016

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2015

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2014

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2013

Fiscal Year Ending May
2012

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2011

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2010

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2009

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2008

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2007

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2005

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2002