2024-09-16T11:17:20-05:00 2023-12-31 383635706 REHMANN ROBSON LLC 800 SE MONTEREY COMMONS BLVD STE 102 STUART FL 34996 990PF 2023-01-01 366101091 CAROL M JACOBSOHN FOUNDATION INC CARO 4439941341 6900 SE HARBOR CIRCLE STUART FL 34996 HENRY N LIBBY PRESIDENT 4439941341 2024-09-16 1 1 CATHY M SHOEMAKER CPA P00311568 7722837444 2024-09-14 2023 2024-08-08 14:25:15Z X 9357570 X X 27125 27125 192256 192256 -1056267 17236596 0 9 9 -836877 219390 85000 0 85000 12950 6475 6475 12793 12793 0 8564 0 6510 45893 43474 0 165200 62742 97985 348500 348500 513700 62742 446485 -1350577 156648 294295 411801 411801 0 47340 47937 116847 4732232 5188812 0 3083591 3204837 9753649 550482 475799 4000 4000 38157 28384 28384 10202948 8853830 9357570 14500 3756 92448 104651 106948 108407 X 0 0 0 0 10096000 8745423 10096000 8745423 10202948 8853830 10096000 -1350577 0 8745423 0 8745423 PUBLICLY TRADED SECURITIES 98244 85922 12322 12322 PUBLICLY TRADED SECURITIES 850991 967749 -116758 -116758 PUBLICLY TRADED SECURITIES 500 500 500 PUBLICLY TRADED SECURITIES 109312 116847 -7535 -7535 PUBLICLY TRADED SECURITIES 728 728 728 PUBLICLY TRADED SECURITIES 2681159 2682596 -1437 -1437 PUBLICLY TRADED SECURITIES 5410541 6106992 -696451 -696451 PUBLICLY TRADED SECURITIES 6785286 6975059 -189773 -189773 PUBLICLY TRADED SECURITIES 1019164 1078695 -59531 -59531 PUBLICLY TRADED SECURITIES 280671 279003 1668 1668 -1056267 2177 0 2177 0 2177 26706 0 0 0 26706 0 24529 24529 0 0 0 0 0 0 0 0 0 0 0 1 1 FL MD 1 0 0 0 0 1 WWW.CAROLMJACOBSOHNFOUNDATION.ORG HENRY N LIBBY ESQ 4439941341 6900 SE HARBOR CIRCLE STUART FL 34996 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HENRY N LIBBY 6900 SE HARBOR CIRCLE STUART FL 34996 PRESIDENT, SECRETARY, DIRE 40.00 85000 0 0 ELLEN W LIBBY 6900 SE HARBOR CIRCLE STUART FL 34996 TREASURER, DIRECTOR 1.00 0 0 0 JOHN ZARKOWSKI 520 EPPING FOREST ROAD ANNAPOLIS MD 21401 ASSISTANT TREASURER, DIREC 1.00 0 0 0 MICHAEL PITCHFORD 2230 MULBERRY HILL ROAD ANNAPOLIS MD 21409 DIRECTOR 1.00 0 0 0 MARK H LIBBY 322 HILLSMERE DRIVE ANNAPOLIS MD 21403 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 9057931 30492 28384 9116807 0 0 9116807 136752 8980055 449003 449003 2177 2177 446826 0 446826 0 446826 446485 0 446485 446826 0 0 2263 2263 446485 0 0 0 446485 0 341 341 1922 0 0 0 0 0 0 0 1922 1922 HENRY N LIBBY PRESIDENT 6900 SE HARBOR CIRCLE STUART FL 34996 4439941341 HNLIBBY@CMJF.ORG APPLICATION FORM INCLUDING PROPOSAL SUMMARY, BACKGROUND, FUNDING REQUEST, EVALUATION, FINANCIAL INFORMATION AND LIST OF BOARD OF DIRECTORS. NONE TO BE CONSIDERED FOR FUNDING, AN ORGANIZATION MUST MEET SEVERAL REQUIREMENTS: 1. APPLICANTS MUST SUBMIT EVIDENCE OF TAX EXEMPTION UNDER SECTION 501(C)(3) OR SIMILAR PROVISIONS OF THE INTERNAL REVENUE CODE. 2. APPLICANTS MUST ADHERE TO THE PRINCIPLES DESCRIBED IN THE FOUNDATION'S MISSION STATEMENT. 3. IN GENERAL, APPLICANTS MUST PROVIDE THEIR SERVICES PRINCIPALLY IN THE GREATER ANNAPOLIS, MARYLAND AREA OR STUART, FLORIDA AREA; ALTHOUGH, OTHER AREAS WILL BE CONSIDERED. ANNE ARUNDEL COMMUNITY COLLEGE 101 COLLEGE PARKWAY ARNOLD MD 21012 N/A PUBLIC VOCATIONAL TRAINING & EXCELLENCE IN EDUCATION 53500 BOYS & GIRLS CLUB OF ANNAPOLIS 121 S VILLA AVENUE ANNAPOLIS MD 21401 N/A PUBLIC CHALLENGE GRANT 60000 CENTER FOR ADOPTION SUPPORT AND EDUCATION 3919 NATIONAL DRIVE SUITE 200 BURTONSVILLE MD 20866 N/A PUBLIC GENERAL OPERATING 20000 FLORIDA OCEANOGRAPHIC SOCIETY 890 NORTHEAST OCEAN BLVD STUART FL 34996 N/A PUBLIC GENERAL OPERATING 75000 MARTIN COUNTY HEALTHY START COALITION 963 SE FEDERAL HWY STUART FL 34994 N/A PUBLIC GENERAL OPERATING 20000 PROJECT LIFT 1330 SW 34TH STREET PALM CITY FL 34990 N/A PUBLIC EQUIPMENT 75000 ROUNDTABLE OF ST LUCIE COUNTY 546 NW UNIVERSITY BLVD SUITE 204 PORT ST LUCIE FL 34986 N/A PUBLIC GENERAL OPERATING 25000 TYKES & TEENS 3577 SW CORPORATE PARKWAY PALM CITY FL 34990 N/A PUBLIC GENERAL OPERATING 5000 HOUSE OF HOPE 2484 SE BONITA STREET STUART FL 34997 N/A PUBLIC GENERAL OPERATING 15000 348500 0 14 27125 14 192256 01 9 18 -1056267 0 -836877 0 -836877 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12950 6475 6475 INVESTMENTS NORTHERN TRUST 3083591 3204837 INVESTMENTS NORTHERN TRUST 4732232 5188812 47340 47937 0 0 INVESTMENT - STEPSTONE MEZZNINE PARTNERS AT COST 168351 6212 INVESTMENT - OPP MTG INC FUND AT COST 88370 0 INVESTMENT - PMF TEI ENDOWMENT AT COST 64215 36506 INVESTMENTS NORTHERN TRUST AT COST 229546 433081 DISTRIBUTION RECEIVABLE 2270 1678 1678 ESTIMATED TAXES 28760 26706 26706 ACCOUNTS RECEIVABLE 7127 0 0 BROKER FEES 34368 34368 0 BANK FEES 540 540 0 BUSINESS MEAL EXPENSE 2419 0 0 OFFICE SUPPLIES 1137 1137 0 PARTNERSHIP LOSS 302 302 0 MISCELLANEOUS EXPENSE 7127 7127 0 OTHER INCOME 9 9 9 INVESTMENT - PMF LP 92448 104651 PAYROLL TAX 6510 0 6510 NET INVESTMENT TAX 2054 0 0