Nonprofit · EIN 13-6142546
JACOB J JACOBY TRUST UD FBO H I JACOBY SCHOLARSHIP FUND 240880
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $52,657 | $37,848 | $14,809 | $462,778 | $0 | $462,778 |
| December 31, 2024 | 990-PF | $59,626 | $21,955 | $37,671 | $448,080 | $0 | $448,080 |
| December 31, 2023 | 990-PF | $8,057 | $21,485 | -$13,428 | $411,099 | $0 | $411,099 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,468
- Net gain from sales of assets
- $41,189
Expenses
- Grants and similar amounts paid
- $27,925
- Compensation of officers, directors and key employees
- $5,836
- Disbursements for charitable purposes
- $30,859
- Excise tax on investment income
- $656
Balance sheet and other
- Total assets, start of year
- $448,080
- Total assets, end of year
- $462,778
- Total liabilities, end of year
- $0
- Net assets, end of year
- $462,778
- Fair market value of assets
- $494,128
- Qualifying distributions
- $30,859
- Net investment income
- $52,210
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $5,836 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $5,546 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $4,912 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % US TRUST COMPANY NA TAX COMPLIANC
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6142546
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $462,778
- Income (IRS master file)
- $70,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $52,657 | $37,848 | $462,778 | XML |
| 990-PF | December 2024 | $59,626 | $21,955 | $448,080 | XML |
| 990-PF | December 2023 | $8,057 | $21,485 | $411,099 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6142546).
Questions about JACOB J JACOBY TRUST UD FBO H I JACOBY SCHOLARSHIP FUND 240880
- What is the EIN of JACOB J JACOBY TRUST UD FBO H I JACOBY SCHOLARSHIP FUND 240880?
- The employer identification number (EIN) of JACOB J JACOBY TRUST UD FBO H I JACOBY SCHOLARSHIP FUND 240880 is 13-6142546.
- Is JACOB J JACOBY TRUST UD FBO H I JACOBY SCHOLARSHIP FUND 240880 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to JACOB J JACOBY TRUST UD FBO H I JACOBY SCHOLARSHIP FUND 240880 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACOB J JACOBY TRUST UD FBO H I JACOBY SCHOLARSHIP FUND 240880 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACOB J JACOBY TRUST UD FBO H I JACOBY SCHOLARSHIP FUND 240880 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACOB J JACOBY TRUST UD FBO H I JACOBY SCHOLARSHIP FUND 240880 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JACOB J JACOBY TRUST UD FBO H I JACOBY SCHOLARSHIP FUND 240880?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,836 (BANK OF AMERICA, TRUSTEE).
- How much revenue does JACOB J JACOBY TRUST UD FBO H I JACOBY SCHOLARSHIP FUND 240880 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $52,657, expenses of $37,848 and total assets of $462,778 at year end.
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