Nonprofit · EIN 13-6792520
UD JACOBY 1962 FOR COLUMBIA
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,756,939 | $1,079,898 | $677,041 | $16,670,314 | $0 | $16,670,314 |
| December 31, 2024 | 990-PF | $2,103,604 | $837,100 | $1,266,504 | $15,989,731 | $0 | $15,989,731 |
| December 31, 2023 | 990-PF | -$6,815 | $664,553 | -$671,368 | $14,741,550 | $0 | $14,741,550 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $356,477
- Net gain from sales of assets
- $1,400,462
Expenses
- Grants and similar amounts paid
- $861,246
- Compensation of officers, directors and key employees
- $140,334
- Disbursements for charitable purposes
- $918,629
- Excise tax on investment income
- $22,841
Balance sheet and other
- Total assets, start of year
- $15,989,731
- Total assets, end of year
- $16,670,314
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,670,314
- Fair market value of assets
- $17,061,538
- Qualifying distributions
- $918,629
- Net investment income
- $1,750,147
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 | $140,334 |
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 | $132,228 |
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 | $116,554 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % PRIVATE BANK TAX SERVICES
- 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
- 13-6792520
- 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
- 1982
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $16,670,314
- Income (IRS master file)
- $2,480,959
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,756,939 | $1,079,898 | $16,670,314 | XML |
| 990-PF | December 2024 | $2,103,604 | $837,100 | $15,989,731 | XML |
| 990-PF | December 2023 | -$6,815 | $664,553 | $14,741,550 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 13-6792520).
Questions about UD JACOBY 1962 FOR COLUMBIA
- What is the EIN of UD JACOBY 1962 FOR COLUMBIA?
- The employer identification number (EIN) of UD JACOBY 1962 FOR COLUMBIA is 13-6792520.
- Is UD JACOBY 1962 FOR COLUMBIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to UD JACOBY 1962 FOR COLUMBIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UD JACOBY 1962 FOR COLUMBIA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UD JACOBY 1962 FOR COLUMBIA 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 UD JACOBY 1962 FOR COLUMBIA 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 UD JACOBY 1962 FOR COLUMBIA?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $140,334 (BANK OF AMERICA, TRUSTEE).
- How much revenue does UD JACOBY 1962 FOR COLUMBIA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,756,939, expenses of $1,079,898 and total assets of $16,670,314 at year end.
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