Nonprofit · EIN 23-7004941
JACOBY FOUNDATION
Tax-exempt · VERO BEACH, FL 32963
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $26,895 | $34,248 | -$7,353 | $312,935 | $0 | $312,935 |
| March 31, 2025 | 990-PF | $30,841 | $35,237 | -$4,396 | $320,288 | $0 | $320,288 |
| March 31, 2024 | 990-PF | $14,564 | $26,427 | -$11,863 | $324,684 | $0 | $324,684 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $14,882
- Interest
- $431
- Net gain from sales of assets
- $11,582
Expenses
- Grants and similar amounts paid
- $33,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $33,500
- Excise tax on investment income
- $374
Balance sheet and other
- Total assets, start of year
- $320,288
- Total assets, end of year
- $312,935
- Total liabilities, end of year
- $0
- Net assets, end of year
- $312,935
- Fair market value of assets
- $698,982
- Qualifying distributions
- $33,500
- Net investment income
- $26,895
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT A JACOBY 23177 MARIES ROAD 417, BELLE, MO 65013 | PRESIDENT/DIRECTOR | 0.1 | $0 |
| CASPER J JACOBY IV 3383 OCEAN DRIVE, VERO BEACH, FL 32963 | VP/TREAS/DIRECTOR | 2 | $0 |
| KAREN J SINUNU 4 LINDEN PLACE, SUMMIT, NJ 07901 | VP/DIRECTOR | 0.1 | $0 |
990-PF for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT A JACOBY 23177 MARIES ROAD 417, BELLE, MO 65013 | PRESIDENT/DIRECTOR | 0.1 | $0 |
| CASPER J JACOBY IV 3383 OCEAN DRIVE, VERO BEACH, FL 32963 | VP/TREAS/DIRECTOR | 2 | $0 |
| KAREN J SINUNU 4 LINDEN PLACE, SUMMIT, NJ 07901 | VP/DIRECTOR | 0.1 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT A JACOBY 23177 MARIES ROAD 417, BELLE, MO 65013 | PRESIDENT/DIRECTOR | 0.1 | $0 |
| CASPER J JACOBY IV 3383 OCEAN DRIVE, VERO BEACH, FL 32963 | VP/ASST TREAS/DIRECTOR | 2 | $0 |
| KAREN J SINUNU 4 LINDEN PLACE, SUMMIT, NJ 07901 | VP/DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 3383 OCEAN DR, VERO BEACH, FL 32963-1680
- Signed the 990-PF
- CASPER J JACOBY IV, SECRETARY/TREASURER
- Phone
- (772) 365-4180
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7004941
- 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
- 1968
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $312,935
- Income (IRS master file)
- $37,313
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $26,895 | $34,248 | $312,935 | XML |
| 990-PF | March 2025 | $30,841 | $35,237 | $320,288 | XML |
| 990-PF | March 2024 | $14,564 | $26,427 | $324,684 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 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 23-7004941).
Questions about JACOBY FOUNDATION
- What is the EIN of JACOBY FOUNDATION?
- The employer identification number (EIN) of JACOBY FOUNDATION is 23-7004941.
- Is JACOBY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to JACOBY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACOBY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACOBY FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACOBY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of JACOBY FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does JACOBY FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $26,895, expenses of $34,248 and total assets of $312,935 at year end.
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