Nonprofit · EIN 26-3499433
STEVEN AND CATHERINE JACOB FAMILY FOUNDATION
Tax-exempt · SAN JOSE, CA 95125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $145,135 | $838,033 | -$692,898 | $105,969 | $0 | $105,969 |
| December 31, 2024 | 990-PF | $65,658 | $127,732 | -$62,074 | $798,867 | $0 | $798,867 |
| December 31, 2023 | 990-PF | $80,623 | $164,654 | -$84,031 | $860,941 | $0 | $860,941 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $24,527
- Net gain from sales of assets
- $120,608
Expenses
- Grants and similar amounts paid
- $814,959
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $999,717
- Excise tax on investment income
- $1,888
Balance sheet and other
- Total assets, start of year
- $798,867
- Total assets, end of year
- $105,969
- Total liabilities, end of year
- $0
- Net assets, end of year
- $105,969
- Fair market value of assets
- $105,969
- Qualifying distributions
- $999,717
- Net investment income
- $145,135
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 |
|---|---|---|---|
| STEVEN JACOB 1635 MULBERRY LANE, SAN JOSE, CA 95125 | CHIEF FINANCIAL OFFICER | 1 | $0 |
| HOLLAND ELKINS 1221 GLENN AVENUE, SAN JOSE, CA 95125 | CHAIRMAN OF THE BOARD | 0.5 | $0 |
| LAUREN LEVINE 1510 ECHO HILL FARM, CHARLOTTESVILLE, VA 22901 | PRESIDENT | 0.5 | $0 |
| DAVID ELKINS 1221 GLENN AVENUE, SAN JOSE, CA 95125 | VICE PRESIDENT | 0.5 | $0 |
| CATHERINE JACOB 1635 MULBERRY LANE, SAN JOSE, CA 95125 | SECRETARY | 0.5 | $0 |
| ROSS LEVINE 1510 ECHO HILL FARM, CHARLOTTESVILLE, CA 95125 | BOARD MEMBER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN JACOB 1635 MULBERRY LANE, SAN JOSE, CA 95125 | CHIEF FINANCIAL OFFICER | 1 | $0 |
| HOLLAND ELKINS 1635 MULBERRY LANE, SAN JOSE, CA 95125 | CHAIRMAN OF THE BOARD | 0.5 | $0 |
| LAUREN LEVINE 1635 MULBERRY LANE, SAN JOSE, CA 95125 | PRESIDENT | 0.5 | $0 |
| DAVID ELKINS 1635 MULBERRY LANE, SAN JOSE, CA 95125 | VICE PRESIDENT | 0.5 | $0 |
| CATHERINE JACOB 1635 MULBERRY LANE, SAN JOSE, CA 95125 | SECRETARY | 0.5 | $0 |
| ROSS LEVINE 1635 MULBERRY LANE, SAN JOSE, CA 95125 | BOARD MEMBER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN JACOB 1635 MULBERRY LANE, SAN JOSE, CA 95125 | CHIEF FINANCIAL OFFICER | 1 | $0 |
| HOLLAND ELKINS 1635 MULBERRY LANE, SAN JOSE, CA 95125 | CHAIRMAN OF THE BOARD | 0.5 | $0 |
| LAUREN LEVINE 1635 MULBERRY LANE, SAN JOSE, CA 95125 | PRESIDENT | 0.5 | $0 |
| DAVID ELKINS 1635 MULBERRY LANE, SAN JOSE, CA 95125 | VICE PRESIDENT | 0.5 | $0 |
| CATHERINE JACOB 1635 MULBERRY LANE, SAN JOSE, CA 95125 | SECRETARY | 0.5 | $0 |
| ROSS LEVINE 1635 MULBERRY LANE, SAN JOSE, CA 95125 | BOARD MEMBER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1635 MULBERRY LN, SAN JOSE, CA 95125-4943
- In care of
- % STEVEN MARK JACOB
- Signed the 990-PF
- STEVEN JACOB, PRESIDENT
- Phone
- (408) 332-8165
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 26-3499433 or by the name STEVEN AND CATHERINE JACOB FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 26-3499433
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $105,969
- Income (IRS master file)
- $266,917
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $145,135 | $838,033 | $105,969 | XML |
| 990-PF | December 2024 | $65,658 | $127,732 | $798,867 | IRS |
| 990-PF | December 2023 | $80,623 | $164,654 | $860,941 | 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 26-3499433).
Questions about STEVEN AND CATHERINE JACOB FAMILY FOUNDATION
- What is the EIN of STEVEN AND CATHERINE JACOB FAMILY FOUNDATION?
- The employer identification number (EIN) of STEVEN AND CATHERINE JACOB FAMILY FOUNDATION is 26-3499433.
- Is STEVEN AND CATHERINE JACOB FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to STEVEN AND CATHERINE JACOB FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEVEN AND CATHERINE JACOB FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEVEN AND CATHERINE JACOB FAMILY FOUNDATION 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 STEVEN AND CATHERINE JACOB FAMILY FOUNDATION 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 STEVEN AND CATHERINE JACOB FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does STEVEN AND CATHERINE JACOB FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $145,135, expenses of $838,033 and total assets of $105,969 at year end.
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