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Nonprofit · EIN 32-0349775

L C & MARGARET JACOBSON MEMORIAL FOUNDATION

Tax-exempt · PARADISE VLY, AZ 85253

Financials

−$1K$21K2023$19K$22K2024$44K$24K2025
Revenue Expenses · by fiscal year end
Financials of L C & MARGARET JACOBSON MEMORIAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$44,304$24,295$20,009$383,699$0$383,699
December 31, 2024990-PF$19,239$21,605-$2,366$363,690$0$363,690
December 31, 2023990-PF-$1,029$21,302-$22,331$366,043$0$366,043
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,534
Interest
$10
Net gain from sales of assets
$33,725
Other income
$35

Expenses

Grants and similar amounts paid
$22,000
Disbursements for charitable purposes
$22,000
Excise tax on investment income
$587

Balance sheet and other

Total assets, start of year
$363,690
Total assets, end of year
$383,699
Total liabilities, end of year
$0
Net assets, end of year
$383,699
Fair market value of assets
$459,016
Qualifying distributions
$22,000
Net investment income
$44,304

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.

NameTitleHours / weekCompensation
AMY JO GOTTFURCHT
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Chairman0$0
HARRY ROSENZWEIG JR
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
President0$0
KAY F GEROLD
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Director0$0
MISTY OHMART
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Director0$0
JAY KEE JACOBSON
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Director0$0
JAMES FRIED
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Secretary0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
AMY JO GOTTFURCHT
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Chairman0$0
HARRY ROSENZWEIG JR
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
President0$0
KAY F GEROLD
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Secretary0$0
RONALD F JACOBSON
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Director0$0
JAY KEE JACOBSON
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Director0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
AMY JO GOTTFURCHT
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Chairman0$0
HARRY ROSENZWEIG JR
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
President0$0
KAY F GEROLD
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Secretary0$0
RONALD F JACOBSON
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Director0$0
JAY KEE JACOBSON
6642 N PRAYING MONK RD, PARADISE VALLEY, AZ 85253
Director0$0

Address and contacts

Address (IRS master file)
6642 N PRAYING MONK RD, PARADISE VLY, AZ 85253-4037
In care of
% LAWERENCE PETERSEN
Signed the 990-PF
AMY JO GOTTFURCHT, Chairman
Phone
(602) 248-0322
Return prepared by
HEATHER N HOLCOMB

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
32-0349775
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$383,699
Income (IRS master file)
$363,374

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$44,304$24,295$383,699IRS
990-PFDecember 2024$19,239$21,605$363,690XML
990-PFDecember 2023-$1,029$21,302$366,043XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 32-0349775).

Questions about L C & MARGARET JACOBSON MEMORIAL FOUNDATION

What is the EIN of L C & MARGARET JACOBSON MEMORIAL FOUNDATION?
The employer identification number (EIN) of L C & MARGARET JACOBSON MEMORIAL FOUNDATION is 32-0349775.
Is L C & MARGARET JACOBSON MEMORIAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to L C & MARGARET JACOBSON MEMORIAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does L C & MARGARET JACOBSON MEMORIAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of L C & MARGARET JACOBSON MEMORIAL 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 L C & MARGARET JACOBSON MEMORIAL 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 L C & MARGARET JACOBSON MEMORIAL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does L C & MARGARET JACOBSON MEMORIAL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $44,304, expenses of $24,295 and total assets of $383,699 at year end.

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