Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 35-2373932

DON JACOBS SR CHARITABLE FOUNDATION INC

Tax-exempt · LEXINGTON, KY 40507

Financials

$130K$821K2023$1.4M$856K2024$890K$1.3M2025
Revenue Expenses · by fiscal year end
Financials of DON JACOBS SR CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$889,613$1,254,054-$364,441$13,836,735$0$13,836,735
December 31, 2024990-PF$1,400,613$856,293$544,320$14,201,176$0$14,201,176
December 31, 2023990-PF$129,980$821,159-$691,179$13,656,856$0$13,656,856
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$332,514
Interest
$4,938
Net gain from sales of assets
$552,161

Expenses

Grants and similar amounts paid
$1,010,000
Compensation of officers, directors and key employees
$4,000
Disbursements for charitable purposes
$1,013,332
Excise tax on investment income
$9,795

Balance sheet and other

Total assets, start of year
$14,201,176
Total assets, end of year
$13,836,735
Total liabilities, end of year
$0
Net assets, end of year
$13,836,735
Fair market value of assets
$32,702,511
Qualifying distributions
$1,013,332
Net investment income
$914,634

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
KAREN L WEST
100 WEST MAIN STREET SUITE 300, LEXINGTON, KY 40507
TREASURER, DIRECTOR1$4,000
CATHY JACOBS
100 WEST MAIN STREET SUITE 300, LEXINGTON, KY 40507
PRESIDENT, DIRECTOR1$0
DOUG DEAN
100 WEST MAIN STREET SUITE 300, LEXINGTON, KY 40507
VICE PRESIDENT, DIRECTOR0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
KAREN L WEST
100 WEST MAIN STREET SUITE 300, LEXINGTON, KY 40507
TREASURER, DIRECTOR1$4,000
CATHY JACOBS
100 WEST MAIN STREET SUITE 300, LEXINGTON, KY 40507
PRESIDENT, DIRECTOR1$0
DOUG DEAN
100 WEST MAIN STREET SUITE 300, LEXINGTON, KY 40507
VICE PRESIDENT, DIRECTOR0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
KAREN L WEST
100 WEST MAIN STREET SUITE 300, LEXINGTON, KY 40507
TREASURER, DIRECTOR1$4,000
CATHY JACOBS
100 WEST MAIN STREET SUITE 300, LEXINGTON, KY 40507
PRESIDENT, DIRECTOR1$0
DOUG DEAN
100 WEST MAIN STREET SUITE 300, LEXINGTON, KY 40507
VICE PRESIDENT, DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
100 W MAIN ST STE 300, LEXINGTON, KY 40507-1867
In care of
% DOUG DEAN
Signed the 990-PF
DOUG DEAN, VICE PRESIDENT
Phone
(859) 913-1375
Return prepared by
DEAN DORTON ALLEN FORD PLLC

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
35-2373932
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$13,836,735
Income (IRS master file)
$5,198,603

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$889,613$1,254,054$13,836,735IRS
990-PFDecember 2024$1,400,613$856,293$14,201,176XML
990-PFDecember 2023$129,980$821,159$13,656,856XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 35-2373932).

Questions about DON JACOBS SR CHARITABLE FOUNDATION INC

What is the EIN of DON JACOBS SR CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of DON JACOBS SR CHARITABLE FOUNDATION INC is 35-2373932.
Is DON JACOBS SR CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to DON JACOBS SR CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DON JACOBS SR CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of DON JACOBS SR CHARITABLE FOUNDATION INC 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 DON JACOBS SR CHARITABLE FOUNDATION INC 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 DON JACOBS SR CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $4,000 (KAREN L WEST, TREASURER, DIRECTOR).
How much revenue does DON JACOBS SR CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $889,613, expenses of $1,254,054 and total assets of $13,836,735 at year end.

Other nonprofits in LEXINGTON

All nonprofits in LEXINGTON · Kentucky · Philanthropy, voluntarism and grantmaking foundations