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Nonprofit · EIN 36-6101091

CAROL M JACOBSOHN FOUNDATION

Tax-exempt · STUART, FL 34996

Financials

−$837K$514K2023$608K$524K2024
Revenue Expenses · by fiscal year end
Financials of CAROL M JACOBSOHN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$607,785$523,719$84,066$8,946,373$116,884$8,829,489
December 31, 2023990-PF-$836,877$513,700-$1,350,577$8,853,830$108,407$8,745,423
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,000
Dividends
$267,972
Interest
$38
Net gain from sales of assets
$315,587
Other income
$19,188

Expenses

Grants and similar amounts paid
$368,500
Compensation of officers, directors and key employees
$85,000
Disbursements for charitable purposes
$466,677
Excise tax on investment income
$7,616

Balance sheet and other

Total assets, start of year
$8,853,830
Total assets, end of year
$8,946,373
Total liabilities, end of year
$116,884
Net assets, end of year
$8,829,489
Fair market value of assets
$9,897,359
Qualifying distributions
$466,677
Net investment income
$602,785

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
HENRY N LIBBY
6900 SE HARBOR CIRCLE, STUART, FL 34996
PRESIDENT, SECRETARY, DIRE40$85,000
ELLEN W LIBBY
6900 SE HARBOR CIRCLE, STUART, FL 34996
TREASURER, DIRECTOR1$0
MICHAEL PITCHFORD
2230 MULBERRY HILL ROAD, ANNAPOLIS, MD 21409
DIRECTOR1$0
MARK H LIBBY
322 HILLSMERE DRIVE, ANNAPOLIS, MD 21403
DIRECTOR1$0
CORINNE NOSSAMAN
2031 OCTAVIA STREET, NEW ORLEANS, LA 70115
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
HENRY N LIBBY
6900 SE HARBOR CIRCLE, STUART, FL 34996
PRESIDENT, SECRETARY, DIRE40$85,000
ELLEN W LIBBY
6900 SE HARBOR CIRCLE, STUART, FL 34996
TREASURER, DIRECTOR1$0
JOHN ZARKOWSKI
520 EPPING FOREST ROAD, ANNAPOLIS, MD 21401
ASSISTANT TREASURER, DIREC1$0
MICHAEL PITCHFORD
2230 MULBERRY HILL ROAD, ANNAPOLIS, MD 21409
DIRECTOR1$0
MARK H LIBBY
322 HILLSMERE DRIVE, ANNAPOLIS, MD 21403
DIRECTOR1$0

Address and contacts

Address (IRS master file)
7041 SE HARBOR CIR, STUART, FL 34996-1923
In care of
% HENRY LIBBY
Signed the 990-PF
HENRY N LIBBY, PRESIDENT
Phone
(443) 994-1341
Return prepared by
REHMANN ROBSON LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-6101091
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
1960
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,946,373
Income (IRS master file)
$4,682,003

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$607,785$523,719$8,946,373IRS
990-PFDecember 2023-$836,877$513,700$8,853,830XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 36-6101091).

Questions about CAROL M JACOBSOHN FOUNDATION

What is the EIN of CAROL M JACOBSOHN FOUNDATION?
The employer identification number (EIN) of CAROL M JACOBSOHN FOUNDATION is 36-6101091.
Is CAROL M JACOBSOHN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
Are donations to CAROL M JACOBSOHN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CAROL M JACOBSOHN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CAROL M JACOBSOHN FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CAROL M JACOBSOHN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CAROL M JACOBSOHN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $85,000 (HENRY N LIBBY, PRESIDENT, SECRETARY, DIRE).
How much revenue does CAROL M JACOBSOHN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $607,785, expenses of $523,719 and total assets of $8,946,373 at year end.

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