Nonprofit · EIN 37-6493307
THOMAS H AND DIANE DEMELL JACOBSEN PH D FOUNDATION
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,347,557 | $219,440 | $8,128,117 | $41,929,487 | $0 | $41,929,487 |
| December 31, 2023 | 990-PF | $1,376,965 | $202,624 | $1,174,341 | $33,709,035 | $0 | $33,709,035 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $8,200,000
- Dividends
- $145,067
- Other income
- $2,490
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $123,198
- Disbursements for charitable purposes
- $208,437
- Excise tax on investment income
- $1,894
Balance sheet and other
- Total assets, start of year
- $33,709,035
- Total assets, end of year
- $41,929,487
- Total liabilities, end of year
- $0
- Net assets, end of year
- $41,929,487
- Fair market value of assets
- $44,531,601
- Qualifying distributions
- $208,437
- Net investment income
- $145,067
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEIDI SMITH 830 A1A N STE 13 PMB 411, PONTE VEDRA BEACH, FL 32082 | 0 Highest-paid employee | 40 | $63,207 | $10,300 |
| JOAN OKLEVITCH 830 A1A N STE 13 PMB 411, PONTE VEDRA BEACH, FL 32082 | 0 Highest-paid employee | 40 | $59,991 | $10,300 |
| DIANE JACOBSEN 830A1A N STE 13 PMB 411, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 40 | $0 | – |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEIDI SMITH 830 A1A N STE 13 PMB 411, PONTE VEDRA BEACH, FL 32082 | 0 Highest-paid employee | 40 | $57,919 | $11,750 |
| JOAN OKLEVITCH 830 A1A N STE 13 PMB 411, PONTE VEDRA BEACH, FL 32082 | 0 Highest-paid employee | 40 | $50,958 | $11,750 |
| DIANE JACOBSEN 830A1A N STE 13 PMB 411, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 40 | $0 | – |
Address and contacts
- Address (IRS master file)
- PO BOX 387, SAINT LOUIS, MO 63166-0387
- Signed the 990-PF
- DIANE JACOBSEN, TRUSTEE
- Phone
- (904) 280-3830
- Return prepared by
- PWC US TAX LLP
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 | Not 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
- 37-6493307
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A25)
- Assets (IRS master file)
- $41,929,487
- Income (IRS master file)
- $8,347,557
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,347,557 | $219,440 | $41,929,487 | XML |
| 990-PF | December 2023 | $1,376,965 | $202,624 | $33,709,035 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 37-6493307).
Questions about THOMAS H AND DIANE DEMELL JACOBSEN PH D FOUNDATION
- What is the EIN of THOMAS H AND DIANE DEMELL JACOBSEN PH D FOUNDATION?
- The employer identification number (EIN) of THOMAS H AND DIANE DEMELL JACOBSEN PH D FOUNDATION is 37-6493307.
- Is THOMAS H AND DIANE DEMELL JACOBSEN PH D FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to THOMAS H AND DIANE DEMELL JACOBSEN PH D FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does THOMAS H AND DIANE DEMELL JACOBSEN PH D FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THOMAS H AND DIANE DEMELL JACOBSEN PH D 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 THOMAS H AND DIANE DEMELL JACOBSEN PH D 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 THOMAS H AND DIANE DEMELL JACOBSEN PH D FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $63,207 (HEIDI SMITH, 0).
- How much revenue does THOMAS H AND DIANE DEMELL JACOBSEN PH D FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,347,557, expenses of $219,440 and total assets of $41,929,487 at year end.
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