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Nonprofit · EIN 39-1555500

RICHARD G JACOBUS FAMILY FOUNDATION INC

Tax-exempt · MILWAUKEE, WI 53226

Financials

$103K$142K2023$202K$172K2024$454K$230K2025
Revenue Expenses · by fiscal year end
Financials of RICHARD G JACOBUS FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$453,875$229,516$224,359$3,933,927$0$3,933,927
December 31, 2024990-PF$201,615$171,984$29,631$3,699,295$0$3,699,295
December 31, 2023990-PF$103,072$142,017-$38,945$3,582,853$0$3,582,853
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$94,435
Net gain from sales of assets
$358,690
Other income
$750

Expenses

Grants and similar amounts paid
$176,833
Disbursements for charitable purposes
$198,247
Excise tax on investment income
$5,927

Balance sheet and other

Total assets, start of year
$3,699,295
Total assets, end of year
$3,933,927
Total liabilities, end of year
$0
Net assets, end of year
$3,933,927
Fair market value of assets
$3,933,927
Qualifying distributions
$198,247
Net investment income
$453,875

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
CAROLYN R JACOBUS
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
President0$0
NANCY J BACH
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
Treasurer0$0
BARBARA J WELLS
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
Secretary0$0
BRIAN A JANECKE
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
Director0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
CAROLYN R JACOBUS
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
President0$0
NANCY J BACH
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
Treasurer0$0
BARBARA J WELLS
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
Secretary0$0
BRIAN A JANECKE
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
Director0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CAROLYN R JACOBUS
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
President0$0
NANCY J BACH
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
Treasurer0$0
BARBARA J WELLS
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
Secretary0$0
BRIAN A JANECKE
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226
Director0$0

Address and contacts

Address (IRS master file)
10361 W INNOVATION DR STE 350, MILWAUKEE, WI 53226-4813
In care of
% NANCY J BACH
Signed the 990-PF
NANCY J BACH, Treasurer
Phone
(414) 203-8040
Return prepared by
CURI CAPITAL 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-1555500
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
1986
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,933,927
Income (IRS master file)
$2,291,644

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$453,875$229,516$3,933,927XML
990-PFDecember 2024$201,615$171,984$3,699,295XML
990-PFDecember 2023$103,072$142,017$3,582,853XML
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 39-1555500).

Questions about RICHARD G JACOBUS FAMILY FOUNDATION INC

What is the EIN of RICHARD G JACOBUS FAMILY FOUNDATION INC?
The employer identification number (EIN) of RICHARD G JACOBUS FAMILY FOUNDATION INC is 39-1555500.
Is RICHARD G JACOBUS FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to RICHARD G JACOBUS FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RICHARD G JACOBUS FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of RICHARD G JACOBUS FAMILY 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 RICHARD G JACOBUS FAMILY 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 RICHARD G JACOBUS FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does RICHARD G JACOBUS FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $453,875, expenses of $229,516 and total assets of $3,933,927 at year end.

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