Nonprofit · EIN 39-1559892
CHARLES D JACOBUS FAMILY FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53224
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $670,475 | $596,096 | $74,379 | $3,685,604 | $0 | $3,685,604 |
| December 31, 2024 | 990-PF | $445,250 | $520,984 | -$75,734 | $3,611,225 | $0 | $3,611,225 |
| December 31, 2023 | 990-PF | $294,429 | $607,016 | -$312,587 | $3,684,959 | $0 | $3,684,959 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $177,788
- Interest
- $8
- Net gain from sales of assets
- $492,679
Expenses
- Grants and similar amounts paid
- $446,175
- Compensation of officers, directors and key employees
- $52,529
- Disbursements for charitable purposes
- $536,333
- Excise tax on investment income
- $8,621
Balance sheet and other
- Total assets, start of year
- $3,611,225
- Total assets, end of year
- $3,685,604
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,685,604
- Fair market value of assets
- $9,497,143
- Qualifying distributions
- $536,333
- Net investment income
- $670,475
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KARIM MACLEOD 11414 W PARK PLACE SUITE 300, MILWAUKEE, WI 53224 | PRESIDENT | 40 | $52,529 | $17,917 |
| EUGENE T JACOBUS 11414 W PARK PLACE SUITE 300, MILWAUKEE, WI 53224 | TREASURER/SECRETARY | 1 | $0 | $0 |
| CHARLES D JACOBUS JR 11414 W PARK PLACE SUITE 300, MILWAUKEE, WI 53224 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KARIM MACLEOD 11414 W PARK PLACE SUITE 300, MILWAUKEE, WI 53224 | PRESIDENT | 40 | $51,198 | $18,047 |
| EUGENE T JACOBUS 11414 W PARK PLACE SUITE 300, MILWAUKEE, WI 53224 | TREASURER/SECRETARY | 1 | $0 | $0 |
| CHARLES D JACOBUS JR 11414 W PARK PLACE SUITE 300, MILWAUKEE, WI 53224 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KARIM MACLEOD 11414 W PARK PLACE SUITE 300, MILWAUKEE, WI 53224 | PRESIDENT | 40 | $107,101 | $36,084 |
| EUGENE T JACOBUS 11414 W PARK PLACE SUITE 300, MILWAUKEE, WI 53224 | TREASURER/SECRETARY | 1 | $0 | $0 |
| CHARLES D JACOBUS JR 11414 W PARK PLACE SUITE 300, MILWAUKEE, WI 53224 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11414 W PARK PL STE 300, MILWAUKEE, WI 53224-3500
- In care of
- % GENE JACOBUS
- Signed the 990-PF
- KARIM MACLEOD, PRESIDENT
- Phone
- (414) 577-0252
- Website
- WWW.CDJFF.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 | 990-PF 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
- 39-1559892
- 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)
- $3,685,604
- Income (IRS master file)
- $1,000,833
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $670,475 | $596,096 | $3,685,604 | XML |
| 990-PF | December 2024 | $445,250 | $520,984 | $3,611,225 | XML |
| 990-PF | December 2023 | $294,429 | $607,016 | $3,684,959 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 39-1559892).
Questions about CHARLES D JACOBUS FAMILY FOUNDATION INC
- What is the EIN of CHARLES D JACOBUS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of CHARLES D JACOBUS FAMILY FOUNDATION INC is 39-1559892.
- Is CHARLES D JACOBUS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to CHARLES D JACOBUS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES D JACOBUS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES D 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 CHARLES D 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 CHARLES D JACOBUS FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $52,529 (KARIM MACLEOD, PRESIDENT).
- How much revenue does CHARLES D JACOBUS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $670,475, expenses of $596,096 and total assets of $3,685,604 at year end.
Other nonprofits in MILWAUKEE
- AURORA HEALTH CARE INC EIN 61-1649250 · last filed 990 for 2024
- FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC EIN 39-6105970 · last filed 990 for 2025
- THE MEDICAL COLLEGE OF WISCONSIN INC EIN 39-0806261 · last filed 990 for 2025
- FROEDTERT THEDACARE HEALTH INC EIN 39-2014409 · last filed 990 for 2025
- CHILDRENS HOSPITAL OF WISCONSIN INC EIN 39-0812532 · last filed 990 for 2024
- MARQUETTE UNIVERSITY EIN 39-0806251 · last filed 990 for 2025
- CHORUS COMMUNITY HEALTH PLANS INC EIN 27-1494977 · last filed 990 for 2024
- CHILDRENS HOSPITAL AND HEALTH SYSTEM INC EIN 39-1500074 · last filed 990 for 2024