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Nonprofit · EIN 47-6692887

JACOBSON FAMILY FOUNDATION

Also known as PAUL A JACOBSON TTEE

Tax-exempt · MARIETTA, GA 30068

Financials

$4K$2K2023$4K$02024
Revenue Expenses · by fiscal year end
Financials of JACOBSON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,993$0$3,993$423,263$0$423,263
December 31, 2023990-PF$3,666$2,000$1,666$419,270$0$419,270
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Interest
$3,993

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Excise tax on investment income
$56

Balance sheet and other

Total assets, start of year
$419,270
Total assets, end of year
$423,263
Total liabilities, end of year
$0
Net assets, end of year
$423,263
Fair market value of assets
$468,863
Net investment income
$3,993

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
PAUL A JACOBSON
5470 HEYWARD SQUARE PLACE, MARIETTA, GA 30068
CHAIRMAN0$0
MARA A JACOBSON
5470 HEYWARD SQUARE PLACE, MARIETTA, GA 30068
VICE CHAIRMAN0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
PAUL A JACOBSON
5470 HEYWARD SQUARE PLACE, MARIETTA, GA 30068
CHAIRMAN0$0
MARA A JACOBSON
5470 HEYWARD SQUARE PLACE, MARIETTA, GA 30068
VICE CHAIRMAN0$0

Address and contacts

Address (IRS master file)
5470 HEYWARD SQUARE PL, MARIETTA, GA 30068-1869
In care of
% PAUL A JACOBSON
Signed the 990-PF
PAUL A JACOBSON, CHAIRMAN
Phone
(770) 998-7202
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 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
47-6692887
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
2015
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$423,263
Income (IRS master file)
$3,993

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,993$0$423,263IRS
990-PFDecember 2023$3,666$2,000$419,270XML
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 47-6692887).

Questions about JACOBSON FAMILY FOUNDATION

What is the EIN of JACOBSON FAMILY FOUNDATION?
The employer identification number (EIN) of JACOBSON FAMILY FOUNDATION is 47-6692887.
Is JACOBSON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to JACOBSON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JACOBSON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JACOBSON FAMILY 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 JACOBSON FAMILY 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 JACOBSON FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does JACOBSON FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,993, expenses of $0 and total assets of $423,263 at year end.

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