Nonprofit · EIN 52-7030654
JACOBS FAM CHARITABLE FOUNDATION TR 121499
Also known as JACOBS JOSEPH C & D LUCINDA TTEE
Tax-exempt · HILTON HEAD, SC 29928
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2023 | 990-PF | $433,411 | $33,773 | $399,638 | $1,042,663 | $0 | $1,042,663 |
Financial details: 990-PF for the year ended August 31, 2023
Revenue
- Contributions, gifts and grants
- $31,716
- Dividends
- $19,189
- Interest
- $681
- Net rental income
- -$4,625
- Net gain from sales of assets
- $369,100
Expenses
- Grants and similar amounts paid
- $2,604
- Disbursements for charitable purposes
- $2,604
- Excise tax on investment income
- $5,194
Balance sheet and other
- Total assets, start of year
- $645,570
- Total assets, end of year
- $1,042,663
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,042,663
- Fair market value of assets
- $1,085,743
- Qualifying distributions
- $2,604
- Net investment income
- $401,695
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 August 31, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph Charles Jacobs 34 Wexford Drive, Hilton Head Island, SC 29928 | Trustee | 1 | $0 |
| D Lucinda Jacobs 34 Wexford Drive, Hilton Head Island, SC 29928 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 34 WEXFORD DR, HILTON HEAD, SC 29928-3333
- In care of
- % JOSEPH CHARLES JACOBS
- Signed the 990-PF
- Joseph Charles Jacobs, Trustee
- Phone
- (843) 785-6789
- Return prepared by
- Fisher Ring 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | Not on file |
| 2023 | August 31, 2024 | January 15, 2025 | Not on file |
IRS record
- EIN
- 52-7030654
- 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
- 2000
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,042,663
- Income (IRS master file)
- $660,400
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2023 | $433,411 | $33,773 | $1,042,663 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 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 52-7030654).
Questions about JACOBS FAM CHARITABLE FOUNDATION TR 121499
- What is the EIN of JACOBS FAM CHARITABLE FOUNDATION TR 121499?
- The employer identification number (EIN) of JACOBS FAM CHARITABLE FOUNDATION TR 121499 is 52-7030654.
- Is JACOBS FAM CHARITABLE FOUNDATION TR 121499 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JACOBS FAM CHARITABLE FOUNDATION TR 121499 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACOBS FAM CHARITABLE FOUNDATION TR 121499 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACOBS FAM CHARITABLE FOUNDATION TR 121499 due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACOBS FAM CHARITABLE FOUNDATION TR 121499 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2023.
- Who are the officers and directors of JACOBS FAM CHARITABLE FOUNDATION TR 121499?
- The 990-PF for the year ended August 31, 2023 lists 2 people; 0 received compensation from the organization.
- How much revenue does JACOBS FAM CHARITABLE FOUNDATION TR 121499 have?
- On its 990-PF for the year ended August 31, 2023 it reported revenue of $433,411, expenses of $33,773 and total assets of $1,042,663 at year end.
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