Nonprofit · EIN 61-0974394
WALTER F & AVIS JACOBS FOUNDATION INC
Tax-exempt · LOUISVILLE, KY 40205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $256,115 | $104,617 | $151,498 | $1,301,333 | $0 | $1,301,333 |
| May 31, 2024 | 990 | $108,995 | $90,609 | $18,386 | $1,149,835 | $0 | $1,149,835 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $256,115
- Net gain from sales of assets
- $215,261
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $75,000
- Compensation of officers, directors and key employees
- $20,000
- Salaries, compensation and benefits (total)
- $20,000
- Professional fundraising fees
- $0
- Program services (functional)
- $75,000
- Management and general (functional)
- $29,617
Balance sheet and other
- Total assets, start of year
- $1,149,835
- Total assets, end of year
- $1,301,333
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,301,333
- Publicly traded securities
- $1,201,947
- Gross receipts
- $547,315
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1980
- State of legal domicile
- KY
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 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE J ROTH | PRESIDENT Trustee or director, Officer | 5 | $10,000 |
| DAVID M ROTH | SECRETARY Trustee or director, Officer | 1 | $10,000 |
990 for the year ended May 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE J ROTH | PRESIDENT Trustee or director, Officer | 5 | $10,000 |
| DAVID M ROTH | SECRETARY Trustee or director, Officer | 1 | $10,000 |
Address and contacts
- Address (IRS master file)
- 2100 GARDINER LN STE 207, LOUISVILLE, KY 40205-2994
- Principal officer (990 for 2024)
- BRUCE J ROTH, 2100 GARDINER LANE SUITE 207, LOUISVILLE, KY 40205
- Signed the 990
- BRUCE J ROTH, PRESIDENT
- Phone
- (502) 459-8100
- Return prepared by
- LOUIS T ROTH & CO PLLC
Mission
THE FOUNDATION'S PURPOSE IS TO SUPPORT THE FIVE ORGANIZATIONS LISTED IN PART III.
Program accomplishments
- USPIRITUS - SUPPORTExpenses $15,000 · grants $15,000
- KENTUCKY SCHOOL FOR THE BLIND - SUPPORTExpenses $15,000 · grants $15,000
- FATHER MALONEY'S BOYS HAVEN - SUPPORTExpenses $15,000 · grants $15,000
- KENESETH ISRAEL CONGREGATION - SUPPORTExpenses $15,000 · grants $15,000
- U OF L FOUNDATION - SUPPORTExpenses $15,000 · grants $15,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 61-0974394
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1980
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $1,301,333
- Income (IRS master file)
- $547,315
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $256,115 | $104,617 | $1,301,333 | XML |
| 990 | May 2024 | $108,995 | $90,609 | $1,149,835 | XML |
| 990 | May 2023 | $36,753 | $90,051 | $1,131,449 | IRS |
| 990 | May 2022 | $62,988 | $100,733 | $1,184,747 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 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 61-0974394).
Questions about WALTER F & AVIS JACOBS FOUNDATION INC
- What is the EIN of WALTER F & AVIS JACOBS FOUNDATION INC?
- The employer identification number (EIN) of WALTER F & AVIS JACOBS FOUNDATION INC is 61-0974394.
- Is WALTER F & AVIS JACOBS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to WALTER F & AVIS JACOBS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WALTER F & AVIS JACOBS FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WALTER F & AVIS JACOBS FOUNDATION INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALTER F & AVIS JACOBS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of WALTER F & AVIS JACOBS FOUNDATION INC?
- The 990 for the year ended May 31, 2025 names BRUCE J ROTH.
- Who are the officers and directors of WALTER F & AVIS JACOBS FOUNDATION INC?
- The 990 for the year ended May 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $10,000 (BRUCE J ROTH, PRESIDENT).
- How much revenue does WALTER F & AVIS JACOBS FOUNDATION INC have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $256,115, expenses of $104,617 and total assets of $1,301,333 at year end.
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