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Nonprofit · EIN 65-6466536

ROBERT AND DEBORAH JACOBSON CHARITABLE TR

Also known as THORNTON M HENRY TTEE

Tax-exempt · N PALM BEACH, FL 33408

Financials

$224K$459K2024$179K$443K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT AND DEBORAH JACOBSON CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$179,443$442,719-$263,276$3,336,163$0$3,336,163
December 31, 2024990-PF$224,350$458,718-$234,368$3,600,425$986$3,599,439
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$136,733
Interest
$299
Net gain from sales of assets
$37,871
Other income
$4,540

Expenses

Grants and similar amounts paid
$315,750
Compensation of officers, directors and key employees
$69,236
Disbursements for charitable purposes
$371,215
Excise tax on investment income
$1,500

Balance sheet and other

Total assets, start of year
$3,600,425
Total assets, end of year
$3,336,163
Total liabilities, end of year
$0
Net assets, end of year
$3,336,163
Fair market value of assets
$7,352,675
Qualifying distributions
$371,215
Net investment income
$179,443

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
ANN HENRY
3028 WASHINGTON ROAD, WEST PALM BEACH, FL 33405
TRUSTEE2.5$34,618
ASHLEY HENRY
720 CANAL DR, HENDERSONVILLE, NC 28739
TRUSTEE2.5$34,618
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ANN HENRY
3028 WASHINGTON ROAD, WEST PALM BEACH, FL 33405
TRUSTEE2.5$33,222
ASHLEY HENRY
720 CANAL DR, HENDERSONVILLE, NC 28739
TRUSTEE2.5$17,624
THORNTON BRADSHAW HENRY
104 N WASHINGTON STREET, HENDERSONVILLE, NY 28739
TRUSTEE2.5$16,178

Address and contacts

Address (IRS master file)
PO BOX 14910, N PALM BEACH, FL 33408-0910
In care of
% THORNTON M HENRY TRUSTEE
Signed the 990-PF
ASHLEY HENRY, TRUSTEE
Phone
(561) 371-3272
Return prepared by
MITCHELL CPA PLLC

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
65-6466536
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,336,163
Income (IRS master file)
$457,003

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$179,443$442,719$3,336,163XML
990-PFDecember 2024$224,350$458,718$3,600,425XML
990-PFDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about ROBERT AND DEBORAH JACOBSON CHARITABLE TR

What is the EIN of ROBERT AND DEBORAH JACOBSON CHARITABLE TR?
The employer identification number (EIN) of ROBERT AND DEBORAH JACOBSON CHARITABLE TR is 65-6466536.
Is ROBERT AND DEBORAH JACOBSON CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to ROBERT AND DEBORAH JACOBSON CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT AND DEBORAH JACOBSON CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT AND DEBORAH JACOBSON CHARITABLE TR 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 ROBERT AND DEBORAH JACOBSON CHARITABLE TR 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 ROBERT AND DEBORAH JACOBSON CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $34,618 (ANN HENRY, TRUSTEE).
How much revenue does ROBERT AND DEBORAH JACOBSON CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $179,443, expenses of $442,719 and total assets of $3,336,163 at year end.

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