Nonprofit · EIN 83-2452568
JACOBSON FOUNDATION INC
Tax-exempt · LODI, WI 53555
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,000 | $3,609 | $391 | $4,677 | $0 | $4,677 |
| December 31, 2024 | 990-PF | $2,000 | $2,707 | -$707 | $4,285 | $0 | $4,285 |
| December 31, 2023 | 990-PF | $2,500 | $1,522 | $978 | $4,992 | $0 | $4,992 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,000
Expenses
- Grants and similar amounts paid
- $3,000
Balance sheet and other
- Total assets, start of year
- $4,286
- Total assets, end of year
- $4,677
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,677
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 |
|---|---|---|---|
| Bruce L Jacobson 70 Lexington Dr, Bluffton, SC 299104818 | PresidentSecretary | 1 | $0 |
| Lisa A Jacobson 70 Lexington Dr, Bluffton, SC 299104818 | PresidentTreasurer | 1 | $0 |
| Xander L Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Zachary J Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Austin R Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Kaitlin N Gaske N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Carina Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Lingui Huang N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Kelly Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bruce L Jacobson N2809 Demynck Rd, Lodi, WI 53555 | SecretaryVP | 1 | $0 |
| Lisa A Jacobson N2809 Demynck Rd, Lodi, WI 53555 | President | 1 | $0 |
| Xander L Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Zachary J Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Austin R Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Kaitlin N Gaske N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Carina Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Matthew Gaske N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Kelly Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bruce L Jacobson N2809 Demynck Rd, Lodi, WI 53555 | SecretaryVP | 1 | $0 |
| Lisa A Jacobson N2809 Demynck Rd, Lodi, WI 53555 | President | 1 | $0 |
| Xander L Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Zachary J Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Austin R Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Kaitlin N Gaske N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Carina Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Matthew Gaske N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
| Kelly Jacobson N2809 Demynck RD, Lodi, WI 53555 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- N2809 DEMYNCK RD, LODI, WI 53555-9648
- In care of
- % LISA A JACOBSON
- Signed the 990-PF
- LISA A JACOBSON, PresidentTreasurer
- Phone
- (608) 482-0707
- Return prepared by
- Khan & Associates 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 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
- 83-2452568
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,677
- Income (IRS master file)
- $4,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,000 | $3,609 | $4,677 | XML |
| 990-PF | December 2024 | $2,000 | $2,707 | $4,285 | XML |
| 990-PF | December 2023 | $2,500 | $1,522 | $4,992 | 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 83-2452568).
Questions about JACOBSON FOUNDATION INC
- What is the EIN of JACOBSON FOUNDATION INC?
- The employer identification number (EIN) of JACOBSON FOUNDATION INC is 83-2452568.
- Is JACOBSON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to JACOBSON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACOBSON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACOBSON 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 JACOBSON 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 JACOBSON FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does JACOBSON FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,000, expenses of $3,609 and total assets of $4,677 at year end.
Other nonprofits in LODI
- HAAKHUNTREED FAMILY SCHOLARSHIP FUN D INC EIN 20-3778093 · last filed 990-PF for 2025
- LODI & LAKE WISCONSIN FOUNDATION EIN 81-0842440 · last filed 990-N for 2025
- LIFT LODI EIN 87-1996439 · last filed 990-N for 2025
- REACH OUT LODI INC EIN 46-4107018 · last filed 990 for 2025
- WINNEQUAH GUN CLUB INC EIN 39-1141273 · last filed 990 for 2025
- LODI COMMUNITY CENTER INC EIN 38-4298074 · last filed 990 for 2025
- MEGANS MISSION EIN 88-1681175 · last filed 990-EZ for 2025
- HOLY FAMILY ACADEMY INC EIN 87-3094925 · last filed 990-EZ for 2024
All nonprofits in LODI · Wisconsin · Philanthropy, voluntarism and grantmaking foundations