Nonprofit · EIN 95-3646338
AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND
Tax-exempt · SAN CLEMENTE, CA 92673
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $5,837,045 | $98,313 | $5,738,732 | $6,489,306 | $0 | $6,489,306 |
| May 31, 2024 | 990-PF | $10,823 | $15,818 | -$4,995 | $750,574 | $0 | $750,574 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $5,712,081
- Dividends
- $106,154
- Interest
- $17,161
- Net gain from sales of assets
- $1,649
Expenses
- Grants and similar amounts paid
- $50,510
- Compensation of officers, directors and key employees
- $14,500
- Disbursements for charitable purposes
- $68,025
- Excise tax on investment income
- $1,126
Balance sheet and other
- Total assets, start of year
- $750,574
- Total assets, end of year
- $6,489,306
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,489,306
- Fair market value of assets
- $6,634,405
- Qualifying distributions
- $68,025
- Net investment income
- $107,803
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA CHRISTINA INDRIATI TJANDRASUW 1001 AVENIDA PICO STE C488, SAN CLEMENTE, CA 92673 | TRUSTEE | 2 | $13,000 |
| SEAN O'NEILL 1001 AVENIDA PICO STE C488, SAN CLEMENTE, CA 92673 | TRUSTEE | 1 | $1,500 |
| MARIA CECILIA INAWATI TJANDRASUWITA 1001 AVENIDA PICO STE C488, SAN CLEMENTE, CA 92673 | TRUSTEE | 1 | $0 |
990-PF for the year ended May 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK J CONDREY 2549B EAST BLUFF DRIVE 359, NEWPORT BEACH, CA 92660 | President | 1 | $0 |
| ROBERT L WARD 3135 TYROL DRIVE, LAGUNA BEACH, CA 92651 | CFO | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1001 AVENIDA PICO STE C488, SAN CLEMENTE, CA 92673-6957
- In care of
- % A B JACOBS
- Signed the 990-PF
- MARIA CECILIA INAWATI TJANDRASUWITA, TRUSTEE
- Phone
- (714) 745-0934
- Return prepared by
- CREATIVE PLANNING TAX LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3646338 or by the name AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-3646338
- 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
- 1981
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,489,306
- Income (IRS master file)
- $5,837,045
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $5,837,045 | $98,313 | $6,489,306 | XML |
| 990-PF | May 2024 | $10,823 | $15,818 | $750,574 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 95-3646338).
Questions about AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND
- What is the EIN of AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND?
- The employer identification number (EIN) of AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND is 95-3646338.
- Is AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND 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 AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND?
- The 990-PF for the year ended May 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $13,000 (MARIA CHRISTINA INDRIATI TJANDRASUW, TRUSTEE).
- How much revenue does AARON B JACOB AND EUNICE I JACOBS MEMORIAL FUND have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $5,837,045, expenses of $98,313 and total assets of $6,489,306 at year end.
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