The Joan L & Julius H. Jacobson Ii
EIN 133938814 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$448K
3 grants · $112K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$214K
typical big bets · $117K–$214K
grant size
0%
transactional · single-year
repeat
$424K
Assets (2022)
3
Distinct Recipients
About
THE FOUNDATION HAS BEEN CLOSED IN 2023, ALL THE ASSETS HAS BEEN TRANSFERRED TO JACOBSON GIVING FUND AND JACOBSON-MILLER FAMILY FUND DURING 2023.
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(212) 697-6900
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $456K | $47K | N/A |
| 2020 | $21K | $453K | $15K | 1 |
| 2021 | N/A | $443K | $5K | N/A |
| 2022 | N/A | $424K | $5K | N/A |
| 2023 | $427K | $0 | $-10K | 2 |
Grant Size Distribution
Based on 3 grants on record
Minimum
$21K
25th Pctl
$117K
Median
$214K
Average
$149K
75th Pctl
$214K
Maximum
$214K
Geographic Distribution
Officers & Directors
Grants Awarded (3 total)
| Purpose | ||||
|---|---|---|---|---|
| Fidelity Charitable -Jacobson-Miller Family Fund | Cincinnati, OH | $213,680 | GENERAL CHARITABLE PURPOSE | 2023 |
| Fidelity Charitable -Jacobson Giving Fund | Cincinnati, OH | $213,680 | GENERAL CHARITABLE PURPOSE | 2023 |
| Mount Sinai Health System | New York, NY | $20,593 | TO ACHIEVE CHARITABLE PURPOSE | 2020 |
Looking for more funders like The Joan L & Julius H. Jacobson II? Open the free Texas funder database and search 178,000+ foundations by state, type, and giving size.
Want to compare open opportunities instead? Open the free Texas grant database for active grants from federal, state, foundation, and corporate funders.