Jacob L and Lillian
Jacob L and Lillian is a private foundation based in Palo Alto, California. Its filing states that it makes contributions only to preselected charitable organizations.
Jacob L and Lillian at a glance
In short: Jacob L and Lillian gave $978K across 1 grant in 2025 (avg $978K), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $978,400
- +36.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $978,400
- +36.6% vs 2024
- Median grant
- $978,400
- Total assets
- $20,937,303
- +39.2% vs 2024
- Primary geography
- Colorado (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Jacob L and Lillian
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds.
- Contact
Mailing address: 1322 Martin Ave, Palo Alto, CA 94301
Phone: (775) 689-9100
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Jacob L and Lillian funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was DAFgiving360 ($978K).
Grant Size Distribution
113 grants across all recorded years
The most common grant size was under $50K: 100 grants of 113 (88%).
Geographic Focus
Where this funder awards grants
In 2025, Colorado accounted for 100% of the foundation’s grant dollars.
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Jacob L and Lillian gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $559K (2020) to $1.0M (2023). In 2025 it made 1 grant totaling $978K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| DAFgiving360 Lone Tree, CO | The Holtzmann Fund (DAF) | $978,400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $20,937,303 | $2,686,890 | $1,181,880 | $978,400 | 1 | $983,008 | $2,492,715 | $938,362 |
| 2024 | $15,042,805 | $518,457 | $900,906 | $716,000 | 1 | $720,425 | $337,976 | $946,844 |
| 2023 | $18,452,417 | $709,376 | $1,193,191 | $1,000,000 | 1 | $1,000,750 | $526,535 | $851,254 |
| 2022 | $17,038,904 | $-740,022 | $1,183,408 | $962,000 | 68 | $962,000 | $112,249 | $908,686 |
| 2021 | $20,766,461 | $3,210,566 | $1,198,214 | $926,300 | 42 | $946,110 | $2,959,212 | $979,196 |
| 2020 | $19,750,060 | $322,288 | $758,714 | $559,000 | 38 | — | $240,569 | $885,813 |
Under IRS private-foundation payout rules, Jacob L and Lillian reported a distributable amount of $938K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Grantmaking
The foundation reported one grant totaling $978,400 in 2025. The grant’s stated purpose was “The Holtzmann Fund (DAF).” In 2024, it reported one grant totaling $716,000, and in 2023, one grant totaling $1,000,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Susan H Richardson and Betsey Holtzmann as trustees.
Jacob L and Lillian's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Betsey Holtzmann
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Susan H Richardson
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Jacob L and Lillian
How much does Jacob L and Lillian give each year?
Jacob L and Lillian gave $978K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $716K across 1 grant.
How large is Jacob L and Lillian?
Jacob L and Lillian reported $20.9M in total assets on its 2025 IRS Form 990-PF. It paid out $983K in qualifying distributions that year, against a required minimum of $938K (roughly 5% of its investment assets).
How do I apply for a grant from Jacob L and Lillian?
The foundation does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Jacob L and Lillian make grants?
In 2025, Colorado accounted for 100% of the foundation’s grant dollars.
What is Jacob L and Lillian's EIN?
Jacob L and Lillian's EIN (Employer Identification Number) is 13-6174349. IRS Form 990 filing data is available on this page for 2020–2025.
Does Jacob L and Lillian accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
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