Jacobsen Lake Foundation

SALT LAKE CITY, UT EIN: 20-8817037

Jacobsen Lake Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $255K in total assets. In 2024, it awarded 8 grants totaling $13K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$255K

+1.7% YoY

Annual Giving

$13K

-20.3% YoY

Grant Count

8

-33.3% YoY

Avg Grant Size

$2K

+19.6% YoY

Under IRS private-foundation payout rules, Jacobsen Lake Foundation reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Jacobsen Lake Foundation

Based on IRS filings

Jacobsen Lake Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $255K in total assets. In 2024, it awarded 8 grants totaling $13K. Net investment income was $17K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

BaltimoreHolladayIndianapolisJacksonvilleMorganOwassoPhoenixProvoSalt Lake CitySandyScottsdaleStaten Island

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$13K$25K$38K$51K20202021202220232024
Metric202420232022
Total Assets$254,890$250,612$226,232
Revenue$23,340$46,280$17,593
Expenses$19,062$21,900$24,109
Qualifying Distributions$13,000$16,308$16,099
Net Investment Income$17,278$40,688$13,693
Distributable Amount$13,830$12,573$16,058

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$12K$16K10 grants202013 grants202112 grants202212 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

UNIVERSITY OF UTAH$3KUNIVERSITY OF UTAH$3KSALT LAKE CIVIL NETWORK$2KCITY ACADEMY$2KALLIANCE DEFENDING FREEDOM$1KTUNNEL TO TOWERS$1KWOUNDED WARRIORS$1KPREBORN$1K

Grant Size Distribution

55 grants across all recorded years

55<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Utah ($3,000), University of Utah ($2,500), Salt Lake Civil Network ($2,000).

RecipientPurposeAmount
ALLIANCE DEFENDING FREEDOM PHOENIX, AZGENERAL USE$1,000
TUNNEL TO TOWERS STATEN ISLAND, NYGENERAL USE$1,000
SALT LAKE CIVIL NETWORK SALT LAKE CITY, UTGENERAL USE$2,000
UNIVERSITY OF UTAH SALT LAKE CITY, UTGENERAL$2,500
UNIVERSITY OF UTAH SALT LAKE CITY, UTGENERAL USE$3,000
WOUNDED WARRIORS MORGAN, UTGENERAL USE$1,000
CITY ACADEMY SALT LAKE CITY, UTGENERAL USE$1,500
PREBORN INDIANAPOLIS, INGENERAL USE$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
HEBER S JACOBSENDIRECTOR
CHRISTINE LAKEDIRECTOR
AMIE ROSENBERGDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jacobsen Lake Foundation?

Jacobsen Lake Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. It holds $255K in total assets as of 2024.

How large is Jacobsen Lake Foundation?

As of 2024, Jacobsen Lake Foundation holds $255K in total assets with $23K in annual revenue. It awarded 8 grants totaling $13K in 2024.

Where does Jacobsen Lake Foundation operate?

Jacobsen Lake Foundation has awarded grants in Arizona, Florida, Indiana, Maryland, New York, Oklahoma, Utah.

What size grants does Jacobsen Lake Foundation award?

In 2024, Jacobsen Lake Foundation awarded 8 grants totaling $13K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Jacobsen Lake Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jacobsen Lake Foundation reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jacobsen Lake Foundation's EIN?

Jacobsen Lake Foundation's EIN (Employer Identification Number) is 20-8817037. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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