Steven and Catherine Jacob Family

Foundation · Grantmaker San Jose, CA EIN: 26-3499433

Steven and Catherine Jacob Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Jose, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $799K in total assets. In 2024, it awarded 4 grants totaling $115K. Net investment income was $46K.

Key facts about Steven and Catherine Jacob Family

EIN: 26-3499433
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $115,000
Grants made (2024): 4
Average grant: $28,750
Median grant: $30,000
Total assets: $798,867
Primary geography: California (96% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Steven and Catherine Jacob Family funds

By grant dollars, the top recipient states for Steven and Catherine Jacob Family's 4 itemized 2024 grants were California (96%). None of its 4 grants with a stated purpose were described as general or operating support. Recurring purposes include "To Advance the Mission of the Organization." (4 grants).

How Steven and Catherine Jacob Family gives

Giving grew 130% from 2021 to 2024. Method
In 2024 it paid out 244% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Steven and Catherine Jacob Family

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$799K

-7.2% YoY

Annual Giving

$115K

-23.3% YoY

Grant Count

-55.6% YoY

Avg Grant Size

$29K

+72.5% YoY

Under IRS private-foundation payout rules, Steven and Catherine Jacob Family reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.

About Steven and Catherine Jacob Family

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $110K (96%)

North Carolina $5K (4%)

Share of all 4 itemized 2024 grant dollars.

States

California Illinois North Carolina

Cities

San JoseArapahoeMountain ViewSan FranciscoChicago

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$798,867	$860,941	$944,972
Revenue	$65,658	$80,623	$29,427
Expenses	$127,732	$164,654	$154,685
Qualifying Distributions	$117,869	$154,225	$142,332
Net Investment Income	$45,780	$20,194	$7,607
Distributable Amount	$48,329	$47,843	$55,036

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

33 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Presentation High School ($50,000), Camfed USA ($50,000), Saint Francis High School ($10,000).

Recipient	Purpose	Amount
PRESENTATION HIGH SCHOOL San Jose, CA	TO ADVANCE THE MISSION OF THE ORGANIZATION.	$50,000
CAMFED USA San Francisco, CA	TO ADVANCE THE MISSION OF THE ORGANIZATION.	$50,000
SAINT FRANCIS HIGH SCHOOL Mountain View, CA	TO ADVANCE THE MISSION OF THE ORGANIZATION.	$10,000
YMCA CAMP SEA GULL Arapahoe, NC	TO ADVANCE THE MISSION OF THE ORGANIZATION.	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Steven Jacob	Chief Financial Officer	1	—
Holland Elkins	Chairman of the Board	0.5	—
Lauren Levine	President	0.5	—
David Elkins	Vice President	0.5	—
Catherine Jacob	Secretary	0.5	—
Ross Levine	Board Member	0.5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Steven and Catherine Jacob Family?

Steven and Catherine Jacob Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Jose, CA. It holds $799K in total assets as of 2024.

How large is Steven and Catherine Jacob Family?

As of 2024, Steven and Catherine Jacob Family holds $799K in total assets with $66K in annual revenue. It awarded 4 grants totaling $115K in 2024.

Where does Steven and Catherine Jacob Family operate?

Steven and Catherine Jacob Family has awarded grants in California, Illinois, North Carolina.

What size grants does Steven and Catherine Jacob Family award?

In 2024, Steven and Catherine Jacob Family awarded 4 grants totaling $115K — an average of about $29K per grant, based on its IRS Form 990 filings.

How much is Steven and Catherine Jacob Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Steven and Catherine Jacob Family reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Steven and Catherine Jacob Family's EIN?

Steven and Catherine Jacob Family's EIN (Employer Identification Number) is 26-3499433. IRS Form 990 filing data is available on this page for 2020–2024.