The Jacobson Family Foundation
The Jacobson Family Foundation was a private foundation based in Houston, Texas. It reported grants supporting charitable, educational, health, housing, animal-rescue, and other organizations in 2024. The foundation stated that it terminated its private foundation status and distributed all remaining net assets as of December 31, 2024, to the Rochelle and Alan Jacobson Charitable Fund, a donor-advised fund maintained by BNY Mellon Charitable Gift Fund.
The Jacobson Family Foundation at a glance
In short: The Jacobson Family Foundation gave $3.1M across 15 grants in 2024 (avg $207K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,107,381
- +573.3% vs 2023
- Grants made (2024)
- 15
- -42.3% vs 2023
- Average grant
- $207,159
- +1067.1% vs 2023
- Median grant
- $5,000
- Primary geography
- Massachusetts (95% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to The Jacobson Family Foundation
- Accepts unsolicited proposals
- No
- Contact
Mailing address: 38 Crestwood Dr, Houston, TX 77007
Phone: (713) 824-1088
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Jacobson Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was BNY Mellon Charitable Gift Fund ($2.9M). Together the top 10 received $3.1M.
Grant Size Distribution
88 grants across all recorded years
The most common grant size was under $50K: 79 grants of 88 (90%).
Geographic Focus
Where this funder awards grants
In 2024, 95% of grant dollars went to recipients in Massachusetts and 5% to recipients in Texas. The largest grant went to BNY Mellon Charitable Gift Fund in Boston; other listed recipients included Houston-area organizations such as The Shlenker School, The Rose, and Holocaust Museum Houston.
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
Cities
How The Jacobson Family Foundation gives
- 60% of 2024 grantees were also funded in 2023. Method
- Giving grew 620% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $351K (2022) to $3.1M (2024). In 2024 it made 15 grants totaling $3.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| BNY Mellon Charitable Gift Fund Boston, MA | To support charitable activiities thorugh a donor advised fund maintained by a public chairty. | $2,947,741 |
| The Shlenker School Houston, TX | Educational Scholarship & Capital Campaign | $47,000 |
| Holocaust Museum Houston Houston, TX | Holocaust Education | $25,000 |
| The Rose Houston, TX | Women's Health Care Services and Support | $25,000 |
| MD Anderson Cancer Center Houston, TX | Cancer Research | $20,000 |
| Avenue CDC Houston, TX | Affordable Housing | $15,000 |
| A Purposeful Rescue Los Angeles, CA | Dog Rescue and Rehabilitaion | $5,000 |
| Arthritis Foundation Houston, TX | Research and Support Services | $5,000 |
| The Texas Tribune Austin, TX | Non Profit Investigative News Reporting | $5,000 |
| The Greater Houston Community Foundation Houston, TX | Rural Women's Health Study | $3,090 |
Ready to take the next step with The Jacobson Family Foundation?
Financial History
Multi-year comparison from IRS filings
The 2024 filing reported that the foundation distributed all remaining net assets to the Rochelle and Alan Jacobson Charitable Fund as of December 31, 2024.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $753,362 | $3,125,425 | $3,107,381 | 15 | $3,113,766 | $803,285 | $57,420 |
| 2023 | $2,501,041 | $167,374 | $492,860 | $461,500 | 26 | $475,604 | $177,221 | $132,046 |
| 2022 | $3,096,527 | $116,077 | $370,590 | $350,581 | 22 | $356,656 | $152,962 | $161,676 |
| 2021 | $3,351,040 | $646,257 | $468,901 | $431,500 | 24 | $445,904 | $502,747 | $177,166 |
| 2020 | $3,173,684 | $522,452 | $500,781 | $472,500 | 1 | — | $503,473 | $163,770 |
Under IRS private-foundation payout rules, The Jacobson Family Foundation reported a distributable amount of $57K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2024 grants included support for education, Holocaust education, women’s health, cancer research, affordable housing, animal rescue, investigative journalism, and other charitable purposes.
Among the recipients, The Rose describes its mission as saving lives through quality breast health services, advocacy, and access to care for all. Holocaust Museum Houston says it educates about the Holocaust, remembers victims, honors survivors, and teaches about the dangers of hatred, prejudice, and apathy. A Purposeful Rescue describes its work as saving dogs from high-kill Los Angeles-area shelters. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2024, the foundation reported 15 grants totaling $3,107,381. Grant amounts ranged from $1,000 to $2,947,741, with a median of $5,000. The largest grant, $2,947,741, went to BNY Mellon Charitable Gift Fund to support charitable activities through a donor-advised fund maintained by a public charity. Other grants included $47,000 to The Shlenker School for educational scholarships and a capital campaign; $25,000 each to The Rose for women’s health care services and support and to Holocaust Museum Houston for Holocaust education; and $20,000 to MD Anderson Cancer Center for cancer research.
The foundation stated that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing listed Rochelle Jacobson, Alan Jacobson, Julie Jacobson, and Scott Jacobson as co-trustees.
The Jacobson Family Foundation's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alan Jacobson
Co-Trustee
On filings since 2020
No compensation reported
Julie Jacobson
Co-Trustee
On filings since 2020
No compensation reported
Rochelle Jacobson
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Scott Jacobson
Co-Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 The Jacobson Family Foundation
How much does The Jacobson Family Foundation give each year?
The Jacobson Family Foundation gave $3.1M across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $462K across 26 grants.
What is The Jacobson Family Foundation's typical grant size?
The Jacobson Family Foundation's median grant in 2024 was $5,000, and its average grant was $207,159, across 15 grants on its 2024 IRS Form 990-PF.
Where does The Jacobson Family Foundation give grants?
The Jacobson Family Foundation gives mostly in Massachusetts: 95% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Houston, TX (9 grants).
Does The Jacobson Family Foundation give general operating support?
Not in 2024: none of the 15 grants with a stated purpose on The Jacobson Family Foundation's 2024 IRS Form 990-PF were described as general or operating support.
Who are The Jacobson Family Foundation's largest grantees?
The Jacobson Family Foundation's largest 2024 grantees include BNY Mellon Charitable Gift Fund ($2,947,741), The Shlenker School ($47,000) and Holocaust Museum Houston ($25,000), according to its 2024 IRS Form 990-PF. Together they received 97% of its itemized 2024 grant dollars.
What does The Jacobson Family Foundation fund?
No foundation mission statement is provided. Its 2024 grants included support for education, Holocaust education, women’s health, cancer research, affordable housing, animal rescue, investigative journalism, and other charitable purposes. See mission & focus areas ↑
How do I apply for a grant from The Jacobson Family Foundation?
The Jacobson Family Foundation does not accept unsolicited proposals, according to Grantable's research on its published guidelines.
How much is The Jacobson Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jacobson Family Foundation reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Jacobson Family Foundation's EIN?
The Jacobson Family Foundation's EIN (Employer Identification Number) is 76-0239810. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Jacobson Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The Jacobson Family Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/the-jacobson-family-foundation-morg_a4e05caf5eaa4c9ca591fa65063fe12c
BibTeX
@misc{grantable_760239810_2026,
author = {{Grantable}},
title = {{The Jacobson Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-jacobson-family-foundation-morg_a4e05caf5eaa4c9ca591fa65063fe12c},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Jacobson Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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