The Joan L & Julius H Jacobson II Foundation Inc
The Joan L & Julius H Jacobson II Foundation Inc is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2023. In 2023, it awarded 2 grants totaling $427K. Net investment income was $6K.
The Joan L & Julius H Jacobson II Foundation Inc at a glance
In short: The Joan L & Julius H Jacobson II Foundation Inc gave $427K across 2 grants in 2023 (avg $214K), mostly in Ohio. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $427,360
- Grants made (2023)
- 2
- Average grant
- $213,680
- Median grant
- $213,680
- Primary geography
- Ohio (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who The Joan L & Julius H Jacobson II Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
The largest 2023 recipient was Fidelity Charitable -Jacobson-Miller Family Fund ($214K). Together the top 2 received $427K.
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $100–250K range: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 2 itemized grants.
Cities
How The Joan L & Julius H Jacobson II Foundation Inc gives
- Giving grew 1975% from 2020 to 2023. Method
- In 2023 it paid out well above 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 2023, annual grant giving ranged from $21K (2020) to $427K (2023). In 2023 it made 2 grants totaling $427K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable -Jacobson-Miller Family Fund Cincinnati, OH | General Charitable Purpose | $213,680 |
| Fidelity Charitable -Jacobson Giving Fund Cincinnati, OH | General Charitable Purpose | $213,680 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $-10,388 | $438,537 | $427,360 | 2 | $431,210 | $6,299 | $7,100 |
| 2022 | $447,668 | $5,489 | $1,325 | — | — | — | $5,870 | $20,888 |
| 2021 | $443,504 | $5,024 | $1,457 | — | — | $100 | $3,667 | $21,385 |
| 2020 | $439,937 | $15,399 | $21,850 | $20,593 | 1 | — | $14,142 | $22,639 |
Under IRS private-foundation payout rules, The Joan L & Julius H Jacobson II Foundation Inc reported a distributable amount of $7K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Joan L & Julius H Jacobson II Foundation Inc is led by Wendy Jacobson, President on every filing since 2020; none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
Wendy Jacobson
President
On filings since 2020
No compensation reported
Max Miller
Secretary & Treasurer
On filings since 2020
No compensation reported
Sara M. Jacobson
Vice President
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "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 Joan L & Julius H Jacobson II Foundation Inc
How much does The Joan L & Julius H Jacobson II Foundation Inc give each year?
The Joan L & Julius H Jacobson II Foundation Inc gave $427K across 2 grants in 2023, according to its 2023 IRS Form 990-PF.
Where does The Joan L & Julius H Jacobson II Foundation Inc operate?
The Joan L & Julius H Jacobson II Foundation Inc has awarded grants in New York, Ohio.
How much is The Joan L & Julius H Jacobson II Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Joan L & Julius H Jacobson II Foundation Inc reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Joan L & Julius H Jacobson II Foundation Inc's EIN?
The Joan L & Julius H Jacobson II Foundation Inc's EIN (Employer Identification Number) is 13-3938814. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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