The Joan L & Julius H Jacobson Ii

NEW YORK, NY EIN: 13-3938814

The Joan L & Julius H Jacobson Ii is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$427K

Grant Count

Avg Grant Size

$214K

Under IRS private-foundation payout rules, The Joan L & Julius H Jacobson Ii reported a distributable amount of $7K for 2023 — the minimum it must pay out in qualifying distributions.

About The Joan L & Julius H Jacobson Ii

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $427K (95%)

New York $21K (5%)

States

New York Ohio

Cities

CincinnatiNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$447,668	$443,504
Revenue	$-10,388	$5,489	$5,024
Expenses	$438,537	$1,325	$1,457
Qualifying Distributions	$431,210	—	$100
Net Investment Income	$6,299	$5,870	$3,667
Distributable Amount	$7,100	$20,888	$21,385

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2023

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Fidelity Charitable -jacobson-miller Family Fund ($213,680), Fidelity Charitable -jacobson Giving Fund ($213,680).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
WENDY JACOBSON	PRESIDENT	—	—
SARA M JACOBSON	VICE PRESIDENT	—	—
MAX MILLER	SECRETARY/TREASURER	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Joan L & Julius H Jacobson Ii?

The Joan L & Julius H Jacobson Ii is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds — in total assets as of 2023.

Where does The Joan L & Julius H Jacobson Ii operate?

The Joan L & Julius H Jacobson Ii has awarded grants in New York, Ohio.

What size grants does The Joan L & Julius H Jacobson Ii award?

In 2023, The Joan L & Julius H Jacobson Ii awarded 2 grants totaling $427K — an average of about $214K per grant, based on its IRS Form 990 filings.

How much is The Joan L & Julius H Jacobson Ii 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 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's EIN?

The Joan L & Julius H Jacobson Ii's EIN (Employer Identification Number) is 13-3938814. IRS Form 990 filing data is available on this page for 2020–2023.