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. 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
2
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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.