The Jules & Evelyn Jacobsen Charitable
The Jules & Evelyn Jacobsen Charitable is a private foundation focused on Environment, based in Hackensack, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $402K in total assets. In 2024, it awarded 1 grant totaling $2K. Net investment income was $7K.
The Jules & Evelyn Jacobsen Charitable at a glance
In short: The Jules & Evelyn Jacobsen Charitable gave $2K across 1 grant in 2024 (avg $2K), mostly in District of Columbia. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,000
- -92.9% vs 2023
- Grants made (2024)
- 1
- -90.9% vs 2023
- Average grant
- $2,000
- -21.4% vs 2023
- Median grant
- $2,000
- Total assets
- $401,742
- +0.1% vs 2023
- Primary geography
- District of Columbia (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Jules & Evelyn Jacobsen Charitable funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Lupus Foundation of America Inc ($2K).
Grant Size Distribution
46 grants across all recorded years
The most common grant size was under $50K: 46 grants of 46 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
How The Jules & Evelyn Jacobsen Charitable gives
- Giving fell 93% from 2021 to 2024. Method
- In 2024 it paid out 8% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2024, annual grant giving ranged from $2K (2024) to $30K (2022). In 2024 it made 1 grant totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lupus Foundation of America Inc Washington, DC | Charitable | $2,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $401,742 | $20,574 | $21,269 | $2,000 | 1 | $2,000 | $6,766 | $24,441 |
| 2023 | $401,513 | $35,453 | $50,125 | $28,000 | 11 | $28,000 | $19,371 | $24,540 |
| 2022 | $415,385 | $32,483 | $56,463 | $30,000 | 12 | $30,000 | $12,436 | $26,035 |
| 2021 | $439,668 | $21,049 | $56,953 | $27,000 | 11 | $27,000 | — | $30,639 |
| 2020 | $475,572 | $38,482 | $54,658 | $27,000 | 11 | — | $18,024 | $29,098 |
Under IRS private-foundation payout rules, The Jules & Evelyn Jacobsen Charitable reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Jules & Evelyn Jacobsen Charitable is led by Joel M. Ellis, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2024 filing
Joel M. Ellis
Trustee
On filings since 2020
4 hrs/week
$7K (2020) → $5K (2024)
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $5K, to Joel M Ellis (Trustee).
Frequently asked questions about The Jules & Evelyn Jacobsen Charitable
How much does The Jules & Evelyn Jacobsen Charitable give each year?
The Jules & Evelyn Jacobsen Charitable gave $2K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $28K across 11 grants.
How large is The Jules & Evelyn Jacobsen Charitable?
The Jules & Evelyn Jacobsen Charitable reported $402K in total assets on its 2024 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Jules & Evelyn Jacobsen Charitable?
The Jules & Evelyn Jacobsen Charitable is a private foundation focused on Environment, based in Hackensack, NJ. It holds $402K in total assets as of 2024.
Where does The Jules & Evelyn Jacobsen Charitable operate?
The Jules & Evelyn Jacobsen Charitable has awarded grants in Colorado, District of Columbia, Florida, New York, Virginia.
What is The Jules & Evelyn Jacobsen Charitable's EIN?
The Jules & Evelyn Jacobsen Charitable's EIN (Employer Identification Number) is 52-1671650. IRS Form 990 filing data is available on this page for 2020–2024.
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 2020–2024
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