The T and R Jacob Foundation

FERNANDINA BEACH, FL EIN: 30-6613260

The T and R Jacob Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FERNANDINA BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $129K in total assets. In 2024, it awarded 5 grants totaling $16K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$129K

-17.6% YoY

Annual Giving

$16K

+106.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

+106.3% YoY

Under IRS private-foundation payout rules, The T and R Jacob Foundation reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About The T and R Jacob Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $28K (76%)

Florida $9K (24%)

States

Florida New Jersey

Cities

Fernandina BeachPrinceton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$128,883	$156,366	$155,285
Revenue	$6,971	$7,232	$34,357
Expenses	$16,300	$7,942	$10,378
Qualifying Distributions	$16,300	$7,900	$9,000
Net Investment Income	$6,971	$7,232	$3,057
Distributable Amount	$7,546	$7,374	$6,992

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

21 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Amelia Plantation Chapel ($7,000), Princeton's PBA #130 ($3,600), Center for Modern Aging Princeton ($2,000).

Recipient	Purpose	Amount
Center for Modern Aging Princeton Princeton, NJ	Organizational Support	$2,000
Princeton's PBA #130 Princeton, NJ	Promote GeneralWelfare of Princeton PD and Community	$3,600
Princeton First Aid and RescuePrinceton First Aid and Rescue Princeton, NJ	EmergencyMedical Services	$1,700
Nassau County Council on Aging Fernandina Beach, FL	OrganizationalSupport	$2,000
Amelia Plantation Chapel Fernandina Beach, FL	Organizational Support	$7,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
THOMAS JACOB	TRUSTEE	—	—
ROSALBA C JACOB	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The T and R Jacob Foundation?

The T and R Jacob Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FERNANDINA BEACH, FL. It holds $129K in total assets as of 2024.

How large is The T and R Jacob Foundation?

As of 2024, The T and R Jacob Foundation holds $129K in total assets with $7K in annual revenue. It awarded 5 grants totaling $16K in 2024.

Where does The T and R Jacob Foundation operate?

The T and R Jacob Foundation has awarded grants in Florida, New Jersey.

What size grants does The T and R Jacob Foundation award?

In 2024, The T and R Jacob Foundation awarded 5 grants totaling $16K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The T and R Jacob Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The T and R Jacob Foundation reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.