Civic Intelligence

The Joan L & Julius H Jacobson II

990PF • Fiscal year 2020 • EIN 13-3938814

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

Organization Profile
Baker Tilly -1 Penn Plaza No 30New York, NY 10119

(212) 697-6900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

17th percentile

-42%

Higher net margin than 17% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-1.4%

Faster asset growth than 41% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-67%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$439,937

Down $6,451 (-1.4%) from 2019

Net Assets

Down

$439,937

Down $6,451 (-1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin17th percentile

Revenue

Down

$15,399

Down $31,398 (-67%) from 2019

Expenses

Down

$21,850

Down $571,193 (-96%) from 2019

Net Income

Up

-$6,451

Up $539,795 (+99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,707,502Liabilities 2010: $0Net Assets 2010: $2,707,5022010Assets 2011: $3,725,364Liabilities 2011: $02011Assets 2012: $3,549,966Liabilities 2012: $02012Assets 2013: $3,461,401Liabilities 2013: $02013Assets 2014: $3,368,340Liabilities 2014: $02014Assets 2015: $3,379,990Liabilities 2015: $02015Assets 2019: $446,388Liabilities 2019: $0Net Assets 2019: $446,3882019Assets 2020: $439,937Liabilities 2020: $0Net Assets 2020: $439,9372020Assets 2021: $443,504Liabilities 2021: $0Net Assets 2021: $443,5042021Assets 2022: $447,668Liabilities 2022: $0Net Assets 2022: $447,6682022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$439,937
Liabilities$0
Net Assets$439,937
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $150,6192010Revenue 2011: $1,143,749Expenses 2011: $125,887Net Income 2011: $1,017,8622011Revenue 2012: $175,196Expenses 2012: $350,594Net Income 2012: -$175,3982012Revenue 2013: $158,915Expenses 2013: $247,480Net Income 2013: -$88,5652013Revenue 2014: $147,446Expenses 2014: $240,142Net Income 2014: -$92,6962014Revenue 2015: $233,830Expenses 2015: $222,180Net Income 2015: $11,6502015Revenue 2019: $46,797Expenses 2019: $593,043Net Income 2019: -$546,2462019Revenue 2020: $15,399Expenses 2020: $21,850Net Income 2020: -$6,4512020Revenue 2021: $5,024Expenses 2021: $1,457Net Income 2021: $3,5672021Revenue 2022: $5,489Expenses 2022: $1,325Net Income 2022: $4,1642022Revenue 2023: -$10,388Expenses 2023: $438,537Net Income 2023: -$448,9252023

Highlighted filing

2020

Revenue$15,399
Expenses$21,850
Net Income-$6,451
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY JACOBSONPresident-$0--
SARA M JACOBSONVice President-$0--
MAX MILLERSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Joan L & Julius H Jacobson Ii
EIN
13-3938814
Phone
2126976900
Address
BAKER TILLY -1 PENN PLAZA NO 30, NEW YORK, NY 10119

Signing Officer

Name
Wendy Jacobson
Title
President
Phone
2126976900
Signed
2021-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
ONE PENN PLAZA SUITE 3000, NEW YORK, NY 10119
Preparer
Stephen Aponte CPA
Phone
2126976900
Raw XML Appendix364 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AppliedToPriorYearElection/ElectionDesc0PART XIII LINE 4B, THE FOUNDATION ELECTED TO APPLY PART OF CURRENT YEAR QUALIFYING DISTRIUBTIONS TO AN UNDISTRIBUTED INCOME IN 2010 UNDER THE IRS REGULATIONS SECTION 53.4942A-3(D).
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm020,000 TOYOTA MTR CR CORP MEDIUM TERM FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm120,000 MORGAN STANLEY FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm220,000 JPMORGAN CHASE & CO FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm320,000 BRISTOL MYERS SQUBB CO FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm420,000 STARBUCKS CORP FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm520,000 ALLSTATE CORP FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm615,000 ASTRAZENECA PLC FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm720,000 DEERE JOHN CAP CORP MEDIUM TERM FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm820,000 EL PASO PIPELINE PARTNERS OPER CO FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm920,000 NOVARTIS CAP CORP GTD FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1020,000 CHEVRON CORP NEW FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1118,000 BANK AMER CORP FXD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1214,000 BANK AMER CORP NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1317,000 SUNTRUST BKS INC FXD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1417,000 VALERO ENERGY CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1511,000 WESTERN UN CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1618,000 ACE INA HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1710,000 AMERIPRISE FINL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1813,000 AT & T INC FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1918,000 BAT CAP CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt019967
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt119413
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt220089
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt320022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt419646
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt519781
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt615327
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt720009
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt820660
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt920426
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1019622
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1119333
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1214000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1319047
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1416964
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1511647
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1619573
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1710901
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1814324
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1919302
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt020143
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt120654
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt220275
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt320527
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt421127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt521338
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt616158
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt721413
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt822145
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt921940
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1020490
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1119516
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1214152
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1319250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1417156
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1511817
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1619868
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1710887
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1814449
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1919487
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08488
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06781
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt030
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt015299
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015299
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06781
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020593
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020593
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08488
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08488
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6451
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0244101
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06781
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01257
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt021850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015399
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01157
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt094552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1122481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt220287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt096657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1126905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt220539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PERSHING LLC (ST GAIN/LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PERSHING LLC (LT GAIN/LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc220 DISNEY WALT CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06781
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6451
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0439937
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0446388
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0439937
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022639
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022639
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022639
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022836
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0197
IRS990PF/DistributableAmountGrp/TotalTaxAmt0197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09555
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09555
IRS990PF/FMVAssetsEOYAmt0452676
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0363622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0360053
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0372792
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0446388
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0439937
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt082766
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt079884
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt079884
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0446388
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0439937
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0452676
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0446388
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0439937
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0446388
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0439937
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0463676
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt085812
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0377864
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06955
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022836
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0456721
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0463676
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WENDY JACOBSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SARA M JACOBSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MAX MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O BAKER TILLY 1 PENN PLAZA-STE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O BAKER TILLY 1 PENN PLAZA-STE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O BAKER TILLY 1 PENN PLAZA-STE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt03000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt13000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt23000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY JACOBSON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOAN L & JULIUS H JACOBSON II
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ReturnHeader/ReturnTs02021-11-08T13:22:25-06:00
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$439,937
Liabilities
$0
Net assets
$439,937
Revenue
$15,399
Expenses
$21,850
Net income
-$6,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.44$0.45
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.01$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.01$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.02$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.05$0.59$0.55
2015Summary only. Only limited summary data is available for this year.$3.38$0.00$0.23$0.22$0.01
2014Summary only. Only limited summary data is available for this year.$3.37$0.00$0.15$0.24$0.09
2013Summary only. Only limited summary data is available for this year.$3.46$0.00$0.16$0.25$0.09
2012Summary only. Only limited summary data is available for this year.$3.55$0.00$0.18$0.35$0.18
2011Summary only. Only limited summary data is available for this year.$3.73$0.00$1.14$0.13$1.02
2010Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.15