Civic Intelligence

Walter F & Avis Jacobs Foundation Inc.

EIN 61-0974394 • 501(c)3 • Louisville, KY

Pub. 78 Eligible

Profile

The foundation's purpose is to support the five organizations listed in part iii.

2100 Gardiner Lane Suite 207Louisville, KY 40205-2994

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

95th percentile

164%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,301,333

Up $151,498 (+13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,301,333

Up $151,498 (+13%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin92nd percentile

Revenue

Up

$256,115

Up $147,120 (+135%) from 2024

Expenses

Up

$104,617

Up $14,008 (+15%) from 2024

Net Income

Up

$151,498

Up $133,112 (+724%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,647,378Liabilities 2011: $0Net Assets 2011: $1,647,3782011Assets 2012: $1,602,174Liabilities 2012: $0Net Assets 2012: $1,602,1742012Assets 2013: $1,541,236Liabilities 2013: $0Net Assets 2013: $1,541,2362013Assets 2014: $1,545,042Liabilities 2014: $0Net Assets 2014: $1,545,0422014Assets 2015: $1,511,771Liabilities 2015: $0Net Assets 2015: $1,511,7712015Assets 2016: $1,522,336Liabilities 2016: $0Net Assets 2016: $1,522,3362016Assets 2017: $1,432,037Liabilities 2017: $0Net Assets 2017: $1,432,0372017Assets 2018: $1,372,536Liabilities 2018: $0Net Assets 2018: $1,372,5362018Assets 2019: $1,334,678Liabilities 2019: $0Net Assets 2019: $1,334,6782019Assets 2020: $1,276,423Liabilities 2020: $0Net Assets 2020: $1,276,4232020Assets 2021: $1,222,493Liabilities 2021: $0Net Assets 2021: $1,222,4932021Assets 2022: $1,184,747Liabilities 2022: $0Net Assets 2022: $1,184,7472022Assets 2023: $1,131,449Liabilities 2023: $0Net Assets 2023: $1,131,4492023Assets 2024: $1,149,835Liabilities 2024: $0Net Assets 2024: $1,149,8352024Assets 2025: $1,301,333Liabilities 2025: $0Net Assets 2025: $1,301,3332025

Highlighted filing

2025

Assets$1,301,333
Liabilities$0
Net Assets$1,301,333
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $193,710Expenses 2011: $157,081Net Income 2011: $36,6292011Revenue 2012: $84,394Expenses 2012: $129,598Net Income 2012: -$45,2042012Revenue 2013: $61,993Expenses 2013: $122,931Net Income 2013: -$60,9382013Revenue 2014: $140,696Expenses 2014: $136,890Net Income 2014: $3,8062014Revenue 2015: $105,161Expenses 2015: $138,432Net Income 2015: -$33,2712015Revenue 2016: $135,935Expenses 2016: $125,370Net Income 2016: $10,5652016Revenue 2017: $33,851Expenses 2017: $124,150Net Income 2017: -$90,2992017Revenue 2018: $66,455Expenses 2018: $125,956Net Income 2018: -$59,5012018Revenue 2019: $66,370Expenses 2019: $104,228Net Income 2019: -$37,8582019Revenue 2020: $46,269Expenses 2020: $104,524Net Income 2020: -$58,2552020Revenue 2021: $49,516Expenses 2021: $103,446Net Income 2021: -$53,9302021Revenue 2022: $62,988Expenses 2022: $100,733Net Income 2022: -$37,7452022Revenue 2023: $36,753Expenses 2023: $90,051Net Income 2023: -$53,2982023Revenue 2024: $108,995Expenses 2024: $90,609Net Income 2024: $18,3862024Revenue 2025: $256,115Expenses 2025: $104,617Net Income 2025: $151,4982025

Highlighted filing

2025

Revenue$256,115
Expenses$104,617
Net Income$151,498
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,301,333
Liabilities
$0
Net assets
$1,301,333
Revenue
$256,115
Expenses
$104,617
Net income
$151,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.26$0.10$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.11$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.06$0.10$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.05$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.10$0.06
2019Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.07$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.13$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.03$0.12$0.09
2016Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.14$0.13$0.01
2015Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.11$0.14$0.03
2014Summary only. Only limited summary data is available for this year.$1.55$0.00$1.55$0.14$0.14$0.00
2013Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.06$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.08$0.13$0.05
2011Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$0.19$0.16$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 11, 2025
Return Version
2024v5.2
Gross Receipts
$547,315
Mission and Program Overview

Mission

The foundation's purpose is to support the five organizations listed in part iii.

The foundation's exempt purpose is to support the five organizations listed in part iii.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,149,835$1,301,333▲ $151,498
Investments in Publicly Traded Securities$1,089,398$1,201,947▲ $112,549
Savings and Temporary Cash Investments$52,114$76,108▲ $23,994
Cash and Non-Interest-Bearing Accounts$8,323$23,278▲ $14,955
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,149,835$1,301,333▲ $151,498
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,149,835$1,301,333▲ $151,498
Total Liabilities and Net Assets / Fund Balance$1,149,835$1,301,333▲ $151,498
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Bruce J RothPresidentPT$10,000$10,000
David M RothSecretary-$10,000$10,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$256,115
Other Revenue
$0
Change in Net Assets
$151,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,000
Salaries, Compensation, and Employee Benefits$20,000
Other Expenses$9,617
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,000--$75,000
Current Officers, Directors, Trustees, and Key Employees-$20,000-$20,000
Fees for Service Investment Mgmnt Fees-$9,572-$9,572
Fees for Services Other-$45-$45
Total Functional Expenses$75,000$29,617$0$104,617
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
FATHER MALONEY'S BOYS HAVENLouisville, KY501(c)(3)General Support$0
Keneseth Israel Congregation Endowment FundLouisville, KY501(c)(3)General Support$0
Kentucky School for the BlindLouisville, KY501(c)(3)General Support$0
The University of LouisvilleLouisville, KY501(c)(3)General Support$0
UspiritusLouisville, KY501(c)(3)General Support$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The president and secretary are brothers.”

Form 990, Part VI, Section B, Line 11B

“The 990 is prepared by the cpa firm and is reviewed before the return is filed.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request to officers.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“David m. Roth - 2138 baringer ave, unit 201, louisville, ky 40204.”

Filing and Contact Details

Filer

Filer Name
Walter & Avis Jacobs Foundation Inc
EIN
61-0974394
Phone
5024598100
Address
2100 GARDINER LANE SUITE 207, LOUISVILLE, KY 40205-2994

Signing Officer

Name
Bruce J Roth
Title
President
Phone
5024598100
Signed
2025-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce J Roth
Formed
1980
Legal Domicile
Ky
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Louis T Roth & Co Pllc
Address
2100 GARDINER LANE 207, LOUISVILLE, KY 40205
Preparer
Amy S Miles
Phone
5024598100
Raw XML AppendixShowing 400 of 427 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION'S EXEMPT PURPOSE IS TO SUPPORT THE FIVE ORGANIZATIONS LISTED IN PART III.
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LOUIS T ROTH & CO
IRS990/BooksInCareOfDetail/PhoneNum05024598100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02100 GARDINER LANE SUITE 207
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040205
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt08323
IRS990/CashNonInterestBearingGrp/EOYAmt023278
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt020000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt020000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt075000
IRS990/CYInvestmentIncomeAmt0256115
IRS990/CYOtherExpensesAmt09617
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0151498
IRS990/CYSalariesCompEmpBnftPaidAmt020000
IRS990/CYTotalExpensesAmt0104617
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0256115
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0USPIRITUS - SUPPORT
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt015000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt045
IRS990/FeesForServicesOtherGrp/TotalAmt045
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09572
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09572
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0BRUCE J ROTH
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID M ROTH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0215261
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt015000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt075000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt075000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0506461
IRS990/GrossReceiptsAmt0547315
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt040854
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040854
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01089398
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01201947
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0291200
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION'S PURPOSE IS TO SUPPORT THE FIVE ORGANIZATIONS LISTED IN PART III.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01149835
IRS990/NetAssetsOrFundBalancesEOYAmt01301333
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0215261
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0215261
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRUCE J ROTH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0KENTUCKY SCHOOL FOR THE BLIND - SUPPORT
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt015000
IRS990/ProgSrvcAccomActy3Grp/Desc0FATHER MALONEY'S BOYS HAVEN - SUPPORT
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt015000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0KENESETH ISRAEL CONGREGATION - SUPPORT
IRS990/ProgSrvcAccomActyOtherGrp/Desc1U OF L FOUNDATION - SUPPORT
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt015000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt115000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt015000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt115000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt060000
IRS990/PYInvestmentIncomeAmt0108995
IRS990/PYOtherExpensesAmt010609
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt018386
IRS990/PYSalariesCompEmpBnftPaidAmt020000
IRS990/PYTotalExpensesAmt090609
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0108995
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0151498
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01149835
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01301333
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052114
IRS990/SavingsAndTempCashInvstGrp/EOYAmt076108
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS PROVIDED WITH PERIODIC UPDATES FROM THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1AS STATED IN THE FOUNDATION'S ORGANIZING DOCUMENTS, THE FOUNDATION'S PURPOSE IS TO SUPPORT THE FOLLOWING ORGANIZATIONS: KENTUCKY SCHOOL FOR THE BLIND, UNIVERSITY OF LOUISVILLE FOUNDATION, USPIRITUS, KENESETH ISRAEL CONGREGATION, AND FATHER MALONEY BOYS HAVEN. THIS CONSTITUTES ALL OF THE ACTIVITY OF THE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, SECTION D, QUESTION 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE E, SECTION E, QUESTION 2A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt05
IRS990ScheduleA/SupportedOrganizationsTotalCnt05
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0610471572
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1610479621
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2611080293
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3237078461
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4610448553
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd41
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt015000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt115000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt215000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt315000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt415000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0USPIRITUS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1FATHER MALONEY BOYS HAVEN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2KENTUCKY SCHOOL FOR THE BLIND
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3U OF L FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4KENESETH ISRAEL CONGREGATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt075000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/CashGrantAmt20
IRS990ScheduleI/RecipientTable/CashGrantAmt30
IRS990ScheduleI/RecipientTable/CashGrantAmt40
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt015000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt115000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt215000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt315000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt415000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0USPIRITUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KENTUCKY SCHOOL FOR THE BLIND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2KENESETH ISRAEL CONGREGATION ENDOWMENT FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE UNIVERSITY OF LOUISVILLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FATHER MALONEY'S BOYS HAVEN
IRS990ScheduleI/RecipientTable/RecipientEIN0610471572
IRS990ScheduleI/RecipientTable/RecipientEIN1611080293
IRS990ScheduleI/RecipientTable/RecipientEIN2610448553
IRS990ScheduleI/RecipientTable/RecipientEIN3237078461
IRS990ScheduleI/RecipientTable/RecipientEIN4610479621
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03121 BROOKLAWN CAMPUS DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11867 FRANKFORT AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22531 TAYLORSVILLE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3444 SOUTH FIFTH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42301 GOLDSMITH LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040218
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd140206
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd240205
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd340292
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd440218
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND SECRETARY ARE BROTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PREPARED BY THE CPA FIRM AND IS REVIEWED BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE UPON REQUEST TO OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DAVID M. ROTH - 2138 BARINGER AVE, UNIT 201, LOUISVILLE, KY 40204.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ETHEL T JACOBS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOUIS T ROTH FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0610992371
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1610624305
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PRIVATE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PRIVATE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01113 RED FOX ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12100 GARDINER LANE 207
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOUISVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LOUISVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd040205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd140205
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01149835
IRS990/TotalAssetsEOYAmt01301333
IRS990/TotalAssetsGrp/BOYAmt01149835
IRS990/TotalAssetsGrp/EOYAmt01301333
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029617
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0104617
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01149835
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01301333
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt030000
IRS990/TotalOtherProgSrvcGrantAmt030000
IRS990/TotalProgramServiceExpensesAmt075000
IRS990/TotalReportableCompFromOrgAmt020000
IRS990/TotalRevenueGrp/ExclusionAmt0256115
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0256115
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01149835
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01301333
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02100 GARDINER LANE SUITE 207
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040205
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.