Civic Intelligence

Walter F & Avis Jacobs Foundation Inc.

990 • Fiscal year 2018 • EIN 61-0974394

Jun 01, 2017 to May 31, 2018 • Filed on Feb 12, 2019

Organization ProfileN/A
2100 Gardiner LaneLouisville, KY 40205

(502) 459-8100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,372,536

Flat from 2018

Net Assets

Flat

$1,372,536

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$66,455

Flat from 2018

Expenses

Flat

$125,956

Flat from 2018

Net Income

Flat

-$59,501

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$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 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

2018

Assets$1,372,536
Liabilities$0
Net Assets$1,372,536
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 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

2018

Revenue$66,455
Expenses$125,956
Net Income-$59,501
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 12, 2019
Return Version
2017v2.3
Gross Receipts
$518,668
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$1,432,037$1,372,536▼ $59,501
Investments in Publicly Traded Securities$1,399,032$1,332,564▼ $66,468
Savings and Temporary Cash Investments$27,758$37,049▲ $9,291
Cash and Non-Interest-Bearing Accounts$5,247$2,923▼ $2,324
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,432,037$1,372,536▼ $59,501
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,432,037$1,372,536▼ $59,501
Total Liabilities and Net Assets / Fund Balance$1,432,037$1,372,536▼ $59,501
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bruce J RothPresidentPT$7,000$7,000
David M RothSecretary-$7,000$7,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$66,455
Other Revenue
$0
Change in Net Assets
$-59,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,000
Salaries, Compensation, and Employee Benefits$14,000
Other Expenses$11,956
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,000--$100,000
Current Officers, Directors, Trustees, and Key Employees-$14,000-$14,000
Fees for Service Investment Mgmnt Fees-$8,632-$8,632
Fees for Services Accounting-$3,324-$3,324
Total Functional Expenses$100,000$25,956$0$125,956
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
FATHER MALONEY'S BOYS HAVENLouisville, KY-General Support$20,000
Keneseth Israel Congregation Endowment FundLouisville, KY-General Support$20,000
Kentucky School for the BlindLouisville, KY-General Support$20,000
The University of LouisvilleLouisville, KY-General Support$20,000
UspiritusLouisville, KY-General Support$20,000
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 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 - 2225 douglass blvd., louisville, ky 40205.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Bruce J Roth
Title
President
Phone
5024598100
Signed
2019-02-12
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, LOUISVILLE, KY 40205
Preparer
Amy S Miles
Phone
5024598100
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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 - 2225 DOUGLASS BLVD., LOUISVILLE, KY 40205.
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/BusinessNameLine1Txt0LOUIS T ROTH FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ETHEL T JACOBS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0610624305
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1610992371
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01432037
IRS990/TotalAssetsEOYAmt01372536
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IRS990/TotalAssetsGrp/EOYAmt01372536
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0100000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125956
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01432037
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01372536
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt040000
IRS990/TotalOtherProgSrvcGrantAmt040000
IRS990/TotalProgramServiceExpensesAmt0100000
IRS990/TotalReportableCompFromOrgAmt014000
IRS990/TotalRevenueGrp/ExclusionAmt031362
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035093
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066455
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01432037
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01372536
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE J ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05024598100
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER F & AVIS JACOBS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0610974394
ReturnHeader/Filer/PhoneNum05024598100
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 GARDINER LANE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040205

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,372,536
Liabilities
$0
Net assets
$1,372,536
Revenue
$66,455
Expenses
$125,956
Net income
-$59,501
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
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