Civic Intelligence

The Jerome Jacobson Foundation Inc.

990PF • Fiscal year 2022 • EIN 65-0167227

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 13, 2023

257 Milton Drive 300Malvern, PA 19355

(610) 246-9880

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

5th percentile

-203%

Higher net margin than 5% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

6th percentile

-23%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

177%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,995,172

Down $596,558 (-23%) from 2021

Net Assets

Down

$1,995,172

Down $596,558 (-23%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$344,773

Up $220,476 (+177%) from 2021

Expenses

Up

$1,045,856

Up $727,148 (+228%) from 2021

Net Income

Down

-$701,083

Down $506,672 (-261%) from 2021

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $8,527,243Liabilities 2011: $0Net Assets 2011: $8,527,2432011Assets 2012: $8,252,705Liabilities 2012: $0Net Assets 2012: $8,252,7052012Assets 2013: $8,388,143Liabilities 2013: $23,995Net Assets 2013: $8,364,1482013Assets 2014: $8,163,521Liabilities 2014: $0Net Assets 2014: $8,163,5212014Assets 2015: $6,540,972Liabilities 2015: $0Net Assets 2015: $6,540,9722015Assets 2016: $4,207,651Liabilities 2016: $0Net Assets 2016: $4,207,6512016Assets 2017: $3,685,802Liabilities 2017: $0Net Assets 2017: $3,685,8022017Assets 2018: $3,501,098Liabilities 2018: $0Net Assets 2018: $3,501,0982018Assets 2019: $2,837,866Liabilities 2019: $0Net Assets 2019: $2,837,8662019Assets 2020: $2,193,681Liabilities 2020: $0Net Assets 2020: $2,193,6812020Assets 2021: $2,591,730Liabilities 2021: $0Net Assets 2021: $2,591,7302021Assets 2022: $1,995,172Liabilities 2022: $0Net Assets 2022: $1,995,1722022Assets 2023: $770,304Liabilities 2023: $0Net Assets 2023: $770,3042023Assets 2024: $282,028Liabilities 2024: $0Net Assets 2024: $282,0282024

Highlighted filing

2022

Assets$1,995,172
Liabilities$0
Net Assets$1,995,172

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $357,8312011Expenses 2012: $543,9262012Revenue 2013: $714,252Expenses 2013: $598,809Net Income 2013: $115,4432013Revenue 2014: $364,883Expenses 2014: $555,510Net Income 2014: -$190,6272014Revenue 2015: $503,912Expenses 2015: $2,122,745Net Income 2015: -$1,618,8332015Revenue 2016: $235,951Expenses 2016: $2,556,612Net Income 2016: -$2,320,6612016Revenue 2017: $498,373Expenses 2017: $887,631Net Income 2017: -$389,2582017Revenue 2018: $204,831Expenses 2018: $382,835Net Income 2018: -$178,0042018Revenue 2019: $162,729Expenses 2019: $833,674Net Income 2019: -$670,9452019Revenue 2020: $189,423Expenses 2020: $833,608Net Income 2020: -$644,1852020Revenue 2021: $124,297Expenses 2021: $318,708Net Income 2021: -$194,4112021Revenue 2022: $344,773Expenses 2022: $1,045,856Net Income 2022: -$701,0832022Revenue 2023: $35,292Expenses 2023: $1,260,160Net Income 2023: -$1,224,8682023Revenue 2024: $65,630Expenses 2024: $553,015Net Income 2024: -$487,3852024

Highlighted filing

2022

Revenue$344,773
Expenses$1,045,856
Net Income-$701,083
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 13, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUIS RUBINFIELDPresident, DirectorPT$0--
RICHARD BREENSecy, Treas, DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Jerome Jacobson Foundation
EIN
65-0167227
Phone
6102469880
Address
257 MILTON DRIVE 300, MALVERN, PA 19355

Signing Officer

Name
Louis Rubinfield
Title
Director
Phone
6102469880
Signed
2023-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Wagner Duys & Wood Lllp
Address
4550 MONTGOMERY AVE STE 315N, BETHESDA, MD 20814
Preparer
Douglas Rausch
Phone
3016527014
Raw XML Appendix345 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
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01331394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OPEN AND CLOSED END FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01331394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt057815
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0286935
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt023
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0344773
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01453908
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01045856
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0344773
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0344773
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt039856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt079246
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-10115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1345364
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MUTUAL FUNDS & REITS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2OTHER REITS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0286935
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-701083
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0104525
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01995172
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02591730
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01995172
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt093470
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt093470
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt093470
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt098262
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04792
IRS990PF/DistributableAmountGrp/TotalTaxAmt04792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02591730
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0130605
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029928
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD BREEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECY, TREAS, DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ANNAPOLIS
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01006000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME INCREASES THE AMOUNTS AVAILABLE FOR CHARITABLE DISTRIBUTION
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PURPOSE, AMOUNT, REFERENCES, AND CHARITABLE ORGANIZATION STATUS IF APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LOUIS RUBINFIELD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06102469880
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0257 MILTON DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MALVERN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019355
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0BOARD ACCEPTANCE AND ANNUAL CHARITABLE BUDGET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NATIONAL CAPITAL AREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ALZHEIMER'S GENERAL NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ACLU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANTI-DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MINNESOTA CHAPTER FOR MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01400 20TH STNW SUITE 119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11100 CONNECTICUT AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt222512 GATEWAY CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLARKSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220871
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01006000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt093470
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt093470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0263689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0762328
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0528649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0284608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0565219
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0565219
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02751804
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0912530
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0263689
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0762328
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0528649
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0284608
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01006000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0912530
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03317023
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02404493
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11313
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2140
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0104525
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK AND TAX COST BASIS FOR SECURITIES SOLD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt029417
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS RUBINFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06102469880
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEROME JACOBSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JERO
ReturnHeader/Filer/EIN0650167227
ReturnHeader/Filer/PhoneNum06102469880
ReturnHeader/Filer/USAddress/AddressLine1Txt0257 MILTON DRIVE 300
ReturnHeader/Filer/USAddress/CityNm0MALVERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019355
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522289381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAGNER DUYS & WOOD LLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 MONTGOMERY AVE STE 315N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum03016527014
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS RAUSCH
ReturnHeader/ReturnTs02023-07-17T10:19:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOUIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUBINFIELD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.07$0.55$0.49
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.04$1.26$1.22
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.34$1.05$0.70
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.12$0.32$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.19$0.83$0.64
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.16$0.83$0.67
2018Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.20$0.38$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.50$0.89$0.39
2016Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.24$2.56$2.32
2015Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.50$2.12$1.62
2014Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$0.36$0.56$0.19
2013Detailed filing. Detailed filing data is available for this year.$8.39$0.02$8.36$0.71$0.60$0.12
2012Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.54
2011Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.36