Private Foundation

THE JOAN L & JULIUS H JACOBSON II FOUNDATION INC

THE JOAN L & JULIUS H JACOBSON II FOUNDATION INC is a private foundation categorized as Private Foundation based in NEW YORK, NY. Its most recent IRS filing (2023) reports revenue of $-10K, expenses of $439K. Imperigo tracks 4 reported grants from this foundation totaling approximately $1.0M.

EIN: 133938814 NEW YORK, NY Latest filing: 2023

Total Revenue$-10K

Total Expenses$439K

Grants Given4

Grant Total$1.0M

Filing Years2019–2023

Sample Grants Given

FIDELITY CHARITABLE -JACOBSON-MILLER FAMILY FUND

CINCINNATI, OH · 2023

GENERAL CHARITABLE PURPOSE

$213,680

FIDELITY CHARITABLE -JACOBSON GIVING FUND

CINCINNATI, OH · 2023

GENERAL CHARITABLE PURPOSE

$213,680

MOUNT SINAI HEALTH SYSTEM

NEW YORK, NY · 2020

TO ACHIEVE CHARITABLE PURPOSE

$20,593

MOUNT SINAI HEALTH SYSTEM

NEW YORK, NY · 2019

TO ACHIEVE CHARITABLE PURPOSE

$583,333

Showing up to 5 of 4 total records — full history available with membership.

Officers & Directors

SECRETARY/TREASURER Max Miller

VICE PRESIDENT Sara M Jacobson

PRESIDENT Wendy Jacobson

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO ACHIEVE CHARITABLE PURPOSE

$603,926 2 grants

GENERAL CHARITABLE PURPOSE

$427,360 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2023	$-10K	$439K	—
2022	$5K	$1K	$448K
2020	$15K	$22K	$440K
2019	$47K	$593K	$446K

Between 2019 and 2023, reported annual revenue moved from $47K to $-10K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in NY, OH.

NYOH

Full geographic grant map with state-by-state breakdown available with membership.

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