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Nonprofit · EIN 82-3019325

STEPHEN AND LYNDA JACOBSEN FOUNDATION

Tax-exempt · SALT LAKE CTY, UT 84101

Financials

−$506K$350K2023$405K$374K2024
Revenue Expenses · by fiscal year end
Financials of STEPHEN AND LYNDA JACOBSEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$405,350$374,337$31,013$5,702,558$0$5,702,558
December 31, 2023990-PF-$505,578$350,013-$855,591$5,667,998$0$5,667,998
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$179,726
Net gain from sales of assets
$225,624

Expenses

Grants and similar amounts paid
$294,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$294,000
Excise tax on investment income
$4,518

Balance sheet and other

Total assets, start of year
$5,667,998
Total assets, end of year
$5,702,558
Total liabilities, end of year
$0
Net assets, end of year
$5,702,558
Fair market value of assets
$6,137,330
Qualifying distributions
$294,000
Net investment income
$405,350

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LYNDA M JACOBSEN
ONE SOUTH MAIN STREET, SALT LAKE CITY, UT 84133
DIRECTOR0$0
SHARYN ANN RASH
419 EAST 300 SOUTH 15, SALT LAKE CITY, UT 84111
DIRECTOR0$0
JOHN MCCULLOUGH
28 SOUTH 400 EAST, SALT LAKE CITY, UT 84133
DIRECTOR0$0
GREGORY AIKEN
ONE SOUTH MAIN STREET, SALT LAKE CITY, UT 84133
DIRECTOR0$0
GREGORY C ZAUGG
405 SOUTH MAIN STREET SUITE 800, SALT LAKE CITY, UT 84111
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
LYNDA M JACOBSEN
ONE SOUTH MAIN STREET, SALT LAKE CITY, UT 84133
DIRECTOR0$0
SHARYN ANN RASH
419 EAST 300 SOUTH 15, SALT LAKE CITY, UT 84111
DIRECTOR0$0
JOHN MCCULLOUGH
28 SOUTH 400 EAST, SALT LAKE CITY, UT 84133
DIRECTOR0$0
GREGORY AIKEN
ONE SOUTH MAIN STREET, SALT LAKE CITY, UT 84133
DIRECTOR0$0
GREGORY C ZAUGG
405 SOUTH MAIN STREET SUITE 800, SALT LAKE CITY, UT 84111
DIRECTOR0$0

Address and contacts

Address (IRS master file)
222 S MAIN ST STE 1840, SALT LAKE CTY, UT 84101-2198
In care of
% LYNN BALDWIN
Signed the 990-PF
SHARYN RASH, DIRECTOR
Phone
(801) 869-3855
Return prepared by
TANNER LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-3019325
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,702,558
Income (IRS master file)
$3,066,832

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$405,350$374,337$5,702,558IRS
990-PFDecember 2023-$505,578$350,013$5,667,998XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-3019325).

Questions about STEPHEN AND LYNDA JACOBSEN FOUNDATION

What is the EIN of STEPHEN AND LYNDA JACOBSEN FOUNDATION?
The employer identification number (EIN) of STEPHEN AND LYNDA JACOBSEN FOUNDATION is 82-3019325.
Is STEPHEN AND LYNDA JACOBSEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to STEPHEN AND LYNDA JACOBSEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STEPHEN AND LYNDA JACOBSEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STEPHEN AND LYNDA JACOBSEN FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STEPHEN AND LYNDA JACOBSEN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of STEPHEN AND LYNDA JACOBSEN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does STEPHEN AND LYNDA JACOBSEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $405,350, expenses of $374,337 and total assets of $5,702,558 at year end.

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