Nonprofit · EIN 82-6661748
JUSTIN JACOBS JR CHARITABLE TRUST
Also known as JACOBS FAMILY FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $512,629 | $625,823 | -$113,194 | $14,559,850 | $0 | $14,559,850 |
| September 30, 2024 | 990-PF | $1,302,037 | $692,443 | $609,594 | $14,455,163 | $0 | $14,455,163 |
| September 30, 2023 | 990-PF | $166,205 | $626,917 | -$460,712 | $12,788,997 | $0 | $12,788,997 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $403,939
- Interest
- $96,886
- Net gain from sales of assets
- $11,804
Expenses
- Grants and similar amounts paid
- $150,000
- Compensation of officers, directors and key employees
- $115,000
- Salaries, compensation and benefits (total)
- $194,788
- Disbursements for charitable purposes
- $586,748
- Excise tax on investment income
- $6,646
Balance sheet and other
- Total assets, start of year
- $14,455,163
- Total assets, end of year
- $14,559,850
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,559,850
- Fair market value of assets
- $14,559,850
- Qualifying distributions
- $586,748
- Net investment income
- $516,377
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY W COLLINS 1850 OAK AVENUE, MENLO PARK, CA 94025 | ASSOCIATE Highest-paid employee | 36.63 | $97,155 |
| KATHLEEN C EAGLES 129 NYLA AVE, SO SAN FRANCISCO, CA 94080 | ASSOCIATE Highest-paid employee | 40.15 | $93,960 |
| SCOTT CROCKER JACOBS ONE BUSH STREET SUITE 900, SAN FRANCISCO, CA 941044415 | TRUSTEE | 1.1 | $65,000 |
| GARRETT WINSTON JACOBS 100 CONGRESS AVE SUITE 2000, AUSTIN, TX 78701 | TRUSTEE | 0.46 | $25,000 |
| KATHRYN ELIZABETH JACOBS ONE BUSH STREET SUITE 900, SAN FRANCISCO, CA 941044415 | TRUSTEE | 0.46 | $25,000 |
990-PF for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY W COLLINS 1850 OAK AVENUE, MENLO PARK, CA 94025 | ASSOCIATE Highest-paid employee | 36.92 | $97,920 |
| KATHLEEN C EAGLES 129 NYLA AVE, SO SAN FRANCISCO, CA 94080 | ASSOCIATE Highest-paid employee | 40 | $93,600 |
| SCOTT CROCKER JACOBS ONE BUSH STREET SUITE 900, SAN FRANCISCO, CA 941044415 | TRUSTEE | 1.1 | $65,000 |
| GARRETT WINSTON JACOBS 100 CONGRESS AVE SUITE 2000, AUSTIN, TX 78701 | TRUSTEE | 0.46 | $25,000 |
| KATHRYN ELIZABETH JACOBS ONE BUSH STREET SUITE 900, SAN FRANCISCO, CA 941044415 | TRUSTEE | 0.46 | $25,000 |
990-PF for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY W COLLINS 1850 OAK AVENUE, MENLO PARK, CA 94025 | ASSOCIATE Highest-paid employee | 37.29 | $96,950 |
| KATHLEEN C EAGLES 129 NYLA AVE, SO SAN FRANCISCO, CA 94080 | ASSOCIATE Highest-paid employee | 40.15 | $91,872 |
| SCOTT CROCKER JACOBS ONE BUSH STREET SUITE 900, SAN FRANCISCO, CA 941044415 | TRUSTEE | 2.7 | $50,000 |
| GARRETT WINSTON JACOBS 100 CONGRESS AVE SUITE 2000, AUSTIN, TX 78701 | TRUSTEE | 1.5 | $25,000 |
| KATHRYN ELIZABETH JACOBS ONE BUSH STREET SUITE 900, SAN FRANCISCO, CA 941044415 | TRUSTEE | 2.3 | $25,000 |
Address and contacts
- Address (IRS master file)
- 235 MONTGOMERY STREET 17TH FLOOR, SAN FRANCISCO, CA 94104-3104
- In care of
- % CYNTHIA R ROWLAND
- Signed the 990-PF
- SCOTT CROCKER JACOBS, TRUSTEE
- Phone
- (415) 854-7210
- Website
- WWW.JACOBSFF.ORG
- Return prepared by
- FRANK RIMERMAN CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 82-6661748 or by the name JUSTIN JACOBS JR CHARITABLE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 82-6661748
- 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
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $14,559,850
- Income (IRS master file)
- $1,863,416
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $512,629 | $625,823 | $14,559,850 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | $1,302,037 | $692,443 | $14,455,163 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $166,205 | $626,917 | $12,788,997 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 82-6661748).
Questions about JUSTIN JACOBS JR CHARITABLE TRUST
- What is the EIN of JUSTIN JACOBS JR CHARITABLE TRUST?
- The employer identification number (EIN) of JUSTIN JACOBS JR CHARITABLE TRUST is 82-6661748.
- Is JUSTIN JACOBS JR CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to JUSTIN JACOBS JR CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JUSTIN JACOBS JR CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JUSTIN JACOBS JR CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JUSTIN JACOBS JR CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JUSTIN JACOBS JR CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 5 people; 5 received compensation from the organization, the highest $97,155 (NANCY W COLLINS, ASSOCIATE).
- How much revenue does JUSTIN JACOBS JR CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $512,629, expenses of $625,823 and total assets of $14,559,850 at year end.
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