Jules & Evelyn Jacobsen Char Tr
- Assets
- $401.5k
- Revenue
- $35.5k
- Investments
- $341.2k
- Employees
- 0
- Location
- Hackensack, NJ
- Founding
- 01/1990
- Data as of
- 12/2023
- EIN
- 52-1671650
Organization Overview
Jules & Evelyn Jacobsen Char Tr is located in Hackensack, NJ. The organization was established in 1990. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jules & Evelyn Jacobsen Char Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Jules & Evelyn Jacobsen Char Tr generated $35.5k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (0.9%) each year. All expenses for the organization totaled $50.1k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (3.4%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Jules & Evelyn Jacobsen Char Tr has awarded 105 individual grants totaling $291,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $18,349 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $17,104 |
| Capital Gain Net Income | $17,104 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $35,453 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $6,043 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $1,277 |
| Taxes | $8 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $3,332 |
| Total operating and administrative expenses | $22,125 |
| Contributions, gifts, grants paid | $28,000 |
| Total expenses and disbursements | $50,125 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $60,293 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,140 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $401,513 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Jules & Evelyn Jacobsen Char Tr has awarded $28,000 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
JEWISH NATIONAL FUND PURPOSE: CHARITABLE | $2,000 |
PROJECT HOPE PURPOSE: CHARITABLE | $2,000 |
ANTI-DEFAMATION LEAGUE PURPOSE: CHARITABLE | $5,000 |
DOCTORS WITHOUT BORDERS USA PURPOSE: CHARITABLE | $2,000 |
MEMORIAL SLOAN-KETTERING CANCER CEN PURPOSE: CHARITABLE | $3,000 |
HOSPICE OF PALM BEACH COUNTY INC PURPOSE: CHARITABLE | $2,000 |