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Jacoby Foundation EIN 23-7004941

Jacoby Foundation

EIN  23-7004941 Private foundation / grantmaker Vero Beach, FL
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Size
<$100K
What they do
A private foundation based in Vero Beach, FL. It reported about $31K in revenue for 2024.
Leadership
Scott a Jacoby · President/Director
Money in and out
$31K revenue, $35K expenses
Bottom line
—

A private foundation based in Vero Beach, FL. It reported about $31K in revenue for 2024. For fiscal year 2025 it reported $31K in revenue, $35K in expenses, and $320K in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$31K
Pt VIII · Ln 12
Total expenses
$35K
Pt IX · Ln 25
Net assets
$320K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$4K
Total assets
320K
deployed as grants and operations
Grants paid
35K
in FY2025
Grants made
15grants
total in period
Payout rate
11%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 15 grants · $35K · 2024–2024
Jacoby Arts CouncilFY2024$10,000
Senior Services Plus INCIL · FY2024$2,500
River Bend Head Start & Family ServicesFY2024$2,500
Alton Memorial Hospital FoundationFY2024$2,500
Greater St Louis Area Council Boy Scouts of AmericaFY2024$2,000
First Presbyterian ChurchFY2024$2,000
Bjc HospiceFY2024$2,000
Sisters of St Francis of Perpetual Adoration St Joseph Province TrustWA · FY2024$1,500
River Bend Development Foundation INCIL · FY2024$1,500
Pride INCFY2024$1,500
Boys & Girls Club of Alton INCIL · FY2024$1,500
Alton Symphony OrchestraIL · FY2024$1,500
Alton Little Theater INCIL · FY2024$1,500
Alton Area Animal Aid AssociationIL · FY2024$1,500
Salvation ArmyFY2024$1,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV7
Average grantPart XV$2K
Median grantPart XV$2K
Largest grantPart XV$10K
Top cause focusNTEEReligion (7%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$31K
FY2025▲ +112%
Expenses
$35K
FY2025▲ +33%
Total assets
$320K
FY2025▼ -1%
Total liabilities
$0
FY2025
Total revenue
$31K
Pt VIII · Ln 12
Total expenses
$35K
Pt IX · Ln 25
Net assets
$320K
Pt X · Ln 32
Total assetsPt II$320K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CJacoby Foundation
EINHdr · item D23-7004941
Principal addressHdr · item CVero Beach, FL
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MFL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFDec 1968

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Scott a Jacoby
President/Director
$0Pt VII · Sec A
Casper J Jacoby IV
VP/Treas/Director
$0Pt VII · Sec A
Karen J Sinunu
VP/Director
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Investment income100%$31K
Total revenueLn 12$31K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.99 Operating & administrative $0.01
Grants & contributions paid99%$35K
Operating & administrative1%$237
Total functional expensesLn 25$35K

Balance Sheet

Part X · end of year
CashLn 1$13K
Total assetsLn 16$320K
Total liabilitiesLn 26$0
Total net assetsLn 32$320K
Months of cash on handcomputed4.3

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $320K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $31K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $31K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $31K · Prior year $15K
Prior-year revenue below floor — showing dollar change
Revenue CAGR
FY2020 $33K · FY2024 $31K
-2%
Net-asset trend (YoY)
End of year $320K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $31K · Expenses $35K
-14%
Liabilities-to-Assets
Total liabilities — · Total assets $320K
—
Net-asset ratio
Net assets $320K · Total assets $320K
100%
People & payroll
Highest Reported Total Compensation
Individual Scott a Jacoby · Reported title PRESIDENT/DIRECTOR · Highest reported compensation $0 · Total expenses $35K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 112%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$31K revenue · viewing · ⤓ 990 PDF
FY2024$15K revenue · ⤓ 990 PDF
FY2023$29K revenue · ⤓ 990 PDF
FY2022$12K revenue · ⤓ 990 PDF
FY2021$33K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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