Joan & Jerome R Jakubovitz Foundation
DBA: THE JOAN & JEROME R JAKUBOVITZ
SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK).
IRS Tax Year 2022
Period ending June 30, 2023
Total Revenue
$44K
Total Expenses
$44K
Net Assets
$4K
Employees
—
Grants Paid
$44K
Program Expense Ratio
99.9%
This nonprofit profile presents IRS Form 990-EZ tax filing data for Joan & Jerome R Jakubovitz Foundation (EIN: 13-3797217), based on the 2022 tax year annual return filed with the Internal Revenue Service.
Sections below include financial summaries (revenue, expenses, and net assets), program accomplishments, officer and key employee compensation, governance policies and audit information. All figures are reported in USD as filed.
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Financial Health
Transparency
Compensation
Program Effectiveness
Financial Stability
Risk Flags
Indicators derived from IRS Form 990 data. Not financial advice.
Joan & Jerome R Jakubovitz Foundation is a 501(c)(3) nonprofit headquartered in NEW YORK, NY. The organization has held tax-exempt status since 1996. In its 2022 filing, the organization reported $44K in total revenue, a 35.4% decrease from the prior year, and $44K in total expenses. The organization runs 1 program, totaling $44K in program expenses. 0 of 6 recommended governance policies are in place.
Joan & Jerome R Jakubovitz Foundation is classified under NTEE code T60I. Its foundation type is 17.
Programs(Tax Year 2022)
1 record
Joan & Jerome R Jakubovitz Foundation operates 1 program, with total program expenses of $44K. Joan & Jerome R Jakubovitz Foundation's largest program accounts for 100% of total program spending.
GRANTS ARE MADE TO UJA-FEDERATION OF NEW YORK, AND OTHER TAX EXEMPT ORGANIZATIONS IN FURTHERANCE OF UJA-FEDERATION OF NEW YORK'S CHARITABLE PURPOSES.
Financial Overview(Tax Years 2020–2022)
3 records
Over the past 3 years, Joan & Jerome R Jakubovitz Foundation's revenue has grown from $37K to $44K, a 18.9% increase. Program expenses represent 100% of total spending.
Revenue decreased 35.4% year-over-year, while expenses declined 32.3%. net assets fell to $4K, down 0.7% from the prior year.
Joan & Jerome R Jakubovitz Foundation derives 100% from contributions and grants.
Revenue declined by 35.4% and expenses declined by 32.3% year over year.
Joan & Jerome R Jakubovitz Foundation distributed $44K in grants to other organizations and individuals, representing 100% of total expenses.
Over 3 filings from 2020–2022, Joan & Jerome R Jakubovitz Foundation grew revenue from $37K to $44K (+18.9%) while maintaining a program expense ratio of 100%.
Joan & Jerome R Jakubovitz Foundation holds $22K in total assets against $18K in liabilities (debt-to-asset ratio of 83%). The organization has 1.0 months of operating reserves. Cash and equivalents of $22K cover approximately 5.9 months of expenses.
Revenue
| Year | Total Revenue | Contributions | Gov't Grants | Program Revenue | Investment |
|---|---|---|---|---|---|
| 2022 | $44K | $44K | $0 | $0 | $0 |
| 2021 | $68K | $40K | $0 | $0 | $0 |
| 2020 | $37K | $37K | $0 | $0 | $0 |
Expenses
| Year | Total Expenses | Program | Management | Fundraising | Grants Paid |
|---|---|---|---|---|---|
| 2022 | $44K | $44K | $0 | $0 | $44K |
| 2021 | $65K | $65K | $0 | $0 | $65K |
| 2020 | $64K | $64K | $0 | $0 | $64K |
Program Expense Ratio
99.9%
Admin Expense Ratio
—
Fundraising Efficiency
—
Operating Reserve
1.0 mo
People & Compensation(Tax Year 2022)
5 records
Joan & Jerome R Jakubovitz Foundation reported compensation for 5 officers and key employees.
| Name | Title | Type | Hours/wk | Comp from Org | Related Orgs | Total |
|---|---|---|---|---|---|---|
| DONNA JAKUBOVITZ | PRESIDENT/TRUSTEE | — | $0 | $0 | $0 | |
| STANLEY BAUMBLATT | SECRETARY/TREASURER/TRUSTEE | — | $0 | $0 | $0 | |
| BETH CHIGER | TRUSTEE | — | $0 | $0 | $0 | |
| ALISA F LEVIN | TRUSTEE | — | $0 | $0 | $0 | |
| WILLIAM D SAMERS | TRUSTEE | — | $0 | $0 | $0 |
Governance & Compliance(Tax Year 2022)
Joan & Jerome R Jakubovitz Foundation has 0 of 6 recommended governance policies in place.
Joan & Jerome R Jakubovitz Foundation does not have audited financial statements.
Policies & Oversight
Audit & Financial Oversight
Filing History(Tax Years 1996–2022)
3 records
Showing the 3 Form 990 filings currently in our system.
| Tax Year | Form | Period | Revenue | Expenses | Net Assets |
|---|---|---|---|---|---|
| 2022 | 990-EZ | 2022-07-01 – 2023-06-30 | $44K | $44K | $4K |
| 2021 | 990-EZ | 2021-07-01 – 2022-06-30 | $68K | $65K | $4K |
| 2020 | 990-EZ | 2020-07-01 – 2021-06-30 | $37K | $64K | $549 |
| 1996–2019 | No filings acquired yet | ||||
Frequently Asked Questions
What does Joan & Jerome R Jakubovitz Foundation do?
SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK).
How much revenue does Joan & Jerome R Jakubovitz Foundation have?
Joan & Jerome R Jakubovitz Foundation reported $44,000 in total revenue for tax year 2022, down 35.4% from the prior year.
Who is the highest-paid executive at Joan & Jerome R Jakubovitz Foundation?
DONNA JAKUBOVITZ, PRESIDENT/TRUSTEE, received $0 in total compensation as of tax year 2022.
Is Joan & Jerome R Jakubovitz Foundation a 501(c)(3)?
Yes, Joan & Jerome R Jakubovitz Foundation is classified as a 501(c)(3) tax-exempt organization.
Where is Joan & Jerome R Jakubovitz Foundation located?
Joan & Jerome R Jakubovitz Foundation is headquartered in NEW YORK, NY 100221302.
Is Joan & Jerome R Jakubovitz Foundation audited?
No, Joan & Jerome R Jakubovitz Foundation does not currently have audited financial statements.
Does Joan & Jerome R Jakubovitz Foundation give grants?
Yes, Joan & Jerome R Jakubovitz Foundation distributed $44,000 in grants to other organizations and individuals in tax year 2022.
Data Source
IRS Form 990 electronic filings via the IRS Exempt Organizations Business Master File. All financial figures are as reported in USD.
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