Funder DirectoryJACOB R MARCUS TR UW
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Private foundation (trust)EIN 316540485Est. 1998-03

JACOB R MARCUS TR UW

MILWAUKEE, WI 532010634

Total Assets

$4.3M

FY 2023

Annual Giving

$212K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$212K

FY 2023

Grant Range

$212K–$212K

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$42K

Total Expenses

$275K

Qualifying Distributions

$233K

Distributable Amount

$203K

Min. Investment Return

$203K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $256K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

5 grants

HEBREW UNION COLLEGE
$475K
2 grants
HEBREW UNION COLLEGE-JEWISH INSTITUTE OF
$468K
2 grants
HEBREW UNION COLLEGE-
$229K
1 grant

Grant Size Distribution

5 grants

<$10K
$10–50K
$50–250K
4
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

2 states

Ohio
$704K
60% of total
New York
$468K
40% of total

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JACOB R MARCUS TR UW — Grants, Financials & Contact | Grantivo