Private foundation (trust)EIN 436777274Est. 1997-11
JACOBSEN FOUNDATION TRUST AGENCY-UMA
MILWAUKEE, WI 532010634
Accepts unsolicited proposalsTotal Assets
$318K
FY 2024
Annual Giving
$44K
FY 2024
Grants Made
5
FY 2024
Avg Grant
$9K
FY 2024
Grant Range
$250–$25K
Typical
Deadlines
Open / rolling
Applications
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$84K
Total Expenses
$50K
Qualifying Distributions
$46K
Distributable Amount
$19K
Min. Investment Return
$20K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
5 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
11 grants
Grant Size Distribution
11 grants
Geographic Focus
5 states
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