Funder DirectoryKENNETH AND MARY LEE JACOBS CHARITABLE TRUST
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Private foundation (trust)EIN 396564554Est. 1993-01

KENNETH AND MARY LEE JACOBS CHARITABLE TRUST

MILWAUKEE, WI 53217

Total Assets

$416K

FY 2023

Annual Giving

$100K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$100K

FY 2023

Grant Range

$100K–$100K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$27K

Total Expenses

$105K

Qualifying Distributions

$103K

Distributable Amount

$23K

Min. Investment Return

$24K

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 $200K in 2023. Hover bars for details.

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

Top Recipients

6 grants

STATEMENT
$272K
6 grants

Grant Size Distribution

6 grants

<$10K
$10–50K
4
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Wisconsin
$272K
100% of total

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