//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Jacob J Isaacson Trust U-P V is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2004. The principal officer is Us Bank. It holds total assets of $845K. Annual income is reported at $260K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Jacob J Isaacson Trust U-P V has made 8 grants totaling $172K, with a median grant of $20K. The foundation has distributed between $38K and $92K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $92K distributed across 4 grants. Individual grants have ranged from $7K to $38K, with an average award of $22K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Nebraska. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Jacob J Isaacson Trust U-P V primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in NE.
Jacob J Isaacson Trust U-P V has distributed a total of $172K across 8 grants. The median grant size is $20K, with an average of $22K. Individual grants have ranged from $7K to $38K.
Jacob J Isaacson Trust U-P V typically selects its grantees rather than accepting unsolicited proposals.
Jacob J Isaacson Trust U-P V is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $14K | $0 | $14K |
Total Giving
$55K
Total Assets
$866K
Fair Market Value
$841K
Net Worth
$866K
Grants Paid
$38K
Contributions
N/A
Net Investment Income
$18K
Distribution Amount
$40K
Total Grants
8
Total Giving
$172K
Average Grant
$22K
Median Grant
$20K
Unique Recipients
3
Most Common Grant
$8K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of NebraskaSCHOLARSHIP | Lincoln, NE | $31K | 2023 |
| Creighton UniversitySCHOLARSHIPS | Omaha, NE | $7K | 2023 |
| University Of Nebraska At OmahaSCHOLARSHIPS | Omaha, NE | $35K | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI