Jacobsen Foundation Trust Agency-uma | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Jacobsen Foundation Trust Agency-uma. Data shown is extracted from Form 990-PF filings.
EIN: 43-6777274
Foundation Overview
Based in Milwaukee, WI, Jacobsen Foundation Trust Agency-uma has awarded 17 grants totaling $89,124 to organizations in North Carolina, Tennessee and 3 other states across the US. Individual grants range from $250 to $25,000, with a median award of $3,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
5 of 5 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
47% of grants are awarded in Florida, with additional funding distributed across 4 other locations. The foundation balances regional focus with broader geographic diversity. Within Florida, funding concentrates in Ponte Vedra Beach (50%), Ponte Vedra (25%), Jacksonville (25%).
Funding Trajectory
Strong 294% growth in annual giving over 2 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Jacobsen Foundation Trust Agency-uma's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Senioritas | $250 | Ponte Vedra Beach, FL, US | General Operating | 2024 |
| Mint Museum | $25,000 | Charlotte, NC, US | General Operating | 2024 |
| The Cummer Museum Of Art And Gardens | $3,124 | Jacksonville, FL, US | General Operating | 2024 |
| University Of North Florida | $11,000 | Jacksonville, FL, US | General Operating | 2024 |
| Amon Carter Museum Of Art | $5,000 | Fort Worth, TX, US | General Operating | 2024 |
| Whitney Museum Of American Art | $10,000 | New York, NY, US | General Operating | 2023 |
| Beaches Residents Supporting The Symphon | $750 | Ponte Vedra, FL, US | General Operating | 2023 |
| The Rita Foundation | $250 | Ponte Vedra, FL, US | General Operating | 2023 |
| Mint Museum Auxiliary | $8,000 | Charlotte, NC, US | General Operating | 2022 |
| Dixon Gallery And Gardens | $3,000 | Memphis, TN, US | General Operating | 2022 |
| The Rita Foundation | $250 | Ponte Vedra Beach, FL, US | General Operating | 2022 |
| Mint Museum Auxiliary | $8,000 | Charlotte, NC, US | General Operating | 2022 |
| Dixon Gallery And Gardens | $3,000 | Memphis, TN, US | General Operating | 2022 |
| The Rita Foundation | $250 | Ponte Vedra Beach, FL, US | General Operating | 2022 |
| Mint Museum Auxiliary | $8,000 | Charlotte, NC, US | General Operating | 2022 |
| Dixon Gallery And Gardens | $3,000 | Memphis, TN, US | General Operating | 2022 |
| The Rita Foundation | $250 | Ponte Vedra Beach, FL, US | General Operating | 2022 |
Foundations Similar to Jacobsen Foundation Trust Agency-uma
Discover 5 foundations with comparable assets ($312,753-$325,091), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Rhodapearl K Bayha Tr Uw
EIN: 31-6545912 | 30 grants awarded |
$315,440
(≈ Similar) |
$2,619
median grant |
Milwaukee, WI
Same state |
|
|
Andrew & Michael Stolper Foundation Inc
EIN: 39-1916231 | 15 grants awarded |
$320,234
(≈ Similar) |
$2,000
median grant |
Madison, WI
Same state |
|
|
Richard A Hause Testamentary Trust
EIN: 34-7158393 | 23 grants awarded |
$312,753
(≈ Similar) |
$3,310
median grant |
Milwaukee, WI
Same state |
|
|
The Borisch Foundation Inc
EIN: 36-6317013 | 67 grants awarded |
$323,759
(≈ Similar) |
$3,000
median grant |
Milwaukee, WI
Same state |
|
|
Suhr Family Mem Scholarship Fd
EIN: 81-0515266 | 110 grants awarded |
$325,091
(≈ Similar) |
$1,850
median grant |
Milwaukee, WI
Same state |
|
Related Foundation Resources in WI:
Contact Information
Official contact details for Jacobsen Foundation Trust Agency-uma as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 43-6777274 |
| Website | N/A |
| Address | PO BOX 634 Milwaukee, WI 53201-0634 |
Key People (1)
Board members, trustees, and key staff who oversee Jacobsen Foundation Trust Agency-uma's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Diane Jacobsen |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Jacobsen Foundation Trust Agency-uma is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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