Butera and Jacobs Family Foundation Trust of 2015

Private foundation · Grantmaker Mobile, AL EIN: 81-0940216

Butera and Jacobs Family Foundation Trust of 2015 is a private foundation, based in Mobile, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $310K in total assets. In 2025, it awarded 1 grant totaling $110K. Net investment income was $40K.

Butera and Jacobs Family Foundation Trust of 2015 at a glance

In short: Butera and Jacobs Family Foundation Trust of 2015 gave $110K across 1 grant in 2025 (avg $110K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$110,000
+57.1% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$110,000
+57.1% vs 2024
Median grant
$110,000
Total assets
$310,442
+18.7% vs 2024
Primary geography
Indiana (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who Butera and Jacobs Family Foundation Trust of 2015 funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

US Charitable Gift Trust: $110KUS Charitable Gift Trust$110K

The largest 2025 recipient was US Charitable Gift Trust ($110K).

Grant Size Distribution

5 grants across all recorded years

1<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 5 (60%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Indianapolis

How Butera and Jacobs Family Foundation Trust of 2015 gives

  • Giving grew 83% from 2022 to 2025. Method
  • In 2025 it paid out 633% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K0 grants2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $40K (2021) to $110K (2025). In 2025 it made 1 grant totaling $110K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
US Charitable Gift Trust Indianapolis, INDonation$110,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$310,442$165,722$116,766$110,0001$114,593$39,560$18,096
2024$261,486$175,646$75,355$70,0001$73,598$35,889$10,700
2023$161,197$17,993$85,425$80,0001$82,470$15,038$12,115
2022$228,630$89,628$65,333$60,0001$61,350$85,645$15,841
2021$204,430$23,925$43,296$40,0001$41,250$21,879$14,106
2020$197,537$9,134$3,221———$7,163$11,545

Under IRS private-foundation payout rules, Butera and Jacobs Family Foundation Trust of 2015 reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Butera and Jacobs Family Foundation Trust of 2015 is led by Philip J. Butera MD, Director on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Philip J. Butera MD

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Roberta J. Butera PhD (2020–2023) — Director

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Butera and Jacobs Family Foundation Trust of 2015

How much does Butera and Jacobs Family Foundation Trust of 2015 give each year?

Butera and Jacobs Family Foundation Trust of 2015 gave $110K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 1 grant.

How large is Butera and Jacobs Family Foundation Trust of 2015?

Butera and Jacobs Family Foundation Trust of 2015 reported $310K in total assets on its 2025 IRS Form 990-PF. It paid out $115K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).

Where does Butera and Jacobs Family Foundation Trust of 2015 operate?

Butera and Jacobs Family Foundation Trust of 2015 has awarded grants in Indiana.

What is Butera and Jacobs Family Foundation Trust of 2015's EIN?

Butera and Jacobs Family Foundation Trust of 2015's EIN (Employer Identification Number) is 81-0940216. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Butera and Jacobs Family Foundation Trust of 2015's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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