Jack Greenberg Trust Agency

MILWAUKEE, WI EIN: 26-6237079

Jack Greenberg Trust Agency is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $100K. Net investment income was $231K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

+9.4% YoY

Annual Giving

$100K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$100K

+0.0% YoY

Under IRS private-foundation payout rules, Jack Greenberg Trust Agency reported a distributable amount of $96K for 2024 — the minimum it must pay out in qualifying distributions.

About Jack Greenberg Trust Agency

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $500K (100%)

States

New York

Cities

New York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,579,781	$1,443,760	$1,421,438
Revenue	$268,766	$151,614	$68,829
Expenses	$132,737	$129,294	$135,308
Qualifying Distributions	$103,761	$103,609	$103,793
Net Investment Income	$230,591	$113,663	$33,775
Distributable Amount	$96,374	$92,685	$98,429

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Friends Magen David Adom ($100,000).

Recipient	Purpose	Amount
AMERICAN FRIENDS MAGEN DAVID ADOM NEW YORK, NY	GENERAL OPERATING	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$28,112

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Jack Greenberg Trust Agency?

Jack Greenberg Trust Agency is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.6M in total assets as of 2024.

How large is Jack Greenberg Trust Agency?

As of 2024, Jack Greenberg Trust Agency holds $1.6M in total assets with $269K in annual revenue. It awarded 1 grants totaling $100K in 2024.

Where does Jack Greenberg Trust Agency operate?

Jack Greenberg Trust Agency has awarded grants in New York.

What size grants does Jack Greenberg Trust Agency award?

In 2024, Jack Greenberg Trust Agency awarded 1 grants totaling $100K — an average of about $100K per grant, based on its IRS Form 990 filings.

How much is Jack Greenberg Trust Agency required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jack Greenberg Trust Agency reported a distributable amount of $96K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.