Jacob J Isaacson Trust up V
Jacob J Isaacson Trust up V is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $830K in total assets. In 2025, it awarded 2 grants totaling $39K. Net investment income was $26K.
Jacob J Isaacson Trust up V at a glance
In short: Jacob J Isaacson Trust up V gave $39K across 2 grants in 2025 (avg $20K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $39,050
- +5.5% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $19,525
- +5.5% vs 2024
- Median grant
- $19,525
- Total assets
- $829,828
- -1.9% vs 2024
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jacob J Isaacson Trust up V funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was University of Nebraska ($32K). Together the top 2 received $39K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Jacob J Isaacson Trust up V gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
From 2020 to 2025, annual grant giving ranged from $37K (2024) to $46K (2022). In 2025 it made 2 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Nebraska Omaha, NE | Scholarship | $32,021 |
| Creighton University Omaha, NE | Scholarship | $7,029 |
Ready to take the next step with Jacob J Isaacson Trust up V?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $829,828 | $40,517 | $55,540 | $39,050 | 2 | $42,230 | $26,429 | $43,481 |
| 2024 | $845,494 | $32,002 | $52,685 | $37,013 | 2 | $40,128 | $19,808 | $42,165 |
| 2023 | $866,182 | $23,313 | $55,437 | $37,976 | 2 | $41,098 | $17,756 | $40,136 |
| 2022 | $898,312 | $132,691 | $63,735 | $45,996 | 2 | $49,061 | $119,733 | $41,040 |
| 2021 | $829,356 | $95,008 | $60,751 | $42,079 | 2 | $45,441 | $80,256 | $49,358 |
| 2020 | $795,098 | $50,082 | $57,805 | $41,748 | 2 | — | $36,682 | $44,792 |
Under IRS private-foundation payout rules, Jacob J Isaacson Trust up V reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jacob J Isaacson Trust up V's only listed officer is US Bank N A, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2020
1 hr/week
$15K (2020) → $14K (2025)
Former officers (1)
- Former: US Bank NA (2024) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $14K, to US Bank N a (Trustee).
Frequently asked questions about Jacob J Isaacson Trust up V
How much does Jacob J Isaacson Trust up V give each year?
Jacob J Isaacson Trust up V gave $39K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 2 grants.
How large is Jacob J Isaacson Trust up V?
Jacob J Isaacson Trust up V reported $830K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Jacob J Isaacson Trust up V operate?
Jacob J Isaacson Trust up V has awarded grants in Nebraska.
What is Jacob J Isaacson Trust up V's EIN?
Jacob J Isaacson Trust up V's EIN (Employer Identification Number) is 47-6092098. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Jacob J Isaacson Trust up V funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Jacob J Isaacson Trust up V's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Minnesota
James W and Frances M Ackerman Charitable Foundation
Fort Dodge, IA
Assets
$786K
Grants
7
Total Given
$33K
Dorothy Harrison Egan Foundation
Nantucket, MA
The Dorothy Harrison Egan Foundation primarily funds scholarships for students pursuing health- or health care-related studies, and its recent grants also include general support for organizations. In 2025, grants ranged from $1,000 to $55,000, with a median of $7,488; funding was concentrated in Massachusetts. Its 2024 filing says scholarship applicants should submit a written request, but does not state whether unsolicited organizational requests are accepted.
Assets
$6.1M
Grants
76
Total Given
$663K
The Victoria S and Bradley L Geist Foundation
Honolulu, HI
The foundation funds projects for young people transitioning from foster care and capacity-building for organizations serving foster children and their caregivers in Hawaii. Its capacity-building grants are typically $5,000–$40,000; recent annual grant totals varied widely, so a typical overall award size is not stated. It says giving is not limited to preselected organizations and lists application dates of January 15, May 15, and September 15.
Assets
$37.9M
Grants
1
Total Given
$3.2M
Peter V Westhaysen Medical Education Trust
Evansville, IN
Assets
—
Grants
1
Total Given
$1.1M
Building Healthy Futures
Omaha, NE
Building Healthy Futures funds collaborative efforts that improve underserved school-age children’s access to healthcare, including physical and mental health care, and support their learning, primarily in Omaha, Nebraska. Its 2025 grants ranged from $43,000 to $630,000, with a median of $80,000 and a stated minimum of $50,000 for program support. It accepts applications through an online portal during its annual July 1–August 1 application period.
Assets
$15.4M
Grants
19
Total Given
$2.5M
Ernst & Young Foundation
New York, NY
Ernst & Young Foundation supports higher education through employee and partner matching gifts, as well as educational and special-project grants, including research, education forums, and programs that expand educational opportunity. In 2025, it made 637 grants ranging from $5,056 to $316,005, with a median of $13,525, to recipients across multiple states; the largest shares went to New York, Texas, California, Michigan, and Pennsylvania. The profile does not state whether it accepts unsolicited requests.
Assets
$47.6M
Grants
637
Total Given
$16.7M
More similar funders
More Funders in Minnesota
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Jacob J Isaacson Trust up V'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.
Jacob J Isaacson Trust up V down — hundreds of funders to go?