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.
Key facts about Jacob J Isaacson Trust up V
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.
- EIN
- 47-6092098
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $39,050
- Grants made (2025)
- 2
- Average grant
- $19,525
- Median grant
- $19,525
- Total assets
- $829,828
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$830K
-1.9% YoY
Annual Giving
$39K
+5.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$20K
+5.5% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Nebraska Omaha, NE | Scholarship | $32,021 |
| Creighton University Omaha, NE | Scholarship | $7,029 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $829,828 | $845,494 | $866,182 |
| Revenue | $40,517 | $32,002 | $23,313 |
| Expenses | $55,540 | $52,685 | $55,437 |
| Qualifying Distributions | $42,230 | $40,128 | $41,098 |
| Net Investment Income | $26,429 | $19,808 | $17,756 |
| Distributable Amount | $43,481 | $42,165 | $40,136 |
Data update history
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
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.
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