Jacob J Isaacson Trust up V 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 $845K in total assets. In 2024, it awarded 2 grants totaling $37K. Net investment income was $20K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$845K
-2.4% YoY
Annual Giving
$37K
-2.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$19K
-2.5% YoY
Under IRS private-foundation payout rules, Jacob J Isaacson Trust up V reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.
About Jacob J Isaacson Trust up V
Based on IRS filings
Jacob J Isaacson Trust up V 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 $845K in total assets. In 2024, it awarded 2 grants totaling $37K. Net investment income was $20K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $845,494 | $866,182 | $898,312 |
| Revenue | $32,002 | $23,313 | $132,691 |
| Expenses | $52,685 | $55,437 | $63,735 |
| Qualifying Distributions | $40,128 | $41,098 | $49,061 |
| Net Investment Income | $19,808 | $17,756 | $119,733 |
| Distributable Amount | $42,165 | $40,136 | $41,040 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Nebraska ($30,351), Creighton University ($6,662).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF NEBRASKA OMAHA, NE | SCHOLARSHIP | $30,351 |
| CREIGHTON UNIVERSITY OMAHA, NE | SCHOLARSHIP | $6,662 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $13,653 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jacob J Isaacson Trust up V?
Jacob J Isaacson Trust up V is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $845K in total assets as of 2024.
How large is Jacob J Isaacson Trust up V?
As of 2024, Jacob J Isaacson Trust up V holds $845K in total assets with $32K in annual revenue. It awarded 2 grants totaling $37K in 2024.
Where does Jacob J Isaacson Trust up V operate?
Jacob J Isaacson Trust up V has awarded grants in Nebraska.
What size grants does Jacob J Isaacson Trust up V award?
In 2024, Jacob J Isaacson Trust up V awarded 2 grants totaling $37K — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is Jacob J Isaacson Trust up V required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jacob J Isaacson Trust up V reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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