Jacob R Marcus Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 1 grants totaling $203K. Net investment income was $320K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.8M
+3.0% YoY
Annual Giving
$203K
-4.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$203K
-4.3% YoY
Under IRS private-foundation payout rules, Jacob R Marcus Tr Uw reported a distributable amount of $219K for 2024 — the minimum it must pay out in qualifying distributions.
About Jacob R Marcus Tr Uw
Based on IRS filings
Jacob R Marcus Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 1 grants totaling $203K. Net investment income was $320K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,826,028 | $3,715,287 | $3,950,061 |
| Revenue | $366,659 | $42,093 | $-136,757 |
| Expenses | $255,760 | $275,368 | $328,563 |
| Qualifying Distributions | $209,216 | $233,491 | $262,627 |
| Net Investment Income | $320,056 | $42,668 | $36,709 |
| Distributable Amount | $219,005 | $202,604 | $211,660 |
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 Hebrew Union College ($202,604).
| Recipient | Purpose | Amount |
|---|---|---|
| HEBREW UNION COLLEGE NEW YORK, NY | GENERAL OPERATING | $202,604 |
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 | $49,120 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jacob R Marcus Tr Uw?
Jacob R Marcus Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $3.8M in total assets as of 2024.
How large is Jacob R Marcus Tr Uw?
As of 2024, Jacob R Marcus Tr Uw holds $3.8M in total assets with $367K in annual revenue. It awarded 1 grants totaling $203K in 2024.
Where does Jacob R Marcus Tr Uw operate?
Jacob R Marcus Tr Uw has awarded grants in New York, Ohio.
What size grants does Jacob R Marcus Tr Uw award?
In 2024, Jacob R Marcus Tr Uw awarded 1 grants totaling $203K — an average of about $203K per grant, based on its IRS Form 990 filings.
How much is Jacob R Marcus Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jacob R Marcus Tr Uw reported a distributable amount of $219K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jacob R Marcus Tr Uw's EIN?
Jacob R Marcus Tr Uw's EIN (Employer Identification Number) is 31-6540485. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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