Jacob R Marcus Tr Uw
Jacob R Marcus Tr Uw is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.8M in total assets. In 2025, it awarded 1 grant totaling $219K. Net investment income was $233K.
Jacob R Marcus Tr Uw at a glance
In short: Jacob R Marcus Tr Uw gave $219K across 1 grant in 2025 (avg $219K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $219,005
- +8.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $219,005
- +8.1% vs 2024
- Median grant
- $219,005
- Total assets
- $3,813,612
- -0.3% vs 2024
- Primary geography
- Ohio (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 R Marcus Tr Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Hebrew Union College ($219K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Jacob R Marcus Tr Uw gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $203K (2024) to $256K (2022). In 2025 it made 1 grant totaling $219K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hebrew Union College Cincinnati, OH | General Operating | $219,005 |
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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 | $3,813,612 | $285,465 | $295,528 | $219,005 | 1 | $238,942 | $233,261 | $232,178 |
| 2024 | $3,826,028 | $366,659 | $255,760 | $202,604 | 1 | $209,216 | $320,056 | $219,005 |
| 2023 | $3,715,287 | $42,093 | $275,368 | $211,660 | 1 | $233,491 | $42,668 | $202,604 |
| 2022 | $3,950,061 | $-136,757 | $328,563 | $256,080 | 1 | $262,627 | $36,709 | $211,660 |
| 2021 | $4,417,398 | $862,568 | $286,980 | $229,403 | 1 | $236,611 | $810,386 | $244,729 |
| 2020 | $3,841,259 | $74,655 | $285,187 | $233,991 | 1 | — | $41,966 | $220,379 |
| 2019 | $4,052,971 | $171,379 | $300,650 | $239,262 | 1 | — | $122,964 | $218,522 |
Under IRS private-foundation payout rules, Jacob R Marcus Tr Uw reported a distributable amount of $232K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jacob R Marcus Tr Uw's only listed officer is US Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$48K (2019) → $51K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $51K, to US Bank N a (Trustee).
Frequently asked questions about Jacob R Marcus Tr Uw
How much does Jacob R Marcus Tr Uw give each year?
Jacob R Marcus Tr Uw gave $219K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $203K across 1 grant.
How large is Jacob R Marcus Tr Uw?
Jacob R Marcus Tr Uw reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $239K in qualifying distributions that year, against a required minimum of $232K (roughly 5% of its investment assets).
Where does Jacob R Marcus Tr Uw operate?
Jacob R Marcus Tr Uw has awarded grants in New York, Ohio.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
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