Jacobsen Foundation Trust Agency-Uma
Jacobsen Foundation Trust Agency-Uma is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $175K in total assets. In 2024, it awarded 5 grants totaling $44K. Net investment income was $82K.
Jacobsen Foundation Trust Agency-Uma at a glance
In short: Jacobsen Foundation Trust Agency-Uma gave $44K across 5 grants in 2024 (avg $9K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $44,374
- +303.4% vs 2023
- Grants made (2024)
- 5
- +66.7% vs 2023
- Average grant
- $8,875
- +142.0% vs 2023
- Median grant
- $5,000
- Total assets
- $175,262
- -28.2% vs 2023
- Primary geography
- North Carolina (56% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Jacobsen Foundation Trust Agency-Uma funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Mint Museum ($25K). Together the top 5 received $44K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
How Jacobsen Foundation Trust Agency-Uma gives
- In 2024 it paid out 243% 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 2022 to 2024, annual grant giving ranged from $11K (2023) to $44K (2024). In 2024 it made 5 grants totaling $44K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mint Museum Charlotte, NC | General Operating | $25,000 |
| University of North Florida Jacksonville, FL | General Operating | $11,000 |
| Amon Carter Museum of Art Fort Worth, TX | General Operating | $5,000 |
| The Cummer Museum of Art and Gardens Jacksonville, FL | General Operating | $3,124 |
| Senioritas Ponte Vedra Beach, FL | General Operating | $250 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $175,262 | $83,523 | $49,554 | $44,374 | 5 | $46,459 | $82,077 | $19,091 |
| 2023 | $244,146 | $69,638 | $14,141 | $11,000 | 3 | $12,622 | $68,036 | $18,856 |
| 2022 | $306,518 | $11,836 | $14,582 | $11,250 | 3 | $12,903 | $8,132 | $24,578 |
| 2021 | $309,570 | $25,654 | $6,316 | — | — | $1,686 | $11,306 | $30,434 |
| 2020 | $457,013 | $186,578 | $20,097 | — | — | — | $158,488 | $26,034 |
Under IRS private-foundation payout rules, Jacobsen Foundation Trust Agency-Uma reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jacobsen Foundation Trust Agency-Uma is led by Diane Jacobsen, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Diane Jacobsen
Trustee
On filings since 2020
40 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Jacobsen Foundation Trust Agency-Uma
How much does Jacobsen Foundation Trust Agency-Uma give each year?
Jacobsen Foundation Trust Agency-Uma gave $44K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $11K across 3 grants.
What is Jacobsen Foundation Trust Agency-Uma's typical grant size?
Jacobsen Foundation Trust Agency-Uma's median grant in 2024 was $5,000, and its average grant was $8,875, across 5 grants on its 2024 IRS Form 990-PF.
Where does Jacobsen Foundation Trust Agency-Uma give grants?
Jacobsen Foundation Trust Agency-Uma gives mostly in North Carolina: 56% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Florida (32%) and Texas (11%). The most frequent recipient cities were Jacksonville, FL (2 grants).
Does Jacobsen Foundation Trust Agency-Uma give general operating support?
Yes: 100% of Jacobsen Foundation Trust Agency-Uma's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Jacobsen Foundation Trust Agency-Uma's largest grantees?
Jacobsen Foundation Trust Agency-Uma's largest 2024 grantees include Mint Museum ($25,000), University of North Florida ($11,000) and Amon Carter Museum of Art ($5,000), according to its 2024 IRS Form 990-PF. Together they received 92% of its itemized 2024 grant dollars.
How large is Jacobsen Foundation Trust Agency-Uma?
Jacobsen Foundation Trust Agency-Uma reported $175K in total assets on its 2024 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
What is Jacobsen Foundation Trust Agency-Uma's EIN?
Jacobsen Foundation Trust Agency-Uma's EIN (Employer Identification Number) is 43-6777274. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 21, 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 September 26, 2025)
- IRS filings on file for fiscal years 2020–2024
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