Jacobsen Foundation Trust Agency-uma

MILWAUKEE, WI EIN: 43-6777274

Jacobsen Foundation Trust Agency-uma is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 5 grants totaling $44K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$44K

+303.4% YoY

Grant Count

5

+66.7% YoY

Avg Grant Size

$9K

+142.0% YoY

About Jacobsen Foundation Trust Agency-uma

Based on IRS filings

Jacobsen Foundation Trust Agency-uma is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 5 grants totaling $44K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

CHARLOTTEFORT WORTHJACKSONVILLEMEMPHISNEW YORKPONTE VEDRAPONTE VEDRA BEACH

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$22K$33K$44K0 grants20200 grants20213 grants20223 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

MINT MUSEUM$25KUNIVERSITY OF NORTH FLOR…$11KAMON CARTER MUSEUM OF ART$5KTHE CUMMER MUSEUM OF ART…$3KSENIORITAS$250

Grant Size Distribution

11 grants across all recorded years

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mint Museum ($25,000), University of North Florida ($11,000), Amon Carter Museum of Art ($5,000).

RecipientPurposeAmount
SENIORITAS PONTE VEDRA BEACH, FLGENERAL OPERATING$250
MINT MUSEUM CHARLOTTE, NCGENERAL OPERATING$25,000
THE CUMMER MUSEUM OF ART AND GARDENS JACKSONVILLE, FLGENERAL OPERATING$3,124
UNIVERSITY OF NORTH FLORIDA JACKSONVILLE, FLGENERAL OPERATING$11,000
AMON CARTER MUSEUM OF ART FORT WORTH, TXGENERAL OPERATING$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DIANE JACOBSENTRUSTEE40

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jacobsen Foundation Trust Agency-uma?

Jacobsen Foundation Trust Agency-uma is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds — in total assets as of 2024.

Where does Jacobsen Foundation Trust Agency-uma operate?

Jacobsen Foundation Trust Agency-uma has awarded grants in Florida, North Carolina, New York, Tennessee, Texas.

What size grants does Jacobsen Foundation Trust Agency-uma award?

In 2024, Jacobsen Foundation Trust Agency-uma awarded 5 grants totaling $44K — an average of about $9K per grant, based on its IRS Form 990 filings.

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.

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Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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