Kenneth and Mary Lee Jacobs Charitable Trust
Kenneth and Mary Lee Jacobs Charitable Trust is a private foundation focused on N/A, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $163K in total assets. In 2025, it awarded 9 grants totaling $120K. Net investment income was $39K.
Key facts about Kenneth and Mary Lee Jacobs Charitable Trust
In short: Kenneth and Mary Lee Jacobs Charitable Trust gave $120K across 9 grants in 2025 (avg $13K), top state Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 39-6564554
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $120,000
- Grants made (2025)
- 9
- Average grant
- $13,333
- Median grant
- $7,500
- Total assets
- $163,163
- Primary geography
- Massachusetts (48% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$163K
-33.8% YoY
Annual Giving
$120K
-14.3% YoY
Grant Count
9
+800.0% YoY
Avg Grant Size
$13K
-90.5% YoY
Under IRS private-foundation payout rules, Kenneth and Mary Lee Jacobs Charitable Trust reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
How Kenneth and Mary Lee Jacobs Charitable Trust gives
- Giving grew 567% from 2022 to 2025. Method
- In 2025 it paid out 868% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2020) to $140K (2024). In 2025 it made 9 grants totaling $120K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Fidelity Charitable ($58K). Together the top 9 received $120K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 10 grants of 13 (77%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Boston, MA | Grant to housiaux family fund [$28,000] and grant to kwj123 gift fund [$30,000] see statement re gifts to donor advised funds | $58,000 |
| Breakthrough T1D New York, NY | Unrestriced Grant | $10,000 |
| Schlitz Audubon Nature Center Bayside, WI | Unrestricted Grant | $10,000 |
| University School of Milwaukee Milwaukee, WI | Grant for Special Education Department | $10,000 |
| Braille Institute of America Los Angeles, CA | Grant for Coachella Valley Center | $7,500 |
| Cathedral City Community Center Cathedral City, CA | Unrestricted Grant | $7,500 |
| Friends of CV Link Palm Springs, CA | Unrestricted Grant | $7,500 |
| Lighthouse for the Blind St. Louis, MO | Grant for Enchanted Hills Camp | $7,500 |
| St Christopher's Episcopal Church River Hills, WI | Grant to Stewardship Campaign | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $163,163 | $246,352 | $360,222 |
| Revenue | $40,561 | $30,996 | $27,323 |
| Expenses | $123,750 | $144,865 | $104,750 |
| Qualifying Distributions | $121,871 | $142,396 | $102,559 |
| Net Investment Income | $39,161 | $29,057 | $25,132 |
| Distributable Amount | $14,038 | $20,803 | $23,372 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 23, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 27, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 25, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Kenneth and Mary Lee Jacobs Charitable Trust is led by See Attachment, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
See Attachment
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Kenneth and Mary Lee Jacobs Charitable Trust
How much does Kenneth and Mary Lee Jacobs Charitable Trust give each year?
Kenneth and Mary Lee Jacobs Charitable Trust gave $120K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $140K across 1 grant.
What is Kenneth and Mary Lee Jacobs Charitable Trust's typical grant size?
Kenneth and Mary Lee Jacobs Charitable Trust's median grant in 2025 was $7,500, and its average grant was $13,333, across 9 grants on its 2025 IRS Form 990-PF.
Where does Kenneth and Mary Lee Jacobs Charitable Trust give grants?
Kenneth and Mary Lee Jacobs Charitable Trust's top state is Massachusetts, with 48% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (19%) and Wisconsin (18%).
Does Kenneth and Mary Lee Jacobs Charitable Trust give general operating support?
Yes: 33% of Kenneth and Mary Lee Jacobs Charitable Trust's 2025 grants with a stated purpose (3 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Kenneth and Mary Lee Jacobs Charitable Trust's largest grantees?
Kenneth and Mary Lee Jacobs Charitable Trust's largest 2025 grantees include Fidelity Charitable ($58,000), Breakthrough T1D ($10,000) and Schlitz Audubon Nature Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.
How large is Kenneth and Mary Lee Jacobs Charitable Trust?
Kenneth and Mary Lee Jacobs Charitable Trust reported $163K in total assets on its 2025 IRS Form 990-PF. It paid out $122K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
What is Kenneth and Mary Lee Jacobs Charitable Trust?
Kenneth and Mary Lee Jacobs Charitable Trust is a private foundation focused on N/A, based in Milwaukee, WI. It holds $163K in total assets as of 2025.
What is Kenneth and Mary Lee Jacobs Charitable Trust's EIN?
Kenneth and Mary Lee Jacobs Charitable Trust's EIN (Employer Identification Number) is 39-6564554. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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