Richard G Jacobus Family Foundation Inc
The Richard G Jacobus Family Foundation is a private foundation based in Milwaukee, Wisconsin. Its 2025 grants supported organizations and purposes including camp access, medical research, arts and culture, education, and community services.
Key facts about Richard G Jacobus Family Foundation Inc
In short: Richard G Jacobus Family Foundation Inc gave $177K across 56 grants in 2025 (avg $3K), top state Wisconsin. 11% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 39-1555500
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $176,833
- Grants made (2025)
- 56
- Average grant
- $3,158
- Median grant
- $1,500
- New grantees (estimate)
- 11% first-time grantees (6 of 56, 2025)
- Total assets
- $3,933,927
- Primary geography
- Wisconsin (39% of itemized 2025 grant dollars)
- How to apply
- The foundation does not restrict giving to preselected organizations. Full details ↓
- Deadline
- None.
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.9M
+6.3% YoY
Annual Giving
$177K
+41.7% YoY
Grant Count
56
-9.7% YoY
Avg Grant Size
$3K
+56.8% YoY
Under IRS private-foundation payout rules, Richard G Jacobus Family Foundation Inc reported a distributable amount of $184K for 2025 — the minimum it must pay out in qualifying distributions.
Is Richard G Jacobus Family Foundation Inc open to new grantees?
11%
first-time grantees, 2025
In 2025, 6 of 56 grantees (11%) were first-time recipients. First grants averaged $10K; repeat grants $2K. How we count
Medians: $2K first-time, $2K repeat.
- 88% of 2025 grantees were also funded in 2024. Method
- Giving grew 75% from 2022 to 2025. Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No formal mission statement is provided in the available information. Its grants include support for a graduate fellowship, medical research, performing arts, museums, and community organizations. The grantees describe their own missions: Red Arrow Camp Foundation says it works to make summer camp available to children who otherwise could not afford the experience; United Performing Arts Fund says it raises community resources to support performing arts in southeastern Wisconsin; and Milwaukee Art Museum says it seeks to inspire and educate through collecting, preserving, and presenting art.
Grantmaking
In 2025, the foundation awarded 56 grants totaling $176,833. Grants ranged from $250 to $50,000, with a median of $1,500. Recent giving totals were $124,833 across 62 grants in 2024 and $97,750 across 55 grants in 2023.
The largest 2025 grant listed was $50,000 to Red Arrow Camp Foundation for a memorial grant, water skiing boat, and scholarship fund. Other notable grants included $12,000 to Medical College of Wisconsin for Alzheimer’s research and its eye institute; $8,333 to Historic Haymarket Milwaukee for its Wisconsin Wonders capital campaign; and $7,500 to United Performing Arts Fund for general operating support. The foundation also awarded $7,000 to UW-Madison Foundation for the Richard G. Jacobus Graduate Fellowship Fund and $6,000 to United Way of Milwaukee Waukesha for general operating support.
Review Cycle
None.
How to Apply
The foundation does not restrict giving to preselected organizations. Applications should be submitted in letter form and include the purpose of the request, the applicant’s officers and directors, and evidence of tax-exempt status. The filing lists Barbara J Wells as the contact for applications. Grants and contributions generally support, but are not limited to, southeastern Wisconsin.
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Geographic Focus
Where this funder awards grants
In 2025, grant dollars were distributed among recipients in Wisconsin (39%), Colorado (28%), Massachusetts (7%), Florida (7%), and Minnesota (6%). The foundation states that its grants and contributions generally support, but are not limited to, southeastern Wisconsin.
Grant Distribution by State
Share of 2025 grant dollars across all 56 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $98K (2023) to $177K (2025). In 2025 it made 56 grants totaling $177K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Red Arrow Camp Foundation ($50K). Together the top 10 received $110K.
Grant Size Distribution
305 grants across all recorded years
The most common grant size was under $50K: 304 grants of 305 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Red Arrow Camp Foundation Vail, CO | Memorial grant / water skiing boat / scholarship fund | $50,000 |
| Medical College of Wisconsin Milwaukee, WI | Alzheimers Research & Eye Institute | $12,000 |
| Historic Haymarket Milwaukee Milwaukee, WI | Wisconsin Wonders Capital Campaign | $8,333 |
| United Performing Arts Fund Milwaukee, WI | General Operating Support | $7,500 |
| Uw-Madison Foundation Madison, WI | Richard G. Jacobus Graduate Fellowship Fund | $7,000 |
| United Way of Milwaukee Waukesha Milwaukee, WI | General Operating Support | $6,000 |
| Milwaukee Art Museum Milwaukee, WI | General Operating Support | $5,000 |
| Milwaukee Symphony Orchestra Milwaukee, WI | General Operating Support | $5,000 |
| Aurora Health Care Foundation Milwaukee, WI | St. Luke's Heart Research Fund | $5,000 |
| Mayo Clinic Foundation Rochester, MN | General Operating Support / Breast Diagnostic Clinic | $4,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grant total | Number of grants |
|---|---|---|
| 2025 | $176,833 | 56 |
| 2024 | $124,833 | 62 |
| 2023 | $97,750 | 55 |
The foundation files Form 990-PF.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,933,927 | $3,699,295 | $3,582,853 |
| Revenue | $453,875 | $201,615 | $103,072 |
| Expenses | $229,516 | $171,984 | $142,017 |
| Qualifying Distributions | $198,247 | $145,661 | $113,612 |
| Net Investment Income | $426,417 | $175,292 | $74,667 |
| Distributable Amount | $184,050 | $181,829 | $167,596 |
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 July 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 22, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Carolyn R Jacobus as President, Nancy J Bach as Treasurer, Barbara J Wells as Secretary, and Brian A Janecke as Director.
Richard G Jacobus Family Foundation Inc is led by Carolyn R. Jacobus, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carolyn R. Jacobus
President
On filings since 2020
No compensation reported
Brian A. Janecke
Director
On filings since 2021
No compensation reported
Barbara J. Wells
Secretary
On filings since 2020
No compensation reported
Nancy J. Bach
Treasurer
On filings since 2020
No compensation reported
Former officers (1)
- Former: Richard G. Jacobus (2020–2021) — Chairman
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.
Contact
Application contact: Barbara J Wells
Mailing address: 10361 W Innovation Drive 350, Milwaukee, WI 53226
Phone: (414) 203-8040
Frequently asked questions about Richard G Jacobus Family Foundation Inc
How much does Richard G Jacobus Family Foundation Inc give each year?
Richard G Jacobus Family Foundation Inc gave $177K across 56 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $125K across 62 grants.
What is Richard G Jacobus Family Foundation Inc's typical grant size?
Richard G Jacobus Family Foundation Inc's median grant in 2025 was $1,500, and its average grant was $3,158, across 56 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Richard G Jacobus Family Foundation Inc that year got $10K on average.
Where does Richard G Jacobus Family Foundation Inc give grants?
Richard G Jacobus Family Foundation Inc's top state is Wisconsin, with 39% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Colorado (28%) and Massachusetts (7%). The most frequent recipient cities were Milwaukee, WI (11 grants), Charlotte, NC (9 grants), Stuart, FL (6 grants) and Cambridge, MA (3 grants).
Does Richard G Jacobus Family Foundation Inc give general operating support?
Yes: 61% of Richard G Jacobus Family Foundation Inc's 2025 grants with a stated purpose (34 of 56) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Richard G Jacobus Family Foundation Inc's largest grantees?
Richard G Jacobus Family Foundation Inc's largest 2025 grantees include Red Arrow Camp Foundation ($50,000), Medical College of Wisconsin ($12,000) and Historic Haymarket Milwaukee ($8,333), according to its 2025 IRS Form 990-PF. Together they received 40% of its itemized 2025 grant dollars.
How large is Richard G Jacobus Family Foundation Inc?
Richard G Jacobus Family Foundation Inc reported $3.9M in total assets on its 2025 IRS Form 990-PF. It paid out $198K in qualifying distributions that year, against a required minimum of $184K (roughly 5% of its investment assets).
What does Richard G Jacobus Family Foundation Inc fund?
No formal mission statement is provided in the available information. Its grants include support for a graduate fellowship, medical research, performing arts, museums, and community organizations. See mission & focus areas ↑
How do I apply for a grant from Richard G Jacobus Family Foundation Inc?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Richard G Jacobus Family Foundation Inc's EIN?
Richard G Jacobus Family Foundation Inc's EIN (Employer Identification Number) is 39-1555500. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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