Richard G Jacobus Family Foundation

MILWAUKEE, WI EIN: 39-1555500

The Richard G Jacobus Family Foundation is a private 501(c)(3) foundation established in 1986 and based in Milwaukee, Wisconsin. The foundation operates as a family grantmaking organization focused on supporting charitable causes across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$125K

+27.7% YoY

Grant Count

62

+12.7% YoY

Avg Grant Size

$2K

+13.3% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's giving priorities include:

  • Arts and cultural institutions
  • Educational purposes
  • Philanthropy, voluntarism, and grantmaking
  • Human services

The foundation has not provided a formal mission statement to public databases.

Grantmaking

The foundation primarily directs grants to organizations in Wisconsin, North Carolina, and Massachusetts.

Average Grant

amount varies by year

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

17states
+9 more states

Cities

BLOOMINGTONBLUFFTONBOCA RATONBOONEBOSTONBRIGHTONBROOKFIELDBROOKLINECAMBRIDGECENTER CITYCHAPEL HILLCHARLESTONCHARLOTESVILLECHARLOTTECHARLOTTESVILLECLEVELANDCLINTONCOLUMBIACONCORDDARTMOUTH

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total assets: $3,699,295
  • Total liabilities: $0
  • Annual revenue: $202,000
  • Annual expenses: $172,000

Tax-Exempt Status: Tax-exempt since December 1986 (EIN: 39-1555500)

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$31K$62K$94K$125K84 grants202074 grants202158 grants202255 grants202362 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MEDICAL COLLEGE OF WISCO…$12KUNITED PERFORMING ARTS F…$8KUW-MADISON FOUNDATION$7KUNITED WAY OF MILWAUKEE …$6KMILWAUKEE ART MUSEUM$5KMAYO CLINIC FOUNDATION$5KAURORA HEALTH CARE FOUND…$5KMILWAUKEE SYMPHONY ORCHE…$5KUNITED WAY OF MARTIN COU…$4KHARVARD SCHOOL OF PUBLIC…$3K

Grant Size Distribution

250 grants across all recorded years

250<$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 Medical College of Wisconsin ($12,000), United Performing Arts Fund ($7,500), Uw-madison Foundation ($7,000).

RecipientPurposeAmount
CAMBRIDGE CAMPING ASSOCIATION CAMBRIDGE, MAOPERATING$500
DANA FARBER CANCER INSTITUTE BOSTON, MABREAST CANCER RESEARCH$500
HABITAT FOR HUMANITY OF MARTIN COUN STUART, FLOPERATING$250
HARVARD SCHOOL OF PUBLIC HEALTH BOSTON, MADEPARTMENT OF NUTRITION$3,000
INREACH CHARLOTTE, NCOPERATING$500
MILWAUKEE ART MUSEUM MILWAUKEE, WIOPERATING$5,000
MINNENTONKA PUBLIC SCHOOLS FOUNDATI MINNENTONKA, MNENDOWMENT FUND$500
OUR SISTER'S SCHOOL NEW BEDFORD, MAOPERATING$1,000
UNITED PERFORMING ARTS FUND MILWAUKEE, WIGENERAL OPERATING$7,500
WAYZATA COMMUNITY CHURCH WAYZATA, MNPARABLES PROGRAMMING$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CAROLYN R JACOBUSPresident
NANCY J BACHTreasurer
BARBARA J WELLSSecretary
BRIAN A JANECKEDirector

Contact Information

Address: 10361 W Innovation Dr Ste 350 Milwaukee, WI 53226

Phone: 414-203-8040

Frequently Asked Questions

What does Richard G Jacobus Family Foundation fund?

The foundation's giving priorities include: • Arts and cultural institutions • Educational purposes • Philanthropy, voluntarism, and grantmaking • Human services The foundation has not provided a formal mission statement to public databases.

How do I apply for a grant from Richard G Jacobus Family Foundation?

**Grant Amounts:** • Typical award range: $250–$12,000 • Average grant amount varies by year **Recent Giving Activity:** • Total giving in 2024: $124,833 • The foundation maintains an active grantmaking program with multiple grants distributed annually **Geographic Focus:** The foundation primarily directs grants to organizations in Wisconsin, North Carolina, and Massachusetts.

What size grants does Richard G Jacobus Family Foundation award?

In 2024, Richard G Jacobus Family Foundation awarded 62 grants totaling $125K — an average of about $2K per grant, based on its IRS Form 990 filings.

What is Richard G Jacobus Family Foundation's EIN?

Richard G Jacobus Family Foundation's EIN (Employer Identification Number) is 39-1555500. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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