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EIN 42-6311610

Ida T Jacobs Testamentary Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Milwaukee
State
Wisconsin
Year formed
1981
Most recent tax filings
2023-07-01
NTEE code, primary
T20: Private Foundations
Description
The Ida T Jacobs Testamentary Trust is a private foundation located in Milwaukee, WI which primarily funds scholarships. Its grantees include Jewish Federation and it made one grant last year.
Also known as...
Ida T Jacobs Trust
Total revenues
$-6,822
2023
Total expenses
$8,234
2023
Total assets
$118,284
2023
Num. employees
0
2023

Grants made by Ida T Jacobs Testamentary Trust

GranteeGrant descriptionAmount
Jewish Federation of Greater Des MoinesScholarships$4,051

Personnel at Ida T Jacobs Testamentary Trust

NameTitle
U S Bank NaTrustee

Financials for Ida T Jacobs Testamentary Trust

RevenuesFYE 07/2023
Total grants, contributions, etc.$0
Investment income and dividends$3,729
Net rental income$0
Net gain from sale of non-inventory assets$-10,553
Gross sales of inventory$0
Miscellaneous revenues$2
Total revenues$-6,822

Form 990s for Ida T Jacobs Testamentary Trust

Fiscal year endingDate received by IRSFormPDF link
2022-072022-12-12990PFView PDF
2021-072021-12-08990PFView PDF
2020-072021-06-15990PFView PDF
2019-072020-06-08990PRView PDF
2018-072019-03-11990PFView PDF
...and 6 more Form 990s
Data update history
July 16, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 7, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 26, 2021
Updated personnel
Identified 1 new personnel
September 25, 2020
Posted financials
Added Form 990R for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
EducationHuman services
Characteristics
JewishReligiousProvides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(515) 245-6233
IRS details
EIN
42-6311610
Fiscal year end
July
Taxreturn type
Form 990-PF
Year formed
1981
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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