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EIN 43-6777274

Jacobsen Foundation Trust Agency-Uma

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Milwaukee
State
Wisconsin
Year formed
1997
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
Jacobsen Foundation Trust Agency-Uma is a private foundation located in Milwaukee, WI that primarily funds general operating expenses. Its grantees include Mint Museum Auxiliary and other organizations. Last year, it made three grants to various nonprofits.
Also known as...
Diane and Thomas Jacobsen Foundation
Total revenues
$69,638
2023
Total expenses
$14,141
2023
Total assets
$244,146
2023
Num. employees
0
2023

Grants made by Jacobsen Foundation Trust Agency-Uma

GranteeGrant descriptionAmount
Whitney Museum of American ArtGeneral Operating$10,000
The RITA FoundationGeneral Operating$250

Personnel at Jacobsen Foundation Trust Agency-Uma

NameTitleCompensation
Diane JacobsenTrustee$0

Financials for Jacobsen Foundation Trust Agency-Uma

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$8,870
Net rental income$0
Net gain from sale of non-inventory assets$60,768
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$69,638

Form 990s for Jacobsen Foundation Trust Agency-Uma

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-05990PFView PDF
2022-122023-08-21990PFView PDF
2021-122022-05-26990PFView PDF
2020-122021-06-22990PFView PDF
2019-122021-02-12990PFView PDF
...and 8 more Form 990s
Data update history
October 4, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 12, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 27, 2021
Used new vendors
Identified 1 new vendor, including
August 19, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Arts, cultural, and humanities
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(314) 418-2643
IRS details
EIN
43-6777274
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1997
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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