Private Foundation

KENNETH AND MARY LEE JACOBS CHARITABLE TRUST

KENNETH AND MARY LEE JACOBS CHARITABLE TRUST, of MILWAUKEE, WI, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $41K in revenue, $124K in expenses, $163K in total assets. IRS filings disclose 18 grants awarded by this foundation, totaling roughly $569K.

EIN: 396564554 MILWAUKEE, WI Latest filing: 2025

Total Revenue$41K

Total Expenses$124K

Total Assets$163K

Grants Given18

Grant Total$569K

Filing Years2021–2025

Sample Grants Given

FIDELITY CHARITABLE

BOSTON, MA · 2025

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

UNIVERSITY SCHOOL OF MILWAUKEE

MILWAUKEE, WI · 2025

GRANT FOR SPECIAL EDUCATION DEPARTMENT

$10,000

SCHLITZ AUDUBON NATURE CENTER

BAYSIDE, WI · 2025

UNRESTRICTED GRANT

$10,000

BREAKTHROUGH T1D

NEW YORK, NY · 2025

UNRESTRICED GRANT

$10,000

BRAILLE INSTITUTE OF AMERICA

LOS ANGELES, CA · 2025

GRANT FOR COACHELLA VALLEY CENTER

$7,500

Showing up to 5 of 18 total records — full history available with membership.

Officers & Directors

TRUSTEE See Attachment

Officer compensation and complete director data available with membership.

Top Grant Purposes

SEE STATEMENT

$394,000 6 grants

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 1 grant

GRANTS

$37,000 2 grants

UNRESTRICTED GRANT

$25,000 3 grants

UNRESTRICTED GRANTS

$18,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$41K	$124K	$163K
2024	$31K	$145K	$246K
2023	$27K	$105K	$360K
2022	$21K	$24K	$438K
2021	$32K	$23K	$440K

Between 2021 and 2025, reported annual revenue grew from $32K to $41K (+28%), with total assets most recently reported at $163K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, MA, MO, NY, WI.

CAMAMONYWI

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for KENNETH AND MARY LEE JACOBS CHARITABLE TRUST

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports