Private Foundation

JACOBSEN FOUNDATION TRUST AGENCY-UMA

Based in MILWAUKEE, WI, JACOBSEN FOUNDATION TRUST AGENCY-UMA operates as a Private Foundation. The organization reported $84K in revenue, $50K in expenses, $175K in total assets for fiscal year 2024. Imperigo tracks 11 reported grants from this foundation totaling approximately $67K.

EIN: 436777274 MILWAUKEE, WI Latest filing: 2024

Total Revenue$84K

Total Expenses$50K

Total Assets$175K

Grants Given11

Grant Total$67K

Filing Years2020–2024

Sample Grants Given

MINT MUSEUM

CHARLOTTE, NC · 2024

GENERAL OPERATING

$25,000

UNIVERSITY OF NORTH FLORIDA

JACKSONVILLE, FL · 2024

GENERAL OPERATING

$11,000

AMON CARTER MUSEUM OF ART

FORT WORTH, TX · 2024

GENERAL OPERATING

$5,000

THE CUMMER MUSEUM OF ART AND GARDENS

JACKSONVILLE, FL · 2024

GENERAL OPERATING

$3,124

SENIORITAS

PONTE VEDRA BEACH, FL · 2024

GENERAL OPERATING

$250

Showing up to 5 of 11 total records — full history available with membership.

Officers & Directors

TRUSTEE Diane Jacobsen

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$66,624 11 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$84K	$50K	$175K
2023	$70K	$14K	$244K
2022	$12K	$15K	$307K
2021	$26K	$6K	$310K
2020	$187K	$20K	$457K

Between 2020 and 2024, reported annual revenue declined from $187K to $84K (-55%), with total assets most recently reported at $175K.

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

Grant Geography

Grants from this foundation were reported to recipients in FL, NC, NY, TN, TX.

FLNCNYTNTX

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

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