The Wisconsin State Capitol

Form 990-PFTax year 2025EIN 39-6564554

Kenneth and Mary Lee Jacobs Charitable Trust

A private foundation in Milwaukee, WI. Its return for tax year 2025 lists 9 grants and $120,000 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $120,000

    Grants listed
    9
    Assets, end of year
    $163,163
  • Tax year 2024

    $140,000

    Grants listed
    In an attachment
    Assets, end of year
    $246,352
  • Tax year 2023

    $100,000

    Grants listed
    In an attachment
    Assets, end of year
    $360,222
  • Tax year 2022

    $18,000

    Grants listed
    In an attachment
    Assets, end of year
    $437,773
  • Tax year 2021

    $18,000

    Grants listed
    In an attachment
    Assets, end of year
    $440,500
  • Tax year 2020

    $18,000

    Grants listed
    In an attachment
    Assets, end of year
    $432,233
  • Tax year 2019

    $19,000

    Grants listed
    In an attachment
    Assets, end of year
    $439,704
  • Tax year 2018

    $18,000

    Grants listed
    In an attachment
    Assets, end of year
    $444,133

Grants paid in 2025

9 grants, largest first

As listed on the return.

  1. Fidelity CharitableBoston, MA

    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
  2. Breakthrough T1DNew York, NY

    Unrestriced grant

    $10,000
  3. Schlitz Audubon Nature CenterMilwaukee, WI

    Unrestricted grant

    $10,000
  4. University School of MilwaukeeMilwaukee, WI

    Grant for special education department

    $10,000
  5. Braille Institute of AmericaLos Angeles, CA

    Grant for coachella valley center

    $7,500
  6. Cathedral City Community CenterCathedral City, CA

    Unrestricted grant

    $7,500
  7. Friends of CV LinkPalm Springs, CA

    Unrestricted grant

    $7,500
  8. Lighthouse for the BlindSaint Louis, MO

    Grant for enchanted hills camp

    $7,500
  9. St Christopher's Episcopal ChurchRiver Hills, WI

    Grant to stewardship campaign

    $2,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Community development1 grant $58,00062% of the total
  2. Environment1 grant $10,00011% of the total
  3. Health1 grant $10,00011% of the total
  4. Human services1 grant $7,5008% of the total
  5. Sports and recreation1 grant $7,5008% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts1 grant $58,000
  2. California3 grants $22,500
  3. Wisconsin3 grants $22,000
  4. New York1 grant $10,000
  5. Missouri1 grant $7,500

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • See AttachmentTRUSTEE Hours 0Pay $0

The return

More foundations

Similar foundations

Same main cause (community development), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Chapman FoundationMilwaukee, WI 3 grants Preselected only $100,000 giving
  2. Paloma Blanca FoundationMilwaukee, WI 1 grant Preselected only $150,000 giving
  3. Forsyth Fam ScholarshipMilwaukee, WI 1 grant Preselected only $37,099 giving
  4. B & D Foundation IncMadison, WI 23 grants Preselected only $126,378 giving
  5. June Onefive Foundation IncLa Crosse, WI 5 grants Preselected only $130,070 giving