Kenneth and Mary Lee Jacobs Charitable Trust

EIN 39-6564554 · WI

Invitation only Typical grant ~$7.5K Funds in MA, CA, WI +2
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Giving Profile

In 2025, Kenneth and Mary Lee Jacobs Charitable Trust based in WI paid 9 grants totaling $120K to 9 organizations across 5 states. Individual grants ranged from $2K to $58K, with a median of $7.5K. Its largest recipients included FIDELITY CHARITABLE, BREAKTHROUGH T1D, and SCHLITZ AUDUBON NATURE CENTER. The foundation does not accept unsolicited applications — giving is by invitation only.

Foundation at a Glance

Total assets
$163,163
Giving (latest yr)
$120,000
Filing year
2025
Itemized grants
9
Median grant
$7.5K
Recipients
9
States reached
5
Officers/trustees
1
Unsolicited applications
No — invitation only

Where the Money Goes

Top recipients

  • Fidelity Charitable$58,000
  • Breakthrough T1d$10,000
  • Schlitz Audubon Nature Center$10,000
  • University School of Milwaukee$10,000
  • Braille Institute of America$7,500

Where grants went

  • Massachusetts$58,000 · 1 grant
  • California$22,500 · 3 grants
  • Wisconsin$22,000 · 3 grants
  • New York$10,000 · 1 grant
  • Missouri$7,500 · 1 grant

Grants Paid (9)

Fidelity Charitable
Boston, 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
Breakthrough T1d
New York, NY
Unrestriced Grant
$10,000
University School of Milwaukee
Milwaukee, WI
Grant for Special Education Department
$10,000
Schlitz Audubon Nature Center
Bayside, WI
Unrestricted Grant
$10,000
Friends of Cv Link
Palm Springs, CA
Unrestricted Grant
$7,500
Cathedral City Community Center
Cathedral City, CA
Unrestricted Grant
$7,500
Braille Institute of America
Los Angeles, CA
Grant for Coachella Valley Center
$7,500
Lighthouse for the Blind
St Louis, MO
Grant for Enchanted Hills Camp
$7,500
St Christopher's Episcopal Church
River Hills, WI
Grant to Stewardship Campaign
$2,000

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FAQFrequently Asked Questions

No. Kenneth and Mary Lee Jacobs Charitable Trust does not accept unsolicited applications — its grantmaking is by invitation only. Cultivating a relationship or securing an introduction is typically required.

In its most recent filing, Kenneth and Mary Lee Jacobs Charitable Trust reported 9 itemized grants totaling $120K. Individual grants ranged from $2K to $58K (median $7.5K).

Recent recipients include FIDELITY CHARITABLE, BREAKTHROUGH T1D, SCHLITZ AUDUBON NATURE CENTER, among 9 organizations in total. The full grant list is on this page.

Kenneth and Mary Lee Jacobs Charitable Trust is a private foundation based in Wisconsin, per its IRS 990-PF filing.

Kenneth and Mary Lee Jacobs Charitable Trust gives by invitation only, so there is no open application. Officer and address details from its 990-PF are the best starting point for an introduction.

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