Ida T Jacobs Trust

Milwaukee, WI
Tax-exempt since May 1981
EIN: 42-6311610

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$8.48k (2025)

Expenses

$7.74k (2025)

Total Assets

$115k (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2025

Revenue

$8,483

Expenses

$7,737

Net Income

$746

Net Assets

$115,153

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,168	49.1%
Sales of Assets	$4,313	50.8%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,292	81.3%
Compensation of Officers*	$1,488	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$115,153
Total Liabilities	$0
Net Assets	$115,153

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$1,488	$0

990-PF

Filed on Dec. 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2024

Revenue

$4,225

Expenses

$7,447

Net Income

-$3,222

Net Assets

$115,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,321	> 100%
Sales of Assets	-$329
Other Income	$233	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,062	81.4%
Compensation of Officers*	$1,500	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$115,215
Total Liabilities	$0
Net Assets	$115,215

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$1,500	$0

990-PF

Filed on Dec. 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending July
2023

Revenue

-$6,822

Expenses

$8,234

Net Income

-$15,056

Net Assets

$118,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,729
Sales of Assets	-$10,553
Other Income	$2

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,486	78.8%
Compensation of Officers*	$1,500	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$118,284
Total Liabilities	$0
Net Assets	$118,284

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$1,500	$0

990-PF

Filed on Dec. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2022

Revenue

$20,465

Expenses

$9,218

Net Income

$11,247

Net Assets

$133,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,042	19.8%
Sales of Assets	$16,422	80.2%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,766	84.2%
Compensation of Officers*	$1,449	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$133,339
Total Liabilities	$0
Net Assets	$133,339

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$1,449	$0

990-PF

Filed on Dec. 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending July
2021

Revenue

$7,980

Expenses

$7,346

Net Income

$634

Net Assets

$121,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,369	42.2%
Sales of Assets	$4,600	57.6%
Other Income	$11	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,994	81.6%
Compensation of Officers*	$1,500	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$121,956
Total Liabilities	$1
Net Assets	$121,955

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$1,500	$0

990-PF

Filed on Dec. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending July
2020

Revenue

$4,969

Expenses

$8,659

Net Income

-$3,690

Net Assets

$121,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,896	78.4%
Sales of Assets	$1,073	21.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,381	85.2%
Compensation of Officers*	$1,354	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$121,324
Total Liabilities	$1
Net Assets	$121,323

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$1,354	$0

990-PF

Filed on Dec. 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending July
2019

Revenue

$9,849

Expenses

$9,221

Net Income

$628

Net Assets

$125,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,311	43.8%
Sales of Assets	$5,538	56.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,774	84.3%
Compensation of Officers*	$1,378	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$125,013
Total Liabilities	$0
Net Assets	$125,013

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$1,378	$0

990-PF

Filed on Dec. 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending July
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2017

Revenue

$4,364

Expenses

$8,573

Net Income

-$4,209

Net Assets

$124,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,314	75.9%
Sales of Assets	$1,050	24.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,242	84.5%
Compensation of Officers*	$1,452	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$124,495
Total Liabilities	$0
Net Assets	$124,495

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$1,452	$0

990-PF

Filed on Dec. 6, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2016

Revenue

$5,804

Expenses

$8,986

Net Income

-$3,182

Net Assets

$128,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,402	58.6%
Sales of Assets	$2,402	41.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,578	84.3%
Compensation of Officers*	$1,500	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$128,703
Total Liabilities	$0
Net Assets	$128,703

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$1,500	$0

990-PF

Filed on Dec. 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending July
2015

Revenue

$8,964

Expenses

$9,430

Net Income

-$466

Net Assets

$131,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,066	45.4%
Sales of Assets	$4,898	54.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,811	82.8%
Compensation of Officers*	$1,551	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$131,882
Total Liabilities	$0
Net Assets	$131,882

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$1,551	$0

990-PF

Filed on Dec. 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending July
2014

Revenue

$6,447

Expenses

$8,764

Net Income

-$2,317

Net Assets

$132,140

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,969	61.6%
Sales of Assets	$2,478	38.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,433	84.8%
Compensation of Officers*	$1,063	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$132,140
Total Liabilities	$0
Net Assets	$132,140

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$1,063	$0

990-PF

Filed on Dec. 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2013

Revenue

$11,331

Expenses

$8,174

Net Income

$3,157

Net Assets

$134,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,433	39.1%
Sales of Assets	$6,898	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,226	88.4%
Compensation of Officers*	$1,053	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$134,443
Total Liabilities	$1
Net Assets	$134,442

990-PF

Filed on Jan. 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending July
2012

Revenue

$6,408

Expenses

$9,322

Net Income

-$2,914

Net Assets

$131,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,230	66.0%
Sales of Assets	$2,178	34.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,292	89.0%
Compensation of Officers*	$1,018	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$131,286
Total Liabilities	$1
Net Assets	$131,285

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Ida T Jacobs Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $8.48k (2025)

Expenses $7.74k (2025)

Total Assets $115k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending July 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2013

Revenue

$8.48k (2025)

Expenses

$7.74k (2025)

Total Assets

$115k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending July
2025

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002