Nonprofit · EIN 39-6564554
KENNETH AND MARY LEE JACOBS CHARITABLE TRUST
Also known as C-O S FISHER FOLEY AND LARDNER
Tax-exempt · MILWAUKEE, WI 53217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $40,561 | $123,750 | -$83,189 | $163,163 | $0 | $163,163 |
| December 31, 2024 | 990-PF | $30,996 | $144,865 | -$113,869 | $246,352 | $0 | $246,352 |
| December 31, 2023 | 990-PF (amended) | $27,323 | $104,750 | -$77,427 | $360,222 | $0 | $360,222 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $7,730
- Interest
- $801
- Net gain from sales of assets
- $32,029
- Other income
- $1
Expenses
- Grants and similar amounts paid
- $120,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $121,871
- Excise tax on investment income
- $544
Balance sheet and other
- Total assets, start of year
- $246,352
- Total assets, end of year
- $163,163
- Total liabilities, end of year
- $0
- Net assets, end of year
- $163,163
- Fair market value of assets
- $240,032
- Qualifying distributions
- $121,871
- Net investment income
- $40,561
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEE ATTACHMENT 9140 N BAYSIDE DRIVE, MILWAUKEE, WI 53217 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEE ATTACHMENT 9140 N BAYSIDE DRIVE, MILWAUKEE, WI 53217 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEE ATTACHMENT 9140 N BAYSIDE DRIVE, MILWAUKEE, WI 53217 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 9140 N BAYSIDE DR, MILWAUKEE, WI 53217-1917
- In care of
- % NORTHERN TRUST COMPANY
- Signed the 990-PF
- KATHRYN HOUSIAUX, TRUSTEE
- Phone
- (414) 351-1051
- Return prepared by
- STEPHEN M FISHER & ASSOCIATES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6564554
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $163,163
- Income (IRS master file)
- $196,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $40,561 | $123,750 | $163,163 | IRS |
| 990-PF | December 2024 | $30,996 | $144,865 | $246,352 | IRS |
| 990-PF | December 2023 | $27,323 | $104,750 | $360,222 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6564554).
Questions about KENNETH AND MARY LEE JACOBS CHARITABLE TRUST
- What is the EIN of KENNETH AND MARY LEE JACOBS CHARITABLE TRUST?
- The employer identification number (EIN) of KENNETH AND MARY LEE JACOBS CHARITABLE TRUST is 39-6564554.
- Is KENNETH AND MARY LEE JACOBS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to KENNETH AND MARY LEE JACOBS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KENNETH AND MARY LEE JACOBS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KENNETH AND MARY LEE JACOBS CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KENNETH AND MARY LEE JACOBS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of KENNETH AND MARY LEE JACOBS CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does KENNETH AND MARY LEE JACOBS CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $40,561, expenses of $123,750 and total assets of $163,163 at year end.
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