Jacob R Marcus Tr Uw
EIN 316540485Total Given 2016–2023
$1.7M
7 grants · $206K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$235K
typical big bets · $232K–$242K
grant size
67%
deep partner · 2/3 multi-year
repeat
$4.3M
Assets (2023)
3
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(513) 632-4393
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $243K | $4.4M | $284K | 1 |
| 2017 | $235K | $4.7M | $183K | 1 |
| 2018 | $241K | $4.1M | $234K | 1 |
| 2020 | $234K | $5.0M | $75K | 1 |
| 2021 | $229K | $5.3M | $863K | 1 |
| 2022 | $256K | $3.9M | $-137K | 1 |
| 2023 | $212K | $4.3M | $42K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$212K
25th Pctl
$232K
Median
$235K
Average
$236K
75th Pctl
$242K
Maximum
$256K
Geographic Distribution
Officers & Directors
UA
Us Bank N a
7+ yrs
Trustee
UA
Us Bank N a
7+ yrs
Trustee
UA
Us Bank N a
7+ yrs
Trustee
UA
Us Bank N a
7+ yrs
Trustee
UA
Us Bank N a
7+ yrs
Trustee
UA
Us Bank N a
7+ yrs
Trustee
UA
Us Bank N a
7+ yrs
Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| Hebrew Union College-Jewish Institute of | New York, NY | $256,080 | GENERAL OPERATING | 2022 |
| Hebrew Union College | Cincinnati, OH | $243,178 | GENERAL SUPPORT | 2016 |
| Hebrew Union College | Cincinnati, OH | $240,715 | GENERAL OPERATING | 2018 |
| Hebrew Union College | Cincinnati, OH | $235,022 | GENERAL SUPPORT | 2017 |
| Hebrew Union College | Cincinnati, OH | $233,991 | GENERAL OPERATING | 2020 |
| Hebrew Union College- | Cincinnati, OH | $229,403 | GENERAL OPERATING | 2021 |
| Hebrew Union College-Jewish Institute of | New York, NY | $211,660 | GENERAL OPERATING | 2023 |