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Bernard H & Blanche E Jacobson Foundation is a private trust based in CHARLESTON, WV. The foundation received its IRS ruling in 1954. The principal officer is Bb&T Ris. It holds total assets of $4.6M. Annual income is reported at $6.5M. The foundation is governed by 3 officers and trustees. Tax records are available from 2020 to 2023. Grantmaking is concentrated in West Virginia. According to available records, Bernard H & Blanche E Jacobson Foundation has made 104 grants totaling $1.8M, with a median grant of $10K. The foundation has distributed between $435K and $484K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $484K distributed across 25 grants. Individual grants have ranged from $1K to $110K, with an average award of $18K. The foundation has supported 43 unique organizations. Grants have been distributed to organizations in West Virginia and Virginia and Hawaii. Contributions to this foundation are tax-deductible.
Bernard H & Blanche E Jacobson Foundation reported 104 individual grants totaling $1.8 million between 2020 and 2023 across its IRS Form 990-PF filings, with a median grant of $10,000. Half of those grants fell between $5,000 and $21,000. Its largest single grant in the record was $110,000. Its most recent available filing, for fiscal year 2023, reports $463,097 in total giving.
Grantmaking is concentrated in WV, which received 102 of the 104 grants on record (98 percent). Of its 43 distinct grantees, 58 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were West Virginia State University Fnd ($335,000), University Of Charleston ($190,000) and Wv Symphony Orchestra ($140,000).
Computed from 104 individual grant records (2020–2023) in this foundation's IRS Form 990-PF Part XV filings, reaching 3 states. Source: IRS 990-PF.
Smallest Grant
$1K
Median Grant
$10K
Average Grant
$15K
Largest Grant
$50K
Based on 32 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bernard H & Blanche E Jacobson Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 104 grants. Its grantmaking reaches organizations primarily in WV, VA, HI.
Bernard H & Blanche E Jacobson Foundation has distributed a total of $1.8M across 104 grants. The median grant size is $10K, with an average of $18K. Individual grants have ranged from $1K to $110K.
The application deadline is None, but trustees generally meet quarterly to consider grant requests. None, but preference is given to organizations in WV or Kanawha Valley.
Bernard H & Blanche E Jacobson Foundation is headquartered in CHARLESTON, WV. While based in WV, the foundation distributes grants to organizations across 3 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Christopher J Winton | Pers. Trustee | $0 | $0 | N/A |
| Mark W Kelley | Pers. Trustee | $0 | $0 | N/A |
| Anne R Silbernagel | Pers. Trustee | $0 | $0 | N/A |
Total Giving
$463K
Total Assets
$4.4M
Fair Market Value
$4.7M
Net Worth
$4.4M
Grants Paid
$435K
Contributions
N/A
Net Investment Income
$411K
Distribution Amount
$223K
Total Grants
104
Total Giving
$1.8M
Average Grant
$18K
Median Grant
$10K
Unique Recipients
43
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Faith In ActionCommunity dev. | Charleston, WV | $5K | 2023 |
| West Virginia State University FndEducational | Institute, WV | $75K | 2023 |
| Greater Greenbrier Valley Community FndHealth | Lewisburg, WV | $50K | 2023 |
| West Virginia SymphonyArts and culture | Charleston, WV | $40K | 2023 |
| Wv Symphony OrchestraCultural | Charleston, WV | $30K | 2023 |
| Hope For AppalachiaHealth | Charleston, WV | $25K | 2023 |
| West Virginia Health Right IncHealth | Charleston, WV | $25K | 2023 |
| Kanawha Valley Fellowship HomeHealth | Charleston, WV | $20K | 2023 |
| Boy Scouts Of America Buckskin CouncilYouth devel. | Charleston, WV | $20K | 2023 |
| Girls Scouts Of Black DiamondYouth program | Charleston, WV | $16K | 2023 |
| Rea Of Hope IncWelfare | Charleston, WV | $15K | 2023 |
| Clay Center For Arts And SciencesEducational | Charleston, WV | $15K | 2023 |
| Covenant House IncCommunity dev. | Charleston, WV | $15K | 2023 |
| University Of CharlestonEducational | Charleston, WV | $10K | 2023 |
| Wv Humanities CouncilHistoric preserv. | Charleston, WV | $10K | 2023 |
| Wv Independent CollegesEducational | Charleston, WV | $10K | 2023 |
| Children'S Therapy ClinicHealth | Charleston, WV | $10K | 2023 |
| American Red Cross Central WvHealth | Charleston, WV | $10K | 2023 |
| United Way Of Central WvCommunity dev. | Charleston, WV | $10K | 2023 |
| Charleston Ballet IncCultural | Charleston, WV | $5K | 2023 |
| Children'S Home Society Of WvWelfare | Charleston, WV | $5K | 2023 |
| Appalachian Children'S ChorusCultural | Charleston, WV | $5K | 2023 |
| Festiv-All CharlestonCultural | Charleston, WV | $5K | 2023 |
| Cadco Foundation IncCommunity devel. | Charleston, WV | $2K | 2023 |
| Maui Humane Society IncAnimal welfare | Puunene, HI | $2K | 2023 |
| Ywca Of CharlestonCommunity dev. | Charleston, WV | $10K | 2022 |
| Semper K9 Assistance DogVeterans service | Quantico, VA | $10K | 2022 |
| Library Foundation Of KanawhaEducational | Charleston, WV | $7K | 2022 |
| Blessed Sacrament ChurchSocial services | So Charleston, WV | $6K | 2022 |
| Habitat For HumanityCommunity dev. | Charleston, WV | $5K | 2022 |
| Daymark IncHealth | Charleston, WV | $5K | 2022 |