Private foundation
BERNARD H & BLANCHE E JACOBSON FOUNDATION
CHARLESTON, WVEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
CHARLESTON, WVEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $390,364 | $492,763 | $461,655 | $4,279,996 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 29% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| West Virginia State University FndInstitute, WV | Educational | $110,000 | 2022 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Truist Bank | Corp. Trustee | 8.00 | $21,028 |
| Christopher J Winton | Pers. Trustee | 2.00 | $0 |
| Mark W Kelley | Pers. Trustee | 2.00 | $0 |
| Anne R Silbernagel | Pers. Trustee |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $4,279,996 |
| FY2023 | 990-PF | $430,245 | $463,097 | $440,385 | $4,382,395 | $4,382,395 |
| FY2022 | 990-PF | $251,548 | $522,800 | $495,174 | $4,415,247 | $4,415,247 |
| FY2021 | 990-PF | $378,671 | $487,784 | $453,893 | $4,686,499 | $4,686,499 |
| FY2020 | 990-PF | $418,682 | $499,956 | $475,442 | $4,795,612 | $4,795,612 |
| Educational |
| $100,000 |
| 2021 |
| West Virginia State University FndInstitute, WV | Educational | $75,000 | 2023 |
| West Virginia State University FndInstitute, WV | Educational | $75,000 | 2024 |
| United Way of Central WVCharleston, WV | Community dev. | $65,000 | 2022 |
| West Virginia Health Right IncCharleston, WV | Health | $50,000 | 2024 |
| Library Foundation of KanawhaCharleston, WV | Educational | $50,000 | 2021 |
| Greater Greenbrier Valley Community FndLewisburg, WV | Health | $50,000 | 2023 |
| University of CharlestonCharleston, WV | Educational | $50,000 | 2020 |
| University of CharlestonCharleston, WV | Educational | $50,000 | 2022 |
| Library Foundation of KanawhaCharleston, WV | Educational | $50,000 | 2020 |
| University of CharlestonCharleston, WV | Educational | $50,000 | 2021 |
| West Virginia State University FndInstitute, WV | Educational | $50,000 | 2020 |
| West Virginia SymphonyCharleston, WV | Arts and culture | $40,000 | 2023 |
| WV Symphony OrchestraCharleston, WV | Cultural | $30,000 | 2023 |
| WV Symphony OrchestraCharleston, WV | Cultural | $30,000 | 2020 |
| WV Symphony OrchestraCharleston, WV | Cultural | $30,000 | 2022 |
| United Way of Central WVCharleston, WV | Community dev. | $30,000 | 2020 |
| WV Symphony OrchestraCharleston, WV | Cultural | $30,000 | 2021 |
| Covenant House IncCharleston, WV | Community dev. | $25,000 | 2020 |
| Covenant House IncCharleston, WV | Community dev. | $25,000 | 2021 |
| West Virginia SymphonyCharleston, WV | Arts and culture | $25,000 | 2024 |
| United Way of Central WVCharleston, WV | Community dev. | $25,000 | 2021 |
| West Virginia Health Right IncCharleston, WV | Health | $25,000 | 2022 |
| East End Resource CenterCharleston, WV | Health | $25,000 | 2024 |
| 2.00 |
| $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202520989349101007
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202411089349101291
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202331149349100653
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202230989349100108
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202100859349100700
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.