BERNARD H & BLANCHE E JACOBSON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD H & BLANCHE E JACOBSON FOUNDATION (EIN 55-6014902)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202631279349102663
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T12:25:35-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550320519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ray Winton & Kelley PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 Capitol Street Suite 700 | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 556014902 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bernard H and Blanche E Jacobson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 3043487000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Summers Street Floor 2 | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John S Fisher | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 3043487000 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christopher J Winton | PreparerPersonNm |
| PTIN | P00180175 | PTIN |
| Phone | 3043421141 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,053,006 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $114,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,084 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $114,084 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $591,393 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,340,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $591,393 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $59,326 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $705,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $705,477 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $173,410 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,160 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,160 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $21,160 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,147 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,147 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,231 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $32,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $21,160 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,147 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $442,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $21,160 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $415,147 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $262,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $684,317 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $152,250 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,219 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $118,514 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $125,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $125,631 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $4,117,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,432,027 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,927,375 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,279,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,557,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,053,006 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,279,996 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,557,658 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,279,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,557,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,279,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,557,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,279,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $262,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,723 | OtherIncreasesAmt |
| Subtotal | $4,557,658 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,557,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Truist nominee publicly traded securities sales LT | P | 2015-01-01 | 2025-12-31 | $3,262,145 | $0 | $2,789,267 | $472,878 | $0 | $0 | $0 | $472,878 |
| Truist nominee publicly traded securities sales ST | P | 2025-01-01 | 2025-12-31 | $3,017,646 | $0 | $2,959,732 | $57,914 | $0 | $0 | $0 | $57,914 |
| Mutual fund LTCG distributions | P | 2015-01-01 | 2025-12-31 | $59,189 | $0 | $0 | $59,189 | $0 | $0 | $0 | $59,189 |
| Mutual fund STCG distributions | P | 2025-01-01 | 2025-12-31 | $1,412 | $0 | $0 | $1,412 | $0 | $0 | $0 | $1,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $591,393 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $59,326 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,512 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,512 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,512 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $5,200 | OriginalReturnTaxPaidAmt |
| Tax Due | $4,312 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Truist Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3043487000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Summers Street | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Truist Bank | ||||||||
| 300 Summers Street | Charleston | WV | 25301 | Corp. Trustee | 8.00 | $21,160 | $0 | $0 |
| Christopher J Winton | ||||||||
| 109 Capitol Street | Charleston | WV | 25301 | Pers. Trustee | 2.00 | $0 | $0 | $0 |
| Mark W Kelley | ||||||||
| 109 Capitol Street | Charleston | WV | 25301 | Pers. Trustee | 2.00 | $0 | $0 | $0 |
| Anne R Silbernagel | ||||||||
| 109 Capitol Street | Charleston | WV | 25301 | Pers. Trustee | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,129,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,131,848 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,131,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,054,870 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,512 | TotalTaxAmt |
| Distributable Before Adj | $243,232 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $243,232 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $243,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $415,147 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $415,147 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,232 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $218,493 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $162,063 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $253,347 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $217,100 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224,688 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,075,691 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $415,147 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $243,212 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $171,935 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,247,626 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $20 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $218,493 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,029,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $162,063 | ExcessFromYear4Amt |
| Excess From Year3 | $253,347 | ExcessFromYear3Amt |
| Excess From Year2 | $217,100 | ExcessFromYear2Amt |
| Excess From Year1 | $224,688 | ExcessFromYear1Amt |
| Excess From Current Year | $171,935 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Christopher J Winton Trustee | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 Capitol Street Suite 700 | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3043421141 | RecipientPhoneNum |
| Form And Info And Materials | No specific form is required | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None, but trustees generally meet quarterly to consider grant requests | SubmissionDeadlinesTxt |
| Restrictions On Awards | None, but preference is given to organizations in WV or Kanawha Valley | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Red Cross | ||||||
| 113 Lakeview Dr | Charleston | WV | 25313 | PC | Health | $10,000 |
| University of Charleston | ||||||
| 2300 MacCorkle Ave | Charleston | WV | 25304 | PC | Education | $10,000 |
| REA of Hope Inc | ||||||
| 1429 Lee St | Charleston | WV | 25301 | PC | Health | $15,000 |
| Union Mission Ministries | ||||||
| PO Box 112 | Charleston | WV | 25321 | PC | Relief | $20,000 |
| WV Food and Farm Coalition | ||||||
| 6503 Roosevelt Ave | Charleston | WV | 25304 | PC | Relief | $10,000 |
| Kanawha Charleston Humane | ||||||
| 1248 Greenbrier St | Charleston | WV | 25311 | PC | Animal Welfare | $40,000 |
| WV Independent Colleges | ||||||
| PO Box 7058 | Charleston | WV | 25356 | PC | Education | $10,000 |
| Library Foundation | ||||||
| 123 Capitol St | Charleston | WV | 25301 | PC | Educational | $25,000 |
| West Virginia State Univ | ||||||
| PO Box 1000 | Institute | WV | 25112 | PC | Education | $50,000 |
| West Virginia State Univ | ||||||
| PO Box 1000 | Institute | WV | 25112 | PC | Education | $50,000 |
| City of Charleston Beautif | ||||||
| 501 Virginia St E | Institute | WV | 25301 | PC | Civic improvement | $20,000 |
| Clay Center for Arts and Science | ||||||
| 1 Clay Square | Charleston | WV | 25301 | PC | Education | $20,000 |
| Appalachian Children's Chorus | ||||||
| 210 Brooks St | Charleston | WV | 25301 | PC | Youth program | $5,000 |
| Boy Scouts Buckskin Council | ||||||
| 2829 Kanawha Blvd E | Charleston | WV | 25311 | PC | Youth program | $15,000 |
| Charleston Ballet Inc | ||||||
| 100 Capitol St | Charleston | WV | 25301 | PC | Arts | $5,000 |
| Children's Home Society | ||||||
| 1596 Kanawha Bldv E | Charleston | WV | 25311 | PC | Youth program | $5,000 |
| Girl Scouts Black Diamond | ||||||
| 321 Virginia St W | Charleston | WV | 25302 | PC | Youth program | $15,000 |
| Kanawha Valley Fellowship Home | ||||||
| 1121 Virginia St E | Charleston | WV | 25301 | PC | Health | $15,000 |
| WV Health Right | ||||||
| 1520 Washington St E | Charleston | WV | 25311 | PC | Health | $15,000 |
| WV Symphony Orchestra | ||||||
| PO Box 2292 | Charleston | WV | 25328 | PC | Culture | $20,000 |
| American Red Cross | ||||||
| 113 Lakeview Dr | Charleston | WV | 25313 | PC | Health | $10,000 |
| Covenant House Inc | ||||||
| 600 Shrewsbury St | Charleston | WV | 25301 | PC | Health | $15,000 |
| Daymark Inc | ||||||
| 1592 Washington St E | Charleston | WV | 25311 | PC | Health | $10,000 |
| FestivAll Charleston Inc | ||||||
| PO Box 11287 | Charleston | WV | 25339 | PC | Culture | $5,000 |
| WV Humanities Council | ||||||
| 1310 Kanawha Blvd E | Charleston | WV | 25301 | PC | Culture | $20,000 |
| WV Health Right | ||||||
| Reversed grant | Charleston | WV | 25301 | PC | Health | -$25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| City of Charleston Beautif | ||||||
| 501 Virginia St E | Charleston | WV | 25301 | PC | Civic improvement | $20,000 |
| West Virginia State University Fnd | ||||||
| PO Box 1000 | Institute | WV | 25112 | PC | Education | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $220,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,084 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $114,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,084 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Cohen & Steers Inst. Realty 5,830.489 units | $290,332 | $279,280 |
| DFA Intl. Core Equity 2 Portf. 30,866.848 units | $606,587 | $626,288 |
| Dodge & Cox Income Fund 28900.729 units | $374,437 | $371,374 |
| Fullerthaler Behav. Small-Mid Core Equity 4,552.298 units | $175,381 | $182,866 |
| Hartford Dividend and Growth Fund 6,069.751 units | $175,868 | $208,204 |
| Ishares 20+ Year Treas. Bond EFT 1,520 shares | $131,524 | $132,483 |
| Ishares 7-10 Year Treas. Bond EFT 1,279 shares | $123,067 | $122,989 |
| Ishares Core S&P 500 ETF 1,557 shares | $888,980 | $1,066,452 |
| Ishares Core US Aggregate Bond EFT 2,270 shares | $222,835 | $226,728 |
| SPDR gold Trust 268 shares | $79,571 | $106,211 |
| Vanguard FTSE Devel. Markets ETF 10,704 shares | $577,785 | $668,679 |
| Vanguard Index Fund Mid-Cap ETF 355 shares | $103,976 | $103,028 |
| Vanguard Inst. Index ETF 2,530 units | $190,724 | $190,838 |
| Vanguard Russell 1000 Growth VONG 3,639 units | $325,121 | $443,048 |
| Vanguard Russell 1000 Value VONV 2,155 units | $165,839 | $198,907 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Ray, Winton & Kelley Attorneys | CategoryTxt |
| Legal Fees | $5,147 | LegalFeesAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax adjustments/return of capital | Desc |
| Amt | $14,723 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Excise tax estimate 2025 | $4,552 |
| Foreign dividend taxes | $1,679 |
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