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Nonprofit · EIN 55-6014902

BERNARD H & BLANCHE E JACOBSON FOUNDATION

Tax-exempt · CHARLESTON, WV 25301

Financials

$430K$463K2023$390K$493K2024$705K$443K2025
Revenue Expenses · by fiscal year end
Financials of BERNARD H & BLANCHE E JACOBSON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$705,477$442,538$262,939$4,557,658$0$4,557,658
December 31, 2024990-PF$390,364$492,763-$102,399$4,279,996$0$4,279,996
December 31, 2023990-PF$430,245$463,097-$32,852$4,382,395$0$4,382,395
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$114,084
Net gain from sales of assets
$591,393

Expenses

Grants and similar amounts paid
$410,000
Compensation of officers, directors and key employees
$21,160
Disbursements for charitable purposes
$415,147
Excise tax on investment income
$9,512

Balance sheet and other

Total assets, start of year
$4,279,996
Total assets, end of year
$4,557,658
Total liabilities, end of year
$0
Net assets, end of year
$4,557,658
Fair market value of assets
$5,053,006
Qualifying distributions
$415,147
Net investment income
$705,477

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.

NameTitleHours / weekCompensation
Truist Bank
300 Summers Street, Charleston, WV 25301
Corp. Trustee8$21,160
Christopher J Winton
109 Capitol Street, Charleston, WV 25301
Pers. Trustee2$0
Mark W Kelley
109 Capitol Street, Charleston, WV 25301
Pers. Trustee2$0
Anne R Silbernagel
109 Capitol Street, Charleston, WV 25301
Pers. Trustee2$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Truist Bank
300 Summers Street, Charleston, WV 25301
Corp. Trustee8$21,028
Christopher J Winton
109 Capitol Street, Charleston, WV 25301
Pers. Trustee2$0
Mark W Kelley
109 Capitol Street, Charleston, WV 25301
Pers. Trustee2$0
Anne R Silbernagel
109 Capitol Street, Charleston, WV 25301
Pers. Trustee2$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Truist Bank
300 Summers Street, Charleston, WV 25301
Corp. Trustee8$19,993
Christopher J Winton
109 Capitol Street, Charleston, WV 25301
Pers. Trustee2$0
Mark W Kelley
109 Capitol Street, Charleston, WV 25301
Pers. Trustee2$0
Anne R Silbernagel
109 Capitol Street, Charleston, WV 25301
Pers. Trustee2$0

Address and contacts

Address (IRS master file)
300 SUMMERS STREET FLOOR 2, CHARLESTON, WV 25301-1624
In care of
% BB&T RIS
Signed the 990-PF
John S Fisher, Vice President
Phone
(304) 348-7000
Return prepared by
Ray Winton & Kelley PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
55-6014902
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
1954
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,557,658
Income (IRS master file)
$6,454,476

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$705,477$442,538$4,557,658IRS
990-PFDecember 2024$390,364$492,763$4,279,996XML
990-PFDecember 2023$430,245$463,097$4,382,395XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 55-6014902).

Questions about BERNARD H & BLANCHE E JACOBSON FOUNDATION

What is the EIN of BERNARD H & BLANCHE E JACOBSON FOUNDATION?
The employer identification number (EIN) of BERNARD H & BLANCHE E JACOBSON FOUNDATION is 55-6014902.
Is BERNARD H & BLANCHE E JACOBSON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to BERNARD H & BLANCHE E JACOBSON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERNARD H & BLANCHE E JACOBSON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNARD H & BLANCHE E JACOBSON FOUNDATION 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 BERNARD H & BLANCHE E JACOBSON FOUNDATION 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 BERNARD H & BLANCHE E JACOBSON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $21,160 (Truist Bank, Corp. Trustee).
How much revenue does BERNARD H & BLANCHE E JACOBSON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $705,477, expenses of $442,538 and total assets of $4,557,658 at year end.

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