Beatrice L Jacobson Char Fdn

PITTSBURGH, PA EIN: 25-1322205

Beatrice L Jacobson Char Fdn is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $861K in total assets. In 2024, it awarded 2 grants totaling $44K. Net investment income was $37K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$861K

-1.1% YoY

Annual Giving

$44K

-4.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$22K

-4.4% YoY

Under IRS private-foundation payout rules, Beatrice L Jacobson Char Fdn reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.

About Beatrice L Jacobson Char Fdn

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $239K (100%)

States

Pennsylvania

Cities

Pittsburgh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$861,412	$870,906	$906,350
Revenue	$46,721	$20,382	$3,962
Expenses	$55,876	$56,459	$73,869
Qualifying Distributions	$46,154	$46,395	$58,708
Net Investment Income	$37,084	$12,297	$7,155
Distributable Amount	$48,287	$44,382	$51,582

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wqed Multimedia ($21,932), Upmc Presbyterian Shadyside ($21,932).

Recipient	Purpose	Amount
WQED MULTIMEDIA PITTSBURGH, PA	GENERAL SUPPORT	$21,932
UPMC PRESBYTERIAN SHADYSIDE PITTSBURGH, PA	GENERAL SUPPORT	$21,932

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PNC BANK N A	TRUSTEE	3	$11,451

Frequently Asked Questions

How large is Beatrice L Jacobson Char Fdn?

As of 2024, Beatrice L Jacobson Char Fdn holds $861K in total assets with $47K in annual revenue. It awarded 2 grants totaling $44K in 2024.

Where does Beatrice L Jacobson Char Fdn operate?

Beatrice L Jacobson Char Fdn has awarded grants in Pennsylvania.

What size grants does Beatrice L Jacobson Char Fdn award?

In 2024, Beatrice L Jacobson Char Fdn awarded 2 grants totaling $44K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is Beatrice L Jacobson Char Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Beatrice L Jacobson Char Fdn reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.