CBL State Savings Bank Foundation
CBL State Savings Bank Foundation is a private foundation based in Greer, South Carolina. It makes grants to Greer, South Carolina, community organizations and awards scholarships, according to its 2024 filing.
CBL State Savings Bank Foundation at a glance
In short: CBL State Savings Bank Foundation gave $77K across 12 grants in 2025 (avg $6K), mostly in South Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $77,000
- -0.6% vs 2024
- Grants made (2025)
- 12
- +33.3% vs 2024
- Average grant
- $6,417
- -25.5% vs 2024
- Median grant
- $5,000
- Total assets
- $1,503,718
- +3.5% vs 2024
- Primary geography
- South Carolina (94% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to CBL State Savings Bank Foundation
- How to Apply
-
The foundation does not restrict giving to preselected organizations. Its 2024 filing lists Rhonda Turner as the contact, says to see attached applications for the form and materials, and states that grants are made to Greer, South Carolina, community organizations and also scholarships.
- Review Cycle
- None, according to the 2024 filing.
- Deadline
- None, according to the 2024 filing.
- Contact
Application contact: Rhonda Turner
Mailing address: 229 Trade Street, Greer, SC 29651
Phone: (864) 989-0087
Email: rturner@cblgreer.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who CBL State Savings Bank Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Greer Christian Learning Center ($18K). Together the top 8 received $60K.
Organizations only. It also paid 4 individual scholarships ($17,500), which are not listed by name.
Grant Size Distribution
66 grants across all recorded years
The most common grant size was under $50K: 66 grants of 66 (100%).
Geographic Focus
Where this funder awards grants
The 2024 filing states that grants are made to Greer, South Carolina, community organizations, as well as scholarships. In 2025, 94% of grant dollars went to recipients in South Carolina and 6% to recipients in Indiana.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
States
Cities
How CBL State Savings Bank Foundation gives
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $77K (2025) to $109K (2023). In 2025 it made 12 grants totaling $77K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Greer Christian Learning Center Greer, SC | Exempt Purpose | $18,000 |
| Middle Tyger Comm Ctr Lyman, SC | Exempt Purpose | $11,500 |
| Guiding Reins Campobello, SC | Exempt Purpose | $11,000 |
| Piedmont Women's Center Greer, SC | Exempt Purpose | $7,500 |
| 4 individual scholarships Recipients not named | — | $17,500 |
| Safe Harbor Taylors, SC | Exempt Purpose | $5,000 |
| Joshu'a Way Greer, SC | Exempt Purpose | $4,000 |
| Greer Mid College Charter Taylors, SC | Exempt Purpose | $1,500 |
| The Citadel Foundation Charleston, SC | Exempt Purpose | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,503,718 | $145,580 | $87,197 | $77,000 | 12 | $81,600 | $131,588 | $88,083 |
| 2024 | $1,452,228 | $296,251 | $77,656 | $77,500 | 9 | $77,500 | $293,222 | $78,800 |
| 2023 | $1,233,633 | $140,734 | $112,526 | $108,950 | 19 | $110,250 | $62,881 | $72,717 |
| 2022 | $1,205,425 | $150,937 | $101,840 | $98,500 | 14 | $100,093 | $43,440 | $70,951 |
| 2021 | $1,156,328 | $251,238 | $90,250 | $86,350 | 12 | $87,650 | $215,388 | $71,017 |
| 2020 | $995,340 | $132,340 | $88,860 | $85,000 | 12 | — | $80,247 | $62,770 |
Under IRS private-foundation payout rules, CBL State Savings Bank Foundation reported a distributable amount of $88K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s filing describes its giving as grants to Greer community organizations and scholarships. Its 2025 grants included support for organizations serving women experiencing unplanned pregnancies, people impacted by domestic abuse, and the mission of The Citadel. These are the grantees’ stated purposes: Piedmont Women’s Center says it educates women about spiritual and physical health in an environment that celebrates life; Safe Harbor says it provides pathways for people impacted by domestic abuse to survive and thrive and raises awareness through community engagement and education; and The Citadel Foundation says it supports The Citadel’s mission.
Grantmaking
In 2025, the foundation reported 12 grants totaling $77,000. Grants ranged from $1,000 to $18,000, with a median of $5,000. The largest grants included $18,000 to Greer Christian Learning Center, $11,500 to Middle Tyger Community Center, and $11,000 to Guiding Reins. Other grants included $7,500 to Piedmont Women’s Center, $5,000 each for scholarships associated with Erskine College, Anderson University, and Clemson University, and $5,000 to Safe Harbor.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Paul J. Rogers as chairman and Jennifer T. Jones as director/president. Directors listed include W. Terry Dobson, Julie F. McMakin, Michael L. Montgomery, Wes A. Kissinger, and Benjamin B. Waters, whose term ended February 20, 2025. The filing also lists Brent S. Garrett and Dennis D. Trout as senior vice presidents and Rhonda P. Turner as vice president.
CBL State Savings Bank Foundation is led by Jennifer T. Jones, Director & President since 2025 (on filings since 2020); none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jennifer T. Jones
Director & President
Director → Director, President & CEO, 2024
Director, President & CEO → Director & President, 2025
On filings since 2020
1 hr/week
No compensation reported
Paul J. Rogers
Chairman
Director → Chairman, 2025
On filings since 2021
1 hr/week
No compensation reported
Benjamin B Waters III
Director
On filings since 2020
1 hr/week
No compensation reported
Julie F. McMakin
Director
On filings since 2020
1 hr/week
No compensation reported
Michael L. Montgomery
Director
On filings since 2020
1 hr/week
No compensation reported
W. Terry Dobson
Director
Chair-Elect → Chairman, 2022
Chairman → Director, 2025
On filings since 2020
1 hr/week
No compensation reported
Wes A. Kissinger
Director
On filings since 2024
1 hr/week
No compensation reported
Brent S. Garrett
Senior Vice President
On filings since 2024
1 hr/week
No compensation reported
Dennis D. Trout
Senior Vice President
On filings since 2024
1 hr/week
No compensation reported
Rhonda P. Turner
Vice President
On filings since 2024
1 hr/week
No compensation reported
Former officers (2)
- Former: Hayne P Griffin Jr. (2020–2023) — Past-Chair
- Former: Ralph Johnson (2020–2023) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about CBL State Savings Bank Foundation
How much does CBL State Savings Bank Foundation give each year?
CBL State Savings Bank Foundation gave $77K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $78K across 9 grants.
What is CBL State Savings Bank Foundation's typical grant size?
CBL State Savings Bank Foundation's median grant in 2025 was $5,000, and its average grant was $6,417, across 12 grants on its 2025 IRS Form 990-PF.
Where does CBL State Savings Bank Foundation give grants?
CBL State Savings Bank Foundation gives mostly in South Carolina: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Indiana (6%). The most frequent recipient cities were Greer, SC (3 grants) and Taylors, SC (2 grants).
Who are CBL State Savings Bank Foundation's largest grantees?
CBL State Savings Bank Foundation's largest 2025 grantees include Greer Christian Learning Center ($18,000), Middle Tyger Comm Ctr ($11,500) and Guiding Reins ($11,000), according to its 2025 IRS Form 990-PF. It also paid 4 individual scholarships ($17,500), which are not listed by name. Together they received 53% of its itemized 2025 grant dollars.
How large is CBL State Savings Bank Foundation?
CBL State Savings Bank Foundation reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $82K in qualifying distributions that year, against a required minimum of $88K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does CBL State Savings Bank Foundation fund?
The foundation’s filing describes its giving as grants to Greer community organizations and scholarships. Its 2025 grants included support for organizations serving women experiencing unplanned pregnancies, people impacted by domestic abuse, and the mission of The Citadel. See mission & focus areas ↑
How do I apply for a grant from CBL State Savings Bank Foundation?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is CBL State Savings Bank Foundation's EIN?
CBL State Savings Bank Foundation's EIN (Employer Identification Number) is 56-2158345. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 15, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2025)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work CBL State Savings Bank Foundation funds
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Cite this profile
Grantable. (2026). CBL State Savings Bank Foundation funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/cbl-state-savings-bank-foundation-morg_9a6374ae753c4765b68f93473ddd2677
BibTeX
@misc{grantable_562158345_2026,
author = {{Grantable}},
title = {{CBL State Savings Bank Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/cbl-state-savings-bank-foundation-morg_9a6374ae753c4765b68f93473ddd2677},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from CBL State Savings Bank Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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