Jacobsen Charles and Virginia is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $73K in total assets. In 2024, it awarded 8 grants totaling $410K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$73K
-85.2% YoY
Annual Giving
$410K
+13.9% YoY
Grant Count
8
-27.3% YoY
Avg Grant Size
$51K
+56.6% YoY
Under IRS private-foundation payout rules, Jacobsen Charles and Virginia reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
About Jacobsen Charles and Virginia
Based on IRS filings
Jacobsen Charles and Virginia is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $73K in total assets. In 2024, it awarded 8 grants totaling $410K.
Focus Areas
Ready to take the next step with Jacobsen Charles and Virginia?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $72,846 | $492,500 | $906,729 |
| Revenue | $246 | $1,281 | $-46,357 |
| Expenses | $419,900 | $415,957 | $322,953 |
| Qualifying Distributions | $410,000 | $385,000 | $300,000 |
| Net Investment Income | — | — | $10,830 |
| Distributable Amount | $13,922 | $34,464 | $56,860 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Immokalee Foundation ($80,000), The Shelter for Abused Women & Children ($80,000), Avow Foundation ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AVOW FOUNDATION NAPLES, FL | FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | $60,000 |
| CHAMPIONS FOR LEARNING NAPLES, FL | FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | $50,000 |
| EASTERSEALS FLORIDA NAPLES, FL | FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | $30,000 |
| NEIGBORHOOD HEALTH CLINIC NAPLES, FL | FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | $30,000 |
| ST MATTHEW'S HOUSE NAPLES, FL | FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | $50,000 |
| THE CONSERVANCY OF SOUTHWEST FLORIDA NAPLES, FL | FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | $30,000 |
| THE IMMOKALEE FOUNDATION NAPLES, FL | FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | $80,000 |
| THE SHELTER FOR ABUSED WOMEN & CHILDREN NAPLES, FL | FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE | $80,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID N SEXTON | TRUSTEE | 3 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jacobsen Charles and Virginia?
Jacobsen Charles and Virginia is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $73K in total assets as of 2024.
How large is Jacobsen Charles and Virginia?
As of 2024, Jacobsen Charles and Virginia holds $73K in total assets with $246 in annual revenue. It awarded 8 grants totaling $410K in 2024.
Where does Jacobsen Charles and Virginia operate?
Jacobsen Charles and Virginia has awarded grants in District of Columbia, Florida, Georgia, Illinois.
What size grants does Jacobsen Charles and Virginia award?
In 2024, Jacobsen Charles and Virginia awarded 8 grants totaling $410K — an average of about $51K per grant, based on its IRS Form 990 filings.
How much is Jacobsen Charles and Virginia required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jacobsen Charles and Virginia reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jacobsen Charles and Virginia's EIN?
Jacobsen Charles and Virginia's EIN (Employer Identification Number) is 65-6368722. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Jacobsen Charles and Virginia's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
Palm Valley Academy Parent-teacher
PONTE VEDRA, FL
Assets
$261K
Grants
1
Total Given
$78K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Jacobsen Charles and Virginia on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Jacobsen Charles and Virginia to a real strategy.