CHARLES M PUGLIESE & THELMA M PUGLI: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: CHARLES M PUGLIESE & THELMA M PUGLI (EIN 34-1784660)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-07-07
IRS object ID: 202541889349100109
Schema version: 2024v5.2
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
Accounting Fees Schedule
Investments Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-07-07T08:38:36-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	341476679	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MG DIDOMENICO dba CAVANAUGH MOORE & CO	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	401 MARKET ST SUITE 305	AddressLine1Txt
City	STEUBENVILLE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43952	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	341784660	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHARLES M PUGLIESE AND THELMA M	BusinessNameLine1Txt
Business Name Line2	PUGLIESE CHARITABLE FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CHAR	BusinessNameControlTxt
Phone	7402645429	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2620	AddressLine1Txt
City	WINTERSVILLE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43953	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	H LEE KINNEY	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	7402645429	PhoneNum
Signature	2025-06-26	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL G DIDOMENICOCPA	PreparerPersonNm
PTIN	P00185442	PTIN
Phone	7402824553	PhoneNum
Preparation	2025-06-26	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2024	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	$15,763,149	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
Interest On Sav Rev And Expnss	$13,902	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$13,902	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$698,042	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$698,042	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$8,636,827	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$14,955,631	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$8,636,827	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$9,348,771	TotalRevAndExpnssAmt
Total Net Invst Incm	$9,348,771	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$39,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$19,500	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$19,500	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,750	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,750	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$6,960	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,480	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$3,480	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$13,886	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$13,886	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$29,929	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$11,548	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$18,381	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$91,525	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$34,528	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$56,997	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$601,200	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$601,200	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$692,725	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$34,528	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$658,197	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$8,656,046	ExcessRevenueOverExpensesAmt
Net Investment Income	$9,314,243	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$186,614	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$11,873	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$11,873	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$4,868,200	OtherInvestmentsBOYAmt
Other Investments EOY	$13,698,987	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$15,751,276	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$5,054,814	TotalAssetsBOYAmt
Total Assets EOY	$13,710,860	TotalAssetsEOYAmt
Total Assets EOYFMV	$15,763,149	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$5,054,814	CapitalStockBOYAmt
Capital Stock EOY	$13,710,860	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,054,814	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$13,710,860	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,054,814	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$13,710,860	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,054,814	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$8,656,046	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$13,710,860	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$13,710,860	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	STIFEL	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2019-01-01	AcquiredDt
Sold	2024-12-31	SoldDt
Gross Sales Price	$14,955,631	GrossSalesPriceAmt
Cost Or Other Basis	$6,318,804	CostOrOtherBasisAmt
Gain Or Loss	$8,636,827	GainOrLossAmt
Gains Minus Excess Or Losses	$8,636,827	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$8,636,827	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$129,468	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$129,468	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$129,468	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,960	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$6,960	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$122,508	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	OH	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	H LEE KINNEY	IndividualWithBooksNm
Phone	7402645429	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2620	AddressLine1Txt
City	WINTERSVILLE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43953	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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
DANIEL SPAHN
109 BRAYBARTON BLVD	STEUBENVILLE	OH	43952	TRUSTEE	2.00	$13,000	$0	$0
H LEE KINNEY
93 HARMONY DRIVE	WINTERSVILLE	OH	43953	TRUSTEE	2.00	$13,000	$0	$0
THOMAS P TIMMONS
2443 ALEXANDER MANOR E	STEUBENVILLE	OH	43952	TRUSTEE	2.00	$13,000	$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$14,830,969	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$99,244	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$14,930,213	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$14,930,213	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$223,953	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$14,706,260	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$735,313	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$735,313	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$129,468	TaxBasedOnInvestmentIncomeAmt
Total Tax	$129,468	TotalTaxAmt
Distributable Before Adj	$605,845	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$605,845	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$605,845	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$658,197	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$658,197	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$605,845	DistributableAsAdjustedAmt
Undistributed Income PY	$599,858	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$658,197	QualifyingDistributionsAmt
Applied To Year1	$599,858	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$58,339	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$547,506	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	H LEE KINNEY	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2620	AddressLine1Txt
City	WINTERSVILLE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43953	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7402645429	RecipientPhoneNum
Form And Info And Materials	N/A	FormAndInfoAndMaterialsTxt
Submission Deadlines	N/A	SubmissionDeadlinesTxt
Restrictions On Awards	N/A	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
OUR PLACE OF JEFFERSON COUNTY
PO BOX 524	STEUBENVILLE	OH	43952	NC	ANNUAL APPEAL	$15,000
BROOKE HIGH SCHOOL
20 BRUIN DRIVE	WELLSBURG	WV	26070	NC	SCHOLARSHIP	$3,000
BUCKEYE LOCAL HIGH SCHOOL
10692 PANTHER DRIVE STATE HWY 150	RAYLAND	OH	43943	NC	SCHOLARSHIP	$3,000
A CARING PLACE
706 CANTON ROAD	WINTERSVILLE	OH	43953	NC	ANNUAL APPEAL	$11,700
TORONTO CITY SCHOOLS
1305 DENNIS WAY	TORONTO	OH	43964	NC	ANNUAL APPEAL	$20,000
CATHOLIC CENTRAL HIGH SCHOOL
320 WEST VIEW AVENUE	STEUBENVILLE	OH	43952	NC	SCHOLARSHIP	$3,000
CITY OF NEW CUMBERLAND
204 N RIVER AVE	NEW CUMBERLAND	WV	26047	NC	ANNUAL APPEAL	$15,000
HANCOCK COUNTY HUMANE SOCIETY
715 GAS VALLEY ROAD	NEW CUMBERLAND	WV	26047	NC	ANNUAL APPEAL	$2,000
CITY OF TORONTO
416 CLARK STREET	TORONTO	OH	43964	NC	ANNUAL APPEAL	$30,000
OLD FORT STEUBEN
120 S THRID ST	STEUBENVILLE	OH	43952	NC	ANNUAL APPEAL	$20,000
COMMUNITY FOUNDATION FOR THE OHIO VALLEY
1310 MARKET ST	WHEELING	WV	26003	NC	FUNDING FOR ANNUAL COMMUNITY CONCERT HELD IN WEIRTON.	$5,000
THE MIRACLE LEAGUE
4530 WILLIAM PENN HWY NO 198	MURRYSVILLE	PA	15668	NC	ANNUAL APPEAL	$20,000
EDISON LOCAL SCHOOL DISTRICT
PO BOX 308	RICHMOND	OH	43944	NC	SCHOLARSHIP	$3,000
TILTONSVILLE VOLUNTEER FIRE DEPARTMENT
123 GRANDVIEW AVE	TILTONSVILLE	OH	43963	NC	ANNUAL APPEAL	$20,000
HARRISON COUNTY COMMUNITY HOSPITAL
951 E MARKET ST	CADIZ	OH	43907	NC	ANNUAL APPEAL	$15,000
INDIAN CREEK BAND BOOSTERS
200 PARK DRIVE	MINGO JUNCTION	OH	43938	NC	BAND	$28,000
INDIAN CREEK HIGH SCHOOL
200 PARK DRIVE	WINTERSVILLE	OH	43953	NC	SCHOLARSHIP	$3,000
JEFFERSON COUNTY JOINT VOCATIONAL SCHOOL
1509 COUNTY HWY 22A	BLOOMINGDALE	OH	43910	NC	SCHOLARSHIP	$3,000
JEFFERSON COUNTY 911
PO BOX 1463	STEUBENVILLE	OH	43952	NC	ANNUAL APPEAL	$25,000
MADONNA HIGH SCHOOL
150 MICHAEL WAY	WEIRTON	WV	26062	NC	SCHOLARSHIP	$3,000
OAK GLEN HIGH SCHOOL
195 GOLDEN BEAR DRIVE	NEW CUMBERLAND	WV	26047	NC	SCHOLARSHIP	$3,000
BARTON VOLUNTEER FIRE DEPARTMENT
70706 MAIN ST	ST CLAIRSVILLE	OH	43950	NC	ANNUAL APPEAL	$25,000
OHIO VALLEY HEALTH CENTER
423 SOUTH STREET	STEUBENVILLE	OH	43952	NC	ANNUAL APPEAL	$20,000
PLEASANT HILL VOLUNTEER FIRE DEPARTMENT
3297 STATE ROUTE 213	STEUBENVILLE	OH	43952	NC	ANNUAL APPEAL	$20,000
EDISON LOCAL SCHOOL DISTRICT
PO BOX 308	RICHMOND	OH	43944	NC	STEM Program	$20,000
VARIOUS
PO BOX 2620	WINTERSVILLE	OH	43953	NC	DISCRETIONARY FUNDING	$15,000
SALEM TOWNSHIP TRUSTEES
2478 STATE ROUTE 646	RICHMOND	OH	43944	NC	UNION CEMETERY	$44,500
STEUBENVILLE FIRE DEPARTMENT
115 S 3RD ST	STEUBENVILLE	OH	43952	NC	ANNUAL APPEAL	$20,000
CATHOLIC CENTRAL HIGH SCHOOL
320 WEST VIEW AVENUE	STEUBENVILLE	OH	43952	NC	ANNUAL APPEAL	$12,000
STEUBENVILLE CITY SCHOOLS
420 N 4TH STREET	STEUBENVILLE	OH	43952	NC	STEM GRANT	$100,000
STEUBENVILLE CITY SCHOOLS
420 NORTH FOURTH STREET	STEUBENVILLE	OH	43952	NC	SCHOLARSHIP	$3,000
TORONTO CITY SCHOOLS
1305 DENNIS WAY	TORONTO	OH	43964	NC	SCHOLARSHIP	$3,000
VILLAGE OF AMSTERDAM
PO BOX 115	AMSTERDAM	OH	43903	NC	CREATE A SAFE PARK ENVIRONMENT FOR RESIDENTS AND PARK VISITORS	$25,000
VILLAGE OF RICHMOND
37 WEST MAIN STREET PO BOX 335	RICHMOND	OH	43944	NC	ANNUAL APPEAL	$20,000
BELLAIRE CITY SCHOOLS
340 34TH STREET	BELLAIRE	OH	43906	NC	ANNUAL APPEAL	$20,000
WEIR HIGH SCHOOL
100 RED RIDER ROAD	WEIRTON	WV	26062	NC	SCHOLARSHIP	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$601,200	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$13,902	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$698,042	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$8,636,827	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$711,944	ExclusionAmt
Related Or Exempt Function Incm	$8,636,827	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$9,348,771	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	8	LineNumberTxt
Relationship Statement	CASH RECEIPTS ARE USED TO ISSUE GRANTS.	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$1,750	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,750	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	STIFEL INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$13,698,987	BookValueAmt
EOYFMV	$15,751,276	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE	$5,330	$0	$5,330
INSURANCE	$1,303	$0	$1,303
INVESTMENT FEES	$23,096	$11,548	$11,548
FILING FEES	$200	$0	$200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$6,960	Amt
Net Investment Income	$3,480	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,480	DisbursementsCharitablePrpsAmt

CHARLES M PUGLIESE & THELMA M PUGLI: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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