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FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
FAMILY CHARITABLE FOUNDATION (EIN 46-4401085)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-12
IRS object ID
202621329349102257
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-12T11:59:41-06:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN550589014PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Herndon Morton Herndon YaegerBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line183 Edgington LaneAddressLine1Txt
CityWheelingCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464401085EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Thomas L TuttleInCareOfNm
Business Name ControlFAMIBusinessNameControlTxt
Phone3042809342PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 Hamilton AvenueAddressLine1Txt
CityWheelingCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS L TUTTLEPersonNm
Person TitleTrusteePersonTitleTxt
Phone3042809342PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHAD J SHEPHERDPreparerPersonNm
PTINP01041749PTIN
Phone3042422300PhoneNum
Preparation2026-05-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$329,019FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,997InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,997InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,071DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,071DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,352NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$401GrossSalesPriceAmt
Total Rev And Expnss$2,716TotalRevAndExpnssAmt
Total Net Invst Incm$5,068TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,012AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,012AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$80TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,092TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,012TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,711ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,711ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,803TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,723TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,087ExcessRevenueOverExpensesAmt
Net Investment Income$5,068NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,086CashBOYAmt
Cash EOY$11,673CashEOYAmt
Cash EOYFMV$11,673CashEOYFMVAmt
Sav And Temp Cash Invst BOY$50,642SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$42,721SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$42,721SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$86,066CorporateStockBOYAmt
Corporate Stock EOY$83,313CorporateStockEOYAmt
Corporate Stock EOYFMV$274,625CorporateStockEOYFMVAmt
Total Assets BOY$148,794TotalAssetsBOYAmt
Total Assets EOY$137,707TotalAssetsEOYAmt
Total Assets EOYFMV$329,019TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$148,794NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$137,707NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$148,794TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$137,707TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$148,794TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$137,707TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$148,794TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,087ExcessRevenueOverExpensesAmt
Subtotal$137,707SubtotalAmt
Tot Net Ast Or Fund Balances EOY$137,707TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property35 shs Walgreen Boot AlliancePropertyDesc
How AcquiredPHowAcquiredCd
Acquired2016-10-17AcquiredDt
Sold2025-08-29SoldDt
Gross Sales Price$401GrossSalesPriceAmt
Cost Or Other Basis$2,753CostOrOtherBasisAmt
Gain Or Loss-$2,352GainOrLossAmt
Gains Minus Excess Or Losses-$2,352GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,352CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$70InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$70SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$70TaxBasedOnInvestmentIncomeAmt
Tax Due$70TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone3042809342PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 Hamilton AvenueAddressLine1Txt
CityWheelingCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Thomas L Tuttle
20 Hamilton AvenueWheelingWV26003Trustee0.50$0$0$0
Karen Tuttle
20 Hamilton AvenueWheelingWV26003Trustee0.30$0$0$0
Lutz Albrecht
520 Dixons Run RdTriadelphiaWV26059Trustee0.30$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$238,572AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,423AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$300,995TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$300,995AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,515CashDeemedCharitableAmt
Net Vl Noncharitable Assets$296,480NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,824MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,824MinimumInvestmentReturnAmt
Tax Based On Investment Income$70TaxBasedOnInvestmentIncomeAmt
Total Tax$70TotalTaxAmt
Distributable Before Adj$14,754DistributableBeforeAdjAmt
Distributable Before Ded$14,754DistributableBeforeDedAmt
Distributable As Adjusted$14,754DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,723ExpensesAndContributionsAmt
Qualifying Distributions$13,723QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,754DistributableAsAdjustedAmt
Undistributed Income PY$13,575UndistributedIncomePYAmt
Qualifying Distributions$13,723QualifyingDistributionsAmt
Applied To Year1$13,575AppliedToYear1Amt
Applied To Prior Years$12,178AppliedToPriorYearsAmt
Undistributed Income CY$14,754UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHOMAS L TUTTLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line120 Hamilton AvenueAddressLine1Txt
CityWheelingCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3042324350RecipientPhoneNum
Form And Info And MaterialsApplicants shoud contact Thomas L. Tuttle at 20 Hamilton Avenue, Wheeling, WV 26003FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAll distributions shall be made for the accomplishment of charitable religious scientific literary or educational purposes in any areas of the US however preference shall be afforded to qualifying organizations and uses located WV and which provide assistance to the elderly and disabledRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Bellaire High School
349 35th StBellaireOH43906NAPCGeneral Purposes$1,975
Appalachia Martial Arts Foundation
1100-1198 Charles StWheelingWV26003NAPCGeneral Purposes$1,087
Mario Lemieux Foundation
Two Chatham CenterPittsburghPA15219NAPCGeneral Purposes$5,866
Make A Wish Foundation
1000 Dupont RdMorgantownWV26505NAPCGeneral Purposes$500
Mike Rowe Works Foundation
12020 Chandler Blvd Ste 200Valley VillageCA91607NAPCGeneral Purposes$1,225
Pittsburgh Penguins Foundation
i Chathem StPittsburghPA15219NAPCGeneral Purposes$1,058
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,711TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,997ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,071ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,352ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,716ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,716TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
HMHY$1,880$0$0$1,880
Wesbanco Fees$107$0$0$107
WV Corp Annual Report$25$0$0$25

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
30 SHS AT&T INC$751$745
20 SHS ABBVIE INC$1,211$4,570
200 SHS ALPHABET INC$7,807$62,760
100 SHS AMAZON COM INC$4,116$23,082
25 SHS AMERICAN EXPRESS CO$1,356$9,249
10 SHS AMGEN INCORPORTED$1,529$3,273
40 SHS APACHE CORP$1,578$978
100 SHS APPLE INC$3,334$27,186
10 SHS BOEING CO$1,184$2,171
20 SHS BIRSTOL-MYERS SQUIBB$1,185$1,079
20 SHS CARDINAL HEALTH INC$1,640$4,110
15 SHS CARRIER GLOBAL$250$793
15 SHS CATERPILLAR INC$1,090$8,593
20 SHS CHEVRON CORP$1,765$3,048
15 SHS CONSTELLATION BRAND$2,284$2,069
8 SHS CORTEVA INC$179$536
8 SHS DOW INC$350$187
8 SHS DOW DUPONT$211$322
15 SHS EXXON MOBIL CORP$1,090$1,805
10 SHS FEDEX CORP$1,508$2,889
75 SHS FIFTH THIRD BANCORP$1,496$3,511
50 SHS FREEPORT MCMORAN INC$567$2,540
6 SHS GENERAL ELECTRIC CO$885$1,848
20 SHS GILEAD SCIENCES INC$1,739$2,455
10 SHS HOME DEPOT INC$1,152$3,441
10 SHS IBM CORP$1,489$2,962
30 SHS INTEL CORP$1,132$1,107
15 SHS INVESCO SP MIDCAP400$1,682$3,933
30 SHS ISHARES S&P MIDCAP$1,676$3,948
55 SHS ISHARES CORE S&P SMALL$3,704$6,610
15 SHS JOHNSON&JOHNSON$1,526$3,104
25 SHS JPMORGAN CHASE$1,464$8,056
2 SHS KYNDRYL HLDS INC$65$53
50 SHS MASCO CORP$1,363$3,173
20 SHS MICROSFT CORP$1,156$9,672
25 SHS ORACLE$1,075$4,873
7 SHS OTIS WORLDWIDE$327$611
20 SHS PAYCHEX INC$915$2,244
20 SHS PEPSICO INCORPORATED$1,999$2,870
10 SHS PPG INDUSTRIES INC$935$1,025
15 SHS RAYTHEON$738$2,751
15 SHS SCHLUMBERGER LTD$1,095$576
20 SHS SIMON PPTY GROUP$3,954$3,702
50 SHS TECHNOLOGY SELECT SECTO$2,992$14,397
50 SHS TJX COMPANIES INC$1,826$7,681
20 SHS VERIZON COMMUNICATIONS$1,013$815
20 SHS VISA INC$1,444$7,014
35 SHS WALGREENS BOOTS$0$0
20 SHS WALT DISNEY CO$1,959$2,275
30 SHS WELLS FARGO & CO$1,506$2,796
160 SHS WEYERHAUESER CO$5,044$3,790
7 SHS WARNER BROS DISCOVER$227$202
2 SHS GE HEALTHCARE TECH$294$164
1 SHS GE VERNOVA INC$154$654
4 SHS QNITY ELECTRONICS$302$327

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2024 Excise tax DueCategoryTxt
Amt$80Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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