2024-05-23T15:32:15-04:00 2023-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2023-01-01 854387087 ROBERT L AND HELEN E LEVENSON FAMILY CHARIT FNDTN ROBE 83 EDGINGTON LANE Wheeling WV 26003 Robert L Levenson JR TrusteePreside 9122269064 2024-05-11 true Robert Levenson XXX-XX-XXXX true Robert J Krall P00051635 3042422300 2024-05-23 X 0 11 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 1502627 X 1343367 847 847 52767 52767 1396981 53614 3554 2310 1244 3280 3280 3173 389 83 28 55 10090 2727 4579 79000 79000 89090 2727 83579 1307891 50887 0 8736 8736 1299155 1493891 0 1307891 1502627 0 0 X 1307891 0 1307891 0 1307891 1307891 1307891 1307891 707 0 707 0 707 1408 1408 701 701 false false false false false false false true true WV true false false false false true THE FOUNDATION 3042422300 83 EDGINGTON LANE Wheeling WV 26003 false false false false false false false false false false false false false false false false false false false ROBERT L LEVENSON Jr 83 EDGINGTON LANE Wheeling WV 26003 TRUSTEECHAIRMANPRESIDENT 0.05 0 0 0 ELIZABETH J BLUM 83 EDGINGTON LANE Wheeling WV 26003 TRUSTEE 0.01 0 0 0 PATRICIA V LEVENSON 83 EDGINGTON LANE Wheeling WV 26003 TRUSTEESECRETARYTREASURER 0.01 0 0 0 CATHERINE S HICKS 83 EDGINGTON LANE Wheeling WV 26003 TRUSTEE 0.01 0 0 0 ISAAC N LEVENSON 83 EDGINGTON LANE Wheeling WV 26003 TRUSTEE 0.01 0 0 0 Truist 496 High Street Morgantown WV 26505 Invstmt MngrCust 1.00 0 0 0 NONE 0 NONE 1432076 58735 0 1490811 0 1490811 22362 1468449 73422 73422 707 707 72715 72715 72715 83579 83579 72715 82799 83579 82799 780 71935 Robert L Levenson Jr 100 Bramswell Road Pooler GA 31322 9122269064 GENERAL INFORMATION SHOULD BE PROVIDED REGARDING THE CHARITABLE, EDUCATIONAL & RELIGIOUS ACTIVITIES OF THE APPLICANT NO NO Augusta Levy Learning Center 99 Main Street Wheeling WV 26003 NA PC General Purposes 2750 Childrens Home of Wheeling 1 Orchard Road Wheeling WV 26003 NA PC General Purposes 3500 Faith in Action Caregivers Inc 1359 National Road Wheeling WV 26003 NA PC General Purposes 5100 Feeding Body and Soul Community Kit 7th Street Morton Ave Moundsville WV 26041 NA PC General Purposes 5500 Florence Crittenton Home 2606 National Road Wheeling WV 26003 NA PC General Purposes 3850 Good Shepherd Nursing Home 159 Edgington Lane Wheeling WV 26003 NA PC General Purposes 1200 Harmony House 2000 Eoff Street Wheeling WV 26003 NA PC General Purposes 3850 Helping Heroes Inc 256 Jefferson Avenue Moundsville WV 26041 NA PC General Purposes 4000 Jewish Federation of Ohio Valley Temple Shalom Bethany Pike Wheeling WV 26003 NA PC General Purposes 2000 Laughlin Memorial Chapel 129 18th Street Wheeling WV 26003 NA PC General Purposes 5500 Oglebay Foundation Oglebay Wheeling WV 26003 NA PC General Purposes 4200 Oglebay Institute 1330 National Road Wheeling WV 26003 NA PC General Purposes 2000 Soup Kitchen of Greater Wheeling PO Box 546 Wheeling WV 26003 NA PC General Purposes 6600 St Matthews Food Panty 1410 Chapline Street Wheeling WV 26003 NA PC General Purposes 5500 St Lukes Episcopal Church 200 South Penn St Wheeling WV 26003 NA PC General Purposes 4500 Temple Shalom 23 Bethany Pike Wheeling WV 26003 NA PC General Purposes 6000 We Bark Shelter PO Box 918 Moundsville WV 26041 NA PC General Purposes 2550 West Liberty University 126 Campus Service Center POBox 295 West Liberty WV 26074 NA PC General Purposes 2500 Wheeling Symphony Orchestra 1025 Main Street Wheeling WV 26003 NA PC General Purposes 3400 Youth Services System 87 15th Street Wheeling WV 26003 NA PC General Purposes 4500 79000 0 14 847 14 52767 53614 53614 false false false false false false false false false false X X 1 Levenson Family Charitable Fndtn Tr 83 Edgington Lane Wheeling WV 26003 1343367 X 1 Marketable securities received from trust in an IRC 507b2 reorg Part I reports book value 1475000 2023-01-09 34 SHS ABBVIE INC 1741 5269 185 SHS AMCOR PLC 2288 1783 25 SHS AMERICAN ELEC PWR CO 2355 2031 15 SHS AMGEN INC 3708 4320 340 SHS AT&T INC 6938 5705 135 SHS BCE INC COM 6663 5316 45 SHS BRISTOL MYERS SQUIBB CO 3358 2309 235 SHS BRITISH AMERICAN TOBAC 9488 6883 45 SHS CANADIAN IMP BK COMM 2150 2166 15 SHS CHEVRON CORP 2076 2237 75 SHS CISCO SYSTEMS INC 3196 3789 25 SHS CLOROX CO 3699 3565 85 SHS CONAGRA BRANDS INC 3042 2436 35 SHS CROWN CASTLE INC 4610 4032 40 SHS DIGITAL REALTY TRUST 4929 5383 75 SHS DOMINION ENERGY INC 5931 3525 55 SHS DUKE ENERGY CORP 5918 5337 190 SHS ENBRIDGE INC 7932 6844 60 SHS EXXON MOBIL CORP 5094 5999 30 SHS GENERAL MILLS INC 2293 1954 140 SHS GILEAD SCIENCES INC 8732 11341 320 SHS HUNTINGTON BANCSHARES 3873 4070 125 SHS KEYCORP COM 2111 1800 30 SHS KIMBERLY CLARK CORP 4085 3645 59 SHS MERCK & CO 4113 6432 80 SHS NATIONAL GRID 5267 5439 75 SHS PFIZER INC 3892 2159 80 SHS PHILIP MORRIS INTL INC 7326 7526 30 SHS PNC FINANCIAL SERVICES 4584 4646 100 SHS PPL CORP 2713 2710 40 SHS REALTY INCOME CORP 2739 2297 85 SHS SOUTHERN CO 6094 5960 65 SHS TC ENERGY CORP 3308 2541 145 SHS TOTAL ENERGIES SE 7119 9770 3696 SHS TRUIST FINL CORP 109785 136456 65 SHS UNILEVER PLC 3016 3151 14 SHS UNITED PARCEL SERVICE 1019 2201 65 SHS US BANCORP 2931 2813 1847 SHS VERIZON 9151 6937 405 SHS VODAFONE GROUP 6248 3524 100 SHS WALGREENS BOOTS 3744 2611 195 SHS WILLIAMS COS INC 6117 6792 6435371 SHS TORTOISE ENERGY 43310 49102 6464186 SHS FIDELITY SHORT 64965 65418 20306194 SHS NEUBERGER BERMAN 205597 199610 13231175 SHS PINCO INTL BD 129930 130592 27147597 SHS STERLING CAPITAL 273000 254644 1515 SHS ISHARES MSCI EAFE 97418 114155 795 SHS ISHARES RUSSELL 1000 V 114904 131374 165 SHS ISHARES RUSSELL 2000 28260 33117 512 SHS ISHARES TR RUS MID CAP 11206 39798 529 SHS ISHARES TR RUS 1000 GR 35189 160377 Herndon Morton Herndon & Yaege 3280 0 0 3280 ADR Fees 28 28 0 0 WV Annual Report Fee 25 0 0 25 Bank Fee 30 0 0 30 Foreign Tax 389 389 0 0 Excise Tax Estimate Payments 1408 0 0 0 2022 Excise Tax Due - Trust 1376 0 0 0