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Nonprofit · EIN 54-6478360

JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST

Also known as MCDONALD FRANK E

Tax-exempt · WEIRTON, WV 26062

Financials

$50K$36K2023$93K$39K2024
Revenue Expenses · by fiscal year end
Financials of JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$93,236$38,651$54,585$831,036$0$831,036
September 30, 2024990-PF$50,256$36,271$13,985$776,451$0$776,451
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$24,875
Net gain from sales of assets
$68,361

Expenses

Grants and similar amounts paid
$31,250
Disbursements for charitable purposes
$31,250
Excise tax on investment income
$860

Balance sheet and other

Total assets, start of year
$776,451
Total assets, end of year
$831,036
Total liabilities, end of year
$0
Net assets, end of year
$831,036
Fair market value of assets
$997,287
Qualifying distributions
$31,250
Net investment income
$69,275

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BETHANY FERNBAUGH
3620 WOODLAWN WAY, WEIRTON, WV 26062
TRUSTEE0$0
SANDY YARTER
4027 PALISADES DRIVE, WEIRTON, WV 26062
TRUSTEE0$0
JONATHAN BEYNON
UNITED BANK, 109 THREE SPRINGS DRIVE, WEIRTON, WV 26062
TRUSTEE0$0
ANTHONY VIOLA
HOWARD HANNA MORTIMER REALTY, 3028 PENNSYLVANIA AVENUE, WEIRTON, WV 26062
TRUSTEE0$0
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
BETHANY FERNBAUGH
401 MARKET STREET SUITE 401, STEUBENVILLE, OH 43952
TRUSTEE0$0
NANCY L WILSON
4037 KINGS CREEK ROAD, WEIRTON, WV 26092
TRUSTEE0$0
SUSAN KRUKOWSKI
1424 OVERLOOK DRIVE, WEIRTON, WV 26062
TRUSTEE0$0

Address and contacts

Address (IRS master file)
C/O SANDY YARTER 4027 PALISADES DR, WEIRTON, WV 26062-0000
In care of
% NANCY WILSON
Signed the 990-PF
SANDY YARTER, TRUSTEE
Phone
(702) 461-5339
Return prepared by
CONNOLLY STEELE & COMPANY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
54-6478360
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
September
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$831,036
Income (IRS master file)
$170,544

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$93,236$38,651$831,036XML
990-PFSeptember 2024$50,256$36,271$776,451XML
990-PFSeptember 2023$56,209$33,952$762,466IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-6478360).

Questions about JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST

What is the EIN of JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST?
The employer identification number (EIN) of JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST is 54-6478360.
Is JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST?
The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does JOAN BIEBERSON MCDONALD AND FRANK E MCDONALD CHARITABLE TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $93,236, expenses of $38,651 and total assets of $831,036 at year end.

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