Nonprofit · EIN 55-6627417
THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION
Tax-exempt · WHEELING, WV 26003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $212,067 | $193,006 | $19,061 | $3,667,085 | $0 | $3,667,085 |
| December 31, 2024 | 990 | $244,153 | $183,101 | $61,052 | $3,648,303 | $0 | $3,648,303 |
| December 31, 2023 | 990 | $216,933 | $173,478 | $43,455 | $3,587,282 | $0 | $3,587,282 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $212,067
- Net gain from sales of assets
- $51,819
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $126,922
- Compensation of officers, directors and key employees
- $54,266
- Salaries, compensation and benefits (total)
- $54,266
- Professional fundraising fees
- $0
- Accounting fees
- $1,325
- Program services (functional)
- $181,188
- Management and general (functional)
- $11,818
Balance sheet and other
- Total assets, start of year
- $3,648,303
- Total assets, end of year
- $3,667,085
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,667,085
- Publicly traded securities
- $3,594,653
- Gross receipts
- $903,306
- Employees
- 0
- State of legal domicile
- WV
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL TRUST CO | TRUSTEE Institutional trustee | – | $29,569 |
| LARRY A CARPENTER | TRUSTEE Trustee or director | – | $24,697 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL TRUST CO | TRUSTEE Institutional trustee | – | $23,881 |
| LARRY A CARPENTER | TRUSTEE Trustee or director | – | $13,935 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL TRUST CO | TRUSTEE Institutional trustee | – | $21,820 |
| LARRY A CARPENTER | TRUSTEE Trustee or director | – | $12,065 |
Address and contacts
- Address (IRS master file)
- 1300 CHAPLINE STREET, WHEELING, WV 26003-3348
- In care of
- % LARRY A CARPENTER
- Principal officer (990 for 2025)
- H EDWARD JOHNSON, 1300 CHAPLINE STREET, WHEELING, WV 26003
- Signed the 990
- SCOTT CUNNINGHAM, CEO
- Phone
- (304) 233-5215
- Website
- SECURITYNATIONALTRUST.COM
- Return prepared by
- TRUST TAX COMPLIANCE LLC
Mission
MAKING DISTRIBUTION TO ORGANIZATIONS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, & LITERARY PURPOSES.
Program accomplishments
- MAKING DISTRIBUTIONS TO 509(A)(1) ORGANIZATIONS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, OR LITERARY PURPOSES.Expenses $181,188 · grants $126,922
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 55-6627417
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $3,667,085
- Income (IRS master file)
- $903,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $212,067 | $193,006 | $3,667,085 | IRS |
| 990 | December 2024 | $244,153 | $183,101 | $3,648,303 | IRS |
| 990 | December 2023 | $216,933 | $173,478 | $3,587,282 | XML |
| 990 | December 2022 | $120,590 | $552,332 | $3,560,910 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 55-6627417).
Questions about THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION
- What is the EIN of THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION is 55-6627417.
- Is THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2025 names H EDWARD JOHNSON.
- Who are the officers and directors of THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $29,569 (SECURITY NATIONAL TRUST CO, TRUSTEE).
- How much revenue does THE HAMLIN JAEGER AND MASSINA CHARITABLE FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $212,067, expenses of $193,006 and total assets of $3,667,085 at year end.
Other nonprofits in WHEELING
- COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC EIN 31-0908698 · last filed 990 for 2025
- ANN SONNEBORN CHARITABLE FOUNDATION EIN 37-6767775 · last filed 990-PF for 2024
- UNITED WAY OF THE UPPER OHIO VALLEY INC EIN 55-0479446 · last filed 990 for 2025
- ROBERT M NUTTING FAMILY FOUNDATION EIN 81-1539868 · last filed 990-PF for 2024
- WILLIAM O NUTTING FAMILY FOUNDATION EIN 81-1545848 · last filed 990-PF for 2024
- CHRIS HESS FOUNDATION EIN 01-6225742 · last filed 990-PF for 2025
- SARA E BLAKE CHARITABLE FOUNDATION EIN 55-6091949 · last filed 990-PF for 2025
- RAYMOND A AND GERTRUDE D HYER CHARITABLE FOUNDATION EIN 45-4168812 · last filed 990-PF for 2025
All nonprofits in WHEELING · West Virginia · Philanthropy, voluntarism and grantmaking foundations