Nonprofit · EIN 20-8728898
FITZSIMMONS FOUNDATION
Tax-exempt · WHEELING, WV 26003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $200,091 | $445,930 | -$245,839 | $4,318,610 | $0 | $4,318,610 |
| December 31, 2024 | 990-PF | $194,430 | $398,414 | -$203,984 | $4,564,449 | $0 | $4,564,449 |
| December 31, 2023 | 990-PF | $196,473 | $473,075 | -$276,602 | $4,768,433 | $0 | $4,768,433 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $140,323
- Interest
- $50,724
- Net gain from sales of assets
- $9,044
Expenses
- Grants and similar amounts paid
- $443,000
- Disbursements for charitable purposes
- $443,098
- Excise tax on investment income
- $2,781
Balance sheet and other
- Total assets, start of year
- $4,564,449
- Total assets, end of year
- $4,318,610
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,318,610
- Fair market value of assets
- $10,017,137
- Qualifying distributions
- $443,098
- Net investment income
- $200,091
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAYLEEN F CLOUGH 1609 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & 2ND VICE PRESIDENT | 1 | $0 |
| ROBERT P FITZSIMMONS 1609 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & PRESIDENT | 1 | $0 |
| SUNNI L FITZSIMMONS 1609 WARWOOD AAVENUE, Wheeling, WV 26003 | TRUSTEE & VICE PRESIDENT | 1 | $0 |
| ROBERT J FITZSIMMONS 1609 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & SECRETARY | 1 | $0 |
| CLAYTON J FITZSIMMONS 1609 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAYLEEN F CLOUGH 1609 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & 2ND VICE PRESIDENT | 1 | $0 |
| ROBERT P FITZSIMMONS 1609 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & PRESIDENT | 1 | $0 |
| SUNNI L FITZSIMMONS 1609 WARWOOD AAVENUE, Wheeling, WV 26003 | TRUSTEE & VICE PRESIDENT | 1 | $0 |
| ROBERT J FITZSIMMONS 1609 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & SECRETARY | 1 | $0 |
| CLAYTON J FITZSIMMONS 1609 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAYLEEN F CLOUGH 1609 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & 2ND VICE PRESIDENT | 1 | $0 |
| ROBERT P FITZSIMMONS 1609 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & PRESIDENT | 1 | $0 |
| SUNNI L FITZSIMMONS 1600 WARWOOD AAVENUE, Wheeling, WV 26003 | TRUSTEE & VICE PRESIDENT | 1 | $0 |
| ROBERT J FITZSIMMONS 1600 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & SECRETARY | 1 | $0 |
| CLAYTON J FITZSIMMONS 1600 WARWOOD AVENUE, Wheeling, WV 26003 | TRUSTEE & TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 80 12TH ST STE 107, WHEELING, WV 26003-3273
- In care of
- % KAYLEEN F CLOUGH
- Signed the 990-PF
- KAYLEEN F CLOUGH, TRUSTEE
- Phone
- (304) 233-5275
- Return prepared by
- Herndon Morton Herndon Yaeger
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8728898
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,318,610
- Income (IRS master file)
- $384,975
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $200,091 | $445,930 | $4,318,610 | IRS |
| 990-PF | December 2024 | $194,430 | $398,414 | $4,564,449 | IRS |
| 990-PF | December 2023 | $196,473 | $473,075 | $4,768,433 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 20-8728898).
Questions about FITZSIMMONS FOUNDATION
- What is the EIN of FITZSIMMONS FOUNDATION?
- The employer identification number (EIN) of FITZSIMMONS FOUNDATION is 20-8728898.
- Is FITZSIMMONS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to FITZSIMMONS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FITZSIMMONS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FITZSIMMONS 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 FITZSIMMONS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of FITZSIMMONS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does FITZSIMMONS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $200,091, expenses of $445,930 and total assets of $4,318,610 at year end.
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