Nonprofit · EIN 25-6091907
FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
Tax-exempt · CHARLESTON, WV 25301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $732,838 | $273,438 | $459,400 | $6,212,111 | $0 | $6,212,111 |
| December 31, 2024 | 990-PF | $323,490 | $326,835 | -$3,345 | $5,755,111 | $0 | $5,755,111 |
| December 31, 2023 | 990-PF | $89,586 | $298,072 | -$208,486 | $5,760,653 | $0 | $5,760,653 |
| December 31, 2021 | 990-PF | $816,998 | $271,077 | $545,921 | $5,961,708 | $0 | $5,961,708 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $197,336
- Net gain from sales of assets
- $535,502
Expenses
- Grants and similar amounts paid
- $173,909
- Compensation of officers, directors and key employees
- $42,113
- Salaries, compensation and benefits (total)
- $27,528
- Disbursements for charitable purposes
- $242,770
- Excise tax on investment income
- $9,846
Balance sheet and other
- Total assets, start of year
- $5,755,111
- Total assets, end of year
- $6,212,111
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,212,111
- Fair market value of assets
- $6,761,103
- Qualifying distributions
- $242,770
- Net investment income
- $732,226
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 |
|---|---|---|---|
| TRUIST BANK N A PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $38,513 |
| JEFF BIDDLE 8 LOVELL DRIVE, CHARLESTON, WV 25302 | COMMITTEE MEMBER | 1 | $1,800 |
| JIM ADKINS PO BOX 627, CLENDENIN, WV 25045 | COMMITTEE MEMBER | 1 | $1,800 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK N A PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $37,024 |
| MICHAEL B SISSON 204 NEW ENGLAND RIDGE, WASHINGTON, WV 26181 | COMMITTEE MEMBER | 4 | $900 |
| Jeff Biddle 8 LOVELL DRIVE, CHARLESTON, WV 25302 | COMMITTEE MEMBER | 5 | $900 |
| William Brown 3401 GRAND CENTRAL AVE, VIENNA, WV 26105 | COMMITTEE MEMBER | 5 | $900 |
| REV JOE SEESE PO BOX 501, CLENDENIN, WV 25045 | COMMITTEE MEMBER | 5 | $300 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK N A PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $33,936 |
| DR ARCHIE SNEDEGAR 118 COREY LANE, POCA, WV 25159 | DIRECTOR | 5 | $1,250 |
| REV JOE SEESE PO BOX 501, CLENDENIN, WV 25045 | DIRECTOR | 5 | $1,250 |
| MICHAEL B SISSON 204 NEW ENGLAND RIDGE, WASHINGTON, WV 26181 | DIRECTOR | 4 | $1,250 |
| DR DAVID CARRICO 1019 JULIANA ST, PARKERSBURG, WV 26102 | CHAIRMAN | 12 | $0 |
990-PF for the year ended December 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK N A PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 12 | $42,299 |
| REV JOE SEESE PO BOX 501, CLENDENIN, WV 25045 | DIRECTOR | 5 | $1,234 |
| DR ARCHIE SNEDEGAR 118 COREY LANE, POCA, WV 25159 | DIRECTOR | 5 | $920 |
| MICHAEL B SISSON 204 NEW ENGLAND RIDGE, WASHINGTON, WV 26181 | DIRECTOR | 4 | $900 |
| DR DAVID CARRICO 1019 JULIANA ST, PARKERSBURG, WV 26102 | CHAIRMAN | 12 | $0 |
Address and contacts
- Address (IRS master file)
- 707 VIRGINIA ST E STE 400, CHARLESTON, WV 25301-2711
- In care of
- % JOHN BARRY
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (304) 348-7271
- Return prepared by
- ERNST & YOUNG US LLP
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
- 25-6091907
- 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
- 1968
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,212,111
- Income (IRS master file)
- $8,110,553
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $732,838 | $273,438 | $6,212,111 | XML |
| 990-PF | December 2024 | $323,490 | $326,835 | $5,755,111 | XML |
| 990-PF | December 2023 | $89,586 | $298,072 | $5,760,653 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $816,998 | $271,077 | $5,961,708 | XML |
| 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 25-6091907).
Questions about FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST
- What is the EIN of FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST?
- The employer identification number (EIN) of FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST is 25-6091907.
- Is FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST 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 FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST 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 FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $38,513 (TRUIST BANK N A, TRUSTEE).
- How much revenue does FRANKLIN W & HELEN S BOWEN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $732,838, expenses of $273,438 and total assets of $6,212,111 at year end.
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