Nonprofit · EIN 26-6679325
PRESERVATI FAMILY CHARITABLE TR FOUNDATION
Also known as ARNOLD D LIVELY TTEE
Tax-exempt · PRINCETON, WV 24740
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $16,294,065 | $3,797,476 | $12,496,589 | $63,397,993 | $0 | $63,397,993 |
| December 31, 2024 | 990-PF | $5,588,008 | $3,090,787 | $2,497,221 | $55,005,903 | $0 | $55,005,903 |
| December 31, 2023 | 990-PF | $6,632,083 | $3,105,709 | $3,526,374 | $52,681,993 | $0 | $52,681,993 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,981,577
- Dividends
- $1,658,326
- Net gain from sales of assets
- $7,653,369
- Other income
- $793
Expenses
- Grants and similar amounts paid
- $3,512,500
- Disbursements for charitable purposes
- $3,560,500
- Excise tax on investment income
- $126,527
Balance sheet and other
- Total assets, start of year
- $55,005,903
- Total assets, end of year
- $63,397,993
- Total liabilities, end of year
- $0
- Net assets, end of year
- $63,397,993
- Fair market value of assets
- $93,847,060
- Qualifying distributions
- $3,560,500
- Net investment income
- $9,311,695
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 |
|---|---|---|---|
| RICHARD G PRESERVATI 510 STAFFORD DRIVE, PRINCETON, WV 24740 | TRUSTEE | 1 | $0 |
| KAREN WIMMER 510 STAFFORD DR, PRINCETON, WV 24740 | TRUSTEE | 1 | $0 |
| NICHOLAS S PRESERVATI 510 STAFFORD DR, PRINCETON, WV 24740 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD G PRESERVATI 510 STAFFORD DRIVE, PRINCETON, WV 24740 | TRUSTEE | 1 | $0 |
| KAREN WIMMER 510 STAFFORD DR, PRINCETON, WV 24740 | TRUSTEE | 1 | $0 |
| NICHOLAS S PRESERVATI 510 STADDORD DR, PRINCETON, WV 24740 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD G PRESERVATI 510 STAFFORD DRIVE, PRINCETON, WV 24740 | TRUSTEE | 1 | $0 |
| KAREN WIMMER 510 STAFFORD DR, PRINCETON, WV 24740 | TRUSTEE | 1 | $0 |
| NICHOLAS S PRESERVATI 510 STADDORD DR, PRINCETON, WV 24740 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1003, PRINCETON, WV 24740-1003
- In care of
- % ARNOLD D LIVELY CPA
- Signed the 990-PF
- RICHARD G PRESERVATI, TRUSTEE
- Phone
- (304) 425-8195
- Return prepared by
- LIVELY & ASSOCIATES PLLC
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
- 26-6679325
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $63,397,993
- Income (IRS master file)
- $31,343,324
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $16,294,065 | $3,797,476 | $63,397,993 | IRS |
| 990-PF | December 2024 | $5,588,008 | $3,090,787 | $55,005,903 | IRS |
| 990-PF | December 2023 | $6,632,083 | $3,105,709 | $52,681,993 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 26-6679325).
Questions about PRESERVATI FAMILY CHARITABLE TR FOUNDATION
- What is the EIN of PRESERVATI FAMILY CHARITABLE TR FOUNDATION?
- The employer identification number (EIN) of PRESERVATI FAMILY CHARITABLE TR FOUNDATION is 26-6679325.
- Is PRESERVATI FAMILY CHARITABLE TR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to PRESERVATI FAMILY CHARITABLE TR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PRESERVATI FAMILY CHARITABLE TR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PRESERVATI FAMILY CHARITABLE TR 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 PRESERVATI FAMILY CHARITABLE TR 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 PRESERVATI FAMILY CHARITABLE TR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PRESERVATI FAMILY CHARITABLE TR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,294,065, expenses of $3,797,476 and total assets of $63,397,993 at year end.
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