Nonprofit · EIN 32-6640387
JOANNA GUSTA CHARITABLE TR
Tax-exempt · WHEELING, WV 26003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $34,374 | $144,991 | -$110,617 | $2,014,906 | $0 | $2,014,906 |
| December 31, 2024 | 990-PF | -$35,372 | $135,954 | -$171,326 | $2,125,125 | $0 | $2,125,125 |
| December 31, 2023 | 990-PF | -$82,680 | $138,231 | -$220,911 | $2,297,259 | $0 | $2,297,259 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $62,827
- Net gain from sales of assets
- -$28,453
Expenses
- Grants and similar amounts paid
- $120,752
- Compensation of officers, directors and key employees
- $11,332
- Disbursements for charitable purposes
- $133,659
- Excise tax on investment income
- $716
Balance sheet and other
- Total assets, start of year
- $2,125,125
- Total assets, end of year
- $2,014,906
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,014,906
- Fair market value of assets
- $2,623,573
- Qualifying distributions
- $133,659
- Net investment income
- $62,827
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 |
|---|---|---|---|
| SECURITY NATIONAL TRUST CO 1300 CHAPLINE STREET, WHEELING, WV 26003 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL TRUST CO 1300 CHAPLINE STREET, WHEELING, WV 26003 | TRUSTEE | 1 | $11,374 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL TRUST CO 1300 CHAPLINE STREET, WHEELING, WV 26003 | TRUSTEE | 1 | $10,539 |
Address and contacts
- Address (IRS master file)
- 1300 CHAPLINE STREET, WHEELING, WV 26003-3348
- In care of
- % SECURITY NATIONAL TRUST CO TTEE
- Signed the 990-PF
- ELISABETH SLATER, TRUSTEE
- Phone
- (304) 233-5215
- Return prepared by
- GOMPERS LOHRI & 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
- 32-6640387
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,014,906
- Income (IRS master file)
- $204,722
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $34,374 | $144,991 | $2,014,906 | IRS |
| 990-PF | December 2024 | -$35,372 | $135,954 | $2,125,125 | IRS |
| 990-PF | December 2023 | -$82,680 | $138,231 | $2,297,259 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 32-6640387).
Questions about JOANNA GUSTA CHARITABLE TR
- What is the EIN of JOANNA GUSTA CHARITABLE TR?
- The employer identification number (EIN) of JOANNA GUSTA CHARITABLE TR is 32-6640387.
- Is JOANNA GUSTA CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to JOANNA GUSTA CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOANNA GUSTA CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOANNA GUSTA CHARITABLE TR 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 JOANNA GUSTA CHARITABLE TR 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 JOANNA GUSTA CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOANNA GUSTA CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,374, expenses of $144,991 and total assets of $2,014,906 at year end.
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All nonprofits in WHEELING · West Virginia · Philanthropy, voluntarism and grantmaking foundations