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Nonprofit · EIN 34-1784660

CHARLES M PUGLIESE & THELMA M PUGLI

Tax-exempt · WINTERSVILLE, OH 43953

Financials

$522K$683K2023$9.3M$693K2024$1.3M$864K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES M PUGLIESE & THELMA M PUGLI by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,282,675$863,831$418,844$14,129,704$0$14,129,704
December 31, 2024990-PF$9,348,771$692,725$8,656,046$13,710,860$0$13,710,860
December 31, 2023990-PF$521,952$682,857-$160,905$5,054,814$0$5,054,814
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$822,044
Interest
$2,036
Net gain from sales of assets
$458,595

Expenses

Grants and similar amounts paid
$630,031
Compensation of officers, directors and key employees
$40,500
Disbursements for charitable purposes
$672,286
Excise tax on investment income
$15,167

Balance sheet and other

Total assets, start of year
$13,710,860
Total assets, end of year
$14,129,704
Total liabilities, end of year
$0
Net assets, end of year
$14,129,704
Fair market value of assets
$16,992,004
Qualifying distributions
$672,286
Net investment income
$1,282,675

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.

NameTitleHours / weekCompensation
DANIEL SPAHN
109 BRAYBARTON BLVD, STEUBENVILLE, OH 43952
TRUSTEE2$13,500
H LEE KINNEY
93 HARMONY DRIVE, WINTERSVILLE, OH 43953
TRUSTEE2$13,500
THOMAS P TIMMONS
2443 ALEXANDER MANOR E, STEUBENVILLE, OH 43952
TRUSTEE2$13,500
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
DANIEL SPAHN
109 BRAYBARTON BLVD, STEUBENVILLE, OH 43952
TRUSTEE2$13,000
H LEE KINNEY
93 HARMONY DRIVE, WINTERSVILLE, OH 43953
TRUSTEE2$13,000
THOMAS P TIMMONS
2443 ALEXANDER MANOR E, STEUBENVILLE, OH 43952
TRUSTEE2$13,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DANIEL SPAHN
109 BRAYBARTON BLVD, STEUBENVILLE, OH 43952
TRUSTEE2$12,500
H LEE KINNEY
93 HARMONY DRIVE, WINTERSVILLE, OH 43953
TRUSTEE2$12,500
THOMAS P TIMMONS
2443 ALEXANDER MANOR E, STEUBENVILLE, OH 43952
TRUSTEE2$12,500

Address and contacts

Address (IRS master file)
PO BOX 2620, WINTERSVILLE, OH 43953-0620
In care of
% TRUSTEES
Signed the 990-PF
THOMAS P TIMMONS, TRUSTEE
Phone
(740) 264-5429
Return prepared by
MG DIDOMENICO dba CAVANAUGH MOORE & CO

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-1784660
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,129,704
Income (IRS master file)
$2,817,357

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,282,675$863,831$14,129,704XML
990-PFDecember 2024$9,348,771$692,725$13,710,860XML
990-PFDecember 2023$521,952$682,857$5,054,814XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 34-1784660).

Questions about CHARLES M PUGLIESE & THELMA M PUGLI

What is the EIN of CHARLES M PUGLIESE & THELMA M PUGLI?
The employer identification number (EIN) of CHARLES M PUGLIESE & THELMA M PUGLI is 34-1784660.
Is CHARLES M PUGLIESE & THELMA M PUGLI tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to CHARLES M PUGLIESE & THELMA M PUGLI tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES M PUGLIESE & THELMA M PUGLI file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES M PUGLIESE & THELMA M PUGLI 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 CHARLES M PUGLIESE & THELMA M PUGLI 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 CHARLES M PUGLIESE & THELMA M PUGLI?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $13,500 (DANIEL SPAHN, TRUSTEE).
How much revenue does CHARLES M PUGLIESE & THELMA M PUGLI have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,282,675, expenses of $863,831 and total assets of $14,129,704 at year end.

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