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Nonprofit · EIN 55-0692616

VALERIE WILLIAM AND LOULIE CANADY FOUNDATION CHARITABLE TRUST

Tax-exempt · MORGANTOWN, WV 26505

Financials

$50K$53K2023$66K$64K2024$8M$389K2025
Revenue Expenses · by fiscal year end
Financials of VALERIE WILLIAM AND LOULIE CANADY FOUNDATION CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,028,989$389,307$7,639,682$7,676,784$0$7,676,784
December 31, 2024990-PF$65,543$64,026$1,517$2,102$0$2,102
December 31, 2023990-PF$50,160$53,126-$2,966$585$0$585
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$7,646,005
Dividends
$71,882
Interest
$27,189
Net gain from sales of assets
$167,562
Other income
$116,351

Expenses

Grants and similar amounts paid
$364,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$364,000
Excise tax on investment income
$5,075

Balance sheet and other

Total assets, start of year
$2,102
Total assets, end of year
$7,676,784
Total liabilities, end of year
$0
Net assets, end of year
$7,676,784
Fair market value of assets
$8,488,554
Qualifying distributions
$364,000
Net investment income
$382,984

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
LEONARD J GEORGE
512 PRINCETON AVE, MORGANTOWN, WV 26506
TRUSTEE1$0
ROBERT P GEORGE
371 PROSPECT AVE, PRINCETON, NJ 08540
TRUSTEE1$0
KENT J GEORGE
PO BOX 1791, CHARLESTON, WV 25326
TRUSTEE1$0
ERIC SCHORR
11 RALSTON PLACE, PITTSBURGH, PA 15216
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
LEONARD J GEORGE
512 PRINCETON AVE, MORGANTOWN, WV 26506
TRUSTEE1$0
ROBERT P GEORGE
3421 S UTAH STREET, ARLINGTON, VA 22206
TRUSTEE1$0
KENT J GEORGE
1626 VIRGINIA STREET E APT 1, CHARLESTON, WV 25311
TRUSTEE1$0
CHARLOTTE NATH
43 LINWOOD ROAD, MORGANTOWN, WV 26506
TRUSTEE1$0
ERIC SCHORR
4 GATEWAY CENTER, PITTSBURGH, PA 152221211
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
LEONARD J GEORGE
512 PRINCETON AVE, MORGANTOWN, WV 26506
TRUSTEE1$0
ROBERT P GEORGE
3421 S UTAH STREET, ARLINGTON, VA 22206
TRUSTEE1$0
KENT J GEORGE
1626 VIRGINIA STREET E APT 1, CHARLESTON, WV 25311
TRUSTEE1$0
CHARLOTTE NATH
43 LINWOOD ROAD, MORGANTOWN, WV 26506
TRUSTEE1$0
ERIC SCHORR
4 GATEWAY CENTER, PITTSBURGH, PA 152221211
TRUSTEE1$0

Address and contacts

Address (IRS master file)
512 PRINCETON AVE, MORGANTOWN, WV 26505-2120
In care of
% ROBINSON & MCELWEE
Signed the 990-PF
LEONARD GEORGE, FOUNDATION MANAGER
Phone
(304) 599-3243
Return prepared by
SUTTLE & STALNAKER 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 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
55-0692616
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,676,784
Income (IRS master file)
$8,319,530

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,028,989$389,307$7,676,784IRS
990-PFDecember 2024$65,543$64,026$2,102IRS
990-PFDecember 2023$50,160$53,126$585XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 55-0692616).

Questions about VALERIE WILLIAM AND LOULIE CANADY FOUNDATION CHARITABLE TRUST

What is the EIN of VALERIE WILLIAM AND LOULIE CANADY FOUNDATION CHARITABLE TRUST?
The employer identification number (EIN) of VALERIE WILLIAM AND LOULIE CANADY FOUNDATION CHARITABLE TRUST is 55-0692616.
Is VALERIE WILLIAM AND LOULIE CANADY FOUNDATION CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to VALERIE WILLIAM AND LOULIE CANADY FOUNDATION CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does VALERIE WILLIAM AND LOULIE CANADY FOUNDATION CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of VALERIE WILLIAM AND LOULIE CANADY FOUNDATION 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 VALERIE WILLIAM AND LOULIE CANADY FOUNDATION 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 VALERIE WILLIAM AND LOULIE CANADY FOUNDATION CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does VALERIE WILLIAM AND LOULIE CANADY FOUNDATION CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,028,989, expenses of $389,307 and total assets of $7,676,784 at year end.

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