Nonprofit · EIN 55-0764535
ALBERT SCHENK III AND KATHLEEN H SCHENK CHAR TR NO 1
Tax-exempt · WHEELING, WV 26003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,200,759 | $515,668 | $685,091 | $9,743,964 | $0 | $9,743,964 |
| December 31, 2024 | 990-PF | $493,811 | $368,876 | $124,935 | $8,956,386 | $0 | $8,956,386 |
| December 31, 2023 | 990-PF | $442,664 | $417,454 | $25,210 | $8,715,107 | $0 | $8,715,107 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $170,698
- Interest
- $4,957
- Net gain from sales of assets
- $1,025,104
Expenses
- Grants and similar amounts paid
- $396,000
- Compensation of officers, directors and key employees
- $26,500
- Disbursements for charitable purposes
- $396,000
- Excise tax on investment income
- $778
Balance sheet and other
- Total assets, start of year
- $8,956,386
- Total assets, end of year
- $9,743,964
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,743,964
- Fair market value of assets
- $9,743,964
- Qualifying distributions
- $396,000
- Net investment income
- $175,655
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 |
|---|---|---|---|
| HOLLY WELP 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| FRANK A BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| MARY S HAMILTON 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| KAREN S SLIGAR 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| BRIAN BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| CHASE DEFELICE 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| SEAN HUGHES 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| SHELLY REARDON 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| ALEX DEFELICE 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| NATALIE HAMILTON 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| COLE BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| SARA YANKO 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $1,500 |
| BROOKE WETMORE 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $1,500 |
| KRISTINE SLIGAR 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $1,000 |
| CHELSEE BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $500 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUISE S COULLING 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 0 | $0 |
| CHANCE BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY S HAMILTON 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $3,500 |
| FRANK A BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,500 |
| KAREN S SLIGAR 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,500 |
| BRIAN BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,500 |
| CHASE DEFELICE 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,500 |
| SEAN HUGHES 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,500 |
| NATALIE HAMILTON 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,500 |
| COLE BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,500 |
| KRISTINE SLIGAR 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| SHELLY REARDON 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| BROOKE WETMORE 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| CHELSEE BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| HOLLY WELP 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $1,500 |
| SARA YANKO 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $1,500 |
| ALEX DEFELICE 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $500 |
| CHANCE BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $500 |
| LOUISE S COULLING 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK A BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,500 |
| CHELSEE BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,500 |
| NATALIE HAMILTON 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,500 |
| COLE BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,500 |
| HOLLY WELP 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| CHASE DEFELICE 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| SEAN HUGHES 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| SHELLY REARDON 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| BROOKE WETMORE 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $2,000 |
| KAREN S SLIGAR 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $1,500 |
| SARA YANKO 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $1,500 |
| BRIAN BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $1,500 |
| CHANCE BONACCI 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $1,500 |
| MARY S HAMILTON 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $1,000 |
| KRISTINE SLIGAR 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $500 |
| ALEX DEFELICE 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 1 | $500 |
| LOUISE S COULLING 1031 NATIONAL ROAD, WHEELING, WV 26003 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2084 NATIONAL RD, WHEELING, WV 26003-5229
- Signed the 990-PF
- NATALIE HAMILTON, TRUSTEE
- Phone
- (304) 243-9071
- Website
- WWW.THESCHENKFOUNDATION.COM
- Return prepared by
- GLESSNER & 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
- 55-0764535
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,743,964
- Income (IRS master file)
- $4,732,410
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,200,759 | $515,668 | $9,743,964 | IRS |
| 990-PF | December 2024 | $493,811 | $368,876 | $8,956,386 | XML |
| 990-PF | December 2023 | $442,664 | $417,454 | $8,715,107 | 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 55-0764535).
Questions about ALBERT SCHENK III AND KATHLEEN H SCHENK CHAR TR NO 1
- What is the EIN of ALBERT SCHENK III AND KATHLEEN H SCHENK CHAR TR NO 1?
- The employer identification number (EIN) of ALBERT SCHENK III AND KATHLEEN H SCHENK CHAR TR NO 1 is 55-0764535.
- Is ALBERT SCHENK III AND KATHLEEN H SCHENK CHAR TR NO 1 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ALBERT SCHENK III AND KATHLEEN H SCHENK CHAR TR NO 1 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALBERT SCHENK III AND KATHLEEN H SCHENK CHAR TR NO 1 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALBERT SCHENK III AND KATHLEEN H SCHENK CHAR TR NO 1 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 ALBERT SCHENK III AND KATHLEEN H SCHENK CHAR TR NO 1 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 ALBERT SCHENK III AND KATHLEEN H SCHENK CHAR TR NO 1?
- The 990-PF for the year ended December 31, 2025 lists 17 people; 15 received compensation from the organization, the highest $2,000 (HOLLY WELP, TRUSTEE).
- How much revenue does ALBERT SCHENK III AND KATHLEEN H SCHENK CHAR TR NO 1 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,200,759, expenses of $515,668 and total assets of $9,743,964 at year end.
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