2025-05-12T14:56:06-04:00 2024-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2024-01-01 854387087 ROBERT L AND HELEN E LEVENSON FAMILY CHARIT FNDTN % Robert L Levenson ROBE 3042422300 83 EDGINGTON LANE Wheeling WV 26003 ROBERT L LEVENSON TrusteePresident 9122269064 2025-05-13 true true ROBERT J KRALL P00051635 3042422300 2025-05-12 X 2024 2025-03-06 01:10:19Z X 1608723 X 570 X 3491 3491 53818 53818 28926 156295 28926 86805 86235 3052 1449 1603 6370 6370 395 395 57 32 25 9874 1876 7998 64000 64000 73874 1876 71998 12931 84359 0 8736 122161 122161 1299155 1198661 1486562 1307891 1320822 1608723 0 0 X 1307891 1320822 1307891 1320822 1307891 1320822 1307891 12931 1320822 1320822 Publically Traded Securities P 156295 127369 28926 28926 28926 1173 0 1173 0 1173 701 701 472 false false false false false false false true true WV true false false false false true THE FOUNDATION 3042422300 83 EDGINGTON LANE Wheeling WV 26003 false false false false false false false false false false false false false false false false false false false ROBERT L LEVENSON Jr 83 EDGINGTON LANE Wheeling WV 26003 TRUSTEECHAIRMANPRESIDENT 0.05 0 0 0 ELIZABETH J BLUM 83 EDGINGTON LANE Wheeling WV 26003 TRUSTEE 0.01 0 0 0 PATRICIA V LEVENSON 83 EDGINGTON LANE Wheeling WV 26003 TRUSTEESECRETARYTREASURER 0.01 0 0 0 CATHERINE S HICKS 83 EDGINGTON LANE Wheeling WV 26003 TRUSTEE 0.01 0 0 0 ISAAC N LEVENSON 83 EDGINGTON LANE Wheeling WV 26003 TRUSTEE 0.01 0 0 0 NONE 0 NONE 0 1516263 72767 0 1589030 0 0 1589030 23835 1565195 78260 78260 1173 1173 77087 77087 77087 71998 71998 77087 71935 71998 71935 63 77024 Robert L Levenson Jr 100 Bramswell Road Pooler GA 31322 9122269064 GENERAL INFORMATION SHOULD BE PROVIDED REGARDING THE CHARITABLE, EDUCATIONAL & RELIGIOUS ACTIVITIES OF THE APPLICANT NO NO Augusta Levy Learning Center 99 Main Street Wheeling WV 26003 NA PC General Purposes 2300 Childrens Home of Wheeling 1 Orchard Road Wheeling WV 26003 NA PC General Purposes 2800 Faith in Action Caregivers Inc 1359 National Road Wheeling WV 26003 NA PC General Purposes 4200 Feeding Body and Soul Community Kit 7th Street Morton Ave Moundsville WV 26041 NA PC General Purposes 4600 Florence Crittenton Home 2606 National Road Wheeling WV 26003 NA PC General Purposes 3100 Harmony House 2000 Eoff Street Wheeling WV 26003 NA PC General Purposes 3200 Helping Heroes Inc 256 Jefferson Avenue Moundsville WV 26041 NA PC General Purposes 3400 Jewish Federation of Ohio Valley Temple Shalom Bethany Pike Wheeling WV 26003 NA PC General Purposes 1400 Laughlin Memorial Chapel 129 18th Street Wheeling WV 26003 NA PC General Purposes 4500 Oglebay Foundation Oglebay Wheeling WV 26003 NA PC General Purposes 3400 Oglebay Institute 1330 National Road Wheeling WV 26003 NA PC General Purposes 1500 Soup Kitchen of Greater Wheeling PO Box 546 Wheeling WV 26003 NA PC General Purposes 5500 St Matthews Food Panty 1410 Chapline Street Wheeling WV 26003 NA PC General Purposes 4600 St Lukes Episcopal Church 200 South Penn St Wheeling WV 26003 NA PC General Purposes 3800 Temple Shalom 23 Bethany Pike Wheeling WV 26003 NA PC General Purposes 5000 We Bark Shelter PO Box 918 Moundsville WV 26041 NA PC General Purposes 2200 West Liberty University 126 Campus Service Center POBox 295 West Liberty WV 26074 NA PC General Purposes 2000 Wheeling Symphony Orchestra 1025 Main Street Wheeling WV 26003 NA PC General Purposes 2800 Youth Services System 87 15th Street Wheeling WV 26003 NA PC General Purposes 3700 64000 0 14 3491 14 53818 18 28926 86235 86235 false false false false false false false false false false 34 SHS ABBVIE INC 1741 6042 185 SHS AMCOR PLC 2288 1741 25 SHS AMERICAN ELEC PWR CO 2355 2306 15 SHS AMGEN INC 3708 3910 340 SHS AT&T INC 6938 7742 135 SHS BCE INC COM 0 0 45 SHS BRISTOL MYERS SQUIBB CO 0 0 235 SHS BRITISH AMERICAN TOBAC 9488 8535 45 SHS CANADIAN IMP BK COMM 2150 2845 15 SHS CHEVRON CORP 2076 2173 75 SHS CISCO SYSTEMS INC 3196 4440 25 SHS CLOROX CO 3699 4060 85 SHS CONAGRA BRANDS INC 3042 2359 35 SHS CROWN CASTLE INC 4610 3177 40 SHS DIGITAL REALTY TRUST 4929 7093 75 SHS DOMINION ENERGY INC 5931 4040 55 SHS DUKE ENERGY CORP 5918 5926 190 SHS ENBRIDGE INC 7932 8062 60 SHS EXXON MOBIL CORP 5094 6454 30 SHS GENERAL MILLS INC 0 0 140 SHS GILEAD SCIENCES INC 8732 12932 320 SHS HUNTINGTON BANCSHARES 3873 5206 125 SHS KEYCORP COM 2111 2143 30 SHS KIMBERLY CLARK CORP 4085 3931 59 SHS MERCK & CO 4113 5869 80 SHS NATIONAL GRID 0 0 75 SHS PFIZER INC 0 0 80 SHS PHILIP MORRIS INTL INC 7326 9628 30 SHS PNC FINANCIAL SERVICES 4584 5786 100 SHS PPL CORP 2713 3246 40 SHS REALTY INCOME CORP 2739 2136 85 SHS SOUTHERN CO 6094 6997 65 SHS TC ENERGY CORP 3011 3024 145 SHS TOTAL ENERGIES SE 7119 7903 1848 SHS TRUIST FINL CORP 54893 80166 65 SHS UNILEVER PLC 3016 3686 14 SHS UNITED PARCEL SERVICE 0 0 65 SHS US BANCORP 0 0 1847 SHS VERIZON 9151 7358 405 SHS VODAFONE GROUP 6248 3438 100 SHS WALGREENS BOOTS 0 0 195 SHS WILLIAMS COS INC 6117 10553 6435371 SHS TORTOISE ENERGY 0 0 6464186 SHS FIDELITY SHORT 66180 66894 20306194 SHS NEUBERGER BERMAN 209748 204730 13231175 SHS PIMCO INTL BD 133178 134625 27147597 SHS STERLING CAPITAL 277227 253897 1515 SHS ISHARES MSCI EAFE 97418 114549 795 SHS ISHARES RUSSELL 1000 V 114904 147178 165 SHS ISHARES RUSSELL 2000 28260 36458 512 SHS ISHARES TR RUS MID CAP 11206 45261 529 SHS ISHARES TR RUS 1000 GR 35189 212436 12 SHS COLGATE PALMOLIVE 1218 1091 20 SHS EATON CORP 6046 6637 13 SHS SOUTH BOW CORP 297 306 24 SHS T-MOBILE 4662 5298 19 SHS TJX COMPANIES 2108 2295 Herndon Morton Herndon & Yaege 6370 0 0 6370 ADR Fees 32 32 0 0 WV Annual Report Fee 25 0 0 25 Foreign Tax 395 395 0 0