2026-05-07T10:50:57-06:00 2025-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2025-01-01 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 2026-05-15 true ROBERT J KRALL P00051635 3042422300 2026-05-07 X 2025 2025-03-06 01:10:19Z X 1697182 X X 8470 8470 48771 48771 46280 719464 46280 103521 103521 13250 12725 525 1950 1950 1392 333 64 39 25 16656 13097 2500 75000 75000 91656 13097 77500 11865 90424 0 122161 82721 82721 200974 202535 999303 590303 941607 199358 458689 470319 1320822 1332687 1697182 0 0 X 1320822 1332687 1320822 1332687 1320822 1332687 1320822 11865 1332687 1332687 Publicly Traded Securities P 719464 673184 46280 46280 46280 1257 0 1257 0 1257 1173 1173 84 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 1534991 114400 0 1649391 0 0 1649391 24741 1624650 81233 81233 1257 1257 79976 79976 79976 77500 77500 79976 77024 77500 77024 476 79500 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 2500 Childrens Home of Wheeling 1 Orchard Road Wheeling WV 26003 NA PC General Purposes 3000 Faith in Action Caregivers Inc 1359 National Road Wheeling WV 26003 NA PC General Purposes 4500 Feeding Body and Soul Community Kit 7th Street Morton Ave Moundsville WV 26041 NA PC General Purposes 5000 Florence Crittenton Home 2606 National Road Wheeling WV 26003 NA PC General Purposes 3200 Harmony House 2000 Eoff Street Wheeling WV 26003 NA PC General Purposes 3700 Helping Heroes Inc 256 Jefferson Avenue Moundsville WV 26041 NA PC General Purposes 4000 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 5500 Oglebay Foundation Oglebay Wheeling WV 26003 NA PC General Purposes 3500 Oglebay Institute 1330 National Road Wheeling WV 26003 NA PC General Purposes 1600 Soup Kitchen of Greater Wheeling PO Box 546 Wheeling WV 26003 NA PC General Purposes 7200 St Matthews Food Panty 1410 Chapline Street Wheeling WV 26003 NA PC General Purposes 5600 St Lukes Episcopal Church 200 South Penn St Wheeling WV 26003 NA PC General Purposes 5000 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 2500 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 3000 Youth Services System 87 15th Street Wheeling WV 26003 NA PC General Purposes 3800 Catholic Charities West Viriginia 2000 Main Street Wheeling WV 26003 NA PC General Purposes 1000 House of Carpenter 200 S Front Street Wheeling WV 26003 NA PC General Purposes 2000 75000 0 14 8470 14 48771 18 46280 103521 103521 false false false false false false false false false false 23568.075 SHS PIMCO INCOME FD 251000 259013 6464.186 SHS FIDELITY SHORT 68619 70785 13231.175 SHS PIMCO INTL BD 139070 140521 34 SHS ABBVIE INC 1741 7769 185 SHS AMCOR PLC 2288 1543 25 SHS AMERICAN ELEC PWR CO 2355 2883 15 SHS AMGEN INC 3708 4910 340 SHS AT&T INC 6938 8446 12 SHS AVALONBAY COMMUNITIES 2639 2176 235 SHS BRITISH AMERICAN TOBAC 9488 13306 45 SHS CANADIAN IMP BK COMM 2150 4077 15 SHS CHEVRON CORP 2076 2286 75 SHS CISCO SYSTEMS INC 3196 5777 25 SHS CLOROX CO 0 0 85 SHS CONAGRA BRANDS INC 0 0 35 SHS CROWN CASTLE INC 0 0 40 SHS DIGITAL REALTY TRUST 4929 6188 75 SHS DOMINION ENERGY INC 0 0 55 SHS DUKE ENERGY CORP 5918 6447 190 SHS ENBRIDGE INC 7932 9088 60 SHS EXXON MOBIL CORP 5094 7220 35 SHS EQUITY RESIDENTIAL 2525 2206 140 SHS GILEAD SCIENCES INC 8732 17184 320 SHS HUNTINGTON BANCSHARES 3873 5552 125 SHS KEYCORP COM 2111 2580 30 SHS KIMBERLY CLARK CORP 4085 3027 59 SHS MERCK & CO 0 0 23 SHS MAGNUM ICE CREAM 311 365 300 SHS RITHM CAPITAL CORP 3703 3270 80 SHS PHILIP MORRIS INTL INC 7326 12832 30 SHS PNC FINANCIAL SERVICES 4584 6262 100 SHS PPL CORP 2713 3502 40 SHS REALTY INCOME CORP 0 0 85 SHS SOUTHERN CO 6094 7412 65 SHS TC ENERGY CORP 3011 3576 145 SHS TOTAL ENERGIES SE 7119 9486 1848 SHS TRUIST FINL CORP 40041 66335 105 SHS UNILEVER PLC 5746 6671 405 SHS VODAFONE GROUP 0 0 195 SHS WILLIAMS COS INC 6117 11721 1847 SHS VERIZON 13480 11567 365 SHS AVANTIS US SMALL CAP 35559 37223 815 FRANKLIN US MID CAP 45274 45852 1525 SHS ISHARES TRUST CUR HED 56631 63074 1753 SHS JP MORGAN EXCHANGE TR 101577 100342 20306194 SHS NEUBERGER BERMAN 0 0 27147597 SHS STERLING CAPITAL 0 0 1515 SHS ISHARES MSCI EAFE 0 0 795 SHS ISHARES RUSSELL 1000 V 114904 167220 165 SHS ISHARES RUSSELL 2000 0 0 512 SHS ISHARES TR RUS MID CAP 0 0 529 SHS ISHARES TR RUS 1000 GR 35189 250376 12 SHS COLGATE PALMOLIVE 1218 948 20 SHS EATON CORP 6046 6370 13 SHS SOUTH BOW CORP 0 0 24 SHS T-MOBILE 4662 4873 19 SHS TJX COMPANIES 2108 2919 15 SHS TELSA INC COM 5112 6746 66974 67987 67000 67033 67000 67515 Herndon Morton Herndon & Yaege 1950 0 0 1950 ADR Fees 31 31 0 0 WV Annual Report Fee 25 0 0 25 Paper Doc Fee 8 8 0 0 Foreign Tax 333 333 0 0 Tax due 472 0 0 0 estimated taxes 587 0 0 0