Albert Schenk III & Kathleen H
The Albert Schenk III & Kathleen H. Schenk Charitable Trust is a private foundation based in Wheeling, West Virginia. Its website says the Schenk family’s philanthropy in the area dates to the 1800s and became more formalized in 1995 after Albert Schenk III’s passing.
Key facts about Albert Schenk III & Kathleen H
In short: Albert Schenk III & Kathleen H gave $396K across 23 grants in 2025 (avg $17K), mostly in West Virginia. 39% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 55-0764535
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $396,000
- Grants made (2025)
- 23
- Average grant
- $17,217
- Median grant
- $5,000
- New grantees (estimate)
- 39% first-time grantees (9 of 23, 2025; small sample)
- Total assets
- $9,743,964
- Primary geography
- West Virginia (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$9.7M
+8.8% YoY
Annual Giving
$396K
+47.0% YoY
Grant Count
23
+27.8% YoY
Avg Grant Size
$17K
+15.0% YoY
Under IRS private-foundation payout rules, Albert Schenk III & Kathleen H reported a distributable amount of $457K for 2025 — the minimum it must pay out in qualifying distributions.
Is Albert Schenk III & Kathleen H open to new grantees?
39%
first-time grantees, 2025
In 2025, 9 of 23 grantees (39%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $15K; repeat grants $19K. How we count
Medians: $5K first-time, $11K repeat.
- 26% of 2025 grantees were also funded in 2024. Method
- Giving fell 27% from 2022 to 2025. Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The sources do not state a mission for the trust. Its 2025 grants included capital projects, food pantry support, and program assistance. The grantees’ own descriptions illustrate the work of organizations it supported: Oglebay Foundation raises private funds for Oglebay and Wheeling parks and their affiliated organizations and programs; Northwood Health Systems serves people with mental illness, intellectual and developmental disabilities, or substance abuse issues; and Youth Services System works to create better futures for children, families, and the community.
Other grantees describe work that includes providing food, clothing, and spiritual support to people in need (House of the Carpenter); alleviating hunger in West Virginia (Mountaineer Food Bank); providing free medical care and pharmaceuticals to eligible residents (Wheeling Health Right); and offering orchestral programs to local communities (Wheeling Symphony Society).
Grantmaking
In 2025, the trust made 23 grants totaling $396,000. Awards ranged from $500 to $80,000, with a median grant of $5,000. Its largest awards were $80,000 to Oglebay Foundation for capital improvements, $50,000 to Northwood Health Systems for TMS treatment, and $45,000 to Youth Services System for a capital campaign. Other listed grants included $30,000 to House of the Carpenter for a food pantry, $30,000 to Holy Family Child Care Center for program assistance, and $25,000 each to Easter Seals, Mountaineer Food Bank, and Wheeling Health Right for program assistance.
The trust’s website says the initial approach is by letter or telephone, requests one proposal copy, and gives a general response time of within 90 days. It asks applicants to provide information on other sources and amounts of support, a detailed project description and funding request, a list of board members and other key people with affiliations, a recent annual report, audited financial statement, or Form 990, and an IRS determination letter. The website states that it does not make grants to individuals or for endowments, operating expenses, or general overhead. The 2025 filing says the foundation does not restrict giving to preselected organizations.
Open Grants
1 open opportunity from Albert Schenk III & Kathleen H
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Geographic Focus
Where this funder awards grants
The trust’s website limits giving to Wheeling, West Virginia, including Ohio and Marshall counties. All reported 2025 grant dollars went to recipients in West Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $269K (2024) to $543K (2022). In 2025 it made 23 grants totaling $396K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Oglebay Foundation Inc ($80K). Together the top 10 received $343K.
Grant Size Distribution
132 grants across all recorded years
The most common grant size was under $50K: 125 grants of 132 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oglebay Foundation Inc Wheeling, WV | Capital Improvements | $80,000 |
| Northwood Health Systems Wheeling, WV | TMS Treatment | $50,000 |
| Youth Services System Wheeling, WV | Capital Campaign | $45,000 |
| House of the Carpenter Wheeling, WV | Food Pantry | $30,000 |
| Holy Family Child Care Center Wheeling, WV | Program Assistance | $30,000 |
| Easter Seals Wheeling, WV | Program Assistance | $25,000 |
| Mountaineer Food Bank Gassaway, WV | Program Assistance | $25,000 |
| Wheeling Health Right Wheeling, WV | Program Assistance | $25,000 |
| Soup Kitchen of Greater WHG Wheeling, WV | Program Assistance | $20,000 |
| King's Daughters Child Care Wheeling, WV | Building Addition | $12,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $9,743,964 | $1,200,759 | $515,668 | $396,000 |
| 2024 | $8,956,386 | $493,811 | $368,876 | $269,400 |
| 2023 | $8,715,107 | $442,664 | $417,454 | $311,875 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $9,743,964 | $8,956,386 | $8,715,107 |
| Revenue | $1,200,759 | $493,811 | $442,664 |
| Expenses | $515,668 | $368,876 | $417,454 |
| Qualifying Distributions | $396,000 | $269,400 | $311,875 |
| Net Investment Income | $55,987 | $75,584 | $59,429 |
| Distributable Amount | $456,992 | $439,032 | $414,027 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 30, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 20, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists the following trustees: Louise S Coulling, Holly Welp, Frank A Bonacci, Mary S Hamilton, Karen S Sligar, Sara Yanko, Brian Bonacci, Chase Defelice, Sean Hughes, and Kristine Sligar.
Albert Schenk III & Kathleen H's 2025 filing lists 17 officers; 15 of 17 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alex Defelice
Trustee
On filings since 2020
1 hr/week
$1K (2020) → $2K (2025)
Brian Bonacci
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $2K (2025)
Brooke Wetmore
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $2K (2025)
Chance Bonacci
Trustee
On filings since 2020
$1K (2020) → $0 (2025)
Chase Defelice
Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2025)
Chelsee Bonacci
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $500 (2025)
Cole Bonacci
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $2K (2025)
Frank A. Bonacci
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $2K (2025)
Holly Welp
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $2K (2025)
Karen S. Sligar
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $2K (2025)
Mary S. Hamilton
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $2K (2025)
Natalie Hamilton
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $2K (2025)
Sara Yanko
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $2K (2025)
Sean Hughes
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $2K (2025)
Shelly Reardon
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $2K (2025)
Kristine Sligar
Trustee
On filings since 2021
1 hr/week
$3K (2021) → $1K (2025)
Louise S. Coulling
Trustee
On filings since 2020
No compensation reported
Former officers (2)
- Former: Kristine Luciano (2020) — Trustee
- Former: William N. Hogan Jr. (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Holly Welp (Trustee). 15 officers or directors reported compensation on that filing.
Contact
Application contact: Frank A Jackson Attorney At Law
Mailing address: 1031 National Road, Wheeling, WV 26003
Phone: (304) 243-5440
Email: lawyers@fajacksonlaw.com
Website: https://www.theschenkfoundation.com
Frequently asked questions about Albert Schenk III & Kathleen H
How much does Albert Schenk III & Kathleen H give each year?
Albert Schenk III & Kathleen H gave $396K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $269K across 18 grants.
What is Albert Schenk III & Kathleen H's typical grant size?
Albert Schenk III & Kathleen H's median grant in 2025 was $5,000, and its average grant was $17,217, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Albert Schenk III & Kathleen H that year got $15K on average.
Where does Albert Schenk III & Kathleen H give grants?
Albert Schenk III & Kathleen H gives mostly in West Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Wheeling, WV (19 grants).
Does Albert Schenk III & Kathleen H give general operating support?
Not in 2025: none of the 23 grants with a stated purpose on Albert Schenk III & Kathleen H's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Assistance" (17 grants).
Who are Albert Schenk III & Kathleen H's largest grantees?
Albert Schenk III & Kathleen H's largest 2025 grantees include Oglebay Foundation Inc ($80,000), Northwood Health Systems ($50,000) and Youth Services System ($45,000), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is Albert Schenk III & Kathleen H?
Albert Schenk III & Kathleen H reported $9.7M in total assets on its 2025 IRS Form 990-PF. It paid out $396K in qualifying distributions that year, against a required minimum of $457K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Albert Schenk III & Kathleen H fund?
The sources do not state a mission for the trust. Its 2025 grants included capital projects, food pantry support, and program assistance. See mission & focus areas ↑
How do I apply for a grant from Albert Schenk III & Kathleen H?
Albert Schenk III & Kathleen H has no public application process in the sources Grantable reviewed. Check theschenkfoundation.com for current guidelines, or contact the foundation directly before submitting a request.
What is Albert Schenk III & Kathleen H's EIN?
Albert Schenk III & Kathleen H's EIN (Employer Identification Number) is 55-0764535. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
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