Preservati Family Char Tr Fdn
Preservati Family Char Tr Fdn is a private foundation based in Princeton, West Virginia. Its 2025 grants supported organizations working in areas including Alzheimer’s disease research, health, hospital expansion, religious institutions, community services, and library infrastructure.
Key facts about Preservati Family Char Tr Fdn
In short: Preservati Family Char Tr Fdn gave $3.5M across 17 grants in 2025 (avg $207K), mostly in West Virginia. 65% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 26-6679325
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $3,512,500
- Grants made (2025)
- 17
- Average grant
- $206,618
- Median grant
- $75,000
- New grantees (estimate)
- 65% first-time grantees (11 of 17, 2025)
- Total assets
- $63,397,993
- Primary geography
- West Virginia (64% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$63.4M
+15.3% YoY
Annual Giving
$3.5M
+22.7% YoY
Grant Count
17
-29.2% YoY
Avg Grant Size
$207K
+73.2% YoY
Under IRS private-foundation payout rules, Preservati Family Char Tr Fdn reported a distributable amount of $4.0M for 2025 — the minimum it must pay out in qualifying distributions.
Is Preservati Family Char Tr Fdn open to new grantees?
65%
first-time grantees, 2025
In 2025, 11 of 17 grantees (65%) were first-time recipients. First grants averaged $254K; repeat grants $120K. How we count
Medians: $200K first-time, $63K repeat.
- 18% of 2025 grantees were also funded in 2024. Method
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 90% 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
No mission statement is provided. The 2025 grants show support for a range of organizations and purposes. For example, Smile Train says its primary purpose is to give people born with clefts the same opportunities in life as those born without clefts. Operation Smile describes its work as providing surgery for people with cleft lip and palate and other surgical conditions, along with medical education and health-system support. God’s Grace Ministry describes its services as including food and shelter for the community.
Grantmaking
In 2025, the foundation reported 17 grants totaling $3,512,500. Grant amounts ranged from $5,000 to $1,000,000, with a median grant of $75,000.
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Geographic Focus
Where this funder awards grants
In 2025, 64% of grant dollars went to recipients in West Virginia. Recipients in New York received 14%; Virginia, Washington, DC, and Tennessee each received 7%.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2.0M (2021) to $3.5M (2025). In 2025 it made 17 grants totaling $3.5M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was WVU Foundation Inc ($1.0M). Together the top 10 received $3.3M.
Grant Size Distribution
90 grants across all recorded years
The most common grant size was under $50K: 31 grants of 90 (34%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| WVU Foundation Inc Morgantown, WV | Alzheimer's Disease Research Fund | $1,000,000 |
| Stephen Siller Tunnel to Towers Fou Staten Island, NY | Operating Expenses | $500,000 |
| Roman Catholic Bishop Diocese Wheeling, WV | Infrastructure Improvements | $450,000 |
| Operation Smile Inc Virginia Beach, VA | Operating Expense | $250,000 |
| Smile Train Washington, DC | Operating Expense | $250,000 |
| St Jude Children's Resourch Hospita Memphis, TN | Operating Expenses | $250,000 |
| WVU Hospital Inc Morgantown, WV | Children's Hospital Expansion Fund | $250,000 |
| Holy Trinity Church Logan, WV | Renovation to Roof and Hvac System | $200,000 |
| Tender Mercies Ministry of PCTN Princeton, WV | Operating Expneses | $75,000 |
| Catholic Charities WV Inc Wheeling, WV | Flood Recovery Efforts | $50,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $63,397,993 | $16,294,065 | $3,797,476 | $3,512,500 |
| 2024 | $55,005,903 | $5,588,008 | $3,090,787 | $2,863,000 |
| 2023 | $52,681,993 | $6,632,083 | $3,105,709 | $2,918,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $63,397,993 | $55,005,903 | $52,681,993 |
| Revenue | $16,294,065 | $5,588,008 | $6,632,083 |
| Expenses | $3,797,476 | $3,090,787 | $3,105,709 |
| Qualifying Distributions | $3,560,500 | $2,876,033 | $2,918,025 |
| Net Investment Income | $9,102,675 | $2,029,120 | $3,527,799 |
| Distributable Amount | $3,956,587 | $3,525,732 | $2,937,866 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Richard G Preservati, Karen Wimmer, and Nicholas S Preservati as trustees.
Preservati Family Char Tr Fdn's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Richard G. Preservati
Trustee
Grantor & Trustee → Trustee, 2022
On filings since 2020
1 hr/week
No compensation reported
Karen Wimmer
Trustee
On filings since 2022
1 hr/week
No compensation reported
Nicholas S. Preservati
Trustee
On filings since 2022
1 hr/week
No compensation reported
Former officers (2)
- Former: Arnold D Lively CPA (2020–2021) — Trustee
- Former: N Karen Preservati (2020–2021) — Grantor & 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.
Contact
Mailing address: PO Box 1003, Princeton, WV 24740
Phone: (304) 425-8195
Website: https://charityscoop.info
Frequently asked questions about Preservati Family Char Tr Fdn
How much does Preservati Family Char Tr Fdn give each year?
Preservati Family Char Tr Fdn gave $3.5M across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.9M across 24 grants.
What is Preservati Family Char Tr Fdn's typical grant size?
Preservati Family Char Tr Fdn's median grant in 2025 was $75,000, and its average grant was $206,618, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Preservati Family Char Tr Fdn that year got $254K on average.
Where does Preservati Family Char Tr Fdn give grants?
Preservati Family Char Tr Fdn gives mostly in West Virginia: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (14%) and Virginia (7%). The most frequent recipient cities were Welch, WV (3 grants), Morgantown, WV (2 grants), Wheeling, WV (2 grants) and Princeton, WV (2 grants).
Does Preservati Family Char Tr Fdn give general operating support?
Yes: 41% of Preservati Family Char Tr Fdn's 2025 grants with a stated purpose (7 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Preservati Family Char Tr Fdn's largest grantees?
Preservati Family Char Tr Fdn's largest 2025 grantees include WVU Foundation Inc ($1,000,000), Stephen Siller Tunnel to Towers Fou ($500,000) and Roman Catholic Bishop Diocese ($450,000), according to its 2025 IRS Form 990-PF. Together they received 56% of its itemized 2025 grant dollars.
How large is Preservati Family Char Tr Fdn?
Preservati Family Char Tr Fdn reported $63.4M in total assets on its 2025 IRS Form 990-PF. It paid out $3.6M in qualifying distributions that year, against a required minimum of $4.0M (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 Preservati Family Char Tr Fdn fund?
No mission statement is provided. The 2025 grants show support for a range of organizations and purposes. For example, Smile Train says its primary purpose is to give people born with clefts the same opportunities in life as those born without clefts. See mission & focus areas ↑
How do I apply for a grant from Preservati Family Char Tr Fdn?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Preservati Family Char Tr Fdn's EIN?
Preservati Family Char Tr Fdn's EIN (Employer Identification Number) is 26-6679325. IRS Form 990 filing data is available on this page for 2020–2025.
Does Preservati Family Char Tr Fdn accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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