Preservati Family Char Tr Fdn

PRINCETON, WV EIN: 26-6679325

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$55.0M

+4.4% YoY

Annual Giving

$2.9M

-1.9% YoY

Grant Count

24

+100.0% YoY

Avg Grant Size

$119K

-50.9% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$7M$9M20202021202220232024
Metric202420232022
Total Assets$55,005,903$52,681,993$49,022,227
Revenue$5,588,008$6,632,083$5,524,288
Expenses$3,090,787$3,105,709$3,096,657
Qualifying Distributions$2,876,033$2,918,025$2,892,004
Net Investment Income$2,029,120$3,527,799$2,824,843
Distributable Amount$3,525,732$2,937,866$2,852,479

Giving Over Time

Total grant dollars and number of grants per year

$0$730K$1M$2M$3M24 grants202016 grants202121 grants202212 grants202324 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SCHWAB CHARITABLE$825KDIOCESE OF WHEELING-CHAR…$250KSHRINERS HOSPITALS FOR C…$250KCONCORD UNIVERSITY FOUND…$200KDAILY LIVING MINISTRIES$150KPRINCETON RESCUE SQUAD INC$150KJAMES H HARLESS FOUNDATI…$150KTHE CHILDREN'S HOME SOCI…$110KAMERICAN CANCER SOCIETY …$100KCHILDREN'S HOSPITAL OF P…$100K

Grant Size Distribution

97 grants across all recorded years

38<$50K22$50–100K18$100–250K15$250–500K3$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Preservati Family Char Tr Fdn fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICHARD G PRESERVATITRUSTEE1
KAREN WIMMERTRUSTEE1
NICHOLAS S PRESERVATITRUSTEE1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

11states
+3 more states

Cities

AthensAtlantaBaltimoreBeckleyBluefieldCaptivaCharlestonCoconut CreekEdmondsFort MyersGilbertLashmeetLewisburgLexingtonLindsideLouisvilleMemphisMorgantownNew YorkNitro

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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