The Hamlin Jaeger And Massina Charitable Foundation

Wheeling, WV
Tax-exempt since June 2004
EIN: 55-6627417

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Philanthropy, Charity, Voluntarism Promotion, General (NTEE)

Donations to this organization are tax deductible.

Revenue

$244k (2024)

Expenses

$183k (2024)

Total Assets

$3.65M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$244,153

Expenses

$183,101

Net Income

$61,052

Net Assets

$3,648,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$155,455	63.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$88,698	36.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$37,816	20.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,648,303
Total Liabilities	$0
Net Assets	$3,648,303

Compensation

Key Employees and Officers	Compensation	Related	Other
Security National Trust Co (Trustee)	$23,881	$0	$0
Larry A Carpenter (Trustee)	$13,935	$0	$0

990

Filed on May 8, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$216,933

Expenses

$173,478

Net Income

$43,455

Net Assets

$3,587,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$149,715	69.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$67,218	31.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$33,886	19.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,587,282
Total Liabilities	$0
Net Assets	$3,587,282

Compensation

Key Employees and Officers	Compensation	Related	Other
Security National Trust Co (Trustee)	$21,820	$0	$0
Larry A Carpenter (Trustee)	$12,065	$0	$0

990

Filed on May 8, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$120,590

Expenses

$552,332

Net Income

-$431,742

Net Assets

$3,560,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$138,117	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$17,527
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$34,446	6.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,560,910
Total Liabilities	$0
Net Assets	$3,560,910

Compensation

Key Employees and Officers	Compensation	Related	Other
Security National Trust Co (Trustee)	$22,131	$0	$0
Larry A Carpenter (Trustee)	$12,315	$0	$0

990

Filed on May 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$179,063

Expenses

$164,860

Net Income

$14,203

Net Assets

$3,974,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$138,301	77.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,697	3.7%
Net Inventory Sales	$0
Other Revenue	$34,065	19.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,974,489
Total Liabilities	$0
Net Assets	$3,974,489

Compensation

Key Employees and Officers	Compensation	Related	Other
Security National Trust Company (Trustee)	$22,728	$0	$0
Larry A Carpenter (Trustee)	$6,404	$0	$0

990

Filed on May 25, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$320,638

Expenses

$164,998

Net Income

$155,640

Net Assets

$3,960,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$144,783	45.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$136,285	42.5%
Net Inventory Sales	$0
Other Revenue	$39,570	12.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,960,286
Total Liabilities	$0
Net Assets	$3,960,286

Compensation

Key Employees and Officers	Compensation	Related	Other
Security National Trust Company (Trustee)	$42,011	$0	$0
Larry A Carpenter (Trustee)	$5,202	$0	$0

990

Filed on March 4, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$227,711

Expenses

$186,130

Net Income

$41,581

Net Assets

$3,804,646

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$146,759	64.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$35,278	15.5%
Net Inventory Sales	$0
Other Revenue	$45,674	20.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,804,646
Total Liabilities	$0
Net Assets	$3,804,646

Compensation

Key Employees and Officers	Compensation	Related	Other
Security National Trust Company (Trustee)	$40,848	$0	$0
Larry A Carpenter (Trustee)	$0	$0	$0

990

Filed on May 21, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$434,846

Expenses

$156,782

Net Income

$278,064

Net Assets

$3,765,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$138,647	31.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$246,787	56.8%
Net Inventory Sales	$0
Other Revenue	$49,412	11.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,765,287
Total Liabilities	$0
Net Assets	$3,765,287

Compensation

Key Employees and Officers	Compensation	Related	Other
Larry A Carpenter (Trustee)	$0	$0	$0
Security National Trust Company (Trustee)	$0	$40,505	$0

990

Filed on April 30, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$199,195

Expenses

$153,776

Net Income

$45,419

Net Assets

$3,487,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$131,484	66.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$35,707	17.9%
Net Inventory Sales	$0
Other Revenue	$32,004	16.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,487,223
Total Liabilities	$0
Net Assets	$3,487,223

Compensation

Key Employees and Officers	Compensation	Related	Other
Security National Trust Company (Trustee)	$38,765	$0	$0

990

Filed on Oct. 9, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$299,862

Expenses

$133,799

Net Income

$166,063

Net Assets

$3,441,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$120,601	40.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$177,607	59.2%
Net Inventory Sales	$0
Other Revenue	$1,654	0.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,441,804
Total Liabilities	$0
Net Assets	$3,441,804

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$123,175

Expenses

$139,913

Net Income

-$16,738

Net Assets

$3,275,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$121,467	98.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,365	1.1%
Net Inventory Sales	$0
Other Revenue	$343	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,275,741
Total Liabilities	$0
Net Assets	$3,275,741

Compensation

Key Employees and Officers	Compensation	Related	Other
Security National Trust Company (Trustee)	$36,743	$0	$0

990

Filed on Feb. 22, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$166,163

Expenses

$129,935

Net Income

$36,228

Net Assets

$3,292,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$115,700	69.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$49,399	29.7%
Net Inventory Sales	$0
Other Revenue	$1,064	0.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,292,479
Total Liabilities	$0
Net Assets	$3,292,479

Compensation

Key Employees and Officers	Compensation	Related	Other
Security National Trust Company (Trustee)	$35,957	$0	$0

990

Filed on Sept. 21, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$144,992

Expenses

$131,723

Net Income

$13,269

Net Assets

$3,256,251

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$115,341	79.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$29,651	20.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,256,251
Total Liabilities	$0
Net Assets	$3,256,251

Compensation

Key Employees and Officers	Compensation	Related	Other
Security National Trust Company (Trustee)	$33,696	$0	$0

990

Filed on May 13, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$89,494

Expenses

$123,670

Net Income

-$34,176

Net Assets

$3,242,982

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$109,822	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$21,215
Net Inventory Sales	$0
Other Revenue	$887	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,242,982
Total Liabilities	$0
Net Assets	$3,242,982

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$76,058

Expenses

$123,459

Net Income

-$47,401

Net Assets

$3,277,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$110,277	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$35,451
Net Inventory Sales	$0
Other Revenue	$1,232	1.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,277,158
Total Liabilities	$0
Net Assets	$3,277,158

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated December 5, 2025

The Hamlin Jaeger And Massina Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $244k (2024)

Expenses $183k (2024)

Total Assets $3.65M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Revenue

$244k (2024)

Expenses

$183k (2024)

Total Assets

$3.65M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003