Civic Intelligence

The Hamlin Jaeger and Massina Charitable Foundation

EIN 55-6627417 • 501(c)3 • Wheeling, WV

Profile

Making distribution to organizations for charitable, educational, scientific & literary purposes.

1300 Chapline StreetWheeling, WV 26003

securitynationaltrust.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$36,743

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

40th percentile

0.7%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

80%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,648,303

Up $61,021 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,648,303

Up $61,021 (+1.7%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin73rd percentile

Revenue

Up

$244,153

Up $27,220 (+13%) from 2023

Expenses

Up

$183,101

Up $9,623 (+5.5%) from 2023

Net Income

Up

$61,052

Up $17,597 (+40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,324,559Liabilities 2010: $0Net Assets 2010: $3,324,5592010Assets 2011: $3,277,158Liabilities 2011: $0Net Assets 2011: $3,277,1582011Assets 2012: $3,242,982Liabilities 2012: $0Net Assets 2012: $3,242,9822012Assets 2013: $3,256,251Liabilities 2013: $0Net Assets 2013: $3,256,2512013Assets 2014: $3,292,479Liabilities 2014: $0Net Assets 2014: $3,292,4792014Assets 2015: $3,275,741Liabilities 2015: $0Net Assets 2015: $3,275,7412015Assets 2016: $3,441,804Liabilities 2016: $0Net Assets 2016: $3,441,8042016Assets 2017: $3,487,223Liabilities 2017: $0Net Assets 2017: $3,487,2232017Assets 2018: $3,765,287Liabilities 2018: $0Net Assets 2018: $3,765,2872018Assets 2019: $3,804,646Liabilities 2019: $0Net Assets 2019: $3,804,6462019Assets 2020: $3,960,286Liabilities 2020: $0Net Assets 2020: $3,960,2862020Assets 2021: $3,974,489Liabilities 2021: $0Net Assets 2021: $3,974,4892021Assets 2022: $3,560,910Liabilities 2022: $0Net Assets 2022: $3,560,9102022Assets 2023: $3,587,282Liabilities 2023: $0Net Assets 2023: $3,587,2822023Assets 2024: $3,648,303Liabilities 2024: $0Net Assets 2024: $3,648,3032024

Highlighted filing

2024

Assets$3,648,303
Liabilities$0
Net Assets$3,648,303
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $128,3042010Expenses 2011: $123,4592011Expenses 2012: $123,6702012Revenue 2013: $144,992Expenses 2013: $131,723Net Income 2013: $13,2692013Revenue 2014: $166,163Expenses 2014: $129,935Net Income 2014: $36,2282014Revenue 2015: $123,175Expenses 2015: $139,913Net Income 2015: -$16,7382015Revenue 2016: $299,862Expenses 2016: $133,799Net Income 2016: $166,0632016Revenue 2017: $199,195Expenses 2017: $153,776Net Income 2017: $45,4192017Revenue 2018: $434,846Expenses 2018: $156,782Net Income 2018: $278,0642018Revenue 2019: $227,711Expenses 2019: $186,130Net Income 2019: $41,5812019Revenue 2020: $320,638Expenses 2020: $164,998Net Income 2020: $155,6402020Revenue 2021: $179,063Expenses 2021: $164,860Net Income 2021: $14,2032021Revenue 2022: $120,590Expenses 2022: $552,332Net Income 2022: -$431,7422022Revenue 2023: $216,933Expenses 2023: $173,478Net Income 2023: $43,4552023Revenue 2024: $244,153Expenses 2024: $183,101Net Income 2024: $61,0522024

Highlighted filing

2024

Revenue$244,153
Expenses$183,101
Net Income$61,052
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,648,303
Liabilities
$0
Net assets
$3,648,303
Revenue
$244,153
Expenses
$183,101
Net income
$61,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.24$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.22$0.17$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.12$0.55$0.43
2021Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.18$0.16$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.32$0.16$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.23$0.19$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.43$0.16$0.28
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.20$0.15$0.05
2016Summary only. Only limited summary data is available for this year.$3.44$0.00$3.44$0.30$0.13$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.17$0.13$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.14$0.13$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.00$3.24$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.00$3.32$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Gross Receipts
$624,458
Mission and Program Overview

Mission

Making distribution to organizations for charitable, educational, scientific & literary purposes.

Making distribution to organizations for charitable, educational, scientific, & literary purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,587,282$3,648,303▲ $61,021
Rtn Earn Endowment Incm Other Fnds$3,587,282$3,648,303▲ $61,021
Total Assets$3,587,282$3,648,303▲ $61,021
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,587,282$3,648,303▲ $61,021
Total Liabilities and Net Assets / Fund Balance$3,587,282$3,648,303▲ $61,021
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
-Trustee$23,881$23,881
Larry a CarpenterTrustee$13,935$13,935
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$244,153
Other Revenue
$0
Change in Net Assets
$61,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$119,500
Salaries, Compensation, and Employee Benefits$37,816
Other Expenses$25,785
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$119,500--$119,500
Current Officers, Directors, Trustees, and Key Employees$37,816--$37,816
Fees for Service Investment Mgmnt Fees-$23,880-$23,880
Fees for Services Accounting-$1,325-$1,325
All Other Expenses-$580-$580
Total Functional Expenses$157,316$25,785$0$183,101
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is to the trustee & the trust administrator for review of accuracy and completeness before the return is filed.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Hamlin Jaeger and Massina Charitable
EIN
55-6627417
Phone
3042335215
Address
1300 CHAPLINE STREET, WHEELING, WV 26003

Signing Officer

Name
Scott Cunningham
Title
CEO
Phone
3042335215
Signed
2025-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
H Edward Johnson
Legal Domicile
Wv
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Trust Processing Solutions
Address
PO BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“TIMING DIFFERENCES”

Raw XML Appendix393 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MAKING DISTRIBUTION TO ORGANIZATIONS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, & LITERARY PURPOSES.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0580
IRS990/AllOtherExpensesGrp/TotalAmt0580
IRS990/BooksInCareOfDetail/PersonNm0ED JOHNSON
IRS990/BooksInCareOfDetail/PhoneNum03042335215
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01300 CHAPLINE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WHEELING
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd026003
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt037816
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt037816
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0119500
IRS990/CYInvestmentIncomeAmt0244153
IRS990/CYOtherExpensesAmt025785
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt061052
IRS990/CYSalariesCompEmpBnftPaidAmt037816
IRS990/CYTotalExpensesAmt0183101
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0244153
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MAKING DISTRIBUTIONS TO 509(A)(1) ORGANIZATIONS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, OR LITERARY PURPOSES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0157316
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01325
IRS990/FeesForServicesAccountingGrp/TotalAmt01325
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt023880
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023880
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0SECURITY NATIONAL TRUST CO
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY A CARPENTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt013935
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt123881
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt088698
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0119500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0119500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0119500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0469003
IRS990/GrossReceiptsAmt0624458
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0155455
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0155455
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03587282
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03648303
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0380305
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MAKING DISTRIBUTION TO ORGANIZATIONS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, & LITERARY PURPOSES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03587282
IRS990/NetAssetsOrFundBalancesEOYAmt03648303
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt088698
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-31
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0H EDWARD JOHNSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0116280
IRS990/PYInvestmentIncomeAmt0216933
IRS990/PYOtherExpensesAmt023312
IRS990/PYRevenuesLessExpensesAmt043455
IRS990/PYSalariesCompEmpBnftPaidAmt033886
IRS990/PYTotalExpensesAmt0173478
IRS990/PYTotalRevenueAmt0216933
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt061052
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03587282
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03648303
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0155455
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0149717
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt025785
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt023312
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0155455
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0149717
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0129670
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0126405
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0126405
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0214409
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0214409
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0107444
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0214409
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0214409
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0214409
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0157316
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0157316
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt086218
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0150166
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0150461
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0243534
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0157316
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt086218
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0300627
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt037816
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0214409
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0119500
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0157316
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt07012711
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt06219261
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt07012711
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt06219261
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0105191
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt093289
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06907520
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt06125972
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0241763
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0214409
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt07012711
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt06219261
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0241763
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0214409
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt010
IRS990ScheduleA/SupportedOrganizationsTotalCnt010
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952651592
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1550481759
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2550355045
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3550357023
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4550284240
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5550672755
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6550609285
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7556000912
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8311149085
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9550615693
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd5true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd6true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd7true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd8true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd9true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd23
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd31
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd51
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd67
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd71
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd83
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd93
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08852
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt18852
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt239834
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt38852
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt48852
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt58852
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt68852
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt710152
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt87551
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt98852
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CRYSTAL CATHEDRAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1GLEN DALE UNITED METHODIST CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2REYNOLDS MEMORIAL HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3DIOCESE OF WHEELING-CHARLESTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4SEEING HAND ASSOCIATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5SHORT CREEK UNITED METHODIST CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6SOUP KITCHEN OF GREATER WHEELING INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7WARWOOD CHRISTIAN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8WHEELING HEALTH RIGHT INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt9RIVER VALLEY HEALTH FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0119501
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS TO THE TRUSTEE & THE TRUST ADMINISTRATOR FOR REVIEW OF ACCURACY AND COMPLETENESS BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TIMING DIFFERENCES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WV
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03587282
IRS990/TotalAssetsEOYAmt03648303
IRS990/TotalAssetsGrp/BOYAmt03587282
IRS990/TotalAssetsGrp/EOYAmt03648303
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025785
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0157316
IRS990/TotalFunctionalExpensesGrp/TotalAmt0183101
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03587282
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03648303
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0157316
IRS990/TotalReportableCompFromOrgAmt037816
IRS990/TotalRevenueGrp/ExclusionAmt0155455
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0244153
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03587282
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03648303
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01300 CHAPLINE STREET
IRS990/USAddress/CityNm0WHEELING
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd026003
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0SECURITYNATIONALTRUST.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT CUNNINGHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03042335215
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAMLIN JAEGER AND MASSINA CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0HAML
ReturnHeader/Filer/EIN0556627417
ReturnHeader/Filer/PhoneNum03042335215
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 CHAPLINE STREET
ReturnHeader/Filer/USAddress/CityNm0WHEELING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02025-05-08T14:01:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.