Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 03-01-2015 , and ending 02-29-2016
Name of foundation
PHYLLIS A BENEKE
 
Number and street (or P.O. box number if mail is not delivered to street address)1 BANK PLAZA
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WHEELING, WV26003
A Employer identification number

55-6106147
B Telephone number (see instructions)

(304) 234-9400
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,795,922J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 50,235 50,235  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 327,887
b Gross sales price for all assets on line 6a 3,395,653
7 Capital gain net income (from Part IV, line 2)... 327,887
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 378,122 378,122  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,038 9,029   3,010
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 1,468 1,468 0 0
b Accounting fees (attach schedule)....... Click to see attachment 550 275 0 275
c Other professional fees (attach schedule).... Click to see attachment 12,038 9,029   3,010
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,563 563   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 234 234    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,891 20,598 0 6,295
25 Contributions, gifts, grants paid....... 143,500 143,500
26 Total expenses and disbursements. Add lines 24 and 25 173,391 20,598 0 149,795
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 204,731
b Net investment income (if negative, enter -0-) 357,524
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 250,846 206,751 206,751
3 Accounts receivable bullet349
Less: allowance for doubtful accounts bullet   509 349 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,728,090 Click to see attachment1,713,518 1,637,084
c Investments—corporate bonds (attach schedule)....... 154,023 Click to see attachment954,925 952,087
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 535,155   0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,668,623 2,875,543 2,795,922
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,668,623 2,875,543
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 2,668,623 2,875,543
31 Total liabilities and net assets/fund balances (see instructions). 2,668,623 2,875,543
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,668,623
2
Enter amount from Part I, line 27a .....................
2
204,731
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,189
4
Add lines 1, 2, and 3 ..........................
4
2,875,543
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,875,543
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 5054.918 INVESCO BALANCED-RISK ALLOCATION FD.Y   2014-04-25 2015-04-23
b 3274.188 INVESCO BALANCED RISK COMMODITY STRATEGY   2013-12-02 2015-04-23
c 3192.746 BROWN ADVISORY WMC JAPAN ALPHA OPPORTUNI   2014-03-13 2015-04-23
d 2465.48 COLUMBIA ASIA PAX X-JPN FD R5 #5454   2010-06-16 2015-04-23
e 1484.608 COLUMBIA ASIA PAX X-JPN FD R5 #5454   2014-10-16 2015-04-23
6563.78 EQUINOX CAMPBELL STRATEGY FUND I     2015-04-23
4762.83 GOTHAM ABSOLUTE RETURN FUND-INS   2014-01-13 2015-04-23
3185.323 GATEWAY FUND CLASS Y #1986     2015-04-23
9334.302 JP MORGAN GLOBAL RESEARCH ENHANCED INDEX     2015-04-23
1551.768 JPMORGAN CHINA REGION FUND     2015-04-23
1572.487 JP MORGAN EQUITY INDEX FD SELECT CL #312     2015-04-23
8493.356 JP MORGAN MARKET EXPANSION INDEX SEL #   2009-09-28 2015-04-23
3934.938 MATTHEWS ASIA DIVIDEND FUND     2015-04-23
55. ABBOTT LABORATORIES     2015-05-06
56. ADOBE SYSTEMS     2015-05-06
276. ALCOA INC     2015-05-06
12. ALEXION PHARMACEUTICALS,INC.   2013-05-07 2015-05-06
9. ALLIANCE DATA SYSTEMS CORP.     2015-05-06
56. ANADARKO PETROLEUM CORP     2015-05-06
6. ANADARKO PETROLEUM CORP   2014-10-21 2015-05-06
25. APPLE INC     2015-05-06
604. BANK OF AMERICA     2015-05-06
4. BIOGEN INC   2014-05-08 2015-05-06
16. BIOGEN INC   2010-03-22 2015-05-06
8. BLACKROCK INC   2014-10-29 2015-05-06
120. BOSTON SCIENTIFIC CORP     2015-05-06
157. BOSTON SCIENTIFIC CORP     2015-05-06
123. BRISTOL-MYERS SQUIBB COMPANY     2015-05-06
139. CSX CORP     2015-05-06
24.02 CALIFORNIA RESOURCES CORP     2015-05-06
27.98 CALIFORNIA RESOURCES CORP     2015-05-06
54. CAPITAL ONE FINANCIAL     2015-05-06
22. CHARTER COMMUNICATIONS INC     2015-05-06
123. CISCO SYSTEMS   2002-12-11 2015-05-06
164. CITIGROUP     2015-05-06
73. COCA-COLA CO     2015-05-06
35. COLGATE-PALMOLIVE COMPANY     2015-05-06
176. COMCAST CORP. CLASS A SHARES     2015-05-06
29. CONSTELLATION BRANDS, INC.     2015-05-06
41. DANAHER CORP   2014-09-11 2015-05-06
65. DISH NETWORK CORP A     2015-05-06
39. DOMINION RESOURCES INC.     2015-05-06
59. EI DU PONT DE NEMOURS CO.     2015-05-06
54. EMERSON ELECTRIC CO     2015-05-06
70. EXXON MOBIL CORP   1996-07-31 2015-05-06
110. FACEBOOK INC     2015-05-06
69. FLUOR CORP.     2015-05-06
32. FLOWSERVE CORP     2015-05-06
175. GENERAL MOTORS CO     2015-05-06
54. GENERAL MOTORS CO     2015-05-06
21. GILEAD SCIENCES INC   2014-10-30 2015-05-06
4.9615 GOOGLE INC CLASS C SHARES     2015-05-06
14.0383 GOOGLE INC CLASS C SHARES     2015-05-06
43. HARMAN INTERNATIONAL     2015-05-06
82. HARTFORD FINANCIAL CORP     2015-05-06
28. HUMANA INC.     2015-05-06
11. HUMANA INC.     2015-05-06
15. INTERCONTINENTALEXCHANGE GRP     2015-05-06
55. KLA-TENCOR CORP     2015-05-06
36. KLA-TENCOR CORP     2015-05-06
37. LAM RESEARCH     2015-05-06
23. LAM RESEARCH     2015-05-06
140. LOWES COS INC     2015-05-06
83. MARATHON OIL CORP     2015-05-06
45. MARATHON OIL CORP     2015-05-06
24. MARSH & MCLENNAN CO     2015-05-06
75. MARSH & MCLENNAN CO     2015-05-06
83. MERCK & CO     2015-05-06
26. MERCK & CO   2014-09-09 2015-05-06
151. METLIFE INC.     2015-05-06
21. MORGAN STANLEY   2014-09-16 2015-05-06
195. MORGAN STANLEY     2015-05-06
67. THE MOSAIC CO     2015-05-06
38. NEXTERA ENERGY     2015-05-06
75. NISOURCE INC     2015-05-06
61. OCCIDENTAL PETROLEUM     2015-05-06
71. OCCIDENTAL PETROLEUM     2015-05-06
121. ORACLE CORP   2009-10-13 2015-05-06
99. PACCAR INC     2015-05-06
13. PACCAR INC   2014-09-11 2015-05-06
43. PEPSICO INC     2015-05-06
48. PHILIP MORRIS INTL     2015-05-06
31. PHILLIPS 66     2015-05-06
1753.954 PIMCO COMMODITY PLUS STRATEGY FD. P #   2014-06-11 2015-05-06
3. PRICELINE.COM INC.     2015-05-06
1. PRICELINE.COM INC.   2014-10-13 2015-05-06
78. PROCTER & GAMBLE CO.     2015-05-06
112. SCHLUMBERGER LTD     2015-05-06
52. STATE STREET CORP     2015-05-06
29. STRYKER CORP     2015-05-06
51. TJX COMPANIES INC     2015-05-06
158. TIME WARNER     2015-05-06
37. TWENTY-FIRST CENTURY FOX CL A     2015-05-06
102. TWENTY-FIRST CENTURY FOX CL A   2014-04-29 2015-05-06
101. UNITED CONTINENTAL HOLDINGS     2015-05-06
102. UNITEDHEALTH GROUP     2015-05-06
21. UNITEDHEALTH GROUP     2015-05-06
11. VERTEX PHARMACEUTICALS INC   2014-09-09 2015-05-06
28. VERTEX PHARMACEUTICALS INC     2015-05-06
70. YUM! BRANDS     2015-05-06
44. ACCENTURE PLC     2015-05-06
26. PERRIGO CO PLC     2015-05-06
103. AVAGO TECHNOLOGIES LTD     2015-05-06
.0522 GOOGLE INC CLASS C SHARES   2014-05-08 2015-05-19
729.496 ASTON FAIRPOINTE MID CAP FD.-I   2011-08-23 2015-07-01
2989.044 ARTISAN INT'L FUND #661   2014-01-23 2015-07-01
2461.997 ARTISAN INTERNATIONAL VALUE FD-I #1466     2015-07-01
425. BROADCOM CORP     2015-07-01
11. CONOCOPHILLIPS   2015-05-06 2015-07-01
3595.725 DODGE & COX INT'L STOCK FD. #1048     2015-07-01
3075.462 DOUBLELINE TOTAL RETURN BOND FUND-I #204     2015-07-01
290. FMC CORPORATION   2015-05-06 2015-07-01
14465.436 GOLDMAN SACHS STRAEGIC INCOME FUND INST   2013-12-02 2015-07-01
5409.242 HSBC TOTAL RETURN FUND I   2012-08-15 2015-07-01
6185.13 OAKMARK INTL FUND #109     2015-07-01
520. I SHARES MSCI EAFE INDEX FUND   2014-08-29 2015-07-01
2502. I SHARES MSCI EAFE INDEX FUND     2015-07-01
84. JOHNSON & JOHNSON     2015-07-01
1716.218 JP MORGAN MID CAP EQUITY FUND SEL   2011-10-07 2015-07-01
2544.473 JP MORGAN CORE BD FD - SEL FUND #3720   2013-08-15 2015-07-01
8454.347 JP MORGAN SHORT DURATION BOND FD-SL #313     2015-07-01
80. PRECISION CASTPARTS CORP   2015-05-06 2015-07-01
100. QUALCOMM INC   2015-05-06 2015-07-01
90. QUALCOMM INC     2015-07-01
313. SPDR S&P 500 ETF     2015-07-01
641. SPDR S&P 500 ETF     2015-07-01
.1111 TOPBUILD CORP   2013-09-19 2015-07-22
3. AMGEN INC.   2015-05-06 2015-09-15
8. CARDINAL HEALTH INC.   2015-05-06 2015-09-15
14. CELGENE CORP   2009-04-02 2015-09-15
9. COSTCO WHOLESALE CORP     2015-09-15
217.747 FEDERATED TOTAL RETURN BD FD #328   2015-07-01 2015-09-15
93.755 FIDELITY STRATEGIC INCOME FUND #368   2015-04-23 2015-09-15
9. GENERAL MILLS INC   2009-01-20 2015-09-15
7. GOOGLE INC     2015-09-15
13. HOME DEPOT INC.     2015-09-15
53. I SHARES CORE TOTAL U.S. BOND MARKET ETF   2015-07-01 2015-09-15
20. I SHARES IBOXX $ INV GRADE CORP BOND FD   2015-04-23 2015-09-15
23. LENNAR CORP   2015-07-01 2015-09-15
27. MASCO CORP   2013-09-19 2015-09-15
3. MASTERCARD INC CLASS A   2013-05-09 2015-09-15
28. MONDELEZ INTERNATIONAL     2015-09-15
3. NATIONAL RETAIL PROPERTIES INC   2015-05-06 2015-09-15
9. PALO ALTO NETWORKS   2015-07-01 2015-09-15
17. TOPBUILD CORP   2015-05-06 2015-09-15
23. TOPBUILD CORP     2015-09-15
551.508 VANGUARD S/T INVEST GR-ADM #539   2015-04-23 2015-09-15
1. ALLERGAN PLC   2014-09-09 2015-09-15
2. ACE LIMITED   2012-06-01 2015-09-15
3. AVAGO TECHNOLOGIES LTD   2015-07-01 2015-09-15
5. APPLE INC   2014-05-29 2015-09-30
18. AUTOMATIC DATA PROCESSING   2015-07-01 2015-09-30
5. BOEING CO.   2015-05-06 2015-09-30
7. BORGWARNER, INC.   2015-05-06 2015-09-30
277. CF INDUSTRIES HLDGS     2015-09-30
6. CVS HEALTH CORP   2014-03-26 2015-09-30
43. CHEVRON CORPORATION   2015-05-06 2015-09-30
69. CONOCOPHILLIPS   2015-05-06 2015-09-30
121. CONTINENTAL RESOURCES   2015-05-06 2015-09-30
10. COSTCO WHOLESALE CORP     2015-09-30
3. COSTCO WHOLESALE CORP   2015-05-06 2015-09-30
9. WALT DISNEY COMPANY     2015-09-30
6. DOW CHEMICAL CO     2015-09-30
2. FEDEX CORP   2015-07-01 2015-09-30
24. GENERAL MILLS INC   2009-01-20 2015-09-30
1. GOOGLE INC   2012-07-11 2015-09-30
12. HOME DEPOT INC.     2015-09-30
1. HONEYWELL INTERNATIONAL INC   2013-10-23 2015-09-30
20. JOHNSON & JOHNSON     2015-09-30
125. MARATHON PETROLEUM CORP     2015-09-30
17. MASTERCARD INC CLASS A     2015-09-30
1. MCKESSON CORP   2015-07-01 2015-09-30
145. MICROSOFT CORP   1996-01-10 2015-09-30
20. MONDELEZ INTERNATIONAL     2015-09-30
39. NATIONAL RETAIL PROPERTIES INC   2015-05-06 2015-09-30
11. PNC FINANCIAL SERVICES GROUP   2015-07-01 2015-09-30
2. PALO ALTO NETWORKS   2015-07-01 2015-09-30
9. PRUDENTIAL FINANCIAL INC   2015-07-01 2015-09-30
32. QUANTA SERVICES INC   2015-07-01 2015-09-30
36. TEXAS INSTRUMENTS INC   2015-05-06 2015-09-30
13. TOPBUILD CORP   2015-05-06 2015-09-30
34. US BANCORP   2015-07-01 2015-09-30
94. UNION PACIFIC CORP   2015-05-06 2015-09-30
32. UNION PACIFIC CORP     2015-09-30
6. UNITED TECHNOLOGIES CORP     2015-09-30
119. VERIZON COMMUNICATIONS     2015-09-30
19. WELLS FARGO & CO     2015-09-30
1. EATON CORP PLC   2015-05-06 2015-09-30
18. INVESCO LTD     2015-09-30
18. ACE LIMITED     2015-09-30
11. LYONDELLBASELL INDUSTRIES NV CLASS A   2015-07-01 2015-09-30
406. MYLAN NV     2015-09-30
2685.623 ABERDEEN EMERGING MKTS FD.INST   2015-07-01 2016-02-10
471.852 INVESCO INT'L GROWTH FD-I   2015-07-01 2016-02-10
9. AMGEN INC.   2015-05-06 2016-02-10
18. APPLE INC     2016-02-10
4. AUTOMATIC DATA PROCESSING   2015-07-01 2016-02-10
1. CARDINAL HEALTH INC.   2015-05-06 2016-02-10
11. CHEVRON CORPORATION   2015-05-06 2016-02-10
197. CONOCOPHILLIPS     2016-02-10
4. COSTCO WHOLESALE CORP   2015-05-06 2016-02-10
5. DANAHER CORP   2015-09-30 2016-02-10
45. DOW CHEMICAL CO     2016-02-10
927.387 FEDERATED TOTAL RETURN BD FD #328   2015-07-01 2016-02-10
10190.717 FIDELITY STRATEGIC INCOME FUND #368     2016-02-10
4. GENERAL MILLS INC   2009-01-20 2016-02-10
266. HAIN CELESTIAL GROUP, INC.     2016-02-10
2. HOME DEPOT INC.   2012-03-20 2016-02-10
1095. I SHARES CORE TOTAL U.S. BOND MARKET ETF   2015-07-01 2016-02-10
89. I SHARES IBOXX $ INV GRADE CORP BOND FD   2015-04-23 2016-02-10
492. I SHARES RUSSELL 2000 INDEX FUND   2015-07-01 2016-02-10
1074. I SHARES MSCI ACWX INDEX FUND ETF   2015-07-01 2016-02-10
22. JOHNSON & JOHNSON     2016-02-10
11. MARATHON PETROLEUM CORP   2015-05-06 2016-02-10
23. MASCO CORP     2016-02-10
32. MASTERCARD INC CLASS A     2016-02-10
4. MERCK & CO   2015-09-30 2016-02-10
61. NATIONAL RETAIL PROPERTIES INC   2015-05-06 2016-02-10
675. QUANTA SERVICES INC     2016-02-10
30. SPDR S&P 500 ETF   2014-10-16 2016-02-10
32. TEXAS INSTRUMENTS INC   2015-05-06 2016-02-10
106. UNION PACIFIC CORP     2016-02-10
741.449 VANGUARD EQUITY INCOME FD. ADM. #565   2015-07-01 2016-02-10
2752.897 VANGUARD S/T INVEST GR-ADM #539   2015-04-23 2016-02-10
64. VERIZON COMMUNICATIONS   2015-05-06 2016-02-10
25. VERIZON COMMUNICATIONS   2006-12-18 2016-02-10
5. ALLERGAN PLC     2016-02-10
111. EATON CORP PLC   2015-05-06 2016-02-10
15. CHUBB LIMITED     2016-02-10
170. LYONDELLBASELL INDUSTRIES NV CLASS A     2016-02-10
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 61,518   61,670 -152
b 24,098   28,911 -4,813
c 40,484   30,810 9,674
d 38,757   28,895 9,862
e 23,338   20,740 2,598
81,785   68,535 13,250
65,727   61,250 4,477
96,006   86,575 9,431
180,245   147,325 32,920
40,299   28,473 11,826
66,312   56,945 9,367
113,386   70,750 42,636
69,491   60,386 9,105
2,558   2,324 234
4,162   1,995 2,167
3,791   4,620 -829
1,819   1,160 659
2,683   1,590 1,093
5,061   4,146 915
542   548 -6
3,108   1,294 1,814
9,782   7,109 2,673
1,536   1,152 384
6,142   957 5,185
2,909   2,644 265
2,074   1,541 533
2,714   2,115 599
7,979   4,864 3,115
4,984   3,010 1,974
204     204
238     238
4,463   2,913 1,550
4,058   3,553 505
3,538   1,721 1,817
8,598   5,960 2,638
2,952   3,228 -276
2,369   2,152 217
10,110   3,986 6,124
3,336   2,527 809
3,364   3,162 202
4,318   2,431 1,887
2,739   2,732 7
4,280   4,028 252
3,141   2,614 527
6,185   1,440 4,745
8,531   8,337 194
4,060   3,553 507
1,808   2,461 -653
6,059   5,305 754
1,870   1,801 69
2,143   2,394 -251
2,590   2,819 -229
7,327   5,186 2,141
5,237   4,226 1,011
3,334   2,477 857
4,556   2,040 2,516
1,790   1,316 474
3,399   2,261 1,138
3,178   3,122 56
2,080   2,725 -645
2,758   1,551 1,207
1,714   1,637 77
9,829   2,875 6,954
2,460   3,001 -541
1,334   1,770 -436
1,346   1,208 138
4,207   3,392 815
4,979   2,876 2,103
1,560   1,581 -21
7,759   4,675 3,084
772   737 35
7,167   4,305 2,862
2,977   3,245 -268
3,766   2,967 799
3,165   2,110 1,055
4,834   5,550 -716
5,626   3,630 1,996
5,207   2,537 2,670
6,371   2,927 3,444
837   788 49
4,082   4,049 33
4,000   3,956 44
2,471   1,434 1,037
13,997   19,960 -5,963
3,817   2,082 1,735
1,272   1,058 214
6,250   4,236 2,014
10,348   9,349 999
4,040   3,078 962
2,685   2,433 252
3,352   2,914 438
13,224   3,087 10,137
1,240   1,280 -40
3,417   3,269 148
6,004   4,243 1,761
11,525   5,065 6,460
2,373   1,625 748
1,358   1,026 332
3,456   1,163 2,293
6,267   2,425 3,842
4,097   3,578 519
4,909   4,039 870
11,972   3,430 8,542
28   27 1
30,267   19,821 10,446
93,467   90,030 3,437
88,386   59,896 28,490
22,102   18,581 3,521
671   743 -72
157,888   151,085 6,803
33,338   33,605 -267
15,139   17,287 -2,148
145,522   152,751 -7,229
56,689   55,499 1,190
153,453   143,950 9,503
33,396   34,656 -1,260
160,688   148,083 12,605
8,246   6,544 1,702
82,190   48,970 33,220
29,541   29,465 76
91,983   90,953 1,030
16,111   16,571 -460
6,304   6,804 -500
5,674   2,896 2,778
64,951   60,584 4,367
133,015   116,831 16,184
3   3  
454   477 -23
676   680 -4
1,732   276 1,456
1,276   1,108 168
2,352   2,367 -15
983   679 304
504   271 233
4,647   2,697 1,950
1,505   1,020 485
5,766   5,737 29
2,302   2,425 -123
1,203   1,179 24
736   532 204
275   166 109
1,192   882 310
104   111 -7
1,633   1,593 40
592   457 135
801   357 444
5,852   5,923 -71
302   233 69
202   141 61
401   409 -8
544   452 92
1,443   1,457 -14
652   707 -55
288   425 -137
12,393   16,369 -3,976
577   453 124
3,357   4,652 -1,295
3,295   4,663 -1,368
3,409   6,013 -2,604
1,442   1,205 237
433   435 -2
913   601 312
252   190 62
287   344 -57
1,346   724 622
631   286 345
1,379   679 700
94   86 8
1,862   1,448 414
5,735   6,452 -717
1,524   869 655
185   227 -42
6,393   745 5,648
833   450 383
1,415   1,390 25
974   1,072 -98
339   354 -15
683   805 -122
772   929 -157
1,773   1,928 -155
400   350 50
1,389   1,497 -108
8,296   10,086 -1,790
2,824   3,297 -473
531   439 92
5,159   4,994 165
970   601 369
51     51
556   334 222
1,848   1,257 591
911   1,144 -233
16,122   26,394 -10,272
28,548   36,498 -7,950
13,537   16,029 -2,492
1,312   1,428 -116
1,719   339 1,380
326   324 2
79   85 -6
915   1,190 -275
6,551   12,169 -5,618
595   580 15
429   425 4
2,098   1,394 704
9,895   10,081 -186
101,500   109,897 -8,397
226   121 105
9,151   17,328 -8,177
229   99 130
120,134   118,529 1,605
10,115   10,791 -676
47,721   61,931 -14,210
38,107   48,011 -9,904
2,251   1,589 662
356   550 -194
593   378 215
2,691   1,166 1,525
200   197 3
2,726   2,258 468
11,758   18,983 -7,225
5,621   5,589 32
1,619   1,713 -94
8,186   10,431 -2,245
43,123   48,001 -4,878
29,181   29,566 -385
3,193   3,186 7
1,247   854 393
1,395   1,144 251
6,012   7,737 -1,725
1,677   984 693
12,912   17,088 -4,176
      18,934
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -152
b       -4,813
c       9,674
d       9,862
e       2,598
      13,250
      4,477
      9,431
      32,920
      11,826
      9,367
      42,636
      9,105
      234
      2,167
      -829
      659
      1,093
      915
      -6
      1,814
      2,673
      384
      5,185
      265
      533
      599
      3,115
      1,974
      204
      238
      1,550
      505
      1,817
      2,638
      -276
      217
      6,124
      809
      202
      1,887
      7
      252
      527
      4,745
      194
      507
      -653
      754
      69
      -251
      -229
      2,141
      1,011
      857
      2,516
      474
      1,138
      56
      -645
      1,207
      77
      6,954
      -541
      -436
      138
      815
      2,103
      -21
      3,084
      35
      2,862
      -268
      799
      1,055
      -716
      1,996
      2,670
      3,444
      49
      33
      44
      1,037
      -5,963
      1,735
      214
      2,014
      999
      962
      252
      438
      10,137
      -40
      148
      1,761
      6,460
      748
      332
      2,293
      3,842
      519
      870
      8,542
      1
      10,446
      3,437
      28,490
      3,521
      -72
      6,803
      -267
      -2,148
      -7,229
      1,190
      9,503
      -1,260
      12,605
      1,702
      33,220
      76
      1,030
      -460
      -500
      2,778
      4,367
      16,184
       
      -23
      -4
      1,456
      168
      -15
      304
      233
      1,950
      485
      29
      -123
      24
      204
      109
      310
      -7
      40
      135
      444
      -71
      69
      61
      -8
      92
      -14
      -55
      -137
      -3,976
      124
      -1,295
      -1,368
      -2,604
      237
      -2
      312
      62
      -57
      622
      345
      700
      8
      414
      -717
      655
      -42
      5,648
      383
      25
      -98
      -15
      -122
      -157
      -155
      50
      -108
      -1,790
      -473
      92
      165
      369
      51
      222
      591
      -233
      -10,272
      -7,950
      -2,492
      -116
      1,380
      2
      -6
      -275
      -5,618
      15
      4
      704
      -186
      -8,397
      105
      -8,177
      130
      1,605
      -676
      -14,210
      -9,904
      662
      -194
      215
      1,525
      3
      468
      -7,225
      32
      -94
      -2,245
      -4,878
      -385
      7
      393
      251
      -1,725
      693
      -4,176
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 327,887
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 134,906 3,053,176 0.044185
2013 126,572 2,947,978 0.042935
2012 134,028 2,778,946 0.04823
2011 131,397 2,811,683 0.046733
2010 122,085 2,763,919 0.044171
2
Total of line 1, column (d) .....................
20.226254
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.045251
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
2,971,939
5
Multiply line 4 by line 3......................
5
134,483
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,575
7
Add lines 5 and 6........................
7
138,058
8
Enter qualifying distributions from Part XII, line 4.............
8
149,795
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,575
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,575
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,575
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 57
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,057
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 71
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,411
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,576 RefundedBullet 11 2,835
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWV
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWESBANCO BANK Telephone no.bullet (304) 234-9400

    Located atbullet1 BANK PLAZAWHEELINGWV ZIP+4bullet26003
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WESBANCO BANK SUCCESSOR TRUSTEE
    2     		12,038    
    1 BANK PLAZA
    WHEELING,WV26003
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,773,910
    b
    Average of monthly cash balances.......................
    1b
    243,287
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,017,197
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,017,197
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    45,258
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,971,939
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    148,597
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    148,597
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,575
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,575
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    145,022
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,000
    5
    Add lines 3 and 4............................
    5
    146,022
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    146,022
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    149,795
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    149,795
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    3,575
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    146,220
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 146,022
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 70,738
    b Total for prior years:2013, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 0
    b From 2011...... 0
    c From 2012...... 0
    d From 2013...... 0
    e From 2014...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 149,795
    a Applied to 2014, but not more than line 2a 70,738
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 79,057
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		66,965
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2011.... 0
    b Excess from 2012.... 0
    c Excess from 2013.... 0
    d Excess from 2014.... 0
    e Excess from 2015.... 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WHEELING PARK HIGH SCHOOL ATTN P
    1976 PARK VIEW ROAD
    WHEELING,WV26003
    (304) 243-0400
    NONE
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FORMS AVAILABLE IN THE SCHOOL GUIDANCE DEPARTMENT
    cAny submission deadlines:
    ABOUT THE 3RD WEEK OF MAY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST BE GRADUATES OF PUBLIC HIGH SCHOOLS IN OHIO COUNTY, WEST VIRGINIA.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    UNIVERSITY OF PITTSBURGH
    4200 FIFTH AVENUE
    PITTSBURGH,PA15260     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JORDAN 2,000
    TRANSYLVANIA UNIVERSITY
    300 NORTH BROADWAY
    LEXINGTON,KY40508     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ALICE C. 1,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR BROOKE M 3,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KALEIGH C 4,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ALEXANDRA E 6,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MARGARET B 7,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MADELINE 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KATHERINE E 2,000
    MARSHALL UNIVERSITY
    1 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25755     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ZACHARY D 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR EMILY M 1,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JORDAN C 1,500
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR CASEY P 6,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MALIA J 5,000
    UNIVERSITY OF PITTSBURGH
    4200 FIFTH AVENUE
    PITTSBURGH,PA15260     		NONE PUBLIC CHARITY SCHOLARSHIP FOR CHENNY 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR GARRETT P 6,000
    GEORGETOWN UNIVERSITY
    3700 O STREET NW
    WASHINGTON,DC20057     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ANGELIQUE 1,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR SKYLAR M 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR CECILY C 3,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ALISON E 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MICHAEL R 1,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR DARIEN R 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JORDAN E 2,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR EMMA C 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR DAVID A 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KELSEY A 3,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MICHAEL A 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MEAGHAN B 4,000
    WHEELING JESUIT UNIVERSITY
    316 WASHINGTON AVENUE
    WHEELING,WV26003     		NONE PUBLIC CHARITY SCHOLARSHIP FOR NICHOLAS B 1,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR SAFA AHAD 2,500
    WEST VIRGINIA WESLEYAN COLLEGE
    59 COLLEGE AVENUE
    BUCKHANNON,WV26201     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MASON H LEE 2,000
    WHEELING JESUIT UNIVERSITY
    316 WASHINGTON AVENUE
    WHEELING,WV26003     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MEGAN 2,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR IKE R TAN 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR SHANNON J 2,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400203
    CHARLOTTESVILLE,VA229044203     		NONE PUBLIC CHARITY SCHOLARSHIP FOR SAMANTHA L 2,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KILLIAN C 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR SIERRA R. 1,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR AIMEE K 4,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR BLAKE N 2,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MARIAH A 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR HALEY 7,000
    DUKE UNIVERSITY
    2127 CAMPUS DRIVE ANNEX BOX 90397
    DURHAM,NC27708     		NONE PUBLIC CHARITY SCHOLARSHIP FOR CARLY C 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR CECELIA 1,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MEGAN J 3,500
    WHEELING JESUIT UNIVERSITY
    316 WASHINGTON AVENUE
    WHEELING,WV26003     		NONE PUBLIC CHARITY SCHOLARSHIP FOR DONA'E A 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR RACHEL L 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR PAIGE R 2,500
    TRANSYLVANIA UNIVERSITY
    300 NORTH BROADWAY
    LEXINGTON,KY40508     		NONE PUBLIC CHARITY SCHOLARSHIP FOR RILEY E 2,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV26003     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JENNIFER 1,000
    FORDHAM UNIVERSITY
    441 E FORDHAM ROAD
    BRONX,NY10458     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JOHN C 2,000
    UNIVERSITY OF CENTRAL FLORIDA
    4000 CENTRAL FLORIDA BLVD
    ORLANDO,FL32816     		NONE PUBLIC CHARITY SCHOLARSHIP FOR EMILY ANN 2,000
    MARSHALL UNIVERSITY
    1 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25755     		NONE PUBLIC CHARITY SCHOLARSHIP FOR DEREK A 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR HALEY A 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR HANNAH 2,000
    Total .................................bullet 3a 143,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 50,235  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 327,887  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   378,122  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13378,122
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    PHYLLIS A BENEKE
    EIN:
    55-6106147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 550 275   275

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    PHYLLIS A BENEKE
    EIN:
    55-6106147
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DOUBLELINE TOTAL RETURN BOND F    
    JP MORGAN CORE BD FD - SEL FUN    
    JP MORGAN SHORT DURATION BOND    
    I SHARES CORE TOTAL U.S. BOND 93,849 95,448
    I SHARES IBOXX $ INV GRADE COR 98,752 96,263
    WESMARK GOVERNMENT BOND FUND # 330,535 332,286
    FEDERATED SHORT-TERM INCOME FD 95,126 95,014
    FEDERATED TOTAL RETURN BD FD # 97,211 95,512
    VANGUARD S/T INVEST GR - ADM # 239,452 237,564

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    PHYLLIS A BENEKE
    EIN:
    55-6106147
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ASTON FAIRPOINTE MID CAP FD -    
    ABBOTT LABORATORIES    
    ADOBE SYSTEMS    
    ALCOA INC    
    ALEXION PHARMACEUTICALS INC    
    ALLIANCE DATA SYSTEMS CORP    
    ANADARKO PETROLEUM CORP    
    APPLE INC 7,035 18,661
    ARTISAN INT'L FUND #661    
    ARTISAN INTERNATIONAL VALUE FD    
    BANK OF AMERICA    
    BIOGEN IDEC    
    BLACKROCK INC    
    BOSTON SCIENTIFIC CORP    
    BRISTOL-MYERS SQUIBB COMPANY    
    BROADCOM CORP    
    CSX CORP    
    BROWN ADVISORY WMC JAPAN ALPHA    
    CVS HEALTH CORP 25,338 27,013
    CALIFORNIA RESOURCES CORP    
    CAPITAL ONE FINANCIAL    
    CELGENE CORP 17,210 18,351
    CHARTER COMMUNICATIONS INC    
    CISCO SYSTEMS    
    CITIGROUP    
    COCA-COLA CO    
    COLGATE-PALMOLIVE COMPANY    
    COLUMBIA ASIS PAX X-JPN FD RD    
    COMCAST CORP CLASS A SHARES    
    CONSTELLATION BRANDS INC    
    COSTCO WHOLESALE CORP 17,710 18,604
    DANAHER CORP 15,977 16,783
    WALT DISNEY CORPORATION 25,483 23,689
    DISH NETWORK CORP A    
    DODGE & COX INT'L STOCK FD #10    
    DOMINION RESOURCES INC    
    DOW CHEIMCAL CO 13,898 14,340
    EI DUPONT DE NEMOURS CO    
    EMERSON ELECTRIC CO    
    EXXON MOBIL CORP    
    FACEBOOK INC    
    FLUOR CORP    
    FLOWSERVE CORP    
    GENERAL MILLS INC 17,903 19,244
    GENERAL MOTORS CO    
    GILEAD SCIENCES INC    
    GOOGLE INC    
    GOOGLE INC CLASS C SHARES    
    HARMAN INTERNATIONAL    
    OAKMARK INTL FUND #109    
    HARTFORD FINANCIAL CORP    
    HOME DEPOT INC    
    HONEYWELL INTERNATIONAL INC    
    HUMANA INC    
    INTERCONTINENTAL EXCHANGE GRP    
    I SHARES MSCI EAFE INDEX FUND    
    I SHARES S&P MIDCAP 400 INDEX 87,793 99,145
    JP MORGAN GLOBAL RESEARCH ENHA    
    JOHNSON & JOHNSON 21,985 23,672
    JP MORGAN MED CAP EQUITY FUND    
    JP MORGAN CHINA FUND    
    JP MORGAN EQUITY INDEX FD SELE    
    JP MORGAN MARKET EXPANSION IND    
    KLA-TENCOR CORP    
    LAM RESEARCH    
    LOWES COS INC    
    MARATHON OIL CORP    
    MARSH & MCLENNAN CO    
    MASCO CORP 13,131 17,794
    MASTERCARD INC CLASS A 22,932 24,251
    MATTHEWS ASIA DIVIDEND FUND    
    MERCK & CO 13,761 14,009
    METLIFE INC    
    MICROSOFT CORP 12,718 18,927
    MONDELEZ INTERNATIONAL 17,818 20,022
    MORGAN STANLEY    
    THE MOSAIC CO    
    NEXTERA ENERGY 18,002 17,938
    NISOURCE INC    
    OCCIDENTAL PETROLEUM    
    ORACLE CORP    
    PACCAR INC    
    PEPSICO INC    
    PHILIP MORRIS INTL    
    PHILLIPS 66    
    PRICELINE.COM INC    
    PROCTER & GAMBLE CO    
    QUALCOMM INC    
    SPDR S&P 500 ETF 23,521 24,389
    SCHLUMBERGER LTD    
    STATE STREET CORP    
    STRYKER CORP    
    TJX COMPANIES INC    
    TIME WARNER    
    TWENTY-FIRST CENTURY FOX    
    UNION PACIFIC CORP    
    UNITED CONTINENTAL HOLDINGS    
    UNITED TECHNOLOGIES CORP 12,194 15,169
    UNITEDHEALTH GROUP    
    VERIZON COMMUNICATIONS 11,056 11,566
    VERTEX PHARMACEUTICALS INC    
    WELLS FARGO & CO 18,749 23,132
    YUM! BRANDS    
    ACTAVIS PLC    
    ACCENTURE PLC    
    INVESCO LTD 33,680 23,879
    PERRIGO CO PLC    
    ACE LTD    
    AVAGO TECHNOLOGIES LTD    
    AT&T 11,396 11,528
    ABERDEEN EMERGING MKTS FD - IN 15,227 12,839
    AETNA INC 20,160 20,422
    I SHARES RUSSELL 2000 INDEX FU 22,022 18,286
    I SHARES MSCI ACWX INDEX FUND 77,646 64,113
    INVESCO INT'L GROWTH FD - I 58,598 51,765
    ALPHABET INC CL A 17,348 23,668
    AMGEN INC 20,112 18,212
    AUTOMATIC DATA PROCESSING 13,752 14,397
    BOEING CO 21,497 18,200
    BORGWARNER INC 25,832 15,164
    CARDINAL HEALTH INC 20,255 19,526
    ALLERGAN PLC 13,771 14,506
    EATON CORP PLC 16,857 14,291
    CHUBB LIMITED 16,000 19,178
    BROADCOM LTD 28,042 28,134
    WESMARK GROWTH FUND #549 122,896 122,138
    WESMARK SMALL COMPANY GROWTH F 183,954 162,972
    CERNER CORP 20,317 17,411
    CHEVRON CORPORATION 10,777 9,178
    CHURCH & DWIGHT CO INC 13,748 14,068
    CONTINENTAL RESOURCES 15,630 11,683
    EQT CORP 19,731 13,433
    FEDEX CORP 23,320 19,300
    HOME DEPOT INC 15,442 22,466
    HONEYWELL INTERNATIONAL INC 12,873 18,040
    HOTCHKIS & WILEY MID CAP VALUE 65,555 48,875
    JP MORGAN CHASE 13,747 13,737
    LENNAR CORP 24,005 22,480
    MACY'S INC 23,564 17,543
    MARATHON PETROLEUM CORP 14,518 10,001
    MCKESSON CORP 25,503 18,986
    VANGUARD EQUITY INCOME FD ADM 16,968 15,875
    PALO ALTO NETWORKS 25,024 25,338
    PRIMECAP ODYSSEY AGGRESSIVE GR 59,682 51,681
    PNC FINANCIAL SERVICES GROUP 20,645 18,132
    PPG INDUSTRIES INC 16,090 14,576
    NATIONAL RETAIL PROPERTIES INC 9,473 11,303
    NIKE INC 19,829 20,263
    PRUDENTIAL FINANCIAL INC 23,372 19,034
    SPLUNK INC 26,574 21,887
    TEXAS INSTRUMENTS INC 23,903 23,965
    US BANCORP 19,969 17,912

    TY 2015 InvestmentsOtherSchedule2
    Name:
    PHYLLIS A BENEKE
    EIN:
    55-6106147
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EQUINOX CAMPBELL STRATEGY FUND      
    GOTHAM ABSOLUTE RETURN FUND -      
    GATEWAY FUND CLASS Y #1986      
    GOLDMAN SACHS STRATEGIC INCOME      
    HSBC TOTAL RETURN FUND I      
    PIMCO COMMODITY PLUS STRATEGY      
    INVESCO BALANCED-RISK ALLOCATI      
    INVESCO BALANCED RISK COMMODIT      

    TY 2015 LegalFeesSchedule
    Name:
    PHYLLIS A BENEKE
    EIN:
    55-6106147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 1,468 1,468    


    TY 2015 OtherExpensesSchedule
    Name:
    PHYLLIS A BENEKE
    EIN:
    55-6106147
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 234 234   0


    TY 2015 OtherIncreasesSchedule
    Name:
    PHYLLIS A BENEKE
    EIN:
    55-6106147
    Description Amount
    2014 FORM 990-PF TAX REFUND 1,189
    RECOVERY OF AMTS TREATED AS QUALIFY DIST 1,000


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    PHYLLIS A BENEKE
    EIN:
    55-6106147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES-SUBJECT T 12,038 9,029   3,010


    TY 2015 TaxesSchedule
    Name:
    PHYLLIS A BENEKE
    EIN:
    55-6106147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 10 10   0
    FEDERAL TAX PAYMENT - PRIOR YE 3,000 0   0
    FOREIGN TAXES ON QUALIFIED FOR 552 552   0
    FOREIGN TAXES ON NONQUALIFIED 1 1   0