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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 03-01-2018 , and ending 02-28-2019
Name of foundation
PHYLLIS A BENEKE SCHOLARSHIP FUND
 
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$3,076,901J 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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 56,731 56,731  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 170,551
b Gross sales price for all assets on line 6a 1,177,960
7 Capital gain net income (from Part IV, line 2)... 170,551
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........ 227,282 227,282  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,122 7,591   2,530
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 675 338 0 338
c Other professional fees (attach schedule).... Click to see attachment 10,122 7,591   2,530
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,732 412   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 577 577    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,228 16,509 0 5,398
25 Contributions, gifts, grants paid....... 159,500 159,500
26 Total expenses and disbursements. Add lines 24 and 25 183,728 16,509 0 164,898
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 43,554
b Net investment income (if negative, enter -0-) 210,773
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 129,547 155,795 155,795
3 Accounts receivable bullet1,193
Less: allowance for doubtful accounts bullet   516 1,193 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)....... 1,514,263 Click to see attachment1,423,996 1,720,053
c Investments—corporate bonds (attach schedule)....... 1,110,031 Click to see attachment1,216,927 1,201,053
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     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) 2,754,357 2,797,911 3,076,901
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,754,357 2,797,911
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)..... 2,754,357 2,797,911
31 Total liabilities and net assets/fund balances (see instructions). 2,754,357 2,797,911
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
2,754,357
2
Enter amount from Part I, line 27a .....................
2
43,554
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,797,911
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
2,797,911
Form 990-PF (2018)
Form 990-PF (2018)
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 38.773 ABERDEEN EMERGING MKTS FD.INST   2017-02-16 2018-04-04
b 119. AETNA INC     2018-04-04
c 3. ALIBABA GROUP HOLDING LTD   2017-02-16 2018-04-04
d 21. BB&T CORPORATION   2017-12-13 2018-04-04
e 38. BOEING CO.     2018-04-04
5. BRISTOL-MYERS SQUIBB COMPANY     2018-04-04
2. CAPITAL ONE FINANCIAL   2017-12-13 2018-04-04
18. CHURCH & DWIGHT CO INC   2016-10-05 2018-04-04
7. CONSTELLATION BRANDS, INC.   2016-10-05 2018-04-04
88. CONTINENTAL RESOURCES     2018-04-04
12. DANAHER CORP   2016-10-05 2018-04-04
18. WALT DISNEY COMPANY     2018-04-04
120.736 FEDERATED SHORT-TERM INCOME FD-IS #65   2017-02-16 2018-04-04
14. FEDEX CORP     2018-04-04
16. HALLIBURTON   2017-12-13 2018-04-04
31. HONEYWELL INTERNATIONAL INC     2018-04-04
2. I SHARES CORE S&P MIDCAP ETF   2015-07-01 2018-04-04
1. I SHARES RUSSELL 2000 ETF   2015-07-01 2018-04-04
30. I SHARES MSCI ACWX INDEX FUND ETF   2015-07-01 2018-04-04
16. JP MORGAN CHASE   2016-10-05 2018-04-04
118. LENNAR CORP   2015-05-06 2018-04-04
27. MARATHON PETROLEUM CORP   2015-05-06 2018-04-04
108. MASCO CORP     2018-04-04
49. NATIONAL RETAIL PROPERTIES INC   2017-06-13 2018-04-04
275. NATIONAL RETAIL PROPERTIES INC     2018-04-04
6. NEXTERA ENERGY     2018-04-04
259. PAYPAL HOLDINGS   2017-02-16 2018-04-04
125.371 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1     2018-04-04
4. SPLUNK INC   2017-02-16 2018-04-04
222. STARBUCKS CORP   2017-02-16 2018-04-04
53. STARBUCKS CORP   2017-12-13 2018-04-04
63. TEXAS INSTRUMENTS INC   2015-05-06 2018-04-04
132. UNITED TECHNOLOGIES CORP     2018-04-04
108.7 VANGUARD S/T INVEST GR-ADM #539   2015-04-23 2018-04-04
7. WALGREENS BOOTS ALLIANCE INC   2017-02-16 2018-04-04
77.304 WESMARK GOVERNMENT BOND FUND #556   2016-02-10 2018-04-04
8. BROADCOM LTD   2015-07-01 2018-04-04
85.537 ABERDEEN EMERGING MKTS FD.INST     2018-07-11
29.798 INVESCO INT'L GROWTH FD-I   2015-07-01 2018-07-11
3. ALPHABET INC CL A   2017-02-16 2018-07-11
2. AMAZON.COM INC.   2017-02-16 2018-07-11
20. AMGEN INC.     2018-07-11
14. APPLE INC     2018-07-11
12. BB&T CORPORATION   2017-12-13 2018-07-11
13. BROADCOM INC   2015-07-01 2018-07-11
6. CAPITAL ONE FINANCIAL   2017-12-13 2018-07-11
18. CHEVRON CORPORATION   2015-05-06 2018-07-11
290. CHURCH & DWIGHT CO INC     2018-07-11
31. CHURCH & DWIGHT CO INC   2017-12-13 2018-07-11
363. CONTINENTAL RESOURCES     2018-07-11
9. DANAHER CORP     2018-07-11
40. DELTA AIR LINES     2018-07-11
364. DELTA AIR LINES     2018-07-11
12. WALT DISNEY COMPANY   2015-05-06 2018-07-11
31. DOWDUPONT INC   2015-05-06 2018-07-11
284. EQT CORP     2018-07-11
58. EQT CORP   2018-04-04 2018-07-11
48. FACEBOOK INC   2017-02-16 2018-07-11
16. HOME DEPOT INC.   2015-05-06 2018-07-11
4. HONEYWELL INTERNATIONAL INC     2018-07-11
152.594 HOTCHKIS & WILEY MID CAP VALUE FUND     2018-07-11
1348.936 HOTCHKIS & WILEY MID CAP VALUE FUND     2018-07-11
906. I SHARES IBOXX $ INV GRADE CORP BOND FD     2018-07-11
21. I SHARES IBOXX $ INV GRADE CORP BOND FD     2018-07-11
90. I SHARES CORE S&P MIDCAP ETF   2015-07-01 2018-07-11
6. JOHNSON & JOHNSON   2017-02-16 2018-07-11
277. LENNAR CORP     2018-07-11
2. MARATHON PETROLEUM CORP   2015-05-06 2018-07-11
65. MASCO CORP   2015-05-06 2018-07-11
24. MASTERCARD INC   2015-05-06 2018-07-11
74. MERCK & CO     2018-07-11
20. MICROSOFT CORP   2015-05-06 2018-07-11
15. MONDELEZ INTERNATIONAL     2018-07-11
4. NEXTERA ENERGY   2016-02-10 2018-07-11
17. O'REILLY AUTOMOTIVE   2017-06-13 2018-07-11
141. PPG INDUSTRIES INC     2018-07-11
4. PPG INDUSTRIES INC   2018-04-04 2018-07-11
42. PALO ALTO NETWORKS   2015-05-06 2018-07-11
11. PEPSICO INC   2018-04-04 2018-07-11
185. PEPSICO INC     2018-07-11
37.137 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1   2015-07-01 2018-07-11
6. SPLUNK INC     2018-07-11
9. T-MOBILE US INC   2017-06-13 2018-07-11
19. TEXAS INSTRUMENTS INC   2015-05-06 2018-07-11
21. ULTA BEAUTY INC   2018-04-04 2018-07-11
1882.806 VANGUARD S/T INVEST GR-ADM #539   2017-12-13 2018-07-11
24948.224 VANGUARD S/T INVEST GR-ADM #539     2018-07-11
292. WALGREENS BOOTS ALLIANCE INC     2018-07-11
40. WALGREENS BOOTS ALLIANCE INC   2017-12-13 2018-07-11
18.656 WESMARK SMALL COMPANY GROWTH FUND   2015-07-01 2018-07-11
652. INVESCO LTD     2018-07-11
28. INVESCO LTD   2018-04-04 2018-07-11
36. MEDTRONIC PLC   2017-12-13 2018-07-11
1. CHUBB LIMITED   2015-07-01 2018-07-11
38.086 ABERDEEN EMERGING MKTS FD.INST   2015-07-01 2018-07-26
52.583 INVESCO INT'L GROWTH FD-I   2015-07-01 2018-07-26
6. ALIBABA GROUP HOLDING LTD   2017-02-16 2018-07-26
2. ALPHABET INC CL A     2018-07-26
2. AMAZON.COM INC.   2017-02-16 2018-07-26
1. AMGEN INC.   2015-05-06 2018-07-26
5. APPLE INC   2017-02-16 2018-07-26
25. BRISTOL-MYERS SQUIBB COMPANY   2017-06-13 2018-07-26
11. CAPITAL ONE FINANCIAL   2017-12-13 2018-07-26
2. CONSTELLATION BRANDS, INC.   2016-10-05 2018-07-26
11. DANAHER CORP     2018-07-26
10. WALT DISNEY COMPANY   2015-05-06 2018-07-26
12. DOLLAR TREE   2018-07-11 2018-07-26
7. DOWDUPONT INC   2015-05-06 2018-07-26
6. EOG RESOURCES INC   2018-07-11 2018-07-26
14. FACEBOOK INC   2017-02-16 2018-07-26
502.197 FEDERATED SHORT-TERM INCOME FD-IS #65   2017-02-16 2018-07-26
166.138 FEDERATED TOTAL RETURN BD FD #328   2016-06-03 2018-07-26
399.262 FEDERATED TOTAL RETURN BD FD #328   2015-07-01 2018-07-26
4. FEDEX CORP   2015-05-06 2018-07-26
4. HOME DEPOT INC.   2015-05-06 2018-07-26
10. HONEYWELL INTERNATIONAL INC   2013-10-23 2018-07-26
27. I SHARES CORE U.S. AGGREGATE BOND ETF   2016-06-03 2018-07-26
17. I SHARES CORE U.S. AGGREGATE BOND ETF   2015-07-01 2018-07-26
10. I SHARES CORE S&P MIDCAP ETF   2015-07-01 2018-07-26
3. I SHARES RUSSELL 2000 ETF   2015-07-01 2018-07-26
58. I SHARES MSCI ACWX INDEX FUND ETF   2015-07-01 2018-07-26
29. JP MORGAN CHASE     2018-07-26
7. JOHNSON & JOHNSON   2017-02-16 2018-07-26
10. KANSAS CITY SOUTHERN   2018-07-11 2018-07-26
6. LOCKHEED MARTIN   2018-04-04 2018-07-26
12. MARATHON PETROLEUM CORP   2015-05-06 2018-07-26
4. MASCO CORP   2015-05-06 2018-07-26
11. MASTERCARD INC   2015-05-06 2018-07-26
25. MERCK & CO   2016-10-05 2018-07-26
32. MICROSOFT CORP   2015-05-06 2018-07-26
5. MONDELEZ INTERNATIONAL   2016-10-05 2018-07-26
3. NEXTERA ENERGY   2016-02-10 2018-07-26
4. O'REILLY AUTOMOTIVE   2017-06-13 2018-07-26
3. PALO ALTO NETWORKS   2017-06-13 2018-07-26
50.512 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1   2015-07-01 2018-07-26
6. PRUDENTIAL FINANCIAL INC   2017-06-13 2018-07-26
5. RAYTHEON COMPANY   2018-04-04 2018-07-26
7. SPDR S&P 500 ETF   2017-02-16 2018-07-26
12. SALESFORCE.COM,INC     2018-07-26
21. SPIRIT AEROSYSTEMS HOLDINGS, INC.     2018-07-26
10. SPLUNK INC   2017-06-13 2018-07-26
3. TEXAS INSTRUMENTS INC   2015-05-06 2018-07-26
23. US BANCORP   2017-06-13 2018-07-26
2. ULTA BEAUTY INC   2018-04-04 2018-07-26
6.945 VANGUARD EQUITY INCOME FUND -ADM#565   2015-07-01 2018-07-26
490.142 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2018-07-11 2018-07-26
24.991 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2018-07-11 2018-07-26
6. WALMART INC   2018-07-11 2018-07-26
371.072 WESMARK GROWTH FUND #549   2015-07-01 2018-07-26
1137. WESMARK GOVERNMENT BOND FUND #556   2016-02-10 2018-07-26
295.027 WESMARK SMALL COMPANY GROWTH FUND   2015-07-01 2018-07-26
374.781 WESMARK TACTICAL OPPORTUNITY FUND   2017-06-13 2018-07-26
14. MEDTRONIC PLC   2017-12-13 2018-07-26
7. CHUBB LIMITED   2015-07-01 2018-07-26
.6 GARRETT MOTION INC   2013-10-23 2018-10-01
25.93 INVESCO INT'L GROWTH FD-I   2015-07-01 2018-10-02
1. AMAZON.COM INC.   2017-02-16 2018-10-02
11. AMGEN INC.   2015-05-06 2018-10-02
14. APPLE INC     2018-10-02
14. BROADCOM INC   2015-07-01 2018-10-02
29. CVS HEALTH CORP   2018-07-11 2018-10-02
3. CONSTELLATION BRANDS, INC.   2016-10-05 2018-10-02
11. WALT DISNEY COMPANY   2015-05-06 2018-10-02
10. DOWDUPONT INC   2015-05-06 2018-10-02
3. EOG RESOURCES INC   2018-07-11 2018-10-02
41. HALLIBURTON   2018-07-11 2018-10-02
31. HOME DEPOT INC.     2018-10-02
8. HONEYWELL INTERNATIONAL INC     2018-10-02
17. I SHARES CORE S&P MIDCAP ETF   2015-07-01 2018-10-02
16. I SHARES MSCI ACWX INDEX FUND ETF   2015-07-01 2018-10-02
11. JP MORGAN CHASE   2016-10-05 2018-10-02
21. JOHNSON & JOHNSON     2018-10-02
6. LOCKHEED MARTIN   2018-04-04 2018-10-02
26. MARATHON PETROLEUM CORP   2015-05-06 2018-10-02
334. MASCO CORP     2018-10-02
9. MASTERCARD INC   2015-05-06 2018-10-02
14. MERCK & CO   2016-10-05 2018-10-02
19. MICROSOFT CORP     2018-10-02
29. MONDELEZ INTERNATIONAL   2015-05-06 2018-10-02
3. NEXTERA ENERGY   2016-02-10 2018-10-02
5. O'REILLY AUTOMOTIVE   2017-06-13 2018-10-02
7. PALO ALTO NETWORKS   2017-06-13 2018-10-02
51.177 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1   2015-07-01 2018-10-02
29. PRUDENTIAL FINANCIAL INC     2018-10-02
180. PRUDENTIAL FINANCIAL INC     2018-10-02
9. RAYTHEON COMPANY     2018-10-02
8. SPDR S&P 500 ETF   2017-02-16 2018-10-02
15. SALESFORCE.COM,INC   2018-04-04 2018-10-02
16. SPIRIT AEROSYSTEMS HOLDINGS, INC.   2018-04-04 2018-10-02
146. SPLUNK INC     2018-10-02
46. T-MOBILE US INC   2017-06-13 2018-10-02
243. TYSON FOODS INC CL A     2018-10-02
54. US BANCORP     2018-10-02
10. ULTA BEAUTY INC   2018-04-04 2018-10-02
6.161 VANGUARD EQUITY INCOME FUND -ADM#565   2015-07-01 2018-10-02
21.728 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2018-07-11 2018-10-02
19. WALMART INC   2018-07-11 2018-10-02
296.827 WESMARK GROWTH FUND #549   2015-07-01 2018-10-02
170.047 WESMARK TACTICAL OPPORTUNITY FUND   2017-06-13 2018-10-02
34. MEDTRONIC PLC   2017-12-13 2018-10-02
4. CHUBB LIMITED   2015-07-01 2018-10-02
.667 RESIDEO TECHNOLOGIES INC   2013-04-12 2018-10-29
531. HALLIBURTON     2018-11-02
9. GARRETT MOTION INC     2018-12-21
14. RESIDEO TECHNOLOGIES INC     2018-12-21
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 623   528 95
b 20,233   12,654 7,579
c 514   303 211
d 1,097   1,050 47
e 12,214   5,043 7,171
313   280 33
191   191  
908   832 76
1,574   1,187 387
5,075   3,589 1,486
1,162   930 232
1,790   2,060 -270
1,019   1,025 -6
3,277   2,406 871
740   718 22
4,429   3,191 1,238
371   302 69
151   126 25
1,474   1,341 133
1,742   1,085 657
7,365   5,223 2,142
1,947   1,351 596
4,292   3,138 1,154
1,931   1,895 36
10,839   10,532 307
966   742 224
19,100   10,878 8,222
6,109   4,437 1,672
391   251 140
12,864   12,643 221
3,071   3,158 -87
6,442   3,373 3,069
16,378   9,335 7,043
1,141   1,167 -26
456   598 -142
743   785 -42
1,859   1,091 768
1,226   1,163 63
1,036   1,012 24
3,514   2,525 989
3,491   1,685 1,806
3,872   3,299 573
2,631   1,982 649
624   600 24
3,166   1,772 1,394
573   573  
2,232   1,948 284
15,803   13,064 2,739
1,689   1,494 195
22,377   9,345 13,032
889   725 164
1,979   2,146 -167
18,013   15,076 2,937
1,289   1,325 -36
2,047   1,591 456
15,989   21,196 -5,207
3,265   2,695 570
9,770   6,407 3,363
3,150   1,737 1,413
582   393 189
6,156   5,779 377
54,416   49,168 5,248
104,313   106,686 -2,373
2,418   2,475 -57
17,912   13,576 4,336
758   707 51
14,974   11,693 3,281
140   100 40
2,453   1,506 947
4,896   2,190 2,706
4,580   4,700 -120
2,041   936 1,105
631   661 -30
675   453 222
4,804   3,997 807
14,582   14,736 -154
414   439 -25
8,942   6,145 2,797
1,238   1,203 35
20,813   20,296 517
1,824   1,296 528
605   367 238
540   578 -38
2,124   1,017 1,107
5,271   4,306 965
19,694   20,052 -358
260,958   266,453 -5,495
18,499   24,897 -6,398
2,534   2,841 -307
272   268 4
17,426   23,646 -6,220
748   880 -132
3,140   2,946 194
133   108 25
566   518 48
1,869   1,786 83
1,166   607 559
2,546   1,382 1,164
3,676   1,685 1,991
193   159 34
974   677 297
1,497   1,357 140
1,090   1,051 39
431   339 92
1,139   802 337
1,124   1,104 20
1,087   1,020 67
474   359 115
771   751 20
2,503   1,869 634
4,234   4,264 -30
1,751   1,821 -70
4,208   4,340 -132
964   679 285
807   434 373
1,590   860 730
2,863   3,003 -140
1,803   1,840 -37
1,993   1,508 485
504   378 126
2,810   2,593 217
3,341   2,360 981
917   825 92
1,146   1,065 81
1,933   2,022 -89
936   600 336
153   93 60
2,292   1,004 1,288
1,616   1,573 43
3,510   1,497 2,013
217   216 1
505   340 165
1,206   940 266
638   403 235
2,546   1,763 783
593   650 -57
948   1,065 -117
1,984   1,641 343
1,762   1,573 189
1,904   1,755 149
1,031   584 447
340   161 179
1,200   1,218 -18
512   410 102
550   450 100
4,598   4,612 -14
1,062   1,044 18
535   520 15
7,989   7,210 779
10,836   11,541 -705
4,328   4,234 94
4,085   3,857 228
1,255   1,146 109
959   754 205
9   6 3
909   881 28
2,007   842 1,165
2,287   1,746 541
3,216   1,645 1,571
3,512   1,909 1,603
2,306   1,959 347
637   509 128
1,282   1,214 68
652   513 139
387   375 12
1,718   1,864 -146
6,424   2,952 3,472
1,328   656 672
3,384   2,564 820
758   715 43
1,247   746 501
2,942   2,229 713
2,085   2,022 63
2,139   1,301 838
12,194   5,956 6,238
1,999   821 1,178
1,005   881 124
2,195   886 1,309
1,249   1,107 142
506   340 166
1,721   1,176 545
1,567   940 627
2,610   1,786 824
2,915   2,935 -20
18,091   14,262 3,829
1,864   1,941 -77
2,335   1,875 460
2,383   1,765 618
1,484   1,302 182
16,757   5,079 11,678
3,217   2,952 265
14,218   16,104 -1,886
2,836   2,448 388
2,820   2,050 770
494   399 95
925   908 17
1,812   1,645 167
6,569   5,767 802
1,867   1,750 117
3,361   2,782 579
532   431 101
16   9 7
18,425   23,656 -5,231
109   44 65
281   109 172
      42,247
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       95
b       7,579
c       211
d       47
e       7,171
      33
       
      76
      387
      1,486
      232
      -270
      -6
      871
      22
      1,238
      69
      25
      133
      657
      2,142
      596
      1,154
      36
      307
      224
      8,222
      1,672
      140
      221
      -87
      3,069
      7,043
      -26
      -142
      -42
      768
      63
      24
      989
      1,806
      573
      649
      24
      1,394
       
      284
      2,739
      195
      13,032
      164
      -167
      2,937
      -36
      456
      -5,207
      570
      3,363
      1,413
      189
      377
      5,248
      -2,373
      -57
      4,336
      51
      3,281
      40
      947
      2,706
      -120
      1,105
      -30
      222
      807
      -154
      -25
      2,797
      35
      517
      528
      238
      -38
      1,107
      965
      -358
      -5,495
      -6,398
      -307
      4
      -6,220
      -132
      194
      25
      48
      83
      559
      1,164
      1,991
      34
      297
      140
      39
      92
      337
      20
      67
      115
      20
      634
      -30
      -70
      -132
      285
      373
      730
      -140
      -37
      485
      126
      217
      981
      92
      81
      -89
      336
      60
      1,288
      43
      2,013
      1
      165
      266
      235
      783
      -57
      -117
      343
      189
      149
      447
      179
      -18
      102
      100
      -14
      18
      15
      779
      -705
      94
      228
      109
      205
      3
      28
      1,165
      541
      1,571
      1,603
      347
      128
      68
      139
      12
      -146
      3,472
      672
      820
      43
      501
      713
      63
      838
      6,238
      1,178
      124
      1,309
      142
      166
      545
      627
      824
      -20
      3,829
      -77
      460
      618
      182
      11,678
      265
      -1,886
      388
      770
      95
      17
      167
      802
      117
      579
      101
      7
      -5,231
      65
      172
       
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 2 170,551
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))
2017 153,653 3,048,664 0.0504
2016 134,568 2,874,788 0.04681
2015 146,220 2,971,939 0.0492
2014 134,906 3,053,176 0.044185
2013 126,572 2,947,978 0.042935
2
Total of line 1, column (d) .....................
2
0.23353
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.046706
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,043,610
5
Multiply line 4 by line 3......................
5
142,155
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,108
7
Add lines 5 and 6........................
7
144,263
8
Enter qualifying distributions from Part XII, line 4,.............
8
164,898
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,108
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 2,108
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 2,108
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,360
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,360
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 748
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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     		10,122    
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2018)
    Form 990-PF (2018)
    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
    2,988,982
    b
    Average of monthly cash balances.......................
    1b
    100,977
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,089,959
    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
    3,089,959
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,349
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,043,610
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    152,181
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    152,181
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,108
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,108
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    150,073
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    150,073
    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
    150,073
    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
    164,898
    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
    164,898
    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
    2,108
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    162,790
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 150,073
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 74,396
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 164,898
    a Applied to 2017, but not more than line 2a 74,396
    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 2018 distributable amount..... 90,502
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		59,571
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    INDIANA UNIVERSITY
    107 S INDIANA AVENUE
    BLOOMINGTON,IN47405     		NONE PUBLIC CHARITY SCHOLARSHIP FOR BRIONNA 3,000
    WEST VIRGINIA NORTHERN
    COMMUNITY COLLEGE
    1704 MARKET STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JEFFREY 5,000
    MARSHALL UNIVERSITY
    1 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25755     		NONE PUBLIC CHARITY SCHOLARSHIP FOR EMMA BERNER 4,000
    WASHINGTON & JEFFERSON COLLEGE
    60 S LINCOLN STREET
    WASHINGTON,PA15301     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KYLIE 2,000
    AMHERST COLLEGE
    220 SOUTH PLEASANT STREET
    AMHERST,MA01002     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MARY 1,500
    ROBERT MORRIS UNIVERSITY
    6001 UNIVERSITY BOULEVARD
    MOON TOWNSHIP,PA15108     		NONE PUBLIC CHARITY SCHOLARSHIP FOR VICTORIA 4,000
    SOUTHWESTERN ASSEMBLIES OF GOD
    UNIVERSITY
    1200 SYCAMORE STREET
    WAXAHACHIE,TX75165     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KASEY 2,000
    SAVANNAH COLLEGE OF ART AND DESIGN
    516 DRAYTON STREET
    SAVANNAH,GA31401     		NONE PUBLIC CHARITY SCHOLARSHIP FOR FIONA ZHANG 5,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE PO BOX 1650
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR REBECCA 1,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE PO BOX 1650
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR LAUREN 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE PO BOX 1650
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ABIGAIL 2,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE PO BOX 1650
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ARTERIA 1,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE PO BOX 1650
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MIRIAM 4,000
    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 SKYLAR 3,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR AMIE K 4,000
    FRANCISCAN UNIVERSITY OF STEUBENVILLE
    1235 UNIVERSITY BOULEVARD
    STEUBENVILLE,OH43952     		NONE PUBLIC CHARITY SCHOLARSHIP FOR BRIANNA 1,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JENNAVIEVE 2,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JUSTIN HALL 4,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KELSEY 3,500
    MARSHALL UNIVERSITY
    1 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25755     		NONE PUBLIC CHARITY SCHOLARSHIP FOR SHAYLA 5,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR SARAH 4,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR DARIEN R 3,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR STEPHANIE 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR NOAH BOTT 2,000
    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 AUSTIN 3,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR BENJAMIN 7,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ADAM PAYNE 1,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ANNA MUSAP 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MARINA 1,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JAMES 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MEGAN 3,500
    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 MATTHEW 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR DANIELLE K 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR CAROLINE 1,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR HANNAH 4,000
    THE OHIO STATE UNIVERSITY
    281 W LANE AVENUE
    COLUMBUS,OH43210     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JULIA QUINN 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KATHRYN ROE 2,500
    THE OHIO STATE UNIVERSITY
    281 W LANE AVENUE
    COLUMBUS,OH43210     		NONE PUBLIC CHARITY SCHOLARSHIP FOR HINAL 2,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MADISON 2,500
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR LINDSEY 1,500
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JOSEPH 5,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KASEY A 5,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ISAIAH M 3,000
    DUQUESNE UNIVERSITY
    600 FORBES AVENUE
    PITTSBURGH,PA15282     		NONE PUBLIC CHARITY SCHOLARSHIP FOR SAMANTHA 2,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ERIKA 3,000
    THE OHIO STATE UNIVERSITY
    281 W LANE AVENUE
    COLUMBUS,OH43210     		NONE PUBLIC CHARITY SCHOARSHIP FOR ELENA JOY 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV26003     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ALLISON 4,000
    MARSHALL UNIVERSITY
    1 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25755     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MEGAN 4,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR CORINNE 5,500
    Total .................................bullet 3a 159,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 56,731  
    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 ............     		    18 170,551  
    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)..   227,282  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    227,282
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    PHYLLIS A BENEKE SCHOLARSHIP FUND
    EIN:
    55-6106147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 675 338   338

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    PHYLLIS A BENEKE SCHOLARSHIP FUND
    EIN:
    55-6106147
    Name of Bond End of Year Book Value End of Year Fair Market Value
    I SHARES CORE TOTAL U.S. BOND    
    I SHARES IBOXX $ INV GRADE COR    
    WESMARK GOVERNMENT BOND FUND # 461,131 446,965
    FEDERATED SHORT-TERM INCOME FD 154,698 154,305
    FEDERATED TOTAL RETURN BD FD # 241,391 238,690
    VANGUARD S/T INVEST GR - ADM #    
    I SHARES CORE U.S. AGGREGATE B 181,130 180,413
    VANGUARD INTM-TERM INV GRADE A 178,577 180,680

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    PHYLLIS A BENEKE SCHOLARSHIP FUND
    EIN:
    55-6106147
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APPLE INC 761 13,333
    CVS HEALTH CORP 18,778 16,077
    CELGENE CORP    
    CONSTELLATION BRANDS INC 15,048 15,394
    COSTCO WHOLESALE CORP    
    DANAHER CORP 11,846 22,610
    WALT DISNEY CORPORATION 11,772 14,218
    DOWDUPONT INC 14,860 15,437
    FACEBOOK INC 23,997 28,092
    GENERAL MILLS INC    
    I SHARES S&P MIDCAP 400 INDEX    
    JOHNSON & JOHNSON 17,750 24,049
    MASCO CORP    
    MASTERCARD INC CLASS A 9,298 24,500
    MERCK & CO 19,779 30,809
    MICROSOFT CORP 8,796 28,568
    MONDELEZ INTERNATIONAL 11,762 15,893
    NEXTERA ENERGY 11,662 19,335
    SPDR S&P 500 ETF 33,702 43,195
    STARBUCKS CORP    
    UNITED TECHNOLOGIES CORP    
    VERIZON COMMUNICATIONS    
    WELLS FARGO & CO    
    INVESCO LTD    
    AT&T    
    ABERDEEN EMERGING MKTS FD - IN 8,467 9,943
    AETNA INC    
    I SHARES RUSSELL 2000 INDEX FU 19,445 22,576
    I SHARES MSCI ACWX INDEX FUND 60,204 62,420
    INVESCO INT'L GROWTH FD - I 43,402 41,263
    ALPHABET INC CL A 8,703 20,278
    AMGEN INC 14,756 17,868
    AUTOMATIC DATA PROCESSING    
    BOEING CO    
    BORGWARNER INC    
    CARDINAL HEALTH INC    
    ALLERGAN PLC    
    EATON CORP PLC    
    CHUBB LIMITED 14,090 19,416
    BROADCOM LTD 15,103 30,014
    WESMARK GROWTH FUND #549 127,239 141,348
    WESMARK SMALL COMPANY GROWTH F 190,252 182,768
    CERNER CORP    
    CHEVRON CORPORATION 16,438 19,013
    CHURCH & DWIGHT CO INC    
    CONTINENTAL RESOURCES    
    EQT CORP    
    FEDEX CORP 15,286 16,471
    HOME DEPOT INC 4,800 12,960
    HONEYWELL INTERNATIONAL INC 3,824 13,558
    HOTCHKIS & WILEY MID CAP VALUE    
    JP MORGAN CHASE 15,197 26,403
    LENNAR CORP    
    MACY'S INC    
    MARATHON PETROLEUM CORP 6,375 8,867
    MCKESSON CORP    
    VANGUARD EQUITY INCOME FD ADM 11,755 12,441
    PALO ALTO NETWORKS 8,094 15,761
    PRIMECAP ODYSSEY AGGRESSIVE GR 33,427 45,230
    PNC FINANCIAL SERVICES GROUP    
    PPG INDUSTRIES INC    
    NATIONAL RETAIL PROPERTIES INC    
    NIKE INC    
    PRUDENTIAL FINANCIAL INC    
    SPLUNK INC    
    TEXAS INSTRUMENTS INC 7,204 14,492
    US BANCORP 28,226 32,720
    ALIBABA GROUP HOLDING LTD 13,141 21,415
    AMAZON.COM INC 16,266 29,517
    WALGREENS BOOTS ALLIANCE INC    
    DELTA AIR LINES    
    PAYPAL HOLDINGS    
    PEPSICO INC    
    MEDTRONIC PLC 17,986 19,910
    WESMARK TACTICAL OPPORTUNITY F 113,585 117,055
    BB&T CORPORATION 21,777 22,376
    BRISTOL-MYERS SQUIBB COMPANY 17,261 16,273
    CAPITAL ONE FINANCIAL 21,670 18,973
    HALLIBURTON    
    T-MOBILE US INC 13,563 15,309
    RAYTHEON COMPANY 20,217 19,769
    O'REILLY AUTOMOTIVE 15,009 23,433
    DIGITAL REALTY TRUST INC 19,354 19,683
    DOLLAR TREE 19,389 22,156
    EOG RESOURCES INC 24,726 19,458
    FMC CORPORATION 19,360 19,511
    I SHARES CORE S&P MIDCAP ETF 51,071 90,801
    KANSAS CITY SOUTHERN 18,166 18,252
    KINDER MORGAN INC 12,828 14,427
    KRAFT HEINZ CO 16,746 8,762
    LOCKHEED MARTIN 21,195 19,802
    SALESFORCE.COM INC 16,237 22,584
    WALMART INC 13,335 15,244
    VICTORY SYCAMORE ESTABLISHED V 25,465 22,832
    ULTA BEAUTY INC 14,353 21,874
    SPIRIT AEROSYSTEMS HOLDINGS IN 19,198 23,317

    TY 2018 OtherExpensesSchedule
    Name:
    PHYLLIS A BENEKE SCHOLARSHIP FUND
    EIN:
    55-6106147
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 577 577   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    PHYLLIS A BENEKE SCHOLARSHIP FUND
    EIN:
    55-6106147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 10,122 7,591   2,530


    TY 2018 TaxesSchedule
    Name:
    PHYLLIS A BENEKE SCHOLARSHIP FUND
    EIN:
    55-6106147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 105 105   0
    FEDERAL TAX PAYMENT - PRIOR YE 960 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,360 0   0
    FOREIGN TAXES ON QUALIFIED FOR 298 298   0
    FOREIGN TAXES ON NONQUALIFIED 9 9   0