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 01-01-2018 , and ending 12-31-2018
Name of foundation
HARRY AND HELEN SANDS CHARITABLE TRUST
 
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

55-6015175
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$2,453,644J 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... 46,783 46,783  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 149,511
b Gross sales price for all assets on line 6a 1,145,170
7 Capital gain net income (from Part IV, line 2)... 149,511
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........ 196,294 196,294  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,552 4,276   4,276
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 8,552 4,276   4,276
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,870 222   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,649 9,112 0 8,890
25 Contributions, gifts, grants paid....... 152,500 152,500
26 Total expenses and disbursements. Add lines 24 and 25 172,149 9,112 0 161,390
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,145
b Net investment income (if negative, enter -0-) 187,182
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......... 44,055 77,761 77,761
3 Accounts receivable bullet2,329
Less: allowance for doubtful accounts bullet   1,759 2,329 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)....... 1,170,577 Click to see attachment961,240 1,015,194
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,226,144 Click to see attachment1,425,350 1,360,689
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) 2,442,535 2,466,680 2,453,644
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........ 2,442,535 2,466,680
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)..... 2,442,535 2,466,680
31 Total liabilities and net assets/fund balances (see instructions). 2,442,535 2,466,680
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
2,442,535
2
Enter amount from Part I, line 27a .....................
2
24,145
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,466,680
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
2,466,680
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 15.589 ABERDEEN EMERGING MKTS FD.INST   2016-10-05 2018-04-04
b 115. AETNA INC     2018-04-04
c .192 INVESCO INT'L GROWTH FD-I   2016-10-05 2018-04-04
d 3. ALIBABA GROUP HOLDING LTD   2017-06-14 2018-04-04
e 21. BB&T CORPORATION   2017-12-13 2018-04-04
37. BOEING CO.   2016-10-05 2018-04-04
5. BRISTOL-MYERS SQUIBB COMPANY   2017-12-13 2018-04-04
2. CAPITAL ONE FINANCIAL   2017-12-13 2018-04-04
18. CHURCH & DWIGHT CO INC   2016-05-17 2018-04-04
7. CONSTELLATION BRANDS, INC.   2016-10-05 2018-04-04
84. CONTINENTAL RESOURCES   2016-10-05 2018-04-04
12. DANAHER CORP   2016-10-05 2018-04-04
18. WALT DISNEY COMPANY   2016-05-17 2018-04-04
189.335 FEDERATED SHORT-TERM INCOME FD-IS #65   2016-10-05 2018-04-04
38.367 FEDERATED TOTAL RETURN BD FD #328   2016-10-05 2018-04-04
13. FEDEX CORP   2016-10-05 2018-04-04
16. HALLIBURTON   2017-12-13 2018-04-04
30. HONEYWELL INTERNATIONAL INC   2016-10-05 2018-04-04
5. I SHARES CORE U.S. AGGREGATE BOND ETF   2016-10-05 2018-04-04
1. I SHARES CORE S&P MIDCAP ETF   2016-10-05 2018-04-04
1. I SHARES RUSSELL 2000 ETF   2016-10-05 2018-04-04
13. I SHARES MSCI ACWX INDEX FUND ETF   2016-10-05 2018-04-04
17. JP MORGAN CHASE   2016-10-05 2018-04-04
115. LENNAR CORP   2016-05-17 2018-04-04
26. MARATHON PETROLEUM CORP   2016-10-05 2018-04-04
104. MASCO CORP   2016-10-05 2018-04-04
239. NATIONAL RETAIL PROPERTIES INC     2018-04-04
73. NATIONAL RETAIL PROPERTIES INC   2017-06-14 2018-04-04
6. NEXTERA ENERGY   2016-05-17 2018-04-04
249. PAYPAL HOLDINGS   2017-06-14 2018-04-04
67.159 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1   2016-07-07 2018-04-04
5. SPLUNK INC   2016-05-17 2018-04-04
265. STARBUCKS CORP     2018-04-04
61. TEXAS INSTRUMENTS INC     2018-04-04
127. UNITED TECHNOLOGIES CORP     2018-04-04
323.798 VANGUARD S/T INVEST GR-ADM #539   2016-07-07 2018-04-04
7. WALGREENS BOOTS ALLIANCE INC   2017-06-14 2018-04-04
416.437 WESMARK GOVERNMENT BOND FUND #556   2016-07-07 2018-04-04
9. BROADCOM LTD   2016-10-05 2018-04-04
48.198 ABERDEEN EMERGING MKTS FD.INST   2016-10-05 2018-07-11
41.285 INVESCO INT'L GROWTH FD-I     2018-07-11
12. ALIBABA GROUP HOLDING LTD   2017-06-14 2018-07-11
6. ALPHABET INC CL A     2018-07-11
5. AMAZON.COM INC.   2017-06-14 2018-07-11
35. AMGEN INC.   2016-10-05 2018-07-11
29. APPLE INC     2018-07-11
65. BB&T CORPORATION   2017-12-13 2018-07-11
24. BRISTOL-MYERS SQUIBB COMPANY   2017-06-14 2018-07-11
30. BROADCOM INC     2018-07-11
35. CAPITAL ONE FINANCIAL   2017-12-13 2018-07-11
36. CHEVRON CORPORATION   2016-10-05 2018-07-11
273. CHURCH & DWIGHT CO INC     2018-07-11
36. CHURCH & DWIGHT CO INC   2017-12-13 2018-07-11
11. CONSTELLATION BRANDS, INC.   2017-06-14 2018-07-11
337. CONTINENTAL RESOURCES     2018-07-11
13. CONTINENTAL RESOURCES   2017-12-13 2018-07-11
37. DANAHER CORP   2016-10-05 2018-07-11
43. DELTA AIR LINES     2018-07-11
345. DELTA AIR LINES   2016-10-05 2018-07-11
34. WALT DISNEY COMPANY   2016-05-17 2018-07-11
78. DUPONT DE NEMOURS INC   2016-10-05 2018-07-11
265. EQT CORP     2018-07-11
64. EQT CORP     2018-07-11
71. FACEBOOK INC   2017-06-14 2018-07-11
14. FEDEX CORP   2016-10-05 2018-07-11
32. HOME DEPOT INC.     2018-07-11
21. HONEYWELL INTERNATIONAL INC   2016-10-05 2018-07-11
740.828 HOTCHKIS & WILEY MID CAP VALUE FUND     2018-07-11
47.234 HOTCHKIS & WILEY MID CAP VALUE FUND   2018-04-04 2018-07-11
747. I SHARES IBOXX $ INV GRADE CORP BOND FD     2018-07-11
15. I SHARES IBOXX $ INV GRADE CORP BOND FD     2018-07-11
55. I SHARES CORE S&P MIDCAP ETF   2017-06-14 2018-07-11
44. JP MORGAN CHASE   2016-10-05 2018-07-11
37. JOHNSON & JOHNSON   2016-10-05 2018-07-11
266. LENNAR CORP     2018-07-11
30. MARATHON PETROLEUM CORP   2016-10-05 2018-07-11
116. MASCO CORP   2016-10-05 2018-07-11
43. MASTERCARD INC   2016-10-05 2018-07-11
136. MERCK & CO     2018-07-11
67. MICROSOFT CORP     2018-07-11
73. MONDELEZ INTERNATIONAL   2016-07-07 2018-07-11
21. NEXTERA ENERGY   2016-05-17 2018-07-11
27. O'REILLY AUTOMOTIVE   2017-06-14 2018-07-11
135. PPG INDUSTRIES INC     2018-07-11
5. PPG INDUSTRIES INC   2018-04-04 2018-07-11
52. PALO ALTO NETWORKS   2016-05-17 2018-07-11
12. PEPSICO INC     2018-07-11
176. PEPSICO INC   2017-06-14 2018-07-11
36.074 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1   2017-06-14 2018-07-11
27. PRUDENTIAL FINANCIAL INC     2018-07-11
20. SALESFORCE.COM,INC   2018-04-04 2018-07-11
28. SPIRIT AEROSYSTEMS HOLDINGS, INC.   2018-04-04 2018-07-11
29. SPLUNK INC     2018-07-11
48. T-MOBILE US INC   2017-06-14 2018-07-11
39. TEXAS INSTRUMENTS INC     2018-07-11
37. US BANCORP   2016-10-05 2018-07-11
33. ULTA BEAUTY INC   2018-04-04 2018-07-11
555.097 VANGUARD S/T INVEST GR-ADM #539   2017-12-13 2018-07-11
21508.235 VANGUARD S/T INVEST GR-ADM #539     2018-07-11
46. WALGREENS BOOTS ALLIANCE INC   2017-12-13 2018-07-11
274. WALGREENS BOOTS ALLIANCE INC   2017-06-14 2018-07-11
628. INVESCO LTD     2018-07-11
26. INVESCO LTD   2018-04-04 2018-07-11
77. MEDTRONIC PLC   2017-12-13 2018-07-11
25. CHUBB LIMITED   2016-07-07 2018-07-11
.5 GARRETT MOTION INC   2016-10-05 2018-10-01
1. AMAZON.COM INC.   2017-06-14 2018-10-02
4. AMGEN INC.   2016-10-05 2018-10-02
10. APPLE INC   2016-05-17 2018-10-02
3. CVS HEALTH CORP   2018-07-11 2018-10-02
9. WALT DISNEY COMPANY   2016-05-17 2018-10-02
24. HOME DEPOT INC.   2016-10-05 2018-10-02
8. HONEYWELL INTERNATIONAL INC   2016-10-05 2018-10-02
15. JP MORGAN CHASE   2016-10-05 2018-10-02
12. JOHNSON & JOHNSON   2016-10-05 2018-10-02
5. LOCKHEED MARTIN   2018-04-04 2018-10-02
21. MARATHON PETROLEUM CORP   2016-10-05 2018-10-02
272. MASCO CORP     2018-10-02
9. MASTERCARD INC   2016-10-05 2018-10-02
6. MERCK & CO   2016-10-05 2018-10-02
23. MICROSOFT CORP   2016-07-07 2018-10-02
5. MONDELEZ INTERNATIONAL   2016-07-07 2018-10-02
3. O'REILLY AUTOMOTIVE   2017-06-14 2018-10-02
4. PALO ALTO NETWORKS   2016-05-17 2018-10-02
18.612 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1   2017-06-14 2018-10-02
20. PRUDENTIAL FINANCIAL INC   2018-04-04 2018-10-02
153. PRUDENTIAL FINANCIAL INC     2018-10-02
3. RAYTHEON COMPANY   2018-04-04 2018-10-02
7. SPDR S&P 500 ETF   2017-06-14 2018-10-02
13. SALESFORCE.COM,INC   2018-04-04 2018-10-02
14. SPIRIT AEROSYSTEMS HOLDINGS, INC.   2018-04-04 2018-10-02
126. SPLUNK INC   2016-05-17 2018-10-02
21. T-MOBILE US INC   2017-06-14 2018-10-02
189. TYSON FOODS INC CL A   2018-07-11 2018-10-02
19. US BANCORP   2016-10-05 2018-10-02
5. ULTA BEAUTY INC   2018-04-04 2018-10-02
3.497 VANGUARD EQUITY INCOME FUND -ADM#565   2016-10-05 2018-10-02
3.815 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2018-07-11 2018-10-02
10. WALMART INC   2018-07-11 2018-10-02
279.705 WESMARK GROWTH FUND #549   2017-06-14 2018-10-02
42.166 WESMARK TACTICAL OPPORTUNITY FUND   2017-06-14 2018-10-02
24. MEDTRONIC PLC   2017-12-13 2018-10-02
.833 RESIDEO TECHNOLOGIES INC   2016-10-05 2018-10-29
464. HALLIBURTON     2018-11-02
1. ALIBABA GROUP HOLDING LTD   2017-06-14 2018-11-30
4. AMGEN INC.   2016-10-05 2018-11-30
32. BB&T CORPORATION   2017-12-13 2018-11-30
3. BROADCOM INC   2016-07-07 2018-11-30
21. CVS HEALTH CORP   2018-07-11 2018-11-30
6. CHEVRON CORPORATION   2016-10-05 2018-11-30
9. DANAHER CORP   2016-10-05 2018-11-30
13. DIGITAL REALTY TRUST (REIT)   2018-10-02 2018-11-30
8. WALT DISNEY COMPANY   2016-05-17 2018-11-30
22. DOLLAR TREE   2018-07-11 2018-11-30
1. FEDEX CORP   2016-10-05 2018-11-30
8. GARRETT MOTION INC     2018-11-30
90. I SHARES CORE U.S. AGGREGATE BOND ETF   2016-10-05 2018-11-30
6. JP MORGAN CHASE   2016-10-05 2018-11-30
18. JOHNSON & JOHNSON   2016-10-05 2018-11-30
52. MERCK & CO   2016-10-05 2018-11-30
8. MICROSOFT CORP   2016-07-07 2018-11-30
28. MONDELEZ INTERNATIONAL     2018-11-30
12. NEXTERA ENERGY   2016-05-17 2018-11-30
5. O'REILLY AUTOMOTIVE   2017-06-14 2018-11-30
12. RESIDEO TECHNOLOGIES INC   2016-05-17 2018-11-30
3. SPDR S&P 500 ETF   2017-06-14 2018-11-30
13. T-MOBILE US INC   2017-06-14 2018-11-30
42. US BANCORP   2016-10-05 2018-11-30
8. ULTA BEAUTY INC   2018-04-04 2018-11-30
12. WALMART INC   2018-07-11 2018-11-30
8. MEDTRONIC PLC   2017-12-13 2018-11-30
9. CHUBB LIMITED     2018-11-30
12.077 ABERDEEN EMERGING MKTS FD.INST   2016-10-05 2018-12-03
1036.461 FEDERATED SHORT-TERM INCOME FD-IS #65   2016-10-05 2018-12-03
1054.398 FEDERATED TOTAL RETURN BD FD #328   2016-10-05 2018-12-03
13.187 VANGUARD EQUITY INCOME FUND -ADM#565   2016-10-05 2018-12-03
961.649 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2018-07-11 2018-12-03
3.424 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2018-07-11 2018-12-03
2822.719 WESMARK GOVERNMENT BOND FUND #556   2016-07-07 2018-12-03
322.071 WESMARK TACTICAL OPPORTUNITY FUND   2017-06-14 2018-12-03
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 250   214 36
b 19,553   12,936 6,617
c 7   6 1
d 514   408 106
e 1,097   1,050 47
11,893   4,954 6,939
313   317 -4
191   191  
908   866 42
1,574   1,187 387
4,845   4,471 374
1,162   930 232
1,790   1,821 -31
1,598   1,615 -17
408   426 -18
3,042   2,271 771
740   718 22
4,286   3,459 827
534   558 -24
186   154 32
151   124 27
639   540 99
1,850   1,153 697
7,177   4,982 2,195
1,875   1,096 779
4,133   3,569 564
9,420   11,252 -1,832
2,877   2,863 14
966   722 244
18,363   13,049 5,314
3,273   2,109 1,164
489   247 242
15,355   16,025 -670
6,238   3,830 2,408
15,758   12,916 2,842
3,400   3,494 -94
456   578 -122
4,002   4,256 -254
2,091   1,566 525
691   662 29
1,436   1,344 92
2,262   1,631 631
7,028   4,775 2,253
8,728   4,933 3,795
6,776   5,893 883
5,451   3,450 2,001
3,379   3,249 130
1,334   1,310 24
7,306   4,705 2,601
3,340   3,345 -5
4,463   3,681 782
14,877   12,633 2,244
1,962   1,735 227
2,380   1,986 394
20,774   13,982 6,792
801   625 176
3,653   2,869 784
2,128   2,307 -179
17,073   13,943 3,130
3,651   3,440 211
5,151   4,077 1,074
14,919   18,199 -3,280
3,603   3,073 530
14,452   10,800 3,652
3,233   2,445 788
6,300   4,180 2,120
3,056   2,421 635
29,885   24,718 5,167
1,905   1,747 158
86,006   90,166 -4,160
1,727   1,796 -69
10,946   9,711 1,235
4,690   2,985 1,705
4,677   4,404 273
14,379   11,111 3,268
2,107   1,264 843
4,378   3,981 397
8,772   4,391 4,381
8,417   8,557 -140
6,838   3,786 3,052
3,071   3,291 -220
3,542   2,529 1,013
7,630   6,294 1,336
13,961   14,174 -213
517   548 -31
11,071   7,014 4,057
1,350   1,329 21
19,800   20,732 -932
1,772   1,400 372
2,585   2,158 427
2,872   2,353 519
2,365   2,278 87
2,926   1,539 1,387
2,879   3,067 -188
4,360   2,370 1,990
1,902   1,613 289
8,283   6,766 1,517
5,806   5,912 -106
224,976   230,838 -5,862
2,914   3,267 -353
17,358   22,627 -5,269
16,785   16,916 -131
695   817 -122
6,716   6,301 415
3,317   3,202 115
8   6 2
2,007   987 1,020
831   673 158
2,297   937 1,360
239   203 36
1,049   911 138
4,974   3,090 1,884
1,328   913 415
1,701   1,018 683
1,681   1,428 253
1,738   1,685 53
1,727   885 842
9,930   8,629 1,301
1,999   919 1,080
431   378 53
2,658   1,178 1,480
215   225 -10
1,032   699 333
896   540 356
949   722 227
2,010   2,058 -48
15,377   11,075 4,302
621   639 -18
2,043   1,712 331
2,065   1,530 535
1,299   1,139 160
14,462   6,224 8,238
1,468   1,342 126
11,058   12,546 -1,488
998   828 170
1,410   1,025 385
280   231 49
162   159 3
954   866 88
6,190   5,404 786
463   434 29
2,372   1,964 408
20   17 3
16,100   20,690 -4,590
160   136 24
832   673 159
1,640   1,600 40
712   452 260
1,676   1,419 257
714   614 100
985   698 287
1,488   1,446 42
923   809 114
1,912   1,870 42
229   175 54
91   97 -6
9,436   10,044 -608
667   407 260
2,632   2,142 490
4,114   3,272 842
884   410 474
1,261   1,252 9
2,175   1,445 730
1,740   1,166 574
248   241 7
827   734 93
888   831 57
2,302   1,831 471
2,386   1,640 746
1,169   1,039 130
779   655 124
1,206   1,147 59
172   166 6
8,717   8,841 -124
10,945   11,704 -759
1,046   872 174
8,934   9,049 -115
139   143 -4
26,929   28,848 -1,919
3,427   3,314 113
      45,952
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       36
b       6,617
c       1
d       106
e       47
      6,939
      -4
       
      42
      387
      374
      232
      -31
      -17
      -18
      771
      22
      827
      -24
      32
      27
      99
      697
      2,195
      779
      564
      -1,832
      14
      244
      5,314
      1,164
      242
      -670
      2,408
      2,842
      -94
      -122
      -254
      525
      29
      92
      631
      2,253
      3,795
      883
      2,001
      130
      24
      2,601
      -5
      782
      2,244
      227
      394
      6,792
      176
      784
      -179
      3,130
      211
      1,074
      -3,280
      530
      3,652
      788
      2,120
      635
      5,167
      158
      -4,160
      -69
      1,235
      1,705
      273
      3,268
      843
      397
      4,381
      -140
      3,052
      -220
      1,013
      1,336
      -213
      -31
      4,057
      21
      -932
      372
      427
      519
      87
      1,387
      -188
      1,990
      289
      1,517
      -106
      -5,862
      -353
      -5,269
      -131
      -122
      415
      115
      2
      1,020
      158
      1,360
      36
      138
      1,884
      415
      683
      253
      53
      842
      1,301
      1,080
      53
      1,480
      -10
      333
      356
      227
      -48
      4,302
      -18
      331
      535
      160
      8,238
      126
      -1,488
      170
      385
      49
      3
      88
      786
      29
      408
      3
      -4,590
      24
      159
      40
      260
      257
      100
      287
      42
      114
      42
      54
      -6
      -608
      260
      490
      842
      474
      9
      730
      574
      7
      93
      57
      471
      746
      130
      124
      59
      6
      -124
      -759
      174
      -115
      -4
      -1,919
      113
       
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 2 149,511
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 143,712 2,624,254 0.054763
2016 294,541 2,718,419 0.10835
2015 11,530 2,906,486 0.003967
2014 60,118 2,884,406 0.020842
2013 128,011 2,696,825 0.047467
2
Total of line 1, column (d) .....................
2
0.235389
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
0.047078
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,664,475
5
Multiply line 4 by line 3......................
5
125,438
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,872
7
Add lines 5 and 6........................
7
127,310
8
Enter qualifying distributions from Part XII, line 4,.............
8
161,390
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 1,872
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 1,872
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 1,872
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,410
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 459
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,869
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 3
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     		8,552    
    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 N/A  
    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
    2,671,510
    b
    Average of monthly cash balances.......................
    1b
    33,541
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,705,051
    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
    2,705,051
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    40,576
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,664,475
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    133,224
    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
    133,224
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,872
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,872
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    131,352
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    131,352
    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
    131,352
    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
    161,390
    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
    161,390
    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
    1,872
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    159,518
    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 7 131,352
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    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...... 34,670
    e From 2017...... 15,327
    fTotal of lines 3a through e........ 49,997
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 161,390
    a Applied to 2017, but not more than line 2a 0
    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..... 131,352
    e Remaining amount distributed out of corpus 30,038
    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 80,035
    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 ..........     		0
    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 ......     		80,035
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 34,670
    d Excess from 2017.... 15,327
    e Excess from 2018.... 30,038
    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).)
    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.
    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:
    WESBANCO BANK
    1 BANK PLAZA
    WHEELING,WV26003
    (304) 234-9400
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FORM AND COPY OF IRS 501(C)(3) EXEMPTION LETTER
    cAny submission deadlines:
    NOVEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FOR USE IN THE STATE OF 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
    ARC OF OHIO COUNTY
    439 WARWOOD AVENUE
    WHEELING,WV26003     		NONE PUBLIC CHARITY GENERAL SUPPORT 4,000
    ST MATTHEWS EPISCOPAL CHURCH
    PO BOX 508
    WHEELING,WV26003     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    SANDSCREST FOUNDATION
    143 SANDSCREST DRIVE
    WHEELING,WV26003     		NONE 501(C)(3) OPERATIONAL EXPENSES 70,000
    SANDSCREST FOUNDATION
    143 SANDSCREST DRIVE
    WHEELING,WV26003     		NONE 501(C)(3) REPAIRS AND MAINTENANCE 30,000
    BOY SCOUTS OF AMERICA
    OHIO RIVER VALLEY COUNCIL
    PO BOX 6186 192 MCCOLLOCH DRIVE
    WHEELING,WV26003     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    FAITH IN ACTION CAREGIVERS INC
    38 NORTH 4TH STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    WHEELING SYMPHONY SOCIETY INC
    1025 MAIN STREET SUITE 811
    WHEELING,WV26003     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    ST LUKES EPISCOPAL CHURCH
    200 SOUTH PENN STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY GENERAL - KITCHEN 15,000
    KINGS DAUGHTERS CHILD CARE CENTER
    61-13TH STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    Total .................................bullet 3a 152,500
    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 46,783  
    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 ............     		    18 149,511  
    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)..   196,294  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    196,294
    (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:
    HARRY AND HELEN SANDS CHARITABLE TRUST
    EIN:
    55-6015175
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 675 338   338

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HARRY AND HELEN SANDS CHARITABLE TRUST
    EIN:
    55-6015175
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EOG RESOURCES INC 22,243 16,308
    INVESCO LTD    
    CHUBB LIMITED 14,795 15,243
    BROADCOM INC 13,519 23,394
    AETNA INC    
    ALPHABET INC CL A 11,652 16,719
    AMGEN INC 11,929 15,184
    APPLE INC 8,061 12,146
    BOEING INC    
    LOCKHEED MARTIN 19,774 15,449
    KRAFT HEINZ CO 14,468 9,942
    CHEVRON CORPORATION 14,556 14,469
    CHURCH & DWIGHT CO INC    
    CONSTELLATION BRANDS INC 13,976 12,866
    CONTINENTAL RESOURCES    
    DANAHER CORP 11,398 15,056
    DELTA AIR LINES    
    WALT DISNEY COMPANY 9,895 11,184
    DUPONT DE NEMOURS INC 15,697 14,760
    EQT CORP    
    FACEBOOK INC 23,901 22,416
    FEDEX CORP 13,660 12,584
    FMC CORPORATION 16,869 14,052
    HOME DEPOT INC 9,710 11,512
    HONEYWELL INTERNATIONAL 8,984 10,702
    I SHARES CORE US AGGREGATE BON 150,434 147,169
    I SHARES IBOXX $ INV GRADE COR    
    I SHARES S&P MIDCAP 400 INDEX 39,235 43,010
    I SHARES RUSSELL 2000 EFT 17,710 18,077
    I SHARES MSCI ACWX INDEX FUND 21,637 22,239
    JP MORGAN CHASE 14,410 20,988
    JOHNSON & JOHNSON 15,699 17,422
    LENNAR CORP    
    KINDER MORGAN INC 13,953 12,596
    MARATHON PETROLEUM CORP 6,564 8,970
    MASCO CORP    
    MASTERCARD INC CLASS A 12,378 18,865
    MERCK & CO 15,828 21,318
    MICROSOFT CORP 12,408 21,838
    MONDELEZ INTERNATIONAL 11,540 10,648
    NATIONAL RETAIL PROPERTIES INC    
    NEXTERA ENERGY 9,398 13,558
    KANSAS CITY SOUTHERN 16,826 14,890
    PALO ALTO NETWORKS 9,311 12,619
    PRUDENTIAL FINANCIAL INC    
    SPDR S&P 500 ETF 65,140 61,480
    SPLUNK INC    
    TEXAS INSTRUMENTS INC 7,620 11,529
    US BANCORP 21,609 23,353
    UNITED TECHNOLOGIES CORP    
    MEDTRONIC PLC 15,040 16,737
    ALIBABA GROUP HOLDING LTD 14,084 13,844
    AMAZON.COM INC 19,984 27,035
    BB&T CORPORATION 17,351 15,205
    BRISTOL-MYERS SQUIBB COMPANY 16,741 15,854
    CAPITAL ONE FINANCIAL 19,079 15,118
    HALLIBURTON    
    OREILLY AUTOMOTIVE 11,930 17,217
    PPG INDUSTRIES INC    
    PAYPAL HOLDINGS    
    PEPSICO INC    
    RAYTHEON COMPANY 19,377 15,642
    STARBUCKS CORP    
    T-MOBILE US INC 10,969 10,941
    WALGREENS BOOTS ALLIANCE INC    
    WALMART INC 10,564 11,364
    SPIRIT AEROSYSTEMS HOLDINGS IN 17,819 15,788
    ULTA BEAUTY INC 10,867 12,977
    SALESFORCE.COM INC 15,120 17,395
    CVS HEALTH CORP 14,997 14,545
    DIGITAL REALTY TRUST INC 15,461 14,810
    DOLLAR TREE 15,070 16,167

    TY 2018 InvestmentsOtherSchedule2
    Name:
    HARRY AND HELEN SANDS CHARITABLE TRUST
    EIN:
    55-6015175
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABERDEEN EMERGING MKTS FD INST AT COST 3,127 3,415
    INVESCO INT'L GROWTH FD - I AT COST 16,105 14,402
    FEDERATED SHORT-TERM INCOME FD AT COST 126,626 125,641
    FEDERATED TOTAL RETURN BD FD # AT COST 200,247 194,808
    HOTCHKIS & WILEY MID CAP VALUE      
    PRIMECAP ODYSSEY AGGRESSIVE GR AT COST 19,172 22,048
    VANGUARD EQUITY INCOME FD ADM AT COST 17,525 17,193
    VANGUARD S/T INVEST GR - ADM #      
    WESMARK GROWTH FUND #549 AT COST 222,121 205,849
    WESMARK GOVERNMENT BOND FUND # AT COST 374,841 363,252
    WESMARK SMALL COMPANY GROWTH F AT COST 174,597 147,937
    WESMARK TACTICAL OPPORTUNITY F AT COST 110,305 108,620
    VANGUARD INTM-TERM INV GRADE F AT COST 147,003 146,699
    VICTORY SYCAMORE ESTABLISHED V AT COST 13,681 10,825

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HARRY AND HELEN SANDS CHARITABLE TRUST
    EIN:
    55-6015175
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 8,552 4,276   4,276


    TY 2018 TaxesSchedule
    Name:
    HARRY AND HELEN SANDS CHARITABLE TRUST
    EIN:
    55-6015175
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 104 104   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,648 0   0
    FOREIGN TAXES ON QUALIFIED FOR 115 115   0
    FOREIGN TAXES ON NONQUALIFIED 3 3   0