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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 03-01-2020 , and ending 02-28-2021
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$3,613,485J 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... 56,955 56,955  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 148,666
b Gross sales price for all assets on line 6a 840,706
7 Capital gain net income (from Part IV, line 2)... 148,666
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........ 205,621 205,621  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,874 14,906   4,969
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)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,972 364   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 210      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,731 15,608 0 5,307
25 Contributions, gifts, grants paid....... 144,759 144,759
26 Total expenses and disbursements. Add lines 24 and 25 170,490 15,608 0 150,066
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,131
b Net investment income (if negative, enter -0-) 190,013
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 146,544 138,626 138,626
3 Accounts receivable bullet539
Less: allowance for doubtful accounts bullet   1,020 539 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)....... 1,448,810 Click to see attachment1,414,865 2,168,352
c Investments—corporate bonds (attach schedule)....... 1,197,537 Click to see attachment1,275,012 1,306,507
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) 2,793,911 2,829,042 3,613,485
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,793,911 2,829,042
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,793,911 2,829,042
30 Total liabilities and net assets/fund balances (see instructions). 2,793,911 2,829,042
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,793,911
2
Enter amount from Part I, line 27a .....................
2
35,131
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,829,042
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 29 .
6
2,829,042
Form 990-PF (2020)
Form 990-PF (2020)
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 207. ADVANCED MICRO DEVICES INC   2019-03-07 2020-03-20
b 23. ALIBABA GROUP HOLDING LTD     2020-03-20
c 3. AMAZON.COM INC.   2019-03-07 2020-03-20
d 13. AMGEN INC.     2020-03-20
e 10. APPLE INC   2019-03-07 2020-03-20
22. CVS HEALTH CORP   2018-07-11 2020-03-20
70. CONAGRA BRANDS INC   2019-10-11 2020-03-20
5. DANAHER CORP   2015-09-30 2020-03-20
20. DIGITAL REALTY TRUST (REIT)   2018-10-02 2020-03-20
154. DOLLAR TREE     2020-03-20
57. EOG RESOURCES INC     2020-03-20
197. EOG RESOURCES INC     2020-03-20
1668.957 FEDERATED SHORT-TERM INCOME FD -SVC   2016-02-10 2020-03-20
1597.651 FEDERATED HERMES TOTAL RETURN BD FD #328   2015-07-01 2020-03-20
123. I SHARES CORE U.S. AGGREGATE BOND ETF   2015-07-01 2020-03-20
1. JP MORGAN CHASE   2019-03-07 2020-03-20
25. JOHNSON & JOHNSON     2020-03-20
6. KANSAS CITY SOUTHERN   2018-10-02 2020-03-20
14. MICROSOFT CORP     2020-03-20
3. NEXTERA ENERGY   2016-02-10 2020-03-20
15. PAYPAL HOLDINGS   2019-03-07 2020-03-20
19. PEPSICO INC   2019-03-07 2020-03-20
1401.197 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2018-07-11 2020-03-20
4438.566 WESMARK GOVERNMENT BOND FUND #556     2020-03-20
.8456 RAYTHEON TECHNOLOGIES   2018-07-11 2020-04-03
176. T-MOBILE US INC - RIGHTS     2020-07-10
51.598 ABERDEEN EMERGING MKTS FD.INST     2020-08-04
45. ADVANCED MICRO DEVICES INC   2019-03-07 2020-08-04
116.81 INVESCO INTL GROWTH FUND-R6   2015-07-01 2020-08-04
10. ALIBABA GROUP HOLDING LTD     2020-08-04
3. AMAZON.COM INC.   2017-02-16 2020-08-04
13. APPLE INC     2020-08-04
4. BOEING CO.   2019-10-11 2020-08-04
26. BROADCOM INC     2020-08-04
51. CHEVRON CORPORATION     2020-08-04
4. CONAGRA BRANDS INC   2019-10-11 2020-08-04
26. CONSTELLATION BRANDS, INC.     2020-08-04
19. DANAHER CORP   2015-09-30 2020-08-04
43. WALT DISNEY COMPANY     2020-08-04
125. WALT DISNEY COMPANY     2020-08-04
43. FMC CORPORATION   2018-07-11 2020-08-04
12. FACEBOOK INC   2018-10-02 2020-08-04
16966.949 FEDERATED SHORT-TERM INCOME FUND CLASS I     2020-08-04
434. I SHARES BARCLAYS 1-3 YR TREASURY BOND F   2020-03-20 2020-08-04
37. I SHARES CORE S&P MIDCAP ETF     2020-08-04
18. I SHARES RUSSELL 2000 ETF     2020-08-04
41. ISHARES MSCI ACWX INDEX FUND ETF     2020-08-04
21. KANSAS CITY SOUTHERN     2020-08-04
234. KINDER MORGAN INC   2018-11-02 2020-08-04
111. MARATHON PETROLEUM CORP   2020-03-20 2020-08-04
180. MARATHON PETROLEUM CORP     2020-08-04
5. MASTERCARD INC   2018-04-04 2020-08-04
28. MICROSOFT CORP   2015-07-01 2020-08-04
110. MORGAN STANLEY   2019-03-07 2020-08-04
2. PALO ALTO NETWORKS   2019-07-12 2020-08-04
32. PAYPAL HOLDINGS     2020-08-04
184.107 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1     2020-08-04
4. SPDR S&P 500 ETF   2019-03-07 2020-08-04
32. SALESFORCE.COM,INC   2019-03-07 2020-08-04
15. T-MOBILE US INC   2017-06-13 2020-08-04
16. TRUIST FINANCIAL CORP   2017-12-13 2020-08-04
14. TYSON FOODS INC CL A   2020-03-20 2020-08-04
24.314 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2018-07-11 2020-08-04
1039.485 WESMARK GROWTH FUND #549     2020-08-04
3493.281 WESMARK SMALL COMPANY GROWTH FUND     2020-08-04
309.661 WESMARK TACTICAL OPPORTUNITY FUND     2020-08-04
12. MEDTRONIC PLC   2020-03-20 2020-08-04
184. MEDTRONIC PLC     2020-08-04
86.987 ABERDEEN EMERGING MKTS FD.INST     2021-01-12
24. ADVANCED MICRO DEVICES INC   2019-10-11 2021-01-12
86. ALIBABA GROUP HOLDING LTD     2021-01-12
5. ALPHABET INC CL A     2021-01-12
3. APPLE INC   2006-04-07 2021-01-12
12. BOEING CO.   2019-10-11 2021-01-12
4. BROADCOM INC   2015-07-01 2021-01-12
3. CVS HEALTH CORP   2018-07-11 2021-01-12
392. CONAGRA BRANDS INC   2019-10-11 2021-01-12
11. CONSTELLATION BRANDS, INC.     2021-01-12
269. DUPONT DE NEMOURS INC     2021-01-12
105. DUPONT DE NEMOURS INC     2021-01-12
17. FACEBOOK INC     2021-01-12
32. FEDEX CORP   2020-08-04 2021-01-12
49. I SHARES CORE S&P MIDCAP ETF     2021-01-12
26. I SHARES RUSSELL 2000 ETF     2021-01-12
101. ISHARES MSCI ACWX INDEX FUND ETF     2021-01-12
48. JP MORGAN CHASE     2021-01-12
19. KANSAS CITY SOUTHERN   2019-03-07 2021-01-12
10. MASTERCARD INC   2018-04-04 2021-01-12
63. MERCK & CO     2021-01-12
64. MORGAN STANLEY   2019-03-07 2021-01-12
22. PALO ALTO NETWORKS     2021-01-12
11. PAYPAL HOLDINGS   2019-10-11 2021-01-12
8. PHILLIPS 66   2020-08-04 2021-01-12
26.295 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1   2019-10-11 2021-01-12
25. PRUDENTIAL FINANCIAL INC   2019-07-12 2021-01-12
29. RAYTHEON TECHNOLOGIES     2021-01-12
2. SPDR S&P 500 ETF   2014-10-16 2021-01-12
12. SALESFORCE.COM,INC     2021-01-12
18. TJX COMPANIES INC   2019-10-11 2021-01-12
20. T-MOBILE US INC   2017-06-13 2021-01-12
59. TRUIST FINANCIAL CORP   2017-12-13 2021-01-12
21. TYSON FOODS INC CL A   2020-03-20 2021-01-12
105. US BANCORP     2021-01-12
1. ULTA BEAUTY INC   2019-10-11 2021-01-12
8.31 VANGUARD EQUITY INCOME FUND -ADM#565   2017-12-13 2021-01-12
34.493 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2018-07-11 2021-01-12
23. WALMART INC   2018-07-11 2021-01-12
806.694 WESMARK SMALL COMPANY GROWTH FUND   2015-07-01 2021-01-12
29.719 WESMARK TACTICAL OPPORTUNITY FUND   2019-10-11 2021-01-12
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 8,636   4,582 4,054
b 4,267   3,638 629
c 5,616   4,962 654
d 2,487   2,224 263
e 2,479   1,729 750
1,215   1,486 -271
1,842   2,008 -166
629   324 305
2,501   2,225 276
11,339   12,928 -1,589
1,992   4,020 -2,028
6,886   23,474 -16,588
13,919   14,153 -234
16,807   17,366 -559
13,504   13,314 190
87   102 -15
3,110   2,561 549
682   688 -6
2,002   858 1,144
619   340 279
1,361   1,437 -76
2,121   2,208 -87
13,339   13,185 154
43,853   44,960 -1,107
51   70 -19
25   46 -21
834   708 126
3,732   996 2,736
3,769   3,961 -192
2,593   1,218 1,375
9,339   2,527 6,812
5,698   2,207 3,491
658   1,491 -833
8,424   5,702 2,722
4,370   6,030 -1,660
151   115 36
4,532   4,360 172
3,907   1,232 2,675
5,057   4,233 824
14,700   11,810 2,890
4,616   3,315 1,301
2,992   1,921 1,071
147,103   143,833 3,270
37,551   37,581 -30
6,981   6,099 882
2,705   3,005 -300
1,875   1,915 -40
3,629   2,393 1,236
3,360   3,312 48
4,158   2,090 2,068
6,743   8,740 -1,997
1,569   852 717
5,901   1,267 4,634
5,432   4,509 923
503   433 70
6,317   3,549 2,768
8,740   7,635 1,105
1,317   1,103 214
6,370   5,021 1,349
1,614   963 651
592   800 -208
899   785 114
857   1,016 -159
22,526   20,349 2,177
48,731   50,229 -1,498
3,388   3,292 96
1,168   951 217
17,915   15,170 2,745
1,871   1,213 658
2,333   714 1,619
19,538   8,766 10,772
8,733   3,316 5,417
387   7 380
2,492   4,472 -1,980
1,803   545 1,258
230   203 27
12,823   11,243 1,580
2,525   1,812 713
23,156   22,261 895
9,038   4,355 4,683
4,302   3,023 1,279
7,850   5,459 2,391
11,945   7,583 4,362
5,451   3,985 1,466
5,531   4,565 966
6,758   3,874 2,884
4,020   2,128 1,892
3,395   1,703 1,692
5,258   3,224 2,034
4,885   2,623 2,262
8,113   3,718 4,395
2,602   1,126 1,476
586   491 95
1,486   1,093 393
2,052   2,554 -502
2,049   2,359 -310
758   373 385
2,579   1,876 703
1,227   1,058 169
2,627   1,283 1,344
3,071   2,949 122
1,357   1,178 179
5,226   5,057 169
290   249 41
678   657 21
1,481   1,441 40
3,433   1,992 1,441
13,746   11,576 2,170
362   330 32
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
      57,974
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       4,054
b       629
c       654
d       263
e       750
      -271
      -166
      305
      276
      -1,589
      -2,028
      -16,588
      -234
      -559
      190
      -15
      549
      -6
      1,144
      279
      -76
      -87
      154
      -1,107
      -19
      -21
      126
      2,736
      -192
      1,375
      6,812
      3,491
      -833
      2,722
      -1,660
      36
      172
      2,675
      824
      2,890
      1,301
      1,071
      3,270
      -30
      882
      -300
      -40
      1,236
      48
      2,068
      -1,997
      717
      4,634
      923
      70
      2,768
      1,105
      214
      1,349
      651
      -208
      114
      -159
      2,177
      -1,498
      96
      217
      2,745
      658
      1,619
      10,772
      5,417
      380
      -1,980
      1,258
      27
      1,580
      713
      895
      4,683
      1,279
      2,391
      4,362
      1,466
      966
      2,884
      1,892
      1,692
      2,034
      2,262
      4,395
      1,476
      95
      393
      -502
      -310
      385
      703
      169
      1,344
      122
      179
      169
      41
      21
      40
      1,441
      2,170
      32
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 148,666
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,641
c All other domestic foundations enter 1.39% 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 2,641
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 2,641
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,984
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 2,984
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 343
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet343 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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     		19,874    
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    3,170,631
    b
    Average of monthly cash balances.......................
    1b
    106,600
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,277,231
    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
    3,277,231
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    49,158
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,228,073
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    161,404
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    161,404
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,641
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,641
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    158,763
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    158,763
    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
    158,763
    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
    150,066
    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
    150,066
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    150,066
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 158,763
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 60,764
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 150,066
    a Applied to 2019, but not more than line 2a 60,764
    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 2020 distributable amount..... 89,302
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		69,461
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    UNIVERSITY OF MIAMI
    1320 S DIXIE HWY
    CORAL GABLES,FL33146     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MICHAEL 3,000
    XAVIER UNIVERSITY
    3800 VICTORY PARKWAY
    CINCINNATI,OH45207     		NONE PUBLIC CHARITY SCHOLARSHIP FOR EMILY CROFT 1,500
    INDIANA UNIVERSITY
    107 S INDIANA AVENUE
    BLOOMINGTON,IN47405     		NONE PUBLIC CHARITY SCHOLARSHIP FOR BRIONNA 3,000
    SETON HALL UNIVERSITY
    400 S ORANGE AVE
    SOUTH ORANGE,NJ07079     		NONE PUBLIC CHARITY SCHOLARSHIP FOR AALIYAH 2,000
    EMORY UNIVERSITY
    201 DOWMAN DRIVE
    ATLANTA,GA30322     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MARIAN MOSS 5,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE PO BOX 1650
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR TERESA 4,000
    UNIVERSITY OF PITTSBURGH
    4200 FIFTH AVENUE
    PITTSBURGH,PA15260     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MCKENNA 1,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE PO BOX 1650
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KOLBY 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE PO BOX 1650
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MADELINE 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE PO BOX 1650
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JENNAVIEVE 2,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE PO BOX 1650
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR DEANNA 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR NATHAN 2,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ASHLYN 1,500
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR CATIE 1,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR EMMA 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JITESH 5,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JACOB SHIA 2,000
    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 ISABELLA 3,000
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KIERAN 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ZACHARY 3,000
    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 WILLIAM 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JONAH 1,500
    WEST LIBERTY UNIVERSITY
    101 FACULTY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MEGAN AYALA 5,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ELIZABETH 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 ARIEL ROXBY 3,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ASHLEY 3,000
    WHEELING UNIVERSITY
    316 WASHINGTON AVENUE
    WHEELING,WV26003     		NONE PUBLIC CHARITY SCHOLARSHIP FOR AMARI POOLE 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR HANNAH 4,000
    WEST VIRGINIA WESLEYAN COLLEGE
    59 COLLEGE AVENUE
    BUCKHANNON,WV26201     		NONE PUBLIC CHARITY SCHOLARSHIP FOR AUBREY 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR KATHRYN ROE 2,500
    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 MADISON 2,500
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MIA HAMMONS 5,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR RYAN PAYNE 2,000
    THE OHIO STATE UNIVERSITY
    281 W LANE AVENUE
    COLUMBUS,OH43210     		NONE PUBLIC CHARITY SCHOARSHIP FOR LEAH GAUDINO 1,000
    FAIRMONT STATE UNIVERSITY
    1201 LOCUST AVENUE
    FAIRMONT,WV26554     		NONE PUBLIC CHARITY SCHOLARSHIP FOR EMMA DELK 2,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE - 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC CHARITY SCHOLARSHIP FOR CORINNE 5,500
    WEST VIRGINIA NORTHERN
    COMMUNITY COLLEGE
    1704 MARKET STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MADISON 1,759
    WEST VIRGINIA NORTHERN
    COMMUNITY COLLEGE
    1704 MARKET STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY SCHOLARSHIP FOR GRETCHEN 3,000
    MARSHALL UNIVERSITY
    1 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25755     		NONE PUBLIC CHARITY SCHOLARSHIP FOR SHAYLA 5,500
    MARSHALL UNIVERSITY
    1 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25755     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ETHAN 3,000
    MARSHALL UNIVERSITY
    1 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25755     		NONE PUBLIC CHARITY SCHOLARSHIP FOR JOBE 3,000
    MARSHALL UNIVERSITY
    1 JOHN MARSHALL DRIVE
    HUNTINGTON,WV25755     		NONE PUBLIC CHARITY SCHOLARSHIP FOR ROBERT 1,000
    BELMONT UNIVERSITY
    1900 BELMONT BLVD
    NASHVILLE,TN37212     		NONE PUBLIC CHARITY SCHOLARSHIP FOR VANCE 1,000
    RENSSELAER POLYTECHNIC INSTITUTE
    110 8TH STREET
    TROY,NY12180     		NONE PUBLIC CHARITY SCHOLARSHIP FOR MARGUERITE 3,000
    DAVIS & ELKINS COLLEGE
    100 CAMPUS DRIVE
    ELKINS,WV26241     		NONE PUBLIC CHARITY SCHOLARSHIP FOR DOROTHY 2,000
    Total .................................bullet 3a 144,759
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 56,955  
    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 ............     		    18 148,666  
    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)..   205,621  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    205,621
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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 2020 InvestmentsCorpBondsSchedule
    Name:
    PHYLLIS A BENEKE SCHOLARSHIP FUND
    EIN:
    55-6106147
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WESMARK GOVERNMENT BOND FUND # 485,808 486,743
    FEDERATED HERMES SHORT-TERM IN    
    FEDERATED HERMES TOTAL RETURN 247,672 261,698
    I SHARES CORE U.S. AGGREGATE B 183,269 194,694
    VANGUARD INTM-TERM INV GRADE A 358,263 363,372

    TY 2020 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 714 35,044
    CVS HEALTH CORP 25,551 28,615
    CONSTELLATION BRANDS INC 10,976 15,846
    DANAHER CORP 4,844 15,816
    WALT DISNEY CORPORATION    
    DUPONT DE NEMOURS INC    
    FACEBOOK INC 17,400 33,233
    JOHNSON & JOHNSON 18,371 27,097
    MASTERCARD INC CLASS A 5,503 29,723
    MERCK & CO 14,338 19,172
    MICROSOFT CORP 3,164 34,160
    MONDELEZ INTERNATIONAL 10,018 14,725
    NEXTERA ENERGY 7,341 18,517
    SPDR S&P 500 ETF 15,299 30,809
    TJX COMPANIES INC 19,959 23,756
    UNITEDHEALTH GROUP INC 21,002 25,249
    ABERDEEN EMERGING MKTS FD - IN 6,168 11,027
    I SHARES RUSSELL 2000 INDEX FU 16,521 30,127
    I SHARES MSCI ACWX INDEX FUND 57,405 73,332
    INVESCO INT'L GROWTH FD - I 47,505 51,293
    ALPHABET INC CL A 17,407 40,438
    AMGEN INC 13,303 18,443
    BOEING CO 17,758 16,749
    BROADCOM LTD 12,342 41,349
    WESMARK GROWTH FUND #549 130,967 193,621
    WESMARK SMALL COMPANY GROWTH F 174,625 270,836
    CHEVRON CORPORATION 9,818 12,600
    FEDEX CORP 14,331 21,378
    GILEAD SCIENCES INC 18,376 16,394
    LOWES COS INC 16,914 15,975
    JP MORGAN CHASE 15,299 34,291
    MARATHON PETROLEUM CORP    
    VANGUARD EQUITY INCOME FD ADM 26,780 31,054
    PALO ALTO NETWORKS 6,027 16,482
    PRIMECAP ODYSSEY AGGRESSIVE GR 35,896 63,367
    PRUDENTIAL FINANCIAL INC 22,415 24,282
    TYSON FOODS INC CL A 16,487 19,895
    US BANCORP 27,910 34,750
    ALIBABA GROUP HOLDING LTD    
    AMAZON.COM INC 12,732 40,208
    PAYPAL HOLDINGS 13,333 35,859
    PEPSICO INC 15,587 16,795
    MEDTRONIC PLC    
    WESMARK TACTICAL OPPORTUNITY F 146,309 174,889
    T-MOBILE US INC 9,103 16,916
    RAYTHEON COMPANY 22,416 22,461
    PHILLIPS 66 9,392 12,707
    DIGITAL REALTY TRUST INC 21,280 23,982
    DOLLAR TREE    
    EOG RESOURCES INC    
    FMC CORPORATION 14,594 19,219
    I SHARES CORE S&P MIDCAP ETF 47,895 115,638
    KANSAS CITY SOUTHERN 11,290 22,508
    KINDER MORGAN INC 11,915 11,584
    MICROCHIP TECHNOLOGY 17,439 17,858
    LOCKHEED MARTIN 20,223 20,476
    SALESFORCE.COM INC 17,465 31,393
    WALMART INC 8,057 11,823
    VICTORY SYCAMORE ESTABLISHED V 26,644 32,009
    ULTA BEAUTY INC 16,355 24,497
    STARBUCKS CORP 18,617 25,171
    ADVANCED MICRO DEVICES INC 6,098 21,973
    CONAGRA BRANDS INC    
    TRUIST FINANCIAL CORP 17,880 22,556
    MORGAN STANLEY 9,268 17,988
    BALL CORP 21,517 20,323
    VERIZON COMMUNICATIONS 20,722 20,074

    TY 2020 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 - 210 0   0


    TY 2020 TaxesSchedule
    Name:
    PHYLLIS A BENEKE SCHOLARSHIP FUND
    EIN:
    55-6106147
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 55 55   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,624 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,984 0   0
    FOREIGN TAXES ON QUALIFIED FOR 266 266   0
    FOREIGN TAXES ON NONQUALIFIED 43 43   0