Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 03-01-2023 , and ending 02-29-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,349,932J 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 right arrow.............
3 Interest on savings and temporary cash investments 4,646 4,646  
4 Dividends and interest from securities... 80,416 80,416  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 86,664
b Gross sales price for all assets on line 6a 1,513,460
7 Capital gain net income (from Part IV, line 2)... 86,664
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........ 171,726 171,726  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,452 17,589   5,863
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,891 3,891 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
675 338 0 338
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,058 330   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
List of Attached Documents:
// Content
699 678    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,775 22,826 0 6,201
25 Contributions, gifts, grants paid....... 163,500 163,500
26 Total expenses and disbursements. Add lines 24 and 25 194,275 22,826 0 169,701
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,549
b Net investment income (if negative, enter -0-) 148,900
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 157,834 138,500 138,500
3 Accounts receivable right arrow1,634
Less: allowance for doubtful accounts right arrow   1,195 1,634 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 2,807,647 Click to see attachment
List of Attached Documents:
// Content
2,803,993 		3,211,432
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,966,676 2,944,127 3,349,932
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,966,676 2,944,127
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)..... 2,966,676 2,944,127
30 Total liabilities and net assets/fund balances (see instructions). 2,966,676 2,944,127
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
2,966,676
2
Enter amount from Part I, line 27a .....................
2
-22,549
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,944,127
5
Decreases not included in line 2 (itemize) right arrow
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
2,944,127
Form 990-PF (2023)
Form 990-PF (2023)
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 43. ADVANCED MICRO DEVICES INC   2019-03-07 2023-03-03
b 16. ALPHABET INC CL A   2020-08-04 2023-03-03
c 202. BAXTER INTERNATIONAL INC.   2022-12-21 2023-03-03
d 8. BROADCOM INC   2015-07-01 2023-03-03
e 13. COMCAST CORP CLASS A SHARES   2021-04-27 2023-03-03
5. DIGITAL REALTY TRUST (REIT)   2021-01-12 2023-03-03
33. META PLATFORMS INC     2023-03-03
7463.318 FEDERATED HERMES TOTAL RETURN BD FD #328     2023-03-03
15. FEDEX CORP     2023-03-03
367. I SHARES CORE S&P MIDCAP ETF   2012-07-05 2023-03-03
11. LOWES COS INC   2022-04-22 2023-03-03
69. LOWES COS INC   2021-01-12 2023-03-03
116. MASCO CORP     2023-03-03
252. MASCO CORP     2023-03-03
18. MERCK & CO   2015-09-30 2023-03-03
22. MICROCHIP TECHNOLOGY   2021-01-12 2023-03-03
74. NIKE INC     2023-03-03
27. PALO ALTO NETWORKS     2023-03-03
64. SPDR S&P 500 ETF   2014-10-16 2023-03-03
12. SALESFORCE INC     2023-03-03
13. STARBUCKS CORP   2022-01-21 2023-03-03
4. US BANCORP   2021-08-05 2023-03-03
6. ULTA BEAUTY INC   2022-01-21 2023-03-03
288.773 VANGUARD EQUITY INCOME FUND -ADM#565     2023-03-03
17487.947 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57     2023-03-03
4637.964 WESMARK LARGE COMPANY FUND #549     2023-03-03
9529.86 WESMARK GOVERNMENT BOND FUND #556     2023-03-03
3240.714 WESMARK SMALL COMPANY GROWTH FUND     2023-03-03
3176.242 WESMARK TACTICAL OPPORTUNITY FUND     2023-03-03
9. EATON CORP PLC   2021-04-27 2023-03-03
123. ADVANCED MICRO DEVICES INC     2023-06-01
85. ALPHABET INC CL A     2023-06-01
76. AMAZON.COM INC.   2017-02-16 2023-06-01
60. APPLE INC     2023-06-01
86.594 ARTISAN MID CAP FUND-INS   2021-04-27 2023-06-01
1. BOEING CO.   2023-03-03 2023-06-01
13. BROADCOM INC     2023-06-01
16. CISCO SYSTEMS INC   2023-03-03 2023-06-01
27. COMCAST CORP CLASS A SHARES   2021-04-27 2023-06-01
29. CONSTELLATION BRANDS, INC.     2023-06-01
5. DANAHER CORP   2015-09-30 2023-06-01
51. DIGITAL REALTY TRUST (REIT)     2023-06-01
36. META PLATFORMS INC   2022-04-22 2023-06-01
9. FEDEX CORP   2022-04-22 2023-06-01
1570.858 FIDELITY STRATEGIC INCOME FUND   2023-03-03 2023-06-01
3853.707 FIDELITY FLOATING RATE HIGH INCOME FD#81   2023-03-03 2023-06-01
38. FORD MOTOR COMPANY   2022-07-29 2023-06-01
2. HALLIBURTON   2022-03-04 2023-06-01
6. JOHNSON & JOHNSON     2023-06-01
8. MERCK & CO   2015-09-30 2023-06-01
40. MICROSOFT CORP     2023-06-01
58. MICROCHIP TECHNOLOGY   2021-01-12 2023-06-01
29. MONDELEZ INTERNATIONAL   2015-05-06 2023-06-01
13. NEXTERA ENERGY     2023-06-01
2. O'REILLY AUTOMOTIVE   2023-03-03 2023-06-01
18. PALO ALTO NETWORKS   2021-04-27 2023-06-01
8. PEPSICO INC   2019-03-07 2023-06-01
37. SALESFORCE INC     2023-06-01
14. T-MOBILE US INC   2022-01-21 2023-06-01
33. TRUIST FINANCIAL CORP     2023-06-01
1918.977 VANGUARD INFLATION-PROTECTED SEC. FD.ADM   2023-03-03 2023-06-01
32. VANGUARD MID-CAP ETF   2023-03-03 2023-06-01
7. WALMART INC   2018-07-11 2023-06-01
2562.765 WESMARK LARGE COMPANY FUND #549     2023-06-01
17265.442 WESMARK GOVERNMENT BOND FUND #556     2023-06-01
5741.381 WESMARK TACTICAL OPPORTUNITY FUND     2023-06-01
8. EATON CORP PLC   2022-04-22 2023-06-01
10. AMAZON.COM INC.   2017-02-16 2023-07-26
18. APPLE INC   2006-04-07 2023-07-26
123.541 ARTISAN MID CAP FUND-INS   2021-04-27 2023-07-26
5. BROADCOM INC   2016-02-10 2023-07-26
34. CVS HEALTH CORP     2023-07-26
220.517 COLUMBIA EMERGING MKTS FUND -I3   2022-07-29 2023-07-26
26. COMCAST CORP CLASS A SHARES   2021-04-27 2023-07-26
7. CONSTELLATION BRANDS, INC.   2017-02-16 2023-07-26
9. DANAHER CORP   2015-09-30 2023-07-26
49.861 DIAMOND HILL LONG/SHORT FUND-I #11   2023-03-03 2023-07-26
17. DIAMONDBACK ENERGY INC   2021-04-27 2023-07-26
15. DIGITAL REALTY TRUST (REIT)   2018-10-02 2023-07-26
9. META PLATFORMS INC     2023-07-26
64.632 FEDERATED HERMES INT'L LEADERS IS   2023-03-03 2023-07-26
9. FEDEX CORP     2023-07-26
77.589 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2023-06-01 2023-07-26
71. HALLIBURTON   2022-03-04 2023-07-26
25. I SHARES RUSSELL 2000 ETF     2023-07-26
81. ISHARES MSCI ACWX INDEX FUND ETF     2023-07-26
26. JP MORGAN CHASE   2022-04-22 2023-07-26
21. JOHNSON & JOHNSON     2023-07-26
7. MICROSOFT CORP   1996-01-10 2023-07-26
18. MICROCHIP TECHNOLOGY     2023-07-26
21. MORGAN STANLEY   2023-06-01 2023-07-26
13. PALO ALTO NETWORKS     2023-07-26
9. PARKER-HANNIFIN CORP.   2022-04-22 2023-07-26
44. PAYPAL HOLDINGS     2023-07-26
7. PROCTER & GAMBLE CO.   2023-06-01 2023-07-26
29. PRUDENTIAL FINANCIAL INC   2022-10-28 2023-07-26
3. THERMO FISHER SCIENTIFIC   2022-01-21 2023-07-26
115. US BANCORP     2023-07-26
3. ULTA BEAUTY INC     2023-07-26
68.584 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-03-03 2023-07-26
3. UNITEDHEALTH GROUP INC   2019-07-12 2023-07-26
19. VANGUARD MID-CAP ETF   2023-03-03 2023-07-26
79.513 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2023-07-26
8. WALMART INC   2018-07-11 2023-07-26
1080.233 WESMARK SMALL COMPANY GROWTH FUND     2023-07-26
129.229 WESMARK TACTICAL OPPORTUNITY FUND   2017-05-17 2023-07-26
15. EATON CORP PLC   2022-04-22 2023-07-26
4. LINDE PLC   2022-04-22 2023-07-26
23. ALPHABET INC CL A   2022-07-29 2023-09-06
20. AMAZON.COM INC.   2022-07-29 2023-09-06
53.082 ARTISAN MID CAP FUND-INS   2021-04-27 2023-09-06
6. BOEING CO.   2023-03-03 2023-09-06
2. CVS HEALTH CORP   2020-08-04 2023-09-06
169.932 CALAMOS MARKET NEUTRAL INCOME FU   2023-06-01 2023-09-06
11. CHEVRON CORPORATION     2023-09-06
44. CISCO SYSTEMS INC   2023-03-03 2023-09-06
24. COMCAST CORP CLASS A SHARES   2021-04-27 2023-09-06
5. DANAHER CORP   2015-09-30 2023-09-06
40.611 DIAMOND HILL LONG/SHORT FUND-I #11   2023-03-03 2023-09-06
13. DIAMONDBACK ENERGY INC     2023-09-06
9. DIGITAL REALTY TRUST (REIT)     2023-09-06
14. FMC CORPORATION   2022-07-29 2023-09-06
3. META PLATFORMS INC   2022-07-29 2023-09-06
300.86 FEDERATED HERMES TOTAL RETURN BD FD #328   2015-07-01 2023-09-06
6. FEDEX CORP   2022-10-28 2023-09-06
61. FEDEX CORP   2020-08-04 2023-09-06
81.269 FIDELITY STRATEGIC INCOME FUND   2023-03-03 2023-09-06
17. HALLIBURTON   2022-03-04 2023-09-06
45. I SHARES CORE U.S. AGGREGATE BOND ETF   2021-01-12 2023-09-06
2. I SHARES RUSSELL 2000 ETF   2015-07-01 2023-09-06
22. JOHNSON & JOHNSON   2015-05-06 2023-09-06
4. MERCK & CO   2015-09-30 2023-09-06
219.183 METROPOLITAN WEST TOTAL RETURN BOND FD   2023-06-01 2023-09-06
31. MONDELEZ INTERNATIONAL   2015-05-06 2023-09-06
57. NEXTERA ENERGY     2023-09-06
192. NISOURCE INC   2022-07-29 2023-09-06
1. O'REILLY AUTOMOTIVE   2023-03-03 2023-09-06
3. PALO ALTO NETWORKS   2022-07-29 2023-09-06
16. PARKER-HANNIFIN CORP.   2022-04-22 2023-09-06
12. PEPSICO INC   2019-03-07 2023-09-06
4. PROCTER & GAMBLE CO.   2023-06-01 2023-09-06
7. PRUDENTIAL FINANCIAL INC   2022-10-28 2023-09-06
4. SALESFORCE INC   2018-04-04 2023-09-06
4. STARBUCKS CORP   2022-01-21 2023-09-06
4. T-MOBILE US INC   2022-01-21 2023-09-06
65.435 TEMPLETON EMERGING MKTS SM/CAP FD #626   2023-03-03 2023-09-06
1. THERMO FISHER SCIENTIFIC   2022-01-21 2023-09-06
85. TRUIST FINANCIAL CORP     2023-09-06
308. TRUIST FINANCIAL CORP     2023-09-06
5. US BANCORP   2015-05-06 2023-09-06
7.368 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-03-03 2023-09-06
481.949 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2021-04-27 2023-09-06
318.765 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2023-06-01 2023-09-06
12.43 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2023-09-06
5. WALMART INC   2022-07-29 2023-09-06
355.718 WESMARK GOVERNMENT BOND FUND #556   2015-07-01 2023-09-06
624.662 WESMARK SMALL COMPANY GROWTH FUND     2023-09-06
90.316 WESMARK TACTICAL OPPORTUNITY FUND   2017-05-17 2023-09-06
17. EATON CORP PLC   2021-04-27 2023-09-06
2. LINDE PLC   2022-04-22 2023-09-06
2. BOEING CO.   2023-03-03 2023-12-06
1. BROADCOM INC   2022-10-28 2023-12-06
8. CVS HEALTH CORP   2020-08-04 2023-12-06
6. DANAHER CORP   2022-10-28 2023-12-06
15.791 DIAMOND HILL LONG/SHORT FUND-I #11   2023-03-03 2023-12-06
3. DIGITAL REALTY TRUST (REIT)   2018-10-02 2023-12-06
50. FMC CORPORATION     2023-12-06
117. FMC CORPORATION     2023-12-06
334. FORD MOTOR COMPANY     2023-12-06
655. FORD MOTOR COMPANY   2022-07-29 2023-12-06
23.478 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2022-07-29 2023-12-06
29. JP MORGAN CHASE     2023-12-06
2. MICROCHIP TECHNOLOGY   2021-08-05 2023-12-06
29. MID AMERICA APART CMNTY     2023-12-06
87. MID AMERICA APART CMNTY     2023-12-06
2. MONDELEZ INTERNATIONAL   2015-05-06 2023-12-06
19. NIKE INC     2023-12-06
14. PALO ALTO NETWORKS   2022-07-29 2023-12-06
1. PARKER-HANNIFIN CORP.   2022-04-22 2023-12-06
2. PRUDENTIAL FINANCIAL INC   2022-10-28 2023-12-06
10. T-MOBILE US INC   2022-10-28 2023-12-06
11.616 TEMPLETON EMERGING MKTS SM/CAP FD #626   2023-03-03 2023-12-06
149. US BANCORP   2015-05-06 2023-12-06
16. UBER TECHNOLOGIES INC   2023-09-06 2023-12-06
6. ULTA BEAUTY INC   2018-04-04 2023-12-06
5.129 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-03-03 2023-12-06
6. UNITEDHEALTH GROUP INC   2019-07-12 2023-12-06
16.738 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2021-04-27 2023-12-06
9.6667 VERALTO CORP   2023-03-03 2023-12-06
14.3334 VERALTO CORP     2023-12-06
1. LINDE PLC   2022-04-22 2023-12-06
52. BOEING CO.   2023-03-03 2024-01-30
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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 3,437   952 2,485
b 1,481   1,178 303
c 8,046   10,138 -2,092
d 4,940   1,091 3,849
e 484   711 -227
519   653 -134
5,869   9,651 -3,782
70,379   82,691 -12,312
3,123   3,297 -174
96,328   35,149 61,179
2,155   2,246 -91
13,519   11,671 1,848
6,046   5,880 166
13,134   15,988 -2,854
1,918   847 1,071
1,780   1,640 140
8,849   10,445 -1,596
5,153   3,844 1,309
25,569   11,924 13,645
2,261   2,145 116
1,343   1,247 96
186   223 -37
3,121   2,151 970
24,531   19,683 4,848
145,675   185,117 -39,442
92,295   75,564 16,731
75,000   96,373 -21,373
41,416   46,165 -4,749
33,319   35,058 -1,739
1,570   1,294 276
14,522   5,935 8,587
10,440   3,508 6,932
9,124   3,201 5,923
10,636   4,246 6,390
3,246   5,106 -1,860
206   211 -5
10,371   4,426 5,945
795   788 7
1,066   1,477 -411
7,018   6,024 994
1,153   324 829
5,247   6,021 -774
9,701   6,882 2,819
1,957   1,851 106
17,327   17,248 79
34,760   35,223 -463
455   542 -87
57   67 -10
927   924 3
886   377 509
13,108   484 12,624
4,358   4,323 35
2,120   1,107 1,013
948   1,027 -79
1,807   1,668 139
3,810   2,139 1,671
1,459   930 529
7,859   5,615 2,244
1,922   1,460 462
1,023   1,756 -733
45,403   45,000 403
6,533   6,920 -387
1,025   606 419
52,409   39,345 13,064
137,433   173,626 -36,193
60,227   59,255 972
1,412   1,188 224
1,287   421 866
3,512   45 3,467
4,997   7,285 -2,288
4,486   605 3,881
2,583   2,273 310
2,818   2,693 125
1,114   1,422 -308
1,903   1,107 796
2,387   583 1,804
1,327   1,309 18
2,477   1,341 1,136
1,770   1,668 102
2,703   1,342 1,361
2,442   2,316 126
2,414   1,711 703
1,287   1,245 42
2,727   2,367 360
4,918   3,221 1,697
4,117   4,347 -230
4,109   3,388 721
3,636   2,434 1,202
2,356   36 2,320
1,605   1,341 264
1,976   1,720 256
3,167   605 2,562
3,547   2,556 991
3,236   5,207 -1,971
1,079   1,003 76
2,811   3,016 -205
1,706   1,764 -58
4,473   5,611 -1,138
1,365   922 443
5,690   5,571 119
1,542   796 746
4,337   4,109 228
3,815   3,968 -153
1,279   693 586
14,119   14,943 -824
1,397   1,301 96
3,053   2,228 825
1,547   1,280 267
3,127   2,604 523
2,725   2,698 27
2,160   3,130 -970
1,330   1,264 66
131   131  
2,488   2,439 49
1,825   1,462 363
2,512   2,166 346
1,062   1,313 -251
1,302   324 978
1,070   1,066 4
2,012   1,216 796
1,175   1,027 148
1,154   1,556 -402
905   472 433
2,777   3,270 -493
1,544   946 598
15,701   10,407 5,294
892   892  
690   567 123
4,301   5,254 -953
374   252 122
3,505   2,176 1,329
428   188 240
1,933   2,010 -77
2,149   1,183 966
3,751   2,284 1,467
4,994   5,824 -830
945   834 111
735   492 243
6,598   4,544 2,054
2,098   1,394 704
609   573 36
658   728 -70
880   471 409
386   384 2
548   417 131
823   824 -1
541   588 -47
2,557   3,826 -1,269
9,264   13,563 -4,299
181   215 -34
571   599 -28
3,971   4,853 -882
3,089   3,210 -121
571   620 -49
802   648 154
2,721   3,536 -815
8,083   7,572 511
953   909 44
3,914   2,445 1,469
761   640 121
469   421 48
919   457 462
571   523 48
1,320   1,323 -3
427   415 12
416   334 82
2,756   5,675 -2,919
6,448   8,955 -2,507
3,577   4,266 -689
7,016   9,345 -2,329
382   338 44
4,601   2,152 2,449
169   148 21
3,707   4,551 -844
11,120   17,977 -6,857
142   76 66
2,203   2,525 -322
4,113   2,297 1,816
437   284 153
197   208 -11
1,547   1,491 56
150   146 4
5,941   6,403 -462
933   746 187
2,894   1,230 1,664
413   417 -4
3,285   1,593 1,692
142   169 -27
728   851 -123
1,080   562 518
404   320 84
10,449   10,953 -504
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
      14,918
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       2,485
b       303
c       -2,092
d       3,849
e       -227
      -134
      -3,782
      -12,312
      -174
      61,179
      -91
      1,848
      166
      -2,854
      1,071
      140
      -1,596
      1,309
      13,645
      116
      96
      -37
      970
      4,848
      -39,442
      16,731
      -21,373
      -4,749
      -1,739
      276
      8,587
      6,932
      5,923
      6,390
      -1,860
      -5
      5,945
      7
      -411
      994
      829
      -774
      2,819
      106
      79
      -463
      -87
      -10
      3
      509
      12,624
      35
      1,013
      -79
      139
      1,671
      529
      2,244
      462
      -733
      403
      -387
      419
      13,064
      -36,193
      972
      224
      866
      3,467
      -2,288
      3,881
      310
      125
      -308
      796
      1,804
      18
      1,136
      102
      1,361
      126
      703
      42
      360
      1,697
      -230
      721
      1,202
      2,320
      264
      256
      2,562
      991
      -1,971
      76
      -205
      -58
      -1,138
      443
      119
      746
      228
      -153
      586
      -824
      96
      825
      267
      523
      27
      -970
      66
       
      49
      363
      346
      -251
      978
      4
      796
      148
      -402
      433
      -493
      598
      5,294
       
      123
      -953
      122
      1,329
      240
      -77
      966
      1,467
      -830
      111
      243
      2,054
      704
      36
      -70
      409
      2
      131
      -1
      -47
      -1,269
      -4,299
      -34
      -28
      -882
      -121
      -49
      154
      -815
      511
      44
      1,469
      121
      48
      462
      48
      -3
      12
      82
      -2,919
      -2,507
      -689
      -2,329
      44
      2,449
      21
      -844
      -6,857
      66
      -322
      1,816
      153
      -11
      56
      4
      -462
      187
      1,664
      -4
      1,692
      -27
      -123
      518
      84
      -504
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 86,664
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
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 right arrow 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) 1 2,070
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2,070
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 2,070
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 101
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,171
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWV
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrow  
14
The books are in care ofright arrowWESBANCO BANK Telephone no.right arrow (304) 234-9400

Located atright arrow1 BANK PLAZAWHEELINGWV ZIP+4right arrow26003
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 		23,452    
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
3,057,936
b
Average of monthly cash balances.......................
1b
109,689
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,167,625
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
3,167,625
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
47,514
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,120,111
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
156,006
Part X
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 IX, line 6..................
1
156,006
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,070
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,070
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
153,936
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
153,936
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 XII, line 1 ...
7
153,936
Part XI
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
169,701
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
169,701
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 153,936
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 77,714
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 169,701
a Applied to 2022, but not more than line 2a 77,714
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 2023 distributable amount..... 91,987
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		61,949
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

KENT STATE UNIVERSITY

800 E SUMMIT STREET
KENT,OH44240 		NONE PUBLIC CHARITY SCHOLARSHIP FOR ANDREW C 1,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR MARY M 3,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR ANTHONY C 1,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR LAUREN E 5,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR KOLBY J 2,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR HANNAH M 2,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR JALEAH 1,500

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		NONE PUBLIC CHARITY SCHOLARSHIP FOR JALEAH 1,500

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		NONE PUBLIC CHARITY SCHOLARSHIP FOR DALANEY 2,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR AMANDA 5,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR ASHLEY 5,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR LUKE R 2,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR KEASIA KING 4,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR LINDSEY R 5,000

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		NONE PUBLIC CHARITY SCHOLARSHIP FOR JAZMYN 4,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR MADISON M 6,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR ZACHARY E 3,000

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		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 OLIVIA G 2,000

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		NONE PUBLIC CHARITY SCHOLARSHIP FOR SAVANNAH L 6,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR NATHAN 2,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR KARA M BOLE 3,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR ALAINA M 3,000

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		NONE PUBLIC CHARITY SCHOLARSHIP FOR MADELINE 4,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR JACOB A 5,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR MAX 6,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR CATHERINE M 6,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR TRAVIS M 5,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR TIARA SIMON 3,000

WEST VIRGINIA WESLEYAN COLLEGE

59 COLLEGE AVENUE
BUCKHANNON,WV26201 		NONE PUBLIC CHARITY SCHOLARSHIP FOR AUBREY 2,000

SETON HILL UNIVERSITY

1 SETON HILL DR
GREENSBURG,PA15601 		NONE PUBLIC CHARITY SCHOLARSHIP FOR AALIYAH 2,000

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		NONE PUBLIC CHARITY SCHOLARSHIP FOR KIEREN A 2,000

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		NONE PUBLIC CHARITY SCHOLARSHIP FOR TAELEIGH 4,000

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		NONE PUBLIC CHARITY SCHOLARSHIP FOR SARA 1,000

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		NONE PUBLIC CHARITY SCHOLARSHIP FOR MAKIYAH 1,000

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		NONE PUBLIC CHARITY SCHOLARSHIP FOR ABIGAIL 1,000

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 VICTORIA R 6,000

MARSHALL UNIVERSITY

1 JOHN MARSHALL DRIVE
HUNTINGTON,WV25755 		NONE PUBLIC CHARITY SCHOLARSHIP FOR MAGGIE L 1,000

MARSHALL UNIVERSITY

1 JOHN MARSHALL DRIVE
HUNTINGTON,WV25755 		NONE PUBLIC CHARITY SCHOLARSHIP FOR MARLEE 3,000

MARSHALL UNIVERSITY

1 JOHN MARSHALL DRIVE
HUNTINGTON,WV25755 		NONE PUBLIC CHARITY SCHOLARSHIP FOR IAN M OHARE 3,000

MARSHALL UNIVERSITY

1 JOHN MARSHALL DRIVE
HUNTINGTON,WV25755 		NONE PUBLIC CHARITY SCHOLARSHIP FOR ROBERT 500

TIFFIN UNIVERSITY

155 MIAMI STREET
TIFFIN,OH44883 		NONE PUBLIC CHARITY SCHOLARSHIP FOR AUSTIN J 3,000

SHEPHERD UNIVERSITY

301 N KING STREET
SHEPHERDS TOWN,WV25443 		NONE PUBLIC CHARITY SCHOLARSHIP FOR SOPHIE R 2,000

PENNSYLVANIA WESTERN UNIVERSITY

OFFICE OF STUDENT ACCOUNTS BOX 83
CALIFORNIA,PA15419 		NONE PUBLIC CHARITY SCHOLARSHIP FOR GAVIN J 2,000

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 ZACHARY A 3,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE-7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR ADELINE 6,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE-7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR KATHRYN 3,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE-7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR KAILEN 3,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE-7TH FLOOR
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR JAMES 1,000

BELMONT UNIVERSITY

1900 BELMONT BLVD
NASHVILLE,TN37212 		NONE PUBLIC CHARITY SCHOLARSHIP FOR LAYKIN 4,000

NORTH CAROLINA STATE

1020 MAIN CAMPUS DRIVE
RALEIGH,NC27695 		NONE PUBLIC CHARITY SCHOLARSHIP FOR GRACIE M 4,000

BETHANY COLLEGE

31 S LOOP CAMPUS DR
BETHANY,WV26032 		NONE PUBLIC CHARITY SCHOLARSHIP FOR DAVID 2,000
Total .................................right arrow 3a 163,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 4,646  
4 Dividends and interest from securities ....     14 80,416  
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 86,664  
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) ..   171,726  
13Total. Add line 12, columns (b), (d), and (e)..................
13
171,726
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 2023 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 22,109 55,671
CVS HEALTH CORP 16,544 21,121
CONSTELLATION BRANDS INC 10,501 15,160
DANAHER CORP 9,385 16,707
UBER TECHNOLOGIES INC 13,516 23,055
META PLATFORMS INC 14,384 44,602
JOHNSON & JOHNSON 22,510 29,533
FEDERATED HERMES INTL LEADER 54,903 56,321
MERCK & CO 14,634 29,117
MICROSOFT CORP 36,826 81,487
MONDELEZ INTERNATIONAL 5,463 12,422
NEXTERA ENERGY 7,392 11,424
SPDR S&P 500 ETF    
PRUDENTIAL FINANCIAL INC 16,951 18,855
UNITEDHEALTH GROUP INC 16,436 24,186
DELTA AIR LINES 15,971 16,147
I SHARES RUSSELL 2000 INDEX FU 42,202 53,785
I SHARES MSCI ACWX INDEX FUND 101,361 117,262
DIAMOND HILL LONG/SHORT FUND - 36,031 39,755
ALPHABET INC CL A 18,634 39,046
CALAMOS MARKET NEUTRAL INCOME 58,700 59,176
BROADCOM LTD 5,297 41,616
WESMARK LARGE COMPANY FUND #54    
WESMARK SMALL COMPANY GROWTH F 124,493 158,081
CHEVRON CORPORATION 14,585 20,369
FEDEX CORP    
FORD MOTOR COMPANY    
LOWES COS INC    
JP MORGAN CHASE 15,318 34,235
VANGUARD EQUITY INCOME FD ADM    
PALO ALTO NETWORKS 5,050 26,397
PARKER-HANNIFIN CORP 9,560 17,670
MID AMERICAN APART CMNTY    
US BANCORP 13,712 15,483
AMAZON.COM INC 17,372 38,534
PAYPAL HOLDINGS 25,324 19,550
PEPSICO INC 12,090 14,219
WESMARK TACTICAL OPPORTUNITY F 47,705 55,575
T-MOBILE US INC 8,658 15,514
NISOURCE INC 12,766 11,962
PROCTER & GAMBLE CO 15,822 17,801
DIGITAL REALTY TRUST INC 7,517 10,277
HALLIBURTON 11,099 11,398
FMC CORPORATION    
I SHARES CORE S&P MIDCAP ETF    
GOLDMAN SACHS INTERNATIONAL EQ 50,032 57,871
LINDE PUBLIC LIMITED COMPANY 15,680 21,543
MICROCHIP TECHNOLOGY 8,125 9,676
SALESFORCE.COM INC 14,720 35,823
WALMART INC 11,979 19,341
VICTORY SYCAMORE ESTABLISHED V 38,312 45,545
ULTA BEAUTY INC 10,099 21,942
STARBUCKS CORP 16,632 18,885
ADVANCED MICRO DEVICES INC 20,756 47,362
TRUIST FINANCIAL CORP    
METROPOLITAN WEST TOTAL RETURN 140,355 138,659
CISCO SYSTEMS INC 14,859 14,656
ARTISAN MID CAP FUND 66,746 67,557
COMCAST CORP CLASS A 13,267 12,084
DIAMONDBACK ENERGY INC 15,646 25,918
FEDERATED HERMES TOTAL RETURN 197,216 175,848
I SHARES CORE U.S. AGGREGATE B 335,451 315,219
FIDELITY STRATEGIC INCOME FUND 37,014 38,258
MASCO CORP    
NIKE INC 20,907 17,564
THERMO FISHER SCIENTIFIC 27,495 27,939
VANGUARD INTM-TERM INV. GRADE 248,460 227,041
WESMARK GOVERNMENT BOND FUND # 265,097 214,861
EATON CORP PLC 15,503 30,634
MASTERCARD INC 17,241 19,940
BAXTER INTERNATIONAL INC    
COLUMBIA EMERGING MKTS FUND - 41,163 43,138
MORGAN STANLEY 17,136 17,982
O REILLY AUTOMOTIVE 12,512 16,311
TEMPLETON EMERGING MKTS SM/CAP 13,639 14,519
UNDISCOVERED MANAGERS BEHAVIOR 40,676 43,459
VANGUARD INTERMEDIATE-TREASURY 153,200 150,232
VANGUARD MID-CAP ETF 43,254 48,112

TY 2023 LegalFeesSchedule
Name:
PHYLLIS A BENEKE SCHOLARSHIP FUND
EIN:
55-6106147
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 3,891 3,891    


TY 2023 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 - 21 0   0
OTHER NON-ALLOCABLE EXPENSE - 678 678   0


TY 2023 TaxesSchedule
Name:
PHYLLIS A BENEKE SCHOLARSHIP FUND
EIN:
55-6106147
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 111 111   0
FEDERAL TAX PAYMENT - PRIOR YE 1,728 0   0
FOREIGN TAXES ON QUALIFIED FOR 169 169   0
FOREIGN TAXES ON NONQUALIFIED 50 50   0