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 01-01-2023 , and ending 12-31-2023
Name of foundation
HARRY AND HELEN SANDS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)1 BANK PLAZA
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WHEELING, WV26003
A Employer identification number

55-6015175
B Telephone number (see instructions)

(304) 234-9400
C 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$2,680,177J 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 Dividends and interest from securities... 66,898 66,898  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 53,796
b Gross sales price for all assets on line 6a 1,334,863
7 Capital gain net income (from Part IV, line 2)... 53,796
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........ 120,694 120,694  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,728 9,864   9,864
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
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
272 272   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,675 10,474 0 10,202
25 Contributions, gifts, grants paid....... 147,500 147,500
26 Total expenses and disbursements. Add lines 24 and 25 168,175 10,474 0 157,702
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -47,481
b Net investment income (if negative, enter -0-) 110,220
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......... 65,932 51,558 51,558
3 Accounts receivable right arrow8,157
Less: allowance for doubtful accounts right arrow   4,216 8,157 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)....... 831,262 Click to see attachment
List of Attached Documents:
// Content
1,073,885 		1,414,701
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).......... 1,523,454 Click to see attachment
List of Attached Documents:
// Content
1,243,783 		1,213,918
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) 2,424,864 2,377,383 2,680,177
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........ 2,424,864 2,377,383
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)..... 2,424,864 2,377,383
30 Total liabilities and net assets/fund balances (see instructions). 2,424,864 2,377,383
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
2,424,864
2
Enter amount from Part I, line 27a .....................
2
-47,481
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,377,383
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
2,377,383
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 73. ADVANCED MICRO DEVICES INC   2019-03-07 2023-03-03
b 46. ALPHABET INC CL A   2020-08-13 2023-03-03
c 12. BROADCOM INC   2016-05-17 2023-03-03
d 23. CVS HEALTH CORP     2023-03-03
e 5. CHEVRON CORPORATION   2022-01-21 2023-03-03
47. COMCAST CORP CLASS A SHARES   2021-04-27 2023-03-03
20. DIGITAL REALTY TRUST (REIT)     2023-03-03
42. META PLATFORMS INC     2023-03-03
22. FEDEX CORP     2023-03-03
36. I SHARES CORE U.S. AGGREGATE BOND ETF   2020-08-13 2023-03-03
23. I SHARES RUSSELL 2000 ETF   2016-10-05 2023-03-03
71. LOWES COS INC     2023-03-03
35. MERCK & CO     2023-03-03
39. MICROCHIP TECHNOLOGY   2021-01-12 2023-03-03
17. MONDELEZ INTERNATIONAL     2023-03-03
13. NEXTERA ENERGY   2021-08-05 2023-03-03
84. NIKE INC     2023-03-03
38. PALO ALTO NETWORKS     2023-03-03
5. PARKER-HANNIFIN CORP.   2022-04-22 2023-03-03
39. SPDR S&P 500 ETF   2017-12-13 2023-03-03
27. SALESFORCE INC     2023-03-03
32. STARBUCKS CORP   2022-01-21 2023-03-03
2. THERMO FISHER SCIENTIFIC   2022-01-21 2023-03-03
26. TRUIST FINANCIAL CORP     2023-03-03
70. US BANCORP     2023-03-03
10. ULTA BEAUTY INC     2023-03-03
157.021 VANGUARD EQUITY INCOME FUND -ADM#565     2023-03-03
3859.69 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2023-03-03
3182.168 WESMARK LARGE COMPANY FUND #549     2023-03-03
2535.462 WESMARK SMALL COMPANY GROWTH FUND     2023-03-03
23. EATON CORP PLC   2021-04-27 2023-03-03
2. LINDE PLC   2022-04-22 2023-03-03
14. ADVANCED MICRO DEVICES INC   2022-07-29 2023-06-01
73. ADVANCED MICRO DEVICES INC     2023-06-01
56. ALPHABET INC CL A   2020-08-13 2023-06-01
44. AMAZON.COM INC.   2017-06-14 2023-06-01
31. APPLE INC     2023-06-01
9. BROADCOM INC     2023-06-01
18. CONSTELLATION BRANDS, INC.     2023-06-01
33. DIGITAL REALTY TRUST (REIT)     2023-06-01
23. META PLATFORMS INC   2022-04-22 2023-06-01
5615.156 FEDERATED HERMES TOTAL RETURN BD FD #328     2023-06-01
3. FEDEX CORP   2022-04-22 2023-06-01
1030.226 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2023-03-03 2023-06-01
219. ISHARES MSCI ACWX INDEX FUND ETF     2023-06-01
22. MICROSOFT CORP     2023-06-01
39. MICROCHIP TECHNOLOGY   2021-01-12 2023-06-01
18. MONDELEZ INTERNATIONAL   2016-05-17 2023-06-01
1. O'REILLY AUTOMOTIVE   2023-03-03 2023-06-01
7. PALO ALTO NETWORKS   2021-04-27 2023-06-01
24. SPDR S&P 500 ETF     2023-06-01
21. SALESFORCE INC     2023-06-01
7. T-MOBILE US INC   2022-01-21 2023-06-01
96.938 VANGUARD EQUITY INCOME FUND -ADM#565     2023-06-01
7641.408 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2023-06-01
3826.786 VANGUARD S/T INVEST GR-ADM #539   2023-03-03 2023-06-01
3108.864 WESMARK LARGE COMPANY FUND #549     2023-06-01
21488.124 WESMARK GOVERNMENT BOND FUND #556     2023-06-01
2990.211 WESMARK SMALL COMPANY GROWTH FUND     2023-06-01
7707.329 WESMARK TACTICAL OPPORTUNITY FUND     2023-06-01
7. AMAZON.COM INC.   2022-07-29 2023-09-06
16. COMCAST CORP CLASS A SHARES   2021-04-27 2023-09-06
2. DANAHER CORP   2016-05-17 2023-09-06
9. DIAMONDBACK ENERGY INC   2022-07-29 2023-09-06
14. DIGITAL REALTY TRUST (REIT)     2023-09-06
6. FEDEX CORP   2022-10-28 2023-09-06
58. FEDEX CORP     2023-09-06
30. HALLIBURTON   2022-03-04 2023-09-06
127. I SHARES CORE S&P MIDCAP ETF     2023-09-06
203. I SHARES CORE S&P MIDCAP ETF     2023-09-06
40. I SHARES RUSSELL 2000 ETF     2023-09-06
16. JOHNSON & JOHNSON     2023-09-06
25. NEXTERA ENERGY     2023-09-06
106. NISOURCE INC   2022-07-29 2023-09-06
3. PALO ALTO NETWORKS   2022-07-29 2023-09-06
17. PARKER-HANNIFIN CORP.   2022-04-22 2023-09-06
13. PRUDENTIAL FINANCIAL INC   2022-10-28 2023-09-06
22. SPDR S&P 500 ETF     2023-09-06
56. TRUIST FINANCIAL CORP   2022-10-28 2023-09-06
277. TRUIST FINANCIAL CORP     2023-09-06
43. US BANCORP   2022-04-22 2023-09-06
104.552 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-06-01 2023-09-06
111.497 VANGUARD EQUITY INCOME FUND -ADM#565     2023-09-06
2820.928 WESMARK LARGE COMPANY FUND #549   2016-05-17 2023-09-06
2209.637 WESMARK SMALL COMPANY GROWTH FUND   2016-05-17 2023-09-06
15. EATON CORP PLC   2022-04-22 2023-09-06
1196.172 WESMARK LARGE COMPANY FUND #549   2016-05-17 2023-09-22
20. SPDR S&P 500 ETF     2023-10-24
104.449 VANGUARD EQUITY INCOME FUND -ADM#565     2023-10-24
1407.886 WESMARK LARGE COMPANY FUND #549     2023-10-24
125.503 CALAMOS MARKET NEUTRAL INCOME FU     2023-12-06
70.288 COLUMBIA EMERGING MKTS FUND -I3   2022-07-29 2023-12-06
4. DANAHER CORP   2022-10-28 2023-12-06
66.603 DIAMOND HILL LONG/SHORT FUND-I #11   2023-06-01 2023-12-06
43. FMC CORPORATION     2023-12-06
116. FMC CORPORATION     2023-12-06
418.809 FEDERATED HERMES TOTAL RETURN BD FD #328   2016-05-17 2023-12-06
43.198 FEDERATED HERMES INT'L LEADERS IS   2023-09-06 2023-12-06
88.332 FIDELITY STRATEGIC INCOME FUND   2023-06-01 2023-12-06
323. FORD MOTOR COMPANY     2023-12-06
614. FORD MOTOR COMPANY   2022-07-29 2023-12-06
132.334 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2022-07-29 2023-12-06
78. I SHARES CORE U.S. AGGREGATE BOND ETF     2023-12-06
64. ISHARES MSCI ACWX INDEX FUND ETF     2023-12-06
20. JP MORGAN CHASE   2022-04-22 2023-12-06
308.582 METROPOLITAN WEST TOTAL RETURN BOND FD   2023-06-01 2023-12-06
33. MID AMERICA APART CMNTY     2023-12-06
77. MID AMERICA APART CMNTY     2023-12-06
11. NIKE INC     2023-12-06
10. PALO ALTO NETWORKS   2022-07-29 2023-12-06
5. T-MOBILE US INC   2022-10-28 2023-12-06
43.534 TEMPLETON EMERGING MKTS SM/CAP FD #626   2023-09-06 2023-12-06
126. US BANCORP     2023-12-06
5. ULTA BEAUTY INC   2018-04-04 2023-12-06
12.694 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-06-01 2023-12-06
5. UNITEDHEALTH GROUP INC   2019-07-12 2023-12-06
801.165 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2023-12-06
343.398 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2023-06-01 2023-12-06
6. VANGUARD MID-CAP ETF   2023-09-06 2023-12-06
5.3333 VERALTO CORP   2023-03-03 2023-12-06
17.6667 VERALTO CORP     2023-12-06
29.257 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2023-12-06
541.347 WESMARK GOVERNMENT BOND FUND #556     2023-12-06
100.261 WESMARK SMALL COMPANY GROWTH FUND   2016-05-17 2023-12-06
96.439 WESMARK TACTICAL OPPORTUNITY FUND   2017-03-02 2023-12-06
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(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 5,835   1,624 4,211
b 4,258   3,492 766
c 7,409   1,709 5,700
d 1,884   1,420 464
e 803   639 164
1,748   2,571 -823
2,076   2,611 -535
7,469   9,494 -2,025
4,581   4,832 -251
3,485   4,260 -775
4,360   2,854 1,506
13,911   12,185 1,726
3,729   2,457 1,272
3,155   2,907 248
1,109   819 290
947   1,037 -90
10,045   11,625 -1,580
7,252   5,225 2,027
1,784   1,420 364
15,581   10,420 5,161
5,087   3,820 1,267
3,307   3,070 237
1,111   1,176 -65
1,192   1,380 -188
3,251   3,137 114
5,201   2,971 2,230
13,339   11,911 1,428
32,151   41,106 -8,955
63,325   58,943 4,382
32,403   35,460 -3,057
4,012   3,308 704
710   640 70
1,653   1,302 351
8,619   4,213 4,406
6,878   4,251 2,627
5,282   2,170 3,112
5,495   3,585 1,910
7,180   3,073 4,107
4,356   4,101 255
3,395   3,689 -294
6,198   4,397 1,801
53,681   62,389 -8,708
652   617 35
16,525   16,350 175
10,534   9,439 1,095
7,210   5,505 1,705
2,930   2,907 23
1,316   789 527
903   834 69
1,482   832 650
10,033   6,074 3,959
4,461   3,492 969
961   730 231
7,811   6,685 1,126
64,952   81,381 -16,429
38,497   38,000 497
63,576   53,847 9,729
171,045   217,261 -46,216
35,225   35,820 -595
80,850   79,000 1,850
954   944 10
708   875 -167
521   151 370
1,393   1,139 254
1,827   1,660 167
1,544   946 598
14,929   11,838 3,091
1,218   1,000 218
33,111   32,118 993
52,925   28,792 24,133
7,482   4,620 2,862
2,549   2,529 20
1,645   1,447 198
2,757   3,215 -458
735   492 243
7,011   4,828 2,183
1,221   1,352 -131
9,864   5,708 4,156
1,684   2,503 -819
8,332   11,913 -3,581
1,557   2,252 -695
8,102   7,473 629
9,430   7,241 2,189
60,876   47,899 12,977
28,593   26,295 2,298
3,454   2,228 1,226
25,000   20,311 4,689
8,463   4,820 3,643
8,375   6,012 2,363
29,002   20,238 8,764
1,855   1,817 38
849   858 -9
880   882 -2
1,802   1,688 114
2,370   4,154 -1,784
6,393   9,225 -2,832
3,937   4,578 -641
1,563   1,555 8
988   974 14
3,460   4,026 -566
6,577   8,760 -2,183
2,153   1,907 246
7,581   9,115 -1,534
3,168   2,899 269
3,173   2,607 566
2,771   2,830 -59
4,218   4,905 -687
9,842   15,815 -5,973
1,276   1,463 -187
2,938   1,641 1,297
774   746 28
561   548 13
5,024   5,248 -224
2,411   1,025 1,386
1,023   907 116
2,738   1,327 1,411
6,786   8,532 -1,746
3,379   3,458 -79
1,323   1,310 13
402   470 -68
1,331   649 682
1,359   1,460 -101
4,212   5,436 -1,224
1,299   1,193 106
1,031   964 67
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
      9,944
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       4,211
b       766
c       5,700
d       464
e       164
      -823
      -535
      -2,025
      -251
      -775
      1,506
      1,726
      1,272
      248
      290
      -90
      -1,580
      2,027
      364
      5,161
      1,267
      237
      -65
      -188
      114
      2,230
      1,428
      -8,955
      4,382
      -3,057
      704
      70
      351
      4,406
      2,627
      3,112
      1,910
      4,107
      255
      -294
      1,801
      -8,708
      35
      175
      1,095
      1,705
      23
      527
      69
      650
      3,959
      969
      231
      1,126
      -16,429
      497
      9,729
      -46,216
      -595
      1,850
      10
      -167
      370
      254
      167
      598
      3,091
      218
      993
      24,133
      2,862
      20
      198
      -458
      243
      2,183
      -131
      4,156
      -819
      -3,581
      -695
      629
      2,189
      12,977
      2,298
      1,226
      4,689
      3,643
      2,363
      8,764
      38
      -9
      -2
      114
      -1,784
      -2,832
      -641
      8
      14
      -566
      -2,183
      246
      -1,534
      269
      566
      -59
      -687
      -5,973
      -187
      1,297
      28
      13
      -224
      1,386
      116
      1,411
      -1,746
      -79
      13
      -68
      682
      -101
      -1,224
      106
      67
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 53,796
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 1,532
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 1,532
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,532
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,001
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 2,001
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 469
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow469 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 		19,728    
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 N/A  
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
2,537,319
b
Average of monthly cash balances.......................
1b
79,808
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,617,127
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,617,127
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
39,257
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,577,870
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
128,894
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
128,894
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,532
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,532
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
127,362
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
127,362
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
127,362
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
157,702
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
157,702
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 7 127,362
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 30,038
b From 2019...... 21,172
c From 2020...... 75,551
d From 2021...... 16,766
e From 2022...... 75,325
f Total of lines 3a through e ........ 218,852
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 157,702
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 127,362
e Remaining amount distributed out of corpus 30,340
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 5 249,192
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		30,038
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		219,154
10 Analysis of line 9:
a Excess from 2019.... 21,172
b Excess from 2020.... 75,551
c Excess from 2021.... 16,766
d Excess from 2022.... 75,325
e Excess from 2023.... 30,340
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
WESBANCO BANK
1 BANK PLAZA
WHEELING,WV26003
(304) 234-9400
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORM AND COPY OF IRS 501(C)(3) EXEMPTION LETTER
cAny submission deadlines:
NOVEMBER 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOR USE IN THE STATE OF WEST VIRGINIA
Form 990-PF (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

YMCA OF WHEELING

55 LOUNEZ AVENUE
WHEELING,WV26003 		NONE PUBLIC CHARITY WALKING TRACK IMPROVEMENT 5,000

ARC OF OHIO COUNTY

439 WARWOOD AVENUE
WHEELING,WV26003 		NONE PUBLIC CHARITY 2024 STAFF ENHANCEMENT 2,000

SANDSCREST FOUNDATION

143 SANDSCREST DRIVE
WHEELING,WV26003 		NONE 501(C)(3) OPERATIONAL EXPENSES 100,000

EASTER SEALS REHABILITATION CENTER

1305 NATIONAL ROAD
WHEELING,WV26003 		NONE 501(C)(3) GENERAL SUPPORT 5,000

OHIO RIVER VALLEY COUNCIL
BOY SCOUTS OF AMERICA
PO BOX 6186 192 MCCOLLOCH DRIVE
WHEELING,WV26003 		NONE PUBLIC CHARITY GENERAL SUPPORT 13,000

WHEELING SYMPHONY SOCIETY INC

1025 MAIN STREET SUITE 811
WHEELING,WV26003 		NONE PUBLIC CHARITY YOUNG PEOPLE'S CONCERT 2,500

COMMUNITY FOUNDATION FOR THE OHIO VALLEY

1226 CHAPLINE STREET
WHEELING,WV26003 		NONE PUBLIC CHARITY COMMUNITY LEADERS 2,500

YOUNG LIFE OHIO VALLEY

953 NATIONAL RD 142
WHEELING,WV26003 		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000

WVU MEDICINE WHEELING HOSPITAL

1 MEDICAL PARK
WHEELING,WV26003 		NONE PUBLIC CHARITY OUTPATIENT PEDIATRIC CLINIC 5,000

OHIO VALLEY BOXING ASSOCIATION

311 SHANGRI-LA ROAD
WELLSBURG,WV26070 		NONE 501(C)(3) GENERAL SUPPORT 2,500
Total .................................right arrow 3a 147,500
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 ........... 		         
4 Dividends and interest from securities ....     14 66,898  
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 53,796  
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) ..   120,694  
13Total. Add line 12, columns (b), (d), and (e)..................
13
120,694
(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:
HARRY AND HELEN SANDS CHARITABLE TRUST
EIN:
55-6015175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 675 338   338

TY 2023 InvestmentsCorpStockSchedule
Name:
HARRY AND HELEN SANDS CHARITABLE TRUST
EIN:
55-6015175
Name of Stock End of Year Book Value End of Year Fair Market Value
BROADCOM INC 5,775 34,604
ALPHABET INC CL A 23,768 38,973
O REILLY AUTOMOTIVE 12,772 14,251
APPLE INC 23,831 58,529
CHEVRON CORPORATION 15,412 19,838
CONSTELLATION BRANDS INC 10,345 14,505
DIGITAL REALTY TRUST INC 7,417 9,286
DANAHER CORP 7,593 15,037
VANGUARD MID-CAP ETF 43,677 46,528
META PLATFORMS INC 15,098 31,856
FEDEX CORP    
FMC CORPORATION    
I SHARES CORE US AGGREGATE BON 253,790 242,368
I SHARES RUSSELL 2000 ETF 24,149 31,913
I SHARES MSCI ACWX INDEX FUND 83,643 91,719
JP MORGAN CHASE 15,669 30,958
JOHNSON & JOHNSON 23,534 28,370
MASTERCARD INC CLASS A 16,831 17,487
MERCK & CO 11,519 19,951
MICROSOFT CORP 34,300 73,328
MONDELEZ INTERNATIONAL 7,068 11,878
MORGAN STANLEY 16,973 19,303
NEXTERA ENERGY 7,112 12,452
PALO ALTO NETWORKS 4,530 24,770
PRUDENTIAL FINANCIAL INC 16,195 17,216
SPDR S&P 500 ETF    
US BANCORP 12,719 15,797
UNITEDHEALTH GROUP INC 15,694 25,270
CISCO SYSTEMS INC 14,705 15,156
AMAZON.COM INC 17,910 32,667
SALESFORCE INC 16,208 30,261
PAYPAL HOLDINGS 22,449 19,713
PEPSICO INC 11,259 14,436
T-MOBILE US INC 8,527 15,071
WALMART INC 11,332 17,184
ULTA BEAUTY INC 10,777 19,110
ADVANCED MICRO DEVICES INC 21,582 35,821
CVS HEALTH CORP 16,200 22,109
TRUIST FINANCIAL CORP    
STARBUCKS CORP 16,923 18,914
BOEING CO 10,776 13,294
DELTA AIR LINES 15,720 15,167
COMCAST CORP CLASS A SHARES 13,110 12,234
DIAMONDBACK ENERGY INC 14,803 21,711
I SHARES CORE S&P MIDCAP EFT    
LOWES COS INC    
MICROCHIP TECHNOLOGY 8,169 10,281
NIKE INC 19,534 18,131
EATON CORP PLC 15,803 25,286
LINDE PLC 14,949 18,893
MID AMERICAN APART COMMUNITY    
NISOURCE INC 12,803 12,054
PARKER HANNIFIN 9,280 14,742
THERMO FISHER SCIENTIFIC 21,743 20,701
FORD    
HALLIBURTON 10,757 11,604
UBER TECHNOLOGIES INC 13,516 17,855
PROCTER & GAMBLE CO 15,636 16,119

TY 2023 InvestmentsOtherSchedule2
Name:
HARRY AND HELEN SANDS CHARITABLE TRUST
EIN:
55-6015175
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DIAMOND HILL LONG/SHORT FUND - AT COST 29,844 31,704
FEDERATED HERMES TOTAL RETURN AT COST 148,489 135,632
VANGUARD EQUITY INCOME FD ADM      
WESMARK GROWTH FUND #549      
WESMARK GOVERNMENT BOND FUND # AT COST 202,209 165,222
WESMARK SMALL COMPANY GROWTH F AT COST 71,995 91,555
WESMARK TACTICAL OPPORTUNITY F AT COST 41,095 45,901
VANGUARD INTM-TERM INV GRADE F AT COST 190,538 175,102
VICTORY SYCAMORE ESTABLISHED V AT COST 40,782 43,817
ARTISAN MID CAP FUND AT COST 67,258 62,485
COLUMBIA EMERGING MKTS FUND -I AT COST 32,480 34,446
GOLDMAN SACHS INTERNATIONAL EQ AT COST 41,534 45,665
CALAMOS MARKET NEUTRAL INCOME AT COST 49,451 48,866
FEDERATED HERMES INT'L LEADERS AT COST 43,466 44,832
FIDELITY STRATEGIC INCOME FUND AT COST 28,040 28,986
METROPOLITAN WEST TOTAL RETURN AT COST 106,671 107,176
TEMPLETON EMERGING MKTS SM/CAP AT COST 10,560 11,095
UNDISCOVERED MANAGERS BEHAVIOR AT COST 23,223 25,913
VANGUARD INTERMEDIATE TREASURY AT COST 116,148 115,521

TY 2023 TaxesSchedule
Name:
HARRY AND HELEN SANDS CHARITABLE TRUST
EIN:
55-6015175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 98 98   0
FOREIGN TAXES ON QUALIFIED FOR 134 134   0
FOREIGN TAXES ON NONQUALIFIED 40 40   0