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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$2,805,315J 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... 72,011 72,011  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 188,064
b Gross sales price for all assets on line 6a 906,712
7 Capital gain net income (from Part IV, line 2)... 188,064
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)....... Click to see attachment
List of Attached Documents:
// Content
151 151  
12 Total. Add lines 1 through 11........ 260,226 260,226  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,334 11,167   11,167
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
591 591 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
2,172 1,109   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
4 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,776 13,209 0 11,505
25 Contributions, gifts, grants paid....... 145,000 145,000
26 Total expenses and disbursements. Add lines 24 and 25 170,776 13,209 0 156,505
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 89,450
b Net investment income (if negative, enter -0-) 247,017
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 51,558 52,370 52,370
3 Accounts receivable right arrow7,085
Less: allowance for doubtful accounts right arrow   8,157 7,085 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)....... 1,073,885 Click to see attachment
List of Attached Documents:
// Content
714,095 		1,089,507
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).......... 1,243,783 Click to see attachment
List of Attached Documents:
// Content
1,693,283 		1,663,438
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) 2,377,383 2,466,833 2,805,315
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........ 2,377,383 2,466,833
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)..... 2,377,383 2,466,833
30 Total liabilities and net assets/fund balances (see instructions). 2,377,383 2,466,833
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
2,377,383
2
Enter amount from Part I, line 27a .....................
2
89,450
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,466,833
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
2,466,833
Form 990-PF (2024)
Form 990-PF (2024)
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 51. BOEING CO.     2024-01-30
b 92. ADVANCED MICRO DEVICES INC     2024-03-06
c 28. AMAZON.COM INC.     2024-03-06
d 113.554 ARTISAN MID CAP FUND-INS     2024-03-06
e 13. BROADCOM INC     2024-03-06
65. DANAHER CORP     2024-03-06
13. DELTA AIR LINES   2023-09-06 2024-03-06
16. DIAMONDBACK ENERGY INC     2024-03-06
29. META PLATFORMS INC     2024-03-06
6. ISHARES RUSSELL 2000 ETF   2016-05-17 2024-03-06
16. JP MORGAN CHASE   2023-03-03 2024-03-06
86. JOHNSON & JOHNSON     2024-03-06
3. MASTERCARD INC   2023-12-06 2024-03-06
4. MERCK & CO   2016-05-17 2024-03-06
2733.213 METROPOLITAN WEST TOTAL RETURN BOND FD   2023-06-01 2024-03-06
10. MICROSOFT CORP   2022-07-29 2024-03-06
9. MICROCHIP TECHNOLOGY   2023-12-06 2024-03-06
105. MICROCHIP TECHNOLOGY     2024-03-06
1. O'REILLY AUTOMOTIVE   2023-03-03 2024-03-06
3. PARKER-HANNIFIN CORP.   2022-04-22 2024-03-06
18. SALESFORCE INC     2024-03-06
4. THERMO FISHER SCIENTIFIC   2022-01-21 2024-03-06
69. UBER TECHNOLOGIES INC   2023-09-06 2024-03-06
2. ULTA BEAUTY INC   2018-04-04 2024-03-06
5. VANGUARD MID-CAP ETF   2023-09-06 2024-03-06
22. WALMART INC     2024-03-06
18. EATON CORP PLC     2024-03-06
15. ALPHABET INC CL A   2022-07-29 2024-06-06
28. APPLE INC     2024-06-06
47. ASTRAZENECA PLC   2024-03-06 2024-06-06
26. CVS HEALTH CORP     2024-06-06
988.706 CALAMOS MARKET NEUTRAL INCOME FU   2023-06-01 2024-06-06
642.001 COLUMBIA EMERGING MKTS FUND -I3     2024-06-06
2141.527 COLUMBIA EMERGING MKTS FUND -I3     2024-06-06
50. COMCAST CORP CLASS A SHARES     2024-06-06
249. COMCAST CORP CLASS A SHARES     2024-06-06
57. DELTA AIR LINES   2023-09-06 2024-06-06
58.194 FEDERATED HERMES INT'L LEADERS IS   2023-06-01 2024-06-06
213.344 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2023-03-03 2024-06-06
153. ISHARES RUSSELL 2000 ETF     2024-06-06
65. ISHARES MSCI ACWX INDEX FUND ETF   2023-03-03 2024-06-06
12. JP MORGAN CHASE   2023-06-01 2024-06-06
11. JOHNSON & JOHNSON   2023-12-06 2024-06-06
84. JOHNSON & JOHNSON     2024-06-06
774.431 METROPOLITAN WEST TOTAL RETURN BOND FD   2023-09-06 2024-06-06
8154.556 METROPOLITAN WEST TOTAL RETURN BOND FD   2023-06-01 2024-06-06
61. NISOURCE INC     2024-06-06
428. NISOURCE INC     2024-06-06
15. NOVO NORDISK A/S ADR   2024-03-06 2024-06-06
16. PAYPAL HOLDINGS   2023-03-03 2024-06-06
5. PEPSICO INC   2022-10-28 2024-06-06
3. PROCTER & GAMBLE CO.   2023-06-01 2024-06-06
166. PRUDENTIAL FINANCIAL INC     2024-06-06
35. STARBUCKS CORP     2024-06-06
8. T-MOBILE US INC   2022-10-28 2024-06-06
9.195 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-06-01 2024-06-06
1. UNITEDHEALTH GROUP INC   2023-06-01 2024-06-06
4014.275 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2023-06-01 2024-06-06
37. WALMART INC   2022-07-29 2024-06-06
43.469 WESMARK SMALL COMPANY GROWTH FUND   2016-05-17 2024-06-06
6. EATON CORP PLC   2021-04-27 2024-06-06
33. APPLE INC   2016-05-17 2024-09-06
47.61 ARTISAN MID CAP FUND-INS   2024-06-06 2024-09-06
673.722 ARTISAN MID CAP FUND-INS     2024-09-06
7. ASTRAZENECA PLC   2024-03-06 2024-09-06
54. BROADCOM INC   2016-05-17 2024-09-06
77. CVS HEALTH CORP     2024-09-06
7. CONSTELLATION BRANDS, INC.     2024-09-06
116.172 FEDERATED HERMES TOTAL RETURN BD FD #328   2016-05-17 2024-09-06
23. ISHARES CORE U.S. AGGREGATE BOND ETF   2021-04-27 2024-09-06
34. JP MORGAN CHASE     2024-09-06
2. MASTERCARD INC   2024-06-06 2024-09-06
18. MERCK & CO   2016-05-17 2024-09-06
47. MONDELEZ INTERNATIONAL     2024-09-06
2. O'REILLY AUTOMOTIVE   2023-03-03 2024-09-06
12. PALO ALTO NETWORKS     2024-09-06
2. PARKER-HANNIFIN CORP.   2023-06-01 2024-09-06
33. PAYPAL HOLDINGS   2023-03-03 2024-09-06
32. PROCTER & GAMBLE CO.     2024-09-06
45. SALESFORCE INC   2018-04-04 2024-09-06
18. SHOPIFY INC. CLASS A   2024-03-06 2024-09-06
14. STARBUCKS CORP     2024-09-06
7. T-MOBILE US INC     2024-09-06
1. THERMO FISHER SCIENTIFIC   2022-01-21 2024-09-06
165. US BANCORP     2024-09-06
20. UBER TECHNOLOGIES INC   2024-06-06 2024-09-06
14. ULTA BEAUTY INC     2024-09-06
32. ULTA BEAUTY INC     2024-09-06
11.3 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-06-01 2024-09-06
8. UNITEDHEALTH GROUP INC     2024-09-06
246.557 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2024-09-06
88.16 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2023-06-01 2024-09-06
4. VANGUARD MID-CAP ETF   2023-09-06 2024-09-06
30.535 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2024-09-06
30. WALMART INC     2024-09-06
140.429 WESMARK GOVERNMENT BOND FUND #556   2021-07-20 2024-09-06
78.854 WESMARK SMALL COMPANY GROWTH FUND   2016-05-17 2024-09-06
69.892 WESMARK TACTICAL OPPORTUNITY FUND   2023-03-03 2024-09-06
2. LINDE PLC   2023-06-01 2024-09-06
18. ALPHABET INC CL A   2022-07-29 2024-12-05
35. AMAZON.COM INC.   2023-03-03 2024-12-05
20. APPLE INC   2023-09-06 2024-12-05
178.248 ARTISAN MID CAP FUND-INS   2023-09-06 2024-12-05
8. BROADCOM INC   2023-09-06 2024-12-05
7. CVS HEALTH CORP   2023-12-06 2024-12-05
170. CVS HEALTH CORP   2019-03-07 2024-12-05
105. CARLYLE GROUP INC   2024-06-06 2024-12-05
15. CHEVRON CORPORATION     2024-12-05
45. CISCO SYSTEMS INC   2023-03-03 2024-12-05
123. DELTA AIR LINES     2024-12-05
249. DELTA AIR LINES   2023-09-06 2024-12-05
12. DIGITAL REALTY TRUST (REIT)   2018-10-02 2024-12-05
19. META PLATFORMS INC     2024-12-05
106. HALLIBURTON     2024-12-05
10. JP MORGAN CHASE     2024-12-05
2. MASTERCARD INC   2023-09-06 2024-12-05
5. MICROSOFT CORP   2023-09-06 2024-12-05
23. MONDELEZ INTERNATIONAL     2024-12-05
117. MONDELEZ INTERNATIONAL     2024-12-05
41. MORGAN STANLEY     2024-12-05
122. NIKE INC     2024-12-05
1. O'REILLY AUTOMOTIVE   2023-09-06 2024-12-05
7. PALO ALTO NETWORKS   2020-03-20 2024-12-05
4. PARKER-HANNIFIN CORP.     2024-12-05
35. PAYPAL HOLDINGS   2023-03-03 2024-12-05
4. SALESFORCE INC   2023-09-06 2024-12-05
53. SHOPIFY INC. CLASS A   2024-03-06 2024-12-05
11. STARBUCKS CORP   2023-09-06 2024-12-05
4. STRYKER CORP   2024-06-06 2024-12-05
13. T-MOBILE US INC     2024-12-05
6. TESLA INC   2024-09-06 2024-12-05
21. US BANCORP     2024-12-05
15.935 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-06-01 2024-12-05
677.204 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2024-03-06 2024-12-05
7461.21 VANGUARD INTERMEDIATE-TREASURY FUND ADM     2024-12-05
18. VANGUARD SMALL-CAP GROWTH VIPERS   2024-06-06 2024-12-05
15. VANGUARD MID-CAP ETF   2023-09-06 2024-12-05
25.064 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2024-12-05
36. WALMART INC   2018-07-11 2024-12-05
1022.543 WESMARK SMALL COMPANY GROWTH FUND   2016-05-17 2024-12-05
2. AON PLC   2024-09-06 2024-12-05
19. EATON CORP PLC   2021-04-27 2024-12-05
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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 10,248   10,776 -528
b 19,424   8,053 11,371
c 4,913   3,444 1,469
d 5,111   6,699 -1,588
e 18,090   2,481 15,609
16,641   7,593 9,048
545   549 -4
2,895   2,192 703
14,428   4,902 9,526
1,235   667 568
3,027   2,266 761
13,741   11,902 1,839
1,401   1,232 169
491   208 283
24,763   25,064 -301
4,026   2,784 1,242
784   763 21
9,146   7,406 1,740
1,080   834 246
1,593   852 741
5,489   2,369 3,120
2,353   2,352 1
5,514   3,216 2,298
1,110   410 700
1,215   1,092 123
1,321   1,012 309
5,315   2,603 2,712
2,639   1,698 941
5,467   1,653 3,814
3,788   3,062 726
1,572   1,860 -288
14,435   14,188 247
8,519   7,812 707
28,418   25,522 2,896
1,980   2,102 -122
9,861   11,852 -1,991
2,915   2,406 509
2,292   2,082 210
3,955   3,386 569
31,235   23,482 7,753
3,555   3,138 417
2,367   1,639 728
1,595   1,744 -149
12,181   9,888 2,293
6,954   6,830 124
73,228   74,777 -1,549
1,744   1,624 120
12,234   12,117 117
2,117   1,869 248
1,027   1,192 -165
870   899 -29
497   430 67
19,510   16,195 3,315
2,851   3,380 -529
1,442   1,193 249
752   657 95
504   488 16
39,300   40,424 -1,124
2,472   1,598 874
603   517 86
1,950   863 1,087
7,380   773 6,607
1,964   2,045 -81
27,791   31,487 -3,696
588   456 132
7,705   769 6,936
4,515   4,766 -251
1,728   1,451 277
1,133   1,270 -137
2,325   2,637 -312
7,403   3,183 4,220
954   897 57
2,143   934 1,209
3,537   2,033 1,504
2,278   1,668 610
4,145   1,517 2,628
1,154   645 509
2,369   2,458 -89
5,648   4,567 1,081
11,147   5,295 5,852
1,257   1,342 -85
1,277   1,293 -16
1,374   999 375
607   588 19
7,544   6,309 1,235
1,424   1,366 58
5,088   5,532 -444
11,629   8,300 3,329
964   808 156
4,769   3,873 896
2,194   2,626 -432
897   888 9
1,009   874 135
1,537   1,524 13
2,307   1,095 1,212
1,136   1,409 -273
1,104   938 166
811   733 78
929   711 218
3,163   2,038 1,125
7,625   3,267 4,358
4,881   3,773 1,108
8,780   7,253 1,527
1,368   698 670
403   500 -97
9,783   9,073 710
5,524   4,427 1,097
2,387   2,411 -24
2,689   2,216 473
8,112   5,044 3,068
16,422   10,510 5,912
2,272   1,335 937
11,722   2,492 9,230
3,245   3,692 -447
2,453   1,294 1,159
1,049   821 228
2,192   1,666 526
1,450   1,603 -153
7,377   5,035 2,342
5,314   3,394 1,920
9,542   15,260 -5,718
1,239   945 294
2,828   340 2,488
2,784   1,251 1,533
3,134   2,607 527
1,446   880 566
5,999   3,951 2,048
1,110   1,061 49
1,549   1,387 162
3,156   1,618 1,538
2,160   1,367 793
1,091   763 328
1,487   1,139 348
6,698   6,684 14
73,791   74,836 -1,045
5,458   4,506 952
4,268   3,276 992
1,345   1,251 94
3,414   1,039 2,375
17,526   12,168 5,358
765   697 68
7,150   2,733 4,417
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
      16,069
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       -528
b       11,371
c       1,469
d       -1,588
e       15,609
      9,048
      -4
      703
      9,526
      568
      761
      1,839
      169
      283
      -301
      1,242
      21
      1,740
      246
      741
      3,120
      1
      2,298
      700
      123
      309
      2,712
      941
      3,814
      726
      -288
      247
      707
      2,896
      -122
      -1,991
      509
      210
      569
      7,753
      417
      728
      -149
      2,293
      124
      -1,549
      120
      117
      248
      -165
      -29
      67
      3,315
      -529
      249
      95
      16
      -1,124
      874
      86
      1,087
      6,607
      -81
      -3,696
      132
      6,936
      -251
      277
      -137
      -312
      4,220
      57
      1,209
      1,504
      610
      2,628
      509
      -89
      1,081
      5,852
      -85
      -16
      375
      19
      1,235
      58
      -444
      3,329
      156
      896
      -432
      9
      135
      13
      1,212
      -273
      166
      78
      218
      1,125
      4,358
      1,108
      1,527
      670
      -97
      710
      1,097
      -24
      473
      3,068
      5,912
      937
      9,230
      -447
      1,159
      228
      526
      -153
      2,342
      1,920
      -5,718
      294
      2,488
      1,533
      527
      566
      2,048
      49
      162
      1,538
      793
      328
      348
      14
      -1,045
      952
      992
      94
      2,375
      5,358
      68
      4,417
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 188,064
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 3,434
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 3,434
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 3,434
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,532
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 1,532
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 1,902
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		22,334    
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
2,764,142
b
Average of monthly cash balances.......................
1b
76,247
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,840,389
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
2,840,389
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,606
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,797,783
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
139,889
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
139,889
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,434
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,434
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
136,455
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
136,455
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
136,455
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
156,505
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
156,505
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 136,455
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 21,172
b From 2020...... 75,551
c From 2021...... 16,766
d From 2022...... 75,325
e From 2023...... 30,340
f Total of lines 3a through e ........ 219,154
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 156,505
a Applied to 2023, 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 2024 distributable amount..... 136,455
e Remaining amount distributed out of corpus 20,050
5 Excess distributions carryover applied to 2024. 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 5 239,204
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		21,172
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		218,032
10 Analysis of line 9:
a Excess from 2020.... 75,551
b Excess from 2021.... 16,766
c Excess from 2022.... 75,325
d Excess from 2023.... 30,340
e Excess from 2024.... 20,050
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

YOUTH SERVICES SYSTEM INC

87 FIFTEENTH STREET PO BOX 6041
WHEELING,WV26003 		NONE PUBLIC CHARITY SUPPORT FOR THE LAZARUS 2,500

SANDSCREST FOUNDATION

143 SANDSCREST DRIVE
WHEELING,WV26003 		NONE 501(C)(3) OPERATIONAL EXPENSES 120,000

KINGS DAUGHTERS CHILD CARE CENTER

61 13TH STREET
WHEELING,WV26003 		NONE 501(C)(3) MOTOR SKILL DEVELOPMENT 2,500

OHIO RIVER VALLEY COUNCIL
BOY SCOUTS OF AMERICA
PO BOX 6186 192 MCCOLLOCH DRIVE
WHEELING,WV26003 		NONE PUBLIC CHARITY SCOUT RESERVATION SUPPORT 15,000

WHEELING SYMPHONY SOCIETY INC

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

OHIO VALLEY BOXING ASSOCIATION

311 SHANGRI-LA ROAD
WELLSBURG,WV26070 		NONE 501(C)(3) MEMBERSHIP FEES FOR 2,500
Total .................................right arrow 3a 145,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 72,011  
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 ............ 		    18 188,064  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aANTERO RESOURCES 		    16 124  
bDIGITAL REALTY TRU       27  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   260,226  
13Total. Add line 12, columns (b), (d), and (e)..................
13
260,226
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 2024 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 3,250 29,676
ALPHABET INC CL A 25,969 53,761
O REILLY AUTOMOTIVE 11,289 15,415
APPLE INC 28,925 72,371
CHEVRON CORPORATION 15,128 19,264
CONSTELLATION BRANDS INC 9,854 12,597
DIGITAL REALTY TRUST INC 6,083 10,108
DANAHER CORP    
VANGUARD MID-CAP ETF 38,436 46,487
META PLATFORMS INC 13,352 31,032
FEDEX CORP    
FMC CORPORATION    
I SHARES CORE US AGGREGATE BON    
I SHARES RUSSELL 2000 ETF    
I SHARES MSCI ACWX INDEX FUND    
JP MORGAN CHASE 7,287 26,368
JOHNSON & JOHNSON    
MASTERCARD INC CLASS A 14,778 18,957
MERCK & CO 19,147 23,776
MICROSOFT CORP 33,120 79,242
MONDELEZ INTERNATIONAL    
MORGAN STANLEY 13,579 20,870
NEXTERA ENERGY 12,630 20,288
PALO ALTO NETWORKS 3,856 25,110
PRUDENTIAL FINANCIAL INC    
SPDR S&P 500 ETF    
US BANCORP 6,747 9,901
UNITEDHEALTH GROUP INC 16,209 24,787
CISCO SYSTEMS INC 13,323 16,102
AMAZON.COM INC 15,689 38,832
SALESFORCE INC 15,685 27,081
PAYPAL HOLDINGS 17,192 21,679
PEPSICO INC 13,589 15,206
T-MOBILE US INC 4,717 14,568
WALMART INC 6,588 18,251
ULTA BEAUTY INC    
ADVANCED MICRO DEVICES INC 25,323 27,540
CVS HEALTH CORP    
TRUIST FINANCIAL CORP    
STARBUCKS CORP 13,292 14,600
BOEING CO    
DELTA AIR LINES    
COMCAST CORP CLASS A SHARES    
DIAMONDBACK ENERGY INC 15,075 22,609
I SHARES CORE S&P MIDCAP EFT    
LOWES COS INC    
MICROCHIP TECHNOLOGY    
NIKE INC 12,613 10,367
EATON CORP PLC 12,509 23,895
LINDE PLC 15,589 19,677
MID AMERICAN APART COMMUNITY    
NISOURCE INC    
PARKER HANNIFIN 6,532 14,629
THERMO FISHER SCIENTIFIC 28,088 26,532
FORD    
HALLIBURTON 11,080 9,272
UBER TECHNOLOGIES INC 13,334 15,985
PROCTER & GAMBLE CO 10,639 12,574
AMERICAN WATER WORKS 16,065 15,063
ASTRAZENECA PLC 15,635 15,594
CARLYLE GROUP INC 12,794 15,601
EOG RESOURCES INC 13,393 12,503
LOCKHEED MARTIN 16,079 15,064
NETFLIX INC. 12,204 16,044
NOVO NORDISK A/S 24,373 17,032
NVIDIA CORP 30,012 36,258
SHOPIFY INC. CLASS A 6,761 10,314
STRYKER CORP 14,221 14,762
TESLA INC 12,300 21,807
AON PLC 9,762 10,056

TY 2024 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 44,657 45,665
FEDERATED HERMES TOTAL RETURN AT COST 161,882 145,731
VANGUARD EQUITY INCOME FD ADM      
WESMARK GROWTH FUND #549      
WESMARK GOVERNMENT BOND FUND # AT COST 218,119 176,968
WESMARK SMALL COMPANY GROWTH F AT COST 60,638 91,930
WESMARK TACTICAL OPPORTUNITY F AT COST 41,110 48,447
VANGUARD INTM-TERM INV GRADE F AT COST 204,805 187,283
VICTORY SYCAMORE ESTABLISHED V AT COST 39,664 42,404
ARTISAN MID CAP FUND AT COST 23,668 24,136
COLUMBIA EMERGING MKTS FUND -I      
GOLDMAN SACHS INTERNATIONAL EQ AT COST 41,605 47,715
CALAMOS MARKET NEUTRAL INCOME AT COST 40,567 42,186
FEDERATED HERMES INT'L LEADERS AT COST 47,468 46,265
FIDELITY STRATEGIC INCOME FUND AT COST 92,150 93,587
METROPOLITAN WEST TOTAL RETURN      
TEMPLETON EMERGING MKTS SM/CAP AT COST 10,560 11,911
UNDISCOVERED MANAGERS BEHAVIOR AT COST 22,997 26,726
VANGUARD INTERMEDIATE TREASURY      
BBH INCOME FUND-I AT COST 94,586 93,647
GOLDMAN SACHS EMERGING MARKETS AT COST 37,228 36,332
ISHARES CORE U.S. AGGREGATE BO AT COST 308,916 291,378
ISHARES MSCI ACWX INDEX FUND E AT COST 85,266 94,879
VALUE LINE MID CAP FOCUS FUND- AT COST 36,858 35,366
VANGUARD LONG TERM INVESTMENT AT COST 53,001 50,075
VANGUARD SMALL-CAP GROWTH VIPE AT COST 27,538 30,807

TY 2024 LegalFeesSchedule
Name:
HARRY AND HELEN SANDS CHARITABLE TRUST
EIN:
55-6015175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 591 591    


TY 2024 OtherExpensesSchedule
Name:
HARRY AND HELEN SANDS CHARITABLE TRUST
EIN:
55-6015175
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 4 4   0


TY 2024 OtherIncomeSchedule2
Name:
HARRY AND HELEN SANDS CHARITABLE TRUST
EIN:
55-6015175
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 124 124  
DIGITAL REALTY TRUST (REIT) 27 27  


TY 2024 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 128 128   0
FEDERAL ESTIMATES - PRINCIPAL 1,063 0   0
FOREIGN TAXES ON QUALIFIED FOR 731 731   0
FOREIGN TAXES ON NONQUALIFIED 250 250   0