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
GEORGE A LAUGHLIN 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, WV260033543
A Employer identification number

55-6016889
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$22,865,181
J 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 1,965 1,965  
4 Dividends and interest from securities... 437,345 437,345  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,383,077
b Gross sales price for all assets on line 6a 3,911,233
7 Capital gain net income (from Part IV, line 2)... 1,383,077
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)....... 158 158  
12 Total. Add lines 1 through 11........ 1,822,545 1,822,545  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 112,323 112,323    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 2,213 2,213 0 0
b Accounting fees (attach schedule)....... 1,600 1,600 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 29,884 2,884   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications.......... 800 0 0 800
23 Other expenses (attach schedule)....... 7,377     7,377
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 154,197 119,020 0 8,177
25 Contributions, gifts, grants paid....... 1,384,638 1,384,638
26 Total expenses and disbursements. Add lines 24 and 25 1,538,835 119,020 0 1,392,815
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 283,710
b Net investment income (if negative, enter -0-) 1,703,525
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............. 553 97,702 97,702
2 Savings and temporary cash investments......... 497,121 1,224,922 1,224,922
3 Accounts receivable right arrow34,371
Less: allowance for doubtful accounts right arrow   29,581 34,371 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)....... 3,543,660 Click to see attachment
List of Attached Documents:
// Content
3,625,783
5,968,815
c Investments—corporate bonds (attach schedule)....... 335,124 Click to see attachment
List of Attached Documents:
// Content
324,650
323,951
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 3,421,981 3,803,530 3,803,530
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
10,951,769
Click to see attachment
List of Attached Documents:
// Content
11,081,819
Click to see attachment
List of Attached Documents:
// Content
11,446,261
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,779,789 20,192,777 22,865,181
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........ 18,779,789 20,192,777
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)..... 18,779,789 20,192,777
30 Total liabilities and net assets/fund balances (see instructions). 18,779,789 20,192,777
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
18,779,789
2
Enter amount from Part I, line 27a .....................
2
283,710
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,129,278
4
Add lines 1, 2, and 3 ..........................
4
20,192,777
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
20,192,777
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 330.22 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-01-16
b 782. FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-01-25
c 296. BOEING CO.   2023-03-03 2024-01-30
d 347.67 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-02-15
e 432.28 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-02-26
536. ADVANCED MICRO DEVICES INC     2024-03-06
5. ALPHABET INC CL A   2022-10-28 2024-03-06
175. AMAZON.COM INC.     2024-03-06
310.333 ARTISAN MID CAP FUND-INS   2021-04-27 2024-03-06
75. BROADCOM INC     2024-03-06
30. CVS HEALTH CORP   2020-08-13 2024-03-06
375. DANAHER CORP     2024-03-06
93. DELTA AIR LINES   2023-09-06 2024-03-06
98. DIAMONDBACK ENERGY INC   2022-09-09 2024-03-06
13. DIGITAL REALTY TRUST (REIT)   2018-10-02 2024-03-06
170. META PLATFORMS INC   2023-03-03 2024-03-06
6. ISHARES RUSS 2000 VAL IDX COM   2023-12-06 2024-03-06
9. ISHARES MSCI ACWX INDEX FUND ETF   2021-04-27 2024-03-06
103. JP MORGAN CHASE   2023-03-03 2024-03-06
505. JOHNSON & JOHNSON     2024-03-06
22. MASTERCARD INC   2023-12-06 2024-03-06
35. MERCK & CO   2015-09-30 2024-03-06
68. MICROSOFT CORP   2022-07-29 2024-03-06
658. MICROCHIP TECHNOLOGY     2024-03-06
8. MORGAN STANLEY   2023-06-01 2024-03-06
4. O'REILLY AUTOMOTIVE   2023-03-03 2024-03-06
26. PARKER-HANNIFIN CORP.   2022-04-22 2024-03-06
36. PRUDENTIAL FINANCIAL INC   2022-10-28 2024-03-06
109. SALESFORCE INC     2024-03-06
5. T-MOBILE US INC   2022-10-28 2024-03-06
23. THERMO FISHER SCIENTIFIC   2022-01-21 2024-03-06
389. UBER TECHNOLOGIES INC   2023-09-06 2024-03-06
14. ULTA BEAUTY INC   2018-04-04 2024-03-06
16. VANGUARD MID-CAP ETF   2023-09-06 2024-03-06
140. WALMART INC   2022-07-29 2024-03-06
109. EATON CORP PLC   2021-04-27 2024-03-06
11. LINDE PLC   2022-04-22 2024-03-06
319.73 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-03-15
411.54 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-03-25
320.58 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-04-15
426.83 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-04-25
304.44 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-05-15
471.21 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-05-28
86. ALPHABET INC CL A     2024-06-06
162. APPLE INC   2008-10-02 2024-06-06
264. ASTRAZENECA PLC   2024-03-06 2024-06-06
130. CVS HEALTH CORP   2023-06-01 2024-06-06
111.673 CALAMOS MARKET NEUTRAL INCOME FU   2023-03-03 2024-06-06
17. CHEVRON CORPORATION   2022-09-09 2024-06-06
136.872 COLUMBIA EMERGING MKTS FUND -I3   2024-03-06 2024-06-06
7948.812 COLUMBIA EMERGING MKTS FUND -I3     2024-06-06
184. COMCAST CORP CLASS A SHARES     2024-06-06
1533. COMCAST CORP CLASS A SHARES   2023-03-03 2024-06-06
1. CONSTELLATION BRANDS, INC.   2017-02-16 2024-06-06
324. DELTA AIR LINES   2023-09-06 2024-06-06
217.554 DIAMOND HILL LONG/SHORT FUND-I #11   2023-03-03 2024-06-06
16. DIAMONDBACK ENERGY INC   2022-09-09 2024-06-06
165.32 FEDERATED HERMES INT'L LEADERS IS   2023-03-03 2024-06-06
612.072 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2023-06-01 2024-06-06
183. ISHARES MSCI ACWX INDEX FUND ETF     2024-06-06
67. JP MORGAN CHASE     2024-06-06
544. JOHNSON & JOHNSON   2012-10-09 2024-06-06
18. MERCK & CO   2015-09-30 2024-06-06
2. MICROSOFT CORP   2022-07-29 2024-06-06
186. NISOURCE INC   2024-03-06 2024-06-06
2626. NISOURCE INC     2024-06-06
80. NOVO NORDISK A/S ADR   2024-03-06 2024-06-06
87. PAYPAL HOLDINGS   2023-03-03 2024-06-06
29. PEPSICO INC   2022-10-28 2024-06-06
32. PROCTER & GAMBLE CO.   2023-06-01 2024-06-06
952. PRUDENTIAL FINANCIAL INC     2024-06-06
198. STARBUCKS CORP     2024-06-06
45. T-MOBILE US INC   2022-10-28 2024-06-06
7.271 TEMPLETON EMERGING MKTS SM/CAP FD #626   2023-03-03 2024-06-06
10. UNITEDHEALTH GROUP INC   2023-06-01 2024-06-06
31.638 VANGUARD EQUITY INCOME FUND -ADM#565   2020-08-13 2024-06-06
281.954 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2024-06-06
20.722 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2024-06-06
207. WALMART INC   2022-07-29 2024-06-06
577.946 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2024-06-06
416.076 WESMARK TACTICAL OPPORTUNITY FUND   2018-10-02 2024-06-06
36. EATON CORP PLC   2021-04-27 2024-06-06
316.46 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-06-17
488.2 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-06-25
316.6 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-07-15
1204.91 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-07-25
334.03 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-08-15
443.62 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-08-26
175. APPLE INC   2008-10-02 2024-09-06
1787.643 ARTISAN MID CAP FUND-INS     2024-09-06
38. ASTRAZENECA PLC   2024-03-06 2024-09-06
311. BROADCOM INC   2015-07-06 2024-09-06
437. CVS HEALTH CORP     2024-09-06
24. CISCO SYSTEMS INC   2023-03-03 2024-09-06
44. CONSTELLATION BRANDS, INC.   2017-02-16 2024-09-06
289.72 FEDERATED HERMES TOTAL RETURN BD FD #328   2021-08-05 2024-09-06
40. ISHARES CORE U.S. AGGREGATE BOND ETF   2020-08-13 2024-09-06
52. ISHARES RUSS 2000 VAL IDX COM   2023-06-01 2024-09-06
192. JP MORGAN CHASE   2016-06-03 2024-09-06
11. MASTERCARD INC   2024-06-06 2024-09-06
74. MERCK & CO   2015-09-30 2024-09-06
271. MONDELEZ INTERNATIONAL   2010-02-12 2024-09-06
2. MORGAN STANLEY   2023-06-01 2024-09-06
4. NETFLIX INC.   2024-06-06 2024-09-06
11. O'REILLY AUTOMOTIVE   2023-03-03 2024-09-06
67. PALO ALTO NETWORKS     2024-09-06
14. PARKER-HANNIFIN CORP.   2023-06-01 2024-09-06
181. PAYPAL HOLDINGS   2023-03-03 2024-09-06
183. PROCTER & GAMBLE CO.     2024-09-06
259. SALESFORCE INC   2018-04-04 2024-09-06
103. SHOPIFY INC. CLASS A   2024-03-06 2024-09-06
77. STARBUCKS CORP   2022-01-21 2024-09-06
5. STRYKER CORP   2024-06-06 2024-09-06
36. T-MOBILE US INC   2022-10-28 2024-09-06
45.194 TEMPLETON EMERGING MKTS SM/CAP FD #626   2023-03-03 2024-09-06
10. THERMO FISHER SCIENTIFIC   2022-01-21 2024-09-06
942. US BANCORP   2013-10-04 2024-09-06
106. UBER TECHNOLOGIES INC   2024-06-06 2024-09-06
50. ULTA BEAUTY INC   2024-06-06 2024-09-06
214. ULTA BEAUTY INC     2024-09-06
43. UNITEDHEALTH GROUP INC     2024-09-06
10.32 VANGUARD EQUITY INCOME FUND -ADM#565   2020-08-13 2024-09-06
643.832 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2024-09-06
273.381 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2023-06-01 2024-09-06
5. VANGUARD MID-CAP ETF   2023-09-06 2024-09-06
39.91 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2024-09-06
166. WALMART INC     2024-09-06
398.24 WESMARK LARGE COMPANY FUND #549     2024-09-06
318.836 WESMARK GOVERNMENT BOND FUND #556   2020-08-13 2024-09-06
667.937 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2024-09-06
295.732 WESMARK TACTICAL OPPORTUNITY FUND   2018-10-02 2024-09-06
15. LINDE PLC   2023-06-01 2024-09-06
312.05 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-09-16
436.81 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-09-25
344.64 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-10-15
491.32 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-10-25
1025. CVS HEALTH CORP   2019-03-07 2024-11-14
606. DELTA AIR LINES     2024-11-14
1546. DELTA AIR LINES   2023-09-06 2024-11-14
1173. HALLIBURTON     2024-11-14
1409. HALLIBURTON     2024-11-14
119. ISHARES CORE U.S. AGGREGATE BOND ETF   2020-08-13 2024-11-14
103. MONDELEZ INTERNATIONAL     2024-11-14
704. MONDELEZ INTERNATIONAL   2010-02-12 2024-11-14
302.97 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-11-15
2903.6 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2024-11-15
1285.347 WESMARK GOVERNMENT BOND FUND #556   2020-08-13 2024-11-15
435.18 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-11-25
115. ALPHABET INC CL A   2020-08-13 2024-12-05
193. AMAZON.COM INC.   2023-03-03 2024-12-05
101. APPLE INC   2023-09-06 2024-12-05
453.936 ARTISAN MID CAP FUND-INS   2023-06-01 2024-12-05
41. BROADCOM INC   2015-07-06 2024-12-05
622. CARLYLE GROUP INC   2024-06-06 2024-12-05
89. CHEVRON CORPORATION   2022-09-09 2024-12-05
263. CISCO SYSTEMS INC   2023-03-03 2024-12-05
84. DIGITAL REALTY TRUST (REIT)   2018-10-02 2024-12-05
100. META PLATFORMS INC   2023-03-03 2024-12-05
137. ISHARES RUSS 2000 VAL IDX COM   2023-09-06 2024-12-05
61. JP MORGAN CHASE     2024-12-05
15. MASTERCARD INC   2023-09-06 2024-12-05
32. MICROSOFT CORP   2023-09-06 2024-12-05
264. MORGAN STANLEY   2023-06-01 2024-12-05
713. NIKE INC     2024-12-05
5. O'REILLY AUTOMOTIVE   2023-03-03 2024-12-05
40. PALO ALTO NETWORKS   2014-07-03 2024-12-05
25. PARKER-HANNIFIN CORP.     2024-12-05
236. PAYPAL HOLDINGS   2023-03-03 2024-12-05
21. SALESFORCE INC   2018-04-04 2024-12-05
314. SHOPIFY INC. CLASS A   2024-03-06 2024-12-05
67. STARBUCKS CORP   2022-01-21 2024-12-05
13. STRYKER CORP   2024-06-06 2024-12-05
78. T-MOBILE US INC     2024-12-05
41. TESLA INC   2024-09-06 2024-12-05
140. US BANCORP   2013-10-04 2024-12-05
28.218 VANGUARD EQUITY INCOME FUND -ADM#565   2020-08-13 2024-12-05
41. VANGUARD MID-CAP ETF   2023-09-06 2024-12-05
80.407 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2024-12-05
201. WALMART INC   2018-07-11 2024-12-05
2303.398 WESMARK LARGE COMPANY FUND #549     2024-12-05
17443.121 WESMARK SMALL COMPANY GROWTH FUND     2024-12-05
451.441 WESMARK TACTICAL OPPORTUNITY FUND   2018-10-02 2024-12-05
13. AON PLC   2024-09-06 2024-12-05
108. EATON CORP PLC   2021-04-27 2024-12-05
289.58 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2024-12-16
521. FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2024-12-26
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 330   334 -4
b 782   787 -5
c 59,479   62,342 -2,863
d 348   352 -4
e 432   435 -3
113,168   48,043 65,125
665   465 200
30,704   18,577 12,127
13,968   18,300 -4,332
104,364   16,954 87,410
2,206   1,944 262
96,008   45,208 50,800
3,900   3,925 -25
17,732   13,202 4,530
1,976   1,446 530
84,577   30,379 54,198
924   864 60
473   514 -41
19,488   14,588 4,900
80,688   61,584 19,104
10,276   9,037 1,239
4,293   1,647 2,646
27,377   18,931 8,446
57,317   45,854 11,463
692   655 37
4,318   3,337 981
13,807   7,384 6,423
3,935   3,744 191
33,240   13,789 19,451
829   746 83
13,531   13,523 8
31,088   18,130 12,958
7,771   2,871 4,900
3,887   3,494 393
8,408   6,048 2,360
32,185   15,677 16,508
5,048   3,521 1,527
320   324 -4
412   414 -2
321   324 -3
427   430 -3
304   308 -4
471   474 -3
15,131   6,954 8,177
31,628   609 31,019
21,277   17,202 4,075
7,859   8,890 -1,031
1,630   1,572 58
2,621   2,688 -67
1,816   1,745 71
105,481   94,857 10,624
7,287   7,746 -459
60,713   57,124 3,589
250   158 92
16,567   13,675 2,892
6,374   5,713 661
3,021   2,155 866
6,510   5,923 587
11,348   9,818 1,530
10,007   9,225 782
13,213   8,655 4,558
78,889   37,219 41,670
2,330   847 1,483
848   557 291
5,317   4,989 328
75,062   73,828 1,234
11,293   9,966 1,327
5,587   6,480 -893
5,045   5,213 -168
5,306   4,586 720
111,890   93,118 18,772
16,126   19,062 -2,936
8,110   6,711 1,399
100   92 8
5,036   4,878 158
2,834   2,288 546
2,414   3,003 -589
1,010   1,034 -24
13,831   8,942 4,889
8,016   8,253 -237
4,722   4,569 153
11,698   5,178 6,520
316   320 -4
488   491 -3
317   320 -3
1,205   1,213 -8
334   338 -4
444   447 -3
39,136   658 38,478
73,740   91,077 -17,337
3,191   2,476 715
44,377   4,237 40,140
25,625   27,336 -1,711
1,173   1,182 -9
10,860   6,960 3,900
2,825   3,329 -504
4,043   4,733 -690
8,428   6,833 1,595
41,806   12,249 29,557
5,248   4,934 314
8,812   3,483 5,329
20,392   5,055 15,337
200   164 36
2,727   2,592 135
12,531   9,176 3,355
23,144   3,603 19,541
8,077   4,513 3,564
12,995   13,481 -486
32,297   26,031 6,266
64,155   30,474 33,681
7,190   7,678 -488
7,023   7,388 -365
1,793   1,734 59
7,066   5,369 1,697
639   569 70
6,074   5,879 195
43,067   34,328 8,739
7,548   7,238 310
18,170   19,252 -1,082
77,766   54,064 23,702
25,635   20,430 5,205
947   746 201
5,730   6,857 -1,127
2,780   2,753 27
1,261   1,092 169
2,009   1,992 17
12,764   6,182 6,582
9,458   9,362 96
2,579   3,230 -651
9,351   9,538 -187
3,430   3,247 183
6,964   5,330 1,634
312   316 -4
437   440 -3
345   349 -4
491   495 -4
56,154   54,706 1,448
39,370   25,111 14,259
100,440   65,254 35,186
35,208   39,179 -3,971
42,291   43,792 -1,501
11,611   14,080 -2,469
6,790   7,118 -328
46,407   13,131 33,276
303   307 -4
25,000   30,923 -5,923
10,000   13,021 -3,021
435   438 -3
20,206   8,730 11,476
42,049   18,013 24,036
24,650   19,055 5,595
22,361   17,014 5,347
7,009   559 6,450
32,723   26,226 6,497
14,165   14,072 93
15,715   12,949 2,766
15,905   9,343 6,562
61,694   17,870 43,824
24,502   19,534 4,968
14,966   3,817 11,149
7,868   6,154 1,714
14,030   10,660 3,370
34,215   21,622 12,593
55,763   92,392 -36,629
6,197   4,171 2,026
16,158   1,089 15,069
17,398   7,714 9,684
21,132   17,577 3,555
7,589   2,471 5,118
35,542   23,408 12,134
6,764   6,429 335
5,033   4,509 524
18,936   9,119 9,817
14,758   9,339 5,419
7,275   5,102 2,173
2,778   2,041 737
11,666   8,954 2,712
4,315   4,013 302
19,063   5,801 13,262
61,547   37,454 24,093
298,975   198,065 100,910
5,431   4,957 474
4,972   4,533 439
40,640   15,533 25,107
290   293 -3
521   524 -3
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
      222,042
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
b       -5
c       -2,863
d       -4
e       -3
      65,125
      200
      12,127
      -4,332
      87,410
      262
      50,800
      -25
      4,530
      530
      54,198
      60
      -41
      4,900
      19,104
      1,239
      2,646
      8,446
      11,463
      37
      981
      6,423
      191
      19,451
      83
      8
      12,958
      4,900
      393
      2,360
      16,508
      1,527
      -4
      -2
      -3
      -3
      -4
      -3
      8,177
      31,019
      4,075
      -1,031
      58
      -67
      71
      10,624
      -459
      3,589
      92
      2,892
      661
      866
      587
      1,530
      782
      4,558
      41,670
      1,483
      291
      328
      1,234
      1,327
      -893
      -168
      720
      18,772
      -2,936
      1,399
      8
      158
      546
      -589
      -24
      4,889
      -237
      153
      6,520
      -4
      -3
      -3
      -8
      -4
      -3
      38,478
      -17,337
      715
      40,140
      -1,711
      -9
      3,900
      -504
      -690
      1,595
      29,557
      314
      5,329
      15,337
      36
      135
      3,355
      19,541
      3,564
      -486
      6,266
      33,681
      -488
      -365
      59
      1,697
      70
      195
      8,739
      310
      -1,082
      23,702
      5,205
      201
      -1,127
      27
      169
      17
      6,582
      96
      -651
      -187
      183
      1,634
      -4
      -3
      -4
      -4
      1,448
      14,259
      35,186
      -3,971
      -1,501
      -2,469
      -328
      33,276
      -4
      -5,923
      -3,021
      -3
      11,476
      24,036
      5,595
      5,347
      6,450
      6,497
      93
      2,766
      6,562
      43,824
      4,968
      11,149
      1,714
      3,370
      12,593
      -36,629
      2,026
      15,069
      9,684
      3,555
      5,118
      12,134
      335
      524
      9,817
      5,419
      2,173
      737
      2,712
      302
      13,262
      24,093
      100,910
      474
      439
      25,107
      -3
      -3
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,383,077
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 23,679
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 23,679
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 23,679
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 20,809
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 27,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 47,809
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 20
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 24,110
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow23,680 Refundedright arrow 11 430
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 arrow260033543
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 TRUSTEE
8
112,323    
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  
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
21,812,469
b
Average of monthly cash balances.......................
1b
472,768
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
22,285,237
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
22,285,237
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
334,279
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,950,958
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,097,548
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
1,097,548
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
23,679
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,679
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,073,869
4
Recoveries of amounts treated as qualifying distributions................
4
4,339
5
Add lines 3 and 4............................
5
1,078,208
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
1,078,208
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
1,392,815
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
1,392,815
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 1,078,208
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 247,505
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,392,815
a Applied to 2023, but not more than line 2a 247,505
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..... 1,078,208
e Remaining amount distributed out of corpus 67,102
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 67,102
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) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
67,102
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 67,102
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:
MARNIE HEDGES
C/O WESBANCO BANK 1 BANK PLAZA
WHEELING,WV26003
(304) 234-9400
MHEDGES@WESBANCO.COM
bThe form in which applications should be submitted and information and materials they should include:
UNIVERSAL RESIDENTIAL LOAN APPLICATION (URLA), SUPPORTING FINANCIAL DOCUMENTATION, AND ADDENDUM LISTING LEGALLY DEPENDENT CHILDREN LIVING AT HOME AND THEIR AGES
cAny submission deadlines:
APRIL 1 - APRIL 30
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
INTEREST FREE MORTGAGE LOANS TO OHIO COUNTY, WEST VIRGINIA RESIDENTS WITH AT LEAST 1 LEGALLY DEPENDENT CHILD LIVING AT HOME AND UNABLE TO SECURE A MORTGAGE LOAN THROUGH NORMAL PROCESSES.
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
Jenna Minor


37 MASER AVENUE
Wheeling,WV26003
NONE N/A HOUSING 3,716
Troy Mallery


135 CENTER AVENUE
Wheeling,WV26003
NONE N/A HOUSING 205,676
Monae Walker


424 NORTH ERIE STREET
Wheeling,WV26003
NONE N/A HOUSING 4,402
Jordan Peck Jon Michael Gocsik


2216 VANCE AVENUE
Wheeling,WV26003
NONE N/A HOUSING 3,618
Rebecca Lanham


31 S FRAZIER AVENUE
Wheeling,WV26003
NONE N/A HOUSING 2,410
EMARIE PECK


609 N FRONT STREET
WHEELING,WV26003
NONE N/A HOUSING 6,469
Kylee Wesley Clemons


50 LYNWOOD AVENUE
Wheeling,WV26003
NONE N/A HOUSING 4,319
ANDREW CHURCH


137 MT LEBANON DRIVE
WHEELING,WV26060
NONE N/A HOUSING 4,673
Donald Patricia Schuler


70 MT LEBANON DRIVE
Wheeling,WV26003
NONE N/A HOUSING 12
Scott Kerry Mortis


104 N 10TH STREET
Wheeling,WV26003
NONE N/A HOUSING 12
Lisa Parsons


104 NORTH 10TH STREET
Wheeling,WV26003
NONE N/A HOUSING 12
Nathaniel Armstrong


114 WARWOOD TERRACE
Wheeling,WV26003
NONE N/A HOUSING 2,838
Patricia Elliott


1144 FORT HENRY AVENUE
Wheeling,WV26003
NONE N/A HOUSING 5,750
ALBERTA HINKLE


62 JOAN STREET
WHEELING,WV26059
NONE N/A HOUSING 14,900
Amy Butler


33 STRATFORD ROAD
Wheeling,WV26003
NONE N/A HOUSING 3,731
April Harbaugh


2366 OVERBROOK AVENUE
Wheeling,WV26003
NONE N/A HOUSING 4,333
Chelsea Skrzypek


42 ALICE AVENUE
Wheeling,WV26003
NONE N/A HOUSING 6,402
CHRISTY AUTEN


2518 HESS AVENUE
WHEELING,WV26003
NONE N/A HOUSING 3,605
Cortni Beasley


3130 EOFF STREET
Wheeling,WV26003
NONE N/A HOUSING 6,924
Erica Powell


114 N WABASH STREET
Wheeling,WV26003
NONE N/A HOUSING 7,305
Heidi McGrew


99 N 20TH STREET
Wheeling,WV26003
NONE N/A HOUSING 1,288
Kathleen Bryan


29 ELM CREST DRIVE
Wheeling,WV26003
NONE N/A HOUSING 12
David Laura Grubler


10 RIDGE STREET
Wheeling,WV26003
NONE N/A HOUSING 3,900
Donald Tara Musilli


21 LOCUST AVENUE
Wheeling,WV26003
NONE N/A HOUSING 12
Scott Jill Phair


1101 WEST WASHINGTON AVENUE
Wheeling,WV26003
NONE N/A HOUSING 12
Ann Marie Senkbeil


210 EAST CLIFTON ADDITION
Wheeling,WV26003
NONE N/A HOUSING 12
Jeffrey Michelle Bennett


120 CENTER AVENUE
Wheeling,WV26003
NONE N/A HOUSING 12
Nancy McCarthy


2329 WARWOOD AVENUE
Wheeling,WV26003
NONE N/A HOUSING 12,727
Andrew Laura Ondeck


121 CENTER AVENUE
Wheeling,WV26003
NONE N/A HOUSING 4,161
Michael Dytko


312 STONE CHURCH ROAD
Wheeling,WV26003
NONE N/A HOUSING 2,287
Uba Maung Mathein Aye


42 CHANTAL AVENUE
Wheeling,WV26003
NONE N/A HOUSING 12
Robert Tami Seevers


231 BOGGS HILL ROAD
Wheeling,WV26003
NONE N/A HOUSING 4,261
Tobias Erin Bachman


3 MT LEBANON DRIVE
Wheeling,WV26003
NONE N/A HOUSING 5,620
Bryan Crook Nikki Shearer


44 CHERRY HILL ROAD
Wheeling,WV26003
NONE N/A HOUSING 1,863
Sherry Friedrichs


2324 CHAPLINE STREET
Wheeling,WV26003
NONE N/A HOUSING 1,918
Bridget Doyle


125 MT LEBANON DRIVE
Wheeling,WV26003
NONE N/A HOUSING 2,258
Kara Heldreth


1501 MILLS STREET
Wheeling,WV26003
NONE N/A HOUSING 1,662
Natasha Sorg


183 STONE CHURCH ROAD
Wheeling,WV26003
NONE N/A HOUSING 34,534
Joseph Vansickle


104 N 18TH STREET
Wheeling,WV26003
NONE N/A HOUSING 2,006
Lara Whorton-Parsons


2502 NATIONAL ROAD
Wheeling,WV26003
NONE N/A HOUSING 1,994
Sheila Greene


45 VISTA AVENUE
Wheeling,WV26003
NONE N/A HOUSING 2,543
Cynthia Lewis


9 IDABELLE AVENUE
Wheeling,WV26003
NONE N/A HOUSING 6,706
Misti Jo Barnes


283 INCLINE AVENUE
Wheeling,WV26003
NONE N/A HOUSING 2,337
Mark Virginia Ackerman


93 LYNWOOD AVENUE
Wheeling,WV26003
NONE N/A HOUSING 2,607
Dawn McCroskey


111 NORTHWOOD DRIVE
Wheeling,WV26003
NONE N/A HOUSING 3,095
Amber Lynn Currence


75 LOGAN DRIVE
Valley Grove,WV26060
NONE N/A HOUSING 2,187
Lucinda R Alaminski


2507 CADILLAC AVENUE
Wheeling,WV26003
NONE N/A HOUSING 4,555
Christopher Ludolph


2505 CADILLAC AVENUE
Wheeling,WV26003
NONE N/A HOUSING 3,797
Betty Hindman


1 WEBSTER AVENUE
Wheeling,WV26003
NONE N/A HOUSING 4,752
James McKitrick


419 HAZLETT AVENUE
Wheeling,WV26003
NONE N/A HOUSING 4,891
Robert Kimberly Hall


1311 VALLEY VIEW AVENUE
Wheeling,WV26003
NONE N/A HOUSING 8,015
Jeremy Michael Pollen


161 KRUGER STREET
Wheeling,WV26003
NONE N/A HOUSING 3,208
Jennifer Jo Baker


43 HIGHLAND AVENUE
Wheeling,WV26003
NONE N/A HOUSING 2,069
James Morris


2501 HESS AVENUE
Wheeling,WV26003
NONE N/A HOUSING 3,397
Anush Pusz


110 ALICE AVENUE
Wheeling,WV26003
NONE N/A HOUSING 5,212
Heather Baciak


109 NORTH 18TH STREET
Wheeling,WV26003
NONE N/A HOUSING 4,780
Michelle Frangopolous


16 RICHMOND AVENUE
Wheeling,WV26003
NONE N/A HOUSING 2,797
Kathryn William Wheeler


134 MAPLE DAVIS LANE
Wheeling,WV26003
NONE N/A HOUSING 2,200
Nolan Brown


139 CHAPEL ROAD
Wheeling,WV26003
NONE N/A HOUSING 2,376
Steve Shearer


2356 DIXONS RUN ROAD
Triadelphia,WV26059
NONE N/A HOUSING 2,449

John Zachary Abrigg

33 MCCREADY AVENUE
Wheeling,WV26003
NONE N/A HOUSING 1,589

Jessica Sutphin

8 NORTH FRAZIER AVENUE
Wheeling,WV26003
NONE N/A HOUSING 2,484

Sara & Nicholas Campbell-McCort

150 KEY AVENUE
Wheeling,WV26003
NONE N/A HOUSING 2,753

Dejah Deever

143 N 19TH STREET
Wheeling,WV26003
NONE N/A HOUSING 6,514
CLARISSE WILEY


76 CEDAR LANE
WHEELING,WV26003
NONE N/A HOUSING 3,326

Devin Morris

2515 LINCOLN AVENUE
Wheeling,WV26003
NONE N/A HOUSING 4,419

Heather Fedorke

29 RIDGEWOOD AVENUE
Wheeling,WV26003
NONE N/A HOUSING 3,948

Sharon Louise Altman

154 GCP ROAD
Wheeling,WV26003
NONE N/A HOUSING 1,773

Amanda Vance

631 GLENHITE AVENUE
Wheeling,WV26003
NONE N/A HOUSING 1,352

Amber Marie Poling

439 HURON STREET
Wheeling,WV26003
NONE N/A HOUSING 2,156

Ronica Mowder

28 BEEHAVEN DRIVE
Wheeling,WV26003
NONE N/A HOUSING 2,297

Victoria Perricellia

2729 WOOD STREET
Wheeling,WV26003
NONE N/A HOUSING 2,257

Jessica Cook

112 S BROADWAY STREET
Wheeling,WV26003
NONE N/A HOUSING 3,480

Zachary Hummel

480 B WOODLAND LANE
Wheeling,WV26003
NONE N/A HOUSING 2,164

Sarah L Smith

1442 NOTTAWAY DRIVE
Wheeling,WV26003
NONE N/A HOUSING 12

Kelly Manns

449 WAGNER STREET
Wheeling,WV26003
NONE N/A HOUSING 2,645

Victoria Lungu

1973 HIGHLAND LANE
Wheeling,WV26003
NONE N/A HOUSING 2,476

Julie M Skedel

58 MONROE AVENUE
Wheeling,WV26003
NONE N/A HOUSING 3,869

Carrie West

102 W BETHLEHEM BLVD
Wheeling,WV26003
NONE N/A HOUSING 2,575

Jamie Kavanas

11 RAVINE AVENUE
Wheeling,WV26003
NONE N/A HOUSING 2,720

Sarah Pritt

59 GASHELL RUN ROAD
Triadelphia,WV26003
NONE N/A HOUSING 1,880

Jessica Ernest

2511 VANCE AVENUE
Wheeling,WV26003
NONE N/A HOUSING 3,665

MEGAN MAYO

162 MILLER STREET
WHEELING,WV26003
NONE N/A HOUSING 166,888

ARIANNA MILLER

2373 OVERBROOK AVENUE
Wheeling,WV26003
NONE N/A HOUSING 193,232

ERIN AMOS

2358 OVERBROOK AVENUE
Wheeling,WV26003
NONE N/A HOUSING 1,945

ZACHARY SCOTT AND ISABELLA MITCHELL

115 BROWNS RUN ROAD
Wheeling,WV26003
NONE N/A HOUSING 138,562

FAITH NEWELL

3531 EOFF STREET
Wheeling,WV26003
NONE N/A HOUSING 124,305

CODEY CALDWELL AND JACQUELIN HELMS

215 JEFFERSON AVENUE
Wheeling,WV26003
NONE N/A HOUSING 202,532

Latisha Farmer

510 HAZLETT AVENUE
Wheeling,WV26003
NONE N/A HOUSING 1,861

Marianne Clatterbuck

202 CHERRY BROOK DRIVE
Wheeling,WV26003
NONE N/A HOUSING 2,163

Andrew & Ryan Miller

106 GRANT AVENUE
Wheeling,WV26003
NONE N/A HOUSING 5,418

Gary Flanegin Jr

105 BURTRAND LANE
Wheeling,WV26003
NONE N/A HOUSING 1,885

KATHERINE MARSHALL

114 14TH STREET
WHEELING,WV26003
NONE N/A HOUSING 7,646

CASSANDRA MAZESKA

54 ELM LANE
WHEELING,WV26003
NONE N/A HOUSING 2,360

FRANCES ADAMS

4107 WEST ALEXANDER GROVE
VALLEY GROVE,WV26060
NONE N/A HOUSING 2,216

LOGAN & ALEXANDRA THORN

12 CHERRY LANE
WHEELING,WV26003
NONE N/A HOUSING 2,662

DEMITRIA GOODWIN

111 GAMBLE AVENUE
WHEELING,WV26003
NONE N/A HOUSING 2,338

CAROLYN SANTILLI

107 HIDEAWAY DRIVE
WHEELING,WV26003
NONE N/A HOUSING 1,712

JESSICA WEBB

32 EAGLE AVENUE
WHEELING,WV26003
NONE N/A HOUSING 1,800

DEBORAH ERNEST

123 N 17TH STREET
WHEELING,WV26003
NONE N/A HOUSING 4,740

MARIAH ALOE

17 ALFRED STREET
WHEELING,WV26003
NONE N/A HOUSING 2,160

RACHEL NELSON-GREEN

14 MARYLAND STREET
WHEELING,WV26003
NONE N/A HOUSING 6,224

DANELL MORRIS

2127 MARSHALL AVENUE
WHEELING,WV26003
NONE N/A HOUSING 3,174

ZACK AND WHITNEY KANDIS

15 POINT MILLS ROAD
WHEELING,WV26003
NONE N/A HOUSING 2,830
Total .................................right arrow 3a 1,384,638
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 ...........
    14 1,965  
4 Dividends and interest from securities ....     14 437,345  
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 1,383,077  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDIGITAL REALTY TRU
      158  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,822,545  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,822,545
(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:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,600 1,600    

TY 2024 InvestmentsCorpBondsSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Name of Bond End of Year Book Value End of Year Fair Market Value
FHLMC POOL #FGC91179 5.5% 3/1/ 9,668 9,606
COLGATE PALMOLIVE 1.95% 2/1/23    
BROADCOM INC 1.95% 02/15/2028 88,999 91,491
GENERAL ELECTRIC CAP CORP FLOA    
MICROSOFT CORP 2.375% 05/01/20    
FNMA POOL #FNMA1802 3% 01/01/2 41,016 38,090
WELLS FARGO 3.45% 02/13/2023    
NEXTERA ENERGY CAPITAL 2.75% 1 90,885 90,678
T-MOBILE USA INC 3.875% 04/15/ 94,082 94,086

TY 2024 InvestmentsCorpStockSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Name of Stock End of Year Book Value End of Year Fair Market Value
UNITEDHEALTH GROUP INC 85,221 142,147
APPLE INC 120,887 422,709
BROADCOM CORP 16,514 173,416
CHEVRON CORPORATION 79,055 111,092
BOEING CO    
FORD MOTOR COMPANY    
MORGAN STANLEY 78,159 119,434
CVS HEALTH CORP    
UBER TECHNOLOGIES INC 74,251 89,877
JOHNSON & JOHNSON    
MASTERCARD INC CLASS A 84,299 107,947
MICROSOFT CORP 141,016 456,485
MONDELEZ INTERNATIONAL    
STARBUCKS CORP 75,755 83,950
US BANCORP 39,283 56,392
PARKER-HANNIFIN CORP 39,680 84,592
ADVANCED MICRO DEVICES INC 134,319 158,718
PALO ALTO NETWORKS 16,502 145,204
TRUIST FINANCIAL CORP    
ALPHABET INC CL A 108,582 309,127
DANAHER CORP    
FEDEX CORP    
MERCK & CO 100,192 138,476
LINDE PUBLIC LIMITED COMPANY 90,210 113,458
CONSTELLATION BRANDS INC 51,489 72,267
META PLATFORMS INC 84,568 184,436
JP MORGAN CHASE 35,607 151,497
NEXTERA ENERGY 72,687 115,779
SPDR S&P 500 ETF    
MICROCHIP TECHNOLOGY    
PAYPAL HOLDINGS 100,645 122,733
PEPSICO INC 78,067 87,130
PRUDENTIAL FINANCIAL INC    
MID AMERICA APART CMNTY    
T-MOBILE US INC 26,662 84,098
BAXTER INTERNATIONAL INC    
AMAZON.COM INC 81,096 226,849
WALMART INC 35,457 106,252
DIGITAL REALTY TRUST INC 34,215 57,455
NIKE INC 71,923 59,552
NISOURCE INC    
LOWES COS INC    
FMC CORPORATION    
SALESFORCE.COM, INC 87,526 157,135
PROCTER & GAMBLE CO 61,110 72,592
ULTA BEAUTY INC    
HALLIBURTON    
SPDR COMM SVCS SEL SECTOR ETF    
O REILLY AUTOMOTIVE 64,046 88,935
THERMO FISHER SCIENTIFIC 163,359 152,948
EATON CORP PLC 69,983 138,722
MASCO CORP    
CISCO SYSTEMS INC 76,903 93,003
DELTA AIR LINES    
COMCAST CORP CLASS A SHARES    
DIAMONDBACK ENERGY INC 85,302 130,409
AMERICAN WATER WORKS 91,416 85,649
ASTRAZENECA PLC 91,476 91,204
CARLYLE GROUP INC 73,199 89,317
EOG RESOURCES INC 77,862 72,690
LOCKHEED MARTIN 92,845 86,983
NETFLIX INC. 71,441 92,697
NOVO NORDISK A/S 140,967 98,493
NVIDIA CORP 174,857 210,970
SHOPIFY INC. CLASS A 38,299 58,588
STRYKER CORP 83,245 86,412
TESLA INC 69,473 123,171
AON PLC 56,133 57,825

TY 2024 LegalFeesSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 2,213 2,213    


TY 2024 OtherAssetsSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
WESMARK GOVERNMENT BOND FUND # 2,418,078 2,493,271 2,036,168
WESMARK SMALL COMPANY FUND #3 914,307 726,946 1,488,579
FEDERATED GOV'T ULTRA SHORT DU 10,432 10,432 10,316
WESMARK TACTICAL OPPORTUNITY F 712,159 706,315 803,092
CALAMOS MARKET NEUTRAL INCOME 66,399 104,694 110,100
DIAMOND HILL LONG/SHORT FUND - 99,766 149,957 151,583
FEDERATED HERMES TOTAL RETURN 1,152,592 1,249,910 1,104,776
I SHARES CORE US AGGREGATE BON 1,450,337 1,498,242 1,375,980
I SHARES MSCI ACWX INDEX FUND 226,871 231,147 277,491
COLUMBIA EMERGING MKTS FUND - 94,857 0 0
I SHARES RUSSELL 2000 VALUE IN 242,565 217,642 268,910
GOLDMAN SACHS INTERNATIONAL EQ 115,484 116,065 140,019
VANGUARD EQUITY INCOME FD ADM 51,410 49,968 73,718
WESMARK LARGE COMPANY FUND #54 597,019 559,128 830,303
I SHARES CORE S&P MIDCAP ETF   0 0
VANGUARD INTM-TERM INV GRADE F 1,618,722 1,638,211 1,434,427
VICTORY SYCAMORE ESTABLISHED V 101,555 97,816 105,468
ARTISAN MID CAP FUND - INS 172,023 55,507 60,187
FEDERATED HERMES INT'L LEADERS 127,123 138,978 135,511
TEMPLETON EMERGING MKTS SM/CAP 31,117 32,355 35,999
VANGUARD INTERMEDIATE-TREASURY 639,542 708,488 693,119
VANGUARD MID-CAP ETF 109,411 95,871 115,953
GOLDMAN SACHS EMERGING MARKETS   109,038 106,425
VALUE LINE MID CAP FOCUS FUND-   91,838 88,137


TY 2024 OtherExpensesSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 7,377 0   7,377


TY 2024 OtherIncomeSchedule2
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
DIGITAL REALTY TRUST (REIT) 158 158  


TY 2024 OtherIncreasesSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Description Amount
INCREASE IN MORTGAGE LOANS 1,124,939
RECOVERIES OF AMT TREATED AS QUAL DIIST 4,339


TY 2024 TaxesSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 734 734   0
FEDERAL TAX PAYMENT - PRIOR YE 15,000 0   0
FEDERAL ESTIMATES - PRINCIPAL 12,000 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,484 1,484   0
FOREIGN TAXES ON NONQUALIFIED 666 666   0