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 03-01-2024 , and ending 02-28-2025
Name of foundation
PHYLLIS A BENEKE SCHOLARSHIP FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)1 BANK PLAZA
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WHEELING, WV26003
A Employer identification number

55-6106147
B Telephone number (see instructions)

(304) 234-9400
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,472,918J 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 5,443 5,443  
4 Dividends and interest from securities... 85,097 85,097  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 202,415
b Gross sales price for all assets on line 6a 1,126,909
7 Capital gain net income (from Part IV, line 2)... 202,415
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
28 28  
12 Total. Add lines 1 through 11........ 292,983 292,983  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,418 19,063   6,354
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
737 737 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
5,300 1,059   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
729 630    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,859 21,827 0 6,692
25 Contributions, gifts, grants paid....... 153,000 153,000
26 Total expenses and disbursements. Add lines 24 and 25 185,859 21,827 0 159,692
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 107,124
b Net investment income (if negative, enter -0-) 271,156
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......... 138,500 154,736 154,736
3 Accounts receivable right arrow1,659
Less: allowance for doubtful accounts right arrow   1,634 1,659 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,803,993 Click to see attachment
List of Attached Documents:
// Content
2,895,356 		3,318,182
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,944,127 3,051,751 3,472,918
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........ 2,944,127 3,051,751
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)..... 2,944,127 3,051,751
30 Total liabilities and net assets/fund balances (see instructions). 2,944,127 3,051,751
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
2,944,127
2
Enter amount from Part I, line 27a .....................
2
107,124
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
500
4
Add lines 1, 2, and 3 ..........................
4
3,051,751
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
3,051,751
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 92. ADVANCED MICRO DEVICES INC   2022-07-29 2024-03-06
b 29. AMAZON.COM INC.     2024-03-06
c 108.544 ARTISAN MID CAP FUND-INS   2021-04-27 2024-03-06
d 13. BROADCOM INC     2024-03-06
e 3. CVS HEALTH CORP   2023-03-03 2024-03-06
66. DANAHER CORP     2024-03-06
12. DELTA AIR LINES   2023-09-06 2024-03-06
16. DIAMONDBACK ENERGY INC   2023-03-03 2024-03-06
1. DIGITAL REALTY TRUST (REIT)   2018-10-02 2024-03-06
29. META PLATFORMS INC     2024-03-06
7. ISHARES RUSSELL 2000 ETF   2023-03-03 2024-03-06
16. JP MORGAN CHASE   2023-03-03 2024-03-06
87. JOHNSON & JOHNSON     2024-03-06
4. MASTERCARD INC   2023-12-06 2024-03-06
4. MERCK & CO   2015-09-30 2024-03-06
3566.776 METROPOLITAN WEST TOTAL RETURN BOND FD   2023-03-03 2024-03-06
9. MICROSOFT CORP   2022-07-29 2024-03-06
8. MICROCHIP TECHNOLOGY   2023-09-06 2024-03-06
107. MICROCHIP TECHNOLOGY     2024-03-06
1. O'REILLY AUTOMOTIVE   2023-03-03 2024-03-06
4. PARKER-HANNIFIN CORP.     2024-03-06
5. PRUDENTIAL FINANCIAL INC   2022-10-28 2024-03-06
18. SALESFORCE INC   2018-04-04 2024-03-06
4. THERMO FISHER SCIENTIFIC   2022-01-21 2024-03-06
66. UBER TECHNOLOGIES INC   2023-09-06 2024-03-06
2. ULTA BEAUTY INC   2018-04-04 2024-03-06
4. VANGUARD MID-CAP ETF   2023-03-03 2024-03-06
21. WALMART INC   2023-03-03 2024-03-06
18. EATON CORP PLC   2021-04-27 2024-03-06
2. LINDE PLC   2023-03-03 2024-03-06
13. ALPHABET INC CL A   2022-07-29 2024-06-06
27. APPLE INC   2023-03-03 2024-06-06
45. ASTRAZENECA PLC   2024-03-06 2024-06-06
21. CVS HEALTH CORP     2024-06-06
1162.952 CALAMOS MARKET NEUTRAL INCOME FU   2023-06-01 2024-06-06
2. CHEVRON CORPORATION   2023-03-03 2024-06-06
161.425 COLUMBIA EMERGING MKTS FUND -I3     2024-06-06
3368.582 COLUMBIA EMERGING MKTS FUND -I3     2024-06-06
41. COMCAST CORP CLASS A SHARES     2024-06-06
262. COMCAST CORP CLASS A SHARES     2024-06-06
56. DELTA AIR LINES   2023-09-06 2024-06-06
2. DIAMONDBACK ENERGY INC   2023-03-03 2024-06-06
62.262 FEDERATED HERMES INT'L LEADERS IS   2023-03-03 2024-06-06
245.976 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM     2024-06-06
8. ISHARES RUSSELL 2000 ETF   2023-12-06 2024-06-06
249. ISHARES RUSSELL 2000 ETF     2024-06-06
66. ISHARES MSCI ACWX INDEX FUND ETF   2023-03-03 2024-06-06
11. JP MORGAN CHASE   2023-03-03 2024-06-06
4. JOHNSON & JOHNSON   2023-12-06 2024-06-06
92. JOHNSON & JOHNSON     2024-06-06
2. MERCK & CO   2015-09-30 2024-06-06
515.287 METROPOLITAN WEST TOTAL RETURN BOND FD     2024-06-06
11376.026 METROPOLITAN WEST TOTAL RETURN BOND FD     2024-06-06
45. NISOURCE INC     2024-06-06
452. NISOURCE INC     2024-06-06
13. NOVO NORDISK A/S ADR   2024-03-06 2024-06-06
13. PAYPAL HOLDINGS   2019-03-07 2024-06-06
5. PEPSICO INC   2022-10-28 2024-06-06
5. PROCTER & GAMBLE CO.   2023-06-01 2024-06-06
168. PRUDENTIAL FINANCIAL INC     2024-06-06
34. STARBUCKS CORP     2024-06-06
7. T-MOBILE US INC   2022-10-28 2024-06-06
11.001 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-03-03 2024-06-06
1. UNITEDHEALTH GROUP INC   2023-06-01 2024-06-06
5263.324 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2023-06-01 2024-06-06
1.934 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2024-06-06
34. WALMART INC     2024-06-06
5. EATON CORP PLC   2021-04-27 2024-06-06
16. ALPHABET INC CL A   2022-07-29 2024-07-23
50. APPLE INC     2024-07-23
56.228 ARTISAN MID CAP FUND-INS   2021-04-27 2024-07-23
185.127 BBH INCOME FUND-I   2024-06-06 2024-07-23
40. BROADCOM INC   2016-02-10 2024-07-23
39. CARLYLE GROUP INC   2024-06-06 2024-07-23
11. DIAMONDBACK ENERGY INC     2024-07-23
408.442 FEDERATED HERMES TOTAL RETURN BD FD #328   2015-07-01 2024-07-23
38.746 FEDERATED HERMES INT'L LEADERS IS   2023-03-03 2024-07-23
165.252 FIDELITY STRATEGIC INCOME FUND   2023-03-03 2024-07-23
84. ISHARES CORE U.S. AGGREGATE BOND ETF   2021-04-27 2024-07-23
36. ISHARES MSCI ACWX INDEX FUND ETF   2023-03-03 2024-07-23
10. JP MORGAN CHASE   2023-03-03 2024-07-23
13. MICROSOFT CORP   2022-07-29 2024-07-23
15. MORGAN STANLEY   2023-06-01 2024-07-23
13. PALO ALTO NETWORKS   2022-07-29 2024-07-23
3. PARKER-HANNIFIN CORP.   2023-06-01 2024-07-23
11. SALESFORCE INC   2018-04-04 2024-07-23
59. US BANCORP   2015-05-06 2024-07-23
42.643 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-03-03 2024-07-23
6. UNITEDHEALTH GROUP INC     2024-07-23
595.702 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2021-04-27 2024-07-23
247.713 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2023-06-01 2024-07-23
15. VANGUARD SMALL-CAP GROWTH VIPERS   2024-06-06 2024-07-23
9. VANGUARD MID-CAP ETF   2023-03-03 2024-07-23
39.736 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2024-07-23
529.615 WESMARK GOVERNMENT BOND FUND #556   2015-07-01 2024-07-23
914.487 WESMARK SMALL COMPANY GROWTH FUND   2019-03-07 2024-07-23
188.238 WESMARK TACTICAL OPPORTUNITY FUND   2017-05-17 2024-07-23
703.993 ARTISAN MID CAP FUND-INS     2024-09-06
15. ASTRAZENECA PLC   2024-03-06 2024-09-06
276.463 BBH INCOME FUND-I   2024-06-06 2024-09-06
26. BROADCOM INC   2016-02-10 2024-09-06
85. CVS HEALTH CORP     2024-09-06
80.836 CALAMOS MARKET NEUTRAL INCOME FU   2023-06-01 2024-09-06
18. CISCO SYSTEMS INC   2023-03-03 2024-09-06
10. CONSTELLATION BRANDS, INC.   2023-03-03 2024-09-06
44.869 DIAMOND HILL LONG/SHORT FUND-I #11   2023-03-03 2024-09-06
3. DIGITAL REALTY TRUST (REIT)   2018-10-02 2024-09-06
482.768 FEDERATED HERMES TOTAL RETURN BD FD #328   2015-07-01 2024-09-06
82.377 FIDELITY STRATEGIC INCOME FUND   2023-03-03 2024-09-06
53.325 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2023-03-03 2024-09-06
89. ISHARES CORE U.S. AGGREGATE BOND ETF     2024-09-06
5. ISHARES MSCI ACWX INDEX FUND ETF   2023-03-03 2024-09-06
29. JP MORGAN CHASE     2024-09-06
3. MASTERCARD INC   2024-06-06 2024-09-06
22. MERCK & CO   2015-09-30 2024-09-06
54. MONDELEZ INTERNATIONAL     2024-09-06
2. NETFLIX INC.   2024-06-06 2024-09-06
2. O'REILLY AUTOMOTIVE   2023-03-03 2024-09-06
2. PALO ALTO NETWORKS   2016-02-10 2024-09-06
1. PARKER-HANNIFIN CORP.   2022-04-22 2024-09-06
45. PAYPAL HOLDINGS     2024-09-06
3. PEPSICO INC     2024-09-06
35. PROCTER & GAMBLE CO.     2024-09-06
38. SALESFORCE INC   2018-04-04 2024-09-06
24. SHOPIFY INC. CLASS A   2024-03-06 2024-09-06
21. STARBUCKS CORP   2022-01-21 2024-09-06
3. STRYKER CORP   2024-06-06 2024-09-06
10. T-MOBILE US INC     2024-09-06
65.928 TEMPLETON EMERGING MKTS SM/CAP FD #626   2023-03-03 2024-09-06
4. THERMO FISHER SCIENTIFIC   2022-01-21 2024-09-06
118. US BANCORP     2024-09-06
30. UBER TECHNOLOGIES INC   2024-06-06 2024-09-06
11. ULTA BEAUTY INC     2024-09-06
36. ULTA BEAUTY INC     2024-09-06
4. UNITEDHEALTH GROUP INC   2023-03-03 2024-09-06
693.538 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2021-04-27 2024-09-06
273.029 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2023-06-01 2024-09-06
1. VANGUARD MID-CAP ETF   2023-03-03 2024-09-06
17.102 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2024-09-06
40. WALMART INC   2022-07-29 2024-09-06
734.342 WESMARK GOVERNMENT BOND FUND #556   2015-07-01 2024-09-06
46.188 WESMARK TACTICAL OPPORTUNITY FUND   2017-05-17 2024-09-06
4. LINDE PLC   2023-06-01 2024-09-06
13. ALPHABET INC CL A     2024-12-05
31. AMAZON.COM INC.   2023-03-03 2024-12-05
14. APPLE INC   2023-09-06 2024-12-05
163.418 ARTISAN MID CAP FUND-INS   2023-03-03 2024-12-05
5. BROADCOM INC   2023-09-06 2024-12-05
175. CVS HEALTH CORP   2019-03-07 2024-12-05
98. CARLYLE GROUP INC   2024-06-06 2024-12-05
12. CHEVRON CORPORATION     2024-12-05
39. CISCO SYSTEMS INC   2023-03-03 2024-12-05
99. DELTA AIR LINES     2024-12-05
268. DELTA AIR LINES   2023-09-06 2024-12-05
12. DIGITAL REALTY TRUST (REIT)   2018-10-02 2024-12-05
18. META PLATFORMS INC   2016-10-05 2024-12-05
98. HALLIBURTON     2024-12-05
7. JP MORGAN CHASE   2023-09-06 2024-12-05
2. MASTERCARD INC   2023-09-06 2024-12-05
1. MICROSOFT CORP   2023-09-06 2024-12-05
22. MONDELEZ INTERNATIONAL     2024-12-05
116. MONDELEZ INTERNATIONAL     2024-12-05
41. MORGAN STANLEY     2024-12-05
118. NIKE INC   2021-04-27 2024-12-05
1. O'REILLY AUTOMOTIVE   2023-03-03 2024-12-05
6. PALO ALTO NETWORKS   2016-02-10 2024-12-05
4. PARKER-HANNIFIN CORP.   2022-04-22 2024-12-05
30. PAYPAL HOLDINGS   2022-04-22 2024-12-05
2. SALESFORCE INC   2018-04-04 2024-12-05
51. SHOPIFY INC. CLASS A   2024-03-06 2024-12-05
8. STARBUCKS CORP   2022-01-21 2024-12-05
1. STRYKER CORP   2024-06-06 2024-12-05
12. T-MOBILE US INC     2024-12-05
5. TESLA INC   2024-09-06 2024-12-05
17. US BANCORP   2020-08-04 2024-12-05
16.371 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-03-03 2024-12-05
1113.272 VANGUARD INTERMEDIATE-TREASURY FUND ADM     2024-12-05
9404.939 VANGUARD INTERMEDIATE-TREASURY FUND ADM     2024-12-05
25. VANGUARD SMALL-CAP GROWTH VIPERS     2024-12-05
12. VANGUARD MID-CAP ETF   2023-03-03 2024-12-05
7.214 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2024-12-05
32. WALMART INC   2022-07-29 2024-12-05
1488.864 WESMARK SMALL COMPANY GROWTH FUND     2024-12-05
2. AON PLC   2024-09-06 2024-12-05
17. EATON CORP PLC   2021-04-27 2024-12-05
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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    
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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 19,424   8,560 10,864
b 5,088   2,956 2,132
c 4,886   6,401 -1,515
d 18,090   2,246 15,844
e 221   246 -25
16,897   9,385 7,512
503   507 -4
2,895   2,273 622
152   111 41
14,428   4,505 9,923
1,440   1,328 112
3,027   2,266 761
13,901   13,048 853
1,868   1,643 225
491   188 303
32,315   32,172 143
3,623   2,506 1,117
697   654 43
9,320   7,471 1,849
1,080   834 246
2,124   1,209 915
547   520 27
5,489   2,118 3,371
2,353   2,352 1
5,275   3,076 2,199
1,110   410 700
972   865 107
1,261   988 273
5,315   2,589 2,726
918   710 208
2,287   1,472 815
5,271   3,996 1,275
3,627   2,932 695
1,270   1,477 -207
16,979   16,688 291
308   321 -13
2,142   2,016 126
44,701   40,398 4,303
1,624   1,725 -101
10,376   12,428 -2,052
2,864   2,364 500
378   284 94
2,452   2,231 221
4,560   3,906 654
1,633   1,485 148
50,834   39,389 11,445
3,609   3,186 423
2,169   1,558 611
580   634 -54
13,342   8,828 4,514
259   94 165
4,627   4,660 -33
102,157   103,523 -1,366
1,286   1,204 82
12,920   12,582 338
1,835   1,620 215
835   1,246 -411
870   899 -29
829   717 112
19,745   16,431 3,314
2,769   3,269 -500
1,262   1,044 218
899   894 5
504   488 16
51,528   53,002 -1,474
94   97 -3
2,272   1,538 734
1,625   719 906
2,914   1,811 1,103
11,229   2,889 8,340
2,457   3,316 -859
1,642   1,638 4
6,543   484 6,059
1,810   1,644 166
2,209   1,533 676
3,852   4,440 -588
1,517   1,388 129
1,905   1,814 91
8,235   9,632 -1,397
1,940   1,738 202
2,102   1,416 686
5,794   3,619 2,175
1,546   1,229 317
4,361   2,133 2,228
1,668   967 701
2,804   1,294 1,510
2,671   2,535 136
3,747   3,464 283
3,325   2,897 428
5,129   5,999 -870
2,440   2,494 -54
3,914   3,755 159
2,253   1,946 307
1,979   1,983 -4
4,142   5,264 -1,122
13,608   11,056 2,552
2,172   1,896 276
29,040   32,769 -3,729
1,260   977 283
2,530   2,447 83
3,710   315 3,395
4,984   5,481 -497
1,194   1,160 34
880   886 -6
2,468   2,223 245
1,322   1,178 144
450   334 116
4,707   5,248 -541
965   905 60
976   846 130
8,995   10,196 -1,201
273   241 32
6,314   2,722 3,592
1,431   1,346 85
2,620   1,035 1,585
4,063   2,251 1,812
1,364   1,296 68
2,278   1,668 610
691   81 610
577   284 293
3,231   4,191 -960
532   524 8
6,177   4,960 1,217
9,413   4,471 4,942
1,675   1,789 -114
1,915   2,015 -100
1,076   1,041 35
1,963   1,464 499
933   831 102
2,430   2,352 78
5,395   4,758 637
2,136   2,049 87
3,997   4,292 -295
13,082   8,862 4,220
2,385   1,912 473
6,172   6,984 -812
2,777   2,749 28
252   216 36
861   854 7
3,076   1,728 1,348
5,941   7,299 -1,358
536   465 71
1,857   1,421 436
2,284   782 1,502
6,754   2,893 3,861
3,417   2,641 776
8,050   6,192 1,858
855   436 419
10,070   9,340 730
5,156   4,132 1,024
1,910   1,916 -6
2,330   1,920 410
6,529   4,063 2,466
17,675   11,312 6,363
2,272   1,335 937
11,105   2,306 8,799
3,000   3,626 -626
1,717   1,013 704
1,049   821 228
438   333 105
1,387   1,522 -135
7,314   3,213 4,101
5,314   3,387 1,927
9,229   15,554 -6,325
1,239   834 405
2,424   243 2,181
2,784   1,136 1,648
2,686   2,684 2
723   235 488
5,773   3,802 1,971
808   768 40
387   347 40
2,913   1,556 1,357
1,800   1,139 661
883   620 263
1,528   1,330 198
11,010   10,984 26
93,015   93,569 -554
7,581   6,277 1,304
3,414   2,595 819
387   360 27
3,035   1,382 1,653
25,519   17,882 7,637
765   697 68
6,397   2,445 3,952
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
      20,139
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       10,864
b       2,132
c       -1,515
d       15,844
e       -25
      7,512
      -4
      622
      41
      9,923
      112
      761
      853
      225
      303
      143
      1,117
      43
      1,849
      246
      915
      27
      3,371
      1
      2,199
      700
      107
      273
      2,726
      208
      815
      1,275
      695
      -207
      291
      -13
      126
      4,303
      -101
      -2,052
      500
      94
      221
      654
      148
      11,445
      423
      611
      -54
      4,514
      165
      -33
      -1,366
      82
      338
      215
      -411
      -29
      112
      3,314
      -500
      218
      5
      16
      -1,474
      -3
      734
      906
      1,103
      8,340
      -859
      4
      6,059
      166
      676
      -588
      129
      91
      -1,397
      202
      686
      2,175
      317
      2,228
      701
      1,510
      136
      283
      428
      -870
      -54
      159
      307
      -4
      -1,122
      2,552
      276
      -3,729
      283
      83
      3,395
      -497
      34
      -6
      245
      144
      116
      -541
      60
      130
      -1,201
      32
      3,592
      85
      1,585
      1,812
      68
      610
      610
      293
      -960
      8
      1,217
      4,942
      -114
      -100
      35
      499
      102
      78
      637
      87
      -295
      4,220
      473
      -812
      28
      36
      7
      1,348
      -1,358
      71
      436
      1,502
      3,861
      776
      1,858
      419
      730
      1,024
      -6
      410
      2,466
      6,363
      937
      8,799
      -626
      704
      228
      105
      -135
      4,101
      1,927
      -6,325
      405
      2,181
      1,648
      2
      488
      1,971
      40
      40
      1,357
      661
      263
      198
      26
      -554
      1,304
      819
      27
      1,653
      7,637
      68
      3,952
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 202,415
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 3,769
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 3,769
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 3,769
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,070
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,070
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 1,699
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 		25,418    
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
3,293,592
b
Average of monthly cash balances.......................
1b
115,297
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,408,889
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,408,889
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
51,133
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,357,756
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
167,888
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
167,888
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,769
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,769
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
164,119
4
Recoveries of amounts treated as qualifying distributions................
4
500
5
Add lines 3 and 4............................
5
164,619
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
164,619
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
159,692
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
159,692
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 7 164,619
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 61,949
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$ 159,692
a Applied to 2023, but not more than line 2a 61,949
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..... 97,743
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		66,876
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 ...... 		0
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.... 0
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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:
WHEELING PARK HIGH SCHOOL ATTN P
1976 PARK VIEW ROAD
WHEELING,WV26003
(304) 243-0400
NONE
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORMS AVAILABLE IN THE SCHOOL GUIDANCE DEPARTMENT
cAny submission deadlines:
ABOUT THE 3RD WEEK OF MAY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE GRADUATES OF PUBLIC HIGH SCHOOLS IN OHIO COUNTY, WEST VIRGINIA.
Form 990-PF (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

MANHATTANVILLE UNIVERSITY

2900 PURCHASE STREET
PURCHASE,NY10577 		NONE PUBLIC CHARITY SCHOLARSHIP FOR TAYLOR R 5,000

KENT STATE UNIVERSITY

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

OTTERBEIN UNIVERSITY

1 SOUTH GROVE STREET
WESTERVILLE,OH43081 		NONE PUBLIC CHARITY SCHOLARSHIP FOR ELLA J 1,000

BOWLING GREEN UNIVERSITY

1851 N RESEARCH DRIVE
BOWLING GREEN,OH434030001 		NONE PUBLIC CHARITY SCHOLARSHIP FOR DEVON LEW 3,000

EMORY UNIVERSITY

201 DOWMAN DRIVE
ATLANTA,GA30322 		NONE PUBLIC CHARITY SCHOLARSHIP FOR MARIAN C 5,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR JARED H 6,000

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR JACKSON D 4,000

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE PUBLIC CHARITY SCHOLARSHIP FOR RYLEE M 6,000

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST LIBERTY UNIVERSITY

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

WEST LIBERTY UNIVERSITY

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST LIBERTY UNIVERSITY

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST LIBERTY UNIVERSITY

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST LIBERTY UNIVERSITY

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

FAIRMONT STATE UNIVERSITY

1201 LOCUST AVENUE
FAIRMONT,WV26554 		NONE PUBLIC CHARITY SCHOLARSHIP FOR VICTORIA R 6,000

MARSHALL UNIVERSITY

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

MARSHALL UNIVERSITY

1 JOHN MARSHALL DRIVE
HUNTINGTON,WV25755 		NONE PUBLIC CHARITY SCHOLARSHIP FOR CARSON T 1,000

MARSHALL UNIVERSITY

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

CHATHAM UNIVERSITY

107 WOODLAND ROAD
PITTSBURGH,PA15232 		NONE PUBLIC CHARITY SCHOLARSHIP FOR SHANNON 1,000

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

BELMONT UNIVERSITY

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

NORTH CAROLINA STATE

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

POINT PARK UNIVERSITY

201 WOOD STREET
PITTSBURGH,PA15222 		NONE PUBLIC CHARITY SCHOLARSHIP FOR LILY 1,000

POINT PARK UNIVERSITY

201 WOOD STREET
PITTSBURGH,PA15222 		NONE PUBLIC CHARITY SCHOLARSHIP FOR CHLOE R 4,000
Total .................................right arrow 3a 153,000
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 ........... 		    14 5,443  
4 Dividends and interest from securities ....     14 85,097  
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 ............ 		    18 202,415  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDIGITAL REALTY TRU 		      28  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   292,983  
13Total. Add line 12, columns (b), (d), and (e)..................
13
292,983
(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:
PHYLLIS A BENEKE SCHOLARSHIP FUND
EIN:
55-6106147
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 675 338   338

TY 2024 InvestmentsCorpStockSchedule
Name:
PHYLLIS A BENEKE SCHOLARSHIP FUND
EIN:
55-6106147
Name of Stock End of Year Book Value End of Year Fair Market Value
APPLE INC 25,565 70,376
CVS HEALTH CORP    
CONSTELLATION BRANDS INC 9,736 10,004
DANAHER CORP    
UBER TECHNOLOGIES INC 13,355 20,219
META PLATFORMS INC 12,151 35,415
JOHNSON & JOHNSON    
FEDERATED HERMES INTL LEADER 59,558 64,099
MERCK & CO 17,280 22,140
MICROSOFT CORP 36,500 75,031
MONDELEZ INTERNATIONAL    
NEXTERA ENERGY 12,776 19,928
TESLA INC 12,300 15,821
PRUDENTIAL FINANCIAL INC    
UNITEDHEALTH GROUP INC 16,619 23,273
DELTA AIR LINES    
I SHARES RUSSELL 2000 INDEX FU    
I SHARES MSCI ACWX INDEX FUND 102,766 126,240
DIAMOND HILL LONG/SHORT FUND - 53,513 56,347
ALPHABET INC CL A 21,551 48,530
CALAMOS MARKET NEUTRAL INCOME 48,274 51,286
BROADCOM LTD 3,238 25,727
VANGUARD SMALL-CAP GROWTH VIPE 45,813 50,040
WESMARK SMALL COMPANY GROWTH F 105,197 151,252
CHEVRON CORPORATION 14,351 21,255
ASTRAZENECA PLC 15,710 18,214
CARLYLE GROUP INC 12,726 15,450
LOCKHEED MARTIN 16,079 13,961
JP MORGAN CHASE 6,342 29,376
VICTORY SYCAMORE ESTABLISHED V 36,868 42,960
PALO ALTO NETWORKS 4,075 26,279
PARKER-HANNIFIN CORP 7,009 15,376
NETFLIX INC 12,474 17,650
US BANCORP 7,122 9,755
AMAZON.COM INC 15,138 37,786
PAYPAL HOLDINGS 18,322 18,118
PEPSICO INC 14,380 15,500
WESMARK TACTICAL OPPORTUNITY F 47,568 59,204
T-MOBILE US INC 4,595 17,800
NISOURCE INC    
PROCTER & GAMBLE CO 10,988 13,386
DIGITAL REALTY TRUST INC 6,179 8,910
HALLIBURTON 11,189 9,019
BBH INCOME FUND - I 124,615 125,878
AON PLC 9,762 11,455
GOLDMAN SACHS INTERNATIONAL EQ 49,771 64,611
LINDE PUBLIC LIMITED COMPANY 15,792 21,951
MICROCHIP TECHNOLOGY    
SALESFORCE.COM INC 15,108 24,424
WALMART INC 6,344 20,018
VICTORY SYCAMORE ESTABLISHED V    
ULTA BEAUTY INC    
STARBUCKS CORP 12,775 18,530
ADVANCED MICRO DEVICES INC 23,793 22,868
STRYKER CORP 14,568 16,220
METROPOLITAN WEST TOTAL RETURN    
CISCO SYSTEMS INC 13,398 17,566
ARTISAN MID CAP FUND 22,467 24,400
COMCAST CORP CLASS A    
DIAMONDBACK ENERGY INC 16,201 22,095
FEDERATED HERMES TOTAL RETURN 212,722 195,443
I SHARES CORE U.S. AGGREGATE B 403,664 393,129
FIDELITY STRATEGIC INCOME FUND 121,375 124,869
MASCO CORP    
NIKE INC 13,328 10,961
THERMO FISHER SCIENTIFIC 28,112 26,977
VANGUARD INTM-TERM INV. GRADE 264,620 251,299
WESMARK GOVERNMENT BOND FUND # 282,479 238,817
EATON CORP PLC 11,783 21,412
MASTERCARD INC 14,777 20,747
AMERICAN WATER WORKS 16,024 16,452
COLUMBIA EMERGING MKTS FUND -    
MORGAN STANLEY 13,789 22,096
O REILLY AUTOMOTIVE 11,141 17,857
TEMPLETON EMERGING MKTS SM/CAP 14,114 14,935
UNDISCOVERED MANAGERS BEHAVIOR 39,420 44,159
VANGUARD INTERMEDIATE-TREASURY    
VANGUARD MID-CAP ETF 37,875 47,339
VALUE LINE MID CAP FOCUS FUND 36,739 35,656
VANGUARD LONG TERM INVESTMENT 69,815 68,151
SHOPIFY INC CLASS A 6,734 10,864
NVIDIA CORP 30,269 33,853
NOVO NORODISK A/S 24,409 18,039
EOG RESOURCES INC 13,524 13,075
GOLDMAN SACHS EMERGING MARKETS 46,742 46,309

TY 2024 LegalFeesSchedule
Name:
PHYLLIS A BENEKE SCHOLARSHIP FUND
EIN:
55-6106147
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 737 737    


TY 2024 OtherExpensesSchedule
Name:
PHYLLIS A BENEKE SCHOLARSHIP FUND
EIN:
55-6106147
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 99 0   0
OTHER NON-ALLOCABLE EXPENSE - 630 630   0


TY 2024 OtherIncomeSchedule2
Name:
PHYLLIS A BENEKE SCHOLARSHIP FUND
EIN:
55-6106147
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
DIGITAL REALTY TRUST (REIT) 28 28  


TY 2024 OtherIncreasesSchedule
Name:
PHYLLIS A BENEKE SCHOLARSHIP FUND
EIN:
55-6106147
Description Amount
RECOVERIES OF AMOUNTS TREATED AS Q DIST 500


TY 2024 TaxesSchedule
Name:
PHYLLIS A BENEKE SCHOLARSHIP FUND
EIN:
55-6106147
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 139 139   0
FEDERAL TAX PAYMENT - PRIOR YE 2,171 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,070 0   0
FOREIGN TAXES ON QUALIFIED FOR 635 635   0
FOREIGN TAXES ON NONQUALIFIED 285 285   0