Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 03 - 01 2025, and ending 02 - 28, 20 26
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
WHEELING
State or province
WV
Country  
ZIP or foreign postal code
26003
A Employer identification number

55-6106147
B Telephone number (see instructions)

3042349400
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,748,502J 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 .................
3 Interest on savings and temporary cash investments 4,263 4,263  
4 Dividends and interest from securities... 91,952 91,952  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 137,127
b Gross sales price for all assets on line 6a 864,642
7 Capital gain net income (from Part IV, line 2)... 137,127
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
34 34  
12 Total. Add lines 1 through 11........ 233,376 233,376  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 26,170 19,627   6,542
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
675 338 0 338
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,026 558   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
758 608    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,629 21,131 0 6,880
25 Contributions, gifts, grants paid....... 173,000 173,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 206,629 21,131 0 179,880
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 26,747
b Net investment income (if negative, enter -0-) 212,245
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 154,736 153,650 153,650
3 Accounts receivable 1,077
Less: allowance for doubtful accounts   1,659 1,077 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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)....... 2,895,356 Click to see attachment
List of Attached Documents:
// Content
2,923,771 		3,594,852
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,051,751 3,078,498 3,748,502
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,051,751 3,078,498
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)..... 3,051,751 3,078,498
30 Total liabilities and net assets/fund balances (see instructions). 3,051,751 3,078,498
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
3,051,751
2
Enter amount from Part I, line 27a .....................
2
26,747
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,078,498
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,078,498
Form 990-PF (2025)
Form 990-PF (2025)
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 18. ALPHABET INC CL A     2025-03-18
b 6. AMERICAN WATER WORKS CO INC   2024-09-06 2025-03-18
c 732.965 BBH INCOME FUND-I   2024-12-05 2025-03-18
d 16. BROADCOM INC     2025-03-18
e 1436.974 CALAMOS MARKET NEUTRAL INCOME FU     2025-03-18
11. CHEVRON CORPORATION   2022-09-09 2025-03-18
750.034 DIAMOND HILL LONG/SHORT FUND-I #11     2025-03-18
10. DIAMONDBACK ENERGY INC     2025-03-18
1046.242 FEDERATED HERMES TOTAL RETURN BD FD #328   2015-07-01 2025-03-18
60.846 FEDERATED HERMES INT'L LEADERS IS   2024-03-06 2025-03-18
426.006 FIDELITY STRATEGIC INCOME FUND     2025-03-18
120.099 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM     2025-03-18
218. ISHARES CORE U.S. AGGREGATE BOND ETF     2025-03-18
32. ISHARES MSCI ACWX INDEX FUND ETF     2025-03-18
36. MERCK & CO   2024-01-30 2025-03-18
1. O'REILLY AUTOMOTIVE   2023-03-03 2025-03-18
255. PAYPAL HOLDINGS     2025-03-18
1. T-MOBILE US INC   2022-01-21 2025-03-18
139.129 VANGUARD LONG TERM INVESTMENT GRADE FUND   2024-12-05 2025-03-18
1447.243 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57     2025-03-18
1736.871 WESMARK GOVERNMENT BOND FUND #556   2015-07-01 2025-03-18
2001.844 WESMARK TACTICAL OPPORTUNITY FUND     2025-03-18
31. ADVANCED MICRO DEVICES INC   2024-06-06 2025-06-17
41. ALPHABET INC CL A   2023-12-06 2025-06-17
48.271 ARTISAN MID CAP FUND-INS   2024-06-06 2025-06-17
22. BROADCOM INC     2025-06-17
25. CARLYLE GROUP INC   2024-06-06 2025-06-17
10. CISCO SYSTEMS INC   2023-03-03 2025-06-17
39.36 DIAMOND HILL LONG/SHORT FUND-I #11   2024-06-06 2025-06-17
2. DIAMONDBACK ENERGY INC   2022-09-09 2025-06-17
9. DIGITAL REALTY TRUST (REIT)     2025-06-17
2. META PLATFORMS INC   2024-06-06 2025-06-17
64.094 FEDERATED HERMES INT'L LEADERS IS     2025-06-17
213.031 GOLDMAN SACHS EMERGING MARKETS EQUITY IN   2024-06-06 2025-06-17
135.915 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2023-03-03 2025-06-17
101. ISHARES MSCI ACWX INDEX FUND ETF     2025-06-17
13. JP MORGAN CHASE     2025-06-17
1. LOCKHEED MARTIN   2024-12-05 2025-06-17
2. MASTERCARD INC   2023-12-06 2025-06-17
33. MICROSOFT CORP     2025-06-17
18. MORGAN STANLEY     2025-06-17
2. NETFLIX INC.   2024-06-06 2025-06-17
4. NOVO NORDISK A/S ADR   2024-03-06 2025-06-17
6. NVIDIA CORP   2024-12-05 2025-06-17
180. O'REILLY AUTOMOTIVE     2025-06-17
7. PALO ALTO NETWORKS     2025-06-17
1. PARKER-HANNIFIN CORP.   2024-06-06 2025-06-17
9. SHOPIFY INC. CLASS A   2024-03-06 2025-06-17
81.569 TEMPLETON EMERGING MKTS SM/CAP FD #626     2025-06-17
8. TESLA INC   2025-03-18 2025-06-17
1. US BANCORP   2024-03-06 2025-06-17
41. UBER TECHNOLOGIES INC     2025-06-17
11.148 VALUE LINE MID CAP FOCUS FUND -INS   2024-12-05 2025-06-17
6. VANGUARD SMALL-CAP GROWTH VIPERS   2024-06-06 2025-06-17
6. VANGUARD MID-CAP ETF     2025-06-17
20. WALMART INC     2025-06-17
838.97 WESMARK SMALL COMPANY GROWTH FUND     2025-06-17
36.897 WESMARK TACTICAL OPPORTUNITY FUND     2025-06-17
7. EATON CORP PLC     2025-06-17
200. ISHARES CORE U.S. AGGREGATE BOND ETF   2015-07-01 2025-08-13
139. NOVO NORDISK A/S ADR     2025-08-13
108. NOVO NORDISK A/S ADR   2024-03-06 2025-08-13
50. ADVANCED MICRO DEVICES INC     2025-09-16
36. ALPHABET INC CL A   2024-09-06 2025-09-16
63. APPLE INC     2025-09-16
167.276 ARTISAN MID CAP FUND-INS     2025-09-16
980.698 BBH INCOME FUND-I   2024-06-06 2025-09-16
29. BANK OF AMERICA CORP   2025-06-17 2025-09-16
6. BROADCOM INC   2016-02-10 2025-09-16
92. CARLYLE GROUP INC   2024-06-06 2025-09-16
15. CONSTELLATION BRANDS, INC.     2025-09-16
53. CONSTELLATION BRANDS, INC.     2025-09-16
28.096 DIAMOND HILL LONG/SHORT FUND-I #11   2024-06-06 2025-09-16
16. DIAMONDBACK ENERGY INC     2025-09-16
2. META PLATFORMS INC   2024-09-06 2025-09-16
1465.816 FEDERATED HERMES TOTAL RETURN BD FD #328     2025-09-16
837.024 FIDELITY STRATEGIC INCOME FUND   2024-06-06 2025-09-16
144. HALLIBURTON     2025-09-16
342. HALLIBURTON     2025-09-16
85. ISHARES CORE U.S. AGGREGATE BOND ETF   2015-07-01 2025-09-16
7. JP MORGAN CHASE   2016-02-10 2025-09-16
18. MORGAN STANLEY     2025-09-16
45. NEXTERA ENERGY     2025-09-16
256. NEXTERA ENERGY     2025-09-16
19. NIKE INC     2025-09-16
14. NVIDIA CORP   2024-09-06 2025-09-16
2. PARKER-HANNIFIN CORP.     2025-09-16
42. PEPSICO INC     2025-09-16
87. PEPSICO INC     2025-09-16
9. SALESFORCE INC     2025-09-16
22. SHOPIFY INC. CLASS A   2024-03-06 2025-09-16
7. TESLA INC   2024-09-06 2025-09-16
5. THERMO FISHER SCIENTIFIC   2022-01-21 2025-09-16
21. US BANCORP     2025-09-16
14. UBER TECHNOLOGIES INC   2023-09-06 2025-09-16
10.147 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F     2025-09-16
3. UNITEDHEALTH GROUP INC     2025-09-16
434.169 VALUE LINE MID CAP FOCUS FUND -INS   2024-09-06 2025-09-16
866.576 VANGUARD LONG TERM INVESTMENT GRADE FUND   2024-12-05 2025-09-16
2201.667 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57     2025-09-16
37. VANGUARD SMALL-CAP GROWTH VIPERS   2025-03-18 2025-09-16
177. VANGUARD SMALL-CAP GROWTH VIPERS   2024-06-06 2025-09-16
233.668 VICTORY SYCAMORE ESTABLISHED VALUE FUND     2025-09-16
919.127 VICTORY SYCAMORE ESTABLISHED VALUE FUND     2025-09-16
4. WALMART INC     2025-09-16
2177.003 WESMARK GOVERNMENT BOND FUND #556     2025-09-16
292.449 WESMARK SMALL COMPANY GROWTH FUND   2024-09-06 2025-09-16
86.368 WESMARK TACTICAL OPPORTUNITY FUND   2017-03-02 2025-09-16
29. EATON CORP PLC     2025-09-16
69. ADVANCED MICRO DEVICES INC     2025-12-22
17. ALPHABET INC CL A     2025-12-22
43. APPLE INC     2025-12-22
30. ASTRAZENECA PLC   2024-12-05 2025-12-22
27. BANK OF AMERICA CORP   2025-06-17 2025-12-22
45. CISCO SYSTEMS INC   2023-03-03 2025-12-22
10. COCA-COLA CO   2025-09-16 2025-12-22
32.709 DIAMOND HILL LONG/SHORT FUND-I #11   2024-12-05 2025-12-22
6. DIAMONDBACK ENERGY INC   2024-12-05 2025-12-22
108.964 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2024-12-05 2025-12-22
31. ISHARES MSCI ACWX INDEX FUND ETF   2024-12-05 2025-12-22
37. MERCK & CO     2025-12-22
26. MORGAN STANLEY   2025-03-18 2025-12-22
130. MORGAN STANLEY     2025-12-22
3. PARKER-HANNIFIN CORP.   2022-04-22 2025-12-22
4. SALESFORCE INC   2024-06-06 2025-12-22
11. SHOPIFY INC. CLASS A   2024-03-06 2025-12-22
63. STARBUCKS CORP     2025-12-22
160. STARBUCKS CORP     2025-12-22
12. TJX COMPANIES INC   2025-09-16 2025-12-22
5. TESLA INC   2024-09-06 2025-12-22
7. THERMO FISHER SCIENTIFIC   2022-01-21 2025-12-22
29. US BANCORP     2025-12-22
20. VANGUARD RUSSELL 2000 ETF   2025-09-16 2025-12-22
20. WALMART INC   2018-07-11 2025-12-22
8. EATON CORP PLC   2021-04-27 2025-12-22
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,940   2,373 567
b 866   870 -4
c 6,523   6,575 -52
d 3,049   569 2,480
e 21,626   20,629 997
1,757   1,739 18
20,963   19,391 1,572
1,536   1,375 161
9,887   11,373 -1,486
2,481   2,277 204
4,937   4,748 189
2,383   2,018 365
21,430   24,125 -2,695
1,828   1,650 178
3,416   4,365 -949
1,341   834 507
17,560   18,322 -762
260   104 156
1,066   1,109 -43
12,533   14,427 -1,894
13,687   17,265 -3,578
23,682   20,190 3,492
3,951   5,156 -1,205
7,216   5,398 1,818
2,058   2,074 -16
5,521   1,567 3,954
1,165   1,054 111
656   492 164
1,140   1,153 -13
306   269 37
1,582   1,109 473
1,404   986 418
2,702   2,322 380
2,054   1,883 171
2,794   2,157 637
6,020   4,877 1,143
3,485   821 2,664
471   519 -48
1,129   822 307
15,686   11,280 4,406
2,342   1,566 776
2,444   1,296 1,148
302   498 -196
866   871 -5
15,904   10,307 5,597
1,386   1,039 347
659   522 137
964   671 293
1,214   1,054 160
2,607   1,825 782
43   43  
3,458   2,540 918
390   416 -26
1,612   1,502 110
1,635   1,330 305
1,880   1,019 861
13,205   10,720 2,485
446   372 74
2,356   1,264 1,092
19,847   21,649 -1,802
6,985   14,747 -7,762
5,428   13,454 -8,026
8,025   6,976 1,049
9,066   5,624 3,442
14,925   12,230 2,695
7,994   6,679 1,315
8,885   8,679 206
1,461   1,284 177
2,190   73 2,117
6,116   3,879 2,237
2,018   2,823 -805
7,131   8,776 -1,645
860   823 37
2,185   2,806 -621
1,534   1,042 492
14,160   15,913 -1,753
10,145   9,592 553
3,128   3,567 -439
7,430   11,189 -3,759
8,559   9,201 -642
2,165   394 1,771
2,824   1,586 1,238
3,193   3,347 -154
18,166   10,655 7,511
1,385   2,281 -896
2,466   1,512 954
1,510   806 704
5,912   6,116 -204
12,246   12,127 119
2,168   2,256 -88
3,230   1,640 1,590
2,906   1,594 1,312
2,370   2,940 -570
1,032   848 184
1,383   653 730
882   837 45
1,042   1,442 -400
15,443   15,591 -148
6,837   6,907 -70
19,815   21,503 -1,688
11,053   9,469 1,584
52,875   44,311 8,564
10,929   10,481 448
42,988   36,868 6,120
415   158 257
17,503   21,639 -4,136
5,130   4,094 1,036
1,111   864 247
10,884   5,197 5,687
15,047   7,231 7,816
5,269   2,410 2,859
11,734   7,481 4,253
2,722   2,025 697
1,494   1,195 299
3,552   2,216 1,336
698   663 35
1,050   971 79
900   1,035 -135
2,471   2,023 448
2,064   1,712 352
3,731   3,964 -233
4,630   3,088 1,542
23,150   10,637 12,513
2,633   852 1,781
1,041   972 69
1,895   820 1,075
5,533   5,512 21
14,052   12,775 1,277
1,855   1,689 166
2,448   1,139 1,309
3,980   4,116 -136
1,572   1,089 483
2,038   1,928 110
2,282   577 1,705
2,573   1,151 1,422
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
      47,489
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       567
b       -4
c       -52
d       2,480
e       997
      18
      1,572
      161
      -1,486
      204
      189
      365
      -2,695
      178
      -949
      507
      -762
      156
      -43
      -1,894
      -3,578
      3,492
      -1,205
      1,818
      -16
      3,954
      111
      164
      -13
      37
      473
      418
      380
      171
      637
      1,143
      2,664
      -48
      307
      4,406
      776
      1,148
      -196
      -5
      5,597
      347
      137
      293
      160
      782
       
      918
      -26
      110
      305
      861
      2,485
      74
      1,092
      -1,802
      -7,762
      -8,026
      1,049
      3,442
      2,695
      1,315
      206
      177
      2,117
      2,237
      -805
      -1,645
      37
      -621
      492
      -1,753
      553
      -439
      -3,759
      -642
      1,771
      1,238
      -154
      7,511
      -896
      954
      704
      -204
      119
      -88
      1,590
      1,312
      -570
      184
      730
      45
      -400
      -148
      -70
      -1,688
      1,584
      8,564
      448
      6,120
      257
      -4,136
      1,036
      247
      5,687
      7,816
      2,859
      4,253
      697
      299
      1,336
      35
      79
      -135
      448
      352
      -233
      1,542
      12,513
      1,781
      69
      1,075
      21
      1,277
      166
      1,309
      -136
      483
      110
      1,705
      1,422
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 137,127
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 and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,950
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,950
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,950
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,769
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 3,769
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 819
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax819 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
WV
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofWESBANCO BANK Telephone no. (304) 234-9400

Located at1 BANK PLAZAWHEELINGWV ZIP+426003
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		26,170    
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
3,436,955
b
Average of monthly cash balances.......................
1b
110,070
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,547,025
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
3,547,025
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
53,205
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,493,820
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
174,691
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
174,691
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,950
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,950
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
171,741
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
171,741
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
171,741
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, line 26, column (d) ..........
1a
179,880
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
179,880
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 171,741
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 66,876
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 179,880
a Applied to 2024, but not more than line 2a 66,876
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 2025 distributable amount..... 113,004
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		58,737
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   SCHOLARSHIP FOR TAYLOR R 5,000

DALLAS COLLEGE

1601 BOTHAM JEAN BLVD
DALLAS,TX75215 		NONE   SCHOLARSHIP FOR WESLEY 1,500

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR WESLEY D 1,500

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR RYLEIGH E 4,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR TRENT L 4,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE PO BOX 1650
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR BREONNA A 7,000

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST LIBERTY UNIVERSITY

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

WEST LIBERTY UNIVERSITY

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

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR GIANNA L 4,000

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR JACKSON D 4,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR LANDEN A 7,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR MORGAN 4,000

WEST LIBERTY UNIVERSITY

101 FACULTY DRIVE
WEST LIBERTY,WV26074 		NONE   SCHOLARSHIP FOR LILLIAN 3,000

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR MOIRA L 3,000

WEST LIBERTY UNIVERSITY

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

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR KENDYLL N 3,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR JARED H 6,000

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE - 7TH FLOOR
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR ZACHARY C 4,000

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

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

FAIRMONT STATE UNIVERSITY

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

FAIRMONT STATE UNIVERSITY

1201 LOCUST AVENUE
FAIRMONT,WV26554 		NONE   SCHOLARSHIP FOR DEANNA 4,000

FAIRMONT STATE UNIVERSITY

1201 LOCUST AVENUE
FAIRMONT,WV26554 		NONE   SCHOLARSHIP FOR DECLAN J 2,000

MARSHALL UNIVERSITY

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

SHEPHERD UNIVERSITY

301 N KING STREET
SHEPHERDS TOWN,WV25443 		NONE   SCHOLARSHIP FOR KELSEY M 3,000

WEST VIRGINIA UNIVERSITY FOUNDATION

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

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE-7TH FLOOR
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR ARIAUNA M 2,000

WEST VIRGINIA UNIVERSITY FOUNDATION

ONE WATERFRONT PLACE-7TH FLOOR
MORGANTOWN,WV265071650 		NONE   SCHOLARSHIP FOR ALLENA N 2,000

BELMONT UNIVERSITY

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

OHIO UNIVERSITY

1 OHIO UNIVERSITY DRIVE
ATHENS,OH457012979 		NONE   SCHOLARSHIP FOR JULIA 3,000

NORTH CAROLINA STATE UNIVERSITY

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

POINT PARK UNIVERSITY

201 WOOD STREET
PITTSBURGH,PA15222 		NONE   SCHOLARSHIP FOR CHLOE R 4,000
Total ................................. 3a 173,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 4,263  
4 Dividends and interest from securities ....     14 91,952  
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 ............ 		    18 137,127  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDIGITAL REALTY TRU 		      34  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   233,376  
13Total. Add line 12, columns (b), (d), and (e)..................
13
233,376
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 2025 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 28,758 77,933
CARRIER GLOBAL CORP 21,010 22,411
CONSTELLATION BRANDS INC    
CHIPOTLE MEXICAN GRILL CL A 12,385 12,208
UBER TECHNOLOGIES INC 17,845 23,380
META PLATFORMS INC 16,726 38,891
FIDELITY LOW PRICED STOCK FUND 50,850 54,219
FEDERATED HERMES INTL LEADER 61,923 81,097
MERCK & CO 10,327 22,783
MICROSOFT CORP 34,960 69,908
MONDELEZ INTERNATIONAL    
NEXTERA ENERGY    
TESLA INC 12,988 22,943
TJX COMPANIES INC 15,216 19,238
UNITEDHEALTH GROUP INC 21,808 19,356
BLACKROCK INC 15,655 14,885
DUKE ENERGY CORP 25,652 27,479
I SHARES MSCI ACWX INDEX FUND 105,108 169,820
DIAMOND HILL LONG/SHORT FUND - 31,173 36,399
ALPHABET INC CL A 5,747 53,934
CALAMOS MARKET NEUTRAL INCOME 28,365 31,699
BROADCOM LTD 3,799 29,718
VANGUARD SMALL-CAP GROWTH VIPE    
WESMARK SMALL COMPANY GROWTH F 155,482 207,780
CHEVRON CORPORATION 16,025 27,267
ASTRAZENECA PLC 15,854 24,806
CARLYLE GROUP INC 13,733 16,325
LOCKHEED MARTIN 25,997 34,220
JP MORGAN CHASE 7,006 29,730
VICTORY SYCAMORE ESTABLISHED V    
PALO ALTO NETWORKS 9,698 24,721
PARKER-HANNIFIN CORP 7,299 21,193
NETFLIX INC 21,333 25,215
US BANCORP 13,015 18,748
AMAZON.COM INC 26,418 48,510
PAYPAL HOLDINGS    
PEPSICO INC    
WESMARK TACTICAL OPPORTUNITY F 26,761 38,674
T-MOBILE US INC 10,100 19,972
NISOURCE INC    
PROCTER & GAMBLE CO 15,491 17,723
DIGITAL REALTY TRUST INC 10,482 14,708
HALLIBURTON    
BBH INCOME FUND - I 114,323 117,064
AON PLC 12,212 11,741
GOLDMAN SACHS INTERNATIONAL EQ 51,033 86,082
LINDE PUBLIC LIMITED COMPANY 21,058 29,976
HOME DEPOT INC 14,368 13,325
SALESFORCE.COM INC 19,307 18,700
WALMART INC 9,488 27,509
VANGUARD RUSSELL 2000 ETF 59,959 65,758
ULTA BEAUTY INC    
STARBUCKS CORP    
ADVANCED MICRO DEVICES INC 9,004 24,626
STRYKER CORP 18,231 20,148
FREEPORT-MCMORAN CL B 12,918 17,497
CISCO SYSTEMS INC 17,543 25,507
ARTISAN MID CAP FUND 23,458 25,545
BANK OF AMERICA CORP 19,109 22,673
DIAMONDBACK ENERGY INC 10,715 18,278
FEDERATED HERMES TOTAL RETURN 192,671 181,624
I SHARES CORE U.S. AGGREGATE B 362,504 364,837
FIDELITY STRATEGIC INCOME FUND 109,894 117,565
COCA-COLA CO 17,446 21,450
NIKE INC 15,430 11,690
THERMO FISHER SCIENTIFIC 23,294 22,929
VANGUARD INTM-TERM INV. GRADE 235,636 233,363
WESMARK GOVERNMENT BOND FUND # 252,706 221,635
EATON CORP PLC 12,999 22,179
MASTERCARD INC 16,221 19,654
AMERICAN WATER WORKS 18,403 18,908
AMGEN INC 24,164 29,500
MORGAN STANLEY    
O REILLY AUTOMOTIVE    
TEMPLETON EMERGING MKTS SM/CAP 16,276 20,510
UNDISCOVERED MANAGERS BEHAVIOR 54,371 60,921
VANGUARD INTERMEDIATE-TREASURY    
VANGUARD MID-CAP ETF 53,344 70,120
VALUE LINE MID CAP FOCUS FUND 26,219 25,580
VANGUARD LONG TERM INVESTMENT 66,319 65,222
SHOPIFY INC CLASS A 5,420 8,934
NVIDIA CORP 47,386 69,104
NOVO NORODISK A/S    
EOG RESOURCES INC 18,839 18,612
GOLDMAN SACHS EMERGING MARKETS 46,514 68,193

TY 2025 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 - 150 0   0
OTHER NON-ALLOCABLE EXPENSE - 608 608   0


TY 2025 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) 34 34  


TY 2025 TaxesSchedule
Name:
PHYLLIS A BENEKE SCHOLARSHIP FUND
EIN:
55-6106147
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 107 107   0
FEDERAL TAX PAYMENT - PRIOR YE 1,699 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,769 0   0
FOREIGN TAXES ON QUALIFIED FOR 339 339   0
FOREIGN TAXES ON NONQUALIFIED 112 112   0