STRATEGY STUDIO / PUBLIC DATA EXPLORER

FRANK H KRAFT SCHOLARSHIP TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FRANK H KRAFT SCHOLARSHIP TRUST (EIN 55-6014337)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-29
IRS object ID
202131199349100438
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-29T19:00:36-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN556014337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANK H KRAFT SCHOLARSHIP TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKRAFBusinessNameControlTxt
Phone3042349400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 BANK PLAZAAddressLine1Txt
CityWHEELINGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY J HABBITPersonNm
Person TitleSENIOR VPPersonTitleTxt
Phone3042349400PhoneNum
Signature2021-04-29SignatureDt

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,244,549FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,123DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,123DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$78,494NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$213,535GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,494CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$92,630TotalRevAndExpnssAmt
Total Net Invst Incm$92,630TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$5,850CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,925CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,925CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$338AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$338AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$171TaxesRevAndExpnssAmt
Taxes Net Invst Incm$171TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,706TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,434TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,273TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$78,989ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$78,989ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$85,695TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,434TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$82,262TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,935ExcessRevenueOverExpensesAmt
Net Investment Income$89,196NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,094CashBOYAmt
Cash EOY$8,648CashEOYAmt
Cash EOYFMV$8,648CashEOYFMVAmt
Sav And Temp Cash Invst BOY$26,302SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$64,869SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$64,869SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,957AcctRcvblAmt
Acct Rcvbl BOY$2,709AcctRcvblBOYAmt
Acct Rcvbl EOY$3,957AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$146,532CorporateStockBOYAmt
Corporate Stock EOY$160,379CorporateStockEOYAmt
Corporate Stock EOYFMV$240,085CorporateStockEOYFMVAmt
Other Investments BOY$719,487OtherInvestmentsBOYAmt
Other Investments EOY$668,206OtherInvestmentsEOYAmt
Other Investments EOYFMV$930,947OtherInvestmentsEOYFMVAmt
Total Assets BOY$899,124TotalAssetsBOYAmt
Total Assets EOY$906,059TotalAssetsEOYAmt
Total Assets EOYFMV$1,244,549TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$899,124CapitalStockBOYAmt
Capital Stock EOY$906,059CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$899,124TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$906,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$899,124TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$906,059TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$899,124TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,935ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$906,059SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$906,059TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (116 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtHow AcquiredHowAcquiredCd
13. LOCKHEED MARTIN2020-01-03$5,405$3,796$1,609$1,609
.5 OTIS WORLDWIDE CORP2020-04-02$22$8$14$142017-12-01
.3656 RAYTHEON TECHNOLOGIES2020-04-03$22$34-$12-$122017-12-01
138.353 WESMARK GOVERNMENT BOND FUND #5562020-04-06$1,399$1,377$22$222004-11-26
125.266 WESMARK GOVERNMENT BOND FUND #5562020-05-27$1,265$1,246$19$192004-11-26
9.843 WESMARK GOVERNMENT BOND FUND #5562020-06-26$100$98$2$22004-11-26
1183.55 FIDELITY FLOATING RATE HIGH INCOME FD#812020-07-09$10,403$10,693-$290-$290
41. MICROCHIP TECHNOLOGY2020-07-09$4,283$3,550$733$733
456.204 VANGUARD S/T INVEST GR-ADM #5392020-07-09$5,000$4,854$146$146
481.692 WESMARK GROWTH FUND #5492020-07-09$10,000$9,499$501$501
.004 WESMARK GROWTH FUND #5492020-07-092018-06-29
43. T-MOBILE US INC - RIGHTS2020-07-10$6$11-$5-$52020-06-29
33. WALT DISNEY COMPANY2020-08-05$4,232$2,364$1,868$1,868
10. ALIBABA GROUP HOLDING LTD2020-08-13$2,532$965$1,567$1,5672017-01-20
7. AMGEN INC.2020-08-13$1,679$782$897$8972013-10-03
37. AMPHENOL CORP2020-08-13$4,086$2,158$1,928$1,928
11. APPLE INC2020-08-13$5,047$457$4,590$4,590
68.606 ARTISAN INTERNATIONAL FUND-INS2020-08-13$2,304$2,089$215$215
1. CVS HEALTH CORP2020-08-13$65$69-$4-$42018-08-09
24.915 CALAMOS MARKET NEUTRAL INCOME FU2020-08-13$339$334$5$52018-08-09
25. CARRIER GLOBAL CORP2020-08-13$738$397$341$341
10. CHEVRON CORPORATION2020-08-13$900$1,216-$316-$316
7. CONSTELLATION BRANDS, INC.2020-08-13$1,232$1,181$51$512016-10-25
30. DIAMONDBACK ENERGY INC2020-08-13$1,332$3,067-$1,735-$1,7352019-03-22
37. EOG RESOURCES INC2020-08-13$1,754$3,908-$2,154-$2,154
163.612 FEDERATED HERMES TOTAL RETURN BD FD #3282020-08-13$1,909$1,784$125$125
63.779 FEDERATED HERMES INT'L LEADERS FUND2020-08-13$2,310$2,231$79$79
8. FEDEX CORP2020-08-13$1,625$1,320$305$305
3.208 FIDELITY ADVISOR STRATEGIC INCOME FU2020-08-13$40$41-$1-$12017-12-01
21. HOME DEPOT INC.2020-08-13$5,910$2,397$3,513$3,513
40. I SHARES RUSSELL MIDCAP GROWTH INDEX FUN2020-08-13$6,838$3,966$2,872$2,8722016-12-12
44. MARATHON PETROLEUM CORP2020-08-13$1,640$2,141-$501-$501
187.717 METROPOLITAN WEST TOTAL RETURN BOND FD2020-08-13$2,185$2,014$171$1712016-02-16
2. MICROSOFT CORP2020-08-13$417$236$181$1812019-03-22
22. MONDELEZ INTERNATIONAL2020-08-13$1,229$602$627$6272013-01-14
34. MORGAN STANLEY2020-08-13$1,767$1,693$74$742018-08-09
12. OTIS WORLDWIDE CORP2020-08-13$767$146$621$6212013-06-14
27. PNC FINANCIAL SERVICES GROUP2020-08-13$2,977$2,128$849$849
28. PPG INDUSTRIES INC2020-08-13$3,339$2,606$733$733
6. PAYPAL HOLDINGS2020-08-13$1,150$262$888$8882016-10-25
9. PEPSICO INC2020-08-13$1,240$1,034$206$2062017-07-12
15.673 T.ROWE PRICE INSTITUTIONAL EMERGING MKTS EQUITY FD. #1462020-08-13$661$542$119$119
16.536 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #12020-08-13$786$716$70$702019-03-22
49. PROGRESSIVE CORP2020-08-13$4,338$3,572$766$7662019-03-22
26. RAYTHEON TECHNOLOGIES2020-08-13$1,636$1,937-$301-$301
27. SPLUNK INC2020-08-13$5,195$1,423$3,772$3,7722016-05-02
18. T-MOBILE US INC2020-08-13$2,075$1,103$972$9722017-07-12
32. TEXAS INSTRUMENTS INC2020-08-13$4,392$1,779$2,613$2,6132015-12-22
16. THERMO FISHER SCIENTIFIC2020-08-13$6,657$1,889$4,768$4,7682014-10-27
5. UNITEDHEALTH GROUP INC2020-08-13$1,601$935$666$6662017-07-12
61. VERIZON COMMUNICATIONS2020-08-13$3,561$3,010$551$551
816.243 WESMARK GROWTH FUND #5492020-08-13$18,137$13,411$4,726$4,7262018-12-28
12.295 WESMARK GROWTH FUND #5492020-08-13$273$202$71$712018-12-28
670.755 WESMARK GOVERNMENT BOND FUND #5562020-08-13$6,795$6,674$121$1212004-11-26
1122.193 WESMARK SMALL COMPANY GROWTH FUND2020-08-13$16,025$14,296$1,729$1,729
41.622 WESMARK TACTICAL OPPORTUNITY FUND2020-08-13$462$454$8$82018-08-09
42. MEDTRONIC PLC2020-08-13$4,242$3,608$634$6342018-01-31
73.965 WESMARK GOVERNMENT BOND FUND #5562020-08-26$750$736$14$142004-11-26
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
CAPITAL GAIN DIVIDENDS$36,461P
FieldValueIRS element (for citing)
Capital Gain Net Income$78,494CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,240InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,240SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,240TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$408EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$408TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$832TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WESBANCO BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3042349400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 BANK PLAZAAddressLine1Txt
CityWHEELINGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESBANCO BANKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 BANK PLAZAAddressLine1Txt
CityWHEELINGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1AverageHrsPerWkDevotedToPosRt
Compensation$5,850CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1WESBANCO BANK - TECHNICAL ASSISTANCE PROVIDED TO ENSURE THE MAINTENANCE OF COMPLETE AND ACCURATE FINANCIAL RECORDS - FILING FORM 990-PFDescription1Txt
Expenses1$3,273Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,081,910AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,254AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,108,164TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,108,164AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,622CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,091,542NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,577MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,577MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,240TaxBasedOnInvestmentIncomeAmt
Total Tax$1,240TotalTaxAmt
Distributable Before Adj$53,337DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,337DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,337DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,262ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$82,262QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$82,262AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,337DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$27,841ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$33,840ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,460ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$27,569ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,348ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$147,058TotalExcessDistributionCyovAmt
Qualifying Distributions$82,262QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,337AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,925RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$175,983TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$27,841ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$148,142ExcessDistriCyovToNextYrAmt
Excess From Year4$33,840ExcessFromYear4Amt
Excess From Year3$29,460ExcessFromYear3Amt
Excess From Year2$27,569ExcessFromYear2Amt
Excess From Year1$28,348ExcessFromYear1Amt
Excess From Current Year$28,925ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LINSLY SCHOOLBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line160 KNOX LANEAddressLine1Txt
CityWHEELINGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeTHE LINSLY SCHOOL STUDENTGrantOrContributionPurposeTxt
Amt$78,989Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$78,989TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,123ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$78,494ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$92,630ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,630TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$675Amt
Net Investment Income$338NetInvestmentIncomeAmt
Disbursements Charitable Prps$338DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PNC FINANCIAL SERVICES GROUP
APPLE INC$317$6,369
ISHARES RUSSELL MIDCAP GROWTH$18,045$37,775
DUPONT DE NEMOURS INC$4,140$3,911
MARATHON PETROLEUM CORP
THERMO FISHER SCIENTIFIC
CVS HEALTH CORP$4,515$4,644
FEDEX CORP$2,312$4,154
AMGEN INC$1,452$2,989
BROADCOM LTD$2,479$6,568
CHEVRON CORPORATION$2,169$1,520
WALT DISNEY COMPANY
HOME DEPOT INC
JOHNSON & JOHNSON$2,807$4,249
MASTERCARD INC CLASS A$1,541$5,354
MERCK & CO$2,870$4,417
MICROSOFT CORP$1,709$5,561
MONDELEZ INTERNATIONAL$1,177$2,514
US BANCORP$4,855$5,964
VANGUARD TOTAL BOND MARKET EFT$21,517$23,106
UNITED TECHNOLOGIES CORP
VERIZON COMMUNICATIONS
EOG RESOURCES INC
UNITEDHEALTH GROUP
PROGRESSIVE CORP
ALPHABET INC CL A$2,140$7,011
TEXAS INSTRUMENTS INC
AMPHENOL CORP
CONSTELLATION BRANDS INC$2,362$3,067
JP MORGAN CHASE$2,838$5,464
DIAMONDBACK ENERGY INC
PPG INDUSTRIES INC
PAYPAL HOLDINGS$1,092$5,855
SPLUNK INC
ALIBABA GROUP HOLDING LTD$1,351$3,258
RAYTHEON CORPORATION$3,589$3,576
T-MOBILE US INC$1,532$3,371
LOCKHEED MARTIN$3,493$3,195
MICROCHIP TECHNOLOGY
PEPSICO INC$2,412$3,114
MEDTRONIC PLC
SALESFORCE.COM INC$3,678$6,008
KANSAS CITY SOUTHERN$3,649$4,083
MORGAN STANLEY$2,179$3,152
AMAZON.COM INC$2,857$6,514
ADVANCED MICRO DEVICES INC$3,597$4,035
BOEING CO$2,443$2,997
CONAGRA BRANDS INC$2,416$2,321
DANAHER CORP$2,481$2,666
DIGITAL REALTY TRUST INC$3,210$2,930
FMC CORPORATION$3,200$3,333
FACEBOOK INC$5,990$6,283
GILEAD SCIENCES INC$2,388$2,039
KINDER MORGAN INC$1,558$1,517
NEXTERA ENERGY$2,840$3,086
PALO ALTO NETWORKS$2,876$3,909
PHILLIPS 66$1,585$1,749
PRUDENTIAL FINANCIAL INC$3,194$3,591
STARBUCKS CORP$2,454$3,316
TJX COMPANIES INC$3,211$3,824
TRUIST FINANCIAL CORP$2,687$3,307
TYSON FOODS INC CL A$3,202$3,158
ULTA BEAUTY INC$2,431$3,159
UNITEDHEALTH GROUP INC$1,168$3,507
WALMART INC$2,371$2,595

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (17 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WESMARK GOVERNMENT BOND FUNDAT COST$125,309$129,155
WESMARK GROWTH FUND #549AT COST$101,185$228,651
WESMARK SMALL COMPANY GROWTHAT COST$72,185$154,981
ARTISAN INT'L FUND #661AT COST$25,603$29,943
FEDERATED HERMES INT'L LEADERSAT COST$27,106$32,694
T ROWE PRICE INSTITUTIONAL EMEAT COST$8,152$14,147
PRIMECAP ODYSSEY AGGRESSIVE GRAT COST$17,443$25,272
TEMPLETON EMERGING MKTS SM/CAPAT COST$12,336$13,868
CALAMOS MARKET NEUTRAL INC FDAT COST$22,402$24,179
DIAMOND HILL LONG/SHORT FUND -AT COST$28,516$32,035
FEDERATED HERMES TOTAL RETURNAT COST$26,374$28,713
FIDELITY FLOATING RATE HIGH INAT COST$11,616$12,031
FIDELITY ADVISOR STRATEGIC INCAT COST$39,734$44,287
METROPOLITAN WEST TOTAL RETURNAT COST$26,561$27,815
VANGUARD S/T INVEST GR - ADM #AT COST$22,543$23,317
WESMARK TACTICAL OPPORTUNITY FAT COST$62,020$70,143
VICTORY SYCAMORE ESTABLISHED VAT COST$39,121$39,716

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER NON-ALLOCABLE EXPENSE -Desc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$17$17$0
FOREIGN TAXES ON QUALIFIED FOR$106$106$0
FOREIGN TAXES ON NONQUALIFIED$48$48$0