FRANK H KRAFT SCHOLARSHIP TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FRANK H KRAFT SCHOLARSHIP TRUST (EIN 55-6014337)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-05
- IRS object ID
- 201912489349100126
- Schema version
- 2018v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-05T17:00:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 556014337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK H KRAFT SCHOLARSHIP TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KRAF | BusinessNameControlTxt |
| Phone | 3042349400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BANK PLAZA | AddressLine1Txt |
| City | WHEELING | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIPS K MCCLUSKEY | PersonNm |
| Person Title | AVP & STO | PersonTitleTxt |
| Phone | 3042349400 | PhoneNum |
| Signature | 2019-09-05 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.43.11.143 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4DDE0E6BCD9F2E14A02D689481C632EC07C91C8C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4DDE0E6BCD9F2E14A02D689481C632EC07C91C8C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,042,502 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $238 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $238 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,407 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,407 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $78,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,530 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,937 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,469 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,469 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $338 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $338 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,937 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,469 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,469 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,005 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $193 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,809 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,809 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,061 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,213 | CashBOYAmt |
| Cash EOY | $4,794 | CashEOYAmt |
| Cash EOYFMV | $4,794 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,349 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,352 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,270 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,352 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $152,813 | CorporateStockBOYAmt |
| Corporate Stock EOY | $154,623 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $187,860 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $715,149 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $744,721 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $813,499 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $952,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $942,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,042,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $952,702 | CapitalStockBOYAmt |
| Capital Stock EOY | $942,839 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $952,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $942,839 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $952,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $942,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $952,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $942,839 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $942,839 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 23. MCKESSON CORP | 2018-01-31 | $3,882 | $3,806 | $76 | $76 | ||
| 1. EQT CORP | 2018-04-10 | $49 | $59 | -$10 | -$10 | 2017-12-01 | |
| 63. EQT CORP | 2018-04-10 | $3,083 | $4,699 | -$1,616 | -$1,616 | ||
| 36. LOWES COS INC | 2018-04-10 | $3,114 | $2,494 | $620 | $620 | 2016-10-25 | |
| 9. MASTERCARD INC | 2018-04-10 | $1,564 | $783 | $781 | $781 | 2014-12-30 | |
| 11. MICROSOFT CORP | 2018-04-10 | $1,018 | $379 | $639 | $639 | 2013-06-14 | |
| 21. PAYPAL HOLDINGS | 2018-04-10 | $1,611 | $918 | $693 | $693 | 2016-10-25 | |
| 84. TOLL BROTHERS, INC. | 2018-06-18 | $3,168 | $2,677 | $491 | $491 | ||
| 1. ALPHABET INC CL A | 2018-08-09 | $1,270 | $711 | $559 | $559 | 2016-05-02 | |
| 3. AMGEN INC. | 2018-08-09 | $583 | $335 | $248 | $248 | 2013-10-03 | |
| 3. AMPHENOL CORP | 2018-08-09 | $284 | $169 | $115 | $115 | 2016-05-02 | |
| 5. APPLE INC | 2018-08-09 | $1,048 | $132 | $916 | $916 | 2008-06-04 | |
| 10.933 ARTISAN INT'L FUND #661 | 2018-08-09 | $364 | $330 | $34 | $34 | 2014-02-21 | |
| 3. CAPITAL ONE FINANCIAL | 2018-08-09 | $293 | $278 | $15 | $15 | 2017-12-01 | |
| 2. CHEVRON CORPORATION | 2018-08-09 | $245 | $243 | $2 | $2 | 2013-06-17 | |
| 1. CONSTELLATION BRANDS, INC. | 2018-08-09 | $215 | $169 | $46 | $46 | 2016-10-25 | |
| 21. CONTINENTAL RESOURCES | 2018-08-09 | $1,342 | $668 | $674 | $674 | 2017-07-12 | |
| 329.731 DIAMOND HILL LONG/SHORT FUND-I #11 | 2018-08-09 | $8,896 | $7,396 | $1,500 | $1,500 | 2016-02-16 | |
| 2. WALT DISNEY COMPANY | 2018-08-09 | $229 | $185 | $44 | $44 | 2016-10-25 | |
| 8. EOG RESOURCES INC | 2018-08-09 | $976 | $868 | $108 | $108 | 2018-04-10 | |
| 8.364 FEDERATED INT'L LEADERS FUND | 2018-08-09 | $303 | $291 | $12 | $12 | 2014-05-05 | |
| 2. FEDEX CORP | 2018-08-09 | $490 | $293 | $197 | $197 | 2014-08-07 | |
| 3. HOME DEPOT INC. | 2018-08-09 | $596 | $305 | $291 | $291 | ||
| 25. HONEYWELL INTERNATIONAL INC | 2018-08-09 | $3,850 | $1,951 | $1,899 | $1,899 | 2013-06-14 | |
| 35. I SHARES RUSSELL MIDCAP GROWTH INDEX FUN | 2018-08-09 | $4,630 | $3,817 | $813 | $813 | 2017-07-12 | |
| 6. JP MORGAN CHASE | 2018-08-09 | $702 | $347 | $355 | $355 | 2016-02-16 | |
| 6. MARATHON PETROLEUM CORP | 2018-08-09 | $483 | $243 | $240 | $240 | 2014-07-03 | |
| 6. MASTERCARD INC | 2018-08-09 | $1,223 | $522 | $701 | $701 | 2014-12-30 | |
| 3. MICROSOFT CORP | 2018-08-09 | $329 | $103 | $226 | $226 | 2013-06-14 | |
| 5. MICROCHIP TECHNOLOGY | 2018-08-09 | $489 | $433 | $56 | $56 | 2017-12-01 | |
| 1. MONDELEZ INTERNATIONAL | 2018-08-09 | $42 | $43 | -$1 | -$1 | 2017-07-12 | |
| 1. PNC FINANCIAL SERVICES GROUP | 2018-08-09 | $146 | $72 | $74 | $74 | 2007-07-20 | |
| 10. PAYPAL HOLDINGS | 2018-08-09 | $871 | $451 | $420 | $420 | ||
| 71.681 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1 | 2018-08-09 | $3,625 | $2,807 | $818 | $818 | ||
| 8. SALESFORCE.COM,INC | 2018-08-09 | $1,167 | $954 | $213 | $213 | 2018-04-10 | |
| 12. SPLUNK INC | 2018-08-09 | $1,265 | $655 | $610 | $610 | ||
| 4. T-MOBILE US INC | 2018-08-09 | $260 | $245 | $15 | $15 | 2017-07-12 | |
| 7. TEXAS INSTRUMENTS INC | 2018-08-09 | $805 | $389 | $416 | $416 | 2015-12-22 | |
| 5. THERMO FISHER SCIENTIFIC | 2018-08-09 | $1,169 | $590 | $579 | $579 | 2014-10-27 | |
| 4. UNITED TECHNOLOGIES CORP | 2018-08-09 | $538 | $391 | $147 | $147 | ||
| 3. UNITEDHEALTH GROUP | 2018-08-09 | $786 | $561 | $225 | $225 | 2017-07-12 | |
| 56.759 VANGUARD S/T INVEST GR-ADM #539 | 2018-08-09 | $594 | $611 | -$17 | -$17 | 2016-10-25 | |
| 5. VERIZON COMMUNICATIONS | 2018-08-09 | $265 | $255 | $10 | $10 | 2013-06-14 | |
| 38.214 VICTORY SYCAMORE ESTABLISHED VALUE FUND | 2018-08-09 | $1,622 | $1,578 | $44 | $44 | 2017-12-01 | |
| 3. WALGREENS BOOTS ALLIANCE INC | 2018-08-09 | $199 | $214 | -$15 | -$15 | 2017-12-01 | |
| 50. WALGREENS BOOTS ALLIANCE INC | 2018-08-09 | $3,311 | $4,055 | -$744 | -$744 | ||
| 1183.704 WESMARK GROWTH FUND #549 | 2018-08-09 | $25,568 | $18,016 | $7,552 | $7,552 | ||
| 662.562 WESMARK SMALL COMPANY GROWTH FUND | 2018-08-09 | $9,720 | $8,409 | $1,311 | $1,311 | ||
| 6. ALLERGAN PLC | 2018-08-09 | $1,104 | $1,033 | $71 | $71 | 2017-12-01 | |
| 16. ALLERGAN PLC | 2018-08-09 | $2,944 | $3,502 | -$558 | -$558 | ||
| 22. CHUBB LIMITED | 2018-08-09 | $3,016 | $1,960 | $1,056 | $1,056 | 2013-06-17 | |
| 33. PRUDENTIAL FINANCIAL INC | 2018-12-13 | $2,736 | $2,266 | $470 | $470 | ||
| 4. PRUDENTIAL FINANCIAL INC | 2018-12-13 | $332 | $400 | -$68 | -$68 | 2018-08-09 | |
| CAPITAL GAIN DIVIDENDS | $39,054 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,407 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $83,413 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,124,265 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074193 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $86,449 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,070,583 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080749 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,505 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,183,127 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07227 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,809 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,220,685 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068657 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,795 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,144,760 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071452 | DistributionYr5Rt |
| Total Distribution | 0.367321 | TotalDistributionRt |
| Average Distribution | 0.073464 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,140,939 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,818 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $751 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,569 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,115 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,501 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,501 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,132 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,132 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $369 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESBANCO BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3042349400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BANK PLAZA | AddressLine1Txt |
| City | WHEELING | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESBANCO BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BANK PLAZA | AddressLine1Txt |
| City | WHEELING | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,937 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WESBANCO BANK - TECHNICAL ASSISTANCE PROVIDED TO ENSURE THE MAINTENANCE OF COMPLETE AND ACCURATE FINANCIAL RECORDS - FILING FORM 990-PF | Description1Txt |
| Expenses1 | $3,306 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,109,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,158,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,158,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,140,939 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,501 | TotalTaxAmt |
| Distributable Before Adj | $55,546 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,546 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,546 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,115 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $83,115 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $83,115 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,006 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,420 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,841 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,840 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,460 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $142,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,115 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,546 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,569 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $170,136 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $27,006 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $143,130 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,420 | ExcessFromYear4Amt |
| Excess From Year3 | $27,841 | ExcessFromYear3Amt |
| Excess From Year2 | $33,840 | ExcessFromYear2Amt |
| Excess From Year1 | $29,460 | ExcessFromYear1Amt |
| Excess From Current Year | $27,569 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LINSLY SCHOOL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 KNOX LANE | AddressLine1Txt |
| City | WHEELING | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | THE LINSLY SCHOOL STUDENT | GrantOrContributionPurposeTxt |
| Amt | $79,809 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,809 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $78,530 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,530 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $675 | Amt |
| Net Investment Income | $338 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $338 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PNC FINANCIAL SERVICES GROUP | $1,651 | $2,689 |
| APPLE INC | $581 | $3,470 |
| ISHARES RUSSELL MIDCAP GROWTH | $27,781 | $31,611 |
| DUPONT DE NEMOURS INC | $2,334 | $2,621 |
| MARATHON PETROLEUM CORP | $1,407 | $2,065 |
| THERMO FISHER SCIENTIFIC | $2,243 | $4,252 |
| CYPRESS SEMICONDUCTOR CORP | $4,110 | $2,938 |
| CVS HEALTH CORP | $3,796 | $3,604 |
| FEDEX CORP | $2,752 | $3,065 |
| AMGEN INC | $2,345 | $4,088 |
| BROADCOM LTD | $3,047 | $5,340 |
| CHEVRON CORPORATION | $3,261 | $2,937 |
| CONTINENTAL RESOURCES | $1,475 | $2,090 |
| WALT DISNEY COMPANY | $1,814 | $3,070 |
| EQT CORP | ||
| HOME DEPOT INC | $1,608 | $3,608 |
| HONEYWELL INTERNATIONAL INC | ||
| JOHNSON & JOHNSON | $1,666 | $2,452 |
| MASTERCARD INC CLASS A | $1,388 | $3,018 |
| MCKESSON CORP | ||
| MERCK & CO | $3,254 | $4,737 |
| MICROSOFT CORP | $482 | $1,422 |
| MONDELEZ INTERNATIONAL | $2,135 | $3,122 |
| PRUDENTIAL FINANCIAL INC | ||
| US BANCORP | $2,685 | $3,199 |
| VANGUARD TOTAL BOND MARKET EFT | $14,937 | $14,971 |
| UNITED TECHNOLOGIES CORP | $2,384 | $2,662 |
| VERIZON COMMUNICATIONS | $3,521 | $3,992 |
| EOG RESOURCES INC | $3,255 | $2,616 |
| UNITEDHEALTH GROUP | $2,290 | $3,986 |
| TOLL BROTHERS INC | ||
| ALPHABET INC CL A | $2,140 | $4,180 |
| TEXAS INSTRUMENTS INC | $1,779 | $3,024 |
| AMPHENOL CORP | $1,968 | $2,836 |
| CONSTELLATION BRANDS INC | $2,868 | $2,734 |
| JP MORGAN CHASE | $2,027 | $3,417 |
| ALLERGAN PLC | ||
| CHUBB LIMITED | ||
| LOWES COS INC | ||
| PPG INDUSTRIES INC | $2,792 | $3,067 |
| PAYPAL HOLDINGS | $1,660 | $3,195 |
| SPLUNK INC | $1,897 | $3,775 |
| ALIBABA GROUP HOLDING LTD | $2,508 | $3,564 |
| CAPITAL ONE FINANCIAL | $3,147 | $2,570 |
| WALGREENS BOOTS ALLIANCE INC | ||
| RAYTHEON CORPORATION | $3,546 | $3,220 |
| T-MOBILE US INC | $3,126 | $3,244 |
| LOCKHEED MARTIN | $3,796 | $3,404 |
| MICROCHIP TECHNOLOGY | $2,947 | $2,445 |
| PEPSICO INC | $3,792 | $3,646 |
| MEDTRONIC PLC | $3,951 | $4,184 |
| SALESFORCE.COM INC | $2,743 | $3,150 |
| KANSAS CITY SOUTHERN | $3,591 | $2,959 |
| MORGAN STANLEY | $3,287 | $2,617 |
| AMAZON.COM INC | $2,856 | $3,004 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WESMARK GOVERNMENT BOND FUND | AT COST | $147,002 | $145,016 |
| WESMARK GROWTH FUND #549 | AT COST | $132,656 | $193,082 |
| WESMARK SMALL COMPANY GROWTH | AT COST | $87,750 | $115,085 |
| ARTISAN INT'L FUND #661 | AT COST | $14,447 | $13,153 |
| FEDERATED INT'L LEADERS FUND | AT COST | $28,624 | $24,083 |
| OAKMARK INTL FUND #109 | AT COST | $13,352 | $11,240 |
| T ROWE PRICE INSTITUTIONAL EME | AT COST | $9,198 | $10,809 |
| PRIMECAP ODYSSEY AGGRESSIVE GR | AT COST | $16,710 | $17,387 |
| TEMPLETON EMERGING MKTS SM/CAP | AT COST | $10,920 | $10,960 |
| CALAMOS MARKET NEUTRAL INC FD | AT COST | $23,333 | $22,954 |
| DIAMOND HILL LONG/SHORT FUND - | AT COST | $26,558 | $26,222 |
| FEDERATED TOTAL RETURN BD FD # | AT COST | $30,091 | $29,466 |
| FIDELITY FLOATING RATE HIGH IN | AT COST | $11,207 | $11,379 |
| FIDELITY ADVISOR STRATEGIC INC | AT COST | $42,222 | $42,874 |
| METROPOLITAN WEST TOTAL RETURN | AT COST | $30,703 | $29,860 |
| VANGUARD S/T INVEST GR - ADM # | AT COST | $24,139 | $23,776 |
| WESMARK TACTICAL OPPORTUNITY F | AT COST | $64,711 | $61,253 |
| VICTORY SYCAMORE ESTABLISHED V | AT COST | $31,098 | $24,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $2,937 | Amt |
| Net Investment Income | $1,469 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,469 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $20 | $20 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,812 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $161 | $161 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $12 | $12 | $0 |