FRANK H KRAFT SCHOLARSHIP TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FRANK H KRAFT SCHOLARSHIP TRUST (EIN 55-6014337)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-23
- IRS object ID
- 201601759349100120
- Schema version
- 2015v2.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-23T17:00:18-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-06-20 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,138,602 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,084 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,371 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,023 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $77,110 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,110 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,111 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,056 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,056 | 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 | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,111 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,056 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,056 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $951 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $121 | 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 |
| Tot Opr Expenses Rev And Expnss | $5,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,508 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,387 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,864 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,864 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,587 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,508 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,602 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,745 | CashBOYAmt |
| Cash EOY | $15,782 | CashEOYAmt |
| Cash EOYFMV | $15,782 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,332 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $405 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6,673 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $405 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $230,110 | CorporateStockBOYAmt |
| Corporate Stock EOY | $222,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $247,479 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $697,945 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $724,419 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $873,009 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $977,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $965,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,138,602 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $977,671 | CapitalStockBOYAmt |
| Capital Stock EOY | $965,194 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $977,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $965,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $977,671 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $965,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $977,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,477 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $965,194 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $965,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50. PETSMART INC | 2013-06-14 | 2015-03-12 | $4,150 | $3,471 | $679 | $679 | |
| 10. APPLE INC | 2008-06-04 | 2015-04-09 | $1,261 | $267 | $994 | $994 | |
| 10. BOEING CO. | 2013-06-17 | 2015-04-09 | $1,530 | $1,030 | $500 | $500 | |
| 20. BORGWARNER, INC. | 2013-06-17 | 2015-04-09 | $1,236 | $860 | $376 | $376 | |
| 10. CF INDUSTRIES HLDGS | 2013-02-26 | 2015-04-09 | $2,859 | $1,985 | $874 | $874 | |
| 10. CVS HEALTH CORP | 2013-06-17 | 2015-04-09 | $1,020 | $595 | $425 | $425 | |
| 20. CARDINAL HEALTH INC. | 2014-09-29 | 2015-04-09 | $1,797 | $1,513 | $284 | $284 | |
| 50. CONTINENTAL RESOURCES | 2013-03-18 | 2015-04-09 | $2,489 | $2,292 | $197 | $197 | |
| 10. COSTCO WHOLESALE CORP | 2013-06-17 | 2015-04-09 | $1,485 | $1,122 | $363 | $363 | |
| 20. WALT DISNEY COMPANY | 2013-06-17 | 2015-04-09 | $2,135 | $1,295 | $840 | $840 | |
| 20. EQT CORP | 2015-04-09 | $1,706 | $1,730 | -$24 | -$24 | ||
| 10. FEDEX CORP | 2014-08-07 | 2015-04-09 | $1,729 | $1,465 | $264 | $264 | |
| 20. GENERAL MILLS INC | 2014-02-19 | 2015-04-09 | $1,121 | $993 | $128 | $128 | |
| 5. GOOGLE INC | 2010-12-15 | 2015-04-09 | $2,732 | $1,490 | $1,242 | $1,242 | |
| 5. GOOGLE INC CLASS C SHARES | 2010-12-15 | 2015-04-09 | $2,695 | $1,485 | $1,210 | $1,210 | |
| 20. HOME DEPOT INC. | 2014-02-19 | 2015-04-09 | $2,293 | $1,541 | $752 | $752 | |
| 10. HONEYWELL INTERNATIONAL INC | 2013-06-14 | 2015-04-09 | $1,042 | $785 | $257 | $257 | |
| 20. MACY'S INC | 2013-06-14 | 2015-04-09 | $1,363 | $973 | $390 | $390 | |
| 20. MARATHON PETROLEUM CORP | 2014-03-31 | 2015-04-09 | $1,991 | $1,746 | $245 | $245 | |
| 20. MERCK & CO | 2013-06-14 | 2015-04-09 | $1,148 | $958 | $190 | $190 | |
| 20. NIKE INC | 2013-06-14 | 2015-04-09 | $2,019 | $1,241 | $778 | $778 | |
| 10. PALO ALTO NETWORKS | 2014-09-29 | 2015-04-09 | $1,461 | $992 | $469 | $469 | |
| 20. QUALCOMM INC | 2013-06-14 | 2015-04-09 | $1,375 | $1,234 | $141 | $141 | |
| 20. UNITEDHEALTH GROUP | 2014-09-29 | 2015-04-09 | $2,373 | $1,734 | $639 | $639 | |
| 30. VERIZON COMMUNICATIONS | 2013-06-14 | 2015-04-09 | $1,471 | $1,532 | -$61 | -$61 | |
| 20. EATON CORP PLC | 2012-11-30 | 2015-04-09 | $1,368 | $907 | $461 | $461 | |
| 10. ACE LIMITED | 2013-06-17 | 2015-04-09 | $1,117 | $891 | $226 | $226 | |
| .0137 GOOGLE INC CLASS C SHARES | 2014-09-29 | 2015-05-19 | $7 | $8 | -$1 | -$1 | |
| 10. AMGEN INC. | 2013-10-03 | 2015-07-30 | $1,717 | $1,117 | $600 | $600 | |
| 1070.111 ARTISAN INT'L FUND #661 | 2014-02-21 | 2015-07-30 | $32,831 | $32,253 | $578 | $578 | |
| 150. BROADCOM CORP | 2015-07-30 | $7,715 | $4,446 | $3,269 | $3,269 | ||
| 12. CVS HEALTH CORP | 2013-06-17 | 2015-07-30 | $1,356 | $714 | $642 | $642 | |
| 8. WALT DISNEY COMPANY | 2013-06-17 | 2015-07-30 | $961 | $518 | $443 | $443 | |
| 381.273 FEDERATED INT'L LEADERS FUND | 2014-05-05 | 2015-07-30 | $13,234 | $13,261 | -$27 | -$27 | |
| 11. HONEYWELL INTERNATIONAL INC | 2013-06-14 | 2015-07-30 | $1,160 | $863 | $297 | $297 | |
| 21. JOHNSON & JOHNSON | 2013-06-14 | 2015-07-30 | $2,094 | $1,790 | $304 | $304 | |
| 5. MCKESSON CORP | 2013-06-14 | 2015-07-30 | $1,085 | $572 | $513 | $513 | |
| 39. MICROSOFT CORP | 2013-06-14 | 2015-07-30 | $1,834 | $1,343 | $491 | $491 | |
| 54. MONDELEZ INTERNATIONAL | 2013-01-14 | 2015-07-30 | $2,432 | $1,478 | $954 | $954 | |
| 15. NIKE INC | 2013-06-14 | 2015-07-30 | $1,721 | $931 | $790 | $790 | |
| 7. PALO ALTO NETWORKS | 2014-09-29 | 2015-07-30 | $1,296 | $695 | $601 | $601 | |
| 5. PRECISION CASTPARTS CORP | 2014-09-29 | 2015-07-30 | $979 | $1,186 | -$207 | -$207 | |
| 20. PRECISION CASTPARTS CORP | 2014-02-19 | 2015-07-30 | $3,914 | $5,209 | -$1,295 | -$1,295 | |
| 24. PRUDENTIAL FINANCIAL INC | 2013-06-14 | 2015-07-30 | $2,151 | $1,697 | $454 | $454 | |
| 61. QUALCOMM INC | 2013-06-14 | 2015-07-30 | $3,945 | $3,765 | $180 | $180 | |
| 10. THERMO FISHER SCIENTIFIC | 2014-10-27 | 2015-07-30 | $1,390 | $1,180 | $210 | $210 | |
| 28. US BANCORP | 2013-10-03 | 2015-07-30 | $1,258 | $1,019 | $239 | $239 | |
| 40. WELLS FARGO & CO | 2013-06-14 | 2015-07-30 | $2,322 | $1,612 | $710 | $710 | |
| 2530.851 WESMARK GROWTH FUND #549 | 2015-07-30 | $49,731 | $36,594 | $13,137 | $13,137 | ||
| 1217.352 WESMARK SMALL COMPANY GROWTH FUND | 2015-07-30 | $17,579 | $11,826 | $5,753 | $5,753 | ||
| 32. INVESCO LTD | 2013-06-17 | 2015-07-30 | $1,246 | $1,103 | $143 | $143 | |
| 49. QUALCOMM INC | 2013-06-14 | 2015-12-22 | $2,393 | $3,024 | -$631 | -$631 | |
| 190. QUANTA SERVICES INC | 2013-06-14 | 2015-12-22 | $3,792 | $5,017 | -$1,225 | -$1,225 | |
| CAPITAL GAIN DIVIDENDS | $25,262 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,023 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $83,809 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,220,685 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068657 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,795 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,144,760 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071452 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,843 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,107,640 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072084 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,060 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,136,146 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069586 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,458 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,077,089 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078413 | DistributionYr5Rt |
| Total Distribution | 0.360192 | TotalDistributionRt |
| Average Distribution | 0.072038 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,183,127 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,230 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $746 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,976 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,251 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $746 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $746 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,645 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,355 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,254 | OverpaymentAmt |
| Applied To ES Tax | $748 | AppliedToESTaxAmt |
| Refund | $1,506 | 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 | Yes (true) | 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 |
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 INC | 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 | $2,111 | 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 | $2,387 | 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 | $1,156,242 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,201,144 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,201,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,183,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $746 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $746 | TotalTaxAmt |
| Distributable Before Adj | $58,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,410 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,251 | 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 | $86,251 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $746 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,505 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,332 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,322 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,964 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,420 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $131,044 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,251 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,841 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $158,885 | 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 | $31,332 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $127,553 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,322 | ExcessFromYear4Amt |
| Excess From Year3 | $24,964 | ExcessFromYear3Amt |
| Excess From Year2 | $27,006 | ExcessFromYear2Amt |
| Excess From Year1 | $24,420 | ExcessFromYear1Amt |
| Excess From Current Year | $27,841 | 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 | $83,864 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,864 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,084 | 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 | $65,023 | 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 | $77,110 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,110 | 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 | $550 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PNC FINANCIAL SERVICES GROUP | $3,589 | $4,766 |
| APPLE COMPUTER INC | $1,321 | $5,263 |
| ISHARES RUSSELL MIDCAP GROWTH | $35,376 | $33,183 |
| CHEMOURS CO | $71 | $43 |
| EI DUPONT DENEMOURS & CO | $1,386 | $2,664 |
| EATON CORP | $3,636 | $3,643 |
| GOOGLE INC | ||
| MARATHON PETROLEUM CORP | $3,767 | $4,666 |
| PALO ALTO NETWORKS | $2,282 | $4,051 |
| THERMO FISHER SCIENTIFIC | $3,541 | $4,256 |
| CVS HEALTH CORP | $2,261 | $3,715 |
| CARDINAL HEALTH INC | $4,538 | $5,356 |
| FEDEX CORP | $4,395 | $4,470 |
| GENERAL MILLS | $3,971 | $4,613 |
| AMGEN INC | $3,351 | $4,870 |
| BOEING CO | $3,091 | $4,338 |
| BORGWARNER INC | $4,557 | $4,323 |
| BROADCOM CORP | ||
| CF INDUSTRIES HLDGS | $3,920 | $3,265 |
| CVS CAREMARK | ||
| CHEVRON CORPORATION | $4,858 | $3,598 |
| CONOCOPHILLIPS | $5,936 | $3,268 |
| CONTINENTAL RESOURCES | $4,099 | $2,298 |
| COSTCO WHOLESALE CORP | $3,366 | $4,845 |
| WALT DISNEY COMPANY | $2,720 | $4,413 |
| EQT CORP | $4,531 | $2,867 |
| HAIN CELESTIAL GROUP INC | $4,907 | $2,908 |
| HOME DEPOT INC | $3,063 | $5,290 |
| HONEYWELL INTERNATIONAL INC | $3,060 | $4,039 |
| JOHNSON & JOHNSON | $5,029 | $6,060 |
| MACYS INC | $1,947 | $1,399 |
| MASTERCARD INC CLASS A | $4,351 | $4,868 |
| MCKESSON CORP | $2,862 | $4,931 |
| MERCK & CO | $2,873 | $3,169 |
| MICROSOFT CORP | $3,479 | $5,603 |
| MONDELEZ INTERNATIONAL | $2,628 | $4,305 |
| NIKE INC CLASS B | $2,793 | $5,625 |
| PRUDENTIAL FINANCIAL INC | $3,253 | $3,745 |
| QUALCOMM INC | ||
| QUANTA SERVICES INC | ||
| US BANCORP | $3,348 | $3,926 |
| UNION PACIFIC CORP | $4,728 | $4,692 |
| UNITED TECHNOLOGIES CORP | $3,773 | $3,843 |
| VERIZON COMMUNICATIONS | $4,596 | $4,160 |
| WELLS FARGO & CO | $4,029 | $5,436 |
| CERNER CORP | $12,191 | $12,275 |
| INVESCO LTD | $4,929 | $4,620 |
| ACE LTD | $2,672 | $3,506 |
| UNITEDHEALTH GROUP | $3,468 | $4,706 |
| OCEANEERING INTERNATIONAL INC | ||
| GOOGLE INC CLASS C SHARES | ||
| PETSMART INC | ||
| PRECISION CASTPARTS CORP | ||
| AVAGO TECHNOLOGIES LTD | $5,123 | $5,806 |
| TOLL BROTHERS INC | $4,772 | $3,996 |
| ALPHABET INC CL C | $2,859 | $3,794 |
| ALPHABET INC CL A | $2,676 | $3,890 |
| TEXAS INSTRUMENTS INC | $12,284 | $12,113 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WESMARK GOVERNMENT BOND FUND | AT COST | $278,039 | $277,684 |
| WESMARK GROWTH FUND #549 | AT COST | $190,351 | $293,454 |
| WESMARK SMALL COMPANY GROWTH | AT COST | $101,125 | $164,343 |
| ARTISAN INT'L FUND #661 | AT COST | $18,203 | $17,319 |
| FEDERATED INT'L LEADERS FUND | AT COST | $37,786 | $33,659 |
| ARTISAN MID CAP FUND I #962 | AT COST | $30,911 | $25,206 |
| OAKMARK INTL FUND #109 | AT COST | $18,547 | $16,039 |
| T ROWE PRICE INSTITUTIONAL EME | AT COST | $13,689 | $12,384 |
| PRIMECAP ODYSSEY AGGRESSIVE GR | AT COST | $22,079 | $20,404 |
| TEMPLETON EMERGING MKTS SM/CAP | AT COST | $13,689 | $12,517 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | CategoryTxt |
| Amt | $2,111 | Amt |
| Net Investment Income | $1,056 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,056 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $830 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $112 | $112 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $9 | $9 | $0 |