2024-02-21T15:57:20-05:00 2023-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2023-01-01 454168812 Raymond A & Gertrude D Hyer Foundation RAYM 83 Edgington Lane Wheeling WV 26003 Robert J Krall TrusteeSecty & 3042422300 2024-02-10 true Robert Krall XXX-XX-XXXX true Robert J Krall P00051635 3042422300 2024-02-21 X 2 11 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 34157618 X X 80602 80602 765231 765231 -9234 3684667 836599 845833 363052 115877 247175 14837 4266 2138 2128 382155 118015 249303 1385000 1385000 1767155 118015 1634303 -930556 727818 0 1268943 1398131 1398131 913964 848752 848752 15142728 14043196 26208285 5595000 5700000 5702450 22920635 21990079 34157618 0 0 X 22920635 21990079 22920635 21990079 22920635 21990079 22920635 -930556 21990079 21990079 43015shs ISHARES IBONDS 2023 P 2022-01-01 2023-12-31 1089667 1099560 -9893 -9893 Certificates of Deposits Matured P 2022-01-01 2023-12-31 2595000 2595000 -9234 10117 0 10117 0 10117 16000 16000 5883 5883 false false false false false false false true true WV true false false false false true THE FOUNDATION 3042422300 83 EDGINGTON LANE Wheeling WV 26003 false false false true true false false false false false false false false false false false false false false false false false William J Yaeger Jr 83 Edgington Lane Wheeling WV 26003 Trustee 2.50 121018 0 0 Robert J Krall 83 Edgington Lane Wheeling WV 26003 Trustee 2.00 121017 0 0 Holly S Planinsic 83 Edgington Lane Wheeling WV 26003 Trustee 2.00 121017 0 0 Robert P Fitzsimmons 83 Edgington Lane Wheeling WV 26003 Trustee 0.50 0 0 0 NONE 0 NONE 30990186 2141784 0 33131970 0 33131970 496980 32634990 1631750 1631750 10117 10117 1621633 1621633 1621633 1634303 1634303 1621633 1634078 1634303 1634078 225 1621408 Robert J Krall 83 Edgington Lane Wheeling WV 26003 3042422300 rkrall@hmhy.com ALL APPLICATIONS FOR GRANTS SHOULD BE MADE BY COMPLETING THE FOUNDATION GRANT APPLICATION FORM. THE APPLICATION FORM REQUESTS VARIOUS INFORMATION AND MATERIALS, INCLUDING GENERAL INFORMATION ABOUT THE OPERATIONS AND EXEMPT STATUS OF THE ORGANIZATION AND REGARDING THE PURPOSE AND USE OF REQUESTED GRANT. none GRANTS ARE LIMITED TO CHARITABLE PURPOSES IN THE US; HOWEVER, PREFERENCE IS AFFORDED TO OHIO COUNTY, WV, AND ITS CONTIGUOUS COUNTIES. IN ADDITION, SPECIAL ONSIDERATION IS GIVEN TO THE EDUCATION OF CHILDREN, HEALTH CARE FOR THE COMMUNITY AND THE NEEDS OF THE POOR AND INFIRM. MADISON ELEMENTARY SCHOOL 91 ZANE ST Wheeling WV 26003 NA PC ANCHOR PROGRAM 45000 OGLEBAY FOUNDATION 255 MANSION DR Wheeling WV 26003 NA PC SKI SLOPE SNOW GROOMER AND YOUTH COORD 110000 KINGS DAUGHTERS CHILD CARE CENTER 61 13TH ST Wheeling WV 26003 NA PC CONSTRUCTION PROJECT STAFF RETENTION 295000 WHEELING HEALTH RIGHT INC 61 29TH ST Wheeling WV 26003 NA PC PAY OFF MORTGAGE 275000 WHEELING CENTRAL CATHOLIC HIGH SCH 75 14TH ST Wheeling WV 26003 NA PC SCHOLARSHIP STEM COORD PROJECTS 200000 SHRINERS CHILDREN HOSPITALS 1 CHILDRENS PLAZA 2 WEST Dayton OH 45404 NA PC GENERAL PURPOSES 10000 WHEELING HEALTH RIGHT INC 61 29TH ST Wheeling WV 26003 NA PC MOBILE MEDICAL UNIT 250000 HOUSE OF THE CARPENTER 200 S FRONT ST Wheeling WV 26003 NA PC GENERAL PURPOSES 100000 UNITY CENTER 4850 EOFF STREET Wheeling WV 26003 NA PC GENERAL OPERATIONS 20000 OHIO COUNTY LIBRARY 52 16TH STREET Wheeling WV 26003 NA PC GENERAL PURPOSES 25000 SOCIETY OF ST VINCENT DE PAUL 2244 MARSHALL AVENUE Wheeling WV 26003 NA PC GENERAL OPERATIONS 10000 SOUP KITCHEN OF GREATER WHEELING 1610 EOFF STREET Wheeling WV 26003 NA PC GENERAL OPERATIONS 45000 1385000 0 14 80602 14 765231 18 -9234 836599 836599 false false false false false false false false false false 1301 SHS AT&T 36894 21831 1200 SHS ABBOTT LABORATORIES 45111 132084 1200 SHS ABBVIE INC 68544 185964 1500 SHS ALPHABET INC A 55834 209535 2400 SHS ALPHABET INC C 119485 338232 2880 SHS AMAZON COM INC 137861 437587 1080 SHS AMERICAN EXPRESS 50128 202327 1200 SHS AMGEN INCORPORATED 69786 345624 2100 SHS APACHE CORP 174936 75348 6080 SHS APPLE INC 216974 1170582 548 SHS AVALONBAY CMNTYS INC 78897 102597 5554 SHS BANK OF AMERICA CORP 114521 187003 1700 SHS BHP BILLITON LTD 128698 116127 150 SHS BLACKROCK INC 58645 121770 1210 SHS BOEING CON 168421 315399 5210 SHS BRISTOL MYERS SQUIBB 246948 267325 1550 SHS CARRIER GLOBAL CORP 25304 89048 1040 SHS CATERPILLAR INC 107867 307497 8600 SHS CISCO SYSTEMS INC 231816 434472 1712 SHS CITIGROUP INC 104383 88065 320 SHS COMCAST CORP 11554 14032 2000 SHS CONOCOPHILLIPS 116064 232140 600 SHS DEVON ENERGY 41871 27180 2430 SHS DISNEY 150612 219405 13805855 SHS DODGE & COX INTL 519278 678696 1000 SHS EMERSON ELECTRIC 44077 97330 2564 SHS EQT CORP 67456 99124 2051 SHS EQUITRANS MIDSTREAM C 60734 20879 4149 SHS EXXON MOBIL 323432 414817 268 SHS FEDEX CORP 66845 67796 4000 SHS FIFTH THIRD BANK 118373 137960 1800 SHS FREEPORT MCMORAN COPP 100295 76626 470 SHS GOLDMAN SACHS GROUP IN 103271 181312 1200 SHS HEALTHPEAK PPTYS INC 35239 23760 2836 SHS HERSHEY CO 269847 528744 1632 SHS HOME DEPOT INC 53473 565570 1800 SHS INTEL CORP 56331 90450 3611 SHS INVESCO S&P MIDCAP400 444350 744873 43015 SHS ISHARES IBONDS DEC23 0 0 35168 SHS ISHARES IBONDS DEC24 899376 876035 27264 SHS ISHARES IBONDS DEC25 699060 675057 24822 SHS ISHARES IBONDS DEC26 629871 593246 24386 SHS ISHARES IBONDS DEC27 629919 583557 22780 SHS ISHARES IBONDS DEC28 629943 571550 12905 SHS ISHARES MSCI EMRG MR 570121 518910 10660 SHSISHARES S&P MIDCAP400 585818 1215666 6300 SHS ISHARES CORE S&P SMAL 410457 681975 246 SHS INTERNATIONAL PAPER CO 12061 8893 270 SHS INTL FLAVORS & FRGRANC 37128 21862 600 SHS JOHNSON & JOHNSON 38450 94044 2100 SHS JP MORGAN CHASE 120132 357210 800 SHS LILLY ELI & CO 63328 466336 1034 SHS LINDE PLC 169007 424674 5700 SHS MASCO CORP 112904 381786 215703 SHS MATTHEWS INDIA FUN 63361 56881 2400 SHS MEDTRONIC INC 186350 197712 500 SHS META PLATFORMS INC 96505 176980 4562 SHS MICROSOFT INC 215466 1715494 800 SHS 3M COMPANY 127112 87456 1700 SHS ORACLE CORP 82871 179231 243 SHS ORION OFFICE REIT 5012 1390 4600 SHS PAYCHEX INC 167842 547906 2732 SHS PEPSICO INCORPORATED 236563 464003 12862 SHS PFIZER 243282 370297 650 shs phillips 66 39252 86541 2036 SHS PRCTOR & GAMBLE 136030 298355 1550 SHS RAYTHEON TECH UNITED 74694 130417 2431 SHS REALTY INCOME CORP 83102 139588 1100 SHS SCHLUMBERGER LTD 76148 57244 2524 SHS SPDR FUND CONSUMER 217152 451316 4125 SHS SECTOR SPRD TECH SELE 232035 793980 1565 SHS SERVICE PPTYS TR 38710 13365 22 SHS SYLVAMO CORP 673 1080 150 SHS SIMON PPTY GROUP 23622 21396 5145 SHS SPDR S&P REGIONAL BAN 205875 269752 1600 SHS THE COCA COLA CO 61934 94288 300 SHS THERMO FISHER SCNTFC 47643 159237 9640 SHS TJX COS INC 207745 904328 1654 SHS TRAVELERS COMPANIES I 120999 315070 749 SHS UNION PACIFIC CORP 24206 183969 1514 SHS VANGUARD INFO TECHNLO 123654 732776 1265 SHS VISA INC 23706 329343 2300 SHS WALGREEN COMPANY 88922 60053 500 SHS WALMART INC 42115 78825 7360 SHS WEYERHAEUSER CO 192902 255907 541 SHS ZIMMER HOLDINGS INC 42450 65840 522 SHS DOW INC 24379 28626 314 SHS WARNER BROS DISCOVER 11413 3573 614 SHS WOODSIDE ENERGY GROUP 13213 12949 54 SHS ZIMVIE INC 1001 959 617 SHS PROLOGIS INC 33527 82246 POPULAR BANK 4.85% 200000 200100 50K SALLIE MAE BANK CD 0.55% 50000 48729 100K CROSS RIV BK TEA 4.35% 0 0 200K SYNOVUS BANK 1% 0 0 50K BMO HARRIS BANK 2.8% 50000 49471 100K UNIVERSITY BANK 4.15% 100000 99465 STATE BANK OF INDIA 4.85% 100000 102930 50K BMW BANK OF NORTHCD .15% 0 0 50K STATE BANK OF IND 0.4% 0 0 100K HATCH BANK 3.5% 0 0 100K CHARLES SCHWAB 4.75% 0 0 100K BLUE FOUNDRY BANK 4.7% 100000 99788 100K CAPITAL ONE 3.9% 100000 98843 STATE BANK 4.95% 100000 100335 225K SYNCHRONY BANK CD 3.3% 225000 224573 50K PACIFIC PREMIER B 1.9% 0 0 100K LUTHER BURBANK S 3.75% 0 0 50K CAPITAL ONE BANK 3.15% 50000 49438 100K FORBRIGHT BANK 4% 100000 99407 bARCLAYS bANK 5.0% 200000 196790 50K UBS BANK USA CD 0.25% 0 0 50K BANKUNITED INC 1.3% 0 0 150K FIRST NNL BANK 1.9% 0 0 75K AMERICAN EXPRESS 3.3% 75000 74148 AVAILA BANK 5.05% 100000 101796 100K GOLDMAN SACHS CD 2.8% 100000 99310 50K UBS BANK USA CD 0.65% 50000 48261 50K TOYOTA FINL SAVI 2.55% 0 0 100K SANDY SPRING BAN 2.35% 0 0 100K WELLS FARGO & CO 3.75% 100000 99050 CELTIC BANK 4.7% 100000 100952 100K GOLDMAN SACHS BANK CD 2.75% 100000 99084 THE STATE BANK 4.7% 100000 100600 100K FIRST NTL BANK 1.4% 0 0 100K MANUFACTURERS & T 4.8% 0 0 100K FIRST FOUNDATION 4.5% 100000 99541 UBS BANK 4.55% 200000 201820 50K GOLDMAN SACHS BANK CD 3.05% 0 0 50K WELLS FARGO BANK CD 2.8% 50000 49582 75K BERKSHIRE BK PITT 2.8% 0 0 50K THE DART BANK 2.5% 0 0 100K MORGAN STANLEY 3.15% 100000 97790 FIRST FOUNDATION 4.55% 100000 100869 70K GOLDMAN SACHS BANK CD 3.1% 0 0 SOUTHERN BANK 4.75% 200000 201691 100K UBS BANK USA 2% 0 0 50K BMW BANK OF NORT 2.85% 50000 49942 50K CAPITAL ONE BANK 3% 50000 48759 PROVIDENCE BANK 4.6% 200000 202575 225K GOLDMAN SACHS BANK CD 3.3% 225000 224573 150K PACIFIC WESTERN 0.95% 0 0 50K WEX BANK 2.2% 0 0 75K CUSTOMERS BANK 3.2% 75000 74777 50K CAPITAL ONE 3.3% 50000 48912 SPIRITBANK 4.9% 100000 102495 SECURITY FIRST 5.25% 100000 100979 50K TOYOTA FINL SAVING 2.25% 0 0 100K HATCH BANK 3.6% 0 0 200K SALLIE MAE BANK 1.7% 200000 198908 100K FNB OF MCGREGOR 3.7% 100000 98418 CELTIC BANK CORP 150000 152334 BANK OF AMERICA 5.05% 100000 100772 75K STATE BANK OF IN 2.75% 0 0 100K HOMESTREET BANK 4.65% 0 0 100K WELLS FARGO & CO 3.7% 100000 99617 200K DISCOVER BANK 4.95% 200000 201121 CIBC BANK USA 4.5% 200000 202572 50K MORGAN STANLEY CD 2.75% 50000 49582 100K BANK BARODA NEW 1.55% 0 0 50K BEAL BANK USA 2.65% 0 0 150K AMERICAN EXPRESS 2.25% 150000 148685 100K UNIVERSITY BANK 4.3% 100000 99475 UNITED FIDELITY 4.5% 100000 101479 MEDALLION BANK 4.5% 200000 200142 200K BARCLAYS BANK DE 0.85% 0 0 75K BEAL BANK USA 3% 0 0 100K MORGAN STANLEY PR 2.9% 100000 99111 50K DISCOVER BANK 4.85% 50000 50627 PARK STATE BANK 4.4% 200000 202232 Membership dues 815 0 0 815 ADR Fees 76 76 0 0 Insurance 1257 0 0 1257 WV annual report 25 0 0 25 Software 2062 2062 0 0 Postage 31 0 0 31 2021 tax due 0 0 0 0 Estimated Taxes 14837 0 0 0