2025-04-23T14:50:20-04:00 2024-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2024-01-01 202790169 Karl and Mildred Niekamp Charitable Foundation % Thomas C OConnor KARL 3042422300 83 Edgington Lane Wheeling WV 26003 THOMAS C OCONNOR PRESIDENTTRUSTEE 3042337475 2025-02-27 false true ROBERT J KRALL P00051635 3042422300 2025-04-23 X 2024 2025-03-06 01:10:19Z X 4574078 X X 24027 24027 91215 91215 536718 1069430 536718 651960 651960 55508 23124 32384 761 2273 567 1706 58542 23691 34090 167000 167000 225542 23691 201090 426418 628269 0 116737 123007 123007 20993 413508 413508 1262384 1240017 3293508 690000 740000 744055 2090114 2516532 4574078 0 0 X 2090114 2516532 2090114 2516532 2090114 2516532 2090114 426418 2516532 2516532 CERTIFICATE OF DEPOSITS - MATURED P 2022-06-06 2024-09-30 320000 320000 Matthew India LTCG P 425 425 425 Matthew India STCG P 250 250 250 Publically Traded Securities P 748755 212712 536043 536043 536718 8733 0 8733 0 8733 1020 1020 7713 false false false false false false false true true WV true false false false false true Robert J Krall Secretary 3042422300 83 Edgington Lane Wheeling WV 26003 false false false false false false false false false false false false false false false false false false false false false Thomas C OConnor 663 Glenhite Avenue Wheeling WV 26003 Trustee 1.50 15419 0 0 William J Yaeger Jr 83 Edgington Lane Wheeling WV 26003 Trustee 2.00 20044 0 0 Robert J Krall 83 Edgington Lane Wheeling WV 26003 Trustee 1.50 20044 0 0 NONE 0 NONE NA 0 0 3943575 566897 0 4510472 0 0 4510472 67657 4442815 222141 222141 8733 8733 213408 213408 213408 201090 201090 213408 195588 201090 195588 5502 207906 Robert J Krall 83 Edgington Lane Wheeling WV 26003 3042422300 rkrall@hmhy.com ALL APPLICATIONS FOR GRANTS FROM THE FOUNDATION SHOULD BE MADE BY COMPLETING THE KARL AND MILDRED NIEKAMP CHARITABLE FOUNDATION GRANT APPLICATION FORM, WHICH CAN BE OBTAINED BY CONTACTING THE FOUNDATION SECRETARY (SEE PART XV, LINE 2(A)). THE APPLICATION FORM REQUESTS VARIOUS INFORMATION AND MATERIALS, INCLUDING GENERAL INFORMATION RELATING TO THE ORGANIZATION. No GRANTS MADE BY THE FOUNDATION SHALL BE MADE FOR THE ACCOMPLISHMENT OF CHARITABLE PURPOSES; HOWEVER, PREFERENCE SHALL BE AFFORDED TO QUALIFYING ORGANIZATIONS AND USES LOCATED IN MARSHALL COUNTY, WEST VIRGINIA. Wheeling Symphony 1025 Main Street Ste 811 Wheeling WV 26003 NA PC Young Peoples Concert 5000 Simpson United Methodist Church 301 13th St Moundsville WV 26041 NA PC Feeding Body & Soul Kitchen General Operations 6000 Strand Theatre Preservation Society 800 7th Street Moundsville WV 26041 NA PC Fire Curtain Replacement 40000 Cameron High School 811 5th Street Moundsville WV 26041 NA PC Band Student Assistance Fund and AP Tests 42500 Moundsville Middle School 2012 Blue and Gold Rd Cameron WV 26033 NA PC Art Dept Student Assistance Fund Band Uniforms 30000 Central Elementary School 223 Tomlinson Avenue Moundsville WV 26041 NA PC Student Assistance Fund 5000 John Marshall High School 750 Tomlinson Ave Moundsville WV 26041 NA PC Music Department 5000 Moundsville Marshall CO Library 700 5th Street Moundsville WV 26041 NA PC Microfilm Digitization Project 7500 Sherrard Middle School 1000 Fairmont Pike Wheeling WV 26003 na PC Student Assistance Fund 5000 McNinch Primary School 119 Tiger Lane Moundsville WV 26041 na PC Student assistance fund 5000 Marshall County Historical Society 1105 Wheeling Avenue Glen Dale WV 26038 na PC Visitor Cntr RepairsCockayne House Winterization 16000 167000 0 14 48232 14 67010 18 536043 651285 651285 false false false false false false false false false false 400 SHS ABBOTT LABORATORIES 10347 45244 233 SHS ABBVIE 6536 41404 113 SHS AIR PRODUCTS & CHEMICA 6880 32775 272 SHS ALLSTATE 13048 52439 720 SHS ALPHABET INC 26619 137117 578 SHS AMAZON COM INC 17357 126807 220 AMERICAN EXPRESS 11063 65294 233 SHS AMGEN 19678 60729 300 SHS APACHE CORP 16878 6927 1150 APPLE INC 31209 287983 872 SHS APPLIED MATERIALS INC 11565 141651 880 SHS BANK OF AMERICA CORP 10795 38676 350 SHS BHP GROUP LTD 18753 17091 26 SHS BLACKROCK INC 10054 26653 500 SHS BRISTOL MYERS SQUIBB C 23197 28280 225 SHS CARRIER GLOBAL CORP 2299 15359 225 CATERPILLAR INC 9233 81621 545 SHS CVS CAREMARK CORP 16835 24465 892 SHS CISCO SYSTEMS INC 17476 52806 200 CITIGROUP INC 10181 14078 110 SHS CONSTELLATION BRANDS I 1800 24310 166 SHS DOW CHEMICAL CO 5791 6662 350 SHS EXXON MOBIL CORP 19122 37650 169 SHS FEDEX CORP 15323 47545 900 SHS FIRST INDUSTRIAL TR RE 7066 45117 170 SHS INVESCO S&P MIDCAP 400 34267 82311 195 SHS HOME DEPOT INC 6632 75853 552 SHS INTEL CORP 12002 11068 80 SHS INTL FLAVORS & FRAGRANC 10904 6764 175 SHS ISHARES MSCI EMRG MRKT 5671 7319 720 SHS ISHARES TR S&P MIDCAP 35594 89971 1340 SHS ISHARES TR S&P SMALL 38493 154395 1944 SHS ISHARES IBONDS DEC 24 0 0 2730 SHS ISHARES IBONDS DEC 25 70014 68387 2792 SHS ISHARES IBONDS DEC 26 70017 67203 2742 SHS ISHARES IBONDS DEC 27 69956 65698 2520 SHS ISHARES IBONDS DEC 28 69959 62748 295 SHS JOHNSON & JOHNSON 18322 42663 245 SHS JP MORGAN CHASE & CO 9787 58729 450 SHS MASCO CORP 12111 32657 1774620 SHS MATTHEWS INDIA FD 6000 4495 200 SHS MICROSOFT 7126 84300 515 SHS MORGAN STANLEY & CO 21938 64746 24 SHS NABORS INDUSTRIES LTD 0 0 9 SHS NABORS INDUSTRIES WARRAN 0 0 46 SHS ORION OFFICE REIT 949 171 680 SHS PAYCHEX INC 19741 95350 329 SHS PEPSICO INCORPORATED 19720 50028 700 SHS PFIZER INC 19909 18571 460 SHS REALTY INCOME CORP REI 7596 24569 295 SHS SECTOR SPDR S&P REGION 10830 17803 483 SHS SECTOR SPDR TECH SELEC 0 0 100 SHS THERMO FISHER SCNTFC 15834 52023 175 SHS 3M CO 11468 22591 749 SHS TJX COS INC 19153 90487 175 SHS UNION PACIFIC 4314 39907 225 SHS RTX CORP 6787 26037 440 SHS VALERO 8461 53940 202 SHS VANGUARD 0 0 1519 SHS VESTA WIND SYSTEMS 8442 20518 222 SHS VISA INC CL A 3772 70161 200 SHS WALT DISNEY 19384 22270 1680 SHS WEYERHAEUSER CO REIT 41335 47292 126 SHS WOODSIDE ENERGY GRP F 0 0 307 SHS ATT 6014 6990 39 SHS BOEING CO 6837 6903 64 SHS CONOCOPHILLIPS 7003 6347 16 SHS COSTCO 13351 14660 26 SHS DANAHER CORP 6948 5968 84 SHS DUPONT DE NEMOURS INC 6865 6405 11 SHS ELI LILLY & CO 9221 8492 54 SHS EXPEDIA GROUP 6989 10062 130 SHS FREEPORT-MCMORAN INC 6904 4950 41 SHS GE AEROSPACE 6831 6838 86 SHS GE HEALTHCARE TECH 6822 6723 38 SHS GE VERONA 6748 12499 14 SHS GOLDMAN SACHS 6469 8017 62 SHS L3 HARRIS TECHNOLOGIES 13853 13037 26 SHS MCDONALDS CORP 7033 7537 119 SHS MEDTRONICS 9761 9506 27 SHS META PLATFORMS INC 13518 15809 120 SHS NVIDIA CORP 13730 16115 42 SHS PROCTER 7 GAMBLE CO 6831 7041 25 SHS SALESFORCE 6763 8358 43 SHS SOLVENTUM CORP 2071 2841 207 SHS WALMART 13862 18702 CAPITAL ONE BANK 2.5% 0 0 SYNCHRONY BANK 3.3% 10000 9948 State Bank of India 4.55% 10000 10201 American Express 3.85% 25000 24949 GOLDMAN SACHS 0.25% 0 0 CUSTOMERS BANK 3.2% 0 0 FVC BANK 4.3% 15000 15022 Cross River 4.6% 15000 15132 BMW Bank of North 3.8% 25000 24872 MORGAN STANLEY 2.8% 0 0 BMO HARRIS BANK 2.8% 0 0 DISCOVER BANK 4.9% 10000 10266 Bank of China 5.15% 25000 25034 Merrick Bank 3.8% 50000 49723 SYNCHRONY BANK 3.3% CD 0 0 DISCOVER BANK 3.3% 0 0 CIBC Bank 4.5% 25000 25446 Texas Heritage Bank 4.35% 10000 10019 UBS Bank 4.55% 25000 25371 FIRST NTNL BANK 3.15% 0 0 DISCOVER BANK 4.95% 10000 10069 United Fidelity 4.5% 15000 15289 UBS Bank 4.0% 10000 10029 SALLIE MAY BANK 1.7% 0 0 CAPITAL ONE 3.85% 25000 24934 United Fidelity 4.7% 10000 10199 Texas Exchange Bank 4.1% 25000 25165 SYNCHRONY BANK 2.3% 0 0 DISCOVER BANK 4.95% 10000 10179 Wells Fargo Bank 5.05% 10000 10059 Morgan Stanley 4.35% 25000 25388 MORGAN STANLEY 2.9% 0 0 UNIVERSITY BANK 4.15% 15000 15066 North East Bank 4.85% 10000 10001 Morgan Stanley 3.8% 20000 19865 UBS BANK 3.2% 0 0 FORBRIGHT BANK 4% 15000 15042 Wells Fargo Bank 5.05% 10000 10053 Sallie Mae Bank 4.05% 50000 50207 FIRST INTERNET 3.9% 0 0 CIBC Bank 4.65% 25000 25183 Bank of America 4.85% 25000 25214 MORGAN STANLEY 3.15% 10000 9959 Cross River Bank 4.7% 15000 15238 Morgan Stanley Bank 4.05% 25000 25041 CAPITAL ONE 3% 25000 24867 Medallion Bank 4.75% 10000 10118 UBS Bank 4.7% 25000 25421 FIRST INTERNET BANK 4% 25000 24970 UBS Bank 4.55% 25000 25376 Texas Exchange Bank 4.1% 25000 25140 Philadelphia Insurance CO D&O 830 0 0 830 Membership Dues 830 0 0 830 ADR Fees 10 10 0 0 Postage 21 0 0 21 Investment software 557 557 0 0 WV Annual Report Fee 25 0 0 25 Excise tax 761 0 0 0