2026-02-28T09:42:26-06:00 2025-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2025-01-01 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 ROBERT J KRALL P00051635 3042422300 2026-02-28 X 2025 2025-03-06 01:10:19Z X 5007821 X X 13160 13160 99883 99883 -1389 208625 111654 113043 61086 25453 35633 16480 34 2129 398 1731 79695 25885 37364 175000 175000 254695 25885 212364 -143041 87158 0 123007 111850 111850 413508 191638 191638 1240017 1170003 3794956 740000 900000 909377 2516532 2373491 5007821 0 0 X 2516532 2373491 2516532 2373491 2516532 2373491 2516532 -143041 2373491 2373491 Certificates of Deposit P 2022-09-15 2025-12-22 140000 140000 Ishares Ibond Dec 2025 P 2019-06-25 2025-12-18 68625 70014 -1389 -1389 -1389 1211 0 1211 0 1211 8733 8733 7522 2522 5000 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 false Thomas C OConnor 663 Glenhite Avenue Wheeling WV 26003 Trustee 1.50 16968 0 0 William J Yaeger Jr 83 Edgington Lane Wheeling WV 26003 Trustee 2.00 22059 0 0 Robert J Krall 83 Edgington Lane Wheeling WV 26003 Trustee 1.50 22058 0 0 NONE 0 NONE NA 0 0 4311665 373264 0 4684929 0 0 4684929 70274 4614655 230733 230733 1211 1211 229522 229522 229522 212364 212364 229522 207906 212364 207906 4458 225064 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 15000 Strand Theatre Preservation Society 800 7th Street Moundsville WV 26041 NA PC Fire Curtain Replacement 51500 Cameron High School 811 5th Street Moundsville WV 26041 NA PC Student Assistance Fund and AP Tests 20000 Center McMechen Elementary 800 Marshall Street Mcmechen WV 26040 NA PC Student Assistance Fund 5000 John Marshall High School 750 Tomlinson Ave Moundsville WV 26041 NA PC Monarch Tidings Performance 10000 Moundsville Marshall CO Library 700 5th Street Moundsville WV 26041 NA PC Microfilm Digitization Project and computers 38500 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 Center RepairsCockayne House 20000 175000 0 14 13160 14 99883 18 -1389 111654 111654 false false false false false false false false false false 400 SHS ABBOTT LABORATORIES 10347 50116 233 SHS ABBVIE 6536 53238 113 SHS AIR PRODUCTS & CHEMICA 6880 27913 272 SHS ALLSTATE 13048 56617 720 SHS ALPHABET INC 26619 225936 578 SHS AMAZON COM INC 17357 133414 220 AMERICAN EXPRESS 11063 81389 233 SHS AMGEN 19678 76263 300 SHS APACHE CORP 16878 7338 1150 APPLE INC 31209 312639 872 SHS APPLIED MATERIALS INC 11565 223838 880 SHS BANK OF AMERICA CORP 10795 48400 350 SHS BHP GROUP LTD 18753 21130 26 SHS BLACKROCK INC 10054 27829 500 SHS BRISTOL MYERS SQUIBB C 23197 26970 225 SHS CARRIER GLOBAL CORP 2299 11889 225 CATERPILLAR INC 9233 128896 545 SHS CVS CAREMARK CORP 16835 43251 892 SHS CISCO SYSTEMS INC 17476 68711 200 CITIGROUP INC 10181 23338 110 SHS CONSTELLATION BRANDS I 1800 15176 166 SHS DOW CHEMICAL CO 5791 3881 350 SHS EXXON MOBIL CORP 19122 42119 169 SHS FEDEX CORP 15323 48817 900 SHS FIRST INDUSTRIAL TR RE 7066 51543 170 SHS INVESCO S&P MIDCAP 400 34267 89140 195 SHS HOME DEPOT INC 6632 67100 552 SHS INTEL CORP 12002 20369 80 SHS INTL FLAVORS & FRAGRANC 10904 5391 175 SHS ISHARES MSCI EMRG MRKT 5671 9574 720 SHS ISHARES TR S&P MIDCAP 35594 94745 1340 SHS ISHARES TR S&P SMALL 38493 161041 2730 SHS ISHARES IBONDS DEC 25 0 0 2792 SHS ISHARES IBONDS DEC 26 70017 67650 2742 SHS ISHARES IBONDS DEC 27 69956 66576 2520 SHS ISHARES IBONDS DEC 28 69959 64147 295 SHS JOHNSON & JOHNSON 18322 61050 245 SHS JP MORGAN CHASE & CO 9787 78944 450 SHS MASCO CORP 12111 28557 1774620 SHS MATTHEWS INDIA FD 6000 4272 200 SHS MICROSOFT 7126 96724 515 SHS MORGAN STANLEY & CO 21938 91428 46 SHS ORION OFFICE REIT 949 104 680 SHS PAYCHEX INC 19741 76282 329 SHS PEPSICO INCORPORATED 19720 47218 700 SHS PFIZER INC 19909 17430 460 SHS REALTY INCOME CORP REI 7596 25930 295 SHS SECTOR SPDR S&P REGION 10830 19119 100 SHS THERMO FISHER SCNTFC 15834 57945 175 SHS 3M CO 11468 28018 749 SHS TJX COS INC 19153 115054 175 SHS UNION PACIFIC 4314 40481 225 SHS RTX CORP 6787 41265 440 SHS VALERO 8461 71628 1519 SHS VESTA WIND SYSTEMS 8442 40633 222 SHS VISA INC CL A 3772 77858 200 SHS WALT DISNEY 19384 22754 1680 SHS WEYERHAEUSER CO REIT 41335 39799 307 SHS ATT 6014 7626 39 SHS BOEING CO 6837 8468 64 SHS CONOCOPHILLIPS 7003 5991 16 SHS COSTCO 13351 13797 26 SHS DANAHER CORP 6948 5952 84 SHS DUPONT DE NEMOURS INC 2822 3377 11 SHS ELI LILLY & CO 9221 11821 54 SHS EXPEDIA GROUP 6989 15299 130 SHS FREEPORT-MCMORAN INC 6904 6603 41 SHS GE AEROSPACE 6831 12629 86 SHS GE HEALTHCARE TECH 6822 7054 38 SHS GE VERONA 6748 24836 14 SHS GOLDMAN SACHS 6469 12306 62 SHS L3 HARRIS TECHNOLOGIES 13853 18201 26 SHS MCDONALDS CORP 7033 7946 119 SHS MEDTRONICS 9761 11431 27 SHS META PLATFORMS INC 13518 17822 120 SHS NVIDIA CORP 13730 22380 42 SHS PROCTER & GAMBLE CO 6831 6019 25 SHS SALESFORCE 6763 6623 43 SHS SOLVENTUM CORP 2071 3407 207 SHS WALMART 13862 23062 42 SHS QNITY ELECTRONICS 4043 3429 MORGAN STANLEY 4.1% 50000 50700 MORGAN STANLEY 4.30% 50000 51159 MORGAN STANLEY 4.05% 50000 50656 GOLDMAN SACHS 3.6% 25000 24862 MORGAN STANLEY 3.15% 0 0 CAPITAL ONE 3% 0 0 SYNCHRONY BANK 3.3% 0 0 FIRST INTERNET BANK 4% 0 0 DISCOVER BANK 4.95% 0 0 FVC BANK 4.3% 0 0 CAPITAL ONE 3.85% 25000 25023 DISCOVER BANK 4.95% Capital One 10000 10106 UNIVERSITY BANK 4.15% 15000 15066 DISCOVER BANK 4.9% Capital One 10000 10232 FORBRIGHT BANK 4% 15000 15108 CIBC Bank 4.5% 25000 25492 CIBC Bank 4.65% 25000 25088 Cross River Bank 4.7% 15000 15072 Medallion Bank 4.75% 10000 10066 State Bank of India 4.55% 10000 10224 UBS Bank 4.55% 25000 25307 United Fidelity 4.5% 15000 15317 Cross River 4.6% 15000 15206 United Fidelity 4.7% 10000 10170 Wells Fargo Bank 5.05% 0 0 North East Bank 4.85% 0 0 Bank of China 5.15% 0 0 Wells Fargo Bank 4.2% 10000 10055 Texas Heritage Bank 4.35% 10000 10004 Bank of America 4.85% 25000 25062 Morgan Stanley Bank 4.05% 25000 25075 UBS Bank 4.7% 25000 25314 American Express 3.85% 25000 25091 Texas Exchange Bank 4.1% 25000 25233 UBS Bank 4.0% 10000 10076 BMW Bank of North 3.8% 25000 25109 Texas Exchange Bank 4.1% 25000 25333 Morgan Stanley 4.35% 25000 25521 Morgan Stanley 3.8% 20000 20063 Merrick Bank 3.8% 50000 50190 Sallie Mae Bank 4.05% 50000 50585 UBS Bank 4.4% 25000 25421 Morgan Stanley 4.3% 50000 50990 BMW Bank of North 3.65% 25000 24951 State bank of India 3.95% 50000 50450 Philadelphia Insurance CO D&O 830 0 0 830 Membership Dues 850 0 0 850 Postage 26 0 0 26 ADR Fees 10 10 0 0 Investment software 388 388 0 0 WV Annual Report Fee 25 0 0 25 2025 Estimated Excise tax 8733 0 0 0 2024 Tax due 7713 0 0 0 Foreign Tax 34 34 0 0