2023-05-13T12:26:11-04:00 2022-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2022-01-01 454168812 Raymond A & Gertrude D Hyer Foundation RAYM 83 Edgington Lane Wheeling WV 26003 Robert J Krall TrusteeSecty & 3042422300 2023-05-12 true Robert Krall XXX-XX-XXXX Robert J Krall P00051635 3042422300 2023-05-13 X 0 11 AAL2 IAL1 2022 2023-04-26 12:10:37Z X 31757846 X 5 X 16443 16443 608145 608145 646582 7007203 646582 1271175 1271170 388890 121948 266942 18683 5693 3572 2121 413266 125520 269063 1455000 1455000 1868266 125520 1724063 -597091 1145650 0 985977 1268943 1268943 1259006 913964 913964 19292743 15142728 24060524 1980000 5595000 5514415 23517726 22920635 31757846 0 0 X 23517726 22920635 23517726 22920635 23517726 22920635 23517726 -597091 22920635 22920635 50000 shs First Merchants 285 P 2014-01-28 2022-01-31 50000 50000 60000 shs First Merchants 285 P 2014-01-28 2022-01-31 60000 60000 3750 shs SPDR Technology Select P 2013-08-14 2022-02-14 579219 121462 457757 957 shs Vanguard Info Technology P 2013-08-14 2022-02-14 389297 75837 313460 100000 hs Morgan Stanley 28 P 2019-02-14 2022-02-22 100000 100000 100000 shs Wells Fargo & Co 28 P 2019-02-13 2022-02-28 100000 100000 100000 shs Wells fargo & Co 28 P 2019-02-14 2022-02-28 100000 100000 01 shs Zimvie Inc cash in lieu P 2011-04-09 2022-03-01 2 1 1 9665 shs Vanguard Short Term Corp P 2021-06-24 2022-04-07 750032 798513 -48481 0734 Warner Brothers Discover P 2018-03-11 2022-04-11 20 26 -6 200000 shs Morgan Stanley 26 P 2019-04-04 2022-04-11 200000 200000 100000 shs Comenity Capital 255 P 2019-05-06 2022-05-16 100000 100000 100000 shs Banesco USA 005 P 2021-05-18 2022-05-27 100000 100000 3904 shs Vanguard Short Term Corp P 2021-10-13 2022-06-06 300113 320674 -20561 0380 shs Woodside Energy Group P 2009-12-03 2022-06-06 9 9 200000 shs Beal Bank 02 P 2022-03-02 2022-06-01 200000 200000 4881814 shs Vanguard Short Term C P 2021-10-13 2022-07-12 373067 400510 -27443 50000 shs Washington Trust 01 P 2021-07-26 2022-07-26 50000 50000 XXX-XX-XXXX shs Vanguard Ultra Shor P 2021-05-11 2022-08-08 1481167 1509001 -27834 100000 shs Discover Bank 08 P 2022-05-18 2022-08-16 100000 100000 200000 shs Bank of China 045 P 2022-02-16 2022-08-25 200000 200000 50000 shs Citizens Bank 125 P 2022-06-06 2022-09-15 50000 50000 50000 shs Live Oak Banking 015 P 2021-10-13 2022-10-18 50000 50000 50000 shs Beal Bank 08 P 2022-04-20 2022-10-19 50000 50000 100000 shs Pacific Wester 08 P 2022-04-20 2022-10-20 100000 100000 50000 shs Silvergate Bank 20 P 2022-07-13 2022-10-20 50000 50000 0 shs Prologis Cash In Lieu P 2018-03-15 2022-10-04 53 53 75000 shs Bank of the West 24 P 2022-08-09 2022-11-17 75000 75000 100000 shs Bank of Hope 115 P 2022-05-18 2022-11-18 100000 100000 200000 shs Bank of India 55 P 2022-02-16 2022-11-30 200000 200000 50000 shs Citizens Bank 155 P 2022-06-06 2022-12-15 50000 50000 100000 shs Old Dominion 315 P 2022-09-14 2022-12-23 100000 100000 37582 shs Ishares Ibonds Final Dis P 2019-06-21 2022-12-21 941933 949597 -7664 Matthew India fund LTCG P 7229 7229 Matthew India Fund STCG P 62 62 646582 -96423 15925 0 15925 0 15925 17088 17088 1163 1163 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 129630 0 0 Robert J Krall 83 Edgington Lane Wheeling WV 26003 Trustee 2.00 129630 0 0 Holly S Planinsic 83 Edgington Lane Wheeling WV 26003 Trustee 2.00 129630 0 0 Robert P Fitzsimmons 83 Edgington Lane Wheeling WV 26003 Trustee 0.50 0 0 0 NONE 0 NONE 31759593 1899589 0 33659182 0 33659182 504888 33154294 1657715 1657715 15925 15925 1641790 1641790 1641790 1724063 1724063 1641790 1716351 1724063 1716351 7712 1634078 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. YOUTH SERVICES SYSTEM 87 15TH ST Wheeling WV 26003 NA PC WINTER FREEZE SHELTER 10000 CITY OF WHEELING 1500 CHAPLINE ST Wheeling WV 26003 NA PC DOG PARK 35000 MADISON ELEMENTARY SCHOOL 91 ZANE ST Wheeling WV 26003 NA PC ANCHOR PROGRAM 51000 OGLEBAY FOUNDATION 255 MANSION DR Wheeling WV 26003 NA PC WELLNESS TRAIL 150000 KINGS DAUGHTERS CHILD CARE CENTER 61 13TH ST Wheeling WV 26003 NA PC BURNS HOUSE DEMOLITION 315000 THE SEEING HAND ASSOCIATION 750 MAIN ST Wheeling WV 26003 NA PC GENERAL PURPOSES 10000 WHEELING HEALTH RIGHT INC 61 29TH ST Wheeling WV 26003 NA PC GENERATOR & MISC 200000 CENTRAL CATHOLIC HIGH SCHOOL 75 14TH ST Wheeling WV 26003 NA PC STEM COORDINATOR 200000 ST VINCENT DEPAUL CATHOLIC SCHOOL 2244 MARSHALL AVE Wheeling WV 26003 NA PC HANDICAP ENTRANCE & SECURITY SYSTEM 60000 HOH SHARE INC 15TH ST Wheeling WV 26003 NA PC GENERAL PURPOSES 45000 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 120000 HELPING HEROES INC 44 16TH ST Wheeling WV 26003 NA PC BUILDING REHABILITATION PROJECT 100000 LAUGHLIN MEMORIAL CHAPEL 129 18TH ST 3703 Wheeling WV 26003 NA PC GENERAL PURPOSES 20000 GOODWILL INDUSTRIES 1211 WARWOOD AVE Wheeling WV 26003 NA PC TRANSITIONAL SERVICE PROGRAM 50000 FRIENDS OF WHEELING 921 MAIN ST Wheeling WV 26003 NA PC GENERAL PURPOSES 10000 FAITH IN ACTION CAREGIVERS 2350 MAIN ST 2 Wheeling WV 26003 NA PC GENERAL PURPOSES 4000 HOUSE OF THE CARPENTER 200 S FRONT ST Wheeling WV 26003 NA PC GENERAL PURPOSES 15000 1405000 0 14 16443 14 608145 18 646582 1271170 1271170 false false false false false false false false false false 1301 SHS AT&T 36984 23951 1200 SHS ABBOTT LABORATORIES 45111 131748 1200 SHS ABBVIE INC 68544 193932 1500 SHS ALPHABET INC A 55834 132345 2400 SHS ALPHABET INC C 119485 212952 2880 SHS AMAZON COM INC 137861 241920 1080 SHS AMERICAN EXPRESS 50128 159570 1200 SHS AMGEN INCORPORATED 69786 315168 2100 SHS APACHE CORP 174936 98028 6080 SHS APPLE INC 216974 789974 548 SHS AVALONBAY CMNTYS INC 78897 88513 5554 SHS BANK OF AMERICA CORP 114521 183948 1700 SHS BHP BILLITON LTD 128698 105485 150 SHS BLACKROCK INC 58645 106295 1210 SHS BOEING CON 168421 230493 5210 SHS BRISTOL MYERS SQUIBB 246948 374860 1550 SHS CARRIER GLOBAL CORP 25304 63938 1040 SHS CATERPILLAR INC 107867 249142 8600 SHS CISCO SYSTEMS INC 231816 409704 1712 SHS CITIGROUP INC 104383 77434 320 SHS COMCAST CORP 11554 11190 2000 SHS CONOCOPHILLIPS 116064 236000 600 SHS DEVON ENERGY 41871 36906 2430 SHS DISNEY 150612 211118 13805855 SHS DODGE & COX INTL 519278 595170 522 SHS DUPONT DE NEMOURS INC 0 0 1300 SHS DUKE REALTY CORP 0 0 1000 SHS EMERSON ELECTRIC 44077 96060 2564 SHS EQT CORP 67456 86740 2051 SHS EQUITRANS MIDSTREAM C 60734 13742 4149 SHS EXXON MOBIL 323432 457635 268 SHS FEDEX CORP 66845 46418 4000 SHS FIFTH THIRD BANK 118373 131240 1800 SHS FREEPORT MCMORAN COPP 100295 68400 470 SHS GOLDMAN SACHS GROUP IN 103271 161389 1200 SHS HEALTHPEAK PPTYS INC 35239 30084 2836 SHS HERSHEY CO 269847 656733 1632 SHS HOME DEPOT INC 53473 515484 1800 SHS INTEL CORP 56331 47574 3611 SHS INVESCO S&P MIDCAP400 444350 646694 37582 SHS ISHARES IBONDS DEC22 0 0 43015 SHS ISHARES IBONDS DEC23 1099560 1076665 35168 SHS ISHARES IBONDS DEC24 899376 858803 27264 SHS ISHARES IBONDS DEC25 699060 663060 24822 SHS ISHARES IBONDS DEC26 629871 579594 24386 SHS ISHARES IBONDS DEC27 629919 569901 22780 SHS ISHARES IBONDS DEC28 629943 553326 12905 SHS ISHARES MSCI EMRG MR 570121 489100 10660 SHSISHARES S&P MIDCAP400 585818 1074528 6300 SHS ISHARES CORE S&P SMAL 410457 596232 246 SHS INTERNATIONAL PAPER CO 12061 8519 270 SHS INTL FLAVORS & FRGRANC 37128 28307 600 SHS JOHNSON & JOHNSON 38450 105990 2100 SHS JP MORGAN CHASE 120132 281610 800 SHS LILLY ELI & CO 63328 292672 1034 SHS LINDE PLC 169007 337270 5700 SHS MASCO CORP 112904 266019 215703 SHS MATTHEWS INDIA FUN 63361 47649 2400 SHS MEDTRONIC INC 186350 186528 500 SHS META PLATFORMS INC 96505 60170 4562 SHS MICROSOFT INC 215466 1094059 800 SHS 3M COMPANY 127112 95936 1700 SHS ORACLE CORP 82871 138958 243 SHS ORION OFFICE REIT 5012 2075 4600 SHS PAYCHEX INC 167842 531576 2732 SHS PEPSICO INCORPORATED 236563 493563 12862 SHS PFIZER 243282 659049 650 SHS PHILLIPS 66 39252 67652 2036 SHS PRCTOR & GAMBLE 136030 308576 1550 SHS RAYTHEON TECH UNITED 74694 156426 2431 SHS REALTY INCOME CORP 83102 154198 1100 SHS SCHLUMBERGER LTD 76148 58806 2524 SHS SPDR FUND CONSUMER 217152 326000 4125 SHS SECTOR SPRD TECH SELE 232035 513315 1565 SHS SERVICE PPTYS TR 38710 11409 22 SHS SYLVAMO CORP 673 1069 150 SHS SIMON PPTY GROUP 23622 17622 5145 SHS SPDR S&P REGIONAL BAN 205875 302217 1600 SHS THE COCA COLA CO 61934 101776 300 SHS THERMO FISHER SCNTFC 47643 165207 9640 SHS TJX COS INC 207745 767344 1654 SHS TRAVELERS COMPANIES I 120999 310108 749 SHS UNION PACIFIC CORP 24206 155095 1514 SHS VANGUARD INFO TECHNLO 123654 483587 183484555 SHS VANGUARD SHORT 0 0 149308835 SHS VANGUARD ULTRA- 0 0 1265 SHS VISA INC 23706 262816 2300 SHS WALGREEN COMPANY 88922 85928 500 SHS WALMART INC 42115 70895 7360 SHS WEYERHAEUSER CO 192902 228160 541 SHS ZIMMER HOLDINGS INC 42450 68978 522 SHS DOW INC 24379 26304 314 SHS WARNER BROS DISCOVER 11322 2977 614 SHS WOODSIDE ENERGY GROUP 13213 14865 54 SHS ZIMVIE INC 1001 504 617 SHS PROLOGIS INC 33500 69554 50k BANESCO USA CD 0.5% 0 0 50K SALLIE MAE BANK CD 0.55% 50000 46745 100K CROSS RIV BK TEA 4.35% 100000 100033 200K SYNOVUS BANK 1% 200000 195299 50K BMO HARRIS BANK 2.8% 50000 48520 100K UNIVERSITY BANK 4.15% 100000 99385 50K BMW BANK OF NORTHCD .15% 50000 49223 50K STATE BANK OF IND 0.4% 50000 48312 100K HATCH BANK 3.5% 100000 99840 100K CHARLES SCHWAB 4.75% 100000 100022 100K BLUE FOUNDRY BANK 4.7% 100000 99701 100K CAPITAL ONE 3.9% 100000 98507 100K COMENITY CAPITAL CD 2.55% 0 0 225K SYNCHRONY BANK CD 3.3% 225000 221227 50K PACIFIC PREMIER B 1.9% 50000 49739 100K LUTHER BURBANK S 3.75% 100000 99253 50K CAPITAL ONE BANK 3.15% 50000 48671 100K FORBRIGHT BANK 4% 100000 99151 110K FIRST MERCHANTS CD 2.85% 0 0 50K UBS BANK USA CD 0.25% 50000 48808 50K BANKUNITED INC 1.3% 50000 49574 150K FIRST NNL BANK 1.9% 150000 146538 75K AMERICAN EXPRESS 3.3% 75000 73123 100K GOLDMAN SACHS CD 2.8% 100000 97406 50K UBS BANK USA CD 0.65% 50000 46449 50K TOYOTA FINL SAVI 2.55% 50000 49738 100K SANDY SPRING BAN 2.35% 100000 97918 100K WELLS FARGO & CO 3.75% 100000 98268 100K GOLDMAN SACHS BANK CD 2.75% 100000 97139 50K WASHINGTON TRUST CD 0.1% 0 0 100K FIRST NTL BANK 1.4% 100000 99051 100K MANUFACTURERS & T 4.8% 100000 99956 100K FIRST FOUNDATION 4.5% 100000 99606 50K GOLDMAN SACHS BANK CD 3.05% 50000 49951 50K WELLS FARGO BANK CD 2.8% 50000 48709 75K BERKSHIRE BK PITT 2.8% 75000 74539 50K THE DART BANK 2.5% 50000 48905 100K MORGAN STANLEY 3.15% 100000 96721 70K GOLDMAN SACHS BANK CD 3.1% 70000 69735 200K WELLS FARGO BANK CD 2.8% 0 0 100K UBS BANK USA 2% 100000 99093 50K BMW BANK OF NORT 2.85% 50000 48976 50K CAPITAL ONE BANK 3% 50000 48161 225K GOLDMAN SACHS BANK CD 3.3% 225000 221227 150K PACIFIC WESTERN 0.95% 150000 149826 50K WEX BANK 2.2% 50000 49467 75K CUSTOMERS BANK 3.2% 75000 73600 50K CAPITAL ONE 3.3% 50000 48453 50K LIVE OAK BANKING CD 0.15% 0 0 50K TOYOTA FINL SAVING 2.25% 50000 49957 100K HATCH BANK 3.6% 100000 99551 200K SALLIE MAE BANK 1.7% 200000 192909 100K FNB OF MCGREGOR 3.7% 100000 97918 200K MORGAN STANLEY CD 2.60% 0 0 75K STATE BANK OF IN 2.75% 75000 74866 100K HOMESTREET BANK 4.65% 100000 100068 100K WELLS FARGO & CO 3.7% 100000 98585 200K DISCOVER BANK 4.95% 200000 202346 50K MORGAN STANLEY CD 2.75% 50000 48609 100K BANK BARODA NEW 1.55% 100000 99627 50K BEAL BANK USA 2.65% 50000 49460 150K AMERICAN EXPRESS 2.25% 150000 145033 100K UNIVERSITY BANK 4.3% 100000 99539 100K MORGAN STANLEY CD 2.8% 0 0 200K BARCLAYS BANK DE 0.85% 200000 198980 75K BEAL BANK USA 3% 75000 74218 100K MORGAN STANLEY PR 2.9% 100000 97307 50K DISCOVER BANK 4.85% 50000 50877 Membership dues 795 0 0 795 ADR Fees 123 123 0 0 Insurance 1257 0 0 1257 WV annual report 25 0 0 25 Software 3449 3449 0 0 Postage 44 0 0 44 2021 tax due 1595 0 0 0 Estimated Taxes 17088 0 0 0