2024-05-08T14:35:19-04:00 2023-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2023-01-01 208728898 Fitzsimmons Foundation FITZ 80 12th Street Suite 107 Wheeling WV 26003 Kayleen F Clough TRUSTEE 3042771700 2024-05-08 true Kayleen Clough XXX-XX-XXXX true Robert J Krall P00051635 3042422300 2024-05-08 X 2 00 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 8419890 X X 29577 29577 164629 164629 2267 477288 2267 196473 196473 4862 88 88 4950 0 88 468125 468125 473075 0 468213 -276602 196473 0 249400 344906 344906 365625 444546 444546 3100219 3104211 6789123 749791 549770 520336 580000 325000 320979 5045035 4768433 8419890 0 0 X 5045035 4768433 5045035 4768433 5045035 4768433 5045035 -276602 4768433 4768433 20K Dallas Capital Bank 10 P 2022-04-12 2023-01-20 20000 20000 25K Nuzragu Tefagit 23 P 2022-07-19 2023-01-23 25000 25000 20k Bank of Hope 155 P 2022-05-12 2023-02-17 20000 20000 20K Washington Federal 195 P 2022-06-13 2023-03-24 20000 20000 25K First National Bank 275 P 2022-07-19 2023-04-28 25000 25000 20K Institution 14 P 2022-04-12 2023-04-28 20000 20000 20K UBS Bank 20 P 2022-05-12 2023-05-18 20000 20000 20K Toyota Finl Savings 24 P 2022-06-13 2023-06-23 20000 20000 25K Wells Fargo 30 P 2022-07-19 2023-07-28 25000 25000 20k Goldman Sachs Bank 19 P 2022-04-12 2023-10-20 20000 20000 20K Goldman Sachs Bank 545 P 2022-05-12 2023-11-27 20000 20000 7828 shs Ishares Ibonds 2023 P 2019-12-17 2023-12-22 218301 220021 -1720 20K Merrick Bank 270 P 2022-06-13 2023-12-22 20000 20000 American Funds Europacific LTCG P 1954 1954 American Funds New World LTCG P 1795 1795 cost adjustment 2018-01-10 2023-12-31 238 238 2267 2731 0 2731 0 2731 2182 2182 549 false false false false false false true true true false false false false true KAYLEEN F CLOUGH 3042335275 80 12TH STREET SUITE 107 Wheeling WV 26003 false false false false false false false false false false false false false false false false false false false KAYLEEN F CLOUGH 1609 WARWOOD AVENUE Wheeling WV 26003 TRUSTEE & 2ND VICE PRESIDENT 1.00 0 0 0 ROBERT P FITZSIMMONS 1609 WARWOOD AVENUE Wheeling WV 26003 TRUSTEE & PRESIDENT 1.00 0 0 0 SUNNI L FITZSIMMONS 1600 WARWOOD AAVENUE Wheeling WV 26003 TRUSTEE & VICE PRESIDENT 1.00 0 0 0 ROBERT J FITZSIMMONS 1600 WARWOOD AVENUE Wheeling WV 26003 TRUSTEE & SECRETARY 1.00 0 0 0 CLAYTON J FITZSIMMONS 1600 WARWOOD AVENUE Wheeling WV 26003 TRUSTEE & TREASURER 1.00 0 0 0 NONE 0 NONE 7412752 763974 0 8176726 0 8176726 122651 8054075 402704 402704 2731 2731 399973 399973 399973 468213 468213 399973 452028 2021 9025 468213 452028 9025 7160 392813 Robert P Fitzsimmons 1609 Warwood Avenue Wheeling WV 26003 3042771700 Written Form with Desciption of Charitable purposes and evidence of charitable exempt status under Internal Revenue Code Section 501(c)(3) None Limited to Distributions for Charitable/exempt purposes under IRS Sections 501(c)(3). Bethlehem Apostolic Church 330 Main Street Wheeling WV 26003 NA PC Christmas Giveaway 2500 Cornell University 130 E Seneca Street Suite 400 Ithaca NY 14850 NA PC Football and Womens Basketball & General Purposes 2000 Corpus Christi School 1512 Warwood Avenue Wheeling WV 26003 NA PC General Purposes 40000 Tyler A Jacovetty Memorial Fund 1311 Byron Street Wheeling WV 26003 NA PC General Purposes 100 Steubenville High School 420 N 4th Street Steubenville OH 43952 NA PC Christmas Giveaway 1000 Wheeling Central Catholic High Sch 75 14th Street Wheeling WV 26003 NA PC General Purposes 51500 WVU Foundation 101 Law School Drive Morgantown WV 26506 NA PC General Purposes 325000 City of Wheeling 1500 Chapline Street Wheeling WV 26003 NA PC Gateway Park 3125 Warwood Lions Club PO Box 4173 Wheeling WV 26003 NA PC General Purposes 1500 St Michael Parish School 1221 National Road Wheeling WV 26003 NA PC General Purposes 29600 Holy Family Child Care Center 161 Edgington Lane Wheeling WV 26003 NA PC General Purposes 1000 Oglebay Foundation 465 Lodge Dr Wheeling WV 26003 NA PC Paws in the Park 2500 Sam Andy Basketball Classic 2 14th Street Wheeling WV 26003 NA PC General Purposes 1000 Allegheny College 520 N Main Street Meadville PA 16335 NA PC General Purposes 200 Brooke High School 29 Bruin Dr Wellsburg WV 26070 NA PC General Purposes 1000 Chamber of Commerce 1100 Main St 3rd Floor Wheeling WV 26003 NA PC General Purposes 1000 Harmony House 905 National Road 3rd Floor Wheeling WV 26003 NA PC General Purposes 500 Ohio Valley Street Survivors PO Box 2017 Wheeling WV 26003 na PC General Purposes 100 Pike Cubs Baseball Softball 1226 Chapline Street Wheeling WV 26003 NA PC General Purposes 3000 United Way of Ohio Vallley 1307 Chapline Street Wheeling WV 26003 NA PC General Purposes 500 West Virginia Humanities Council 1310 Kanawha Blvd E Charleston WV 25311 NA PC General Purposes 1000 468125 0 03 29577 04 164629 18 2267 196473 196473 false false false false false false false false false false The Foundation declares through its filing officer, Kayleen F Clough, that the Foundation hereby makes the election permitted under Treasury Regulations Section 53.4942(a)-3(d)(2) to treat $9,025 of the qualifying distributions made in 2023 as being made out of the undistributed income of the 2021 taxable year. 7828 SHS ISHARES IBDNS DEC2023 0 0 5848 SHS ISHARES IBDNS DEC2024 149869 145674 3886 SHS ISHARES IBDNS DEC2025 99878 96217 3957 SHS ISHARES IBDNS DEC2026 99966 94572 3881 SHS ISHARES IBDNS DEC2027 99991 92872 3627 SHS ISHARES IBDNS DEC2028 100066 91001 1500 SHS AT&T 42647 25170 450 SHS ABBVIE INC 25717 69737 1200 SHS ALPHABET CLASS A 27236 167628 1200 SHS ALPHABET CLASS C 26794 169116 2040 SHS AMAZON 80719 309958 1200 SHS AMER ELECTRIC PWR CO 50272 97464 205 SHS AMERICAN EXPRESSCO 20165 38405 325 SHS AMGEN 50665 93607 620 SHS APACHE CORP 20032 22246 3200 SHS APPLE INC 37882 616096 1000 SHS AUTO DATA PROCESSING 60052 232970 154 SHS BECTON DICKINSON & CO 33186 37550 200 SHS BLACKROCK IN 58519 162360 60 SHS BOEING 21046 15640 1250 SHS BRISTOL-MYERS SQUIBB 51317 64138 600 SHS CARRIER GLOBAL CORP 9268 34470 750 SHS CHEVRON CORP 61164 111870 2000 SHS CISCO SYSTEMS INC 53768 101040 800 SHS COLGATE-PALMOLIVE CO 28268 63768 900 SHS CVS HEALTH CORP 57777 71064 210 SHS DIGITAL REALTY TRUST 24926 28262 500 SHS DISCOVER FINL 28948 56200 1000 SHS DOMINION ENERGY INC 52119 47000 166 SHS DOW INC 8948 9103 600 SHS DUKE ENERGY CORP 34460 58224 166 SHS DUPONT DE NEMOURS INC 13132 12770 375 SHS EOG RESOURCES INC 24482 45356 800 SHS EXXON MOBIL CORP 70084 79984 400 SHS META PLATFORMS INC 42303 141584 120 SHS FEDEX CORP 20323 30356 960 SHS HOME DEPOT 94291 332688 165 SHS IBM 19167 26986 1300 SHS INTEL CORP 48654 65325 500 SHS INTERNTNL PAPER 21475 18075 200 SHS JP MORGAN 19874 34020 1000 SHS JOHNSON & JOHNSON 87625 156740 33 SHS KYNDRYL HOLDINGS 840 686 630 SHS MASCO CORP 19716 42197 900 SHS MASTERCARD INC 20730 383859 240 SHS MEDTRONIC 20585 19771 1175 SHS METLIFE INC 50851 77703 195 SHS MICROSOFT CORP 20342 73328 420 SHS ORACLE CORP 20074 44281 300 SHS OTIS WORLDWIDE CORP 12963 26841 1350 SHS PAYPAL HOLDINGS INCOR 50573 82904 650 SHS PEPSICO INC 54870 110396 460 SHS PFIZER INC 18697 13243 200 SHS PPG INDUSTRIES 19988 29910 900 SHS PROCTER & GAMBLE 66630 131886 700 SHS QUALCOMM INC 53375 101241 600 SHS RAYTHEON TECH UNITED 27359 50484 490 SHS SCHLUMBERGER LTD 20573 25500 45 SHS SYLVAMO CORP 1198 2210 500 SHS T ROWE PRICE 37885 53845 500 SHS THERMO FISHER SCNTFC 41011 265395 600 SHS TRUIST FINL CORP 27606 22152 135 SHS UNION PACIFIC CORP 20727 33159 1500 SHS VERIZON COMMUNICATION 74364 56550 1300 SHS VESTA WINDS 20278 41263 57 SHS VIATRIS INC 1024 617 145 SHS VISA 19736 37751 250 SHS VULCAN MATERIALS COM 29755 56753 280 SHS WALGREENS BOOT 19972 7311 210 SHS WALMART 20112 33107 250 SHS WALT DISNEY 24100 22573 1000 SHS WELLS FARGO 48896 49220 550 SHS 3M CO 75714 60126 1000 SHS ISHARES MSCI EMERGING 40565 40210 1700 SHS ISHARES SP MIDCAP400 37796 134674 1300 SHS ISHARES SP MIDCAP400 63309 148252 1580 SHS ISHARES S&P SMALL CAP 72948 162851 1260 SHS ISHARES SP SML CAP600 48776 157676 1846498SHS AMERIC FD EUROPACI 101479 102992 19646180SHS AMERIC FD NEW WRL 125648 149098 3664872SHS DODGE&COX INTL STK 163210 180165 175 SHS AMER TWR CORP 22953 37779 125 SHS PUBLIC STORAGE 25968 38125 845 SHS WEYERHAEUSER CO 20378 29381 362 SHS WARNER BROS 13055 4120 30 SHS EMBECTA CORP 277 568 100K ALLY BANK CORP 2.25% 0 0 MERRICK BANK 2.7% 0 0 100K MORGAN STANLEY 2.35% 0 0 FIRST NTNL BANK 3.15% 25000 24960 DALLAS CAPITAL BANK 1% 0 0 CUSTOMERS BANK 3.2% 25000 24926 MIZRAHI TEFAHOT 2.6% 0 0 BARCLAYS BANK 2.3% 20000 19816 BANK OF HOPE 1.55% 0 0 MORGAN STANLEY 2.9% 20000 19822 WASHINGTON FEDER 1.95% 0 0 BANKERS BANK 3.05% 20000 19796 FIRST NTNL BANK 2.75% 0 0 BARCLAYS BANK 3.2% 25000 24718 INSTITUTION FOR S 1.4% 0 0 DISCOVER BANK 3.3% 25000 24712 UBS BANK 2% 0 0 MORGAN STANLEY 3.15% 20000 19558 TOYOTA FINL SAVIN 2.4% 0 0 LIVE OAK BANKINGN 3.3% 20000 19588 WELLS FARGO & CO 3% 0 0 SYNCHRONY BANK 3.3% 25000 24455 GOLDMAN SACHS BAN 1.9% 0 0 Morgan Stanley 2.35% 100000 98628 GOLDMAN SACHS 2.45% 0 0 Bank Fee 88 0 0 88 Estimated Tax Payments 2100 0 0 0 Tax Due 2762 0 0 0