Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
HARRY E AND OLIVE BARTH CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)1 BANK PLAZA
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WHEELING, WV26003
A Employer identification number

55-6179918
B Telephone number (see instructions)

(304) 234-9400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,693,893J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 57 57  
4 Dividends and interest from securities... 135,854 135,854  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 430,451
b Gross sales price for all assets on line 6a 2,535,734
7 Capital gain net income (from Part IV, line 2)... 430,451
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 566,362 566,362  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 54,126 27,063   27,063
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 21 11 0 11
b Accounting fees (attach schedule)....... Click to see attachment 675 338 0 338
c Other professional fees (attach schedule).... Click to see attachment 18,067 9,033   9,033
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,807 535   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 81,696 36,980 0 36,445
25 Contributions, gifts, grants paid....... 398,185 398,185
26 Total expenses and disbursements. Add lines 24 and 25 479,881 36,980 0 434,630
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 86,481
b Net investment income (if negative, enter -0-) 529,382
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,166 53 53
2 Savings and temporary cash investments......... 250,523 245,201 245,201
3 Accounts receivable bullet5,631
Less: allowance for doubtful accounts bullet   4,687 5,631 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,636,456 Click to see attachment1,766,480 2,164,244
c Investments—corporate bonds (attach schedule)....... 468,597 Click to see attachment355,476 360,385
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,697,470 Click to see attachment3,787,548 3,924,010
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,058,899 6,160,389 6,693,893
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 6,058,899 6,160,389
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 6,058,899 6,160,389
31 Total liabilities and net assets/fund balances (see instructions). 6,058,899 6,160,389
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,058,899
2
Enter amount from Part I, line 27a .....................
2
86,481
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
15,009
4
Add lines 1, 2, and 3 ..........................
4
6,160,389
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,160,389
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 831.15 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-01-16
b 246.39 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-01-25
c 614.88 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-02-15
d 170.87 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-02-26
e 710.01 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-03-15
631.18 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-03-26
26.002 ABERDEEN EMERGING MKTS FD.INST   2013-01-17 2018-04-04
254. AETNA INC   2014-07-03 2018-04-04
11. ALIBABA GROUP HOLDING LTD   2017-02-16 2018-04-04
35. BB&T CORPORATION   2017-12-13 2018-04-04
80. BOEING CO.   2010-02-12 2018-04-04
8. BRISTOL-MYERS SQUIBB COMPANY   2017-12-13 2018-04-04
2. CAPITAL ONE FINANCIAL   2017-12-13 2018-04-04
30. CHURCH & DWIGHT CO INC   2016-10-05 2018-04-04
14. CONSTELLATION BRANDS, INC.   2016-10-05 2018-04-04
186. CONTINENTAL RESOURCES     2018-04-04
24. DANAHER CORP   2016-10-05 2018-04-04
36. WALT DISNEY COMPANY   2012-02-06 2018-04-04
808.488 FEDERATED SHORT-TERM INCOME FD-IS #65     2018-04-04
413.646 FEDERATED TOTAL RETURN BD FD #328   2016-06-03 2018-04-04
30. FEDEX CORP   2015-01-20 2018-04-04
31. HALLIBURTON   2017-12-13 2018-04-04
65. HONEYWELL INTERNATIONAL INC   2013-03-25 2018-04-04
45. I SHARES CORE U.S. AGGREGATE BOND ETF   2016-06-03 2018-04-04
15. I SHARES IBOXX $ INV GRADE CORP BOND FD   2016-06-03 2018-04-04
12. I SHARES MSCI ACWX INDEX FUND ETF   2015-10-02 2018-04-04
26. JP MORGAN CHASE   2016-10-05 2018-04-04
255. LENNAR CORP   2015-01-20 2018-04-04
58. MARATHON PETROLEUM CORP   2014-07-03 2018-04-04
234. MASCO CORP     2018-04-04
599. NATIONAL RETAIL PROPERTIES INC     2018-04-04
84. NATIONAL RETAIL PROPERTIES INC   2017-06-14 2018-04-04
16. NEXTERA ENERGY   2016-02-10 2018-04-04
548. PAYPAL HOLDINGS   2017-02-16 2018-04-04
90.095 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1     2018-04-04
16. SPLUNK INC   2015-09-30 2018-04-04
128. STARBUCKS CORP   2017-12-13 2018-04-04
456. STARBUCKS CORP   2017-02-16 2018-04-04
136. TEXAS INSTRUMENTS INC   2013-10-04 2018-04-04
278. UNITED TECHNOLOGIES CORP   2009-06-16 2018-04-04
2. UNITED TECHNOLOGIES CORP   2017-12-13 2018-04-04
1668.249 VANGUARD S/T INVEST GR-ADM #539     2018-04-04
12. WALGREENS BOOTS ALLIANCE INC   2017-02-16 2018-04-04
2332.396 WESMARK GOVERNMENT BOND FUND #556   2016-06-03 2018-04-04
20. BROADCOM LTD   2015-07-06 2018-04-04
810.81 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-04-16
162.92 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-04-25
985.99 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-05-15
162.38 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-05-25
882.6 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-06-15
165.96 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-06-25
47.995 ABERDEEN EMERGING MKTS FD.INST   2013-01-17 2018-07-11
5. ALPHABET INC CL A   2017-02-16 2018-07-11
2. AMAZON.COM INC.   2017-02-16 2018-07-11
28. AMGEN INC.     2018-07-11
18. APPLE INC     2018-07-11
11. BROADCOM INC   2015-07-06 2018-07-11
22. CHEVRON CORPORATION     2018-07-11
602. CHURCH & DWIGHT CO INC     2018-07-11
83. CHURCH & DWIGHT CO INC   2017-12-13 2018-07-11
729. CONTINENTAL RESOURCES     2018-07-11
45. CONTINENTAL RESOURCES   2017-12-13 2018-07-11
750. DELTA AIR LINES     2018-07-11
110. DELTA AIR LINES   2017-12-13 2018-07-11
6. WALT DISNEY COMPANY   2017-06-14 2018-07-11
24. DUPONT DE NEMOURS INC   2014-10-09 2018-07-11
152. EQT CORP     2018-07-11
576. EQT CORP     2018-07-11
83. FACEBOOK INC     2018-07-11
19. HOME DEPOT INC.     2018-07-11
79.762 HOTCHKIS & WILEY MID CAP VALUE FUND   2018-04-04 2018-07-11
1094.349 HOTCHKIS & WILEY MID CAP VALUE FUND     2018-07-11
1903. I SHARES IBOXX $ INV GRADE CORP BOND FD     2018-07-11
47. I SHARES IBOXX $ INV GRADE CORP BOND FD   2017-12-13 2018-07-11
574. LENNAR CORP   2015-01-20 2018-07-11
16. LENNAR CORP   2017-12-13 2018-07-11
95. MASCO CORP   2012-07-10 2018-07-11
32. MASTERCARD INC   2011-05-11 2018-07-11
101. MERCK & CO     2018-07-11
1. MICROSOFT CORP   2012-10-09 2018-07-11
25. O'REILLY AUTOMOTIVE   2017-06-14 2018-07-11
298. PPG INDUSTRIES INC     2018-07-11
11. PPG INDUSTRIES INC   2018-04-04 2018-07-11
80. PALO ALTO NETWORKS     2018-07-11
382. PEPSICO INC     2018-07-11
35. PEPSICO INC     2018-07-11
16. SPDR S&P 500 ETF   2017-02-16 2018-07-11
22. TEXAS INSTRUMENTS INC   2013-10-04 2018-07-11
35. ULTA BEAUTY INC   2018-04-04 2018-07-11
54404.463 VANGUARD S/T INVEST GR-ADM #539     2018-07-11
2022.477 VANGUARD S/T INVEST GR-ADM #539   2017-12-13 2018-07-11
108. WALGREENS BOOTS ALLIANCE INC   2017-12-13 2018-07-11
600. WALGREENS BOOTS ALLIANCE INC     2018-07-11
551.623 WESMARK GROWTH FUND #549   2016-02-10 2018-07-11
1144.406 WESMARK SMALL COMPANY GROWTH FUND     2018-07-11
1396. INVESCO LTD     2018-07-11
53. INVESCO LTD   2018-04-04 2018-07-11
42. MEDTRONIC PLC   2017-12-13 2018-07-11
862.95 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-07-16
165.61 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-07-25
100000. HALLIBURTON 2% 08/01/2018   2013-10-15 2018-08-01
787.37 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-08-15
165.5 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-08-27
909.13 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-09-17
167.41 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-09-25
.5 GARRETT MOTION INC   2013-03-25 2018-10-01
.4 GARRETT MOTION INC   2018-07-11 2018-10-01
2. AMAZON.COM INC.   2017-02-16 2018-10-02
9. AMGEN INC.   2013-10-04 2018-10-02
31. APPLE INC     2018-10-02
3. CVS HEALTH CORP   2018-07-11 2018-10-02
25. WALT DISNEY COMPANY     2018-10-02
65. HOME DEPOT INC.   2010-09-14 2018-10-02
22. HONEYWELL INTERNATIONAL INC   2013-03-25 2018-10-02
24. JP MORGAN CHASE   2017-06-14 2018-10-02
28. JOHNSON & JOHNSON     2018-10-02
16. LOCKHEED MARTIN   2018-04-04 2018-10-02
34. MARATHON PETROLEUM CORP   2014-07-03 2018-10-02
764. MASCO CORP   2012-07-10 2018-10-02
23. MASTERCARD INC   2011-05-11 2018-10-02
14. MERCK & CO   2016-10-05 2018-10-02
62. MICROSOFT CORP   2012-10-09 2018-10-02
1. MONDELEZ INTERNATIONAL   2016-10-05 2018-10-02
8. O'REILLY AUTOMOTIVE   2017-06-14 2018-10-02
8. PALO ALTO NETWORKS   2014-07-03 2018-10-02
34.217 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1   2017-06-14 2018-10-02
90. PRUDENTIAL FINANCIAL INC     2018-10-02
396. PRUDENTIAL FINANCIAL INC     2018-10-02
9. RAYTHEON COMPANY   2018-04-04 2018-10-02
12. SPDR S&P 500 ETF   2017-02-16 2018-10-02
33. SALESFORCE.COM,INC   2018-07-11 2018-10-02
29. SPIRIT AEROSYSTEMS HOLDINGS, INC.   2018-07-11 2018-10-02
344. SPLUNK INC     2018-10-02
9. SPLUNK INC   2018-07-11 2018-10-02
64. T-MOBILE US INC   2017-06-14 2018-10-02
531. TYSON FOODS INC CL A   2018-07-11 2018-10-02
14. US BANCORP   2017-06-14 2018-10-02
14. ULTA BEAUTY INC   2018-04-04 2018-10-02
.84 VANGUARD EQUITY INCOME FUND -ADM#565   2016-02-10 2018-10-02
2.367 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2018-07-11 2018-10-02
22. WALMART INC   2018-07-11 2018-10-02
382.638 WESMARK GROWTH FUND #549   2016-02-10 2018-10-02
57. MEDTRONIC PLC   2017-12-13 2018-10-02
607.19 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-10-15
167.71 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-10-25
.167 RESIDEO TECHNOLOGIES INC   2018-07-11 2018-10-29
1336. HALLIBURTON     2018-11-02
819.07 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-11-15
36.357 ABERDEEN EMERGING MKTS FD.INST   2013-01-17 2018-11-19
24.329 INVESCO INT'L GROWTH FD-I   2017-02-16 2018-11-19
6. ALIBABA GROUP HOLDING LTD   2017-02-16 2018-11-19
5. AMGEN INC.   2013-10-04 2018-11-19
151. BB&T CORPORATION     2018-11-19
13. BROADCOM INC   2015-07-06 2018-11-19
63. CVS HEALTH CORP   2018-07-11 2018-11-19
4. CAPITAL ONE FINANCIAL   2018-07-11 2018-11-19
23. CHEVRON CORPORATION     2018-11-19
16. DANAHER CORP     2018-11-19
33. DIGITAL REALTY TRUST (REIT)   2018-10-02 2018-11-19
25. WALT DISNEY COMPANY   2012-02-06 2018-11-19
67. DOLLAR TREE   2018-07-11 2018-11-19
4. DUPONT DE NEMOURS INC   2014-10-09 2018-11-19
22. FMC CORPORATION   2018-07-11 2018-11-19
2552.172 FEDERATED SHORT-TERM INCOME FD-IS #65     2018-11-19
2619.102 FEDERATED TOTAL RETURN BD FD #328     2018-11-19
6. FEDEX CORP   2015-01-20 2018-11-19
23. GARRETT MOTION INC   2013-03-25 2018-11-19
213. I SHARES CORE U.S. AGGREGATE BOND ETF     2018-11-19
5. I SHARES CORE S&P MIDCAP ETF   2017-06-14 2018-11-19
28. I SHARES MSCI ACWX INDEX FUND ETF   2015-10-02 2018-11-19
39. JP MORGAN CHASE     2018-11-19
58. JOHNSON & JOHNSON   2012-10-09 2018-11-19
21. KRAFT HEINZ CO   2018-07-11 2018-11-19
137. MERCK & CO   2016-10-05 2018-11-19
21. MICROSOFT CORP   2012-10-09 2018-11-19
94. MONDELEZ INTERNATIONAL     2018-11-19
37. NEXTERA ENERGY   2016-02-10 2018-11-19
15. O'REILLY AUTOMOTIVE   2017-06-14 2018-11-19
35.5 RESIDEO TECHNOLOGIES INC   2013-03-25 2018-11-19
.5 RESIDEO TECHNOLOGIES INC   2018-07-11 2018-11-19
16. SPDR S&P 500 ETF   2017-02-16 2018-11-19
36. T-MOBILE US INC   2017-06-14 2018-11-19
190. US BANCORP     2018-11-19
30. ULTA BEAUTY INC   2018-04-04 2018-11-19
41.635 VANGUARD EQUITY INCOME FUND -ADM#565   2016-02-10 2018-11-19
2380.44 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2018-07-11 2018-11-19
19.973 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2018-07-11 2018-11-19
46. WALMART INC   2018-07-11 2018-11-19
6636.118 WESMARK GOVERNMENT BOND FUND #556     2018-11-19
21. MEDTRONIC PLC   2017-12-13 2018-11-19
28. CHUBB LIMITED     2018-11-19
178.59 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-11-26
767.81 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2018-12-17
167.72 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2018-12-26
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 831   862 -31
b 246   244 2
c 615   638 -23
d 171   169 2
e 710   736 -26
631   624 7
418   418  
43,187   21,149 22,038
1,886   1,112 774
1,829   1,749 80
25,714   4,740 20,974
500   507 -7
191   191  
1,513   1,387 126
3,149   2,375 774
10,727   8,266 2,461
2,324   1,861 463
3,580   1,455 2,125
6,824   6,883 -59
4,401   4,534 -133
7,021   5,340 1,681
1,434   1,390 44
9,286   4,894 4,392
4,805   5,005 -200
1,750   1,803 -53
589   470 119
2,830   1,764 1,066
15,915   10,583 5,332
4,183   2,327 1,856
9,300   4,084 5,216
23,609   16,959 6,650
3,311   3,294 17
2,577   1,812 765
40,413   23,016 17,397
4,390   2,642 1,748
1,564   885 679
7,417   7,627 -210
26,422   25,969 453
13,907   5,440 8,467
34,494   15,234 19,260
248   248  
17,517   17,903 -386
782   1,025 -243
22,414   23,651 -1,237
4,648   2,724 1,924
811   841 -30
163   161 2
986   1,023 -37
162   161 1
883   915 -32
166   164 2
688   772 -84
5,856   4,208 1,648
3,491   1,685 1,806
5,421   4,056 1,365
3,383   2,544 839
2,679   1,498 1,181
2,728   2,356 372
32,805   27,190 5,615
4,523   4,001 522
44,938   24,191 20,747
2,774   2,163 611
37,115   31,035 6,080
5,444   5,903 -459
644   636 8
1,585   1,183 402
8,557   7,524 1,033
32,428   46,373 -13,945
16,894   11,619 5,275
3,741   1,854 1,887
3,218   2,950 268
44,146   31,981 12,165
219,102   217,177 1,925
5,411   5,697 -286
31,029   23,821 7,208
865   984 -119
3,585   1,178 2,407
6,528   896 5,632
6,251   6,364 -113
102   29 73
7,065   5,828 1,237
30,819   12,645 18,174
1,138   1,206 -68
17,032   8,451 8,581
42,976   42,010 966
3,938   3,920 18
4,431   3,751 680
2,459   880 1,579
8,785   7,177 1,608
569,071   577,323 -8,252
21,155   21,539 -384
6,842   7,671 -829
38,011   51,205 -13,194
11,678   8,611 3,067
16,674   14,179 2,495
37,311   33,454 3,857
1,417   1,666 -249
3,663   3,437 226
863   895 -32
166   164 2
100,000   100,000  
787   817 -30
166   164 2
909   943 -34
167   166 1
8   4 4
6   6  
4,013   1,685 2,328
1,871   1,016 855
7,120   3,041 4,079
239   203 36
2,914   1,076 1,838
13,471   1,956 11,515
3,653   1,639 2,014
2,721   2,066 655
3,923   2,954 969
5,560   5,393 167
2,797   1,364 1,433
27,892   9,472 18,420
5,110   644 4,466
1,005   881 124
7,164   1,821 5,343
43   43  
2,753   1,865 888
1,791   653 1,138
1,745   1,328 417
9,046   8,957 89
39,800   23,546 16,254
1,864   1,917 -53
3,502   2,813 689
5,243   4,771 472
2,690   2,450 240
39,483   13,062 26,421
1,033   908 125
4,475   4,090 385
31,068   35,248 -4,180
735   730 5
3,948   2,871 1,077
67   49 18
101   99 2
2,098   1,905 193
8,468   5,973 2,495
5,634   4,665 969
607   630 -23
168   166 2
4   4  
46,356   59,566 -13,210
819   850 -31
497   585 -88
792   788 4
902   607 295
974   565 409
7,798   7,591 207
3,023   1,771 1,252
4,934   4,256 678
350   383 -33
2,724   2,317 407
1,627   1,281 346
3,681   3,671 10
2,920   1,010 1,910
5,634   5,695 -61
234   197 37
1,826   1,956 -130
21,489   21,719 -230
27,160   28,458 -1,298
1,366   1,068 298
277   185 92
22,282   23,549 -1,267
923   883 40
1,236   1,097 139
4,308   2,865 1,443
8,523   3,968 4,555
1,096   1,340 -244
10,396   8,620 1,776
2,201   617 1,584
4,176   2,834 1,342
6,677   4,189 2,488
5,297   3,497 1,800
719   473 246
10   13 -3
4,323   3,751 572
2,469   2,301 168
10,453   8,607 1,846
9,398   6,151 3,247
3,234   2,421 813
22,114   22,400 -286
798   834 -36
4,458   3,983 475
63,176   67,287 -4,111
1,909   1,719 190
3,741   3,038 703
179   177 2
768   796 -28
168   166 2
      112,588
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -31
b       2
c       -23
d       2
e       -26
      7
       
      22,038
      774
      80
      20,974
      -7
       
      126
      774
      2,461
      463
      2,125
      -59
      -133
      1,681
      44
      4,392
      -200
      -53
      119
      1,066
      5,332
      1,856
      5,216
      6,650
      17
      765
      17,397
      1,748
      679
      -210
      453
      8,467
      19,260
       
      -386
      -243
      -1,237
      1,924
      -30
      2
      -37
      1
      -32
      2
      -84
      1,648
      1,806
      1,365
      839
      1,181
      372
      5,615
      522
      20,747
      611
      6,080
      -459
      8
      402
      1,033
      -13,945
      5,275
      1,887
      268
      12,165
      1,925
      -286
      7,208
      -119
      2,407
      5,632
      -113
      73
      1,237
      18,174
      -68
      8,581
      966
      18
      680
      1,579
      1,608
      -8,252
      -384
      -829
      -13,194
      3,067
      2,495
      3,857
      -249
      226
      -32
      2
       
      -30
      2
      -34
      1
      4
       
      2,328
      855
      4,079
      36
      1,838
      11,515
      2,014
      655
      969
      167
      1,433
      18,420
      4,466
      124
      5,343
       
      888
      1,138
      417
      89
      16,254
      -53
      689
      472
      240
      26,421
      125
      385
      -4,180
      5
      1,077
      18
      2
      193
      2,495
      969
      -23
      2
       
      -13,210
      -31
      -88
      4
      295
      409
      207
      1,252
      678
      -33
      407
      346
      10
      1,910
      -61
      37
      -130
      -230
      -1,298
      298
      92
      -1,267
      40
      139
      1,443
      4,555
      -244
      1,776
      1,584
      1,342
      2,488
      1,800
      246
      -3
      572
      168
      1,846
      3,247
      813
      -286
      -36
      475
      -4,111
      190
      703
      2
      -28
      2
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 430,451
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 340,800 7,085,449 0.048099
2016 416,334 6,827,135 0.060982
2015 100,397 2,604,114 0.038553
2014 0 0 0.0
2013      
2
Total of line 1, column (d) .....................
2
0.147634
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.036909
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,201,374
5
Multiply line 4 by line 3......................
5
265,796
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,294
7
Add lines 5 and 6........................
7
271,090
8
Enter qualifying distributions from Part XII, line 4,.............
8
434,630
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 5,294
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,294
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,294
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,256
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 38
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,294
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWV
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWESBANCO BANK Telephone no.bullet (304) 234-9400

    Located atbullet1 BANK PLAZAWHEELINGWV ZIP+4bullet26003
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WESBANCO BANK TRUSTEE
    1     		18,067    
    1 BANK PLAZA
    WHEELING,WV26003
    COMMUNITY FOUNDATION FOR THE OHIO V
    ALLEY     		RECORD KEEPER
    1     		36,059    
    1226 CHAPLINE STREET
    WHEELING,WV26003
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 WESBANCO BANK & CFOV - TECHNICAL ASSISTANCE PROVIDED TO ENSU MAINTENANCE OF COMPLETE AND ACCURATE FINANCIAL RECORDS FOR FILING FORM 990-PF 36,434
    2 PHILLIPS GARDILL KAISER & ALTMEYER PLLC PROFESSIONAL SERVICES RENDERED IN RELATION TO APPLYING FOR AND OBTAINING 501(C)(3) STATUS 11
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,140,772
    b
    Average of monthly cash balances.......................
    1b
    170,268
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,311,040
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,311,040
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    109,666
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,201,374
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    360,069
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    360,069
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,294
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,294
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    354,775
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    15,000
    5
    Add lines 3 and 4............................
    5
    369,775
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    369,775
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    434,630
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    434,630
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    5,294
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    429,336
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 369,775
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 49,286
    e From 2017...... 0
    fTotal of lines 3a through e........ 49,286
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 434,630
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 369,775
    e Remaining amount distributed out of corpus 64,855
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 114,141
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		114,141
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 49,286
    d Excess from 2017.... 0
    e Excess from 2018.... 64,855
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CYNTHIA M PERRING
    C/O WESBANCO 1 BANK PLAZA
    WHEELING,WV26003
    (304) 234-9422
    PERRING@WESBANCO.COM
    bThe form in which applications should be submitted and information and materials they should include:
    HARRY E & OLIVE T BARTH GRANT APPLICATION
    cAny submission deadlines:
    AUGUST 15 THROUGH SEPTEMBER 23
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FOR USE BY NON-PROFIT ORGANIZATIONS IN WEST VIRGINIA WITH PREFERENCE, THOUGH NOT EXCLUSIVELY, TO THOSE ORGANIZATIONS FROM THE CITY OF SISTERSVILLE AND TYLER COUNTY, WEST VIRGINIA FOR PROGRAM SERVICES
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    OLIVE BRANCH ANIMAL RESCUE & REFUGE
    PO BOX 183
    SISTERSVILLE,WV26175     		NONE 501(C)(3) GENERAL SUPPORT - OPERATING 216,000
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE 501(C)(3) GENERAL SUPPORT 10,000
    TYLER COUNTY FAMILY RESOURCE NETWORK
    PO BOX 187
    MIDDLEBOURNE,WV26149     		NONE 501(C)(3) BACK TO SCHOOL FAIR 5,000
    CRITTENTON FOUNDATION INC
    2606 NATIONAL ROAD
    WHEELING,WV26003     		NONE 501(C)(3) "TIES" PROGRAM AT 13,000
    OLIVE BRANCH ANIMAL RESCUE & REFUGE
    PO BOX 183
    SISTERSVILLE,WV26175     		NONE 501(C)(3) ABC SPAY/NEUTER/ADOPTION 6,000
    OLIVE BRANCH ANIMAL RESCUE & REFUGE
    PO BOX 183
    SISTERSVILLE,WV26175     		NONE 501(C)(3) PIG PEN BUILDING PROJECT 13,544
    OLIVE BRANCH ANIMAL RESCUE & REFUGE
    PO BOX 183
    SISTERSVILLE,WV26175     		NONE 501(C)(3) CAT QUARANTINE BUIDING - 16,506
    COUNCIL OF SENIOR TYLER COUNTIANS INC
    PO BOX 68
    MIDDLEBOURNE,WV26149     		NONE 501(C)(3) REPAIR OF EXTERIOR DRAINS & 21,700
    ARTSLINK INC
    141 MAIN STREET
    NEW MARTINSVILLE,WV26155     		NONE 501(C)(3) CONCERT AND OUTREACH 1,500
    GABRIEL PROJECT OF WEST VIRGINIA INC
    PO BOX 4663
    CHARLESTON,WV25364     		NONE 501(C)(3) MAINTAIN AND EXPAND 3,600
    WETZEL COUNTY CHAMBER OF COMMERCE
    PO BOX 271
    NEW MARTINSVILLE,WV26155     		NONE 501(C)(3) REPLACE OUTDATED AND UNSAFE 8,398
    WETZEL COUNTY EMERGENCY AMBULANCE
    20 EMERGENCY SERVICE LANE
    NEW MARTINSVILLE,WV26155     		NONE 501(C)(3) UPGRADE PATIENT COT TO AN 4,745
    WETZEL TYLER COUNTY ADVOCACY CENTER INC
    102 WEST MAIN STREET
    PADEN CITY,WV26159     		NONE 501(C)(3) IMPROVE THE LIGHTHOUSE 5,950
    SISTERSVILLE PUBLIC LIBRARY
    518 WELLS STREET
    SISTERSVILLE,WV26175     		NONE 501(C)(3) ROOF REPAIRS TO THE LIBRARY 7,000
    TYLER COUNTY 4-H & FARM COMM ASSOC
    311 MAIN STREET
    MIDDLEBOURNE,WV26149     		NONE 501(C)(3) UPGRADES TO THE BOYS DORM 10,000
    WETZEL COUNTY HOPE AND MEMORIES
    8127 FAIRVIEW RIDGE ROAD
    NEW MARTINSVILLE,WV26155     		NONE 501(C)(3) CANCER PATIENT SUPPORT 2,000
    YOUTH SERVICES SYSTEM INC
    87 15TH STREET
    WHEELING,WV26003     		NONE 501(C)(3) YOUTH MENTORING NETWORK FOR 7,500
    FRIENDS OF PADEN CITY POOL
    200 SOUTH 2ND AVENUE
    PADEN CITY,WV26159     		NONE 501(C)(3) REPLACE BABY POOL WITH A 10,000
    PADEN CITY DEVELOPMENT AUTHORITY
    PO BOX 196
    PADEN CITY,WV26159     		NONE 501(C)(3) REPAIR ROOF IN THE PADEN 10,000
    PADEN CITY FOUNDATION INC
    PO BOX 233
    PADEN CITY,WV26159     		NONE 501(C)(3) PADEN CITY MUSEUM & 20,742
    CATHOLIC CHARITIES WEST VIRGINIA
    2000 MAIN STREET SUITE 214
    WHEELING,WV26003     		NONE 501(C)(3) FOOD PANTRY, EMERGENCY 5,000
    Total .................................bullet 3a 398,185
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 57  
    4 Dividends and interest from securities....     14 135,854  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 430,451  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   566,362  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    566,362
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    HARRY E AND OLIVE BARTH CHARITABLE TRUST
    EIN:
    55-6179918
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 675 338   338

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    HARRY E AND OLIVE BARTH CHARITABLE TRUST
    EIN:
    55-6179918
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA 5.875% 01/05/2 151,086 157,865
    BURLINGTON NORTHERN SANTA FE 4 100,038 101,219
    FHLMC FG G18527 3% 10/01/2029 46,023 44,425
    FNMA POOL 963579 5% 06/01/2023 7,685 7,946
    HALLIBURTON 2% 08/01/2018    
    MICROSOFT CORP 2.375% 05/01/20 50,644 48,930

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HARRY E AND OLIVE BARTH CHARITABLE TRUST
    EIN:
    55-6179918
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AETNA INC    
    ALPHABET INC CL A 14,269 48,068
    AMGEN INC 26,048 44,190
    APPLE INC 6,067 31,390
    BOEING CO    
    CHEVRON CORPORATION 32,590 40,252
    CONTINENTAL RESOURCES    
    DANAHER CORP 29,759 44,032
    WALT DISNEY COMPANY 12,216 31,141
    DUPONT DE NEMOURS INC 40,173 39,789
    EQT CORP    
    FEDEX CORP 40,192 35,331
    HALLIBURTON    
    HOME DEPOT INC 13,466 32,130
    HONEYWELL INTERNATIONAL INC 16,697 29,331
    JOHNSON & JOHNSON 29,292 48,652
    LENNAR CORP    
    MARATHON PETROLEUM CORP 18,075 24,843
    MASCO CORP    
    MASTERCARD INC CLASS A 17,440 52,256
    MERCK & CO 41,329 60,822
    MICROSOFT CORP 23,254 61,958
    MONDELEZ INTERNATIONAL 16,542 29,862
    NATIONAL RETAIL PROPERTIES INC    
    PAYPAL HOLDINGS    
    PPG INDUSTRIES INC    
    PALO ALTO NETWORKS 19,594 36,728
    PRUDENTIAL FINANCIAL INC    
    STARBUCKS CORP    
    SPLUNK INC    
    TEXAS INSTRUMENTS INC 15,373 31,941
    US BANCORP 59,244 64,163
    T-MOBILE US INC 30,420 30,406
    UNITED TECHNOLOGIES CORP    
    INVESCO LTD    
    CHUBB LIMITED 21,482 42,888
    BROADCOM INC 35,768 64,841
    CHURCH & DWIGHT CO INC    
    CONSTELLATION BRANDS INC 37,821 36,024
    DELTA AIR LINES    
    FACEBOOK INC 65,353 62,137
    JP MORGAN CHASE 38,928 58,670
    SPDR S&P 500 ETF 110,738 140,955
    NEXTERA ENERGY 24,785 37,197
    MEDTRONIC PLC 43,222 48,118
    ALIBABA GROUP HOLDING LTD 33,843 39,202
    AMAZON.COM INC 50,891 78,102
    BB&T CORPORATION 47,565 41,760
    BRISTOL-MYERS SQUIBB COMPANY 45,013 42,364
    CAPITAL ONE FINANCIAL 54,021 42,784
    RAYTHEON COMPANY 52,081 41,711
    WALGREENS BOOTS ALLIANCE INC    
    OREILLY AUTOMOTIVE 33,481 48,551
    PEPSICO INC    
    CVS HEALTH CORP 42,220 40,950
    WALMART INC 29,267 31,485
    DIGITAL REALTY TRUST INC 43,935 42,087
    DOLLAR TREE 43,975 47,237
    EOG RESOURCES INC 62,208 45,611
    FMC CORPORATION 47,050 39,199
    SALESFORCE.COM INC 44,263 51,227
    SPIRIT AEROSYSTEMS HOLDINGS IN 48,455 42,821
    ULTA BEAUTY INC 28,911 34,522
    KANSAS CITY SOUTHERN 47,250 41,712
    KINDER MORGAN INC 38,128 34,313
    KRAFT HEINZ CO 39,652 27,287
    LOCKHEED MARTIN 54,134 43,204

    TY 2018 InvestmentsOtherSchedule2
    Name:
    HARRY E AND OLIVE BARTH CHARITABLE TRUST
    EIN:
    55-6179918
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABERDEEN EMERGING MKTS FD INST AT COST 10,302 8,777
    INVESCO INT'L GROWTH FD - I AT COST 40,147 36,699
    FEDERATED TOTAL RETURN BD FD # AT COST 462,868 455,668
    I SHARES MSCI ACWX INDEX FUND AT COST 54,777 56,688
    VANGAURD S/T INVEST GR - ADM #      
    WESMARK GROWTH FUND #549 AT COST 424,259 475,279
    WESMARK BALANCED FUND #559 AT COST 171,179 190,789
    WESMARK GOVERNMENT BOND FUND # AT COST 851,677 852,369
    WESMARK SMALL COMPANY GROWTH F AT COST 275,795 339,545
    FEDERATED SHORT TERM INCOME FD AT COST 295,653 293,849
    PRIMECAP ODYSSEY AGGRESSIVE GR AT COST 36,770 42,934
    VANGUARD EQUITY INCOME FD ADM AT COST 35,176 39,416
    HOTCHKIS & WILEY MID CAP VALUE      
    I SHARES CORE US AGGREGATE BON AT COST 351,232 345,347
    I SHARES IBOXX$ INV GRADE CORP      
    I SHARES S&P MIDCAP 400 INDEX AT COST 70,219 82,034
    I SHARES RUSSELL 2000 ETF AT COST 33,787 40,973
    WESMARK TACTICAL OPPORTUNITY F AT COST 303,856 299,875
    SISTERSVILLE COUNTRY CLUB AT COST 75 75
    SISTERSVILLE COUNTRY CLUB PFD AT COST 50 50
    VANGUARD INTM-TERM INV GRADE F AT COST 343,782 343,114
    VICTORY SYCAMORE ESTABLISHED V AT COST 25,944 20,529

    TY 2018 LegalFeesSchedule
    Name:
    HARRY E AND OLIVE BARTH CHARITABLE TRUST
    EIN:
    55-6179918
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 21 11   11


    TY 2018 OtherIncreasesSchedule
    Name:
    HARRY E AND OLIVE BARTH CHARITABLE TRUST
    EIN:
    55-6179918
    Description Amount
    2017 FORM 990-PF TAX REFUND 9
    RECOVERY OF AMOUNT TREATED AS QUAL DIST 15,000


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HARRY E AND OLIVE BARTH CHARITABLE TRUST
    EIN:
    55-6179918
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 18,067 9,033   9,033


    TY 2018 TaxesSchedule
    Name:
    HARRY E AND OLIVE BARTH CHARITABLE TRUST
    EIN:
    55-6179918
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 242 242   0
    FEDERAL TAX PAYMENT - PRIOR YE 8,272 0   0
    FOREIGN TAXES ON QUALIFIED FOR 285 285   0
    FOREIGN TAXES ON NONQUALIFIED 8 8   0