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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
GEORGE A LAUGHLIN 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, WV260033543
A Employer identification number

55-6016889
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$22,941,979
J 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 5,554 5,554  
4 Dividends and interest from securities... 281,793 281,793  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 691,663
b Gross sales price for all assets on line 6a 4,087,763
7 Capital gain net income (from Part IV, line 2)... 691,663
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........ 979,010 979,010  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 102,185 102,185    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 4,932 4,932 0 0
b Accounting fees (attach schedule)....... 1,500 1,500 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 5,226 1,226   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications.......... 200 0 0 200
23 Other expenses (attach schedule)....... 1,058 61   997
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 115,101 109,904 0 1,197
25 Contributions, gifts, grants paid....... 1,016,029 1,016,029
26 Total expenses and disbursements. Add lines 24 and 25 1,131,130 109,904 0 1,017,226
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -152,120
b Net investment income (if negative, enter -0-) 869,106
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 3,390 2,712 2,712
2 Savings and temporary cash investments......... 229,449 521,750 521,750
3 Accounts receivable bullet67,815
Less: allowance for doubtful accounts bullet   10,976 67,815 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) 160,081    
b Investments—corporate stock (attach schedule)....... 4,238,381 Click to see attachment4,065,759 6,826,044
c Investments—corporate bonds (attach schedule)....... 1,119,974 Click to see attachment977,197 1,012,095
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 4,119,546 4,410,373 4,410,373
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment7,665,795 Click to see attachment8,174,163 Click to see attachment10,169,005
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,547,592 18,219,769 22,941,979
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 17,547,592 18,219,769
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 17,547,592 18,219,769
30 Total liabilities and net assets/fund balances (see instructions). 17,547,592 18,219,769
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
17,547,592
2
Enter amount from Part I, line 27a .....................
2
-152,120
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
824,297
4
Add lines 1, 2, and 3 ..........................
4
18,219,769
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 29 .
6
18,219,769
Form 990-PF (2020)
Form 990-PF (2020)
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 1521.02 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-01-15
b 124.89 FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-01-15
c 692.71 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-01-27
d 385.86 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-02-18
e 125.52 FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-02-18
1350.08 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-02-25
160000. VIRGINIA BEACH VA BUILD AMERICA BONDS-A-2 4.65% 03/15/2025-202   2010-05-19 2020-03-15
1610.3 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-03-16
126.15 FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-03-16
1313. ADVANCED MICRO DEVICES INC   2019-03-07 2020-03-20
150. ALIBABA GROUP HOLDING LTD     2020-03-20
18. AMAZON.COM INC.     2020-03-20
86. AMGEN INC.     2020-03-20
72. APPLE INC   2019-03-07 2020-03-20
161. CVS HEALTH CORP   2018-07-11 2020-03-20
462. CONAGRA BRANDS INC   2019-10-11 2020-03-20
43. DANAHER CORP   2015-09-30 2020-03-20
131. DIGITAL REALTY TRUST (REIT)   2018-10-02 2020-03-20
958. DOLLAR TREE     2020-03-20
477. EOG RESOURCES INC     2020-03-20
1101. EOG RESOURCES INC     2020-03-20
6368.54 FEDERATED SHORT-TERM INCOME FD -SVC     2020-03-20
6312.59 FEDERATED HERMES TOTAL RETURN BD FD #328     2020-03-20
478. I SHARES CORE U.S. AGGREGATE BOND ETF   2016-02-10 2020-03-20
27. JP MORGAN CHASE   2019-03-07 2020-03-20
165. JOHNSON & JOHNSON     2020-03-20
48. KANSAS CITY SOUTHERN   2018-10-02 2020-03-20
105. MICROSOFT CORP   2018-04-04 2020-03-20
26. NEXTERA ENERGY   2016-02-10 2020-03-20
111. PAYPAL HOLDINGS   2019-03-07 2020-03-20
124. PEPSICO INC   2019-03-07 2020-03-20
5496.179 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2018-07-11 2020-03-20
16762.201 WESMARK GOVERNMENT BOND FUND #556     2020-03-20
2971.79 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-03-25
.4304 RAYTHEON TECHNOLOGIES   2018-07-11 2020-04-03
374.56 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-04-15
116.02 FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-04-15
2155.09 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-04-27
396.1 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-05-15
127.36 FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-05-15
686.16 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-05-26
1317.32 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-06-15
128. FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-06-15
3479.91 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-06-25
1077. T-MOBILE US INC - RIGHTS     2020-07-10
1451.26 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-07-15
128.63 FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-07-15
3844.32 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-07-27
263. WALT DISNEY COMPANY     2020-08-05
768. WALT DISNEY COMPANY     2020-08-05
100.912 ABERDEEN EMERGING MKTS FD.INST     2020-08-13
221. ADVANCED MICRO DEVICES INC   2019-03-07 2020-08-13
231.914 INVESCO INTL GROWTH FUND-R6     2020-08-13
32. ALIBABA GROUP HOLDING LTD   2019-07-12 2020-08-13
15. AMAZON.COM INC.   2017-02-16 2020-08-13
69. APPLE INC   2019-07-12 2020-08-13
72. BOEING CO.   2019-10-11 2020-08-13
158. BROADCOM INC     2020-08-13
339. CHEVRON CORPORATION     2020-08-13
146. CONSTELLATION BRANDS, INC.     2020-08-13
90. DANAHER CORP   2015-09-30 2020-08-13
283. FMC CORPORATION   2018-07-11 2020-08-13
71. FACEBOOK INC   2018-10-02 2020-08-13
56221.106 FEDERATED SHORT-TERM INCOME FUND CLASS I     2020-08-13
2656. I SHARES BARCLAYS 1-3 YR TREASURY BOND F   2020-03-20 2020-08-13
74. ISHARES MSCI ACWX INDEX FUND ETF   2017-12-13 2020-08-13
148. KANSAS CITY SOUTHERN     2020-08-13
1472. KINDER MORGAN INC   2018-11-02 2020-08-13
664. MARATHON PETROLEUM CORP   2020-03-20 2020-08-13
1117. MARATHON PETROLEUM CORP     2020-08-13
49. MASTERCARD INC     2020-08-13
90. MICROSOFT CORP     2020-08-13
722. MORGAN STANLEY   2019-03-07 2020-08-13
6. PALO ALTO NETWORKS   2019-07-12 2020-08-13
136. PAYPAL HOLDINGS   2019-07-12 2020-08-13
29.257 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1   2018-07-11 2020-08-13
72. PRUDENTIAL FINANCIAL INC   2019-07-12 2020-08-13
55. SPDR S&P 500 ETF     2020-08-13
120. SALESFORCE.COM INC     2020-08-13
137. TJX COMPANIES INC   2019-10-11 2020-08-13
133. T-MOBILE US INC     2020-08-13
248. TRUIST FINANCIAL CORP     2020-08-13
135. TYSON FOODS INC CL A   2020-03-20 2020-08-13
43. ULTA BEAUTY INC   2018-04-04 2020-08-13
7. UNITEDHEALTH GROUP INC   2019-07-12 2020-08-13
9278.399 WESMARK LARGE COMPANY FUND #549     2020-08-13
21742.134 WESMARK SMALL COMPANY GROWTH FUND     2020-08-13
1140. MEDTRONIC PLC     2020-08-13
62. MEDTRONIC PLC   2020-03-20 2020-08-13
365.97 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-08-17
129.28 FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-08-17
4093.38 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-08-25
377.88 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-09-15
129.93 FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-09-15
733.34 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-09-25
381.2 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-10-15
130.58 FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-10-15
1036.61 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-10-26
401.87 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-11-16
131.22 FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-11-16
142.397 ABERDEEN EMERGING MKTS FD.INST     2020-11-18
61. ADVANCED MICRO DEVICES INC   2019-10-11 2020-11-18
133.031 INVESCO INTL GROWTH FUND-R6     2020-11-18
19. ALPHABET INC CL A     2020-11-18
79. APPLE INC     2020-11-18
32. BOEING CO.   2019-10-11 2020-11-18
59. BROADCOM INC     2020-11-18
170. CVS HEALTH CORP   2018-07-11 2020-11-18
63. CONSTELLATION BRANDS, INC.     2020-11-18
38. DANAHER CORP   2015-09-30 2020-11-18
107. DUPONT DE NEMOURS INC   2018-04-04 2020-11-18
31. FACEBOOK INC   2019-10-11 2020-11-18
163. FEDEX CORP   2020-08-13 2020-11-18
59. I SHARES CORE S&P MIDCAP ETF     2020-11-18
93. I SHARES RUSSELL 2000 ETF     2020-11-18
150. ISHARES MSCI ACWX INDEX FUND ETF   2017-12-13 2020-11-18
112. JP MORGAN CHASE     2020-11-18
15. MICROSOFT CORP   2019-10-11 2020-11-18
18. MONDELEZ INTERNATIONAL     2020-11-18
112. MORGAN STANLEY   2019-03-07 2020-11-18
94. NEXTERA ENERGY   2016-02-10 2020-11-18
15. PALO ALTO NETWORKS   2019-07-12 2020-11-18
20. PEPSICO INC   2019-03-07 2020-11-18
159.437 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1   2018-07-11 2020-11-18
27. PRUDENTIAL FINANCIAL INC   2019-07-12 2020-11-18
30. RAYTHEON TECHNOLOGIES   2018-07-11 2020-11-18
17. SPDR S&P 500 ETF     2020-11-18
199. SALESFORCE.COM INC     2020-11-18
176. STARBUCKS CORP   2020-08-13 2020-11-18
21. TJX COMPANIES INC   2019-10-11 2020-11-18
67. T-MOBILE US INC   2017-06-14 2020-11-18
312. TRUIST FINANCIAL CORP   2017-12-13 2020-11-18
437. US BANCORP     2020-11-18
74. ULTA BEAUTY INC   2019-10-11 2020-11-18
27. UNITEDHEALTH GROUP INC   2019-07-12 2020-11-18
51.084 VANGUARD EQUITY INCOME FUND -ADM#565   2017-12-13 2020-11-18
109.766 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2018-07-11 2020-11-18
72. WALMART INC   2018-07-11 2020-11-18
2344.366 WESMARK LARGE COMPANY FUND #549     2020-11-18
4476.463 WESMARK SMALL COMPANY GROWTH FUND   2019-03-07 2020-11-18
1363.558 WESMARK TACTICAL OPPORTUNITY FUND   2019-07-12 2020-11-18
3663.83 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-11-25
100000. WELLS FARGO 2.55% 12/07/2020   2019-12-17 2020-12-07
372.65 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2020-12-15
110.36 FHLMC POOL J04241 5.5% 01/01/2022   2007-08-27 2020-12-15
6107.69 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2020-12-28
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(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 1,521   1,540 -19
b 125   124 1
c 693   697 -4
d 386   391 -5
e 126   125 1
1,350   1,359 -9
160,000   160,000  
1,610   1,630 -20
126   126  
54,779   29,065 25,714
27,829   22,259 5,570
33,695   24,092 9,603
16,450   11,501 4,949
17,848   12,450 5,398
8,891   10,876 -1,985
12,156   13,250 -1,094
5,411   2,787 2,624
16,381   14,571 1,810
70,534   80,528 -9,994
16,673   35,801 -19,128
38,484   131,071 -92,587
53,114   54,196 -1,082
66,408   68,690 -2,282
52,478   52,482 -4
2,359   2,766 -407
20,525   18,473 2,052
5,457   5,508 -51
15,019   9,454 5,565
5,368   2,944 2,424
10,068   10,635 -567
13,844   14,408 -564
52,324   51,719 605
165,611   167,923 -2,312
2,972   2,991 -19
26   36 -10
375   379 -4
116   116  
2,155   2,169 -14
396   401 -5
127   127  
686   691 -5
1,317   1,333 -16
128   128  
3,480   3,503 -23
151   280 -129
1,451   1,469 -18
129   128 1
3,844   3,870 -26
33,730   26,218 7,512
98,498   44,721 53,777
1,638   1,255 383
18,047   4,892 13,155
7,607   7,354 253
8,102   5,441 2,661
47,492   12,636 34,856
31,657   14,044 17,613
12,509   26,830 -14,321
51,951   38,368 13,583
30,496   38,324 -7,828
25,690   24,895 795
18,606   5,834 12,772
31,084   21,817 9,267
18,484   11,365 7,119
487,437   476,324 11,113
229,535   229,990 -455
3,453   3,675 -222
26,967   16,750 10,217
20,932   19,951 981
24,745   12,504 12,241
41,626   50,705 -9,079
15,991   9,209 6,782
18,780   3,189 15,591
37,528   29,592 7,936
1,566   1,299 267
26,073   16,316 9,757
1,391   1,437 -46
4,992   7,357 -2,365
18,502   12,149 6,353
23,454   18,889 4,565
7,836   8,051 -215
15,333   8,517 6,816
9,652   12,451 -2,799
8,801   7,570 1,231
9,498   8,817 681
2,241   1,858 383
206,166   185,563 20,603
310,478   283,120 27,358
115,146   93,429 21,717
6,262   4,914 1,348
366   370 -4
129   129  
4,093   4,120 -27
378   382 -4
130   129 1
733   738 -5
381   386 -5
131   130 1
1,037   1,043 -6
402   407 -5
131   131  
2,651   1,901 750
5,060   1,815 3,245
4,665   4,288 377
33,375   9,509 23,866
9,366   3,691 5,675
7,113   11,924 -4,811
22,410   8,474 13,936
11,467   11,484 -17
12,918   10,964 1,954
8,728   2,463 6,265
6,779   12,763 -5,984
8,489   5,743 2,746
46,484   33,230 13,254
12,755   11,291 1,464
16,637   15,275 1,362
7,594   7,450 144
13,155   11,504 1,651
3,202   2,106 1,096
1,056   518 538
6,592   4,591 2,001
7,264   2,661 4,603
4,349   3,247 1,102
2,909   2,324 585
8,350   7,832 518
2,043   2,759 -716
2,091   2,497 -406
6,136   4,063 2,073
51,014   30,543 20,471
17,351   13,931 3,420
1,306   1,234 72
8,658   4,282 4,376
15,065   15,595 -530
19,326   22,630 -3,304
20,431   18,400 2,031
9,541   7,168 2,373
3,918   4,038 -120
4,454   4,586 -132
10,786   6,234 4,552
55,960   44,962 10,998
68,848   54,120 14,728
15,885   15,040 845
3,664   3,688 -24
100,000   100,000  
373   377 -4
110   110  
6,108   6,148 -40
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
      318,444
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       -19
b       1
c       -4
d       -5
e       1
      -9
       
      -20
       
      25,714
      5,570
      9,603
      4,949
      5,398
      -1,985
      -1,094
      2,624
      1,810
      -9,994
      -19,128
      -92,587
      -1,082
      -2,282
      -4
      -407
      2,052
      -51
      5,565
      2,424
      -567
      -564
      605
      -2,312
      -19
      -10
      -4
       
      -14
      -5
       
      -5
      -16
       
      -23
      -129
      -18
      1
      -26
      7,512
      53,777
      383
      13,155
      253
      2,661
      34,856
      17,613
      -14,321
      13,583
      -7,828
      795
      12,772
      9,267
      7,119
      11,113
      -455
      -222
      10,217
      981
      12,241
      -9,079
      6,782
      15,591
      7,936
      267
      9,757
      -46
      -2,365
      6,353
      4,565
      -215
      6,816
      -2,799
      1,231
      681
      383
      20,603
      27,358
      21,717
      1,348
      -4
       
      -27
      -4
      1
      -5
      -5
      1
      -6
      -5
       
      750
      3,245
      377
      23,866
      5,675
      -4,811
      13,936
      -17
      1,954
      6,265
      -5,984
      2,746
      13,254
      1,464
      1,362
      144
      1,651
      1,096
      538
      2,001
      4,603
      1,102
      585
      518
      -716
      -406
      2,073
      20,471
      3,420
      72
      4,376
      -530
      -3,304
      2,031
      2,373
      -120
      -132
      4,552
      10,998
      14,728
      845
      -24
       
      -4
       
      -40
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 691,663
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 12,081
c All other domestic foundations enter 1.39% 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 12,081
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 12,081
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 14,669
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,669
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 17,588
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet12,084 RefundedBullet 11 5,504
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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+4bullet260033543
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    8
    102,185    
    1 BANK PLAZA
    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 (2020)
    Form 990-PF (2020)
    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  
    2  
    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 (2020)
    Form 990-PF (2020)
    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
    20,429,671
    b
    Average of monthly cash balances.......................
    1b
    265,581
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,695,252
    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
    20,695,252
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    310,429
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,384,823
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,019,241
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,019,241
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,081
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,081
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,007,160
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    7,799
    5
    Add lines 3 and 4............................
    5
    1,014,959
    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
    1,014,959
    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
    1,017,226
    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
    1,017,226
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,017,226
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,014,959
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 950,489
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,017,226
    a Applied to 2019, but not more than line 2a 950,489
    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 2020 distributable amount..... 66,737
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    948,222
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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:
    MARNIE HEDGES
    C/O WESBANCO BANK 1 BANK PLAZA
    WHEELING,WV26003
    (304) 234-9400
    MHEDGES@WESBANCO.COM
    bThe form in which applications should be submitted and information and materials they should include:
    UNIVERSAL RESIDENTIAL LOAN APPLICATION (URLA), SUPPORTING FINANCIAL DOCUMENTATION, AND ADDENDUM LISTING LEGALLY DEPENDENT CHILDREN LIVING AT HOME AND THEIR AGES
    cAny submission deadlines:
    APRIL 1 - APRIL 30
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    INTEREST FREE MORTGAGE LOANS TO OHIO COUNTY, WEST VIRGINIA RESIDENTS WITH AT LEAST 1 LEGALLY DEPENDENT CHILD LIVING AT HOME AND UNABLE TO SECURE A MORTGAGE LOAN THROUGH NORMAL PROCESSES.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Richard Deborah Greene
    16 ECHO TERRACE
    Wheeling,WV26003
    NONE N/A HOUSING 2,587
    Tacey Galloway
    62 13TH STREET
    Wheeling,WV26003
    NONE N/A HOUSING 356
    Patrick Pamela Doty
    334 RICHLAND AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 11
    Damon Clark
    160 14TH STREET
    Wheeling,WV26003
    NONE N/A HOUSING 1,986
    Dennis Marlene Prochaska
    RD 2 BOX 120
    Valley Grove,WV26060
    NONE N/A HOUSING 25
    Donald Patricia Schuler
    70 MT LEBANON DRIVE
    Wheeling,WV26003
    NONE N/A HOUSING 2,106
    Delmer Stephanie Loew
    RD 2 BOX 249A-1 POTOMAC ROAD
    Valley Grove,WV26060
    NONE N/A HOUSING 4,387
    Scott Kerry Mortis
    104 N 10TH STREET
    Wheeling,WV26003
    NONE N/A HOUSING 3,304
    Lisa Parsons
    104 NORTH 10TH STREET
    Wheeling,WV26003
    NONE N/A HOUSING 5,013
    Michael Darla Garrett
    142 NORTH 16TH STREET
    Wheeling,WV26003
    NONE N/A HOUSING 3,268
    Scott Rebecca Hedrick
    105 PARKVIEW LANE
    Wheeling,WV26003
    NONE N/A HOUSING 2,872
    Dirk Valerie Roe
    108 PINE AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,264
    Evelyn Stewart
    RD 1 BOX 286
    Triadelphia,WV26059
    NONE N/A HOUSING 25
    Bruce Christina Yates
    434 N HURON STREET
    Wheeling,WV26003
    NONE N/A HOUSING 10,823
    Tammy Gregg
    1 LIND STREET COMMONS
    Wheeling,WV26003
    NONE N/A HOUSING 1,405
    Melissa Druschel
    35 KENTUCKY STREET
    Wheeling,WV26003
    NONE N/A HOUSING 4,940
    Charles Gladys Lough
    417 WARWOOD AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 3,666
    Renae Mills
    217 NORTH ERIE STREET
    Wheeling,WV26003
    NONE N/A HOUSING 11
    Michael Amy Page
    408 HAZLETT AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,478
    George Trina Pissos
    122 NORTH 19TH STREET
    Wheeling,WV26003
    NONE N/A HOUSING 3,616
    Nadine Shaw
    6 CROSS STREET
    Wheeling,WV26003
    NONE N/A HOUSING 2,683
    Donald Jacqueline Shriner
    704 WARWOOD AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 3,709
    Michael Tina Simpson
    1515 ROCK POINT ROAD
    Wheeling,WV26003
    NONE N/A HOUSING 1,002
    Kathleen Bryan
    29 ELM CREST DRIVE
    Wheeling,WV26003
    NONE N/A HOUSING 6,410
    Jay Christy Adams
    18 CLAY AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,266
    David Laura Grubler
    10 RIDGE STREET
    Wheeling,WV26003
    NONE N/A HOUSING 3,560
    Tina Holman
    RD 2 BOX 119
    Triadelphia,WV26059
    NONE N/A HOUSING 2,159
    David Melissa Beever
    127 MT LEBANON DRIVE
    Wheeling,WV26003
    NONE N/A HOUSING 3,403
    John Heather Leatherman
    431 WARWOOD AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,147
    Donald Tara Musilli
    21 LOCUST AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 8,420
    Scott Jill Phair
    1101 WEST WASHINGTON AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 3,628
    Ann Marie Senkbeil
    210 EAST CLIFTON ADDITION
    Wheeling,WV26003
    NONE N/A HOUSING 1,728
    Jeffrey Michelle Bennett
    120 CENTER AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,729
    Melissa Eddy
    6 INDIANA STREET
    Wheeling,WV26003
    NONE N/A HOUSING 2,854
    Nancy McCarthy
    2329 WARWOOD AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,130
    Andrew Laura Ondeck
    121 CENTER AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 6,507
    Michael Dytko
    312 STONE CHURCH ROAD
    Wheeling,WV26003
    NONE N/A HOUSING 1,992
    Uba Maung Mathein Aye
    42 CHANTAL AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 6,524
    Robert Tami Seevers
    231 BOGGS HILL ROAD
    Wheeling,WV26003
    NONE N/A HOUSING 3,996
    Tobias Erin Bachman
    3 MT LEBANON DRIVE
    Wheeling,WV26003
    NONE N/A HOUSING 2,542
    Brian Crook Nikki Shearer
    84 NORTH 22ND STREET
    Wheeling,WV26003
    NONE N/A HOUSING 1,744
    Sherry Friedrichs
    2324 CHAPLINE STREET
    Wheeling,WV26003
    NONE N/A HOUSING 2,007
    Renee Postlewait
    30 WASHINGTON STREET
    West Liberty,WV26074
    NONE N/A HOUSING 951
    Bridget Doyle
    125 MT LEBANON DRIVE
    Wheeling,WV26003
    NONE N/A HOUSING 2,102
    Kara Heldreth
    1501 MILLS STREET
    Wheeling,WV26003
    NONE N/A HOUSING 1,582
    Joseph Vansickle
    104 N 18TH STREET
    Wheeling,WV26003
    NONE N/A HOUSING 1,939
    Lara Whorton-Parsons
    2502 NATIONAL ROAD
    Wheeling,WV26003
    NONE N/A HOUSING 1,883
    Sheila Greene
    45 VISTA AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,518
    Cynthia Lewis
    9 IDABELLE AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 6,673
    Misti Jo Barnes
    283 INCLINE AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,123
    Mark Virginia Ackerman
    93 LYNWOOD AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,839
    Dawn McCroskey
    111 NORTHWOOD DRIVE
    Wheeling,WV26003
    NONE N/A HOUSING 2,707
    Amber Lynn Currence
    75 LOGAN DRIVE
    Valley Grove,WV26060
    NONE N/A HOUSING 2,104
    Lucinda R Alaminski
    2507 CADILLAC AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 3,959
    Jesse Ludolph
    2505 CADILLAC AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 3,246
    Betty Hindman
    1 WEBSTER AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 4,196
    James McKitrick
    419 HAZLETT AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 6,906
    Shannon Stephen Lawson
    153 CHAPEL ROAD
    Wheeling,WV26003
    NONE N/A HOUSING 3,923
    Robert Kimberly Hall
    1311 VALLEY VIEW AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 7,269
    Jeremy Michael Pollen
    161 KRUGER STREET
    Wheeling,WV26003
    NONE N/A HOUSING 3,256
    Jennifer Jo Baker
    43 HIGHLAND AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 1,947
    Gerald Jessica Mitchell
    11 ROCK POINT ROAD
    Wheeling,WV26003
    NONE N/A HOUSING 3,134
    James Morris
    2501 HESS AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 3,399
    Anush Pusz
    110 ALICE AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 5,286
    Haitham Dhahir Shaymaa Jawad
    16 AUSTIN AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 783
    Meredith K Daugue
    132 TAYLOR AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 3,204
    Heather Baciak
    109 NORTH 18TH STREET
    Wheeling,WV26003
    NONE N/A HOUSING 3,525
    Michelle Frangopolous
    16 RICHMOND AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,645
    Kathryn William Wheeler
    134 MAPLE DAVIS LANE
    Wheeling,WV26003
    NONE N/A HOUSING 3,875
    Nolan Brown
    139 CHAPEL ROAD
    Wheeling,WV26003
    NONE N/A HOUSING 2,103
    Steve Shearer
    2356 DIXONS RUN ROAD
    Triadelphia,WV26059
    NONE N/A HOUSING 2,186
    John Zachary Abrigg
    33 MCCREADY AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 1,453
    Jessica Sutphin
    8 NORTH FRAZIER AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,329
    Sara & Nicholas Campbell-McCort
    150 KEY AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,587
    Devin Morris
    2515 LINCOLN AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 3,426
    Rebekah L Annett
    41 CHERRY HILL ROAD
    Wheeling,WV26003
    NONE N/A HOUSING 1,516
    Heather Fedorke
    29 RIDGEWOOD AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 3,653
    Sharon Louise Altman
    154 GCP ROAD
    Wheeling,WV26003
    NONE N/A HOUSING 1,700
    Amanda Vance
    631 GLENHITE AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 1,224
    Amber Marie Poling
    439 HURON STREET
    Wheeling,WV26003
    NONE N/A HOUSING 2,195
    Ronica Mowder
    28 BEEHAVEN DRIVE
    Wheeling,WV26003
    NONE N/A HOUSING 2,222
    Victoria Perricellia
    2729 WOOD STREET
    Wheeling,WV26003
    NONE N/A HOUSING 2,068
    Jessica Cook
    112 S BROADWAY STREET
    Wheeling,WV26003
    NONE N/A HOUSING 3,035
    Zachary Hummel
    480 B WOODLAND LANE
    Wheeling,WV26003
    NONE N/A HOUSING 1,615
    Sarah L Smith
    1442 NOTTAWAY DRIVE
    Wheeling,WV26003
    NONE N/A HOUSING 3,646
    Kelly Manns
    449 WAGNER STREET
    Wheeling,WV26003
    NONE N/A HOUSING 2,372
    Victoria Lungu
    1973 HIGHLAND LANE
    Wheeling,WV26003
    NONE N/A HOUSING 3,612
    Julie M Skedel
    58 MONROE AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 4,011
    Carrie West
    102 W BETHLEHEM BLVD
    Wheeling,WV26003
    NONE N/A HOUSING 1,340
    Jamie Kavanas
    11 RAVINE AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 2,391
    Sarah Pritt
    59 GASHELL RUN ROAD
    Triadelphia,WV26003
    NONE N/A HOUSING 2,036
    Jessica Ernest
    2511 VANCE AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 3,279
    Latisha Farmer
    510 HAZLETT AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 1,259
    Marianne Clatterbuck
    202 CHERRY BROOK DRIVE
    Wheeling,WV26003
    NONE N/A HOUSING 2,314
    Andrew & Ryan Miller
    106 GRANT AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 4,845
    Shirley Sisarcick
    2510 VANCE AVENUE
    Wheeling,WV26003
    NONE N/A HOUSING 6,574
    Gary Flanegin Jr
    105 BURTRAND LANE
    Wheeling,WV26003
    NONE N/A HOUSING 1,908
    KATHERINE MARSHALL
    114 14TH STREET
    WHEELING,WV26003
    NONE N/A HOUSING 18,780
    CASSANDRA MAZESKA
    54 ELM LANE
    WHEELING,WV26003
    NONE N/A HOUSING 1,524
    FRANCES ADAMS
    4107 WEST ALEXANDER GROVE
    VALLEY GROVE,WV26060
    NONE N/A HOUSING 1,060
    LOGAN & ALEXANDRA THORN
    12 CHERRY LANE
    WHEELING,WV26003
    NONE N/A HOUSING 2,246
    DEMITRIA GOODWIN
    111 GAMBLE AVENUE
    WHEELING,WV26003
    NONE N/A HOUSING 96,635
    CAROLYN SANTILLI
    107 HIDEAWAY DRIVE
    WHEELING,WV26003
    NONE N/A HOUSING 113,937
    JESSICA WEBB
    32 EAGLE AVENUE
    WHEELING,WV26003
    NONE N/A HOUSING 68,921
    DEBORAH ERNEST
    123 N 17TH STREET
    WHEELING,WV26003
    NONE N/A HOUSING 112,080
    MARIAH ALOE
    17 ALFRED STREET
    WHEELING,WV26003
    NONE N/A HOUSING 97,717
    RACHEL NELSON-GREEN
    14 MARYLAND STREET
    WHEELING,WV26003
    NONE N/A HOUSING 117,358
    DANELL MORRIS
    2127 MARSHALL AVENUE
    WHEELING,WV26003
    NONE N/A HOUSING 982
    ZACK AND WHITNEY KANDIS
    15 POINT MILLS ROAD
    WHEELING,WV26003
    NONE N/A HOUSING 94,633
    Total .................................bullet 3a 1,016,029
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 5,554  
    4 Dividends and interest from securities....     14 281,793  
    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 ............
        18 691,663  
    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)..   979,010  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    979,010
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    GEORGE A LAUGHLIN TRUST
    EIN:
    55-6016889
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500 1,500    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    GEORGE A LAUGHLIN TRUST
    EIN:
    55-6016889
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FHLMC POOL J04241 5.5% DUE 1/1 421 424
    FHLMC POOL #FGC91179 5.5% 3/1/ 35,234 38,918
    COLGATE PALMOLIVE 1.95% 2/1/23 198,240 206,960
    GE CAPITAL 4.625% 1/7/2021 99,092 100,023
    PNC BANK NA 2.7% 11/1/2022 99,900 104,175
    GENERAL ELECTRIC CAP CORP FLOA 200,000 200,864
    WELLS FARGO 2.55% 12/07/2020    
    MICROSOFT CORP 2.375% 05/01/20 100,714 104,516
    FNMA POOL #FNMA1802 3% 01/01/2 92,520 97,252
    WELLS FARGO 3.45% 02/13/2023 151,076 158,963

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GEORGE A LAUGHLIN TRUST
    EIN:
    55-6016889
    Name of Stock End of Year Book Value End of Year Fair Market Value
    UNITEDHEALTH GROUP INC 94,442 126,595
    APPLE INC 14,154 231,013
    BROADCOM CORP 74,509 222,428
    CHEVRON CORPORATION 50,068 61,142
    BOEING CO 108,313 102,321
    GILEAD SCIENCES INC 106,285 92,167
    MORGAN STANLEY 66,536 113,965
    AMGEN INC 74,047 125,306
    CVS HEALTH CORP 145,945 164,740
    WALT DISNEY COMPANY    
    JOHNSON & JOHNSON 93,339 168,082
    MASTERCARD INC CLASS A 40,035 205,597
    MICROSOFT CORP 35,418 214,413
    MONDELEZ INTERNATIONAL 37,709 96,300
    STARBUCKS CORP 78,282 105,803
    US BANCORP 170,260 203,412
    PRUDENTIAL FINANCIAL INC 139,448 133,109
    ADVANCED MICRO DEVICES INC 41,361 158,842
    MARATHON PETROLEUM CORP    
    PALO ALTO NETWORKS 52,082 143,933
    TRUIST FINANCIAL CORP 104,954 111,293
    ALPHABET INC CL A 94,054 238,359
    DANAHER CORP 27,289 93,521
    FEDEX CORP 93,981 119,685
    MERCK & CO 127,340 180,778
    CONAGRA BRANDS INC 77,504 95,908
    CONSTELLATION BRANDS INC 70,391 102,735
    FACEBOOK INC 121,233 236,557
    JP MORGAN CHASE 100,662 192,003
    NEXTERA ENERGY 42,066 111,868
    SPDR S&P 500 ETF 87,094 172,733
    MEDTRONIC PLC    
    PAYPAL HOLDINGS 102,781 235,839
    PEPSICO INC 92,841 114,784
    RAYTHEON COMPANY 140,409 134,224
    TJX COMPANIES INC 117,403 144,092
    T-MOBILE US INC 56,275 118,263
    ALIBABA GROUP HOLDING LTD 62,168 130,562
    AMAZON.COM 91,228 283,353
    WALMART INC 55,981 91,391
    DIGITAL REALTY TRUST INC 108,720 126,675
    DOLLAR TREE    
    DUPONT DE NEMOURS INC 144,470 144,496
    EOG RESOURCES INC    
    FMC CORPORATION 89,552 132,284
    SALESFORCE.COM, INC 99,934 186,480
    PHILLIPS 66 65,327 71,968
    ULTA BEAUTY INC 74,400 100,793
    KANSAS CITY SOUTHERN 84,284 157,180
    KINDER MORGAN INC 71,061 64,440
    LOCKHEED MARTIN 127,589 136,312
    TYSON FOODS INC CL A 112,535 128,300

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    GEORGE A LAUGHLIN TRUST
    EIN:
    55-6016889
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 LegalFeesSchedule
    Name:
    GEORGE A LAUGHLIN TRUST
    EIN:
    55-6016889
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 4,932 4,932    


    TY 2020 OtherAssetsSchedule
    Name:
    GEORGE A LAUGHLIN TRUST
    EIN:
    55-6016889
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    WESMARK GOVERNMENT BOND FUND 1,484,654 1,774,460 1,828,179
    WESMARK SMALL COMPANY GROWTH 1,246,097 1,041,115 2,011,281
    FEDERATED GOV'T ULTRA SHORT DU 42,772 87,773 88,120
    WESMARK TACTICAL OPPORTUNITY F 748,632 819,106 947,574
    ABERDEEN EMERGING MKTS FD INST 17,559 16,207 28,096
    INVESCO INT'L GROWTH FD - I 95,656 101,121 114,324
    FEDERATED HERMES TOTAL RETURN 794,259 916,666 980,364
    I SHARES CORE US AGGREGATE BON 590,175 690,795 744,006
    I SHARES MSCI ACWX INDEX FUND 135,715 139,545 182,192
    FEDERATED SHORT TERM INCOME FD 530,520 0 0
    I SHARES RUSSELL 2000 ETF 134,913 141,160 237,037
    PRIMECAP ODYSSEY AGGRESSIVE GR 84,084 74,815 131,782
    VANGUARD EQUITY INCOME FD ADM 140,832 149,322 170,733
    WESMARK GROWTH FUND #549 831,874 684,236 1,027,944
    I SHARES CORE S&P MIDCAP ETF 150,473 157,895 252,353
    VANGUARD INTM-TERM INV GRADE F 579,698 1,316,995 1,361,184
    VICTORY SYCAMORE ESTABLISHED V 57,882 62,952 63,836


    TY 2020 OtherExpensesSchedule
    Name:
    GEORGE A LAUGHLIN TRUST
    EIN:
    55-6016889
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 997 0   997
    OTHER NON-ALLOCABLE EXPENSE - 61 61   0


    TY 2020 OtherIncreasesSchedule
    Name:
    GEORGE A LAUGHLIN TRUST
    EIN:
    55-6016889
    Description Amount
    INCREASE IN MORTGAGE LOANS 816,498
    INSURANCE POLICY REFUNDS 7,799


    TY 2020 TaxesSchedule
    Name:
    GEORGE A LAUGHLIN TRUST
    EIN:
    55-6016889
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 490 490   0
    FEDERAL ESTIMATES - PRINCIPAL 4,000 0   0
    FOREIGN TAXES ON QUALIFIED FOR 634 634   0
    FOREIGN TAXES ON NONQUALIFIED 102 102   0