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
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$8,239,572J 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 1,132 1,132  
4 Dividends and interest from securities... 139,607 139,607  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 294,174
b Gross sales price for all assets on line 6a 1,808,012
7 Capital gain net income (from Part IV, line 2)... 294,174
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........ 434,913 434,913  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,492 36,246   36,246
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 113 56 0 56
b Accounting fees (attach schedule)....... Click to see attachment 675 338 0 338
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,856 498   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)....... Click to see attachment 23      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,159 37,138 0 36,640
25 Contributions, gifts, grants paid....... 370,750 370,750
26 Total expenses and disbursements. Add lines 24 and 25 447,909 37,138 0 407,390
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -12,996
b Net investment income (if negative, enter -0-) 397,775
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............. 596 -5,556 -5,556
2 Savings and temporary cash investments......... 163,915 154,147 154,147
3 Accounts receivable bullet37,287
Less: allowance for doubtful accounts bullet   6,368 37,287 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)....... 1,668,777 Click to see attachment1,675,952 2,818,174
c Investments—corporate bonds (attach schedule)....... 242,799 Click to see attachment229,692 231,867
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,130,233 Click to see attachment4,108,170 5,040,940
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) 6,212,688 6,199,692 8,239,572
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........ 6,212,688 6,199,692
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)..... 6,212,688 6,199,692
30 Total liabilities and net assets/fund balances (see instructions). 6,212,688 6,199,692
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
6,212,688
2
Enter amount from Part I, line 27a .....................
2
-12,996
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,199,692
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
6,199,692
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 622.97 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-01-15
b 151.99 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2020-01-27
c 701.08 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-02-18
d 560. FNMA POOL 963579 5% 06/01/2023   2008-08-20 2020-02-25
e 673.35 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-03-16
189. ADVANCED MICRO DEVICES INC   2019-03-07 2020-03-20
12. ALIBABA GROUP HOLDING LTD   2018-10-02 2020-03-20
8. AMAZON.COM INC.     2020-03-20
6. AMGEN INC.   2019-03-07 2020-03-20
205. CONAGRA BRANDS INC   2019-10-11 2020-03-20
5. DANAHER CORP   2015-09-30 2020-03-20
105. DIGITAL REALTY TRUST (REIT)   2018-10-02 2020-03-20
392. DOLLAR TREE     2020-03-20
104. DOLLAR TREE   2019-12-12 2020-03-20
427. EOG RESOURCES INC     2020-03-20
181. EOG RESOURCES INC     2020-03-20
5484.058 FEDERATED SHORT-TERM INCOME FD -SVC     2020-03-20
5673.609 FEDERATED HERMES TOTAL RETURN BD FD #328     2020-03-20
436. I SHARES CORE U.S. AGGREGATE BOND ETF     2020-03-20
44. JOHNSON & JOHNSON     2020-03-20
16. MICROSOFT CORP     2020-03-20
30. MONDELEZ INTERNATIONAL   2010-02-12 2020-03-20
14. NEXTERA ENERGY   2016-02-10 2020-03-20
35. PAYPAL HOLDINGS   2019-03-07 2020-03-20
63. PEPSICO INC   2019-03-07 2020-03-20
19. T-MOBILE US INC   2017-06-14 2020-03-20
5047.498 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2018-07-11 2020-03-20
14486.293 WESMARK GOVERNMENT BOND FUND #556     2020-03-20
262.57 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2020-03-25
.4444 RAYTHEON TECHNOLOGIES   2018-07-11 2020-04-03
747.55 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-04-15
137.59 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2020-04-27
604.9 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-05-15
144.97 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2020-05-26
736.01 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-06-15
461.26 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2020-06-25
437. T-MOBILE US INC - RIGHTS     2020-07-10
797.64 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-07-15
127.53 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2020-07-27
137. WALT DISNEY COMPANY     2020-08-05
281. WALT DISNEY COMPANY     2020-08-05
28.136 ABERDEEN EMERGING MKTS FD.INST   2013-01-17 2020-08-13
74. ADVANCED MICRO DEVICES INC   2019-03-07 2020-08-13
64.493 INVESCO INTL GROWTH FUND-R6   2019-03-07 2020-08-13
8. ALIBABA GROUP HOLDING LTD   2019-07-12 2020-08-13
6. AMAZON.COM INC.   2017-02-16 2020-08-13
24. APPLE INC   2019-07-12 2020-08-13
24. BOEING CO.   2019-10-11 2020-08-13
59. BROADCOM INC     2020-08-13
132. CHEVRON CORPORATION     2020-08-13
55. CONSTELLATION BRANDS, INC.     2020-08-13
32. DANAHER CORP   2015-09-30 2020-08-13
104. FMC CORPORATION   2018-07-11 2020-08-13
20. FACEBOOK INC   2018-10-02 2020-08-13
33653.204 FEDERATED SHORT-TERM INCOME FUND CLASS I     2020-08-13
1289.887 FEDERATED SHORT-TERM INCOME FUND CLASS I     2020-08-13
1077. I SHARES BARCLAYS 1-3 YR TREASURY BOND F   2020-03-20 2020-08-13
35. I SHARES CORE S&P MIDCAP ETF     2020-08-13
38. I SHARES RUSSELL 2000 ETF     2020-08-13
53. KANSAS CITY SOUTHERN     2020-08-13
558. KINDER MORGAN INC   2018-11-02 2020-08-13
265. MARATHON PETROLEUM CORP     2020-08-13
457. MARATHON PETROLEUM CORP     2020-08-13
14. MASTERCARD INC   2018-04-04 2020-08-13
27. MICROSOFT CORP   2012-10-09 2020-08-13
276. MORGAN STANLEY   2019-03-07 2020-08-13
46. PAYPAL HOLDINGS   2019-07-12 2020-08-13
134.466 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1     2020-08-13
13. PRUDENTIAL FINANCIAL INC   2019-07-12 2020-08-13
4. SPDR S&P 500 ETF   2016-02-10 2020-08-13
39. SALESFORCE.COM,INC     2020-08-13
37. TJX COMPANIES INC   2019-10-11 2020-08-13
46. T-MOBILE US INC   2017-06-14 2020-08-13
77. TRUIST FINANCIAL CORP     2020-08-13
38. TYSON FOODS INC CL A   2020-03-20 2020-08-13
14. ULTA BEAUTY INC     2020-08-13
28.115 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2018-07-11 2020-08-13
2930.08 WESMARK GROWTH FUND #549   2019-03-07 2020-08-13
7000.869 WESMARK SMALL COMPANY GROWTH FUND     2020-08-13
457. MEDTRONIC PLC     2020-08-13
30. MEDTRONIC PLC   2020-03-20 2020-08-13
859.86 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-08-17
129.24 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2020-08-25
947.81 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-09-15
336.57 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2020-09-25
853.97 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-10-15
129.81 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2020-10-26
897.5 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-11-16
363.21 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2020-11-25
82.416 ABERDEEN EMERGING MKTS FD.INST   2013-01-17 2020-11-30
61. ADVANCED MICRO DEVICES INC   2019-03-07 2020-11-30
95.916 INVESCO INTL GROWTH FUND-R6     2020-11-30
15. ALIBABA GROUP HOLDING LTD     2020-11-30
9. ALPHABET INC CL A     2020-11-30
19. APPLE INC     2020-11-30
29. BOEING CO.   2019-10-11 2020-11-30
34. BROADCOM INC   2015-07-06 2020-11-30
26. CONSTELLATION BRANDS, INC.     2020-11-30
7. DANAHER CORP   2015-09-30 2020-11-30
68. DUPONT DE NEMOURS INC     2020-11-30
8. FMC CORPORATION   2019-10-11 2020-11-30
15. FACEBOOK INC   2019-10-11 2020-11-30
75. FEDEX CORP   2020-08-13 2020-11-30
44. I SHARES CORE S&P MIDCAP ETF     2020-11-30
40. I SHARES RUSSELL 2000 ETF     2020-11-30
112. ISHARES MSCI ACWX INDEX FUND ETF   2018-07-11 2020-11-30
74. JP MORGAN CHASE     2020-11-30
7. MICROSOFT CORP   2019-10-11 2020-11-30
115. MORGAN STANLEY   2019-03-07 2020-11-30
24. NEXTERA ENERGY   2016-02-10 2020-11-30
17. PALO ALTO NETWORKS   2019-07-12 2020-11-30
28. PAYPAL HOLDINGS     2020-11-30
9. PEPSICO INC   2019-03-07 2020-11-30
148.716 PRIMECAP ODYSSEY AGGRESSIVE GROWTH FD #1     2020-11-30
41. PRUDENTIAL FINANCIAL INC   2019-07-12 2020-11-30
76. RAYTHEON TECHNOLOGIES     2020-11-30
16. SPDR S&P 500 ETF     2020-11-30
83. SALESFORCE.COM,INC     2020-11-30
81. STARBUCKS CORP   2020-08-13 2020-11-30
47. TJX COMPANIES INC   2019-10-11 2020-11-30
40. T-MOBILE US INC   2017-06-14 2020-11-30
139. TRUIST FINANCIAL CORP   2017-12-13 2020-11-30
198. US BANCORP     2020-11-30
35. ULTA BEAUTY INC   2019-10-11 2020-11-30
5. UNITEDHEALTH GROUP INC   2019-07-12 2020-11-30
60.717 VANGUARD EQUITY INCOME FUND -ADM#565   2019-07-12 2020-11-30
62.822 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2018-07-11 2020-11-30
32. WALMART INC     2020-11-30
2055.495 WESMARK GROWTH FUND #549     2020-11-30
851.94 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2020-12-15
114.92 FNMA POOL 963579 5% 06/01/2023   2008-08-20 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 623   646 -23
b 152   150 2
c 701   727 -26
d 560   554 6
e 673   698 -25
7,885   4,184 3,701
2,226   1,914 312
14,976   11,620 3,356
1,148   1,091 57
5,394   5,879 -485
629   324 305
13,130   11,679 1,451
28,862   32,840 -3,978
7,657   9,541 -1,884
14,925   50,173 -35,248
6,327   13,377 -7,050
45,737   46,513 -776
59,686   60,991 -1,305
47,867   47,874 -7
5,473   5,918 -445
2,289   834 1,455
1,345   560 785
2,890   1,585 1,305
3,175   3,353 -178
7,034   7,320 -286
1,464   1,214 250
48,052   47,497 555
143,125   142,623 502
263   260 3
27   37 -10
748   775 -27
138   136 2
605   627 -22
145   143 2
736   763 -27
461   456 5
61   114 -53
798   827 -29
128   126 2
17,571   13,284 4,287
36,039   19,375 16,664
457   452 5
6,043   1,638 4,405
2,115   2,020 95
2,025   1,360 665
18,997   5,054 13,943
11,011   4,885 6,126
4,170   8,943 -4,773
19,399   13,641 5,758
11,875   15,348 -3,473
9,678   9,653 25
6,616   2,074 4,542
11,423   8,018 3,405
5,207   3,201 2,006
291,773   285,293 6,480
11,183   11,057 126
93,076   93,260 -184
6,820   6,218 602
5,966   6,118 -152
9,657   5,891 3,766
7,935   7,405 530
9,875   6,550 3,325
17,031   20,368 -3,337
4,569   2,385 2,184
5,634   793 4,841
14,346   11,312 3,034
8,819   5,519 3,300
6,393   6,151 242
901   1,328 -427
1,346   748 598
7,622   6,130 1,492
2,116   2,174 -58
5,303   2,940 2,363
2,997   3,860 -863
2,477   2,131 346
3,092   3,184 -92
1,028   1,175 -147
65,106   53,796 11,310
99,972   83,242 16,730
46,159   37,519 8,640
3,030   2,378 652
860   892 -32
129   128 1
948   983 -35
337   333 4
854   886 -32
130   128 2
898   931 -33
363   359 4
1,541   1,325 216
5,526   1,350 4,176
3,390   3,003 387
3,982   2,563 1,419
15,771   3,306 12,465
2,259   852 1,407
6,170   10,806 -4,636
13,438   4,632 8,806
5,329   4,521 808
1,542   454 1,088
4,318   8,190 -3,872
917   674 243
4,104   2,790 1,314
21,247   15,290 5,957
9,580   8,012 1,568
7,281   4,699 2,582
5,705   5,300 405
8,793   6,612 2,181
1,483   983 500
7,151   4,713 2,438
1,767   679 1,088
4,988   3,680 1,308
5,876   3,113 2,763
1,287   1,046 241
8,191   6,142 2,049
3,140   4,189 -1,049
5,478   6,282 -804
5,768   3,434 2,334
19,854   11,294 8,560
7,890   6,411 1,479
2,948   2,762 186
5,212   2,556 2,656
6,566   6,948 -382
8,602   10,127 -1,525
9,787   8,703 1,084
1,673   1,327 346
4,709   4,644 65
2,564   2,625 -61
4,809   2,850 1,959
49,825   35,499 14,326
852   884 -32
115   114 1
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
      137,098
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       -23
b       2
c       -26
d       6
e       -25
      3,701
      312
      3,356
      57
      -485
      305
      1,451
      -3,978
      -1,884
      -35,248
      -7,050
      -776
      -1,305
      -7
      -445
      1,455
      785
      1,305
      -178
      -286
      250
      555
      502
      3
      -10
      -27
      2
      -22
      2
      -27
      5
      -53
      -29
      2
      4,287
      16,664
      5
      4,405
      95
      665
      13,943
      6,126
      -4,773
      5,758
      -3,473
      25
      4,542
      3,405
      2,006
      6,480
      126
      -184
      602
      -152
      3,766
      530
      3,325
      -3,337
      2,184
      4,841
      3,034
      3,300
      242
      -427
      598
      1,492
      -58
      2,363
      -863
      346
      -92
      -147
      11,310
      16,730
      8,640
      652
      -32
      1
      -35
      4
      -32
      2
      -33
      4
      216
      4,176
      387
      1,419
      12,465
      1,407
      -4,636
      8,806
      808
      1,088
      -3,872
      243
      1,314
      5,957
      1,568
      2,582
      405
      2,181
      500
      2,438
      1,088
      1,308
      2,763
      241
      2,049
      -1,049
      -804
      2,334
      8,560
      1,479
      186
      2,656
      -382
      -1,525
      1,084
      346
      65
      -61
      1,959
      14,326
      -32
      1
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 294,174
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 5,529
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 5,529
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 5,529
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,326
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,326
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 1,203
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 2021 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 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+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 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
    1     		35,696    
    1 BANK PLAZA
    WHEELING,WV26003
    COMMUNITY FOUNDATION FOR THE OHIO V
    ALLEY     		RECORD KEEPER
    1     		36,796    
    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 (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 WESBANCO BANK & CFOV - TECHNICAL ASSISTANCE PROVIDED TO ENSU MAINTENANCE OF COMPLETE AND ACCURATE FINANCIAL RECORDS FOR FILING FORM 990-PF 36,584
    2 PHILLIPS GARDILL KAISER & ALTMEYER PLLC PROFESSIONAL SERVICES RENDERED IN RELATION TO APPLYING FOR AND OBTAINING 501(C)(3) STATUS 56
    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
    7,454,616
    b
    Average of monthly cash balances.......................
    1b
    78,436
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,533,052
    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
    7,533,052
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    112,996
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,420,056
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    371,003
    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
    371,003
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,529
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,529
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    365,474
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    365,474
    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
    365,474
    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
    407,390
    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
    407,390
    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
    407,390
    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 7 365,474
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 49,286
    c From 2017...... 0
    d From 2018...... 64,855
    e From 2019...... 22,304
    fTotal of lines 3a through e........ 136,445
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 407,390
    a Applied to 2019, 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 2020 distributable amount..... 365,474
    e Remaining amount distributed out of corpus 41,916
    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 5 178,361
    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 ..........     		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 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 ......     		178,361
    10 Analysis of line 9:
    a Excess from 2016.... 49,286
    b Excess from 2017.... 0
    c Excess from 2018.... 64,855
    d Excess from 2019.... 22,304
    e Excess from 2020.... 41,916
    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:
    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 (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
    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) COMMUNITY ESSENTIALS CLOSET 12,000
    CITY OF SISTERSVILLE
    200 DIAMOND STREET
    SISTERSVILLE,WV26175     		NONE 501(C)(3) PARK AND POOL IMPROVEMENTS 5,000
    OLIVE BRANCH ANIMAL RESCUE & REFUGE
    PO BOX 183
    SISTERSVILLE,WV26175     		NONE 501(C)(3) ABC SPAY/NEUTER/ADOPTION 6,000
    CITY OF SISTERSVILLE
    200 DIAMOND STREET
    SISTERVILLE,WV26175     		NONE 501(C)(3) CITY BUILDING ROOF 40,000
    CITY OF SISTERSVILLE
    200 DIAMOND STREET
    SISTERSVILLE,WV26175     		NONE 501(C)(3) SISTERSVILLE FERRY PROJECT 30,000
    ARTSLINK INC
    141 MAIN STREET
    NEW MARTINSVILLE,WV26155     		NONE 501(C)(3) CONCERT AND OUTREACH 5,000
    SISTERSVILLE PUBLIC LIBRARY
    518 WELLS STREET
    SISTERSVILLE,WV26175     		NONE 501(C)(3) RECEPTION DESK AT THE 12,000
    CATHOLIC CHARITIES WEST VIRGINIA
    2000 MAIN STREET SUITE 214
    WHEELING,WV26003     		NONE 501(C)(3) FOOD PANTRY, EMERGENCY 6,000
    ADAMS HOUSE MINISTRIES
    PO BOX 93
    MIDDLEBOURNE,WV26149     		NONE 501(C)(3) MEETING THE NEEDS OF YOUR 10,000
    COMMUNITY RESOURCES
    21 ROSARY ROAD SUITE A
    NEW MARTINSVILLE,WV26155     		NONE 501(C)(3) THE ESTHER CRUMBLEY 5,000
    NAMI GREATER WHEELING
    PO BOX 6027
    WHEELING,WV26003     		NONE 501(C)(3) MENTAL HEALTH FIRST AID IN 5,000
    RONALD MCDONALD HOUSE
    451 44TH STREET
    PITTSBURGH,PA15201     		NONE 501(C)(3) FUNDS TO SUPPORT WV 1,500
    SISTERSVILLE 1ST UNITED METHODIST
    57 CHERRY STREET
    SISTERSVILLE,WV26175     		NONE 501(C)(3) FAITH HANDS FREE BREAKFAST 7,250
    Total .................................bullet 3a 370,750
    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 1,132  
    4 Dividends and interest from securities....     14 139,607  
    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 ............     		    18 294,174  
    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)..   434,913  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    434,913
    (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:
    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 2020 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% 01/05/2 150,218 150,000
    FHLMC FG G18527 3% 10/01/2029 27,111 27,481
    FNMA POOL 963579 5% 06/01/2023 2,006 2,128
    MICROSOFT CORP 2.375% 05/01/20 50,357 52,258

    TY 2020 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
    ADVANCED MICRO DEVICES INC 15,097 62,546
    ALPHABET INC CL A 43,502 96,395
    AMGEN INC 32,971 54,031
    APPLE INC 7,554 97,793
    BOEING CO 43,454 39,173
    CHEVRON CORPORATION 18,277 24,406
    DANAHER CORP 11,862 40,652
    DUPONT DE NEMOURS INC 58,166 58,239
    FEDEX CORP 37,511 47,770
    GILEAD SCIENCES INC 44,191 38,452
    JOHNSON & JOHNSON 41,821 72,237
    MARATHON PETROLEUM CORP    
    MASTERCARD INC CLASS A 14,960 83,524
    MERCK & CO 52,508 74,438
    MICROSOFT CORP 14,272 88,746
    MONDELEZ INTERNATIONAL 17,146 40,344
    MORGAN STANLEY 23,276 42,557
    PAYPAL HOLDINGS 36,328 87,825
    TJX COMPANIES INC 45,861 57,090
    PALO ALTO NETWORKS 21,788 55,796
    PRUDENTIAL FINANCIAL INC 53,995 52,853
    TRUIST FINANCIAL CORP 42,592 45,677
    US BANCORP 67,927 83,536
    T-MOBILE US INC 22,616 47,332
    BROADCOM INC 31,586 88,008
    CONAGRA BRANDS INC 32,593 39,995
    CONSTELLATION BRANDS INC 30,461 42,496
    FACEBOOK INC 49,582 97,518
    JP MORGAN CHASE 41,824 76,115
    SPDR S&P 500 ETF 58,149 114,033
    NEXTERA ENERGY 18,705 47,524
    MEDTRONIC PLC    
    ALIBABA GROUP HOLDING LTD 22,823 50,037
    AMAZON.COM INC 35,743 113,993
    RAYTHEON COMPANY 51,743 51,130
    UNITEDHEALTH GROUP INC 39,653 54,706
    PEPSICO INC 38,731 47,456
    CVS HEALTH CORP 64,086 73,149
    WALMART INC 23,145 37,623
    DIGITAL REALTY TRUST INC 46,711 53,990
    DOLLAR TREE    
    EOG RESOURCES INC    
    FMC CORPORATION 33,991 52,523
    SALESFORCE.COM INC 41,684 77,218
    ULTA BEAUTY INC 29,468 40,490
    KANSAS CITY SOUTHERN 33,856 64,097
    KINDER MORGAN INC 27,648 24,497
    LOCKHEED MARTIN 52,724 56,442
    TYDON FOODS INC CL A 45,886 52,390
    PHILLIPS 66 25,666 28,326
    STARBUCKS CORP 31,819 43,006
    WALT DISNEY COMPANY    

    TY 2020 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 8,459 11,332
    INVESCO INT'L GROWTH FD - I AT COST 40,794 46,657
    FEDERATED HERMES TOTAL RETURN AT COST 497,518 537,271
    I SHARES MSCI ACWX INDEX FUND AT COST 53,993 73,885
    WESMARK GROWTH FUND #549 AT COST 417,564 676,249
    WESMARK BALANCED FUND #559 AT COST 171,179 218,022
    WESMARK GOVERNMENT BOND FUND # AT COST 973,070 1,006,870
    WESMARK SMALL COMPANY GROWTH F AT COST 271,875 546,716
    FEDERATED HERMES SHORT TERM IN      
    PRIMECAP ODYSSEY AGGRESSIVE GR AT COST 31,097 58,390
    VANGUARD EQUITY INCOME FD ADM AT COST 93,891 112,301
    I SHARES CORE US AGGREGATE BON AT COST 377,631 407,992
    I SHARES S&P MIDCAP 400 INDEX AT COST 65,832 115,375
    I SHARES RUSSELL 2000 ETF AT COST 30,137 59,210
    WESMARK TACTICAL OPPORTUNITY F AT COST 330,125 394,624
    SISTERSVILLE COUNTRY CLUB AT COST 75 75
    SISTERSVILLE COUNTRY CLUB PFD AT COST 50 50
    VANGUARD INTM-TERM INV GRADE F AT COST 718,074 746,248
    VICTORY SYCAMORE ESTABLISHED V AT COST 26,806 29,673

    TY 2020 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 113 56   56


    TY 2020 OtherExpensesSchedule
    Name:
    HARRY E AND OLIVE BARTH CHARITABLE TRUST
    EIN:
    55-6179918
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 23 0   0


    TY 2020 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 198 198   0
    FEDERAL ESTIMATES - PRINCIPAL 3,358 0   0
    FOREIGN TAXES ON QUALIFIED FOR 258 258   0
    FOREIGN TAXES ON NONQUALIFIED 42 42   0