Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,573,290J 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 right arrow.............
3 Interest on savings and temporary cash investments 357 357  
4 Dividends and interest from securities... 180,240 180,240  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 232,430
b Gross sales price for all assets on line 6a 2,517,137
7 Capital gain net income (from Part IV, line 2)... 232,430
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........ 413,027 413,027  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 88,185 44,092   44,092
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
675 338 0 338
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
773 773   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
List of Attached Documents:
// Content
56      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 89,689 45,203 0 44,430
25 Contributions, gifts, grants paid....... 319,688 319,688
26 Total expenses and disbursements. Add lines 24 and 25 409,377 45,203 0 364,118
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,650
b Net investment income (if negative, enter -0-) 367,824
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 132,857 121,851 121,851
3 Accounts receivable right arrow16,911
Less: allowance for doubtful accounts right arrow   10,448 16,911 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 1,801,210 Click to see attachment
List of Attached Documents:
// Content
1,353,101 		2,133,470
c Investments—corporate bonds (attach schedule)....... 63,924 Click to see attachment
List of Attached Documents:
// Content
10,556 		9,822
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,658,588 Click to see attachment
List of Attached Documents:
// Content
5,173,602 		5,308,147
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,667,027 6,676,021 7,573,290
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,667,027 6,676,021
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)..... 6,667,027 6,676,021
30 Total liabilities and net assets/fund balances (see instructions). 6,667,027 6,676,021
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
6,667,027
2
Enter amount from Part I, line 27a .....................
2
3,650
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,344
4
Add lines 1, 2, and 3 ..........................
4
6,676,021
5
Decreases not included in line 2 (itemize) right arrow
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
6,676,021
Form 990-PF (2023)
Form 990-PF (2023)
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 228.47 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-01-17
b 27.51 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2023-01-25
c 257. FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-02-15
d 27.64 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2023-02-27
e 106. ADVANCED MICRO DEVICES INC   2022-07-29 2023-03-03
322. ADVANCED MICRO DEVICES INC     2023-03-03
394. ALPHABET INC CL A     2023-03-03
169. APPLE INC     2023-03-03
508. BAXTER INTERNATIONAL INC.   2022-12-21 2023-03-03
63. BROADCOM INC     2023-03-03
211. CVS HEALTH CORP     2023-03-03
82. CHEVRON CORPORATION   2022-01-21 2023-03-03
40. CONSTELLATION BRANDS, INC.   2022-01-21 2023-03-03
68. DIAMONDBACK ENERGY INC   2021-04-27 2023-03-03
152. DIGITAL REALTY TRUST (REIT)     2023-03-03
76. FMC CORPORATION   2018-10-02 2023-03-03
14450.622 FEDERATED HERMES TOTAL RETURN BD FD #328     2023-03-03
110. FEDEX CORP     2023-03-03
2. I SHARES CORE S&P MIDCAP ETF   2022-07-29 2023-03-03
392. I SHARES CORE S&P MIDCAP ETF     2023-03-03
73. JP MORGAN CHASE     2023-03-03
30. LOWES COS INC   2022-04-22 2023-03-03
173. LOWES COS INC     2023-03-03
316. MASCO CORP     2023-03-03
670. MASCO CORP     2023-03-03
206. MERCK & CO     2023-03-03
158. MICROSOFT CORP     2023-03-03
234. MICROCHIP TECHNOLOGY     2023-03-03
38. MID AMERICA APART CMNTY   2022-04-22 2023-03-03
185. MONDELEZ INTERNATIONAL     2023-03-03
195. NEXTERA ENERGY     2023-03-03
332. NIKE INC     2023-03-03
187. PALO ALTO NETWORKS     2023-03-03
48. PARKER-HANNIFIN CORP.   2022-04-22 2023-03-03
95. PRUDENTIAL FINANCIAL INC   2022-10-28 2023-03-03
47. SPDR S&P 500 ETF     2023-03-03
200. SALESFORCE INC     2023-03-03
2447. SPDR COMM SVCS SEL SECTOR ETF   2022-12-21 2023-03-03
203. STARBUCKS CORP     2023-03-03
75. T-MOBILE US INC     2023-03-03
25. THERMO FISHER SCIENTIFIC   2022-01-21 2023-03-03
292. TRUIST FINANCIAL CORP     2023-03-03
523. US BANCORP     2023-03-03
50. ULTA BEAUTY INC   2022-01-21 2023-03-03
17. UNITEDHEALTH GROUP INC   2019-07-12 2023-03-03
144.415 VANGUARD EQUITY INCOME FUND -ADM#565     2023-03-03
39016.767 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57     2023-03-03
74. WALMART INC     2023-03-03
4431.005 WESMARK LARGE COMPANY FUND #549     2023-03-03
2383.516 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2023-03-03
151. EATON CORP PLC     2023-03-03
32. LINDE PLC   2022-04-22 2023-03-03
211.78 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-03-15
27.76 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2023-03-27
272.81 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-04-17
27.89 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2023-04-25
50000. MICROSOFT CORP 2.375% 05/01/2023-2023   2015-01-30 2023-05-01
259.1 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-05-15
25.58 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2023-05-25
178. ADVANCED MICRO DEVICES INC   2022-07-29 2023-06-01
121. ALPHABET INC CL A     2023-06-01
156. AMAZON.COM INC.   2017-02-16 2023-06-01
83. APPLE INC     2023-06-01
20. BROADCOM INC   2015-07-06 2023-06-01
43. CONSTELLATION BRANDS, INC.     2023-06-01
74. DIGITAL REALTY TRUST (REIT)   2018-10-02 2023-06-01
53. META PLATFORMS INC   2023-03-03 2023-06-01
50. MICROSOFT CORP   2022-04-22 2023-06-01
87. MICROCHIP TECHNOLOGY     2023-06-01
20. PALO ALTO NETWORKS   2021-08-05 2023-06-01
27. PEPSICO INC     2023-06-01
30. SALESFORCE INC   2022-04-22 2023-06-01
665.765 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2021-04-27 2023-06-01
60. VANGUARD MID-CAP ETF   2023-03-03 2023-06-01
658.484 WESMARK LARGE COMPANY FUND #549     2023-06-01
302.47 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-06-15
6.83 FNMA POOL 963579 5% 06/01/2023   2008-08-20 2023-06-26
267.26 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-07-17
235.24 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-08-15
36. AMAZON.COM INC.   2022-07-29 2023-09-06
309.546 ARTISAN MID CAP FUND-INS   2021-04-27 2023-09-06
121.259 COLUMBIA EMERGING MKTS FUND -I3   2022-07-29 2023-09-06
25. DANAHER CORP     2023-09-06
41. DIAMONDBACK ENERGY INC     2023-09-06
36. DIGITAL REALTY TRUST (REIT)     2023-09-06
14. META PLATFORMS INC   2023-03-03 2023-09-06
2. FEDEX CORP   2022-10-28 2023-09-06
137. FEDEX CORP     2023-09-06
184. HALLIBURTON   2022-03-04 2023-09-06
26. I SHARES RUSSELL 2000 ETF   2022-01-21 2023-09-06
69. JOHNSON & JOHNSON     2023-09-06
70. MONDELEZ INTERNATIONAL   2010-02-12 2023-09-06
77. NEXTERA ENERGY     2023-09-06
292. NISOURCE INC   2022-07-29 2023-09-06
20. PALO ALTO NETWORKS   2022-07-29 2023-09-06
32. PARKER-HANNIFIN CORP.   2022-04-22 2023-09-06
48. PRUDENTIAL FINANCIAL INC   2022-10-28 2023-09-06
16. SPDR S&P 500 ETF     2023-09-06
125. TRUIST FINANCIAL CORP   2022-10-28 2023-09-06
599. TRUIST FINANCIAL CORP     2023-09-06
139. US BANCORP   2022-04-22 2023-09-06
60.052 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-03-03 2023-09-06
34.879 VANGUARD EQUITY INCOME FUND -ADM#565   2019-07-12 2023-09-06
27. VANGUARD MID-CAP ETF   2023-03-03 2023-09-06
141.257 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2023-09-06
909.992 WESMARK LARGE COMPANY FUND #549   2007-09-19 2023-09-06
3128.624 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2023-09-06
51. EATON CORP PLC   2022-04-22 2023-09-06
256.01 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-09-15
2411.964 WESMARK LARGE COMPANY FUND #549     2023-09-29
.3333 VERALTO CORP   2022-10-28 2023-09-30
269.17 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-10-16
256. FMC CORPORATION     2023-11-01
1752. FORD MOTOR COMPANY   2022-07-29 2023-11-01
1724.964 WESMARK LARGE COMPANY FUND #549   2007-10-22 2023-11-02
219.65 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-11-15
89.516 COLUMBIA EMERGING MKTS FUND -I3   2022-07-29 2023-12-06
783.791 FEDERATED HERMES TOTAL RETURN BD FD #328   2019-07-12 2023-12-06
79.633 FEDERATED HERMES INT'L LEADERS IS     2023-12-06
177.6 FIDELITY STRATEGIC INCOME FUND     2023-12-06
101.677 FIDELITY FLOATING RATE HIGH INCOME FD#81   2023-03-03 2023-12-06
273.892 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2022-07-29 2023-12-06
102. I SHARES CORE U.S. AGGREGATE BOND ETF     2023-12-06
127. ISHARES MSCI ACWX INDEX FUND ETF     2023-12-06
29. JP MORGAN CHASE   2022-04-22 2023-12-06
341.077 METROPOLITAN WEST TOTAL RETURN BOND FD     2023-12-06
184. MID AMERICA APART CMNTY     2023-12-06
16. PALO ALTO NETWORKS     2023-12-06
50. SPDR S&P 500 ETF   2016-02-10 2023-12-06
126.675 TEMPLETON EMERGING MKTS SM/CAP FD #626   2023-03-03 2023-12-06
226. US BANCORP     2023-12-06
24.054 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-03-03 2023-12-06
254.867 VANGUARD EQUITY INCOME FUND -ADM#565     2023-12-06
67.232 VANGUARD INFLATION-PROTECTED SEC. FD.ADM     2023-12-06
1420.11 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2021-04-27 2023-12-06
106.41 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2023-03-03 2023-12-06
44.853 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2023-12-06
1769.981 WESMARK LARGE COMPANY FUND #549   2007-10-22 2023-12-06
1941.335 WESMARK GOVERNMENT BOND FUND #556   2020-08-13 2023-12-06
283.073 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2023-12-06
706.72 WESMARK TACTICAL OPPORTUNITY FUND   2022-01-21 2023-12-06
263.01 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2023-12-15
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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 228   237 -9
b 28   27 1
c 257   267 -10
d 28   27 1
e 8,441   9,860 -1,419
25,642   11,240 14,402
36,610   31,084 5,526
25,150   3,862 21,288
20,218   25,496 -5,278
39,361   10,259 29,102
17,226   12,573 4,653
13,259   10,475 2,784
8,847   9,762 -915
9,658   5,362 4,296
15,966   19,131 -3,165
9,728   5,834 3,894
136,269   162,394 -26,125
22,915   23,823 -908
524   496 28
102,636   54,352 48,284
10,339   7,912 2,427
5,876   6,125 -249
33,887   29,745 4,142
16,476   15,948 528
34,933   42,482 -7,549
21,950   11,859 10,091
39,982   15,021 24,961
18,924   17,394 1,530
6,006   8,022 -2,016
11,964   4,124 7,840
14,161   9,099 5,062
39,727   45,933 -6,206
35,604   31,243 4,361
17,093   13,633 3,460
9,327   9,880 -553
18,783   11,631 7,152
37,651   36,081 1,570
132,515   115,655 16,860
20,953   20,137 816
10,632   8,384 2,248
13,784   14,698 -914
13,299   14,821 -1,522
24,244   21,131 3,113
25,994   17,924 8,070
8,087   4,513 3,574
12,268   11,972 296
325,010   413,636 -88,626
10,350   6,681 3,669
88,177   108,008 -19,831
30,461   34,037 -3,576
26,359   22,069 4,290
11,344   10,242 1,102
212   220 -8
28   27 1
273   283 -10
28   28  
50,000   50,000  
259   269 -10
26   25 1
21,016   16,558 4,458
14,861   8,139 6,722
18,728   6,571 12,157
14,713   10,903 3,810
15,956   2,724 13,232
10,406   8,336 2,070
7,614   8,231 -617
14,282   9,529 4,753
16,386   14,086 2,300
6,537   6,439 98
4,233   2,689 1,544
4,924   3,375 1,549
6,373   5,332 1,041
5,659   6,704 -1,045
12,250   12,977 -727
13,466   11,420 2,046
302   314 -12
7   7  
267   277 -10
235   244 -9
4,906   4,856 50
12,595   18,254 -5,659
1,467   1,481 -14
6,511   4,034 2,477
6,346   4,377 1,969
4,699   4,544 155
4,223   2,517 1,706
515   315 200
35,263   27,994 7,269
7,469   6,135 1,334
4,863   5,198 -335
10,993   10,510 483
4,853   1,306 3,547
5,068   4,192 876
7,595   8,857 -1,262
4,901   3,282 1,619
13,197   9,088 4,109
4,510   4,992 -482
7,173   3,433 3,740
3,760   5,587 -1,827
18,017   25,419 -7,402
5,033   7,280 -2,247
4,653   4,878 -225
2,950   2,668 282
5,894   5,840 54
6,488   7,050 -562
19,638   13,768 5,870
40,484   44,677 -4,193
11,742   7,576 4,166
256   266 -10
50,000   36,326 13,674
25   29 -4
269   279 -10
12,868   20,824 -7,956
17,275   24,995 -7,720
36,000   25,857 10,143
220   228 -8
1,081   1,093 -12
7,368   8,559 -1,191
2,881   2,858 23
1,987   1,955 32
938   929 9
4,456   3,947 509
9,914   12,072 -2,158
6,287   7,104 -817
4,601   3,779 822
3,063   3,094 -31
23,518   38,066 -14,548
4,700   2,536 2,164
22,935   9,348 13,587
1,632   1,596 36
9,011   8,891 120
1,939   1,954 -15
21,623   17,872 3,751
1,552   1,586 -34
12,028   14,301 -2,273
1,047   1,047  
2,083   2,239 -156
39,010   26,532 12,478
15,104   19,666 -4,562
3,669   4,042 -373
7,555   8,148 -593
263   273 -10
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
      65,981
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       -9
b       1
c       -10
d       1
e       -1,419
      14,402
      5,526
      21,288
      -5,278
      29,102
      4,653
      2,784
      -915
      4,296
      -3,165
      3,894
      -26,125
      -908
      28
      48,284
      2,427
      -249
      4,142
      528
      -7,549
      10,091
      24,961
      1,530
      -2,016
      7,840
      5,062
      -6,206
      4,361
      3,460
      -553
      7,152
      1,570
      16,860
      816
      2,248
      -914
      -1,522
      3,113
      8,070
      3,574
      296
      -88,626
      3,669
      -19,831
      -3,576
      4,290
      1,102
      -8
      1
      -10
       
       
      -10
      1
      4,458
      6,722
      12,157
      3,810
      13,232
      2,070
      -617
      4,753
      2,300
      98
      1,544
      1,549
      1,041
      -1,045
      -727
      2,046
      -12
       
      -10
      -9
      50
      -5,659
      -14
      2,477
      1,969
      155
      1,706
      200
      7,269
      1,334
      -335
      483
      3,547
      876
      -1,262
      1,619
      4,109
      -482
      3,740
      -1,827
      -7,402
      -2,247
      -225
      282
      54
      -562
      5,870
      -4,193
      4,166
      -10
      13,674
      -4
      -10
      -7,956
      -7,720
      10,143
      -8
      -12
      -1,191
      23
      32
      9
      509
      -2,158
      -817
      822
      -31
      -14,548
      2,164
      13,587
      36
      120
      -15
      3,751
      -34
      -2,273
       
      -156
      12,478
      -4,562
      -373
      -593
      -10
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 232,430
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
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 right arrow 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) 1 5,113
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,113
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 5,113
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,568
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 4,568
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.......right arrow 9 545
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWV
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrow  
14
The books are in care ofright arrowWESBANCO BANK Telephone no.right arrow (304) 234-9400

Located atright arrow1 BANK PLAZAWHEELINGWV ZIP+4right arrow26003
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 		36,532    
1 BANK PLAZA
WHEELING,WV26003
COMMUNITY FOUNDATIN RECORD KEEPER
1 		51,653    
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 44,430
2  
3  
4  
Part VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
7,217,764
b
Average of monthly cash balances.......................
1b
70,715
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,288,479
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
7,288,479
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
109,327
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,179,152
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
358,958
Part X
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 IX, line 6..................
1
358,958
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,113
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,113
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
353,845
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
353,845
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 XII, line 1 ...
7
353,845
Part XI
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
364,118
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
364,118
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 353,845
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 64,855
b From 2019...... 22,304
c From 2020...... 41,916
d From 2021...... 8,363
e From 2022...... 70,902
f Total of lines 3a through e ........ 208,340
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 364,118
a Applied to 2022, 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 2023 distributable amount..... 353,845
e Remaining amount distributed out of corpus 10,273
5 Excess distributions carryover applied to 2023. 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 5 218,613
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		64,855
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		153,758
10 Analysis of line 9:
a Excess from 2019.... 22,304
b Excess from 2020.... 41,916
c Excess from 2021.... 8,363
d Excess from 2022.... 70,902
e Excess from 2023.... 10,273
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
AMBER BAUMBERGER
C/O WESBANCO 1 BANK PLAZA
WHEELING,WV26003
(304) 905-7536
ABAUMBERGER@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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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 222,000

THE NATURE CONSERVANCY

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NONE 501(C)(3) GENERAL SUPPORT 10,000

CITY OF SISTERSVILLE

200 DIAMOND STREET
SISTERVILLE,WV26175 		NONE 501(C)(3) 2024 FERRY 9,500

CITY OF SISTERSVILLE

200 DIAMOND STREET
SISTERSVILLE,WV26175 		NONE 501(C)(3) SAFE LANDING ZONE FOR PARK 16,749

ARTSLINK INC

141 MAIN STREET
NEW MARTINSVILLE,WV26155 		NONE 501(C)(3) ARTSLINK CONCERT EVENTS 5,000

FRIENDS OF PADEN CITY POOL

200 SOUTH 2ND AVENUE
PADEN CITY,WV26159 		NONE 501(C)(3) PADEN CITY POOL UPDATES 8,000

CATHOLIC CHARITIES WEST VIRGINIA

2000 MAIN STREET SUITE 214
WHEELING,WV26003 		NONE 501(C)(3) BASIC NEEDS ASSISTANCE 7,000

THE CENTER FOR CHILDREN AND FAMILIES

250 CHARLES STREET
SISTERSVILLE,WV26175 		NONE 501(C)(3) PANTRY AND PROGRAMMING 5,000

FRIENDS OF SISTERSVILLE PARK AND POOL

PO BOX 195
SISTERSVILLE,WV26175 		NONE 501(C)(3) HARMONY IN THE PARK 18,939

ADAMS HOUSE MINISTRIES

PO BOX 93
MIDDLEBOURNE,WV26149 		NONE 501(C)(3) MEATING THE NEEDS OF OUR 5,000

SISTERSVILLE 1ST UNITED METHODIST

57 CHERRY STREET
SISTERSVILLE,WV26175 		NONE 501(C)(3) HANDS FREE COMMUNITY 5,000

MATER DOLOROSA CATHOLIC CHURCH

302 E MAIN STREET
PADEN CITY,WV26159 		NONE 501(C)(3) THIRD THURSDAY SOUP LUNCH 7,500
Total .................................right arrow 3a 319,688
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 357  
4 Dividends and interest from securities ....     14 180,240  
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 ............ 		    18 232,430  
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) ..   413,027  
13Total. Add line 12, columns (b), (d), and (e)..................
13
413,027
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 2023 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
FHLMC FG G18527 3% 10/01/2029 10,556 9,822
FNMA POOL 963579 5% 06/01/2023    
MICROSOFT CORP 2.375% 05/01/20    

TY 2023 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 39,788 68,988
ALPHABET INC CL A 33,148 74,874
APPLE INC 32,848 112,823
BOEING CO 20,590 25,545
CHEVRON CORPORATION 30,143 38,036
DANAHER CORP 8,913 30,074
FEDEX CORP    
JOHNSON & JOHNSON 27,750 54,702
MASCO CORP    
MASTERCARD INC CLASS A 32,430 33,694
MERCK & CO 19,173 38,375
MICROSOFT CORP 67,678 141,391
MONDELEZ INTERNATIONAL 5,745 22,308
MORGAN STANLEY 28,748 32,731
PAYPAL HOLDINGS 43,671 37,951
PALO ALTO NETWORKS 12,755 47,476
PRUDENTIAL FINANCIAL INC 30,887 32,461
TRUIST FINANCIAL CORP    
US BANCORP 23,801 30,383
T-MOBILE US INC 17,877 32,707
BROADCOM INC 8,582 70,324
CONSTELLATION BRANDS INC 15,855 25,626
JP MORGAN CHASE 24,158 59,705
SPDR S&P 500 ETF 25,054 63,692
NEXTERA ENERGY 13,372 23,932
MICROCHIP TECHNOLOGY 14,971 19,659
AMAZON.COM INC 29,092 63,055
UNITEDHEALTH GROUP INC 25,893 50,541
PEPSICO INC 19,343 27,344
CVS HEALTH CORP 31,533 44,297
WALMART INC 21,136 32,318
DIGITAL REALTY TRUST INC 13,968 17,495
LOWES COS INC    
FMC CORPORATION    
SALESFORCE.COM INC 31,282 58,154
ULTA BEAUTY INC 21,200 39,689
CISCO SYSTEMS INC 25,081 25,715
PROCTER & GAMBLE CO 28,982 30,041
STARBUCKS CORP 31,011 36,388
META PLATFORMS INC 35,081 61,235
COMCAST CORP CLASS A SHARES 20,803 24,424
DIAMONDBACK ENERGY INC 26,592 38,770
EATON CORP PLC 30,866 48,886
NIKE INC 38,840 34,091
FORD    
HALLIBURTION 20,443 22,377
BAXTER INTERNATIONAL INC.    
COLUMBIA EMERGING MKTS FUND    
GOLDMAN SACHS INTERNATIONAL EQ    
NISOURCE 23,548 21,479
PARKER-HANNIFIN CORP. 17,324 28,103
SPDR COMM SVCS SEL    
THERMO FISHER SCIENTIFIC 42,269 39,809
LINDE PLC 30,489 38,607
VANGUARD MID-CAP ETF 129,338 139,119
VERALTO CORP 1,147 3,537
UBER TECHNOLOGIES INC 25,541 33,740
OREILLY AUTOMOTIVE 24,092 27,552
DELTA AIR LINES 30,270 29,247

TY 2023 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
METROPOLITAN WEST TOTAL RETURN AT COST 194,415 198,301
FEDERATED HERMES TOTAL RETURN AT COST 433,219 394,359
I SHARES MSCI ACWX INDEX FUND AT COST 233,564 260,559
WESMARK LARGE COMPANY FUND #5 AT COST 217,791 340,802
WESMARK BALANCED FUND #559 AT COST 171,179 213,159
WESMARK GOVERNMENT BOND FUND # AT COST 1,191,652 989,035
WESMARK SMALL COMPANY FUND #39 AT COST 272,414 413,036
VANGUARD EQUITY INCOME FD ADM AT COST 42,066 60,164
I SHARES CORE US AGGREGATE BON AT COST 516,534 479,278
I SHARES S&P MIDCAP 400 INDEX      
I SHARES RUSSELL 2000 ETF AT COST 62,430 88,312
WESMARK TACTICAL OPPORTUNITY F AT COST 329,543 361,791
SISTERSVILLE COUNTRY CLUB AT COST 75 75
SISTERSVILLE COUNTRY CLUB PFD AT COST 50 50
VANGUARD INTM-TERM INV GRADE F AT COST 463,301 424,276
VICTORY SYCAMORE ESTABLISHED V AT COST 121,810 128,400
TEMPLETON EMERGING MKTS SM/CAP AT COST 30,715 31,522
ARTISAN MID CAP FUND - INS AT COST 174,813 183,111
MID AMERICAN APART COMMUNITY      
COLUMBIA EMERGING MKTS FUND - AT COST 92,665 97,883
FEDERATED HERMEST INT'L LEADER AT COST 123,557 127,389
FIDELITY STRATEGIC INCOME FUND AT COST 81,174 84,281
FIDELITY FLOATING RATE HIGH IN AT COST 81,456 82,913
GOLDMAN SACHS INTERNATIONAL EQ AT COST 118,432 129,746
UNDISCOVERED MANAGERS BEHAVIOR AT COST 53,732 53,685
VANGUARD INFLATION PROTECTED S AT COST 111,916 110,038
VANGUARD INTERMEDIATE TREASURY AT COST 55,099 55,982

TY 2023 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 - 56 0   0


TY 2023 OtherIncreasesSchedule
Name:
HARRY E AND OLIVE BARTH CHARITABLE TRUST
EIN:
55-6179918
Description Amount
2022 FORM 990-PF TAX REFUND 5,344


TY 2023 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 280 280   0
FOREIGN TAXES ON QUALIFIED FOR 380 380   0
FOREIGN TAXES ON NONQUALIFIED 113 113   0