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
GEORGE A LAUGHLIN TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)1 BANK PLAZA
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WHEELING, WV260033543
A Employer identification number

55-6016889
B Telephone number (see instructions)

(304) 234-9400
C 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$21,204,962J 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 2,472 2,472  
4 Dividends and interest from securities... 404,056 404,056  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 650,524
b Gross sales price for all assets on line 6a 5,143,788
7 Capital gain net income (from Part IV, line 2)... 650,524
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........ 1,057,052 1,057,052  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,176 104,176    
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
List of Attached Documents:
// Content
625 625 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,600 1,600 0 0
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
1,315 1,315   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications.......... 450 0 0 450
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,145     10,145
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 118,311 107,716 0 10,595
25 Contributions, gifts, grants paid....... 1,404,171 1,404,171
26 Total expenses and disbursements. Add lines 24 and 25 1,522,482 107,716 0 1,414,766
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -465,430
b Net investment income (if negative, enter -0-) 949,336
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............. 500 553 553
2 Savings and temporary cash investments......... 442,946 497,121 497,121
3 Accounts receivable right arrow29,581
Less: allowance for doubtful accounts right arrow   22,053 29,581 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)....... 4,060,889 Click to see attachment
List of Attached Documents:
// Content
3,543,660 		5,808,863
c Investments—corporate bonds (attach schedule)....... 723,944 Click to see attachment
List of Attached Documents:
// Content
335,124 		332,361
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 3,846,363 3,421,981 3,421,981
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
9,993,149 		Click to see attachment
List of Attached Documents:
// Content
10,951,769 		Click to see attachment
List of Attached Documents:
// Content
11,144,083
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,089,844 18,779,789 21,204,962
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........ 19,089,844 18,779,789
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)..... 19,089,844 18,779,789
30 Total liabilities and net assets/fund balances (see instructions). 19,089,844 18,779,789
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
19,089,844
2
Enter amount from Part I, line 27a .....................
2
-465,430
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
155,375
4
Add lines 1, 2, and 3 ..........................
4
18,779,789
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
18,779,789
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 383.07 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-01-17
b 2253.83 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-01-25
c 200000. COLGATE-PALMOLIVE 1.95% 02/01/2023   2012-07-30 2023-02-01
d 150000. WELLS FARGO 3.45% 02/13/2023   2017-04-03 2023-02-13
e 393.02 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-02-15
433.2 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-02-27
542. ADVANCED MICRO DEVICES INC   2019-03-07 2023-03-03
319. ALPHABET INC CL A   2020-08-13 2023-03-03
1207. BAXTER INTERNATIONAL INC.   2022-12-21 2023-03-03
92. BROADCOM INC   2015-07-06 2023-03-03
160. DIGITAL REALTY TRUST (REIT)     2023-03-03
18027.572 FEDERATED HERMES TOTAL RETURN BD FD #328     2023-03-03
148. FEDEX CORP     2023-03-03
89. I SHARES CORE S&P MIDCAP ETF     2023-03-03
76. I SHARES RUSSELL 2000 ETF     2023-03-03
70. LOWES COS INC   2022-04-22 2023-03-03
446. LOWES COS INC   2021-01-12 2023-03-03
760. MASCO CORP     2023-03-03
1595. MASCO CORP     2023-03-03
255. MERCK & CO     2023-03-03
323. MICROCHIP TECHNOLOGY   2021-01-12 2023-03-03
599. NIKE INC     2023-03-03
268. PALO ALTO NETWORKS     2023-03-03
46. PARKER-HANNIFIN CORP.   2022-04-22 2023-03-03
190. SALESFORCE INC     2023-03-03
3864. SPDR COMM SVCS SEL SECTOR ETF   2022-12-21 2023-03-03
141. STARBUCKS CORP   2022-01-21 2023-03-03
276. TRUIST FINANCIAL CORP     2023-03-03
499. US BANCORP     2023-03-03
65. ULTA BEAUTY INC     2023-03-03
2859.867 WESMARK TACTICAL OPPORTUNITY FUND   2022-01-21 2023-03-03
191. EATON CORP PLC   2021-04-27 2023-03-03
343.44 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-03-15
429.56 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-03-27
200000. GENERAL ELECTRIC CAP CORP FLOATING RATE NOTE 1.622% 04/15/2023   2013-04-11 2023-04-15
414.15 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-04-17
429.6 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-04-25
100000. MICROSOFT CORP 2.375% 05/01/2023-2023   2015-01-30 2023-05-01
303.51 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-05-15
1417.14 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-05-25
97. ADVANCED MICRO DEVICES INC   2022-07-29 2023-06-01
493. ADVANCED MICRO DEVICES INC     2023-06-01
443. ALPHABET INC CL A     2023-06-01
387. AMAZON.COM INC.   2017-02-16 2023-06-01
277. APPLE INC     2023-06-01
3. BOEING CO.   2023-03-03 2023-06-01
74. BROADCOM INC   2015-07-06 2023-06-01
51. CISCO SYSTEMS INC   2023-03-03 2023-06-01
135. COMCAST CORP CLASS A SHARES   2023-03-03 2023-06-01
139. CONSTELLATION BRANDS, INC.     2023-06-01
27. DANAHER CORP   2015-09-30 2023-06-01
280. DIGITAL REALTY TRUST (REIT)     2023-06-01
194. META PLATFORMS INC   2023-03-03 2023-06-01
30. FEDEX CORP   2022-04-22 2023-06-01
400. I SHARES CORE S&P MIDCAP ETF   2016-02-10 2023-06-01
961. I SHARES RUSSELL 2000 ETF     2023-06-01
25. JOHNSON & JOHNSON   2022-01-21 2023-06-01
39. MERCK & CO   2015-09-30 2023-06-01
208. MICROSOFT CORP     2023-06-01
290. MICROCHIP TECHNOLOGY   2021-01-12 2023-06-01
281. MONDELEZ INTERNATIONAL     2023-06-01
201. NEXTERA ENERGY     2023-06-01
9. O'REILLY AUTOMOTIVE   2023-03-03 2023-06-01
93. PALO ALTO NETWORKS     2023-06-01
36. PEPSICO INC     2023-06-01
374. SPDR S&P 500 ETF   2016-02-10 2023-06-01
206. SALESFORCE INC     2023-06-01
85. T-MOBILE US INC   2022-01-21 2023-06-01
107. TRUIST FINANCIAL CORP   2022-04-22 2023-06-01
768.631 VANGUARD EQUITY INCOME FUND -ADM#565     2023-06-01
2493.756 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2023-06-01
42. WALMART INC     2023-06-01
16348.18 WESMARK GOVERNMENT BOND FUND #556   2020-08-13 2023-06-01
4244.482 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2023-06-01
5719.732 WESMARK TACTICAL OPPORTUNITY FUND   2022-01-21 2023-06-01
12. EATON CORP PLC   2022-04-22 2023-06-01
326.72 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-06-15
458.42 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-06-26
324.25 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-07-17
428.29 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-07-25
400.31 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-08-15
460.22 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-08-25
74. ALPHABET INC CL A     2023-09-06
117. AMAZON.COM INC.   2022-07-29 2023-09-06
223.133 ARTISAN MID CAP FUND-INS   2021-04-27 2023-09-06
15. BOEING CO.   2023-03-03 2023-09-06
8. BROADCOM INC   2015-07-06 2023-09-06
82. CVS HEALTH CORP     2023-09-06
36. CHEVRON CORPORATION     2023-09-06
180. CISCO SYSTEMS INC   2023-03-03 2023-09-06
73.555 COLUMBIA EMERGING MKTS FUND -I3   2022-07-29 2023-09-06
186. COMCAST CORP CLASS A SHARES   2023-03-03 2023-09-06
10. CONSTELLATION BRANDS, INC.   2017-02-16 2023-09-06
49. DANAHER CORP   2015-09-30 2023-09-06
142. DIAMONDBACK ENERGY INC     2023-09-06
103. DIGITAL REALTY TRUST (REIT)   2018-10-02 2023-09-06
38. META PLATFORMS INC   2023-03-03 2023-09-06
34. FEDEX CORP   2022-10-28 2023-09-06
401. FEDEX CORP     2023-09-06
480. HALLIBURTON   2022-03-04 2023-09-06
366. I SHARES CORE S&P MIDCAP ETF   2016-02-10 2023-09-06
54. JP MORGAN CHASE   2022-04-22 2023-09-06
173. JOHNSON & JOHNSON     2023-09-06
37. MICROCHIP TECHNOLOGY   2021-01-12 2023-09-06
100. MONDELEZ INTERNATIONAL   2010-02-12 2023-09-06
13. MORGAN STANLEY   2023-06-01 2023-09-06
240. NEXTERA ENERGY   2016-02-10 2023-09-06
882. NISOURCE INC   2022-07-29 2023-09-06
1. O'REILLY AUTOMOTIVE   2023-03-03 2023-09-06
56. PALO ALTO NETWORKS   2022-07-29 2023-09-06
139. PARKER-HANNIFIN CORP.   2022-04-22 2023-09-06
39. PEPSICO INC   2019-03-07 2023-09-06
30. PROCTER & GAMBLE CO.   2023-06-01 2023-09-06
182. PRUDENTIAL FINANCIAL INC   2022-10-28 2023-09-06
12. THERMO FISHER SCIENTIFIC   2022-01-21 2023-09-06
513. TRUIST FINANCIAL CORP   2022-10-28 2023-09-06
1707. TRUIST FINANCIAL CORP     2023-09-06
594. US BANCORP     2023-09-06
35.319 VANGUARD EQUITY INCOME FUND -ADM#565   2020-08-13 2023-09-06
119.975 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2023-09-06
37. WALMART INC   2022-07-29 2023-09-06
1853.568 WESMARK LARGE COMPANY FUND #549   2022-01-21 2023-09-06
3477.589 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2023-09-06
3791.469 WESMARK TACTICAL OPPORTUNITY FUND     2023-09-06
169. EATON CORP PLC     2023-09-06
18. LINDE PLC   2022-04-22 2023-09-06
891.71 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-09-15
416.64 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-09-25
.6667 VERALTO CORP   2023-03-03 2023-09-30
341.3 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-10-16
468.5 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-10-25
346.28 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-11-15
418.18 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-11-27
112. FMC CORPORATION   2023-06-01 2023-11-30
798. FMC CORPORATION     2023-11-30
1168. FORD MOTOR COMPANY     2023-11-30
4470. FORD MOTOR COMPANY     2023-11-30
109. MID AMERICA APART CMNTY     2023-11-30
535. MID AMERICA APART CMNTY     2023-11-30
2031.144 CALAMOS MARKET NEUTRAL INCOME FU     2023-12-01
1838.235 DIAMOND HILL LONG/SHORT FUND-I #11   2023-09-06 2023-12-01
1344.76706 FEDERATED HERMES TOTAL RETURN BD FD #328   2021-08-05 2023-12-01
1860.36094 FEDERATED HERMES TOTAL RETURN BD FD #328   2021-08-05 2023-12-01
1777.251 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2023-12-01
1295.337 WESMARK GOVERNMENT BOND FUND #556   2020-08-13 2023-12-01
18. BOEING CO.   2023-03-03 2023-12-06
13. BROADCOM INC   2022-10-28 2023-12-06
86. CVS HEALTH CORP     2023-12-06
37.181 COLUMBIA EMERGING MKTS FUND -I3   2022-07-29 2023-12-06
47. DANAHER CORP   2022-10-28 2023-12-06
4. DIAMONDBACK ENERGY INC   2022-09-09 2023-12-06
22. DIGITAL REALTY TRUST (REIT)   2018-10-02 2023-12-06
3.408 FEDERATED HERMES INT'L LEADERS IS   2023-03-03 2023-12-06
7.68 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2022-07-29 2023-12-06
25. ISHARES MSCI ACWX INDEX FUND ETF   2021-04-27 2023-12-06
187. JP MORGAN CHASE     2023-12-06
24. MICROCHIP TECHNOLOGY   2021-01-12 2023-12-06
31. MONDELEZ INTERNATIONAL     2023-12-06
63. NIKE INC     2023-12-06
14. NISOURCE INC   2022-07-29 2023-12-06
4. O'REILLY AUTOMOTIVE   2023-03-03 2023-12-06
93. PALO ALTO NETWORKS   2022-07-29 2023-12-06
9. PARKER-HANNIFIN CORP.   2022-04-22 2023-12-06
34. PRUDENTIAL FINANCIAL INC   2022-10-28 2023-12-06
47. T-MOBILE US INC   2022-10-28 2023-12-06
76.354 TEMPLETON EMERGING MKTS SM/CAP FD #626   2023-03-03 2023-12-06
916. US BANCORP     2023-12-06
131. UBER TECHNOLOGIES INC   2023-09-06 2023-12-06
36. ULTA BEAUTY INC   2018-04-04 2023-12-06
26. UNITEDHEALTH GROUP INC   2019-07-12 2023-12-06
6.3 VANGUARD EQUITY INCOME FUND -ADM#565   2020-08-13 2023-12-06
1875.345 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2023-12-06
780.665 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2023-06-01 2023-12-06
7. VANGUARD MID-CAP ETF   2023-09-06 2023-12-06
39. VERALTO CORP   2023-03-03 2023-12-06
101. VERALTO CORP     2023-12-06
21.733 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2023-12-06
1681.679 WESMARK LARGE COMPANY FUND #549     2023-12-06
9339.459 WESMARK GOVERNMENT BOND FUND #556   2020-08-13 2023-12-06
12743.489 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2023-12-06
3231.889 WESMARK TACTICAL OPPORTUNITY FUND   2018-10-02 2023-12-06
15. LINDE PLC   2022-04-22 2023-12-06
1558.75 FHLMC POOL #FGC91179 5.5% 03/01/2028   2008-03-13 2023-12-15
420.77 FNMA POOL #FN MA1802 3% 01/01/2034   2014-04-08 2023-12-26
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 383   388 -5
b 2,254   2,269 -15
c 200,000   198,240 1,760
d 150,000   150,000  
e 393   398 -5
433   436 -3
43,323   11,998 31,325
29,527   24,217 5,310
48,078   60,578 -12,500
56,804   12,534 44,270
16,607   20,975 -4,368
170,000   209,578 -39,578
30,814   32,600 -1,786
23,360   14,164 9,196
14,408   12,967 1,441
13,715   14,292 -577
87,382   75,437 11,945
39,611   38,272 1,339
83,132   101,563 -18,431
27,168   16,901 10,267
26,134   24,072 2,062
71,630   83,261 -11,631
51,144   36,738 14,406
16,414   13,065 3,349
35,797   33,070 2,727
208,963   182,627 26,336
14,572   13,529 1,043
12,656   13,828 -1,172
23,172   21,351 1,821
33,806   21,613 12,193
30,000   32,974 -2,974
33,314   27,471 5,843
343   348 -5
430   432 -2
200,000   200,000  
414   419 -5
430   432 -2
100,000   100,000  
304   307 -3
1,417   1,426 -9
11,453   9,023 2,430
58,208   29,913 28,295
54,409   41,485 12,924
46,460   16,300 30,160
49,103   25,813 23,290
619   632 -13
59,037   10,081 48,956
2,534   2,511 23
5,332   5,030 302
33,637   30,660 2,977
6,224   1,750 4,474
28,808   31,434 -2,626
52,278   34,668 17,610
6,524   6,170 354
96,217   50,786 45,431
166,823   102,934 63,889
3,862   4,160 -298
4,321   1,836 2,485
68,164   40,933 27,231
21,789   21,613 176
20,546   11,980 8,566
14,652   10,384 4,268
8,129   7,507 622
19,685   6,471 13,214
6,565   4,949 1,616
156,340   69,926 86,414
43,758   31,508 12,250
11,672   8,862 2,810
3,316   5,579 -2,263
61,936   58,237 3,699
21,197   26,559 -5,362
6,153   4,963 1,190
130,132   165,607 -35,475
50,000   60,611 -10,611
60,000   65,949 -5,949
2,118   1,783 335
327   331 -4
458   461 -3
324   328 -4
428   431 -3
400   405 -5
460   463 -3
10,061   7,222 2,839
15,943   15,782 161
9,079   13,158 -4,079
3,326   3,159 167
6,980   1,090 5,890
5,359   5,567 -208
5,973   5,420 553
10,275   8,862 1,413
890   898 -8
8,227   6,931 1,296
2,596   1,582 1,014
12,762   3,176 9,586
21,979   12,247 9,732
13,444   11,456 1,988
11,463   6,791 4,672
8,751   5,358 3,393
103,216   81,848 21,368
19,485   16,003 3,482
95,421   46,469 48,952
7,811   7,038 773
27,562   26,374 1,188
3,022   2,758 264
6,933   1,865 5,068
1,095   1,065 30
15,796   6,793 9,003
22,942   26,752 -3,810
945   834 111
13,722   9,189 4,533
57,323   39,478 17,845
6,820   4,532 2,288
4,566   4,299 267
17,101   18,928 -1,827
6,490   7,055 -565
15,430   22,931 -7,501
51,345   74,760 -23,415
21,506   29,603 -8,097
2,987   2,554 433
5,510   5,988 -478
5,933   4,795 1,138
40,000   45,783 -5,783
45,000   49,660 -4,660
40,000   41,850 -1,850
38,910   24,892 14,018
6,845   5,761 1,084
892   903 -11
417   419 -2
49   59 -10
341   345 -4
469   472 -3
346   351 -5
418   421 -3
5,972   11,697 -5,725
42,549   64,959 -22,410
11,890   14,872 -2,982
45,504   63,511 -18,007
13,536   16,906 -3,370
66,439   109,567 -43,128
30,000   28,905 1,095
50,000   48,419 1,581
12,587   15,398 -2,811
17,413   21,301 -3,888
15,000   18,928 -3,928
10,000   13,122 -3,122
4,225   3,791 434
11,952   5,941 6,011
6,138   5,678 460
449   454 -5
10,337   10,364 -27
594   539 55
3,047   2,447 600
123   122 1
125   111 14
1,238   1,428 -190
29,667   22,377 7,290
2,033   1,789 244
2,196   746 1,450
7,305   8,409 -1,104
368   425 -57
3,926   3,337 589
27,319   15,260 12,059
3,936   2,556 1,380
3,354   3,536 -182
7,272   7,009 263
983   962 21
36,524   34,380 2,144
7,641   6,106 1,535
17,362   7,382 9,980
14,235   6,903 7,332
534   456 78
15,884   19,972 -4,088
7,682   7,861 -179
1,544   1,529 15
2,937   3,435 -498
7,607   3,841 3,766
1,010   1,085 -75
37,064   40,552 -3,488
72,661   94,609 -21,948
165,156   181,977 -16,821
34,549   35,486 -937
6,059   4,801 1,258
1,559   1,578 -19
421   424 -3
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
      156,809
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       -5
b       -15
c       1,760
d        
e       -5
      -3
      31,325
      5,310
      -12,500
      44,270
      -4,368
      -39,578
      -1,786
      9,196
      1,441
      -577
      11,945
      1,339
      -18,431
      10,267
      2,062
      -11,631
      14,406
      3,349
      2,727
      26,336
      1,043
      -1,172
      1,821
      12,193
      -2,974
      5,843
      -5
      -2
       
      -5
      -2
       
      -3
      -9
      2,430
      28,295
      12,924
      30,160
      23,290
      -13
      48,956
      23
      302
      2,977
      4,474
      -2,626
      17,610
      354
      45,431
      63,889
      -298
      2,485
      27,231
      176
      8,566
      4,268
      622
      13,214
      1,616
      86,414
      12,250
      2,810
      -2,263
      3,699
      -5,362
      1,190
      -35,475
      -10,611
      -5,949
      335
      -4
      -3
      -4
      -3
      -5
      -3
      2,839
      161
      -4,079
      167
      5,890
      -208
      553
      1,413
      -8
      1,296
      1,014
      9,586
      9,732
      1,988
      4,672
      3,393
      21,368
      3,482
      48,952
      773
      1,188
      264
      5,068
      30
      9,003
      -3,810
      111
      4,533
      17,845
      2,288
      267
      -1,827
      -565
      -7,501
      -23,415
      -8,097
      433
      -478
      1,138
      -5,783
      -4,660
      -1,850
      14,018
      1,084
      -11
      -2
      -10
      -4
      -3
      -5
      -3
      -5,725
      -22,410
      -2,982
      -18,007
      -3,370
      -43,128
      1,095
      1,581
      -2,811
      -3,888
      -3,928
      -3,122
      434
      6,011
      460
      -5
      -27
      55
      600
      1
      14
      -190
      7,290
      244
      1,450
      -1,104
      -57
      589
      12,059
      1,380
      -182
      263
      21
      2,144
      1,535
      9,980
      7,332
      78
      -4,088
      -179
      15
      -498
      3,766
      -75
      -3,488
      -21,948
      -16,821
      -937
      1,258
      -19
      -3
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 650,524
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 13,196
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 13,196
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 13,196
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,125
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,125
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 120
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 8,809
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow8,809 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 arrow260033543
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
8 		104,176    
1 BANK PLAZA
WHEELING,WV26003
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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  
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
20,233,702
b
Average of monthly cash balances.......................
1b
411,085
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
20,644,787
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
20,644,787
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
309,672
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,335,115
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,016,756
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
1,016,756
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,196
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,196
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,003,560
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,003,560
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
1,003,560
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
1,414,766
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
1,414,766
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 1,003,560
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 658,711
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,414,766
a Applied to 2022, but not more than line 2a 658,711
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..... 756,055
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		247,505
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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:
MARNIE HEDGES
C/O WESBANCO BANK 1 BANK PLAZA
WHEELING,WV26003
(304) 234-9400
MHEDGES@WESBANCO.COM
bThe form in which applications should be submitted and information and materials they should include:
UNIVERSAL RESIDENTIAL LOAN APPLICATION (URLA), SUPPORTING FINANCIAL DOCUMENTATION, AND ADDENDUM LISTING LEGALLY DEPENDENT CHILDREN LIVING AT HOME AND THEIR AGES
cAny submission deadlines:
APRIL 1 - APRIL 30
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
INTEREST FREE MORTGAGE LOANS TO OHIO COUNTY, WEST VIRGINIA RESIDENTS WITH AT LEAST 1 LEGALLY DEPENDENT CHILD LIVING AT HOME AND UNABLE TO SECURE A MORTGAGE LOAN THROUGH NORMAL PROCESSES.
Form 990-PF (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
Jenna Minor


37 MASER AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 249,228
Troy Mallery


135 CENTER AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 557
Monae Walker


424 NORTH ERIE STREET
Wheeling,WV26003 		NONE N/A HOUSING 119,181
Jordan Peck Jon Michael Gocsik


2216 VANCE AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 5,192
Tracey Galloway


62 13TH STREET
Wheeling,WV26003 		NONE N/A HOUSING 12
Rebecca Lanham


31 S FRAZIER AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 186,224
EMARIE PECK


609 N FRONT STREET
WHEELING,WV26003 		NONE N/A HOUSING 6,511
Kylee Wesley Clemons


50 LYNWOOD AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 12,923
ANDREW CHURCH


137 MT LEBANON DRIVE
WHEELING,WV26060 		NONE N/A HOUSING 4,022
Donald Patricia Schuler


70 MT LEBANON DRIVE
Wheeling,WV26003 		NONE N/A HOUSING 3,369
Delmer Stephanie Loew


RD 2 BOX 249A-1 POTOMAC ROAD
Valley Grove,WV26060 		NONE N/A HOUSING 1,853
Scott Kerry Mortis


104 N 10TH STREET
Wheeling,WV26003 		NONE N/A HOUSING 12,514
Lisa Parsons


104 NORTH 10TH STREET
Wheeling,WV26003 		NONE N/A HOUSING 14,617
Michael Darla Garrett


142 NORTH 16TH STREET
Wheeling,WV26003 		NONE N/A HOUSING 496
Nathaniel Armstrong


114 WARWOOD TERRACE
Wheeling,WV26003 		NONE N/A HOUSING 5,240
Patricia Elliott


1144 FORT HENRY AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 12,478
ALBERTA HINKLE


62 JOAN STREET
WHEELING,WV26059 		NONE N/A HOUSING 2,951
Amy Butler


33 STRATFORD ROAD
Wheeling,WV26003 		NONE N/A HOUSING 4,061
April Harbaugh


2366 OVERBROOK AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 11,814
Melissa Druschel


35 KENTUCKY STREET
Wheeling,WV26003 		NONE N/A HOUSING 290
Chelsea Skrzypek


42 ALICE AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 5,863
CHRISTY AUTEN


2518 HESS AVENUE
WHEELING,WV26003 		NONE N/A HOUSING 3,477
Cortni Beasley


3130 EOFF STREET
Wheeling,WV26003 		NONE N/A HOUSING 15,247
Erica Powell


114 N WABASH STREET
Wheeling,WV26003 		NONE N/A HOUSING 74,073
Heidi McGrew


99 N 20TH STREET
Wheeling,WV26003 		NONE N/A HOUSING 14,627
Donald Jacqueline Shriner


704 WARWOOD AVENUE
Wheeling,WV26003 		NONE N/A HOUSING -919
Kathleen Bryan


29 ELM CREST DRIVE
Wheeling,WV26003 		NONE N/A HOUSING 11,545
Jay Christy Adams


18 CLAY AVENUE
Wheeling,WV26003 		NONE N/A HOUSING -1
David Laura Grubler


10 RIDGE STREET
Wheeling,WV26003 		NONE N/A HOUSING 4,371
Tina Holman


RD 2 BOX 119
Triadelphia,WV26059 		NONE N/A HOUSING 594
David Melissa Beever


127 MT LEBANON DRIVE
Wheeling,WV26003 		NONE N/A HOUSING 12
John Heather Leatherman


431 WARWOOD AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 640
Donald Tara Musilli


21 LOCUST AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 9,846
Scott Jill Phair


1101 WEST WASHINGTON AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 6,335
Ann Marie Senkbeil


210 EAST CLIFTON ADDITION
Wheeling,WV26003 		NONE N/A HOUSING 10,544
Jeffrey Michelle Bennett


120 CENTER AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 3,816
Nancy McCarthy


2329 WARWOOD AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 3,178
Andrew Laura Ondeck


121 CENTER AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 4,643
Michael Dytko


312 STONE CHURCH ROAD
Wheeling,WV26003 		NONE N/A HOUSING 2,765
Uba Maung Mathein Aye


42 CHANTAL AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 11,910
Robert Tami Seevers


231 BOGGS HILL ROAD
Wheeling,WV26003 		NONE N/A HOUSING 4,855
Tobias Erin Bachman


3 MT LEBANON DRIVE
Wheeling,WV26003 		NONE N/A HOUSING 6,026
Brian Crook Nikki Shearer


84 NORTH 22ND STREET
Wheeling,WV26003 		NONE N/A HOUSING 2,341
Sherry Friedrichs


2324 CHAPLINE STREET
Wheeling,WV26003 		NONE N/A HOUSING 2,422
Bridget Doyle


125 MT LEBANON DRIVE
Wheeling,WV26003 		NONE N/A HOUSING 2,734
Kara Heldreth


1501 MILLS STREET
Wheeling,WV26003 		NONE N/A HOUSING 2,167
Natasha Sorg


183 STONE CHURCH ROAD
Wheeling,WV26003 		NONE N/A HOUSING 67,498
Joseph Vansickle


104 N 18TH STREET
Wheeling,WV26003 		NONE N/A HOUSING 2,486
Lara Whorton-Parsons


2502 NATIONAL ROAD
Wheeling,WV26003 		NONE N/A HOUSING 1,974
Sheila Greene


45 VISTA AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 3,512
Cynthia Lewis


9 IDABELLE AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 7,120
Misti Jo Barnes


283 INCLINE AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 2,344
Mark Virginia Ackerman


93 LYNWOOD AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 2,610
Dawn McCroskey


111 NORTHWOOD DRIVE
Wheeling,WV26003 		NONE N/A HOUSING 2,667
Amber Lynn Currence


75 LOGAN DRIVE
Valley Grove,WV26060 		NONE N/A HOUSING 2,167
Lucinda R Alaminski


2507 CADILLAC AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 4,433
Christopher Ludolph


2505 CADILLAC AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 3,699
Betty Hindman


1 WEBSTER AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 4,562
James McKitrick


419 HAZLETT AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 5,143
Shannon Stephen Lawson


153 CHAPEL ROAD
Wheeling,WV26003 		NONE N/A HOUSING 847
Robert Kimberly Hall


1311 VALLEY VIEW AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 8,170
Jeremy Michael Pollen


161 KRUGER STREET
Wheeling,WV26003 		NONE N/A HOUSING 3,234
Jennifer Jo Baker


43 HIGHLAND AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 2,088
Gerald Jessica Mitchell


11 ROCK POINT ROAD
Wheeling,WV26003 		NONE N/A HOUSING 2,715
James Morris


2501 HESS AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 3,394
Anush Pusz


110 ALICE AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 5,684
Heather Baciak


109 NORTH 18TH STREET
Wheeling,WV26003 		NONE N/A HOUSING 3,796
Michelle Frangopolous


16 RICHMOND AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 2,860
Kathryn William Wheeler


134 MAPLE DAVIS LANE
Wheeling,WV26003 		NONE N/A HOUSING 5,725
Nolan Brown


139 CHAPEL ROAD
Wheeling,WV26003 		NONE N/A HOUSING 2,397
Steve Shearer


2356 DIXONS RUN ROAD
Triadelphia,WV26059 		NONE N/A HOUSING 2,477

John Zachary Abrigg

33 MCCREADY AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 4,221

Jessica Sutphin

8 NORTH FRAZIER AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 2,489

Sara & Nicholas Campbell-McCort

150 KEY AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 2,688

Dejah Deever

143 N 19TH STREET
Wheeling,WV26003 		NONE N/A HOUSING 66,128
CLARISSE WILEY


76 CEDAR LANE
WHEELING,WV26003 		NONE N/A HOUSING 223,668

Devin Morris

2515 LINCOLN AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 4,346

Heather Fedorke

29 RIDGEWOOD AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 3,699

Sharon Louise Altman

154 GCP ROAD
Wheeling,WV26003 		NONE N/A HOUSING 1,752

Amanda Vance

631 GLENHITE AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 1,355

Amber Marie Poling

439 HURON STREET
Wheeling,WV26003 		NONE N/A HOUSING 2,076

Ronica Mowder

28 BEEHAVEN DRIVE
Wheeling,WV26003 		NONE N/A HOUSING 2,273

Victoria Perricellia

2729 WOOD STREET
Wheeling,WV26003 		NONE N/A HOUSING 2,235

Jessica Cook

112 S BROADWAY STREET
Wheeling,WV26003 		NONE N/A HOUSING 4,241

Zachary Hummel

480 B WOODLAND LANE
Wheeling,WV26003 		NONE N/A HOUSING 2,158

Sarah L Smith

1442 NOTTAWAY DRIVE
Wheeling,WV26003 		NONE N/A HOUSING 4,587

Kelly Manns

449 WAGNER STREET
Wheeling,WV26003 		NONE N/A HOUSING 2,482

Victoria Lungu

1973 HIGHLAND LANE
Wheeling,WV26003 		NONE N/A HOUSING 3,662

Julie M Skedel

58 MONROE AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 3,968

Carrie West

102 W BETHLEHEM BLVD
Wheeling,WV26003 		NONE N/A HOUSING 2,521

Jamie Kavanas

11 RAVINE AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 2,653

Sarah Pritt

59 GASHELL RUN ROAD
Triadelphia,WV26003 		NONE N/A HOUSING 1,830

Jessica Ernest

2511 VANCE AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 3,454

Latisha Farmer

510 HAZLETT AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 1,782

Marianne Clatterbuck

202 CHERRY BROOK DRIVE
Wheeling,WV26003 		NONE N/A HOUSING 2,128

Andrew & Ryan Miller

106 GRANT AVENUE
Wheeling,WV26003 		NONE N/A HOUSING 5,295

Gary Flanegin Jr

105 BURTRAND LANE
Wheeling,WV26003 		NONE N/A HOUSING 1,015

KATHERINE MARSHALL

114 14TH STREET
WHEELING,WV26003 		NONE N/A HOUSING 3,002

CASSANDRA MAZESKA

54 ELM LANE
WHEELING,WV26003 		NONE N/A HOUSING 2,309

FRANCES ADAMS

4107 WEST ALEXANDER GROVE
VALLEY GROVE,WV26060 		NONE N/A HOUSING 2,218

LOGAN & ALEXANDRA THORN

12 CHERRY LANE
WHEELING,WV26003 		NONE N/A HOUSING 2,684

DEMITRIA GOODWIN

111 GAMBLE AVENUE
WHEELING,WV26003 		NONE N/A HOUSING 2,377

CAROLYN SANTILLI

107 HIDEAWAY DRIVE
WHEELING,WV26003 		NONE N/A HOUSING 1,712

JESSICA WEBB

32 EAGLE AVENUE
WHEELING,WV26003 		NONE N/A HOUSING 2,132

DEBORAH ERNEST

123 N 17TH STREET
WHEELING,WV26003 		NONE N/A HOUSING 4,720

MARIAH ALOE

17 ALFRED STREET
WHEELING,WV26003 		NONE N/A HOUSING 1,987

RACHEL NELSON-GREEN

14 MARYLAND STREET
WHEELING,WV26003 		NONE N/A HOUSING 6,261

DANELL MORRIS

2127 MARSHALL AVENUE
WHEELING,WV26003 		NONE N/A HOUSING 3,047

ZACK AND WHITNEY KANDIS

15 POINT MILLS ROAD
WHEELING,WV26003 		NONE N/A HOUSING 2,770
Total .................................right arrow 3a 1,404,171
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 2,472  
4 Dividends and interest from securities ....     14 404,056  
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 ............ 		    18 650,524  
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) ..   1,057,052  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,057,052
(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:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,600 1,600    

TY 2023 InvestmentsCorpBondsSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Name of Bond End of Year Book Value End of Year Fair Market Value
FHLMC POOL #FGC91179 5.5% 3/1/ 13,554 13,465
COLGATE PALMOLIVE 1.95% 2/1/23    
BROADCOM INC 1.95% 02/15/2028 88,999 89,811
GENERAL ELECTRIC CAP CORP FLOA    
MICROSOFT CORP 2.375% 05/01/20    
FNMA POOL #FNMA1802 3% 01/01/2 47,604 44,460
WELLS FARGO 3.45% 02/13/2023    
NEXTERA ENERGY CAPITAL 2.75% 1 90,885 89,715
T-MOBILE USA INC 3.875% 04/15/ 94,082 94,910

TY 2023 InvestmentsCorpStockSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Name of Stock End of Year Book Value End of Year Fair Market Value
UNITEDHEALTH GROUP INC 83,909 146,885
APPLE INC 78,581 338,853
BROADCOM CORP 31,154 200,925
CHEVRON CORPORATION 80,772 114,406
BOEING CO 62,347 77,155
FORD MOTOR COMPANY    
MORGAN STANLEY 97,996 111,620
CVS HEALTH CORP 92,876 128,073
UBER TECHNOLOGIES INC 77,275 102,083
JOHNSON & JOHNSON 98,802 164,420
MASTERCARD INC CLASS A 97,696 101,509
MICROSOFT CORP 148,275 424,549
MONDELEZ INTERNATIONAL 18,185 70,619
STARBUCKS CORP 97,297 109,259
US BANCORP 72,713 91,321
PARKER-HANNIFIN CORP 55,113 87,533
ADVANCED MICRO DEVICES INC 114,357 207,258
PALO ALTO NETWORKS 14,982 143,017
TRUIST FINANCIAL CORP    
ALPHABET INC CL A 89,271 225,180
DANAHER CORP 45,208 86,753
FEDEX CORP    
MERCK & CO 54,415 115,343
LINDE PUBLIC LIMITED COMPANY 88,297 112,124
CONSTELLATION BRANDS INC 52,558 83,887
META PLATFORMS INC 99,974 184,413
JP MORGAN CHASE 74,916 179,456
NEXTERA ENERGY 42,058 71,916
SPDR S&P 500 ETF    
MICROCHIP TECHNOLOGY 45,854 59,338
PAYPAL HOLDINGS 133,126 113,977
PEPSICO INC 65,617 83,731
PRUDENTIAL FINANCIAL INC 96,862 102,465
MID AMERICA APART CMNTY    
T-MOBILE US INC 48,606 87,380
BAXTER INTERNATIONAL INC    
AMAZON.COM INC 89,852 189,469
WALMART INC 62,430 99,320
DIGITAL REALTY TRUST INC 42,344 54,236
NIKE INC 115,999 104,770
NISOURCE INC 73,828 69,720
LOWES COS INC    
FMC CORPORATION    
SALESFORCE.COM, INC 87,109 174,988
PROCTER & GAMBLE CO 90,275 93,639
ULTA BEAUTY INC 56,935 111,718
HALLIBURTON 59,985 67,167
SPDR COMM SVCS SEL SECTOR ETF    
O REILLY AUTOMOTIVE 70,904 80,757
THERMO FISHER SCIENTIFIC 126,380 118,897
EATON CORP PLC 88,364 146,659
MASCO CORP    
CISCO SYSTEMS INC 85,066 87,602
DELTA AIR LINES 91,449 87,862
COMCAST CORP CLASS A SHARES 60,437 70,686
DIAMONDBACK ENERGY INC 83,211 125,925

TY 2023 LegalFeesSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 625 625    


TY 2023 OtherAssetsSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
WESMARK GOVERNMENT BOND FUND # 2,502,762 2,418,078 2,009,176
WESMARK SMALL COMPANY FUND #3 1,206,555 914,307 1,492,398
FEDERATED GOV'T ULTRA SHORT DU 10,432 10,432 10,316
WESMARK TACTICAL OPPORTUNITY F 888,417 712,159 766,299
CALAMOS MARKET NEUTRAL INCOME   66,399 66,870
DIAMOND HILL LONG/SHORT FUND -   99,766 103,754
FEDERATED HERMES TOTAL RETURN 1,299,194 1,152,592 1,033,154
I SHARES CORE US AGGREGATE BON 969,291 1,450,337 1,357,542
I SHARES MSCI ACWX INDEX FUND 152,523 226,871 268,317
COLUMBIA EMERGING MKTS FUND - 24,281 94,857 100,791
I SHARES RUSSELL 2000 VALUE IN 115,901 242,565 282,390
GOLDMAN SACHS INTERNATIONAL EQ 105,004 115,484 133,600
VANGUARD EQUITY INCOME FD ADM 112,657 51,410 72,856
WESMARK LARGE COMPANY FUND #54 683,354 597,019 831,258
I SHARES CORE S&P MIDCAP ETF 111,419 0 0
VANGUARD INTM-TERM INV GRADE F 1,609,844 1,618,722 1,426,729
VICTORY SYCAMORE ESTABLISHED V 87,364 101,555 109,890
ARTISAN MID CAP FUND - INS 114,151 172,023 156,718
FEDERATED HERMES INT'L LEADERS   127,123 131,188
TEMPLETON EMERGING MKTS SM/CAP   31,117 32,456
VANGUARD INTERMEDIATE-TREASURY   639,542 641,828
VANGUARD MID-CAP ETF   109,411 116,553


TY 2023 OtherExpensesSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 10,145 0   10,145


TY 2023 OtherIncreasesSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Description Amount
INCREASE IN MORTGAGE LOANS 154,444
2021 FORM 990-PF TAX REFUND 931


TY 2023 TaxesSchedule
Name:
GEORGE A LAUGHLIN TRUST
EIN:
55-6016889
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 807 807   0
FOREIGN TAXES ON QUALIFIED FOR 391 391   0
FOREIGN TAXES ON NONQUALIFIED 117 117   0