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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$7,914,207J 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 270 270  
4 Dividends and interest from securities... 192,899 192,899  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 517,976
b Gross sales price for all assets on line 6a 2,024,565
7 Capital gain net income (from Part IV, line 2)... 517,976
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)....... Click to see attachment
List of Attached Documents:
// Content
51 51  
12 Total. Add lines 1 through 11........ 711,196 711,196  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 94,653 47,326   47,326
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
8,666 3,008   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
21 7    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 104,015 50,679 0 47,664
25 Contributions, gifts, grants paid....... 342,390 342,390
26 Total expenses and disbursements. Add lines 24 and 25 446,405 50,679 0 390,054
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 264,791
b Net investment income (if negative, enter -0-) 660,517
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 121,851 262,388 262,388
3 Accounts receivable right arrow16,399
Less: allowance for doubtful accounts right arrow   16,911 16,399 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)....... 1,353,101 Click to see attachment
List of Attached Documents:
// Content
1,349,162 		2,115,214
c Investments—corporate bonds (attach schedule)....... 10,556 Click to see attachment
List of Attached Documents:
// Content
7,892 		7,378
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).......... 5,173,602 Click to see attachment
List of Attached Documents:
// Content
5,304,971 		5,529,227
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) 6,676,021 6,940,812 7,914,207
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........ 6,676,021 6,940,812
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)..... 6,676,021 6,940,812
30 Total liabilities and net assets/fund balances (see instructions). 6,676,021 6,940,812
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
6,676,021
2
Enter amount from Part I, line 27a .....................
2
264,791
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,940,812
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
6,940,812
Form 990-PF (2024)
Form 990-PF (2024)
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 207.56 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-01-16
b 98. BOEING CO.   2023-03-03 2024-01-30
c 201.45 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-02-15
d 635.986 WESMARK LARGE COMPANY FUND #549   2007-10-22 2024-03-05
e 1409.234 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2024-03-05
176. ADVANCED MICRO DEVICES INC     2024-03-06
56. AMAZON.COM INC.     2024-03-06
333.555 ARTISAN MID CAP FUND-INS     2024-03-06
28. BROADCOM INC   2015-07-06 2024-03-06
130. DANAHER CORP     2024-03-06
55. META PLATFORMS INC   2023-03-03 2024-03-06
257.192 FIDELITY FLOATING RATE HIGH INCOME FD#81   2023-06-01 2024-03-06
8658.171 FIDELITY FLOATING RATE HIGH INCOME FD#81   2023-03-03 2024-03-06
32. JP MORGAN CHASE   2022-04-22 2024-03-06
167. JOHNSON & JOHNSON     2024-03-06
20. MICROSOFT CORP     2024-03-06
218. MICROCHIP TECHNOLOGY     2024-03-06
34. SALESFORCE INC     2024-03-06
8. THERMO FISHER SCIENTIFIC   2022-01-21 2024-03-06
123. UBER TECHNOLOGIES INC   2023-09-06 2024-03-06
9. ULTA BEAUTY INC   2022-01-21 2024-03-06
248.333 VANGUARD INFLATION-PROTECTED SEC. FD.ADM   2023-09-06 2024-03-06
4529.708 VANGUARD INFLATION-PROTECTED SEC. FD.ADM   2023-03-03 2024-03-06
27. VANGUARD MID-CAP ETF   2023-03-03 2024-03-06
35. EATON CORP PLC     2024-03-06
212.07 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-03-15
241.31 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-04-15
222.82 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-05-15
27. ALPHABET INC CL A     2024-06-06
56. APPLE INC   2009-06-16 2024-06-06
89. ASTRAZENECA PLC   2024-03-06 2024-06-06
72. CVS HEALTH CORP   2023-06-01 2024-06-06
188.782 COLUMBIA EMERGING MKTS FUND -I3   2024-03-06 2024-06-06
7719.51 COLUMBIA EMERGING MKTS FUND -I3     2024-06-06
557. COMCAST CORP CLASS A SHARES   2023-03-03 2024-06-06
136. DELTA AIR LINES   2023-09-06 2024-06-06
169.277 FEDERATED HERMES INT'L LEADERS IS   2023-03-03 2024-06-06
48.206 FIDELITY STRATEGIC INCOME FUND   2023-03-03 2024-06-06
614.5 GOLDMAN SACHS INTERNATIONAL EQUITY INCOM   2023-03-03 2024-06-06
163. ISHARES MSCI ACWX INDEX FUND ETF     2024-06-06
23. JP MORGAN CHASE   2022-04-22 2024-06-06
27. JOHNSON & JOHNSON   2023-12-06 2024-06-06
155. JOHNSON & JOHNSON   2012-10-09 2024-06-06
2183.351 METROPOLITAN WEST TOTAL RETURN BOND FD     2024-06-06
20490.037 METROPOLITAN WEST TOTAL RETURN BOND FD   2023-03-03 2024-06-06
809. NISOURCE INC     2024-06-06
313. PRUDENTIAL FINANCIAL INC     2024-06-06
67. STARBUCKS CORP   2022-04-22 2024-06-06
38. T-MOBILE US INC   2022-10-28 2024-06-06
24.829 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-03-03 2024-06-06
31.468 VANGUARD EQUITY INCOME FUND -ADM#565   2023-06-01 2024-06-06
43. VERALTO CORP     2024-06-06
30.542 VICTORY SYCAMORE ESTABLISHED VALUE FUND   2021-04-27 2024-06-06
99. WALMART INC     2024-06-06
414.53 WESMARK LARGE COMPANY FUND #549   2007-10-22 2024-06-06
7138.482 WESMARK GOVERNMENT BOND FUND #556     2024-06-06
202.974 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2024-06-06
271.755 WESMARK TACTICAL OPPORTUNITY FUND   2022-01-21 2024-06-06
13. EATON CORP PLC   2021-04-27 2024-06-06
202.3 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-06-17
263.09 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-07-15
186.39 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-08-15
68. APPLE INC   2009-06-16 2024-09-06
2133.508 ARTISAN MID CAP FUND-INS     2024-09-06
193.529 BBH INCOME FUND-I   2024-06-06 2024-09-06
90. BROADCOM INC   2015-07-06 2024-09-06
151. CVS HEALTH CORP     2024-09-06
650.731 FEDERATED HERMES TOTAL RETURN BD FD #328   2019-07-12 2024-09-06
72. ISHARES CORE U.S. AGGREGATE BOND ETF     2024-09-06
20. ISHARES RUSSELL 2000 ETF     2024-09-06
68. JP MORGAN CHASE     2024-09-06
46. MERCK & CO   2015-09-30 2024-09-06
16. PALO ALTO NETWORKS     2024-09-06
9. PARKER-HANNIFIN CORP.   2022-04-22 2024-09-06
67. PAYPAL HOLDINGS   2023-03-03 2024-09-06
63. PROCTER & GAMBLE CO.     2024-09-06
89. SALESFORCE INC   2018-04-04 2024-09-06
93.537 TEMPLETON EMERGING MKTS SM/CAP FD #626   2023-03-03 2024-09-06
267. US BANCORP   2013-10-04 2024-09-06
16. ULTA BEAUTY INC   2024-06-06 2024-09-06
72. ULTA BEAUTY INC     2024-09-06
45.462 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-03-03 2024-09-06
20. UNITEDHEALTH GROUP INC     2024-09-06
22.618 VANGUARD EQUITY INCOME FUND -ADM#565     2024-09-06
260.592 VANGUARD LONG TERM INVESTMENT GRADE FUND   2024-03-06 2024-09-06
872.879 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2021-04-27 2024-09-06
333.412 VANGUARD INTERMEDIATE-TREASURY FUND ADM   2023-03-03 2024-09-06
16. VANGUARD MID-CAP ETF   2023-03-03 2024-09-06
89.33 VICTORY SYCAMORE ESTABLISHED VALUE FUND     2024-09-06
62. WALMART INC   2022-07-29 2024-09-06
379.63 WESMARK LARGE COMPANY FUND #549   2007-10-22 2024-09-06
1700.946 WESMARK GOVERNMENT BOND FUND #556   2020-11-30 2024-09-06
626.74 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2024-09-06
1998.092 WESMARK TACTICAL OPPORTUNITY FUND     2024-09-06
9. LINDE PLC   2023-06-01 2024-09-06
195.16 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-09-16
199.09 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-10-15
234.32 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-11-15
154. NIKE INC     2024-11-18
338. CVS HEALTH CORP   2019-03-07 2024-12-02
38. ALPHABET INC CL A   2022-10-28 2024-12-05
47. AMAZON.COM INC.   2017-02-16 2024-12-05
40. APPLE INC   2023-09-06 2024-12-05
522.838 ARTISAN MID CAP FUND-INS   2023-03-03 2024-12-05
113. CARLYLE GROUP INC   2024-06-06 2024-12-05
94. CISCO SYSTEMS INC   2023-03-03 2024-12-05
243. DELTA AIR LINES     2024-12-05
466. DELTA AIR LINES   2023-09-06 2024-12-05
23. DIGITAL REALTY TRUST (REIT)   2018-10-02 2024-12-05
37. META PLATFORMS INC   2023-03-03 2024-12-05
205. HALLIBURTON   2022-03-04 2024-12-05
39. ISHARES RUSSELL 2000 ETF   2023-03-03 2024-12-05
19. JP MORGAN CHASE   2016-02-10 2024-12-05
11. MASTERCARD INC   2023-09-06 2024-12-05
11. MICROSOFT CORP   2023-09-06 2024-12-05
308. MONDELEZ INTERNATIONAL   2010-02-12 2024-12-05
85. MORGAN STANLEY   2023-06-01 2024-12-05
80. NIKE INC     2024-12-05
4. O'REILLY AUTOMOTIVE   2023-03-03 2024-12-05
15. PALO ALTO NETWORKS   2021-04-27 2024-12-05
8. PARKER-HANNIFIN CORP.   2022-04-22 2024-12-05
70. PAYPAL HOLDINGS   2023-03-03 2024-12-05
14. SPDR S&P 500 ETF   2016-02-10 2024-12-05
141. SHOPIFY INC. CLASS A   2024-03-06 2024-12-05
53. STARBUCKS CORP   2022-04-22 2024-12-05
40. T-MOBILE US INC     2024-12-05
12. TESLA INC   2024-09-06 2024-12-05
52.916 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F   2023-03-03 2024-12-05
22.696 VANGUARD EQUITY INCOME FUND -ADM#565   2016-02-10 2024-12-05
47. VANGUARD MID-CAP ETF   2023-03-03 2024-12-05
84.025 VICTORY SYCAMORE ESTABLISHED VALUE FUND     2024-12-05
71. WALMART INC     2024-12-05
901.776 WESMARK LARGE COMPANY FUND #549   2007-10-22 2024-12-05
4356.629 WESMARK SMALL COMPANY GROWTH FUND     2024-12-05
155.674 WESMARK TACTICAL OPPORTUNITY FUND   2023-09-06 2024-12-05
36. EATON CORP PLC   2021-04-27 2024-12-05
203.03 FHLMC FG G18527 3% 10/01/2029   2014-11-03 2024-12-16
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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 208   215 -7
b 19,692   20,590 -898
c 201   209 -8
d 14,545   9,533 5,012
e 19,166   20,124 -958
37,160   14,825 22,335
9,825   6,348 3,477
15,013   18,942 -3,929
38,963   3,814 35,149
33,283   8,913 24,370
27,363   9,888 17,475
2,397   2,320 77
80,694   79,136 1,558
6,055   4,170 1,885
26,683   12,864 13,819
8,052   5,598 2,454
18,989   14,971 4,018
10,368   5,262 5,106
4,706   4,703 3
9,830   5,733 4,097
4,995   3,226 1,769
5,722   5,694 28
104,364   106,222 -1,858
6,559   5,840 719
10,335   5,072 5,263
212   220 -8
241   250 -9
223   231 -8
4,750   2,996 1,754
10,933   274 10,659
7,173   5,799 1,374
4,353   4,924 -571
2,505   2,407 98
102,438   92,665 9,773
22,059   20,803 1,256
6,954   5,740 1,214
6,666   6,065 601
552   529 23
11,393   9,752 1,641
8,914   7,953 961
4,536   2,997 1,539
3,915   4,281 -366
22,478   10,605 11,873
19,606   19,520 86
184,001   184,820 -819
23,124   23,548 -424
36,787   30,887 5,900
5,457   5,305 152
6,848   5,667 1,181
2,030   2,017 13
2,819   2,536 283
4,337   1,147 3,190
1,489   1,524 -35
6,615   4,522 2,093
9,750   6,214 3,536
55,680   72,238 -16,558
2,815   2,898 -83
3,084   3,133 -49
4,224   1,870 2,354
202   210 -8
263   273 -10
186   193 -7
15,207   333 14,874
88,007   82,502 5,505
1,771   1,713 58
12,842   1,226 11,616
8,854   8,570 284
6,345   7,106 -761
7,277   8,499 -1,222
4,237   3,914 323
14,806   4,144 10,662
5,477   2,165 3,312
5,527   2,120 3,407
5,192   2,556 2,636
4,810   4,995 -185
11,119   9,015 2,104
22,046   10,472 11,574
1,324   1,179 145
12,207   9,730 2,477
5,814   6,161 -347
26,164   17,973 8,191
3,877   3,693 184
11,923   7,533 4,390
2,075   1,810 265
2,132   2,066 66
7,769   8,790 -1,021
3,391   3,281 110
4,035   3,461 574
4,497   4,357 140
4,767   2,678 2,089
9,016   5,691 3,325
13,761   17,146 -3,385
8,774   8,950 -176
23,178   22,899 279
4,179   3,198 981
195   202 -7
199   206 -7
234   243 -9
11,506   20,345 -8,839
19,836   18,040 1,796
6,677   3,531 3,146
10,240   1,980 8,260
9,762   7,546 2,216
25,755   19,810 5,945
5,945   4,765 1,180
5,617   4,632 985
16,026   9,923 6,103
30,733   19,669 11,064
4,355   2,558 1,797
22,827   6,652 16,175
6,275   6,835 -560
9,378   7,386 1,992
4,661   1,070 3,591
5,770   4,513 1,257
4,823   3,664 1,159
19,419   5,745 13,674
11,016   6,962 4,054
6,257   10,488 -4,231
4,958   3,323 1,635
6,059   1,783 4,276
5,567   2,272 3,295
6,268   5,219 1,049
8,505   2,618 5,887
15,960   10,511 5,449
5,350   4,197 1,153
9,711   4,292 5,419
4,319   2,733 1,586
4,939   4,298 641
2,234   1,320 914
13,373   10,165 3,208
4,509   3,987 522
6,734   2,881 3,853
24,095   13,518 10,577
74,673   58,525 16,148
1,873   1,642 231
13,547   5,178 8,369
203   211 -8
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
      107,002
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       -7
b       -898
c       -8
d       5,012
e       -958
      22,335
      3,477
      -3,929
      35,149
      24,370
      17,475
      77
      1,558
      1,885
      13,819
      2,454
      4,018
      5,106
      3
      4,097
      1,769
      28
      -1,858
      719
      5,263
      -8
      -9
      -8
      1,754
      10,659
      1,374
      -571
      98
      9,773
      1,256
      1,214
      601
      23
      1,641
      961
      1,539
      -366
      11,873
      86
      -819
      -424
      5,900
      152
      1,181
      13
      283
      3,190
      -35
      2,093
      3,536
      -16,558
      -83
      -49
      2,354
      -8
      -10
      -7
      14,874
      5,505
      58
      11,616
      284
      -761
      -1,222
      323
      10,662
      3,312
      3,407
      2,636
      -185
      2,104
      11,574
      145
      2,477
      -347
      8,191
      184
      4,390
      265
      66
      -1,021
      110
      574
      140
      2,089
      3,325
      -3,385
      -176
      279
      981
      -7
      -7
      -9
      -8,839
      1,796
      3,146
      8,260
      2,216
      5,945
      1,180
      985
      6,103
      11,064
      1,797
      16,175
      -560
      1,992
      3,591
      1,257
      1,159
      13,674
      4,054
      -4,231
      1,635
      4,276
      3,295
      1,049
      5,887
      5,449
      1,153
      5,419
      1,586
      641
      914
      3,208
      522
      3,853
      10,577
      16,148
      231
      8,369
      -8
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 517,976
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 9,181
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 9,181
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 9,181
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,113
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 5,113
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,076
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		39,944    
1 BANK PLAZA
WHEELING,WV26003
COMMUNITY FOUNDATIN RECORD KEEPER
1 		54,709    
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 (2024)
Form 990-PF (2024)
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 47,664
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 (2024)
Form 990-PF (2024)
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
7,792,889
b
Average of monthly cash balances.......................
1b
78,554
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,871,443
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
7,871,443
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
118,072
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,753,371
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
387,669
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
387,669
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,181
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,181
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
378,488
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
378,488
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
378,488
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
390,054
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
390,054
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 378,488
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 22,304
b From 2020...... 41,916
c From 2021...... 8,363
d From 2022...... 70,902
e From 2023...... 10,273
f Total of lines 3a through e ........ 153,758
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 390,054
a Applied to 2023, 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 2024 distributable amount..... 378,488
e Remaining amount distributed out of corpus 11,566
5 Excess distributions carryover applied to 2024. 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 5 165,324
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		22,304
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		143,020
10 Analysis of line 9:
a Excess from 2020.... 41,916
b Excess from 2021.... 8,363
c Excess from 2022.... 70,902
d Excess from 2023.... 10,273
e Excess from 2024.... 11,566
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

SISTERVILLE VOLUNTEER FIRE DEPARTMENT

PO BOX 184
SISTERSVILLE,WV26175 		NONE 501(C)(3) REPLACEMENT OF BUNKER GEAR 11,841

TYLER COUNTY FAMILY RESOURCE NETWORK

PO BOX 187
MIDDLEBOURNE,WV26149 		NONE 501(C)(3) PROJECT HELP 5,000

CITY OF NEW MARTINSVILLE

PARKS AND RECREATION DEPARTMENT
NEW MARTINSVILLE,WV26155 		NONE 501(C)(3) FRIENDSHIP SWING AND SWING 6,575

MARIETTA HEALTH FOUNDATION

406 COLEGATE DRIVE
MARIETTA,OH45750 		NONE 501(C)(3) BLANKET WARMING CABINETS 4,959

OLIVE BRANCH ANIMAL RESCUE & REFUGE

PO BOX 183
SISTERSVILLE,WV26175 		NONE 501(C)(3) PROJECT COOL CANINES 5,975

CITY OF SISTERSVILLE

200 DIAMOND STREET
SISTERVILLE,WV26175 		NONE 501(C)(3) SISTERSVILLE FERRY CULTURE 10,000

CITY OF SISTERSVILLE

200 DIAMOND STREET
SISTERSVILLE,WV26175 		NONE 501(C)(3) PARK AND POOL BATH HOUSE 30,000

ARTSLINK INC

141 MAIN STREET
NEW MARTINSVILLE,WV26155 		NONE 501(C)(3) ARTSLINK CONCERT EVENTS 8,000

CATHOLIC CHARITIES WEST VIRGINIA

2000 MAIN STREET SUITE 214
WHEELING,WV26003 		NONE 501(C)(3) BASIC NEEDS ASSISTANCE 5,000

FRIENDS OF SISTERSVILLE PARK AND POOL

PO BOX 195
SISTERSVILLE,WV26175 		NONE 501(C)(3) SENSORY CORNER 8,040

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 10,000
Total .................................right arrow 3a 342,390
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 270  
4 Dividends and interest from securities ....     14 192,899  
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 ............ 		    18 517,976  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDIGITAL REALTY TRU 		      51  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   711,196  
13Total. Add line 12, columns (b), (d), and (e)..................
13
711,196
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 2024 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 7,892 7,378
FNMA POOL 963579 5% 06/01/2023    
MICROSOFT CORP 2.375% 05/01/20    

TY 2024 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 45,630 51,457
ALPHABET INC CL A 37,087 101,843
APPLE INC 46,425 137,481
BOEING CO    
CHEVRON CORPORATION 30,143 36,934
DANAHER CORP    
FEDEX CORP    
JOHNSON & JOHNSON    
MASCO CORP    
MASTERCARD INC CLASS A 27,917 35,807
MERCK & CO 33,577 45,064
MICROSOFT CORP 62,912 150,054
MONDELEZ INTERNATIONAL    
MORGAN STANLEY 25,945 39,476
PAYPAL HOLDINGS 33,457 41,053
PALO ALTO NETWORKS 8,853 47,310
PRUDENTIAL FINANCIAL INC    
TRUIST FINANCIAL CORP    
US BANCORP 14,071 20,806
T-MOBILE US INC 7,919 27,812
BROADCOM INC 3,542 60,278
CONSTELLATION BRANDS INC 15,855 23,426
JP MORGAN CHASE 11,775 50,099
SPDR S&P 500 ETF    
NEXTERA ENERGY 21,465 35,415
MICROCHIP TECHNOLOGY    
AMAZON.COM INC 25,130 73,715
UNITEDHEALTH GROUP INC 25,477 46,033
PEPSICO INC 24,011 28,891
CVS HEALTH CORP    
WALMART INC 11,054 34,604
DIGITAL REALTY TRUST INC 11,410 18,974
LOWES COS INC    
FMC CORPORATION    
SALESFORCE.COM INC 31,103 54,161
ULTA BEAUTY INC    
CISCO SYSTEMS INC 25,451 30,606
PROCTER & GAMBLE CO 19,967 23,806
STARBUCKS CORP 25,532 27,649
META PLATFORMS INC 28,441 58,551
COMCAST CORP CLASS A SHARES    
DIAMONDBACK ENERGY INC 26,592 40,958
EATON CORP PLC 23,975 45,466
NIKE INC 24,051 19,674
FORD    
HALLIBURTION 20,408 17,565
BAXTER INTERNATIONAL INC.    
COLUMBIA EMERGING MKTS FUND    
GOLDMAN SACHS INTERNATIONAL EQ    
NISOURCE    
PARKER-HANNIFIN CORP. 12,496 27,985
SPDR COMM SVCS SEL    
THERMO FISHER SCIENTIFIC 53,499 49,942
LINDE PLC 27,291 35,587
VANGUARD MID-CAP ETF 109,872 134,178
VERALTO CORP    
UBER TECHNOLOGIES INC 27,183 32,151
OREILLY AUTOMOTIVE 20,769 29,645
DELTA AIR LINES    
AMERICAN WATER WORKS 30,065 28,508
ASTRAZENECA PLC 29,650 29,615
CARLYLE GROUP INC 24,708 29,587
EOG RESOURCES INC 25,473 23,781
LOCKHEED MARTIN 30,603 28,670
NETFLIX INC 20,088 27,631
NOVO NORDISK A/S 45,967 32,258
NVIDIA CORP 56,670 68,622
SHOPIFY INC CLASS A 12,716 19,458
STRYKER CORP 29,830 30,964
TESLA INC 23,234 41,192
AON PLC 19,873 20,472

TY 2024 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      
FEDERATED HERMES TOTAL RETURN AT COST 466,314 418,405
I SHARES MSCI ACWX INDEX FUND AT COST 233,787 265,494
WESMARK LARGE COMPANY FUND #5 AT COST 182,836 308,619
WESMARK BALANCED FUND #559 AT COST 171,179 212,186
WESMARK GOVERNMENT BOND FUND # AT COST 1,194,606 986,295
WESMARK SMALL COMPANY FUND #39 AT COST 181,917 381,163
VANGUARD EQUITY INCOME FD ADM AT COST 50,136 70,083
I SHARES CORE US AGGREGATE BON AT COST 555,688 507,853
I SHARES S&P MIDCAP 400 INDEX      
I SHARES RUSSELL 2000 ETF AT COST 51,130 84,186
WESMARK TACTICAL OPPORTUNITY F AT COST 307,758 360,050
SISTERSVILLE COUNTRY CLUB AT COST 75 75
SISTERSVILLE COUNTRY CLUB PFD AT COST 50 50
VANGUARD INTM-TERM INV GRADE F AT COST 521,949 477,958
VICTORY SYCAMORE ESTABLISHED V AT COST 116,774 122,355
TEMPLETON EMERGING MKTS SM/CAP AT COST 31,411 34,414
ARTISAN MID CAP FUND - INS AT COST 64,753 69,648
MID AMERICAN APART COMMUNITY      
COLUMBIA EMERGING MKTS FUND -      
FEDERATED HERMEST INT'L LEADER AT COST 132,747 129,458
FIDELITY STRATEGIC INCOME FUND AT COST 85,090 89,598
FIDELITY FLOATING RATE HIGH IN      
GOLDMAN SACHS INTERNATIONAL EQ AT COST 116,520 133,514
UNDISCOVERED MANAGERS BEHAVIOR AT COST 77,988 81,790
VANGUARD INFLATION PROTECTED S      
VANGUARD INTERMEDIATE TREASURY AT COST 212,585 209,992
BBH INCOME FUND-I AT COST 210,980 209,192
GOLDMAN SACHS EMERGING MARKETS AT COST 104,190 101,661
SPDR S&P 500 ETF AT COST 36,564 86,154
VALUE LINE MID CAP FOCUS - INS AT COST 106,338 102,049
VANGUARD LONG TERM INVESTMENT AT COST 91,606 86,985

TY 2024 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 - 14 0   0
OTHER NON-ALLOCABLE EXPENSE - 7 7   0


TY 2024 OtherIncomeSchedule2
Name:
HARRY E AND OLIVE BARTH CHARITABLE TRUST
EIN:
55-6179918
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
DIGITAL REALTY TRUST (REIT) 51 51  


TY 2024 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 249 249   0
FEDERAL TAX PAYMENT - PRIOR YE 545 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,113 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,057 2,057   0
FOREIGN TAXES ON NONQUALIFIED 702 702   0