Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
GEORGE W BOWERS FAMILY 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

55-6140783
B Telephone number (see instructions)

(304) 234-9400
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,016,462J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 104,564 104,564  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 326,242
b Gross sales price for all assets on line 6a 1,235,247
7 Capital gain net income (from Part IV, line 2)... 326,242
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........ 430,806 430,806  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 33,500 16,750   16,750
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 376 188 0 188
b Accounting fees (attach schedule)....... Click to see attachment 550 275 0 275
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,720 459   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 341 52   289
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,487 17,724 0 17,502
25 Contributions, gifts, grants paid........ 285,179 285,179
26 Total expenses and disbursements. Add lines 24 and 25 332,666 17,724 0 302,681
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 98,140
b Net investment income (if negative, enter -0-) 413,082
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 66,805 104,318 104,318
3 Accounts receivable bullet-4,494
Less: allowance for doubtful accounts bullet   5,208 -4,494 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,376,624 Click to see attachment2,366,873 3,420,512
c Investments—corporate bonds (attach schedule)........ 520,049 Click to see attachment600,617 615,428
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,749,238 Click to see attachment1,748,750 1,876,204
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,717,924 4,816,064 6,016,462
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 4,717,924 4,816,064
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 4,717,924 4,816,064
31 Total liabilities and net assets/fund balances (see instructions).. 4,717,924 4,816,064
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,717,924
2 Enter amount from Part I, line 27a..................... 2 98,140
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,816,064
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,816,064
Form 990-PF (2014)
Form 990-PF (2014)
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 10. APPLE INC   2012-07-10 2014-01-21
b 140. BOEING CO.     2014-01-21
c 130. CBS CORP B   2013-06-21 2014-01-21
d 150. CVS HEALTH CORP   2012-10-09 2014-01-21
e 160. WALT DISNEY COMPANY   2012-10-09 2014-01-21
230. EBAY INC     2014-01-21
90. EXPRESS SCRIPTS HLDG CO   2012-07-10 2014-01-21
110. MACY'S INC   2013-06-21 2014-01-21
100. MCKESSON CORP   2012-10-09 2014-01-21
220. MONDELEZ INTERNATIONAL   2010-10-29 2014-01-21
100. PNC FINANCIAL SERVICES GROUP   2011-05-11 2014-01-21
10. PRECISION CASTPARTS CORP   2013-10-04 2014-01-21
70. PRUDENTIAL FINANCIAL INC   2013-01-22 2014-01-21
160. QUALCOMM INC   2012-02-06 2014-01-21
180. WELLS FARGO & CO   2012-07-10 2014-01-21
50. ACTAVIS PLC   2013-09-30 2014-01-21
68711.67 FNMA POOL 256041 5.5% 12/01/2025   2006-02-07 2014-01-22
1989.75 FNMA POOL 256041 5.5% 12/01/2025   2006-02-07 2014-01-27
100000. BANK OF AMERICA CORP. MULTI-STEP CPN-MTN BOND 5.5% 03/29/2030-   2010-03-23 2014-04-01
1560. COCA-COLA CO   2006-08-08 2014-04-03
930. EBAY INC   2012-07-10 2014-04-03
540. EXXON MOBIL CORP     2014-04-03
.5 NOW INC   2012-10-09 2014-06-13
370. APPLE INC     2014-07-03
430. BROADCOM CORP   2013-03-25 2014-07-03
100. CVS HEALTH CORP   2012-10-09 2014-07-03
160. CELGENE CORP   2014-04-03 2014-07-03
80. CHEVRON CORPORATION     2014-07-03
120. CONTINENTAL RESOURCES   2013-03-25 2014-07-03
120. WALT DISNEY COMPANY     2014-07-03
80. EQT CORP   2013-10-04 2014-07-03
70. HOME DEPOT INC.   2010-09-14 2014-07-03
50. HONEYWELL INTERNATIONAL INC   2013-03-25 2014-07-03
130. JOHNSON & JOHNSON   2012-10-09 2014-07-03
70. MASTERCARD INC CLASS A   2011-05-11 2014-07-03
50. MCKESSON CORP   2012-10-09 2014-07-03
150. MICROSOFT CORP   2012-04-24 2014-07-03
70. MONDELEZ INTERNATIONAL   2013-01-22 2014-07-03
80. NATIONAL-OILWELL VARCO   2012-10-09 2014-07-03
200. NATIONAL RETAIL PROPERTIES INC   2010-09-14 2014-07-03
222. NOW INC     2014-07-03
50. PNC FINANCIAL SERVICES GROUP   2011-05-11 2014-07-03
40. PPG INDUSTRIES INC   2010-05-24 2014-07-03
70. QUALCOMM INC   2012-02-06 2014-07-03
300. QUANTA SERVICES INC     2014-07-03
160. TEXAS INSTRUMENTS INC   2013-10-04 2014-07-03
100. US BANCORP   2014-04-03 2014-07-03
100. UNION PACIFIC CORP   2013-06-21 2014-07-03
40. UNITED TECHNOLOGIES CORP   2009-06-16 2014-07-03
40. ACTAVIS PLC   2013-09-30 2014-07-03
160. ACCENTURE PLC   2014-04-03 2014-07-03
720. ACCENTURE PLC     2014-07-03
990. COVIDIEN PLC     2014-07-03
70. EATON CORP PLC   2012-11-30 2014-07-03
1250. ENSCO PLC CL A     2014-07-03
110. INVESCO LTD   2013-06-21 2014-07-03
40. CF INDUSTRIES HLDGS   2012-10-09 2014-10-09
90. CHEVRON CORPORATION   2009-06-16 2014-10-09
800. EI DU PONT DE NEMOURS CO.   2013-10-04 2014-10-09
670. EXPRESS SCRIPTS HLDG CO   2012-07-10 2014-10-09
110. MCKESSON CORP   2012-10-09 2014-10-09
250. MICROSOFT CORP     2014-10-09
110. PALO ALTO NETWORKS   2014-07-03 2014-10-09
150. PETSMART INC     2014-10-09
100. QUALCOMM INC     2014-10-09
30. ACTAVIS PLC   2013-09-30 2014-10-09
660. CHICAGO BRIDGE & IRON COMPANY   2013-03-25 2014-12-29
250. CHICAGO BRIDGE & IRON COMPANY   2014-10-09 2014-12-29
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 5,437   6,148 -711
b 19,819   9,301 10,518
c 7,739   6,112 1,627
d 10,242   7,226 3,016
e 11,882   8,257 3,625
12,384   10,248 2,136
6,677   4,906 1,771
6,099   5,142 957
16,833   8,963 7,870
7,537   4,596 2,941
8,395   6,384 2,011
2,707   2,325 382
6,306   4,048 2,258
12,010   9,771 2,239
8,367   5,990 2,377
9,228   7,201 2,027
75,669   68,486 7,183
1,990   1,983 7
100,000   99,500 500
59,342   34,233 25,109
50,735   37,418 13,317
53,101   37,614 15,487
17   16 1
34,569   23,948 10,621
16,162   14,135 2,027
7,659   4,817 2,842
14,296   11,529 2,767
10,464   5,646 4,818
18,601   10,562 8,039
10,420   5,744 4,676
8,521   6,989 1,532
5,728   2,106 3,622
4,746   3,785 961
13,669   8,894 4,775
5,367   1,960 3,407
9,434   4,482 4,952
6,253   4,819 1,434
2,641   1,938 703
6,595   5,789 806
7,267   4,539 2,728
7,899   6,370 1,529
4,487   3,192 1,295
8,369   2,491 5,878
5,640   4,275 1,365
10,611   7,561 3,050
7,796   6,400 1,396
4,356   4,271 85
10,037   7,620 2,417
4,629   2,192 2,437
8,834   5,760 3,074
13,012   12,582 430
58,552   25,173 33,379
90,324   58,966 31,358
5,477   2,233 3,244
67,760   53,675 14,085
4,230   3,610 620
10,798   8,736 2,062
10,409   6,345 4,064
54,545   46,726 7,819
47,618   36,523 11,095
21,796   9,859 11,937
11,629   7,674 3,955
11,388   8,983 2,405
10,068   8,409 1,659
7,490   6,103 1,387
7,308   4,320 2,988
28,448   38,144 -9,696
10,776   13,262 -2,486
      16,053
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       -711
b       10,518
c       1,627
d       3,016
e       3,625
      2,136
      1,771
      957
      7,870
      2,941
      2,011
      382
      2,258
      2,239
      2,377
      2,027
      7,183
      7
      500
      25,109
      13,317
      15,487
      1
      10,621
      2,027
      2,842
      2,767
      4,818
      8,039
      4,676
      1,532
      3,622
      961
      4,775
      3,407
      4,952
      1,434
      703
      806
      2,728
      1,529
      1,295
      5,878
      1,365
      3,050
      1,396
      85
      2,417
      2,437
      3,074
      430
      33,379
      31,358
      3,244
      14,085
      620
      2,062
      4,064
      7,819
      11,095
      11,937
      3,955
      2,405
      1,659
      1,387
      2,988
      -9,696
      -2,486
       
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 2 326,242
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 277,272 5,495,346 0.050456
2012 267,463 5,209,197 0.051344
2011 281,448 5,139,020 0.054767
2010 257,813 4,851,176 0.053144
2009 234,112 4,406,953 0.053123
2 Total of line 1, column (d) ...................... 2 0.262834
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.052567
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,905,147
5 Multiply line 4 by line 3....................... 5 310,416
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,131
7 Add lines 5 and 6......................... 7 314,547
8 Enter qualifying distributions from Part XII, line 4.............. 8 302,681
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 8,262
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,262
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 8,262
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 8,480
b Exempt foreign organizations—tax withheld at source....... 6b
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 8,480
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 218
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet218 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWV
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletWESBANCO BANK Telephone no.bullet (304) 234-9400
    Located atbullet1 BANK PLAZAWHEELINGWV ZIP+4bullet26003
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 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 2014.)....................
    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 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    WESBANCO BANK TRUSTEE
    1     		33,500    
    1 BANK PLAZA
    WHEELING,WV26003
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 TO WESBANCO BANK INC FOR RECORD KEEPING AND FILING OF PROPER CHARITABLE REPORTS, PAYMENT OF INCOME TO CHARITIES, ETC... 17,025
    2 TO PHILLIPS GARDILL KAISER ALTMERY PLLC LEGAL SERVICES AND GUIDANCE RENDERED TO THE BOARD OF TRUSTEES & ADVISORY COMMITTEE 188
    3 TO WESBANCO BANK INC FOR TRAVEL TO THE ADVISORY COMMITTEE MEETING 289
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,825,421
    b
    Average of monthly cash balances.......................
    1b
    169,652
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,995,073
    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
    5,995,073
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    89,926
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,905,147
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    295,257
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    295,257
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    8,262
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,262
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    286,995
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    286,995
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    286,995
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    302,681
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    302,681
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    302,681
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 286,995
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 16,010
    b From 2010....... 17,690
    c From 2011....... 30,081
    d From 2012....... 11,698
    e From 2013....... 10,981
    fTotal of lines 3a through e......... 86,460
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 302,681
    a Applied to 2013, 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 2014 distributable amount..... 286,995
    e Remaining amount distributed out of corpus 15,686
    5 Excess distributions carryover applied to 2014. 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 5 102,146
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		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
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		16,010
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		86,136
    10 Analysis of line 9:
    a Excess from 2010.... 17,690
    b Excess from 2011.... 30,081
    c Excess from 2012.... 11,698
    d Excess from 2013.... 10,981
    e Excess from 2014.... 15,686
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KRISTIE BARNETT
    C/O WESBANCO BANK 1 BANK PLAZA
    WHEELING,WV26003
    (304) 234-9400
    barnett@wesbanco.com
    bThe form in which applications should be submitted and information and materials they should include:
    SUBMIT A COMPLETED GEORGE W BOWERS FAMILY CHARITABLE TRUST GRANT FORM
    cAny submission deadlines:
    MAY 1 - JUNE 15 OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SPECIFIC PUBLIC OR CHARITABLE, CIVIC, OR GOVERNMENTAL PURPOSES AND ORGANIZATIONS AND CIVIC IMPROVEMENT PROJECTS IN THE CITY OF MANNINGTON OR MARION COUNTY, WV OR THE STATE OF WEST VIRGINIA.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    OGLEBAY FOUNDATION INC
    465 LODGE DRIVE OGLEBAY PARK
    WHEELING,WV26003     		NONE 501(C)(3) WILSON LODGE RENOVATION 45,000
    FAIRMONT STATE UNIVERSITY
    1201 LOCUST AVENUE
    FAIRMONT,WV265542470     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 3,000
    MARSHALL UNIVERSITY
    PO BOX 868
    CHARLESTON,WV253230868     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 3,000
    SHEPHERD UNIVESITY
    PO BOX 40265
    CHARLESTON,WV253640265     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 3,000
    WEST VIRGINIA WESLEYAN COLLEGE
    59 COLLEGE AVEUNE
    BUCKHANNON,WV26201     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 3,000
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(30 SCHOLARSHIP AWARDED TO 1,250
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 3,000
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 3,000
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 3,000
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 3,000
    WEST VIRGINIA WESLEYAN COLLEGE
    59 COLLEGE AVENUE
    BUCKHANNON,WV26201     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 3,000
    CRITTENTON FOUNDATON INC
    2606 NATIONAL ROAD
    WHEELING,WV26003     		NONE 501(C)(3) FURNISHINGS FOR RESIDENTIAL 6,250
    THE CROSS OF MANNINGTON
    204 EAST MAIN STREET
    MANNINGTON,WV26582     		NONE 501(C)(3) PURCHASE GENERATOR & 10,679
    THE DISABILITY ACTION CENTER
    102 BENONI AVENUE
    FAIRMONT,WV26554     		NONE 501(C)(3) REPLACEMENT OF FLAT ROOF 20,000
    THE GABRIEL PROJECT OF WEST VIRGINIA INC
    PO BOX 4663
    CHARLESTON,WV25364     		NONE 501(C)(3) CAR SEATS, CRIBS, DIAPERS, 7,000
    YOUTH SERVICES SYSTEM INC
    PO BOX 6041
    WHEELING,WV26003     		NONE 501(C)(3) REPLACE BOILER SYSTEM FOR 20,000
    WVU ALUMNI ASSOCIATION
    PO BOX 4269
    MORGANTOWN,WV265044269     		NONE 501(C)(3) LOYALTY & PERMANENT 50,000
    MARION COUNTY BOARD OF EDUCATION
    200 GASTON AVENUE
    FAIRMONT,WV26554     		NONE 501(C)(3) ARMORY RENOVATION - 6 15,000
    THE OP SHOP INC
    316 COLUMBIA STREET
    FAIRMONT,WV26554     		NONE 501(C)(3) PURCHASE KITCHEN ITEMS FOR 9,500
    MANNINGTON MIDDLE SCHOOL
    113 CLARKSBURG STREET
    MANNINGTON,WV26582     		NONE 501(C)(3) REPAIRS TO BELL / CLOCK 5,000
    BROOKE CEMETERY COMPANY
    161-22ND STREET
    WELLSBURG,WV26070     		NONE 501(C)(3) REPAIRS TO DETERIORATED 10,000
    MANNINGTON FOOD PANTRY AND
    CLOTHES CLOSET INC
    PO BOX 245
    MANNINGTON,WV26582     		NONE 501(C)(3) REFRIGERATOR, SHELVING, 7,000
    WEST AUGUSTA HISTORICAL SOCIETY
    PO BOX 414
    MANNINGTON,WV26582     		NONE 501(C)(3) ARCHIVE HISTORY & HERITAGE 10,500
    CITY OF MANNINGTON
    206 MAIN STREET
    MANNINGTON,WV26582     		NONE 501(C)(3) RESURFACE CITY PARKING LOT 26,000
    MARION COUNTY 4-H CAMP
    314 MONROE STREET ROOM 202
    FAIRMONT,WV26554     		NONE 501(C)(3) DRAIN SYSTEM & CONCRETE 15,000
    Total .................................bullet 3a 285,179
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 104,564  
    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 .............     		    18 326,242  
    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)..   430,806  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13430,806
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    GEORGE W BOWERS FAMILY CHARITABLE TRUST
    EIN: 55-6140783
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 550 275   275

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    GEORGE W BOWERS FAMILY CHARITABLE TRUST
    EIN: 55-6140783
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FNMA POOL 256041 5.5% 12/1/25    
    BANK OF AMERICA CORP 5.5%    
    GE CAPITAL 4.625% 1/7/2021 99,092 111,459
    JUNIPER NETWORKS INC 3.1% 150,813 152,966
    HALLIBURTON 2% 08/01/2018 100,175 99,568
    KROGER COMPANY 1.2% 10/17/2016 150,579 149,673
    PNC BANK NA 3.3% 10/30/2024 99,958 101,762

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    GEORGE W BOWERS FAMILY CHARITABLE TRUST
    EIN: 55-6140783
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COCA-COLA COMPANY    
    ENSCO INTERNATIONAL INC    
    APPLE COMPUTER INC 20,326 98,238
    AETNA INC 66,631 71,064
    CHEVRON CORPORATION 34,523 47,116
    CONOCOPHILLIPS 62,315 53,176
    FMC CORPORATION 44,305 68,436
    GOOGLE INC 23,686 45,106
    MYLAN LABORATORIES INC 32,956 36,077
    PRECISION CASTPARTS CORP 59,280 61,424
    UNITED TECHNOLOGIES CORP 23,563 49,450
    ACCENTURE PLC    
    ACE LTD 20,710 47,101
    BOEING CO 38,145 71,489
    DOW CHEMICAL CO 48,795 45,154
    COSTCO WHOLESALE CORP 36,435 80,798
    EATON CORP 44,188 58,446
    EXXON MOBIL CORP    
    GOOGLE INC CLASS C 23,610 44,744
    HOME DEPOT INC 37,250 85,026
    MARATHON PETROLEUM CORP 70,915 74,916
    MCKESSON CORP 22,912 68,501
    PPG INDUSTRIES INC 9,966 36,984
    INVESCO LTD 42,811 68,765
    MASTERCARD INC CLASS A 35,966 75,390
    NATIONAL-OILWELL VARCO 51,003 53,079
    PNC FINANCIAL SERVICES GROUP 47,338 68,423
    PETSMART INC 29,712 49,590
    QUALCOMM INC 59,636 77,303
    QUANTA SERVICES INC 40,459 53,657
    SPLUNK INC 49,889 43,623
    NATIONAL RETAIL PROPERTIES INC 34,691 52,756
    WALT DISNEY COMPANY 31,118 72,526
    CARDINAL HEALTH INC 48,908 51,667
    BORGWARNER INC 46,035 59,346
    CF INDUSTRIES HLDGS 37,537 49,057
    CVS CAREMARK 41,909 83,790
    CELGENE CORP 40,352 62,642
    EBAY INC    
    EXPRESS SCRIPTS HLDG CO    
    GENERAL MILLS INC 48,427 65,063
    JOHNSON & JOHNSON 54,049 82,610
    VERIZON COMMUNICATIONS 61,957 62,685
    WELLS FARGO & CO 62,858 86,616
    MASCO CORP 32,473 58,464
    MICROSOFT CORP 62,273 90,113
    MONDELEZ INTERNATIONAL 39,839 65,022
    AMGEN INC 62,110 87,610
    ACTAVIS PLC 28,802 51,482
    BROADCOM CORP 38,210 57,629
    CBS CORP B 31,969 37,631
    COVIDIEN PLC    
    CHICAGO BRIDGE & IRON 51,406 38,202
    CONTINENTAL RESOURCES 36,784 32,990
    EI DU PONE DE NEMOURS CO    
    E M C CORP 32,865 54,722
    EQT CORP 55,034 47,691
    HONEYWELL INTERNATIONAL INC 40,120 52,958
    MACY'S INC 44,228 67,065
    PRUDENTIAL FINANCIAL INC 42,213 66,036
    TEXAS INSTRUMENTS INC 54,802 73,247
    US BANCORP 57,814 69,223
    UNION PACIFIC CORP 38,099 59,565
    PALO ALTO NETWORKS 32,666 49,028

    TY 2014 InvestmentsOtherSchedule2
    Name:
    GEORGE W BOWERS FAMILY CHARITABLE TRUST
    EIN: 55-6140783
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WESMARK GOVT BOND FUND #556 AT COST 1,224,238 1,229,671
    WESMARK SMALL COMPANY GROWTH AT COST 200,000 335,917
    PIMCO TOTAL RETURN FUND I #35 AT COST 224,512 222,541
    INVESCO INTL GROWTH FUND - I      
    OAKMONT INTL FUND #109 AT COST 100,000 88,075

    TY 2014 LegalFeesSchedule
    Name:
    GEORGE W BOWERS FAMILY CHARITABLE TRUST
    EIN: 55-6140783
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 376 188   188


    TY 2014 OtherExpensesSchedule
    Name:
    GEORGE W BOWERS FAMILY CHARITABLE TRUST
    EIN: 55-6140783
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 289 0   289
    OTHER NON-ALLOCABLE EXPENSE - 52 52   0


    TY 2014 TaxesSchedule
    Name:
    GEORGE W BOWERS FAMILY CHARITABLE TRUST
    EIN: 55-6140783
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 321 321   0
    FEDERAL TAX PAYMENT - PRIOR YE 3,781 0   0
    FEDERAL ESTIMATES - PRINCIPAL 8,480 0   0
    FOREIGN TAXES ON QUALIFIED FOR 103 103   0
    FOREIGN TAXES ON NONQUALIFIED 35 35   0