Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,734,984J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 114,574 114,574  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 502,576
b Gross sales price for all assets on line 6a 1,968,770
7 Capital gain net income (from Part IV, line 2)... 502,576
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........ 617,150 617,150  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,999 8,499   8,499
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 398 199 0 199
b Accounting fees (attach schedule)....... Click to see attachment 675 338 0 338
c Other professional fees (attach schedule).... Click to see attachment 16,999 8,499   8,499
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 24,396 348   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 109 109    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,576 17,992 0 17,535
25 Contributions, gifts, grants paid....... 311,220 311,220
26 Total expenses and disbursements. Add lines 24 and 25 370,796 17,992 0 328,755
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 246,354
b Net investment income (if negative, enter -0-) 599,158
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 220,903 150,962 150,962
3 Accounts receivable bullet4,599
Less: allowance for doubtful accounts bullet   2,977 4,599 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) 106,352 Click to see attachment106,352 101,715
b Investments—corporate stock (attach schedule)....... 2,440,129 Click to see attachment2,410,159 2,923,369
c Investments—corporate bonds (attach schedule)....... 299,225 Click to see attachment199,050 199,242
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,910,846 Click to see attachment2,355,664 2,359,696
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) 4,980,432 5,226,786 5,734,984
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 4,980,432 5,226,786
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)..... 4,980,432 5,226,786
31 Total liabilities and net assets/fund balances (see instructions). 4,980,432 5,226,786
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
4,980,432
2
Enter amount from Part I, line 27a .....................
2
246,354
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,226,786
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
5,226,786
Form 990-PF (2018)
Form 990-PF (2018)
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 380. AETNA INC     2018-07-26
b 24. ALIBABA GROUP HOLDING LTD   2017-02-16 2018-07-26
c 18. ALPHABET INC CL A     2018-07-26
d 7. AMAZON.COM INC.     2018-07-26
e 62. AMGEN INC.     2018-07-26
66. APPLE INC   2017-06-15 2018-07-26
104. BB&T CORPORATION   2017-12-13 2018-07-26
119. BOEING CO.   2010-02-12 2018-07-26
12. BRISTOL-MYERS SQUIBB COMPANY   2017-06-15 2018-07-26
47. BROADCOM INC     2018-07-26
65. CAPITAL ONE FINANCIAL   2017-12-13 2018-07-26
51. CHEVRON CORPORATION     2018-07-26
122. CHURCH & DWIGHT CO INC   2017-12-13 2018-07-26
946. CHURCH & DWIGHT CO INC     2018-07-26
18. CONSTELLATION BRANDS, INC.   2016-10-05 2018-07-26
1435. CONTINENTAL RESOURCES     2018-07-26
107. DANAHER CORP     2018-07-26
1107. DELTA AIR LINES     2018-07-26
179. DELTA AIR LINES   2017-12-13 2018-07-26
133. WALT DISNEY COMPANY     2018-07-26
809. EQT CORP     2018-07-26
114. EQT CORP   2017-12-13 2018-07-26
146. FACEBOOK INC     2018-07-26
60. FEDEX CORP   2015-01-20 2018-07-26
16. HOME DEPOT INC.     2018-07-26
147. HONEYWELL INTERNATIONAL INC     2018-07-26
141. JP MORGAN CHASE     2018-07-26
8. LENNAR CORP   2017-12-13 2018-07-26
1254. LENNAR CORP     2018-07-26
137. MARATHON PETROLEUM CORP     2018-07-26
586. MASCO CORP     2018-07-26
25. MASTERCARD INC   2011-05-11 2018-07-26
279. MERCK & CO     2018-07-26
47. MICROSOFT CORP     2018-07-26
59. MONDELEZ INTERNATIONAL     2018-07-26
1021. NATIONAL RETAIL PROPERTIES INC     2018-07-26
53. NEXTERA ENERGY     2018-07-26
446. PPG INDUSTRIES INC     2018-07-26
138. PALO ALTO NETWORKS     2018-07-26
819. PAYPAL HOLDINGS   2017-02-16 2018-07-26
9. PEPSICO INC   2017-12-13 2018-07-26
578. PEPSICO INC     2018-07-26
79. SPLUNK INC     2018-07-26
720. STARBUCKS CORP     2018-07-26
152. STARBUCKS CORP   2017-12-13 2018-07-26
5. T-MOBILE US INC   2017-06-15 2018-07-26
279. TEXAS INSTRUMENTS INC     2018-07-26
409. UNITED TECHNOLOGIES CORP     2018-07-26
10. UNITED TECHNOLOGIES CORP   2017-12-13 2018-07-26
15904.349 VANGUARD S/T INVEST GR-ADM #539   2017-04-20 2018-07-26
135. WALGREENS BOOTS ALLIANCE INC   2017-12-13 2018-07-26
942. WALGREENS BOOTS ALLIANCE INC     2018-07-26
2129.278 WESMARK SMALL COMPANY GROWTH FUND   2009-09-17 2018-07-26
2080. INVESCO LTD     2018-07-26
6. INVESCO LTD   2017-12-13 2018-07-26
150. MEDTRONIC PLC   2017-12-13 2018-07-26
100000. HALLIBURTON 2% 08/01/2018   2013-10-15 2018-08-01
. AMERICAN INT'L GROUP     2018-08-22
.1 GARRETT MOTION INC   2013-03-25 2018-10-01
19. AMGEN INC.   2013-10-04 2018-10-02
30. APPLE INC     2018-10-02
32. BROADCOM INC   2015-09-30 2018-10-02
43. CVS HEALTH CORP   2018-07-26 2018-10-02
32. HALLIBURTON   2017-12-13 2018-10-02
84. HOME DEPOT INC.   2010-09-14 2018-10-02
10. HONEYWELL INTERNATIONAL INC   2013-03-25 2018-10-02
1. JP MORGAN CHASE   2016-10-05 2018-10-02
45. JOHNSON & JOHNSON   2017-02-16 2018-10-02
6. LOCKHEED MARTIN   2018-07-26 2018-10-02
63. MARATHON PETROLEUM CORP   2014-07-03 2018-10-02
1048. MASCO CORP   2012-07-10 2018-10-02
8. MASTERCARD INC   2011-05-11 2018-10-02
18. MICROSOFT CORP   2012-10-09 2018-10-02
37. MONDELEZ INTERNATIONAL     2018-10-02
3. O'REILLY AUTOMOTIVE   2017-06-15 2018-10-02
13. PALO ALTO NETWORKS     2018-10-02
592. PRUDENTIAL FINANCIAL INC     2018-10-02
63. PRUDENTIAL FINANCIAL INC   2018-07-26 2018-10-02
4. RAYTHEON COMPANY   2018-07-26 2018-10-02
24. SALESFORCE.COM,INC   2018-07-26 2018-10-02
12. SPIRIT AEROSYSTEMS HOLDINGS, INC.   2018-07-26 2018-10-02
458. SPLUNK INC     2018-10-02
109. T-MOBILE US INC   2017-06-15 2018-10-02
760. TYSON FOODS INC CL A   2018-07-26 2018-10-02
85. US BANCORP   2016-10-05 2018-10-02
22. ULTA BEAUTY INC   2018-07-26 2018-10-02
34. WALMART INC   2018-07-26 2018-10-02
262.223 WESMARK SMALL COMPANY GROWTH FUND   2009-09-17 2018-10-02
64. MEDTRONIC PLC   2017-12-13 2018-10-02
.5 RESIDEO TECHNOLOGIES INC   2013-03-25 2018-10-29
1762. HALLIBURTON     2018-11-02
30. GARRETT MOTION INC   2013-03-25 2018-12-21
48. RESIDEO TECHNOLOGIES INC   2013-03-25 2018-12-21
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 71,868   32,279 39,589
b 4,663   2,426 2,237
c 22,915   15,357 7,558
d 12,864   6,008 6,856
e 11,993   10,402 1,591
12,853   9,427 3,426
5,336   5,203 133
42,645   7,051 35,594
718   655 63
10,734   7,892 2,842
6,442   6,213 229
6,350   5,379 971
6,732   5,880 852
52,204   42,802 9,402
3,878   3,053 825
88,503   44,199 44,304
11,076   8,898 2,178
58,630   46,105 12,525
9,480   9,606 -126
14,955   9,815 5,140
44,784   58,143 -13,359
6,311   6,547 -236
26,099   19,919 6,180
14,467   10,679 3,788
3,228   876 2,352
23,368   12,767 10,601
16,245   10,148 6,097
409   492 -83
64,148   51,775 12,373
10,688   5,557 5,131
22,418   13,938 8,480
5,208   700 4,508
18,038   17,892 146
5,156   2,227 2,929
2,560   2,632 -72
46,001   32,828 13,173
8,922   6,619 2,303
49,010   22,021 26,989
29,366   17,064 12,302
72,030   34,398 37,632
1,045   1,060 -15
67,107   63,766 3,341
8,146   4,878 3,268
37,220   41,079 -3,859
7,858   9,057 -1,199
296   314 -18
31,597   12,947 18,650
55,755   23,499 32,256
1,363   1,242 121
166,200   170,018 -3,818
9,154   9,589 -435
63,871   80,293 -16,422
31,237   17,907 13,330
53,800   53,084 716
155   225 -70
13,445   12,275 1,170
100,000   100,175 -175
115     115
2   1 1
3,950   2,146 1,804
6,891   4,130 2,761
8,028   3,989 4,039
3,420   2,859 561
1,341   1,435 -94
17,408   2,528 14,880
1,660   745 915
113   68 45
6,305   5,303 1,002
2,085   1,937 148
5,182   2,528 2,654
38,260   12,992 25,268
1,777   224 1,553
2,080   529 1,551
1,593   929 664
1,032   700 332
2,911   1,221 1,690
59,499   34,890 24,609
6,332   6,237 95
829   759 70
3,813   3,515 298
1,113   1,095 18
52,568   16,869 35,699
7,622   6,852 770
44,467   48,213 -3,746
4,463   3,705 758
6,204   5,637 567
3,243   3,040 203
3,813   2,205 1,608
6,326   5,237 1,089
12   7 5
61,137   75,509 -14,372
364   241 123
963   639 324
      30,305
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       39,589
b       2,237
c       7,558
d       6,856
e       1,591
      3,426
      133
      35,594
      63
      2,842
      229
      971
      852
      9,402
      825
      44,304
      2,178
      12,525
      -126
      5,140
      -13,359
      -236
      6,180
      3,788
      2,352
      10,601
      6,097
      -83
      12,373
      5,131
      8,480
      4,508
      146
      2,929
      -72
      13,173
      2,303
      26,989
      12,302
      37,632
      -15
      3,341
      3,268
      -3,859
      -1,199
      -18
      18,650
      32,256
      121
      -3,818
      -435
      -16,422
      13,330
      716
      -70
      1,170
      -175
      115
      1
      1,804
      2,761
      4,039
      561
      -94
      14,880
      915
      45
      1,002
      148
      2,654
      25,268
      1,553
      1,551
      664
      332
      1,690
      24,609
      95
      70
      298
      18
      35,699
      770
      -3,746
      758
      567
      203
      1,608
      1,089
      5
      -14,372
      123
      324
       
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 2 502,576
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))
2017 298,780 5,937,281 0.050323
2016 293,220 5,591,011 0.052445
2015 310,663 5,903,623 0.052622
2014 302,681 5,905,147 0.051257
2013 277,272 5,495,346 0.050456
2
Total of line 1, column (d) .....................
2
0.257103
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.051421
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
6,100,766
5
Multiply line 4 by line 3......................
5
313,707
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,992
7
Add lines 5 and 6........................
7
319,699
8
Enter qualifying distributions from Part XII, line 4,.............
8
328,755
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 5,992
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 5,992
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,992
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 11,954
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 11,954
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 44
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 5,918
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet5,918 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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWESBANCO BANK Telephone no.bullet (304) 234-9400

    Located atbullet1 BANK PLAZAWHEELINGWV ZIP+4bullet26003
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WESBANCO BANK TRUSTEE
    1     		16,999    
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 TO WESBANCO BANK INC FOR RECORD KEEPING AND FILING OF PROPER CHARITABLE REPORTS, PAYMENT OF INCOME TO CHARITIES, ETC... 17,336
    2 TO PHILLIPS GARDILL KAISER ALTMERY PLLC LEGAL SERVICES AND GUIDANCE RENDERED TO THE BOARD OF TRUSTEES & ADVISORY COMMITTEE 199
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,004,906
    b
    Average of monthly cash balances.......................
    1b
    188,765
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,193,671
    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
    6,193,671
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    92,905
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,100,766
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    305,038
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    305,038
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,992
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,992
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    299,046
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    299,046
    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
    299,046
    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
    328,755
    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
    328,755
    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
    5,992
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    322,763
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 299,046
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 10,981
    b From 2014...... 15,686
    c From 2015...... 20,558
    d From 2016...... 18,169
    e From 2017...... 13,870
    fTotal of lines 3a through e........ 79,264
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 328,755
    a Applied to 2017, 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 2018 distributable amount..... 299,046
    e Remaining amount distributed out of corpus 29,709
    5 Excess distributions carryover applied to 2018. 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 5 108,973
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		10,981
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		97,992
    10 Analysis of line 9:
    a Excess from 2014.... 15,686
    b Excess from 2015.... 20,558
    c Excess from 2016.... 18,169
    d Excess from 2017.... 13,870
    e Excess from 2018.... 29,709
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ANTHONY J HABBIT
    C/O WESBANCO BANK 1 BANK PLAZA
    WHEELING,WV26003
    (304) 234-9400
    habbit@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 (2018)
    Form 990-PF (2018)
    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
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000
    BPOE #338 MANNINGTON ELKS LODGE
    PO BOX 109
    MANNINGTON,WV26582     		NONE 501(C)(3) BOWERS MEMORIAL PARK UPDATE 10,000
    GIRLS ON THE RUN OF NORTH CENTRAL WV
    919 CANYON ROAD
    MORGANTOWN,WV26508     		NONE 501(C)(3) SCHOLARSHIP SUPPORT FOR 77 6,000
    MANNINGTON MAIN STREET INC
    206 E MAIN STREET
    MANNINGTON,WV26582     		NONE 501(C)(3) CITIZEN SQUARE RENOVATIONS 13,500
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO LEVI 4,000
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000
    WEST VIRGINIA UNIVERSITY
    PO BOX 6
    MORGANTOWN,WV253210006     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000
    FAIRMONT STATE UNIVERSITY
    1201 LOCUST AVENUE
    FAIRMONT,WV265542470     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000
    FAIRMONT STATE UNIVERSITY
    1201 LOCUST AVENUE
    FAIRMONT,WV265542470     		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000
    CONNECTING LINK INC
    205 FAIRMONT AVENUE
    FAIRMONT,WV26554     		NONE 501(C)(3) MOBILE FOOD PANTRY TO 6,000
    CHILDREN OF THE CROSS
    204 EAST MAIN STREET
    MANNINGTON,WV26582     		NONE 501(C)(3) PURCHASE NECESSARY SUPPLIES 8,000
    YOUTH SERVICES SYSTEM INC
    PO BOX 6041
    WHEELING,WV26003     		NONE 501(C)(3) ELECTRICAL UPGRADES FOR 5,000
    OGLEBAY FOUNDATION INC
    465 LODGE DRIVE OGLEBAY PARK
    WHEELING,WV26003     		NONE 501(C)(3) RENOVATE COTTAGES 25,000
    RONALD MCDONALD HOUSE CHARITIES OF
    MORGANTOWN INC
    841 COUNTRY CLUB DRIVE
    MORGANTOWN,WV26505     		NONE 501(C)(3) MORGANTOWN'S HOSS FAMILY 5,000
    THE DISABILITY ACTION CENTER
    102 BENONI AVENUE
    FAIRMONT,WV26554     		NONE 501(C)(3) PROJECT DISCOVERY CAREER 10,000
    BROOKE CEMETERY COMPANY
    161-22ND STREET
    WELLSBURG,WV26070     		NONE 501(C)(3) FUNDING TO MAINTAIN 6,735
    MANNINGTON BOARD OF PARKS AND
    RECREATION COMMITTEE
    206 E MAIN STREET
    MANNINGTON,WV26582     		NONE 501(C)(3) MANNINGTON PARK FACILITIES 30,000
    EAST PARK ELEMENTARY SCHOOL
    1025 FAIRFAX STREET
    FAIRMONT,WV26554     		NONE 501(C)(3) PLAYGROUND RENOVATION 10,000
    MARION COUNTY BOARD OF EDUCATION
    200 GASTON AVENUE
    FAIRMONT,WV26554     		NONE 501(C)(3) IPADS, PROTECTIVE 25,000
    RUSSELL NESBITT SERVICES INC
    431 FULTON STREET
    WHEELING,WV26003     		NONE 501(C)(3) GREENHOUSE LIGHTING 12,000
    MARION COUNTY BOARD OF HEALTH
    300 SECOND STREET
    FAIRMONT,WV26554     		NONE 501(C)(3) PURCHASE VACCINATIONS 5,000
    MARION COUNTY CHILD ADVOCACY CENTER
    315 FAIRMONT AVENUE
    FAIRMONT,WV26554     		NONE 501(C)(3) WAITING AREA FURNITURE, 5,000
    MARION COUNTY SENIOR CITIZENS
    105 MAPLEWOOD DRIVE
    FAIRMONT,WV26554     		NONE 501(C)(3) UPGRADE LIGHTING IN PARKING 9,950
    MOUNTAINEER AREA COUNCIL #615
    BOY SCOUTS OF AMERICA
    1831 SPEEDWAY AVENUE
    FAIRMONT,WV26554     		NONE 501(C)(3) PURCHASE A STORAGE SHED 5,000
    PRESTON COUNTY BOARD OF EDUCATION
    731 PRESTON DRIVE
    KINGWOOD,WV26537     		NONE 501(C)(3) PURCHASE ORFF XYLOPHONES 10,000
    RESET INCORPORATED
    501 MONROE STREET
    FAIRMONT,WV26554     		NONE 501(C)(3) NEW COMPUTERS, IPADS, AND 6,800
    THE CONVENTION & VISITORS BUREAU
    OF MARION COUNTY INC
    100 COLE STREET
    PLEASANT VALLEY,WV26554     		NONE 501(C)(3) UPGRADE NETWORK AND 5,000
    THE HOMESTEAD FARM CENTER INC
    102 BENONI AVENUE
    FAIRMONT,WV26554     		NONE 501(C)(3) CONTRUCTION OF PAVILLION 10,000
    WEST AUGUSTA HISTORICAL SOCIETY INC
    PO BOX 414
    MANNINGTON,WV26582     		NONE 501(C)(3) REPLACE ROOF AT WAHS MUSEUM 5,000
    WEST VIRGINIA BOTANICAL GARDEN INC
    714 VENTURE DRIVE PMB 121
    MORGANTOWN,WV265087306     		NONE 501(C)(3) COMPREHENSIVE HYDROLOGY 10,000
    WEST VIRGINIA RESCUE MINISTRIES INC
    107 JEFFERSON STREET
    FAIRMONT,WV26554     		NONE 501(C)(3) REFRIGERATOR AND ICE 7,235
    YMCA OF KANAWHA VALLEY
    100 YMCA DRIVE
    CHARLESTON,WV25311     		NONE 501(C)(3) FOOD, UNIFORMS, REFEREES, 10,000
    YWCA OF MARION COUNTY
    2019 PLEASANT VALLEY ROAD
    FAIRMONT,WV26554     		NONE 501(C)(3) REPLACE LOAD BEARING WALL 10,000
    Total .................................bullet 3a 311,220
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 114,574  
    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 ............     		    18 502,576  
    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)..   617,150  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    617,150
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 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 675 338   338

    TY 2018 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
    GE CAPITAL 4.625% 1/7/2021 99,092 100,258
    HALLIBURTON 2% 08/01/2018    
    PNC BANK NA 3.3% 10/30/2024 99,958 98,984

    TY 2018 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
    APPLE INC 15,632 40,224
    AETNA INC    
    CHEVRON CORPORATION 47,986 57,006
    JP MORGAN CHASE 50,156 80,634
    UNITED TECHNOLOGIES CORP    
    BOEING CO    
    DUPONT DE NEMOURS INC 49,233 50,432
    HOME DEPOT INC 6,981 39,862
    MARATHON PETROLEUM CORP 17,904 27,617
    PPG INDUSTRIES INC    
    INVESCO LTD    
    MASTERCARD INC CLASS A 10,908 68,480
    NEXTERA ENERGY 37,813 57,882
    SPLUNK INC    
    NATIONAL RETAIL PROPERTIES INC    
    WALT DISNEY COMPANY 18,371 46,930
    CVS HEALTH CORP 61,113 60,213
    JOHNSON & JOHNSON 43,311 73,817
    MASCO CORP    
    MICROSOFT CORP 24,700 85,420
    MONDELEZ INTERNATIONAL 22,506 44,433
    AMGEN INC 36,160 60,348
    BROADCOM INC 44,465 90,015
    CONTINENTAL RESOURCES    
    FACEBOOK INC 79,700 76,425
    EQT CORP    
    HONEYWELL INTERNATIONAL INC 21,032 38,447
    PRUDENTIAL FINANCIAL INC    
    TEXAS INSTRUMENTS INC 18,815 41,486
    US BANCORP 84,436 94,508
    WALGREENS BOOTS ALLIANCE INC    
    PALO ALTO NETWORKS 17,131 39,365
    ALPHABET INC CL A 22,845 63,743
    DANAHER CORP 42,184 61,460
    FEDEX CORP 51,810 47,915
    LENNAR CORP    
    MERCK & CO 68,101 95,436
    CHUBB LIMITED 28,240 60,585
    CHURCH & DWIGHT CO INC    
    CONSTELLATION BRANDS INC 47,729 47,764
    DELTA AIR LINES    
    MEDTRONIC PLC 59,902 66,583
    ALIBABA GROUP HOLDING LTD 44,097 54,006
    AMAZON.COM INC 55,201 93,122
    CAPITAL ONE FINANCIAL 70,725 56,012
    BRISTOL-MYERS SQUIBB COMPANY 58,235 54,267
    BB&T CORPORATION 70,747 61,861
    HALLIBURTON    
    ISHARES CORE AGGREGATE BOND ET 171,820 168,574
    OREILLY AUTOMOTIVE 53,017 72,654
    PAYPAL HOLDINGS    
    PEPSICO INC    
    RAYTHEON COMPANY 67,815 54,899
    STARBUCKS CORP    
    T-MOBILE US INC 44,006 44,527
    ULTA BEAUTY INC 58,679 56,068
    WALMART INC 45,427 47,320
    SALESFORCE.COM INC 66,779 62,458
    SPIRIT AEROSYSTEMS HOLDINGS IN 71,071 56,158
    KANSAS CITY SOUTHERN 64,007 52,975
    KINDER MORGAN INC 42,571 38,435
    KRAFT HEINZ CO 52,144 36,713
    LOCKHEED MARTIN 69,091 56,034
    DIGITAL REALTY TRUST INC 61,731 59,135
    DOLLAR TREE 66,200 67,830
    EOG RESOURCES INC 84,479 60,262
    FMC CORPORATION 63,153 53,029

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    GEORGE W BOWERS FAMILY CHARITABLE TRUST
    EIN:
    55-6140783
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    106,352
    State & Local Government Securities - End of Year Fair Market Value:


    101,715


    TY 2018 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 1,496,815 1,465,760
    WESMARK SMALL COMPANY GROWTH AT COST 173,605 225,579
    WESMARK TACTICAL OPPORTUNITY F AT COST 249,008 240,697
    FEDERATED TOTAL RETURN BD FD # AT COST 257,386 248,924
    VANGUARD S/T INVEST GR-ADM #53 AT COST 89,518 89,616
    FEDERATED SHORT-TERM INCOME FD AT COST 89,332 89,120

    TY 2018 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 398 199   199


    TY 2018 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 - 109 109   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    GEORGE W BOWERS FAMILY CHARITABLE TRUST
    EIN:
    55-6140783
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 16,999 8,499   8,499


    TY 2018 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 348 348   0
    FEDERAL TAX PAYMENT - PRIOR YE 12,094 0   0
    FEDERAL ESTIMATES - PRINCIPAL 11,954 0   0