Form990-PF

Department of the Treasury
Internal Revenue Service

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,798,510J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 153,421 153,421  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 232,242
b Gross sales price for all assets on line 6a 1,537,041
7 Capital gain net income (from Part IV, line 2)... 232,242
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........ 385,663 385,663  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 32,479 16,240   16,240
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,670 835 0 835
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
675 338 0 338
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
452 452   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
372      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,648 17,865 0 17,413
25 Contributions, gifts, grants paid....... 306,000 306,000
26 Total expenses and disbursements. Add lines 24 and 25 341,648 17,865 0 323,413
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 44,015
b Net investment income (if negative, enter -0-) 367,798
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 295,932 74,409 74,409
3 Accounts receivable right arrow7,287
Less: allowance for doubtful accounts right arrow   6,227 7,287 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 106,352 Click to see attachment
List of Attached Documents:
// Content
106,352 		100,098
b Investments—corporate stock (attach schedule)....... 2,431,845 Click to see attachment
List of Attached Documents:
// Content
2,456,167 		3,724,440
c Investments—corporate bonds (attach schedule)....... 99,958 Click to see attachment
List of Attached Documents:
// Content
99,958 		98,124
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,843,158 Click to see attachment
List of Attached Documents:
// Content
3,083,314 		2,801,439
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,783,472 5,827,487 6,798,510
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,783,472 5,827,487
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,783,472 5,827,487
30 Total liabilities and net assets/fund balances (see instructions). 5,783,472 5,827,487
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,783,472
2
Enter amount from Part I, line 27a .....................
2
44,015
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,827,487
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,827,487
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 259. ADVANCED MICRO DEVICES INC   2019-03-07 2023-03-03
b 150. ALPHABET INC CL A   2020-08-13 2023-03-03
c 677. BAXTER INTERNATIONAL INC.   2022-12-21 2023-03-03
d 40. BROADCOM INC   2015-09-30 2023-03-03
e 35. CVS HEALTH CORP   2018-07-26 2023-03-03
3. CHEVRON CORPORATION   2022-01-21 2023-03-03
66. DIGITAL REALTY TRUST (REIT)     2023-03-03
75. FEDEX CORP     2023-03-03
277. LOWES COS INC     2023-03-03
358. MASCO CORP     2023-03-03
913. MASCO CORP     2023-03-03
112. MERCK & CO     2023-03-03
125. MICROCHIP TECHNOLOGY   2021-01-12 2023-03-03
45. MONDELEZ INTERNATIONAL     2023-03-03
37. NEXTERA ENERGY   2016-02-10 2023-03-03
305. NIKE INC     2023-03-03
135. PALO ALTO NETWORKS     2023-03-03
12. PARKER-HANNIFIN CORP.   2022-04-22 2023-03-03
131. SALESFORCE INC     2023-03-03
2168. SPDR COMM SVCS SEL SECTOR ETF   2022-12-21 2023-03-03
102. STARBUCKS CORP   2022-01-21 2023-03-03
3. THERMO FISHER SCIENTIFIC   2022-01-21 2023-03-03
1. TRUIST FINANCIAL CORP   2017-12-13 2023-03-03
130. US BANCORP     2023-03-03
33. ULTA BEAUTY INC     2023-03-03
71. EATON CORP PLC   2021-04-27 2023-03-03
1. LINDE PLC   2022-04-22 2023-03-03
20. ADVANCED MICRO DEVICES INC   2022-07-29 2023-06-01
316. ADVANCED MICRO DEVICES INC     2023-06-01
223. ALPHABET INC CL A   2020-08-13 2023-06-01
210. AMAZON.COM INC.   2017-02-16 2023-06-01
150. APPLE INC     2023-06-01
37. BROADCOM INC     2023-06-01
3. CISCO SYSTEMS INC   2023-03-03 2023-06-01
31. COMCAST CORP CLASS A SHARES   2023-03-03 2023-06-01
80. CONSTELLATION BRANDS, INC.     2023-06-01
138. DIGITAL REALTY TRUST (REIT)     2023-06-01
98. META PLATFORMS INC   2023-03-03 2023-06-01
16. FEDEX CORP   2022-04-22 2023-06-01
90. MICROSOFT CORP     2023-06-01
163. MICROCHIP TECHNOLOGY   2021-01-12 2023-06-01
52. MONDELEZ INTERNATIONAL   2020-08-13 2023-06-01
4. O'REILLY AUTOMOTIVE   2023-03-03 2023-06-01
34. PALO ALTO NETWORKS     2023-06-01
6. PEPSICO INC   2021-04-27 2023-06-01
52. SALESFORCE INC   2022-04-22 2023-06-01
31. T-MOBILE US INC   2022-01-21 2023-06-01
81. TRUIST FINANCIAL CORP   2022-04-22 2023-06-01
4. WALMART INC   2022-04-22 2023-06-01
4. EATON CORP PLC   2022-04-22 2023-06-01
29. AMAZON.COM INC.   2017-02-16 2023-07-24
43. APPLE INC   2017-02-16 2023-07-24
10. BROADCOM INC   2015-09-30 2023-07-24
89. CVS HEALTH CORP     2023-07-24
66. COMCAST CORP CLASS A SHARES   2023-03-03 2023-07-24
20. CONSTELLATION BRANDS, INC.   2017-02-16 2023-07-24
26. DANAHER CORP   2015-09-30 2023-07-24
33. DIAMONDBACK ENERGY INC   2021-04-27 2023-07-24
45. DIGITAL REALTY TRUST (REIT)   2018-10-02 2023-07-24
27. META PLATFORMS INC   2023-03-03 2023-07-24
27. FEDEX CORP   2022-04-22 2023-07-24
235. FORD MOTOR COMPANY   2022-07-29 2023-07-24
191. HALLIBURTON   2022-03-04 2023-07-24
69. JP MORGAN CHASE   2022-04-22 2023-07-24
51. JOHNSON & JOHNSON     2023-07-24
6. MICROSOFT CORP   2012-10-09 2023-07-24
51. MICROCHIP TECHNOLOGY   2021-01-12 2023-07-24
10. MID AMERICA APART CMNTY   2022-04-22 2023-07-24
62. MORGAN STANLEY   2023-06-01 2023-07-24
59. NISOURCE INC   2022-07-29 2023-07-24
40. PALO ALTO NETWORKS   2014-07-03 2023-07-24
29. PARKER-HANNIFIN CORP.   2022-04-22 2023-07-24
134. PAYPAL HOLDINGS   2023-03-03 2023-07-24
15. PROCTER & GAMBLE CO.   2023-06-01 2023-07-24
86. PRUDENTIAL FINANCIAL INC   2022-10-28 2023-07-24
16. STARBUCKS CORP   2022-01-21 2023-07-24
8. THERMO FISHER SCIENTIFIC   2022-01-21 2023-07-24
387. US BANCORP     2023-07-24
12. ULTA BEAUTY INC   2018-07-26 2023-07-24
5. UNITEDHEALTH GROUP INC   2019-07-12 2023-07-24
21. WALMART INC     2023-07-24
45. EATON CORP PLC   2022-04-22 2023-07-24
10. LINDE PLC   2022-04-22 2023-07-24
97. ALPHABET INC CL A   2022-07-29 2023-09-06
50. AMAZON.COM INC.   2022-07-29 2023-09-06
14. BOEING CO.   2023-03-03 2023-09-06
23. CHEVRON CORPORATION     2023-09-06
118. CISCO SYSTEMS INC   2023-03-03 2023-09-06
71. COMCAST CORP CLASS A SHARES   2023-03-03 2023-09-06
12. DANAHER CORP   2015-09-30 2023-09-06
52. DIAMONDBACK ENERGY INC     2023-09-06
29. DIGITAL REALTY TRUST (REIT)     2023-09-06
40. FMC CORPORATION   2022-07-29 2023-09-06
5. META PLATFORMS INC   2023-03-03 2023-09-06
19. FEDEX CORP   2022-10-28 2023-09-06
208. FEDEX CORP     2023-09-06
76. HALLIBURTON   2022-03-04 2023-09-06
70. JOHNSON & JOHNSON     2023-09-06
82. MONDELEZ INTERNATIONAL     2023-09-06
167. NEXTERA ENERGY     2023-09-06
533. NISOURCE INC   2022-07-29 2023-09-06
3. PALO ALTO NETWORKS   2022-07-29 2023-09-06
52. PARKER-HANNIFIN CORP.   2022-04-22 2023-09-06
31. PEPSICO INC     2023-09-06
9. PROCTER & GAMBLE CO.   2023-06-01 2023-09-06
15. PRUDENTIAL FINANCIAL INC   2022-10-28 2023-09-06
237. TRUIST FINANCIAL CORP   2022-10-28 2023-09-06
1083. TRUIST FINANCIAL CORP     2023-09-06
11. WALMART INC   2022-07-29 2023-09-06
1931.994 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2023-09-06
122.681 WESMARK TACTICAL OPPORTUNITY FUND   2022-01-21 2023-09-06
50. EATON CORP PLC     2023-09-06
4. LINDE PLC   2022-04-22 2023-09-06
.6667 VERALTO CORP   2023-03-03 2023-09-30
6. BOEING CO.   2023-03-03 2023-12-06
5. BROADCOM INC   2022-10-28 2023-12-06
28. CVS HEALTH CORP   2020-08-13 2023-12-06
23. DANAHER CORP   2022-10-28 2023-12-06
7. DIGITAL REALTY TRUST (REIT)   2018-10-02 2023-12-06
167. FMC CORPORATION     2023-12-06
413. FMC CORPORATION     2023-12-06
1270. FORD MOTOR COMPANY     2023-12-06
2160. FORD MOTOR COMPANY   2022-07-29 2023-12-06
95. JP MORGAN CHASE     2023-12-06
5. MICROCHIP TECHNOLOGY   2021-01-12 2023-12-06
115. MID AMERICA APART CMNTY     2023-12-06
289. MID AMERICA APART CMNTY     2023-12-06
5. MONDELEZ INTERNATIONAL   2010-02-12 2023-12-06
64. NIKE INC     2023-12-06
1. O'REILLY AUTOMOTIVE   2023-03-03 2023-12-06
48. PALO ALTO NETWORKS   2022-07-29 2023-12-06
2. PARKER-HANNIFIN CORP.   2022-04-22 2023-12-06
6. PRUDENTIAL FINANCIAL INC   2022-10-28 2023-12-06
32. T-MOBILE US INC   2022-10-28 2023-12-06
514. US BANCORP     2023-12-06
54. UBER TECHNOLOGIES INC   2023-09-06 2023-12-06
21. ULTA BEAUTY INC   2018-07-26 2023-12-06
23. UNITEDHEALTH GROUP INC   2019-07-12 2023-12-06
24.3334 VERALTO CORP     2023-12-06
58.6666 VERALTO CORP     2023-12-06
324.842 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2023-12-06
5. LINDE PLC   2022-04-22 2023-12-06
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,623   5,733 14,890
b 13,934   11,387 2,547
c 26,989   33,978 -6,989
d 24,995   4,986 20,009
e 2,859   2,327 532
487   383 104
6,965   8,751 -1,786
15,627   16,939 -1,312
54,352   47,068 7,284
18,648   18,296 352
47,557   57,985 -10,428
11,916   6,408 5,508
10,111   9,316 795
2,916   2,550 366
2,687   1,047 1,640
36,519   42,500 -5,981
25,756   17,976 7,780
4,272   3,408 864
24,580   21,437 3,143
117,410   102,468 14,942
10,538   9,787 751
1,659   1,764 -105
46   50 -4
6,044   5,058 986
17,165   11,319 5,846
12,393   10,212 2,181
355   320 35
2,361   1,860 501
37,310   17,725 19,585
27,389   16,929 10,460
25,211   8,845 16,366
26,590   17,139 9,451
29,518   13,457 16,061
149   148 1
1,224   1,156 68
19,360   16,776 2,584
14,198   16,144 -1,946
26,409   17,607 8,802
3,479   3,291 188
29,494   22,831 6,663
12,247   12,148 99
3,802   2,916 886
3,613   3,336 277
7,197   2,300 4,897
1,094   856 238
11,046   9,243 1,803
4,257   3,232 1,025
2,511   4,223 -1,712
586   641 -55
706   594 112
3,745   1,221 2,524
8,298   1,456 6,842
9,030   1,246 7,784
6,745   5,832 913
2,864   2,462 402
5,405   3,164 2,241
6,740   1,685 5,055
4,782   2,602 2,180
5,503   5,005 498
7,901   4,851 3,050
6,987   5,553 1,434
3,269   3,353 -84
7,306   6,368 938
10,942   8,992 1,950
8,781   8,098 683
2,073   176 1,897
4,510   3,801 709
1,549   2,111 -562
5,878   5,078 800
1,657   1,790 -133
9,732   1,089 8,643
11,560   8,236 3,324
9,884   10,044 -160
2,303   2,150 153
8,332   8,944 -612
1,642   1,535 107
4,552   4,703 -151
15,228   17,747 -2,519
5,451   3,075 2,376
2,535   1,327 1,208
3,337   2,445 892
9,346   6,685 2,661
3,832   3,201 631
13,189   10,982 2,207
6,813   6,744 69
3,104   2,954 150
3,816   3,504 312
6,736   5,811 925
3,140   2,649 491
3,125   778 2,347
8,049   4,768 3,281
3,785   3,637 148
3,296   4,445 -1,149
1,508   898 610
4,891   2,994 1,897
53,538   42,414 11,124
3,085   2,534 551
11,152   9,336 1,816
5,685   1,642 4,043
10,991   7,602 3,389
13,864   16,166 -2,302
735   492 243
21,445   14,769 6,676
5,421   3,998 1,423
1,370   1,290 80
1,409   1,560 -151
7,129   10,594 -3,465
32,575   47,913 -15,338
1,764   1,426 338
25,000   27,589 -2,589
1,294   1,415 -121
11,512   7,338 4,174
1,521   1,280 241
49   59 -10
1,408   1,270 138
4,597   2,285 2,312
1,998   1,815 183
5,059   5,072 -13
970   779 191
9,204   17,807 -8,603
22,762   32,147 -9,385
13,603   15,985 -2,382
23,136   30,816 -7,680
15,071   9,521 5,550
424   373 51
14,699   17,441 -2,742
36,939   59,467 -22,528
354   93 261
7,421   8,505 -1,084
981   834 147
14,100   7,876 6,224
875   568 307
592   624 -32
4,951   4,772 179
20,495   19,785 710
3,150   2,517 633
10,128   5,381 4,747
12,593   6,106 6,487
1,833   2,138 -305
4,419   2,127 2,292
4,210   4,639 -429
2,020   1,600 420
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
      19,205
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       14,890
b       2,547
c       -6,989
d       20,009
e       532
      104
      -1,786
      -1,312
      7,284
      352
      -10,428
      5,508
      795
      366
      1,640
      -5,981
      7,780
      864
      3,143
      14,942
      751
      -105
      -4
      986
      5,846
      2,181
      35
      501
      19,585
      10,460
      16,366
      9,451
      16,061
      1
      68
      2,584
      -1,946
      8,802
      188
      6,663
      99
      886
      277
      4,897
      238
      1,803
      1,025
      -1,712
      -55
      112
      2,524
      6,842
      7,784
      913
      402
      2,241
      5,055
      2,180
      498
      3,050
      1,434
      -84
      938
      1,950
      683
      1,897
      709
      -562
      800
      -133
      8,643
      3,324
      -160
      153
      -612
      107
      -151
      -2,519
      2,376
      1,208
      892
      2,661
      631
      2,207
      69
      150
      312
      925
      491
      2,347
      3,281
      148
      -1,149
      610
      1,897
      11,124
      551
      1,816
      4,043
      3,389
      -2,302
      243
      6,676
      1,423
      80
      -151
      -3,465
      -15,338
      338
      -2,589
      -121
      4,174
      241
      -10
      138
      2,312
      183
      -13
      191
      -8,603
      -9,385
      -2,382
      -7,680
      5,550
      51
      -2,742
      -22,528
      261
      -1,084
      147
      6,224
      307
      -32
      179
      710
      633
      4,747
      6,487
      -305
      2,292
      -429
      420
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 232,242
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,112
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,112
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 5,112
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,968
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,968
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 88
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,232
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWV
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowWESBANCO BANK Telephone no.right arrow (304) 234-9400

Located atright arrow1 BANK PLAZAWHEELINGWV ZIP+4right arrow26003
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WESBANCO BANK TRUSTEE
1 		32,479    
1 BANK PLAZA
WHEELING,WV26003
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 TO WESBANCO BANK INC FOR RECORD KEEPING AND FILING OF PROPER CHARITABLE REPORTS, PAYMENT OF INCOME TO CHARITIES, ETC... 16,578
2 TO PHILLIPS GARDILL KAISER ALTMEYER PLLC FOR SERVICES AND GU RENDERED TO BOARD OF TRUSTEES & ADVISORY COMMITTEE 835
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,276,928
b
Average of monthly cash balances.......................
1b
158,531
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,435,459
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
6,435,459
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
96,532
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,338,927
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
316,946
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
316,946
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,112
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,112
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
311,834
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
311,834
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
311,834
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
323,413
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
323,413
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 311,834
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 29,709
b From 2019...... 5,198
c From 2020...... 27,067
d From 2021...... 16,284
e From 2022...... 69,688
f Total of lines 3a through e ........ 147,946
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 323,413
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 311,834
e Remaining amount distributed out of corpus 11,579
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 159,525
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		29,709
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		129,816
10 Analysis of line 9:
a Excess from 2019.... 5,198
b Excess from 2020.... 27,067
c Excess from 2021.... 16,284
d Excess from 2022.... 69,688
e Excess from 2023.... 11,579
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

WEST VIRGINIA WESLEYAN COLLEGE

59 COLLEGE AVEUNE
BUCKHANNON,WV26201 		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000

CRITTENTON FOUNDATON INC

2606 NATIONAL ROAD
WHEELING,WV26003 		NONE 501(C)(3) TWO REACH IN FREEZERS & 10,000

THE DISABILITY ACTION CENTER

102 BENONI AVENUE
FAIRMONT,WV26554 		NONE 501(C)(3) VERTICAL PLATFORM LIFT FOR 10,000

TOWN OF WORTHINGTON

PO BOX 265
WORTHINGTON,WV26591 		NONE 501(C)(3) ROOF, KITCHEN, BATHROOM, 10,000

BLACKSHERE ELEMENTARY SCHOOL

41 BLACKSHERE DRIVE
MANNINGTON,WV26582 		NONE 501(C)(3) PLAYGROUND EQUIPMENT 16,000

MANNINGTON CEMETERY PERPETUAL CARE FUND

PO BOX 15
MANNINGTON,WV26582 		NONE 501(C)(3) ROADWAY, SIGNAGE, AND 15,000

WEST VIRGINIA UNIVERSITY

PO BOX 6
MORGANTOWN,WV253210006 		NONE 501(C)(3) SCHOLARSHIP AWARDED TO ELLA 4,000

MANNINGTON MAIN STREET INC

206 E MAIN STREET
MANNINGTON,WV26582 		NONE 501(C)(3) UPGRADE INFRASTRUCTURE ON 10,000

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 MARK 4,000

FAIRMONT COMMUNITY YOUTH DEVELOPMENT

517 FAIRMONT AVENUE
FAIRMONT,WV26554 		NONE 501(C)(3) ROOF REPLACEMENT & 5,000

WEST VIRGINIA UNIVERSITY

PO BOX 6
MORGANTOWN,WV253210006 		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000

EAST FAIRMONT HIGH SCHOOL

1993 AIRPORT ROAD
FAIRMONT,WV26554 		NONE 501(C)(3) VEX ROBOTICS COMPETITION 7,000

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

ELMHURST THE HOUSE OF FRIENDSHIP

1228 NATIONAL ROAD
WHEELING,WV26003 		NONE 501(C)(3) DINING ROOM CHAIRS & WICKER 15,000

MILAN PUSKAR HEALTH RIGHT INC

341 SPRUCE STREET
MORGANTOWN,WV26505 		NONE 501(C)(3) FUNDING FRIENDSHIP FAIRMONT 10,000

FAIRMONT STATE UNIVERSITY

1201 LOCUST AVENUE
FAIRMONT,WV265542470 		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000

AUGUSTA LEVY LEARNING CENTER

PO BOX 6711
WHEELING,WV26003 		NONE 501(C)(3) INSTALL A SECURITY INTERCOM 5,000

FAIRMONT STATE UNIVERSITY

1201 LOCUST AVENUE
FAIRMONT,WV26554 		NONE 501(C)(3) SCHOLARSHIP AWARDED TO 4,000

CONNECTING LINK INC

205 FAIRMONT AVENUE
FAIRMONT,WV26554 		NONE 501(C)(3) MOBILE FOOD PANTRY IN 9,000

OGLEBAY FOUNDATION INC

255 MANSION DRIVE
WHEELING,WV26003 		NONE 501(C)(3) WAY-FINDING SIGNAGE PROJECT 30,000

RONALD MCDONALD HOUSE CHARITIES OF
MORGANTOWN INC
841 COUNTRY CLUB DRIVE
MORGANTOWN,WV26505 		NONE 501(C)(3) HOUSING FOR FAMILIES OF 5,000

OGLEBAY FOUNDATION INC

255 MANSION DRIVE
WHEELING,WV26003 		NONE 501(C)(3) 16 MILES OF QUALITY 20,000

MANNINGTON BOARD OF PARKS AND
RECREATION COMMITTEE
206 E MAIN STREET
MANNINGTON,WV26582 		NONE 501(C)(3) NEW POOL CONSTRUCTION 50,000

AMERICAN RED CROSSCENT APPALACHIA

113 LAKEVIEW DRIVE
CHARLESTON,WV25313 		NONE 501(C)(3) DISASTER SERVICES IN OHIO 5,000

CITY OF WELLSBURG

70 TOWN SQUARE
WELLSBURG,WV26070 		NONE 501(C)(3) NEW PLAYGROUND EQUIPMENT & 10,000

MARION COUNTY BEEKEEPERS ASSOCIATION

PO BOX 303
KINGMONT,WV26578 		NONE 501(C)(3) ESTABLISH AN APIARY FOR 5,000

LAUGHLIN COMMUNITY CENTER INC

PO BOX 6195
WHEELING,WV26003 		NONE 501(C)(3) DEVELOP SAFE RECREATIONAL 10,000

ST JUDE PARK

710 JEFFERSON AVENUE
GLEN DALE,WV26038 		NONE 501(C)(3) REPAIR CONCESSION STANDS 5,000

UNIVERSITY OF NOTRE DAME

1220 W ANGELA BLVD
SOUTH BEND,IN46556 		NONE 501 (C) (3) SCHOLARSHIP AWARDED TO 4,000
Total .................................right arrow 3a 306,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 153,421  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 232,242  
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) ..   385,663  
13Total. Add line 12, columns (b), (d), and (e)..................
13
385,663
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
GEORGE 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 2023 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
PNC BANK NA 3.3% 10/30/2024 99,958 98,124

TY 2023 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 69,756 206,007
CHEVRON CORPORATION 49,781 69,509
JP MORGAN CHASE 51,431 109,204
BOEING CO 37,939 46,919
MASTERCARD INC CLASS A 59,522 61,844
NEXTERA ENERGY 24,130 43,733
CVS HEALTH CORP 57,513 77,934
JOHNSON & JOHNSON 64,022 100,000
MICROSOFT CORP 96,733 257,963
MONDELEZ INTERNATIONAL 11,060 42,951
BROADCOM INC 17,185 122,788
META PLATFORMS INC 62,073 112,205
PRUDENTIAL FINANCIAL INC 58,834 62,330
STARBUCKS CORP 58,731 66,439
US BANCORP 44,456 55,528
PALO ALTO NETWORKS 15,832 86,990
ALPHABET INC CL A 62,160 136,896
DANAHER CORP 27,687 52,746
FEDEX CORP    
MERCK & CO 33,074 70,100
CONSTELLATION BRANDS INC 34,852 51,009
AMAZON.COM INC 60,412 115,171
ISHARES CORE AGGREGATE BOND ET 208,986 191,255
OREILLY AUTOMOTIVE 43,370 49,404
PEPSICO INC 40,375 50,952
PROCTER & GAMBLE CO 54,963 57,004
T-MOBILE US INC 29,755 53,230
ULTA BEAUTY INC 41,671 68,109
WALMART INC 40,539 60,380
SALESFORCE.COM INC 62,725 106,309
PAYPAL HOLDINGS 79,330 69,332
DIGITAL REALTY TRUST INC 26,280 32,972
FMC CORPORATION    
UNITEDHEALTH GROUP INC 55,857 88,973
MORGAN STANLEY 59,715 67,886
TRUIST FINANCIAL CORP    
ADVANCED MICRO DEVICES INC 72,837 126,036
CISCO SYSTEMS INC 51,740 53,299
UBER TECHNOLOGIES INC 46,980 62,063
DELTA AIR LINES 55,515 53,425
COMCAST CORP CLASS A 36,877 42,973
DIAMONDBACK ENERGY INC 52,799 76,610
LOWES COS INC    
MASCO CORP    
MICROCHIP TECHNOLOGY 27,746 36,072
NIKE 70,378 63,731
EATON CORP PLC 54,419 89,103
BAXTER INTERNATIONAL INC.    
FORD MOTOR COMPANY    
HALLIBURTON 37,776 40,850
MID AMERICAN APART CMNTY    
NISOURCE INC 44,623 42,400
PARKER-HANNIFIN CORP. 33,712 53,441
SPDR COMM SVCS SEL SECTOR ETF    
THERMO FISHER SCIENTIFIC 76,009 72,187
LINDE PLC 54,007 68,178

TY 2023 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:


100,098


TY 2023 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 1,995,593 1,651,278
WESMARK SMALL COMPANY FUND #39 AT COST 229,319 334,067
WESMARK TACTICAL OPPORTUNITY F AT COST 302,851 324,053
FEDERATED HERMES TOTAL RETURN AT COST 321,222 286,525
VANGUARD INTM-TERM INV GRADE F AT COST 234,329 205,516

TY 2023 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 1,670 835   835


TY 2023 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 - 372 0   0


TY 2023 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 452 452   0