Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
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$7,300,948
J 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... 157,780 157,780  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 607,404
b Gross sales price for all assets on line 6a 2,063,728
7 Capital gain net income (from Part IV, line 2)... 607,404
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)....... 98 98  
12 Total. Add lines 1 through 11........ 765,282 765,282  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,949 17,475   17,475
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 1,950 975 0 975
b Accounting fees (attach schedule)....... 675 338 0 338
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 7,813 469   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)....... 254      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,641 19,257 0 18,788
25 Contributions, gifts, grants paid....... 340,000 340,000
26 Total expenses and disbursements. Add lines 24 and 25 385,641 19,257 0 358,788
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 379,641
b Net investment income (if negative, enter -0-) 746,025
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 74,409 80,494 80,494
3 Accounts receivable right arrow8,004
Less: allowance for doubtful accounts right arrow   7,287 8,004 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
101,308
b Investments—corporate stock (attach schedule)....... 2,456,167 Click to see attachment
List of Attached Documents:
// Content
2,692,425
4,035,207
c Investments—corporate bonds (attach schedule)....... 99,958    
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).......... 3,083,314 Click to see attachment
List of Attached Documents:
// Content
3,329,853
3,083,939
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) 5,827,487 6,217,128 7,300,948
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........ 5,827,487 6,217,128
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)..... 5,827,487 6,217,128
30 Total liabilities and net assets/fund balances (see instructions). 5,827,487 6,217,128
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
5,827,487
2
Enter amount from Part I, line 27a .....................
2
379,641
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,000
4
Add lines 1, 2, and 3 ..........................
4
6,217,128
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,217,128
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 180. BOEING CO.     2024-01-30
b 311. ADVANCED MICRO DEVICES INC   2022-07-29 2024-03-06
c 88. AMAZON.COM INC.     2024-03-06
d 44. BROADCOM INC     2024-03-06
e 2. DANAHER CORP   2023-06-01 2024-03-06
226. DANAHER CORP     2024-03-06
22. DELTA AIR LINES   2023-09-06 2024-03-06
48. DIAMONDBACK ENERGY INC     2024-03-06
1. DIGITAL REALTY TRUST (REIT)   2018-10-02 2024-03-06
98. META PLATFORMS INC   2023-03-03 2024-03-06
48. JP MORGAN CHASE   2023-03-03 2024-03-06
298. JOHNSON & JOHNSON     2024-03-06
10. MASTERCARD INC   2023-12-06 2024-03-06
23. MICROSOFT CORP   2022-07-29 2024-03-06
29. MICROCHIP TECHNOLOGY   2023-09-06 2024-03-06
371. MICROCHIP TECHNOLOGY     2024-03-06
1. O'REILLY AUTOMOTIVE   2023-03-03 2024-03-06
14. PARKER-HANNIFIN CORP.   2022-04-22 2024-03-06
6. PRUDENTIAL FINANCIAL INC   2022-10-28 2024-03-06
56. SALESFORCE INC     2024-03-06
10. THERMO FISHER SCIENTIFIC   2022-01-21 2024-03-06
215. UBER TECHNOLOGIES INC   2023-09-06 2024-03-06
5. ULTA BEAUTY INC   2018-07-26 2024-03-06
56. WALMART INC     2024-03-06
57. EATON CORP PLC   2021-04-27 2024-03-06
3. LINDE PLC   2022-04-22 2024-03-06
49. ALPHABET INC CL A     2024-06-06
95. APPLE INC     2024-06-06
162. ASTRAZENECA PLC   2024-03-06 2024-06-06
76. CVS HEALTH CORP   2023-06-01 2024-06-06
9. CHEVRON CORPORATION   2022-09-09 2024-06-06
161. COMCAST CORP CLASS A SHARES     2024-06-06
911. COMCAST CORP CLASS A SHARES   2023-03-03 2024-06-06
197. DELTA AIR LINES   2023-09-06 2024-06-06
8. DIAMONDBACK ENERGY INC   2022-09-09 2024-06-06
39. JP MORGAN CHASE   2023-03-03 2024-06-06
15. JOHNSON & JOHNSON   2023-12-06 2024-06-06
325. JOHNSON & JOHNSON     2024-06-06
7. MERCK & CO     2024-06-06
188. NISOURCE INC     2024-06-06
1568. NISOURCE INC     2024-06-06
48. NOVO NORDISK A/S ADR   2024-03-06 2024-06-06
48. PAYPAL HOLDINGS   2023-03-03 2024-06-06
17. PEPSICO INC   2022-10-28 2024-06-06
18. PROCTER & GAMBLE CO.   2023-06-01 2024-06-06
595. PRUDENTIAL FINANCIAL INC     2024-06-06
120. STARBUCKS CORP     2024-06-06
26. T-MOBILE US INC   2022-10-28 2024-06-06
5. UNITEDHEALTH GROUP INC   2023-06-01 2024-06-06
124. WALMART INC   2022-07-29 2024-06-06
2.517 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2024-06-06
27.789 WESMARK TACTICAL OPPORTUNITY FUND   2022-01-21 2024-06-06
21. EATON CORP PLC   2021-04-27 2024-06-06
76. ADVANCED MICRO DEVICES INC     2024-07-17
65. ALPHABET INC CL A   2020-08-13 2024-07-17
60. AMAZON.COM INC.   2023-03-03 2024-07-17
20. AMERICAN WATER WORKS CO INC   2024-06-06 2024-07-17
226. APPLE INC     2024-07-17
153. BROADCOM INC   2016-02-10 2024-07-17
138. CARLYLE GROUP INC   2024-06-06 2024-07-17
11. CHEVRON CORPORATION   2022-09-09 2024-07-17
46. DIAMONDBACK ENERGY INC   2022-09-09 2024-07-17
30. DIGITAL REALTY TRUST (REIT)   2018-10-02 2024-07-17
9. META PLATFORMS INC   2023-03-03 2024-07-17
809.978 FEDERATED HERMES TOTAL RETURN BD FD #328   2021-01-12 2024-07-17
97. HALLIBURTON   2023-03-03 2024-07-17
55. ISHARES CORE U.S. AGGREGATE BOND ETF   2021-01-12 2024-07-17
44. JP MORGAN CHASE     2024-07-17
58. MICROSOFT CORP   2022-07-29 2024-07-17
79. MORGAN STANLEY   2023-06-01 2024-07-17
3. NETFLIX INC.   2024-06-06 2024-07-17
8. NOVO NORDISK A/S ADR   2024-03-06 2024-07-17
5. O'REILLY AUTOMOTIVE   2023-03-03 2024-07-17
49. PALO ALTO NETWORKS   2022-07-29 2024-07-17
12. PARKER-HANNIFIN CORP.   2023-06-01 2024-07-17
45. SALESFORCE INC   2018-07-26 2024-07-17
86. SHOPIFY INC. CLASS A   2024-03-06 2024-07-17
13. T-MOBILE US INC   2022-10-28 2024-07-17
160. US BANCORP   2013-10-04 2024-07-17
143. UBER TECHNOLOGIES INC   2024-06-06 2024-07-17
11. ULTA BEAUTY INC   2023-06-01 2024-07-17
19. UNITEDHEALTH GROUP INC     2024-07-17
662.753 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2024-07-17
59. WALMART INC   2022-07-29 2024-07-17
3440.641 WESMARK GOVERNMENT BOND FUND #556   2020-08-13 2024-07-17
1212.637 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2024-07-17
652.29 WESMARK TACTICAL OPPORTUNITY FUND   2022-01-21 2024-07-17
18. EATON CORP PLC   2021-04-27 2024-07-17
8. LINDE PLC   2023-06-01 2024-07-17
51. ASTRAZENECA PLC   2024-03-06 2024-09-06
62. BROADCOM INC   2016-02-10 2024-09-06
301. CVS HEALTH CORP     2024-09-06
62. CISCO SYSTEMS INC   2023-03-03 2024-09-06
36. CONSTELLATION BRANDS, INC.     2024-09-06
605.422 FEDERATED HERMES TOTAL RETURN BD FD #328     2024-09-06
37. ISHARES CORE U.S. AGGREGATE BOND ETF     2024-09-06
94. JP MORGAN CHASE     2024-09-06
12. MASTERCARD INC     2024-09-06
77. MERCK & CO   2015-09-30 2024-09-06
191. MONDELEZ INTERNATIONAL   2010-02-12 2024-09-06
1. NETFLIX INC.   2024-06-06 2024-09-06
4. O'REILLY AUTOMOTIVE   2023-03-03 2024-09-06
5. PALO ALTO NETWORKS   2022-07-29 2024-09-06
1. PARKER-HANNIFIN CORP.   2023-06-01 2024-09-06
157. PAYPAL HOLDINGS   2023-03-03 2024-09-06
11. PEPSICO INC     2024-09-06
126. PROCTER & GAMBLE CO.     2024-09-06
131. SALESFORCE INC   2018-07-26 2024-09-06
1. SHOPIFY INC. CLASS A   2024-03-06 2024-09-06
74. STARBUCKS CORP     2024-09-06
10. STRYKER CORP   2024-06-06 2024-09-06
22. T-MOBILE US INC     2024-09-06
13. THERMO FISHER SCIENTIFIC   2022-01-21 2024-09-06
466. US BANCORP   2013-10-04 2024-09-06
45. ULTA BEAUTY INC     2024-09-06
110. ULTA BEAUTY INC     2024-09-06
15. UNITEDHEALTH GROUP INC   2023-03-03 2024-09-06
475.255 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2024-09-06
81. WALMART INC   2022-07-29 2024-09-06
6045.219 WESMARK GOVERNMENT BOND FUND #556     2024-09-06
20.126 WESMARK SMALL COMPANY GROWTH FUND   2022-01-21 2024-09-06
730.716 WESMARK TACTICAL OPPORTUNITY FUND   2022-01-21 2024-09-06
8. LINDE PLC   2023-06-01 2024-09-06
100000. PNC BANK NA 3.3% 10/30/2024-2024   2014-10-27 2024-10-30
16. ALPHABET INC CL A   2023-07-24 2024-12-05
83. AMAZON.COM INC.   2023-03-03 2024-12-05
5. APPLE INC   2023-09-06 2024-12-05
1. BROADCOM INC   2023-09-06 2024-12-05
7. CVS HEALTH CORP   2024-03-06 2024-12-05
610. CVS HEALTH CORP     2024-12-05
318. CARLYLE GROUP INC   2024-06-06 2024-12-05
28. CHEVRON CORPORATION   2022-09-09 2024-12-05
107. CISCO SYSTEMS INC   2023-03-03 2024-12-05
348. DELTA AIR LINES     2024-12-05
947. DELTA AIR LINES   2023-09-06 2024-12-05
39. DIGITAL REALTY TRUST (REIT)   2018-10-02 2024-12-05
50. META PLATFORMS INC   2023-03-03 2024-12-05
303. HALLIBURTON     2024-12-05
16. JP MORGAN CHASE   2023-09-06 2024-12-05
3. MASTERCARD INC   2023-09-06 2024-12-05
84. MONDELEZ INTERNATIONAL     2024-12-05
402. MONDELEZ INTERNATIONAL   2010-02-12 2024-12-05
128. MORGAN STANLEY     2024-12-05
404. NIKE INC     2024-12-05
11. PALO ALTO NETWORKS     2024-12-05
10. PARKER-HANNIFIN CORP.     2024-12-05
95. PAYPAL HOLDINGS   2023-03-03 2024-12-05
171. SHOPIFY INC. CLASS A   2024-03-06 2024-12-05
10. STARBUCKS CORP   2023-09-06 2024-12-05
34. T-MOBILE US INC     2024-12-05
14. TESLA INC   2024-09-06 2024-12-05
46. US BANCORP   2013-10-04 2024-12-05
83. WALMART INC     2024-12-05
2687.968 WESMARK SMALL COMPANY GROWTH FUND     2024-12-05
3. AON PLC   2024-09-06 2024-12-05
52. EATON CORP PLC   2021-04-27 2024-12-05
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 36,170   37,938 -1,768
b 65,663   28,929 36,734
c 15,440   10,722 4,718
d 61,227   7,693 53,534
e 512   407 105
57,861   27,280 30,581
923   929 -6
8,685   6,851 1,834
152   111 41
48,756   17,607 31,149
9,082   6,809 2,273
47,614   38,374 9,240
4,671   4,108 563
9,260   6,403 2,857
2,526   2,371 155
32,317   25,374 6,943
1,080   834 246
7,434   3,976 3,458
656   624 32
17,077   8,882 8,195
5,883   5,879 4
17,182   10,021 7,161
2,775   1,281 1,494
3,363   2,557 806
16,831   8,198 8,633
1,377   960 417
8,621   5,273 3,348
18,547   11,842 6,705
13,056   10,556 2,500
4,594   5,197 -603
1,388   1,423 -35
6,376   6,777 -401
36,079   33,984 2,095
10,073   8,315 1,758
1,511   1,078 433
7,691   5,532 2,159
2,175   2,378 -203
47,130   23,269 23,861
906   649 257
5,374   5,030 344
44,820   43,859 961
6,776   5,980 796
3,082   3,598 -516
2,957   3,056 -99
2,985   2,580 405
69,931   58,210 11,721
9,773   11,603 -1,830
4,686   3,877 809
2,518   2,439 79
8,285   5,357 2,928
35   36 -1
315   320 -5
6,824   3,020 3,804
12,295   4,917 7,378
11,748   4,941 6,807
11,190   5,634 5,556
2,860   2,626 234
51,607   2,515 49,092
24,078   1,852 22,226
6,273   5,819 454
1,772   1,739 33
9,706   6,197 3,509
4,710   3,337 1,373
4,194   1,617 2,577
7,679   9,290 -1,611
3,517   3,703 -186
5,412   6,422 -1,010
9,560   6,125 3,435
25,539   16,147 9,392
8,415   6,470 1,945
1,933   1,944 -11
1,080   997 83
5,259   4,170 1,089
16,084   8,040 8,044
6,777   3,869 2,908
11,246   6,590 4,656
5,520   6,411 -891
2,390   1,939 451
7,266   5,831 1,435
9,906   9,765 141
4,388   4,490 -102
10,834   9,233 1,601
5,733   7,058 -1,325
4,181   2,549 1,632
27,043   34,854 -7,811
17,983   17,316 667
7,599   7,521 78
5,710   2,589 3,121
3,610   2,843 767
4,283   3,323 960
8,847   751 8,096
17,650   19,711 -2,061
3,031   3,053 -22
8,885   7,669 1,216
5,903   6,944 -1,041
3,739   4,299 -560
20,468   6,820 13,648
5,725   5,307 418
9,169   3,624 5,545
14,372   3,562 10,810
682   648 34
4,557   3,336 1,221
1,727   820 907
577   322 255
11,272   11,768 -496
1,951   1,909 42
22,238   17,906 4,332
32,449   19,184 13,265
70   75 -5
6,749   7,084 -335
3,586   3,469 117
4,318   3,252 1,066
7,897   7,643 254
21,305   16,982 4,323
16,353   17,693 -1,340
39,973   30,529 9,444
8,942   7,136 1,806
4,230   5,061 -831
6,228   3,499 2,729
48,906   60,763 -11,857
282   287 -5
8,476   8,425 51
3,714   2,843 871
100,000   99,958 42
2,811   1,949 862
18,083   7,794 10,289
1,220   943 277
171   87 84
403   515 -112
35,102   32,605 2,497
16,730   13,408 3,322
4,457   4,427 30
6,394   5,269 1,125
22,951   14,279 8,672
62,455   39,971 22,484
7,385   4,338 3,047
30,847   8,983 21,864
9,275   10,402 -1,127
3,925   2,316 1,609
1,574   1,231 343
5,296   5,832 -536
25,345   7,498 17,847
16,589   10,612 5,977
31,597   52,464 -20,867
4,443   710 3,733
6,959   3,109 3,850
8,507   7,121 1,386
19,356   12,748 6,608
1,010   965 45
8,254   3,884 4,370
5,039   3,189 1,850
2,390   1,676 714
7,872   2,889 4,983
46,072   33,214 12,858
1,147   1,046 101
19,568   7,479 12,089
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
      15,825
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       -1,768
b       36,734
c       4,718
d       53,534
e       105
      30,581
      -6
      1,834
      41
      31,149
      2,273
      9,240
      563
      2,857
      155
      6,943
      246
      3,458
      32
      8,195
      4
      7,161
      1,494
      806
      8,633
      417
      3,348
      6,705
      2,500
      -603
      -35
      -401
      2,095
      1,758
      433
      2,159
      -203
      23,861
      257
      344
      961
      796
      -516
      -99
      405
      11,721
      -1,830
      809
      79
      2,928
      -1
      -5
      3,804
      7,378
      6,807
      5,556
      234
      49,092
      22,226
      454
      33
      3,509
      1,373
      2,577
      -1,611
      -186
      -1,010
      3,435
      9,392
      1,945
      -11
      83
      1,089
      8,044
      2,908
      4,656
      -891
      451
      1,435
      141
      -102
      1,601
      -1,325
      1,632
      -7,811
      667
      78
      3,121
      767
      960
      8,096
      -2,061
      -22
      1,216
      -1,041
      -560
      13,648
      418
      5,545
      10,810
      34
      1,221
      907
      255
      -496
      42
      4,332
      13,265
      -5
      -335
      117
      1,066
      254
      4,323
      -1,340
      9,444
      1,806
      -831
      2,729
      -11,857
      -5
      51
      871
      42
      862
      10,289
      277
      84
      -112
      2,497
      3,322
      30
      1,125
      8,672
      22,484
      3,047
      21,864
      -1,127
      1,609
      343
      -536
      17,847
      5,977
      -20,867
      3,733
      3,850
      1,386
      6,608
      45
      4,370
      1,850
      714
      4,983
      12,858
      101
      12,089
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 607,404
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 10,370
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 10,370
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 10,370
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,112
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,112
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5,266
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWV
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowWESBANCO BANK Telephone no.right arrow (304) 234-9400

Located atright arrow1 BANK PLAZAWHEELINGWV ZIP+4right arrow26003
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WESBANCO BANK TRUSTEE
1
34,949    
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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 TO WESBANCO BANK INC FOR RECORD KEEPING AND FILING OF PROPER CHARITABLE REPORTS, PAYMENT OF INCOME TO CHARITIES, ETC... 17,813
2 TO PHILLIPS GARDILL KAISER ALTMEYER PLLC FOR SERVICES AND GU RENDERED TO BOARD OF TRUSTEES & ADVISORY COMMITTEE 975
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,033,042
b
Average of monthly cash balances.......................
1b
87,124
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,120,166
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,120,166
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
106,802
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,013,364
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
350,668
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
350,668
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,370
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,370
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
340,298
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
350,298
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
350,298
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
358,788
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
358,788
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 350,298
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 5,198
b From 2020...... 27,067
c From 2021...... 16,284
d From 2022...... 69,688
e From 2023...... 11,579
f Total of lines 3a through e ........ 129,816
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 358,788
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 350,298
e Remaining amount distributed out of corpus 8,490
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 138,306
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
5,198
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
133,108
10 Analysis of line 9:
a Excess from 2020.... 27,067
b Excess from 2021.... 16,284
c Excess from 2022.... 69,688
d Excess from 2023.... 11,579
e Excess from 2024.... 8,490
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

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) WV DEPT OF HUMAN SERVICES 10,000

THE DISABILITY ACTION CENTER

102 BENONI AVENUE
FAIRMONT,WV26554
NONE 501(C)(3) 2 ADA COMPLIANT WASHERS AND 5,000

BLACKSHERE ELEMENTARY SCHOOL

41 BLACKSHERE DRIVE
MANNINGTON,WV26582
NONE 501(C)(3) PLAYGROUND EQUIPMENT 10,000

EASTER SEAL REHABILITATION CENTER INC

1305 NATIONAL ROAD
WHEELING,WV26003
NONE 501(C)(3) MEDICAL CARE AND THERAPY TO 15,000

FAIRVIEW FOOD BANK

318 MAIN ST
FAIRVIEW,WV26570
NONE 501(C)(3) MILK TO FAMILIES 5,000

IDAMAY IMPROVEMENT ASSOCIATION

PO BOX 306
IDAMAY,WV26576
NONE 501(C)(3) ADA ACCESS RAMP 5,000

MAKE-A-WISH FOUNDATION
OF GREATER PA AND WV
707 GRANT STREET SUITE 3700
PITTSBURGH,PA15238
NONE 501(C)(3) WISHMAKER GRANTS 5,000

MANNINGTON LAKE ASSOCIATION

206 MAIN STREET
MANNINGTON,WV26582
NONE 501(C)(3) CONSTRUCTION OF FISHING 8,000

MANNINGTON MIDDLE SCHOOL

113 CLARKSBURG STREET
MANNINGTON,WV26582
NONE 501(C)(3) RELOCATE BOYS LOCKER ROOM 10,000

MARION COUNTY SENIOR CITIZENS INC

105 MAPLEWOOD DRIVE
FAIRMONT,WV26554
NONE 501(C)(3) NEW EXERCISE EQUIPMENT 20,000

MON VALLEY HABITAT FOR HUMANITY

1825 EARL L CORE ROAD
MORGANTOWN,WV26505
NONE 501(C)(3) FOUNDATIONS FOR THREE HOMES 5,000

NORTH MARION HIGH SCHOOL

1 NORTH MARION DRIVE
FARMINGTON,WV26571
NONE 501(C)(3) VOCAL MICROPHONES 10,000

WEST AUGUSTA HISTORICAL SOCIETY INC

PO BOX 414
MANNINGTON,WV26582
NONE 501(C)(3) PAVILLION 5,000

WEST VIRGINIA BOTANIC GARDENS INC

714 VENTURE DRIVE
MORGANTOWN,WV265087306
NONE 501(C)(3) SERVICE/PARKING LOOP ROAD 10,000

YOUTH SERVICES SYSTEM INC

87 15TH STREET
WHEELING,WV26003
NONE 501(C)(3) CABINETRY 5,000

CELEBRATE RECOVERY MANNINGTON

210 LOCUST STREET
MANNINGTON,WV26582
NONE 501(C)(3) UPDATE FACILITY 6,000

COSTAL CAROLINA UNIVERSITY
OFFICE OF STUDENT ACCOUNTS
PO BOX 261954
CONWAY,SC29528
NONE 501(C)(3) SCHOLARSHIP SOPHIA R DEMARY 4,000

WEST VIRGINIA UNIVERSITY

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

BPOE #338 MANNINGTON ELKS LODGE

PO BOX 109
MANNINGTON,WV26582
NONE 501(C)(3) UPDATE OLD/BROKEN EQUIPMENT 10,000

MARION COUNTY SENIOR CITIZENS INC

105 MAPLEWOOD DRIVE
FAIRMONT,WV26554
NONE 501(C)(3) REDESIGN WEBSITE TO MEET 20,000

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 COMMUNITY YOUTH DEVELOPMENT

517 FAIRMONT AVENUE
FAIRMONT,WV26554
NONE 501(C)(3) RESTORE 3RD FL OF THE 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 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

ELMHURST THE HOUSE OF FRIENDSHIP

1228 NATIONAL ROAD
WHEELING,WV26003
NONE 501(C)(3) NEW CARPET 12,000

FAIRMONT STATE UNIVERSITY

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

OGLEBAY FOUNDATION INC

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

RONALD MCDONALD HOUSE CHARITIES OF
MORGANTOWN INC
841 COUNTRY CLUB DRIVE
MORGANTOWN,WV26505
NONE 501(C)(3) HOUSING FOR FAMILIES OF 10,000

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

CITY OF WELLSBURG

70 TOWN SQUARE
WELLSBURG,WV26070
NONE 501(C)(3) NEW OUTDOOR FITNESS CENTER 5,000

ST JUDE PARK

710 JEFFERSON AVENUE
GLEN DALE,WV26038
NONE 501(C)(3) RE-ENFORCE THE CONCRETE PAD 15,000
Total .................................right arrow 3a 340,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 157,780  
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 ............
    18 607,404  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDIGITAL REALTY TRU
      98  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   765,282  
13Total. Add line 12, columns (b), (d), and (e)..................
13
765,282
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
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 2024 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    

TY 2024 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 114,303 268,450
CHEVRON CORPORATION 52,111 70,537
JP MORGAN CHASE 23,830 96,124
BOEING CO    
MASTERCARD INC CLASS A 53,362 68,454
NEXTERA ENERGY 45,403 73,482
CVS HEALTH CORP    
JOHNSON & JOHNSON    
MICROSOFT CORP 108,207 289,571
MONDELEZ INTERNATIONAL    
BROADCOM INC 11,069 109,892
META PLATFORMS INC 54,343 117,102
PRUDENTIAL FINANCIAL INC    
STARBUCKS CORP 47,857 53,290
US BANCORP 25,528 35,777
PALO ALTO NETWORKS 13,095 92,072
ALPHABET INC CL A 78,504 196,115
DANAHER CORP    
CARLYLE GROUP INC 46,080 56,650
MERCK & CO 64,710 87,841
CONSTELLATION BRANDS INC 35,188 45,968
AMAZON.COM INC 59,375 143,920
ISHARES CORE AGGREGATE BOND ET 233,926 212,889
OREILLY AUTOMOTIVE 40,925 56,918
PEPSICO INC 50,099 55,198
PROCTER & GAMBLE CO 39,490 46,104
T-MOBILE US INC 17,633 53,417
ULTA BEAUTY INC    
WALMART INC 23,689 67,401
SALESFORCE.COM INC 59,047 99,630
PAYPAL HOLDINGS 61,782 77,925
DIGITAL REALTY TRUST INC 23,118 36,530
UNITEDHEALTH GROUP INC 61,262 90,043
MORGAN STANLEY 50,584 75,809
AON PLC 35,563 36,634
ADVANCED MICRO DEVICES INC 94,045 100,739
CISCO SYSTEMS INC 48,775 59,022
UBER TECHNOLOGIES INC 47,701 57,063
DELTA AIR LINES    
COMCAST CORP CLASS A    
DIAMONDBACK ENERGY INC 58,844 82,734
EOG RESOURCES INC 49,370 46,090
LOCKHEED MARTIN 59,131 55,397
MICROCHIP TECHNOLOGY    
NIKE INC 46,944 37,759
EATON CORP PLC 45,621 87,946
AMERICAN WATER WORKS 58,115 54,402
ASTRAZENECA PLC 58,175 57,920
HALLIBURTON 40,274 34,015
NETFLIX INC 46,007 58,827
NISOURCE INC    
PARKER-HANNIFIN CORP. 25,571 54,063
NOVO NORDISK A/S 88,904 62,537
THERMO FISHER SCIENTIFIC 102,299 96,763
LINDE PLC 58,625 72,011
NVIDIA CORP 112,721 133,887
SHOPIFY INC CLASS A 24,309 37,216
STRYKER CORP 52,722 54,728
TESLA INC 44,189 78,345

TY 2024 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:


101,308


TY 2024 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 2,203,652 1,834,217
WESMARK SMALL COMPANY FUND #39 AT COST 193,841 347,343
WESMARK TACTICAL OPPORTUNITY F AT COST 315,297 354,465
FEDERATED HERMES TOTAL RETURN AT COST 359,117 319,684
VANGUARD INTM-TERM INV GRADE F AT COST 257,946 228,230

TY 2024 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 1,950 975   975


TY 2024 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 - 254 0   0


TY 2024 OtherIncomeSchedule2
Name:
GEORGE W BOWERS FAMILY CHARITABLE TRUST
EIN:
55-6140783
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
DIGITAL REALTY TRUST (REIT) 98 98  


TY 2024 OtherIncreasesSchedule
Name:
GEORGE W BOWERS FAMILY CHARITABLE TRUST
EIN:
55-6140783
Description Amount
QUALIFYING DISTRIBUTIONS RECOVERIES 10,000


TY 2024 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 469 469   0
FEDERAL TAX PAYMENT - PRIOR YE 2,232 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,112 0   0