Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
WHEELING
State or province
WV
Country  
ZIP or foreign postal code
26003
A Employer identification number

55-6140783
B Telephone number (see instructions)

3042349400
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$7,747,915J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 168,582 168,582  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 387,628
b Gross sales price for all assets on line 6a 1,936,337
7 Capital gain net income (from Part IV, line 2)... 387,628
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,798 50,798  
12 Total. Add lines 1 through 11........ 607,008 607,008  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,591 17,795   17,795
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
1,170 585 0 585
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
16,135 499   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
242      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,813 19,217 0 18,718
25 Contributions, gifts, grants paid....... 368,000 368,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 421,813 19,217 0 386,718
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 185,195
b Net investment income (if negative, enter -0-) 587,791
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 80,494 363,355 363,355
3 Accounts receivable 11,830
Less: allowance for doubtful accounts   8,004 11,830 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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 		103,827
b Investments—corporate stock (attach schedule)....... 2,692,425 Click to see attachment
List of Attached Documents:
// Content
2,659,547 		4,147,750
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,329,853 Click to see attachment
List of Attached Documents:
// Content
3,263,239 		3,132,983
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,217,128 6,404,323 7,747,915
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,217,128 6,404,323
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,217,128 6,404,323
30 Total liabilities and net assets/fund balances (see instructions). 6,217,128 6,404,323
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,217,128
2
Enter amount from Part I, line 27a .....................
2
185,195
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,000
4
Add lines 1, 2, and 3 ..........................
4
6,404,323
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,404,323
Form 990-PF (2025)
Form 990-PF (2025)
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 130. ALPHABET INC CL A     2025-03-18
b 48. AMERICAN WATER WORKS CO INC   2024-09-06 2025-03-18
c 39. ASTRAZENECA PLC   2024-03-06 2025-03-18
d 91. BROADCOM INC     2025-03-18
e 69. CHEVRON CORPORATION     2025-03-18
68. CISCO SYSTEMS INC   2023-03-03 2025-03-18
1. CONSTELLATION BRANDS, INC.   2023-09-06 2025-03-18
68. DIAMONDBACK ENERGY INC     2025-03-18
1438.796 FEDERATED HERMES TOTAL RETURN BD FD #328     2025-03-18
100. ISHARES CORE U.S. AGGREGATE BOND ETF   2021-04-27 2025-03-18
6. MASTERCARD INC   2023-12-06 2025-03-18
190. MERCK & CO     2025-03-18
12. MICROSOFT CORP   2023-12-06 2025-03-18
6. NEXTERA ENERGY   2023-06-01 2025-03-18
6. O'REILLY AUTOMOTIVE   2023-03-03 2025-03-18
913. PAYPAL HOLDINGS     2025-03-18
11. STARBUCKS CORP   2023-09-06 2025-03-18
22. T-MOBILE US INC     2025-03-18
7. THERMO FISHER SCIENTIFIC   2022-01-21 2025-03-18
5. UNITEDHEALTH GROUP INC   2023-09-06 2025-03-18
1100.577 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2025-03-18
11271.909 WESMARK GOVERNMENT BOND FUND #556     2025-03-18
802.685 WESMARK TACTICAL OPPORTUNITY FUND     2025-03-18
8. AON PLC   2024-09-06 2025-03-18
7. LINDE PLC   2023-06-01 2025-03-18
90. ADVANCED MICRO DEVICES INC   2024-06-06 2025-06-17
126. ALPHABET INC CL A   2023-12-06 2025-06-17
70. BROADCOM INC     2025-06-17
63. CARLYLE GROUP INC   2024-06-06 2025-06-17
18. CISCO SYSTEMS INC   2023-03-03 2025-06-17
29. DIGITAL REALTY TRUST (REIT)     2025-06-17
2. META PLATFORMS INC   2024-06-06 2025-06-17
36. JP MORGAN CHASE     2025-06-17
1. LOCKHEED MARTIN   2024-12-05 2025-06-17
3. MASTERCARD INC   2023-12-06 2025-06-17
101. MICROSOFT CORP     2025-06-17
49. MORGAN STANLEY     2025-06-17
7. NETFLIX INC.   2024-06-06 2025-06-17
630. O'REILLY AUTOMOTIVE     2025-06-17
18. PALO ALTO NETWORKS   2024-03-06 2025-06-17
3. PARKER-HANNIFIN CORP.   2024-06-06 2025-06-17
25. SHOPIFY INC. CLASS A   2024-03-06 2025-06-17
23. TESLA INC   2025-03-18 2025-06-17
119. UBER TECHNOLOGIES INC     2025-06-17
54. WALMART INC   2023-12-06 2025-06-17
1354.09 WESMARK SMALL COMPANY GROWTH FUND     2025-06-17
20. EATON CORP PLC     2025-06-17
225. ADVANCED MICRO DEVICES INC     2025-07-16
47. ALPHABET INC CL A   2023-12-06 2025-07-16
60. AMAZON.COM INC.     2025-07-16
111. APPLE INC     2025-07-16
114. BANK OF AMERICA CORP   2025-06-17 2025-07-16
42. BROADCOM INC   2016-02-10 2025-07-16
272. CARLYLE GROUP INC   2024-06-06 2025-07-16
60. CISCO SYSTEMS INC   2023-03-03 2025-07-16
13. META PLATFORMS INC     2025-07-16
666.931 FEDERATED HERMES TOTAL RETURN BD FD #328   2021-04-27 2025-07-16
34. JP MORGAN CHASE   2016-02-10 2025-07-16
46. MICROSOFT CORP     2025-07-16
62. MORGAN STANLEY   2023-06-01 2025-07-16
113. NIKE INC     2025-07-16
229. NVIDIA CORP     2025-07-16
8. PARKER-HANNIFIN CORP.     2025-07-16
39. SHOPIFY INC. CLASS A   2024-03-06 2025-07-16
11. THERMO FISHER SCIENTIFIC   2022-01-21 2025-07-16
106. US BANCORP     2025-07-16
101. UBER TECHNOLOGIES INC   2023-09-06 2025-07-16
571.4 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2025-07-16
3971.449 WESMARK GOVERNMENT BOND FUND #556   2002-05-30 2025-07-16
1419.317 WESMARK SMALL COMPANY GROWTH FUND     2025-07-16
879.019 WESMARK TACTICAL OPPORTUNITY FUND   2024-03-06 2025-07-16
41. EATON CORP PLC   2021-04-27 2025-07-16
10. ADVANCED MICRO DEVICES INC   2024-09-06 2025-09-16
137. ALPHABET INC CL A   2024-09-06 2025-09-16
3. AMAZON.COM INC.   2024-09-06 2025-09-16
1. AMERICAN WATER WORKS CO INC   2024-09-06 2025-09-16
214. APPLE INC     2025-09-16
74. ASTRAZENECA PLC   2024-03-06 2025-09-16
140. BANK OF AMERICA CORP   2025-06-17 2025-09-16
5. BROADCOM INC   2016-02-10 2025-09-16
131. CARLYLE GROUP INC   2024-06-06 2025-09-16
41. CHEVRON CORPORATION     2025-09-16
52. CONSTELLATION BRANDS, INC.     2025-09-16
184. CONSTELLATION BRANDS, INC.     2025-09-16
91. DIAMONDBACK ENERGY INC     2025-09-16
3. DIGITAL REALTY TRUST (REIT)   2024-09-06 2025-09-16
11. META PLATFORMS INC   2024-09-06 2025-09-16
766.122 FEDERATED HERMES TOTAL RETURN BD FD #328   2021-04-27 2025-09-16
428. HALLIBURTON     2025-09-16
1251. HALLIBURTON     2025-09-16
93. ISHARES CORE U.S. AGGREGATE BOND ETF     2025-09-16
21. JP MORGAN CHASE   2016-02-10 2025-09-16
6. MASTERCARD INC   2023-12-06 2025-09-16
22. MERCK & CO     2025-09-16
3. MICROSOFT CORP   2024-09-06 2025-09-16
50. MORGAN STANLEY     2025-09-16
145. NEXTERA ENERGY     2025-09-16
896. NEXTERA ENERGY     2025-09-16
6. NIKE INC   2024-03-06 2025-09-16
309. NOVO NORDISK A/S ADR     2025-09-16
544. NOVO NORDISK A/S ADR     2025-09-16
9. PALO ALTO NETWORKS   2024-06-06 2025-09-16
5. PARKER-HANNIFIN CORP.   2022-04-22 2025-09-16
139. PEPSICO INC     2025-09-16
307. PEPSICO INC     2025-09-16
1. PROCTER & GAMBLE CO.   2024-03-06 2025-09-16
62. SALESFORCE INC     2025-09-16
64. SHOPIFY INC. CLASS A   2024-03-06 2025-09-16
5. STRYKER CORP   2024-06-06 2025-09-16
19. T-MOBILE US INC   2022-01-21 2025-09-16
46. TESLA INC   2024-09-06 2025-09-16
22. THERMO FISHER SCIENTIFIC   2022-01-21 2025-09-16
84. US BANCORP     2025-09-16
29. UBER TECHNOLOGIES INC   2024-09-06 2025-09-16
27. UNITEDHEALTH GROUP INC     2025-09-16
697.649 VANGUARD INTM-TERM INV.GRADE FD.-ADM #57   2020-08-13 2025-09-16
85. WALMART INC     2025-09-16
6232.019 WESMARK GOVERNMENT BOND FUND #556     2025-09-16
1386.793 WESMARK SMALL COMPANY GROWTH FUND     2025-09-16
1272.774 WESMARK TACTICAL OPPORTUNITY FUND     2025-09-16
7. AON PLC   2024-09-06 2025-09-16
81. EATON CORP PLC     2025-09-16
8. LINDE PLC   2024-06-06 2025-09-16
216. ADVANCED MICRO DEVICES INC     2025-12-22
49. ALPHABET INC CL A     2025-12-22
133. APPLE INC     2025-12-22
90. ASTRAZENECA PLC   2024-12-05 2025-12-22
78. BANK OF AMERICA CORP   2025-06-17 2025-12-22
139. CISCO SYSTEMS INC   2023-03-03 2025-12-22
27. COCA-COLA CO   2025-09-16 2025-12-22
18. DIAMONDBACK ENERGY INC   2024-12-05 2025-12-22
1. JP MORGAN CHASE   2016-02-10 2025-12-22
114. MERCK & CO   2024-12-05 2025-12-22
47. MORGAN STANLEY   2025-03-18 2025-12-22
442. MORGAN STANLEY     2025-12-22
9. PARKER-HANNIFIN CORP.   2022-04-22 2025-12-22
13. SALESFORCE INC     2025-12-22
34. SHOPIFY INC. CLASS A   2024-03-06 2025-12-22
128. STARBUCKS CORP     2025-12-22
573. STARBUCKS CORP     2025-12-22
34. TJX COMPANIES INC   2025-09-16 2025-12-22
12. TESLA INC   2024-09-06 2025-12-22
22. THERMO FISHER SCIENTIFIC   2022-01-21 2025-12-22
85. US BANCORP     2025-12-22
62. WALMART INC   2018-07-26 2025-12-22
24. EATON CORP PLC   2021-04-27 2025-12-22
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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 21,231   17,151 4,080
b 6,931   6,959 -28
c 3,017   2,541 476
d 17,343   2,529 14,814
e 11,019   10,815 204
4,122   3,349 773
182   260 -78
10,447   9,287 1,160
13,597   16,332 -2,735
9,830   11,467 -1,637
3,194   2,465 729
18,031   22,474 -4,443
4,648   4,489 159
432   438 -6
8,047   5,004 3,043
62,872   61,782 1,090
1,089   1,061 28
5,718   2,602 3,116
3,630   4,116 -486
2,510   2,411 99
9,531   11,721 -2,190
88,823   113,031 -24,208
9,496   9,213 283
3,132   2,789 343
3,248   2,487 761
11,472   14,965 -3,493
22,177   16,589 5,588
17,567   4,750 12,817
2,935   2,656 279
1,181   886 295
5,097   3,587 1,510
1,404   986 418
9,650   3,266 6,384
471   519 -48
1,694   1,232 462
48,010   34,442 13,568
6,376   4,390 1,986
8,554   4,536 4,018
55,665   35,920 19,745
3,565   2,695 870
1,976   1,567 409
2,679   1,864 815
7,495   5,246 2,249
10,037   6,934 3,103
5,077   2,798 2,279
21,313   18,116 3,197
6,731   4,079 2,652
34,772   29,004 5,768
8,643   6,188 2,455
13,508   10,559 2,949
23,372   21,405 1,967
5,168   5,046 122
11,682   508 11,174
15,849   11,469 4,380
4,040   2,955 1,085
9,194   6,067 3,127
6,269   7,543 -1,274
9,703   1,916 7,787
23,213   14,776 8,437
8,476   5,078 3,398
8,117   11,594 -3,477
38,901   30,768 8,133
5,653   2,987 2,666
4,586   2,907 1,679
4,584   6,467 -1,883
4,809   4,343 466
9,146   4,707 4,439
4,988   6,085 -1,097
30,977   39,675 -8,698
23,376   14,349 9,027
10,777   9,880 897
14,819   5,897 8,922
1,605   1,385 220
34,501   21,401 13,100
701   532 169
137   145 -8
50,697   42,867 7,830
5,761   4,822 939
7,052   6,197 855
1,825   61 1,764
8,709   5,524 3,185
6,508   6,173 335
6,996   10,221 -3,225
24,755   29,406 -4,651
12,426   14,781 -2,355
525   450 75
8,438   5,732 2,706
7,401   8,665 -1,264
9,298   10,496 -1,198
27,178   40,274 -13,096
9,364   10,652 -1,288
6,496   1,183 5,313
3,483   2,465 1,018
1,782   1,272 510
1,548   1,226 322
7,845   4,954 2,891
10,289   10,928 -639
63,580   35,650 27,930
437   600 -163
17,574   30,245 -12,671
30,939   69,035 -38,096
1,813   1,330 483
3,774   1,420 2,354
19,565   20,186 -621
43,211   41,086 2,125
157   160 -3
14,935   15,307 -372
9,396   4,771 4,625
1,877   1,734 143
4,557   1,981 2,576
19,098   10,478 8,620
10,427   12,935 -2,508
4,128   3,149 979
2,864   2,064 800
9,381   12,850 -3,469
6,279   7,430 -1,151
8,822   2,798 6,024
50,105   62,298 -12,193
24,324   11,787 12,537
16,368   13,891 2,477
2,529   2,441 88
30,401   17,955 12,446
3,811   3,489 322
47,103   30,003 17,100
15,188   7,065 8,123
36,292   23,109 13,183
8,166   6,076 2,090
4,315   3,453 862
10,971   6,845 4,126
1,883   1,791 92
2,701   3,106 -405
318   56 262
11,496   11,585 -89
8,369   5,582 2,787
78,709   36,162 42,547
7,900   2,556 5,344
3,383   3,515 -132
5,857   2,535 3,322
11,241   11,176 65
50,322   46,796 3,526
5,256   4,787 469
5,876   2,733 3,143
12,509   12,935 -426
4,609   3,056 1,553
7,074   1,848 5,226
7,720   3,452 4,268
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
      80,474
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       4,080
b       -28
c       476
d       14,814
e       204
      773
      -78
      1,160
      -2,735
      -1,637
      729
      -4,443
      159
      -6
      3,043
      1,090
      28
      3,116
      -486
      99
      -2,190
      -24,208
      283
      343
      761
      -3,493
      5,588
      12,817
      279
      295
      1,510
      418
      6,384
      -48
      462
      13,568
      1,986
      4,018
      19,745
      870
      409
      815
      2,249
      3,103
      2,279
      3,197
      2,652
      5,768
      2,455
      2,949
      1,967
      122
      11,174
      4,380
      1,085
      3,127
      -1,274
      7,787
      8,437
      3,398
      -3,477
      8,133
      2,666
      1,679
      -1,883
      466
      4,439
      -1,097
      -8,698
      9,027
      897
      8,922
      220
      13,100
      169
      -8
      7,830
      939
      855
      1,764
      3,185
      335
      -3,225
      -4,651
      -2,355
      75
      2,706
      -1,264
      -1,198
      -13,096
      -1,288
      5,313
      1,018
      510
      322
      2,891
      -639
      27,930
      -163
      -12,671
      -38,096
      483
      2,354
      -621
      2,125
      -3
      -372
      4,625
      143
      2,576
      8,620
      -2,508
      979
      800
      -3,469
      -1,151
      6,024
      -12,193
      12,537
      2,477
      88
      12,446
      322
      17,100
      8,123
      13,183
      2,090
      862
      4,126
      92
      -405
      262
      -89
      2,787
      42,547
      5,344
      -132
      3,322
      65
      3,526
      469
      3,143
      -426
      1,553
      5,226
      4,268
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 387,628
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 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 8,170
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 8,170
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,170
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,370
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 10,370
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 13
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,187
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,187 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
WV
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofWESBANCO BANK Telephone no. (304) 234-9400

Located at1 BANK PLAZAWHEELINGWV ZIP+426003
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		35,591    
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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... 18,133
2 TO PHILLIPS GARDILL KAISER ALTMEYER PLLC FOR SERVICES AND GU RENDERED TO BOARD OF TRUSTEES & ADVISORY COMMITTEE 585
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
7,290,817
b
Average of monthly cash balances.......................
1b
157,617
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,448,434
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
7,448,434
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
111,727
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,336,707
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
366,835
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
366,835
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,170
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,170
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
358,665
4
Recoveries of amounts treated as qualifying distributions................
4
2,000
5
Add lines 3 and 4............................
5
360,665
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
360,665
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, line 26, column (d) ..........
1a
386,718
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
386,718
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 360,665
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 27,067
b From 2021...... 16,284
c From 2022...... 69,688
d From 2023...... 11,579
e From 2024...... 8,490
f Total of lines 3a through e ........ 133,108
4Qualifying distributions for 2025 from Part
XI, line 4: $ 386,718
a Applied to 2024, 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 2025 distributable amount..... 360,665
e Remaining amount distributed out of corpus 26,053
5 Excess distributions carryover applied to 2025. 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 5 159,161
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		27,067
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		132,094
10 Analysis of line 9:
a Excess from 2021 .... 16,284
b Excess from 2022 .... 69,688
c Excess from 2023 .... 11,579
d Excess from 2024 .... 8,490
e Excess from 2025 .... 26,053
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

CRITTENTON FOUNDATION INC

2606 NATIONAL ROAD
WHEELING,WV26003 		NONE   NEW EMR SYSTEM 15,000

THE DISABILITY ACTION CENTER

102 BENONI AVENUE
FAIRMONT,WV26554 		NONE   WILFONG WELLNESS CENTER 10,000

WEST FAIRMONT MIDDLE SCHOOL

110 10TH STREET
FAIRMONT,WV26554 		NONE   PHASE 1 OF A PLAYGROUND AT 10,000

BLACKSHERE ELEMENTARY SCHOOL

41 BLACKSHERE DRIVE
MANNINGTON,WV26582 		NONE   PLAYGROUND STRUCTURE 10,000

MANNINGTON CEMETERY PERPETUAL CARE FUND

PO BOX 15
MANNINGTON,WV26582 		NONE   CUT DOWN TREES, TREE 13,000

FAIRVIEW FOOD BANK

318 MAIN ST
FAIRVIEW,WV26570 		NONE   BREAKFAST FOODS FOR FOOD 9,000

MAKE-A-WISH FOUNDATION
OF GREATER PA AND WV
707 GRANT STREET SUITE 3700
PITTSBURGH,PA15238 		NONE   TWO MARION COUNTY WISHMAKER 10,000

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

WHEELING SYMPHONY SOCIETY

1025 MAIN STREET SUITE 811
WHEELING,WV26003 		NONE   PURCHASE TWO FILM 12,000

MANNINGTON BOARD OF PARKS AND
RECREATION COMMITTEE
206 E MAIN STREET
MANNINGTON,WV26582 		NONE   BEVERAGE COOLER, ADA PICNIC 5,000

WHEELING HEALTH RIGHT

61 29TH STREET
WHEELING,WV26003 		NONE   TWO VISION SCREENING EVENTS 5,000

WHEELING COUNTRY DAY SCHOOL

8 PARK ROAD
WHEELING,WV26003 		NONE   ADA COMPLIANT RESTROOM 5,000

WEST VIRGINIA UNIVERSITY

PO BOX 6
MORGANTOWN,WV253210006 		NONE   SCHOLARSHIP AWARDED TO 4,000

BPOE #338 MANNINGTON ELKS LODGE

PO BOX 109
MANNINGTON,WV26582 		NONE   UPDATE OLD/BROKEN EQUIPMENT 10,000

MARION COUNTY SENIOR CITIZENS INC

105 MAPLEWOOD DRIVE
FAIRMONT,WV26554 		NONE   REPAINT THE MAIN BUILDING, 10,000

WEST VIRGINIA UNIVERSITY

PO BOX 6
MORGANTOWN,WV253210006 		NONE   SCHOLARSHIP AWARDED TO 4,000

WEST VIRGINIA UNIVERSITY

PO BOX 6
MORGANTOWN,WV253210006 		NONE   SCHOLARSHIP AWARDED TO 4,000

FAIRMONT COMMUNITY YOUTH DEVELOPMENT

517 FAIRMONT AVENUE
FAIRMONT,WV26554 		NONE   ART GALLERY/DRUG PREVENTION 5,000

WEST VIRGINIA UNIVERSITY

PO BOX 6
MORGANTOWN,WV253210006 		NONE   SCHOLARSHIP AWARDED TO 4,000

WEST VIRGINIA UNIVERSITY

PO BOX 6
MORGANTOWN,WV253210006 		NONE   SCHOLARSHIP AWARDED TO 4,000

FAIRMONT STATE FOUNDATION INC

1300 LOCUST AVENUE
FAIRMONT,WV26554 		NONE   WALLMAN HALL THEATRE CARPET 10,000

FAIRMONT STATE UNIVERSITY

1201 LOCUST AVENUE
FAIRMONT,WV265542470 		NONE   SCHOLARSHIP AWARDED TO 4,000

FAIRMONT STATE UNIVERSITY

1201 LOCUST AVENUE
FAIRMONT,WV265542470 		NONE   SCHOLARSHIP AWARDED TO 4,000

FAIRMONT STATE UNIVERSITY

1201 LOCUST AVENUE
FAIRMONT,WV265542470 		NONE   SCHOLARSHIP AWARDED TO 4,000

ELMHURST THE HOUSE OF FRIENDSHIP

1228 NATIONAL ROAD
WHEELING,WV26003 		NONE   PATIO/FOUNTAIN AREA BENCHES 5,000

FAIRMONT STATE UNIVERSITY

1201 LOCUST AVENUE
FAIRMONT,WV265542470 		NONE   SCHOLARSHIP AWARDED TO 4,000

AUGUSTA LEVY LEARNING CENTER

PO BOX 6711
WHEELING,WV26003 		NONE   ACCESS CONTROL SYSTEM & 10,000

KINGS DAUGHTERS CHILD CARE CENTER

61-13TH STREET
WHEELING,WV26003 		NONE   CLASSROOM LEARNING 5,000

FAIRMONT STATE UNIVERSITY

1201 LOCUST AVENUE
FAIRMONT,WV26554 		NONE   SCHOLARSHIP AWARDED TO 4,000

WV COUNTRY MUSIC HALL OF FAME & MUSEUM

2580 BUNNER RIDGE ROAD
FAIRMONT,WV26554 		NONE   NEW STAGE LIGHTING 5,000

YOUTH SERVICES SYSTEM INC

PO BOX 6041
WHEELING,WV26003 		NONE   HELINSKI GIRLS EMERGENCY 10,000

NORTH MARION HIGH SCHOOL

1 NORTH MARION DRIVE
FARMINGTON,WV26591 		NONE   WIRELESS COMMUNICATION 20,000

THE WOODLAWN CEMETERY COMPANY

335 MAPLE AVENUE
FAIRMONT,WV26003 		NONE   RETAINING WALL IN FRONT OF 5,000

BROOKE CEMETERY COMPANY

161-22ND STREET
WELLSBURG,WV26070 		NONE   RESTORATION OF TOMBSTONES 10,000

MANNINGTON BOARD OF PARKS AND
RECREATION COMMITTEE
206 E MAIN STREET
MANNINGTON,WV26582 		NONE   NEW POOL CONSTRUCTION 50,000

MANNINGTON FOOD PANTRY AND
CLOTHES CLOSET INC
PO BOX 245
MANNINGTON,WV26582 		NONE   NEW FURNACE & HOT WATER 10,000

WEST AUGUSTA HISTORICAL SOCIETY

PO BOX 414
MANNINGTON,WV26582 		NONE   TWO STAIR CHAIRS AT THE 5,000

EASTER SEALS REHABILITATION CENTER

1305 NATIONAL ROAD
WHEELING,WV26003 		NONE   PEDIATRIC MEDICAL CARE 10,000

MARION COUNTY BOARD OF EDUCATION

200 GASTON AVENUE
FAIRMONT,WV26554 		NONE   JAYENNE ELEMENTARY SCHOOL 10,000

AMERICAN RED CROSSCENT APPALACHIA

113 LAKEVIEW DRIVE
CHARLESTON,WV25313 		NONE   ALLEVIATE HUMAN SUFFERING 5,000

ST JUDE PARK

710 JEFFERSON AVENUE
GLEN DALE,WV26038 		NONE   BUILD NEW RETAINING WALL 15,000

HOMESTEAD FARM CENTER

1039 BURNS FARM ROAD
GRAFTON,WV26354 		NONE   COMPLETION OF RURAL 10,000
Total ................................. 3a 368,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 168,582  
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 ............ 		    18 387,628  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDIGITAL REALTY TRU 		      155  
bEQT RENT       50,643  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   607,008  
13Total. Add line 12, columns (b), (d), and (e)..................
13
607,008
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 2025 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 91,713 252,558
CHEVRON CORPORATION 47,546 70,261
JP MORGAN CHASE 17,879 100,210
CARRIER GLOBAL CORP 66,205 57,965
MASTERCARD INC CLASS A 50,062 68,506
NEXTERA ENERGY    
BANK OF AMERICA CORP 59,975 78,870
COCA-COLA CO 54,992 57,955
MICROSOFT CORP 71,750 272,278
FREEPORT-MCMORAN CL B 40,816 41,241
BROADCOM INC 13,261 102,100
META PLATFORMS INC 51,163 125,417
DUKE ENERGY CORP 80,838 77,593
STARBUCKS CORP    
US BANCORP 40,808 57,789
PALO ALTO NETWORKS 17,295 96,337
ALPHABET INC CL A 10,109 171,211
BLACKROCK INC 51,281 49,236
CARLYLE GROUP INC 43,209 58,578
MERCK & CO 31,143 60,946
CONSTELLATION BRANDS INC    
AMAZON.COM INC 78,196 168,268
ISHARES CORE AGGREGATE BOND ET 224,522 213,044
OREILLY AUTOMOTIVE    
PEPSICO INC    
PROCTER & GAMBLE CO 48,459 47,866
T-MOBILE US INC 31,609 59,085
TJX COMPANIES INC 47,770 57,911
WALMART INC 27,793 75,425
SALESFORCE.COM INC 61,783 80,003
PAYPAL HOLDINGS    
DIGITAL REALTY TRUST INC 32,536 40,689
UNITEDHEALTH GROUP INC 65,016 68,333
MORGAN STANLEY    
AON PLC 38,336 38,817
ADVANCED MICRO DEVICES INC 28,458 82,880
CISCO SYSTEMS INC 54,829 77,877
UBER TECHNOLOGIES INC 55,837 79,749
CHIPOTLE MEXICAN GRILL CL A 39,043 38,258
AMGEN INC 76,774 78,554
DIAMONDBACK ENERGY INC    
EOG RESOURCES INC 60,018 49,775
LOCKHEED MARTIN 83,348 79,806
HOME DEPOT INC. 45,066 37,851
NIKE INC 51,424 37,780
EATON CORP PLC 39,547 58,924
AMERICAN WATER WORKS 57,860 57,290
ASTRAZENECA PLC 49,815 69,039
HALLIBURTON    
NETFLIX INC 63,972 77,633
DIAMONDBACK ENERGY INC 32,130 49,759
PARKER-HANNIFIN CORP. 21,365 58,890
NOVO NORDISK A/S    
THERMO FISHER SCIENTIFIC 73,332 79,964
LINDE PLC 64,957 79,309
NVIDIA CORP 150,512 229,022
SHOPIFY INC CLASS A 16,537 37,506
STRYKER CORP 57,416 57,993
TESLA INC 41,242 81,399

TY 2025 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:


103,827


TY 2025 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 2,112,931 1,839,364
WESMARK SMALL COMPANY FUND #39 AT COST 263,696 381,313
WESMARK TACTICAL OPPORTUNITY F AT COST 293,420 363,009
FEDERATED HERMES TOTAL RETURN AT COST 347,517 320,296
VANGUARD INTM-TERM INV GRADE F AT COST 245,675 229,001

TY 2025 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 1,170 585   585


TY 2025 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 - 242 0   0


TY 2025 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) 155 155  
EQT RENT 50,643 50,643  


TY 2025 OtherIncreasesSchedule
Name:
GEORGE W BOWERS FAMILY CHARITABLE TRUST
EIN:
55-6140783
Description Amount
QUALIFYING DISTRIBUTIONS RECOVERIES 2,000


TY 2025 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 499 499   0
FEDERAL TAX PAYMENT - PRIOR YE 5,266 0   0
FEDERAL ESTIMATES - PRINCIPAL 10,370 0   0