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
THOMAS J WEST FAMILY CHAR TRUST
C/O MID PENN BANK TRUST DEPARTMENT
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 660
  Room/suite
City or town
POTTSVILLE
State or province
PA
Country  
ZIP or foreign postal code
17901
A Employer identification number

27-6777707
B Telephone number (see instructions)

5705168325
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)$959,528J 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 4,701 4,701  
4 Dividends and interest from securities... 22,587 22,587  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,394
b Gross sales price for all assets on line 6a 9,394
7 Capital gain net income (from Part IV, line 2)... 9,394
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 36,682 36,682  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,561      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
530      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
824 362    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,915 362   0
25 Contributions, gifts, grants paid....... 43,787 43,787
26 Total expenses and disbursements. Add lines 24 and 25 ................ 57,702 362   43,787
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -21,020
b Net investment income (if negative, enter -0-) 36,320
c Adjusted net income (if negative, enter -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......... 72,375 68,949 68,949
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 49,987    
b Investments—corporate stock (attach schedule)....... 319,839 Click to see attachment
List of Attached Documents:
// Content
372,223 		690,864
c Investments—corporate bonds (attach schedule)....... 157,693 Click to see attachment
List of Attached Documents:
// Content
207,693 		197,428
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
2,563 		Click to see attachment
List of Attached Documents:
// Content
2,287 		Click to see attachment
List of Attached Documents:
// Content
2,287
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 602,457 651,152 959,528
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 602,457 651,152
29 Total net assets or fund balances (see instructions)..... 602,457 651,152
30 Total liabilities and net assets/fund balances (see instructions). 602,457 651,152
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
602,457
2
Enter amount from Part I, line 27a .....................
2
-21,020
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
71,563
4
Add lines 1, 2, and 3 ..........................
4
653,000
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,848
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
651,152
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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 9,394
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) 1 505
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  
3 Add lines 1 and 2........................... 3 505
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 505
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 440
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 65
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
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)
PA
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 addressN/A
14
The books are in care ofMID PENN BANK TRUST DEPARTMENT Telephone no. (570) 516-8325

Located atPO BOX 660POTTSVILLEPA ZIP+417901
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
 
 
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
MID PENN BANK TRUST DEPARTMENT CO-TRUSTEE
5.00 		9,474 0 0
PO BOX 660
POTTSVILLE,PA17901
JAMES C BOHORAD CO-TRUSTEE
1.00 		3,087 0 0
PO BOX 1280
POTTSVILLE,PA17901
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...................  
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 arrow  
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  
2  
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 N/A  
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
838,529
b
Average of monthly cash balances.......................
1b
68,600
c
Fair market value of all other assets (see instructions)................
1c
2,413
d
Total (add lines 1a, 1b, and 1c).......................
1d
909,542
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
909,542
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
13,643
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
895,899
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
44,795
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
44,795
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
505
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
505
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
44,290
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
44,290
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
44,290
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
43,787
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
43,787
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 44,290
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 2,751
b From 2021......  
c From 2022...... 5,882
d From 2023...... 413
e From 2024...... 14,819
f Total of lines 3a through e ........ 23,865
4Qualifying distributions for 2025 from Part
XI, line 4: $ 43,787
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 43,787
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025. 503 503
(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 23,362
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		2,248
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		21,114
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 5,882
c Excess from 2023 .... 413
d Excess from 2024 .... 14,819
e Excess from 2025 ....  
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:
MID PENN BANK TRUST DEPARTMENT
PO BOX 660
POTTSVILLE,PA17901
(570) 516-8325
KAREN.KENDERDINE@MIDPENNBANK.COM
bThe form in which applications should be submitted and information and materials they should include:
LETTER FORM, INDICATING THE PURPOSE FOR WHICH THE FUNDS WILL BE USED.
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
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

AMERICAN CANCER SOCIETY

101 WEST FRACK STREET
FRACKVILLE,PA17931 		NONE   MEDICAL 1,500

AVENUES FOUNDATION

2 PARK STREET
POTTSVILLE,PA17901 		NONE   PUBLIC CHARITY 1,620

BLUE MOUNTAIN GRIDIRON CLUB

PO BOX 60
ORWIGSBURG,PA17961 		NONE   YOUTH SPORTS 1,500

CONSERVANCY OF SOUTHWEST FLORIDA

1495 SMITH PRESERVE WAY
NAPLES,FL34102 		NONE   EDUCATIONAL 50

CRIMSON TIDE FOUNDATION

410 LAUREL BOULEVARD
POTTSVILLE,PA17901 		NONE   EDUCATIONAL 1,250

DOCTORS WITHOUT BORDERS USA

PO BOX 5022
HAGERSTOWN,MD21741 		NONE   MEDICAL 100

DOWNTOWN SHENANDOAH INC

116 NORTH MAIN STREET
SHENANDOAH,PA17976 		NONE   PUBLIC CHARITY 5,000

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC20077 		NONE   PUBLIC CHARITY 100

FINCA

PO BOX 98048
WASHINGTON,DC20077 		NONE   PUBLIC CHARITY 100

GUTTMACHER INSTITUTE

125 MAIDEN LANE 7TH FL
NEW YORK,NY100384723 		NONE   EDUCATIONAL 50

HABITAT FOR HUMANITY

PO BOX 1729
AMERICUS,GA31709 		NONE   CHARITY 200

HILLSIDE SPCA

51 SPCA ROAD
POTTSVILLE,PA17901 		NONE   ANIMAL SHELTER 1,500

HUMAN RIGHTS WATCH

PO BOX 4803
TOMS RIVER,NJ08754 		NONE   EDUCATIONAL 200

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068
ALBERT LEA,MN56007 		NONE   CHARITY 100

LEAGUE OF WOMEN VOTERS EDUCATION FD

1730 H STREET NW
WASHINGTON,DC200364508 		NONE   EDUCATIONAL 1,000

NORTHEAST PA MAN & EMP COUNCIL

ONE NORWEGIAN PLZ2ND FL
POTTSVILLE,PA17901 		NONE   EDUCATIONAL 13,500

OXFAM AMERICA

226 CAUSEWAY ST
BOSTON,MA02114 		NONE   PUBLIC CHARITY 100

PENN STATE SCHUYLKILL

200 UNIVERSITY DR
SCHUYLKILL HAVEN,PA17972 		NONE   EDUCATION 2,500

PLANNED PARENTHOOD FED OF AMERICA

434 W 33RD STREET
NEW YORK,NY10001 		NONE   EDUCATIONAL 2,000

POTTSVILLE FREE PUBLIC LIBRARY

215 WEST MARKET STREET
POTTSVILLE,PA17901 		NONE   EDUCATIONAL 3,500

RURAL NEIGHBORHOOD INC

14308 SW 380TH ST
PO BOX 343529
FLORIDA CITY,FL33034 		NONE   PUBLIC CHARITY 100

SCHUYLKILL HOPE CENTER

PO BOX 96
POTTSVILLE,PA17901 		NONE   PUBLIC CHARITY 500

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36177 		NONE   CHARITY 100

ST JOSEPH CENTER FOR
SPECIAL LEARNING
2075 W NORWEGIAN STREET
POTTSVILLE,PA17901 		NONE   EDUCATION 6,000

USA FOR UNHCR

PO BOX 97114
WASHINGTON,DC20077 		NONE   CHARITY 100

WALK IN ART CENTER

220 PARKWAY
SCHUYLKILL HAVEN,PA17972 		NONE   EDUCATIONAL 967

WGCU

10501 FGCU BLVD SOUTH
FORT MYERS,FL339656565 		NONE   EDUCATIONAL 50

WOMEN FOR WOMEN INTERNATIONAL

PO BOX 9224
CENTRAL SLIP,NY11722 		NONE   EDUCATIONAL 100
Total ................................. 3a 43,787
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 ........... 		    14 4,701  
4 Dividends and interest from securities ....     14 22,587  
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 ............ 		    14 9,394  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   36,682  
13Total. Add line 12, columns (b), (d), and (e)..................
13
36,682
(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:
THOMAS J WEST FAMILY CHAR TRUST
 
C/O MID PENN BANK TRUST DEPARTMENT
EIN:
27-6777707
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 530      

TY 2025 InvestmentsCorpBondsSchedule
Name:
THOMAS J WEST FAMILY CHAR TRUST
 
C/O MID PENN BANK TRUST DEPARTMENT
EIN:
27-6777707
Name of Bond End of Year Book Value End of Year Fair Market Value
CITIGROUP INC FR DTD 4/9/19 3.5% 25,000 24,889
FHLBC BD DTD 2/3/25 5% 25,000 25,364
FED AGR MTG CORP PREFERRED E 7,470 6,351
FED HERMES ADJ RATE IS 10,000 10,054
FED HERMES INTMD CORP BD INSTL 28,525 27,214
JP MORGAN CHASE & CO PREFERRED MM 10,000 7,308
MERRICK BANK CD DTD 1/31/25 4.25% 25,000 25,092
NORTHERN LEHIGH SD 10/19/22 5.14% 25,254 25,901
T ROWE PRICE ULTRA SHORT-TERM BOND I 10,000 10,039
VANGUARD INTERM-TERM INVEST.-GRADE 36,444 31,662
WELLS FARGO & CO PREFERRED DD 5,000 3,554

TY 2025 InvestmentsCorpStockSchedule
Name:
THOMAS J WEST FAMILY CHAR TRUST
 
C/O MID PENN BANK TRUST DEPARTMENT
EIN:
27-6777707
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO    
AT&T INC 3,392 4,099
ABBVIE INC. 1,540 13,709
ADOBE INC 3,957 3,850
ALTRIA GROUP INC. 2,795 7,207
AMGEN INC. 8,137 16,365
APPLE INC. 2,706 25,827
ARCHER DANIELS MIDLAND CO 6,071 7,186
AT&T INC.    
BANK OF NEW YORK MELLON CORP. 3,576 9,287
CHEVRON CORP. 4,076 8,383
CISCO SYS INC. 5,279 14,251
CITIGROUP INC 6,103 10,502
CLOROX CO 6,228 4,537
COMCAST CORPORATION CL A 4,403 3,587
CORNING INC. 6,984 26,268
CSX CORP 5,170 15,225
CUMMINS INC. 5,892 20,418
CVS HEALTH CORP 3,946 4,762
DOLLAR GENERAL CORP 6,070 8,630
DOW INC.    
EASTERLY GOVT PROPERTIES INC. 5,382 2,119
EDISON INTL 5,609 5,402
EMERSON ELECTRIC CO. 4,661 13,272
EQUIFAX INC 3,860 3,255
FRANKLIN SMALL CAP GROWTH FUND ADV 5,823 7,995
GE HEALTHCARE TECHNOLOGIES INC 9,983 13,287
GENERAL DYNAMICS CORP. 5,637 13,466
HALLIBURTON CO 4,924 5,369
HARBOR CAPITAL APPRECIATION FUND 9,478 14,811
HASBRO INC. 4,410 5,740
HOME DEPOT INC. 417 5,161
HOST HOTELS & RESORTS INC. 7,254 5,319
INTEL CORP.    
INTL FLAVORS & FRAGRANCES 4,397 4,380
INVESCO DEVELOPING MKTS R6 13,758 13,264
IQVIA HOLDINGS INC 9,994 15,779
J P MORGAN CHASE & CO. 2,210 11,278
JOHNSON & JOHNSON 4,288 15,521
ELI LILLY & CO.    
LYONDELLBASELL INDUSTRIES N SHS - A 6,485 3,464
MCDONALDS CORP. 1,462 6,113
MEDTRONIC PLC 5,030 5,283
MICROCHIP TECH INC. 4,830 8,284
MICROSOFT CORP. 1,175 24,181
NEWMONT CORPORATION 2,959 6,989
NEXTERA ENERGY INC. 2,280 13,648
NIKE INC CL B 5,612 5,415
NORFOLK SOUTHERN CORP.    
PARAMOUNT GLOBAL CL B    
PEPSICO INC. 1,604 3,588
PFIZER INC. 5,021 3,859
PHILLIPS 66 5,246 6,452
PPG INDUSTRIES INC.    
PPL CORP. 4,173 5,428
PROCTER & GAMBLE CO.    
PRUDENTIAL FINANCIAL INC. 2,802 3,951
QUALCOMM INC. 3,588 17,105
RTX CORPORATION 2,047 10,087
SHELL PLC ADR 6,377 8,818
S&P GLOBAL INC 4,788 5,226
SPDR FINANCIAL SELECT SECTOR 12,599 27,385
TARGET CORP. 2,558 4,888
TEVA PHARMACEUTICAL INDS LTD 7,445 4,057
TRAVELERS COMPANIES INC. 3,218 8,702
T ROWE PRICE INTL DISCOVERY I 8,081 11,705
T ROWE PRICE MID CAP GWTH FD 12,539 16,884
TRUIST FINANCIAL CORPORATION 5,474 6,643
UNITED PARCEL SERVICE INC CL B 4,933 4,960
US BANCORP 7,005 10,405
VALERO ENERGY CORP.    
VANGUARD SMALL CAP VALUE ADM 14,851 31,269
VANGUARD MID-CAP VALUE INDEX ADM 24,514 49,792
VERIZON COMMUNICATIONS 6,363 8,146
WAL MART STORES INC.    
WALT DISNEY CO 5,653 6,257
WEYERHAEUSER COMPANY 3,101 2,369

TY 2025 InvestmentsOtherSchedule2
Name:
THOMAS J WEST FAMILY CHAR TRUST
 
C/O MID PENN BANK TRUST DEPARTMENT
EIN:
27-6777707
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FEDERAL AGRICULTURAL MORT AT COST    
FED HERMES INTMD CORP BD FD AT COST    
FED HERMESE ULTRA SHORT BD AT COST    
FIDELITY INTMD TREAS BOND INDEX AT COST    
JP MORGAN CHASE & CO PREFERRED MM AT COST    
VANGUARD I/T BOND INDEX ADM AT COST    
VANGUARD I/T INV GRADE ADM AT COST    
VANGUARD S/T BOND INDEX ADM AT COST    
VANGUARD MID-CAP VALUE INDEX AT COST    
VANGUARD SMALL-CAP VALUE INDEX AT COST    
WELLS FARGO & CO. PREFERRED DD AT COST    

TY 2025 OtherAssetsSchedule
Name:
THOMAS J WEST FAMILY CHAR TRUST
 
C/O MID PENN BANK TRUST DEPARTMENT
EIN:
27-6777707
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST 2,563 2,287 2,287


TY 2025 OtherDecreasesSchedule
Name:
THOMAS J WEST FAMILY CHAR TRUST
 
C/O MID PENN BANK TRUST DEPARTMENT
EIN:
27-6777707
Description Amount
LOSS ON SALE OF 60.000 SHS DOW INC 1,757
ADJUSTING ENTRY 91


TY 2025 OtherIncreasesSchedule
Name:
THOMAS J WEST FAMILY CHAR TRUST
 
C/O MID PENN BANK TRUST DEPARTMENT
EIN:
27-6777707
Description Amount
GAIN ON SALE OF 15.000 SHS APPLE INC 2,690
GAIN ON SALE OF 285.000 SHS INTEL CORP 5,807
GAIN ON SALE OF 45 SHS JPMORGAN CHASE & CO 8,143
GAIN ON SALE OF 20.000 SHS ELI LILLY & CO 15,674
GAIN ON SALE OF 15.000 SHS MICROSOFT CORP 5,447
GAIN ON SALE OF 30.000 SHS NEWMONT CORP 1,524
GAIN ON SALE OF 30.000 SHS NORFOLK SOUTHERN CORP 5,191
GAIN ON SALE OF 30.000 SHS PPG INDUSTRIES INC 2,055
GAIN ON SALE OF 160.000 SHS PPL CORP 1,518
GAIN ON SALE OF 35.000 SHS PROCTER & GAMBLE CO 3,437
GAIN ON SALE OF 30.000 SHS 3M CO 1,107
GAIN ON SALE OF 35.000 SHS TRAVLERS COMPANIES INC 5,353
GAIN ON SALE OF 50,000 US TREAS NTS 1/19/23 4.125 12
GAIN ON SALE OF 25.000 SHS VALERO ENERGY CORP 1,577
GAIN ON SALE OF 180.000 SHS WALMART INC 12,028


TY 2025 TaxesSchedule
Name:
THOMAS J WEST FAMILY CHAR TRUST
 
C/O MID PENN BANK TRUST DEPARTMENT
EIN:
27-6777707
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 362 362    
2024 FEDERAL EXCISE TAX 22      
2025 FEDERAL EXCISE TAX 440