Thomas J West Family Charitable Tr

Pottsville, PA
Tax-exempt since Dec. 2010
EIN: 27-6777707

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$30.4k (2024)

Expenses

$71.2k (2024)

Total Assets

$602k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$30,383

Expenses

$71,152

Net Income

-$40,769

Net Assets

$602,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,673	22.0%
Dividends	$20,192	66.5%
Sales of Assets	$3,518	11.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,880	81.3%
Compensation of Officers*	$12,090	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$602,457
Total Liabilities	$0
Net Assets	$602,457

Compensation

Key Employees and Officers	Compensation	Other
Mid Penn Bank Trust Department (Co Trustee)	$9,105	$0
James C Bohorad (Co Trustee)	$2,985	$0

990-PF

Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$26,301

Expenses

$53,280

Net Income

-$26,979

Net Assets

$633,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,729	18.0%
Dividends	$20,484	77.9%
Sales of Assets	$1,088	4.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,202	77.3%
Compensation of Officers*	$11,553	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$633,175
Total Liabilities	$0
Net Assets	$633,175

Compensation

Key Employees and Officers	Compensation	Other
Mid Penn Bank Trust Department (Co Trustee)	$8,650	$0
James C Bohorad (Co Trustee)	$2,903	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$21,676

Expenses

$61,666

Net Income

-$39,990

Net Assets

$623,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$764	3.5%
Dividends	$20,177	93.1%
Sales of Assets	$735	3.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,797	79.1%
Compensation of Officers*	$12,234	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$623,222
Total Liabilities	$0
Net Assets	$623,222

Compensation

Key Employees and Officers	Compensation	Other
Mid Penn Bank Trust Department (Co Trustee)	$9,133	$0
James C Bohorad (Co Trustee)	$3,101	$0

990-PF

Filed on May 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$29,913

Expenses

$57,895

Net Income

-$27,982

Net Assets

$585,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$875	2.9%
Dividends	$19,280	64.5%
Sales of Assets	$9,758	32.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,365	76.6%
Compensation of Officers*	$12,837	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$585,906
Total Liabilities	$0
Net Assets	$585,906

Compensation

Key Employees and Officers	Compensation	Other
Mid Penn Bank Trust Department (Co Trustee)	$9,675	$0
James C Bohorad (Co Trustee)	$3,162	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$25,562

Expenses

$54,210

Net Income

-$28,648

Net Assets

$589,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$875	3.4%
Dividends	$19,831	77.6%
Sales of Assets	$4,856	19.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,345	78.1%
Compensation of Officers*	$11,223	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$589,319
Total Liabilities	$1
Net Assets	$589,318

Compensation

Key Employees and Officers	Compensation	Other
Mid Penn Bank Trust Department (Co Trustee)	$8,425	$0
James C Bohorad (Co Trustee)	$2,798	$0

990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$24,021

Expenses

$49,513

Net Income

-$25,492

Net Assets

$608,368

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,263	5.3%
Dividends	$21,101	87.8%
Sales of Assets	$1,657	6.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,275	75.3%
Compensation of Officers*	$10,994	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$608,369
Total Liabilities	$1
Net Assets	$608,368

Compensation

Key Employees and Officers	Compensation	Other
Mid Penn Bank Trust Department (Co Trustee)	$8,258	$0
James C Bohorad (Co Trustee)	$2,736	$0

990-PF

Filed on May 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$24,255

Expenses

$54,043

Net Income

-$29,788

Net Assets

$636,224

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,673	85.2%
Sales of Assets	$3,582	14.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,434	76.7%
Compensation of Officers*	$11,375	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$636,224
Total Liabilities	$0
Net Assets	$636,224

Compensation

Key Employees and Officers	Compensation	Other
Mid Penn Bank Trust Department (Co Trustee)	$8,521	$0
James C Bohorad (Co Trustee)	$2,854	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$23,742

Expenses

$50,174

Net Income

-$26,432

Net Assets

$650,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,520	78.0%
Sales of Assets	$5,222	22.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,884	75.5%
Compensation of Officers*	$10,558	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$650,589
Total Liabilities	$0
Net Assets	$650,589

Compensation

Key Employees and Officers	Compensation	Other
Mid Penn Bank Trust Department (Co Trustee)	$7,565	$0
James C Bohorad (Co Trustee)	$2,993	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$21,595

Expenses

$55,953

Net Income

-$34,358

Net Assets

$684,342

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,589	90.7%
Sales of Assets	$2,006	9.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,781	67.5%
Compensation of Officers*	$16,467	29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$684,342
Total Liabilities	$0
Net Assets	$684,342

Compensation

Key Employees and Officers	Compensation	Other
First National Trust Company (Co Trustee)	$14,036	$0
James C Bohorad (Co Trustee)	$2,431	$0
Mid Penn Bank Trust Department (Co Trustee)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$26,050

Expenses

$57,166

Net Income

-$31,116

Net Assets

$702,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,595	63.7%
Sales of Assets	$9,455	36.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,540	72.7%
Compensation of Officers*	$14,124	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$702,751
Total Liabilities	$0
Net Assets	$702,751

Compensation

Key Employees and Officers	Compensation	Other
First National Trust Company First National Trust Company (Co Trustee)	$10,593	$0
James C Bohorad (Co Trustee)	$3,531	$0

990-PF

Filed on May 2, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$34,731

Expenses

$57,459

Net Income

-$22,728

Net Assets

$746,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,972	51.7%
Sales of Assets	$16,759	48.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,071	71.5%
Compensation of Officers*	$15,245	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$746,580
Total Liabilities	$0
Net Assets	$746,580

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$29,836

Expenses

$51,417

Net Income

-$21,581

Net Assets

$626,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,255	57.8%
Sales of Assets	$12,581	42.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,841	71.7%
Compensation of Officers*	$13,646	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$626,296
Total Liabilities	$0
Net Assets	$626,296

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$26,275

Expenses

$48,920

Net Income

-$22,645

Net Assets

$631,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,423	85.3%
Sales of Assets	$3,852	14.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,450	72.5%
Compensation of Officers*	$12,258	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$631,306
Total Liabilities	$0
Net Assets	$631,306

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$39,528

Expenses

$47,507

Net Income

-$7,979

Net Assets

$653,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$517	1.3%
Interest Revenue	$708	1.8%
Dividends	$21,490	54.4%
Sales of Assets	$16,813	42.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,850	75.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$653,989
Total Liabilities	$0
Net Assets	$653,989

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

Thomas J West Family Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $30.4k (2024)

Expenses $71.2k (2024)

Total Assets $602k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$30.4k (2024)

Expenses

$71.2k (2024)

Total Assets

$602k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010