Nonprofit · EIN 27-6777707
THOMAS J WEST FAMILY CHARITABLE TR
Tax-exempt · POTTSVILLE, PA 17901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $36,682 | $57,702 | -$21,020 | $651,152 | $0 | $651,152 |
| December 31, 2024 | 990-PF | $30,383 | $71,152 | -$40,769 | $602,457 | $0 | $602,457 |
| December 31, 2023 | 990-PF | $26,301 | $53,280 | -$26,979 | $633,175 | $0 | $633,175 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,587
- Interest
- $4,701
- Net gain from sales of assets
- $9,394
Expenses
- Grants and similar amounts paid
- $43,787
- Compensation of officers, directors and key employees
- $12,561
- Disbursements for charitable purposes
- $43,787
- Excise tax on investment income
- $505
Balance sheet and other
- Total assets, start of year
- $602,457
- Total assets, end of year
- $651,152
- Total liabilities, end of year
- $0
- Net assets, end of year
- $651,152
- Fair market value of assets
- $959,528
- Qualifying distributions
- $43,787
- Net investment income
- $36,682
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT PO BOX 660, POTTSVILLE, PA 17901 | CO-TRUSTEE | 5 | $9,474 |
| JAMES C BOHORAD PO BOX 1280, POTTSVILLE, PA 17901 | CO-TRUSTEE | 1 | $3,087 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT PO BOX 660, POTTSVILLE, PA 17901 | CO-TRUSTEE | 5 | $9,105 |
| JAMES C BOHORAD PO BOX 1280, POTTSVILLE, PA 17901 | CO-TRUSTEE | 1 | $2,985 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MID PENN BANK TRUST DEPARTMENT 1504 ROUTE 61 SOUTH, POTTSVILLE, PA 17901 | CO-TRUSTEE | 5 | $8,650 |
| JAMES C BOHORAD PO BOX 1280, POTTSVILLE, PA 17901 | CO-TRUSTEE | 1 | $2,903 |
Address and contacts
- Address (IRS master file)
- PO BOX 660, POTTSVILLE, PA 17901-0660
- In care of
- % FIRST NATL TR CO
- Signed the 990-PF
- MID PENN BANK TRUST DEPARTMENT, CO-TRUSTEE
- Phone
- (570) 516-8325
- Return prepared by
- MARSHALL BOHORAD THORNBURG PRICE&CAMPION
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6777707
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $651,152
- Income (IRS master file)
- $36,682
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $36,682 | $57,702 | $651,152 | IRS |
| 990-PF | December 2024 | $30,383 | $71,152 | $602,457 | IRS |
| 990-PF | December 2023 | $26,301 | $53,280 | $633,175 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-6777707).
Questions about THOMAS J WEST FAMILY CHARITABLE TR
- What is the EIN of THOMAS J WEST FAMILY CHARITABLE TR?
- The employer identification number (EIN) of THOMAS J WEST FAMILY CHARITABLE TR is 27-6777707.
- Is THOMAS J WEST FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to THOMAS J WEST FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THOMAS J WEST FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THOMAS J WEST FAMILY CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THOMAS J WEST FAMILY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THOMAS J WEST FAMILY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $9,474 (MID PENN BANK TRUST DEPARTMENT, CO-TRUSTEE).
- How much revenue does THOMAS J WEST FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $36,682, expenses of $57,702 and total assets of $651,152 at year end.
Other nonprofits in POTTSVILLE
- SCHUYLKILL AREA COMMUNITY EIN 23-6422789 · last filed 990 for 2025
- HAROLD N & THELMA LENKER CHARITABLE INCOME TRUST EIN 73-6333993 · last filed 990 for 2025
- JACK AND DOROTHY SCHWAB CHARITABLE TRUST EIN 47-4134389 · last filed 990-PF for 2025
- WILLIAMSON FAMILY EDUCATIONAL TRUST EIN 20-7007479 · last filed 990-PF for 2025
- MARGARET M LICHTY CHARITABLE TRUST 1519159178 EIN 23-7831175 · last filed 990 for 2026
- HAROLD N & THELMA LENKER MILLERSBURG COMMUNITY TRUST EIN 73-6333994 · last filed 990-PF for 2025
- SHUCOFSKY AND MALINOWSKY PERPETUAL CHARITABLE TR EIN 83-6759312 · last filed 990-PF for 2025
- BEN D SPAGOLIO CHARITABLE TR EIN 13-7345617 · last filed 990-PF for 2024
All nonprofits in POTTSVILLE · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations