2026-05-07T10:17:27-07:00 2025-12-31 550320519 Ray Winton & Kelley PLLC 109 Capitol Street Suite 700 Charleston WV 25301 990PF 2025-01-01 556014946 Berkeley Minor and Susan Fountaine Minor Foundation BERK 3043487000 300 Summers Street Floor 2 Charleston WV 25301 John S Fisher Vice President 3043487000 2026-05-07 true Christopher J Winton P00180175 3043421141 2026-05-07 2025 2025-03-06 01:10:19Z X 2582513 X X 61350 61350 61350 289580 2874310 289580 34186 0 0 350930 350930 95536 15908 15908 15908 0 3274 0 0 3274 0 0 2634 0 0 21816 15908 15908 3274 217000 217000 238816 15908 15908 220274 112114 335022 79628 10063 143924 162528 162528 0 0 2379 2379 249930 0 1834739 1940283 2170055 0 0 0 0 1991105 2105190 2582513 0 0 0 0 0 X 1991105 2105190 1991105 2105190 1991105 2105190 1991105 112114 1971 2105190 2105190 Truist Bank nominee LT sales of marketable securities P 2015-01-01 2025-12-31 1526142 0 1297672 228470 0 0 0 228470 Truist Bank nomineeST sales of marketable securities P 2025-01-01 2025-12-31 1320578 0 1287058 33520 0 0 0 33520 Truist Bank nominee LTCG distributions from mutualfunds P 2015-01-01 2025-12-31 26924 0 0 26924 0 0 0 26924 Truist Bank nominee STCG distributions from mutual funds P 2025-01-01 2025-12-31 666 0 0 666 0 0 0 666 289580 34186 4657 0 4657 0 4657 2400 2400 2400 2257 0 false false false false false false false true true WV true false false false false true N/A Truist Bank 3043487000 300 Summers Street Charleston WV 25301 false false false false false false false false false false false false false false false false false false false false false Truist Bank 300 Summers Street Charleston WV 25301 Corp. trustee 8.00 15908 0 0 Christopher J Winton 109 Capitol Street Charleston WV 25301 Pers. trustee 2.00 0 0 0 Mark W Kelley 109 Capitol Street Charleston WV 25301 Pers. trustee 2.00 0 0 0 Anne R Silbernagel 109 Capitol Street Charleston WV 25301 Pers. trustee 2.00 0 0 0 NONE 0 NONE 0 2498644 1194 0 2499838 0 2499838 37498 2462340 123117 123117 4657 4657 118460 118460 118460 220274 220274 118460 31786 79151 128617 186286 114180 540020 220274 0 118460 101814 641834 0 0 0 0 31786 610048 79151 128617 186286 114180 101814 None None Christopher J Winton Trustee 109 Capitol Street Suite 700 Charleston WV 25301 3043421141 No specific form is required None, but students should apply for an award before commencement of the term Students attending University of Charleston and University of Virginia apply through their schools aid office. The Bishop of the Episcopal Diocese of WV can nominate students. Students from any other school can apply directly. University of Charleston MacCorkle Avenue Charleston WV 25311 PF Educational 100000 University of Virginia McCormick Road Charlottesville WV 22901 PF Educational 117000 217000 14 61350 61350 61350 false false false false false false false false false false Horse Creek Land & Mining Co. 396.4 shares 2379 249930 Cohen & Steers Inst. Realty CSRIX 2,605.742 units 129644 124815 DFA Intl. Core Equity 2 13,461.391 units 264260 273132 Dodge & Cox Income 12,531.010 units 160027 161023 Fuller Thaler Behav. Small-Mid 1,951.876 units 74969 78407 Hartford HDGFX 2,616.325 units 73486 89348 Ishares 20+ YR Treas. ETF 696 units 60236 60663 Ishares 7-10 YR Treas. ETF 580 units 55496 55773 Ishares Core S&P IVV 668 shares 381565 457540 Ishares Core US AG Bond 1,057 units 103747 105573 SPDR Gold Trust 116 units 32635 45972 Vanguard FTSE Dev. Mkt. VEA 5,028 units 267315 314099 Vanguard Index Fund Mid-Cap 152 units 44519 44113 Vanguard Inst. Index VINIX 1,1,086 units 81868 81917 Vanguard Russell 1000 Growth VONG 1,581 units 139824 192487 Vanguard Russell 1000 Value VONV 923 units 70692 85193 Ray, Winton & Kelley Attorneys 3274 Tax adjustments/return of capital 1971 Excise tax estimates 2025 1849 Foreign dividend taxes 785