2026-05-08T09:18:08-06:00 2025-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2025-01-01 556016455 Evan G Roberts Charitable Trust % Patricia L Watson EVAN 3042852361 466 Chestnut Ridge Road Morgantown WV 26505 PATRICIA L WATSON SR VICE PRESIDENT 3042852361 2026-05-10 false ROBERT J KRALL P00051635 3042422300 2026-05-08 X 2025 2025-03-06 01:10:19Z X 3793628 X 1374 X 2158 2158 75621 75621 125967 1512317 125967 205120 203746 34397 12188 22209 2800 2800 2721 137 6113 4613 1500 46031 16938 26509 154174 154174 200205 16938 180683 4915 186808 0 3 33 33 49233 100847 100847 1696478 1552394 2511079 1118307 1215662 1181669 2864021 2868936 3793628 0 0 X 2864021 2868936 2864021 2868936 2864021 2868936 2864021 4915 2868936 2868936 Publicly Traded Securities P 1471355 1386350 85005 85005 LT Capital Gain Distributions 37358 37358 37358 ST Capital Gain Distributions 3604 3604 3604 125967 2597 0 2597 0 2597 1692 1692 905 false false false false false false false true true WV true false false false false true PATRICIA L WATSON VICE PRESIDENT 3042852361 466 Chestnut Ridge Road Morgantown WV 26505 false false false false false false false false false false false false false false false false false false false false false Scot Martin Rogerson 942 S STREET NW Washington DC 20001 CO-TRUSTEE 0.20 10021 0 0 TRUIST BANK 466 CHESTNUT RIDGE ROAD Morgantown WV 26505 CO-TRUSTEE 3.00 24376 0 0 NONE 0 NONE 0 3660229 51342 0 3711571 0 0 3711571 55674 3655897 182795 182795 2597 2597 180198 180198 180198 180683 180683 180198 140922 2021 180683 140922 39761 140437 PATRICIA L WATSON SR VICE PRESIDE Truist Wealth 446 Chestnut Ridge Rd Morgantown WV 26505 3042852361 plwatson@truist.com Contact Patricia L Watson for Application form None All Distributions from the Evan G Roberts Charitable Trust must be to well established charitable religious or educational institutions located within Marshall County West Virginia which are exempt from taxation under Section 501C and described in section 170c of the Internal Revenue Code STRAND THEATRE PRESERVATION SOCIETY 804 15th Street Moundsville WV 26041 NA PC General Purposes 16070 FIRST PRESBY CHURCH OF MOUNDSVILLE PO BOX 54 Glen Dale WV 26038 NA PC General Purposes 15636 MARSHALL COUNTY SCHOOLS 1000 3RD ST Moundsville WV 26041 NA PC Moundsville Middle Band Instruments 15776 MOUNDSVILLE MARSHALL CTY PUB LIBRY 820 6TH STREET Moundsville WV 26041 NA GOV Summer Reading Program 9060 MARSHALL COUNTY ANIMAL RESCUE 700 5th St Moundsville WV 26041 NA PC Intake Room 20000 SHEPHERDS PANTRY IN MARSHALL COUNTY 601 JEFFERSON AVENUE Moundsville WV 26041 NA PC Food Pantry 4800 MOUNDSVILLE VETERAN HONORS GUARD 801 1ST STREET Moundsville WV 26041 NA PC GENERAL PURPOSES 4000 MARSHALL COUNTY HISTORICAL SOCIETY 301 13th St Moundsville WV 26041 NA PC BLOYD HOUSE 21900 LADIES LEAGUE OF MARSHALL COUNTY 1107 LOGAN STREET Mcmechen WV 26040 NA PC THE CINDERELLA PROJECT 3120 MARSHALL COUNTY SCHOOLS 1000 3rd Street Moundsville WV 26041 na PC Cameron HS Batting Cage 24000 MARSHALL COUNTY SCHOOL 1000 3RD STREET Moundsville WV 26041 NA PC DRUMLINE EQUIPMENT 19813 154175 0 14 2158 14 75621 18 125968 203747 203747 false false false false false false false false false false HMHY 2800 0 0 2800 11816 SHS ISHARES ESG US CORP 268633 276314 8461 SHS ISHARES ESG US AGGREG 448760 404859 1254 SHS ISHARES 20+ YR TREAS 107534 109299 1147 SHS ISHARES 7-10 YR TREAS 110001 110296 3724 SHS VANGUARD INSTL INDEX 280734 280901 598 SHS ALPHABET INC 52418 199381 616 SHS AMAZONCOM INC 54603 142185 165 SHS APPLE 14036 44857 174 SHS APPLIED MATERIALS INC 25273 44716 708 SHS ARISTA NETWORKS INC 21867 92769 556 SHS BANK OF AMERICA CORP 17167 30580 90 SHS BECTON DICKERSON 23641 17466 193 SHS BERKSHIRE HATHAWAY INC 57656 97011 163478 SHS CALVERT EQUITY FUN 135000 136684 153 SHS CENCORA INC 25204 51676 182 SHS CIGNA GROUP 50205 50092 359 SHS COLGATE PALMOLIVE 28418 28368 1558 SHS COMPASS GROUP PLC 36074 49840 33 SHS COSTCO WHOLESALE CORP 0 0 727 SHS COTERRA ENERGY INC 17807 19135 649 SHS CSX CORP 20375 23526 85 SHS DANAHER CORP 0 0 148 SHS FISERV INC 0 0 423 SHS GODADDY INC 27957 47150 28 SHS HOME DEPOT INC 8461 9635 1648SHS INTERACTIVE BROKERS GR 36135 105983 38 SHS INTUIT INC 14581 25172 52 SHS IQVIA HOLDINGS 0 0 2052 SHS KYNDRYL HOLDINGS INC 72316 54501 105 SHS DAVITA INC 15068 11929 3064 SHS ISHARES TR ESG AWARE 211217 291356 118 SHS JP MORGAN CHASE 10557 38022 118 SHS MASTERCARD 35686 67364 267 SHS MICROSOFT 55606 129127 386 SHS NATIONAL GRID PLC 0 0 210 SHS OTIS WORLDWIDE CORP 16412 18344 4216829 SHS PARNASSUS MID CAP 124439 162474 256 SHS PROGRESSIVE CORP 21248 38485 591 SHS ROCHE HLDGS LTD 23850 30478 71 SHS SHERWIN WILLIAMS CO 17005 23006 222 SHS TEXAS INSTRUMENTS 37813 38515 22 SHS UNITED RENTALS INC 7774 17805 4119888 SHS VANGUARD FTSE SOC 157133 269894 1839 SHS VESTA WINDS SYSTEMS 0 0 30SHS WW GRAINGER 11146 30272 123 SHS TJX COS INC 15371 18894 35 SHS TRANE TECHNOLOGIES 14937 13622 103 SHS CAPITAL ONE FINANCIAL 22398 24963 52 SHS TAIWAN SEMICONDUCTORS 15540 15802 Membership dues 1500 0 0 1500 GTS & ADR Fees 104 104 0 0 Neuberger Berman Advisor fee 4509 4509 0 0 Foreign Tax 137 137 0 0 Tax due 892 0 0 0 Estimated Taxes 1692 0 0 0