2026-05-07T12:25:35-07:00 2025-12-31 550320519 Ray Winton & Kelley PLLC 109 Capitol Street Suite 700 Charleston WV 25301 990PF 2025-01-01 556014902 Bernard H and Blanche E Jacobson Foundation BERN 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 5053006 X X 114084 114084 114084 591393 6340392 591393 59326 0 0 705477 705477 173410 21160 21160 21160 0 5147 0 0 5147 0 0 6231 0 0 32538 21160 21160 5147 410000 410000 442538 21160 21160 415147 262939 684317 152250 44219 118514 125631 125631 0 0 0 4117263 4432027 4927375 0 0 0 0 4279996 4557658 5053006 0 0 0 0 0 X 4279996 4557658 4279996 4557658 4279996 4557658 4279996 262939 14723 4557658 4557658 Truist nominee publicly traded securities sales LT P 2015-01-01 2025-12-31 3262145 0 2789267 472878 0 0 0 472878 Truist nominee publicly traded securities sales ST P 2025-01-01 2025-12-31 3017646 0 2959732 57914 0 0 0 57914 Mutual fund LTCG distributions P 2015-01-01 2025-12-31 59189 0 0 59189 0 0 0 59189 Mutual fund STCG distributions P 2025-01-01 2025-12-31 1412 0 0 1412 0 0 0 1412 591393 59326 9512 0 9512 0 9512 5200 5200 5200 4312 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 21160 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 5129254 2594 0 5131848 0 5131848 76978 5054870 252744 252744 9512 9512 243232 243232 243232 415147 415147 243232 218493 162063 253347 217100 224688 1075691 415147 0 243212 171935 1247626 0 0 0 20 218493 1029133 162063 253347 217100 224688 171935 None None Christopher J Winton Trustee 109 Capitol Street Suite 700 Charleston WV 25301 3043421141 No specific form is required None, but trustees generally meet quarterly to consider grant requests None, but preference is given to organizations in WV or Kanawha Valley American Red Cross 113 Lakeview Dr Charleston WV 25313 PC Health 10000 University of Charleston 2300 MacCorkle Ave Charleston WV 25304 PC Education 10000 REA of Hope Inc 1429 Lee St Charleston WV 25301 PC Health 15000 Union Mission Ministries PO Box 112 Charleston WV 25321 PC Relief 20000 WV Food and Farm Coalition 6503 Roosevelt Ave Charleston WV 25304 PC Relief 10000 Kanawha Charleston Humane 1248 Greenbrier St Charleston WV 25311 PC Animal Welfare 40000 WV Independent Colleges PO Box 7058 Charleston WV 25356 PC Education 10000 Library Foundation 123 Capitol St Charleston WV 25301 PC Educational 25000 West Virginia State Univ PO Box 1000 Institute WV 25112 PC Education 50000 West Virginia State Univ PO Box 1000 Institute WV 25112 PC Education 50000 City of Charleston Beautif 501 Virginia St E Institute WV 25301 PC Civic improvement 20000 Clay Center for Arts and Science 1 Clay Square Charleston WV 25301 PC Education 20000 Appalachian Children's Chorus 210 Brooks St Charleston WV 25301 PC Youth program 5000 Boy Scouts Buckskin Council 2829 Kanawha Blvd E Charleston WV 25311 PC Youth program 15000 Charleston Ballet Inc 100 Capitol St Charleston WV 25301 PC Arts 5000 Children's Home Society 1596 Kanawha Bldv E Charleston WV 25311 PC Youth program 5000 Girl Scouts Black Diamond 321 Virginia St W Charleston WV 25302 PC Youth program 15000 Kanawha Valley Fellowship Home 1121 Virginia St E Charleston WV 25301 PC Health 15000 WV Health Right 1520 Washington St E Charleston WV 25311 PC Health 15000 WV Symphony Orchestra PO Box 2292 Charleston WV 25328 PC Culture 20000 American Red Cross 113 Lakeview Dr Charleston WV 25313 PC Health 10000 Covenant House Inc 600 Shrewsbury St Charleston WV 25301 PC Health 15000 Daymark Inc 1592 Washington St E Charleston WV 25311 PC Health 10000 FestivAll Charleston Inc PO Box 11287 Charleston WV 25339 PC Culture 5000 WV Humanities Council 1310 Kanawha Blvd E Charleston WV 25301 PC Culture 20000 WV Health Right Reversed grant Charleston WV 25301 PC Health -25000 410000 City of Charleston Beautif 501 Virginia St E Charleston WV 25301 PC Civic improvement 20000 West Virginia State University Fnd PO Box 1000 Institute WV 25112 PC Education 200000 220000 14 114084 114084 114084 false false false false false false false false false false Cohen & Steers Inst. Realty 5,830.489 units 290332 279280 DFA Intl. Core Equity 2 Portf. 30,866.848 units 606587 626288 Dodge & Cox Income Fund 28900.729 units 374437 371374 Fullerthaler Behav. Small-Mid Core Equity 4,552.298 units 175381 182866 Hartford Dividend and Growth Fund 6,069.751 units 175868 208204 Ishares 20+ Year Treas. Bond EFT 1,520 shares 131524 132483 Ishares 7-10 Year Treas. Bond EFT 1,279 shares 123067 122989 Ishares Core S&P 500 ETF 1,557 shares 888980 1066452 Ishares Core US Aggregate Bond EFT 2,270 shares 222835 226728 SPDR gold Trust 268 shares 79571 106211 Vanguard FTSE Devel. Markets ETF 10,704 shares 577785 668679 Vanguard Index Fund Mid-Cap ETF 355 shares 103976 103028 Vanguard Inst. Index ETF 2,530 units 190724 190838 Vanguard Russell 1000 Growth VONG 3,639 units 325121 443048 Vanguard Russell 1000 Value VONV 2,155 units 165839 198907 Ray, Winton & Kelley Attorneys 5147 Tax adjustments/return of capital 14723 Excise tax estimate 2025 4552 Foreign dividend taxes 1679