2024-05-01T05:39:36-07:00 2023-12-31 550686284 MALONEY & ASSOCIATES PLLC PO BOX 520 KINGWOOD WV 26537 990PF 2023-01-01 816623884 THE ANNA RUTH LONG CHARITABLE FOUNDATION INC ANNA 3042963500 1200 DORSEY AVENUE SUITE II MORGANTOWN WV 26501 J BRYAN EDWARDS DIRECTOR 3042963500 2024-04-24 true J BRYAN EDWARDS XXX-XX-XXXX true PAMELA J SCHWER CPA P00196793 3043292752 2024-05-01 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1249049 X X 749 749 32591 32591 -3915 117587 0 4 0 1095 1095 30520 34435 4 40000 40000 0 2390 2390 0 1250 811 0 18037 18035 2 61677 18846 42392 60008 60008 121685 18846 102400 -91165 15589 4 66603 72750 72750 0 0 723229 661403 916688 3859 3859 3782 0 230678 195107 255595 0 369 234 234 1024738 933353 1249049 0 0 0 0 0 X 1024738 933353 1024738 933353 1024738 933353 1024738 -91165 933573 220 933353 SEE ATTACHED - LONG-TERM COVERED - 3108-3806 P 2022-01-01 2023-12-31 96378 0 115769 -19391 0 0 0 -19391 SEE ATTACHED - LONG-TERM NON-COVERED - 3108-3806 P 2022-01-01 2023-12-31 11711 0 5727 5984 0 0 0 5984 CAPITAL GAIN DISTRIBUTIONS - WELLS FARGO 3108-3806 P 2022-01-01 2023-12-31 9457 0 0 9457 0 0 0 9457 K-1 NET LONG TERM CAPITAL GAIN P 2022-01-01 2023-12-31 38 0 0 38 0 0 0 38 K-1 CONTRACTS & STRADDLES P 2022-01-01 2023-12-31 0 0 7 -7 0 0 0 -7 K-1 NET SHORT TERM CAPITAL GAIN P 2023-01-01 2023-12-31 4 0 0 4 0 0 0 4 -3915 4 2017-03-03 217 0 217 0 217 0 217 0 false false false false false false false false true WV true false false false false true N/A J BRYAN EDWARDS 3042963500 1200 DORSEY AVE SUITE II MORGANTOWN WV 26501 false false false false false false false false false false false false false false false false false false false false false J BRYAN EDWARDS 1200 DORSEY AVE SUITE II MORGANTOWN WV 26501 DIRECTOR/TRUSTEE 1.00 40000 0 0 NONE 0 NONE 0 FUNDING CHARITABLE GROUPS IN ACCORDANCE WITH THE PROVISIONS OF THE WILL OF ANNA RUTH LONG. 42392 1152944 58416 0 1211360 0 1211360 18170 1193190 59660 59660 217 217 59443 59443 59443 102400 102400 59443 4514 74316 38930 35466 31727 184953 102400 0 0 0 59443 42957 0 0 227910 0 0 0 0 4514 223396 74316 38930 35466 31727 42957 NA NA X SPRUCE ST UNITED METHODIST CHURCH 386 SPRUCE ST MORGANTOWN WV 26505 1 CHARITABLE 10000 MORGANTOWN MEALS ON WHEELS 3375 UNIVERSITY AVENUE MORGANTOWN WV 26505 1 CHARITABLE 10000 K-1 ALLIANCE BERNSTEIN HOLDING LP 1345 AVENUE OF THE AMERICAS NEW YORK NY 10105 1 CHARITABLE 8 UNITED WAY OF MONONGALIA AND PRESTON COUNTIES 278 SPRUCE STREET MORGANTOWN WV 26505 1 CHARITABLE 12500 ST JOHNS UNIVERSITY PARISH 1481 UNIVERSITY AVENU MORGANTOWN WV 26505 1 CHARITABLE 7500 HAITI HOPE MISSION 4752 BLOOMERY PIKE AUGUSTA WV 26704 1 CHARITABLE 10000 MILES FOR MIGRAINE 16 CILLEY HILL ROAD JERICHO VT 05465 1 CHARITABLE 5000 UNIVERSITY HIGH SCHOOL CROSS COUNTRY 131 BAKERS RIDGE ROAD MORGANTOWN WV 26508 1 CHARITABLE 5000 60008 14 749 14 32591 -3915 K-1 ORDINARY INCOME 1 1104 K-1 RENTAL INCOME 1 3 K-1 OTHER INCOME 1 -12 34435 -3915 30520 8 TO PROVIDE CHARITABLE SUPPORT TO ORGANIZATIONS AS DEEMED BY THE BOARD OF DIRECTORS. false false false false false false false false false false 49 SHS BIG LOTS INC Purchased 2023-02 845 2089 -1244 398 SHS DOMINION ENERGY 2016-03 Purchased 2023-12 19033 28019 -8986 100 SHS FIRST REPUBLIC BANK 2023-03 8091 11014 -2923 500 SHS JOHN HANCOCK TAX-ADVANTAGED DIV INCOME FD 2016-03 Purchased 2023-12 9434 11038 -1604 700 SHS INSIGHT SELECT INCOME FD Purchased 2023-02 11333 14514 -3181 400 SHS INTERNATIONAL PAPER CO Purchased 2023-12 14750 18639 -3889 50 SHS ISHARES JP MORGAN ETF USD EMERGING MAKETS BOND Purchased 2023-12 4452 5497 -1045 36 SHS SYLVAMO CORP Purchased 2023-02 1756 1039 717 52 SHS TRUSTMARK CORP Purchased 2023-02 1572 1461 111 117 SHS VANGUARD GLOBAL ETF EX-US REAL ESTATE Purchased 2023-12 4878 5980 -1102 82 SHS VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD 2015-07 Purchased 2023-02 7460 5804 1656 100 SHS CHECKPOINT SOFTWARE TECH LTD Purchased 2023-02 12773 10674 2099 300 SHS ALLIANCE BERNSTEIN HLDG LP LTD PTSHP 2016-03 Purchased 2023-02 11711 5727 5984 CAPITAL GAIN DISTRIBUTIONS - WELLS FARGO INVESTMENT ACCOUNT Purchased 2023-12 9457 0 9457 K-1 NET LONG TERM CAPITAL GAIN Purchased 2023-12 38 0 38 K-1 CONTRACTS AND STRADDLES Purchased 2023-12 0 7 -7 K-1 SHORT TERM CAPITAL GAINS Purchased 2023-12 4 0 4 MUTUAL FUNDS 187078 240080 PTP'S 8029 15515 OTHER INVESTMENT INCOME RECEIVABLE 369 234 234 K-1 NON-DEDUCTIBLE EXPENSES 220 INVESTMENT ADVISORY FEES 18031 18031 K-1 OTHER DEDUCTIONS 4 4 OFFICE EXPENSES 2 2 K-1 OTHER INCOME -12 -12 K-1 NET RENTAL INCOME 3 3 K-1 NET ORDINARY INCOME 1104 1104 FOREIGN TAXES PAID 811 811 FEDERAL EXCISE TAX 439