2024-05-07T10:53:19-04:00 2023-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2023-01-01 556016455 Evan G Roberts Charitable Trust EVAN 466 Chestnut Ridge Road Morgantown WV 26505 Patricia L Watson SR VICE PRESIDE 3042852361 2024-05-03 true Patricia Watson XXX-XX-XXXX true Robert J Krall P00051635 3042422300 2024-05-07 X 2 11 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 3292186 X X 3628 3628 65570 65570 -99320 1552694 -30122 69198 32670 8101 24569 3100 3100 16331 311 4411 3661 750 56512 12073 28419 147164 147164 203676 12073 175583 -233798 57125 0 6 6 6 135185 54455 54455 1635710 1819109 2267077 1396762 1060295 970648 3167663 2933865 3292186 0 0 X 3167663 2933865 3167663 2933865 3167663 2933865 3167663 -233798 2933865 2933865 Publicly Traded Securites P 684376 792536 -108160 -108160 Publicly Traded Securities P 863283 859478 3805 3805 LT Capital Gain P 4602 4602 4602 ST Cap Gain P 433 433 433 -99320 -99320 794 0 794 0 794 5321 5321 4527 800 3727 false false false false false false false true true 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 8122 0 0 TRUIST 466 CHESTNUT RIDGE ROAD Morgantown WV 26505 CO-TRUSTEE 3.00 24548 0 0 NONE 0 NONE 3053483 75023 0 3128506 0 3128506 46928 3081578 154079 154079 794 794 153285 153285 153285 175583 175583 153285 160168 2021 23388 175583 152195 23388 7973 153285 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 501(C), and described in section 170(c) of the Internal Revenue Code STRAND THEATRE PRESERVATION SOCIETY 804 15th Street Moundsville WV 26041 NA PC General Purposes 6420 GLEN DALE BOYS GIRLS BASEBALL PO BOX 54 Glen Dale WV 26038 NA PC General Purposes 7089 FIRST PRESBY CHURCH OF MOUNDSVILLE 1000 3RD ST Moundsville WV 26041 NA PC EDUCATION WING 12865 MARSHALL COUNTY SCHOOLS PO BOX 578 Moundsville WV 26041 NA PC Lacrosse helmets scoreboards and drums 40590 CITY OF MOUNDSVILLE PARKSRECREATN 820 6TH STREET Moundsville WV 26041 NA GOV Natl Fitness Campaign 20000 MOUNDSVILLE MARSHALL CTY PUB LIBRY 700 5th St Moundsville WV 26041 NA PC General Purposes 8400 MARSHALL COUNTY ANIMAL RESCUE 37 ANIMAL SHELTER DR Moundsville WV 26041 NA PC GENERAL PURPOSES 24000 MARSHALL COUNTY LADIES LEAGUE 1107 LOGAN STREET McMechen WV 260401311 NA PC CINDERELLA PROJECT 1000 FEEDING BODY AND SOUL FOOD PANTRY 800 7TH STREET Moundsville WV 26041 NA PC GENERAL PURPOSES 1800 HAVEN MATERNITY HOME 1306 2ND STREET Moundsville WV 26041 NA PC SPRINKLER SYSTEM 15000 MARSHALL COUNTY FAIRGROUNDS 714 MYRTLE AVE Moundsville WV 26041 NA PC FAIRGROUND ARENA 10000 147164 0 14 3628 14 65570 18 -99319 -30121 -30121 false false false false false false false false false false HMHY 3100 0 0 3100 26816 SHS ISHARES ESG US CORP 669547 624008 7261 SHS ISHARES ESG US AGGREG 390748 346640 633 SHS ALPHABET INC 48951 88424 742 SHS AMAZONCOM INC 67550 112739 158 SHS APPLE 11095 30420 184 SHS APPLIED MATERIALS INC 26771 29821 188 SHS ARISTA NETWORKS INC 23226 44276 892 SHS BANK OF AMERICA CORP 27793 30034 96 SHS BECTON DICKERSON 25236 23408 205 SHS BERKSHIRE HATHAWAY INC 61241 73115 163478 SHS CALVERT EQUITY FUN 135000 149010 201 SHS CENCORA INC 33111 41281 193 SHS CIGNA GROUP 53767 57794 380 SHS COLGATE PALMOLIVE 30091 30290 1693 SHS COMPASS GROUP PLC 38158 45831 35 SHS COSTCO WHOLESALE CORP 17635 23103 769 SHS COTERRA ENERGY INC 18875 19625 687 SHS CSX CORP 21568 23818 90 SHS DANAHER CORP 20835 20821 157 SHS FISERV INC 15363 20856 448 SHS GODADDY INC 33214 47560 30 SHS HOME DEPOT INC 9065 10397 9 SHS INEXX LABS INC 3960 4440 417 SHS INTERACTIVE BROKERS GR 35183 34569 41 SHS INTUIT INC 15732 25626 55 SHS IQVIA HOLDINGS 10899 12726 3064 SHS ISHARES TR ESG AWARE 211217 231455 174 SHS JP MORGAN CHASE 15929 29597 125 SHS MASTERCARD 38099 53314 283 SHS MICROSOFT 59514 106419 409 SHS NATIONAL GRID PLC 24813 27808 222 SHS OTIS WORLDWIDE CORP 17350 19862 4216829 SHS PARNASSUS MID CAP 124439 157794 271 SHS PROGRESSIVE CORP 34072 43165 625 SHS ROCHE HLDGS LTD 25222 22644 76 SHS SHERWIN WILLIAMS CO 18202 23704 700 SHS SPDR BLOOMBERG 64252 63973 235 SHS TEXAS INSTRUMENTS 40029 40058 24 SHS UNITED RENTALS INC 8481 13762 786576 SHS VANGUARD FTSE SOC 300000 355926 1945 SHS VESTA WINDS SYSTEMS 16964 20403 41 SHS WW GRAINGER 15233 33976 85 SHS ZEBRA TECHNOLOGIES 20974 23233 2397 SHS ISHARES MSCI SELECT S 0 0 28 SHS EMBECTA CORP 0 0 293 SHS INTERCONTINENTAL EXCHA 0 0 437 SHS COGNIZANT TECHNOLOGIES 0 0 Membership Dues 750 0 0 750 GTS & ADR Fees 85 85 0 0 Neuberger Berman Advisor fee 3576 3576 0 0 Foreign Tax 311 311 0 0 Tax due 3698 0 0 0 Estimated Taxes 5321 0 0 0 4720 excise tax penalty 7001 0 0 0