2024-05-15T14:26:27-05:00 2023-12-31 550778381 COSTANZO WOOMER NISTENDIRK PLLC 1341 NATIONAL ROAD WHEELING WV 260030251 990PF 2023-01-01 256756834 STAMP 2001 CHARITABLE FUND STAM 3042335221 2 CARRIAGE HOUSE WHEELING WV 26003 LOUIS J COSTANZO TRUSTEE 3042335221 2024-05-06 1 LOUIS COSTANZO 999009999 0 MICHAEL D COSTANZO CPA P01363117 3042424400 2024-05-06 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4315944 X X 82999 82999 144090 306096 144090 227089 227089 0 0 0 1875 0 0 34982 0 0 539 0 0 37396 0 0 223000 223000 260396 0 223000 -33307 227089 69218 90052 90052 1412253 1358113 3622457 468807 468808 603435 1950278 1916973 4315944 0 0 X 1950278 1916973 0 0 0 0 1950278 1916973 1950278 1916973 1950278 -33307 2 1916973 0 1916973 ALBEMARLE CORP P 2022-05-20 2023-12-14 36781 57759 -20978 -20978 AMAZON P 2016-05-20 2023-12-14 22193 5297 16896 16896 VISA INC CL A P 2015-02-27 2023-04-12 22746 6831 15915 15915 VISA INC CL A P 2015-02-27 2023-12-14 15595 4098 11497 11497 WALGREENS BOOTS ALLIANCE P 2013-01-03 2023-08-07 29911 37711 -7800 -7800 3M CO P 2009-09-11 2023-04-12 10422 7429 2993 2993 3M CO P 2010-09-03 2023-04-12 20845 16578 4267 4267 3M CO P 2004-12-29 2023-04-12 10422 8347 2075 2075 ABBVIE P 2008-09-10 2023-04-12 16198 3022 13176 13176 APPLE INC P 2010-09-03 2023-04-12 27952 1600 26352 26352 APPLE INC P 2010-09-03 2023-12-14 19830 914 18916 18916 AUTOMATIC DATA PROCESSING P 2010-12-29 2023-12-14 11894 2044 9850 9850 CLASS ACTION SETTLEMENTS P 2022-01-01 2023-02-22 887 887 887 CLASS ACTION SETTLEMENTS P 2022-01-01 2023-05-01 22 22 22 CONOCOPHILLIPS P 2007-07-31 2023-12-14 11535 6345 5190 5190 HOME DEPOT INC P 2009-09-11 2023-12-14 12305 953 11352 11352 THERMO FISHER SCIENTIFIC INC P 2009-09-11 2023-04-12 26027 2131 23896 23896 THERMO FISHER SCIENTIFIC INC P 2009-09-11 2023-12-14 10531 947 9584 9584 144090 3157 0 3157 0 3157 1931 0 0 0 1931 0 1226 0 0 0 0 0 0 0 0 0 0 1 1 WV 1 0 0 0 0 1 N/A MICHAEL D COSTANZO CPA 3042424400 1341 NATIONAL RD WHEELING WV 26003 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOAN C STAMP 2 CARRIAGE HOUSE WHEELING WV 26003 TRUSTEE 0.00 0 0 0 LEA RIDENHOUR 112 CRESTFIELD DRIVE WHEELING WV 26003 TRUSTEE 0.00 0 0 0 LOUIS J COSTANZO III 1341 NATIONAL RD WHEELING WV 260030251 TRUSTEE 0.00 0 0 0 J ELIZABETH STAMP 2 CARRIAGE HOUSE WHEELING WV 26003 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 N/A 0 0 4142770 112035 0 4254805 0 0 4254805 63822 4190983 209549 209549 3157 3157 206392 0 206392 0 206392 223000 0 223000 206392 202947 0 0 223000 202947 0 0 20053 0 0 0 0 0 0 0 0 186339 0 0 0 SCOTT CUNNINGHAM CO SECURITY NATL T 1300 CHAPLINE ST WHEELING WV 26003 3042335215 LETTER NONE DUE CONSIDERATION GIVEN TO CHARITIES FAVORED BY THE DONORS. PREFERENCE GIVEN TO THOSE CHARITABLE ORGANIZATIONS AND CHARITABLE PURPOSES LOCATED IN THE GREATER WHEELING, WEST VIRGINIA, METROPOLITAN AREA. FAITH IN ACTION CAREGIVERS 1359 NATIONAL ROAD WHEELING WV 26003 NONE 509 (A)(1) GENERAL PURPOSES 1000 FRIENDS OF WHEELING 921 MAIN STREET WHEELING WV 26003 NONE 509 (A)(1) GENERAL PURPOSES 5000 OGLEBAY FOUNDATION INC 465 LODGE DRIVE OGLEBAY PARK WHEELING WV 26003 NONE 509 (A)(1) GENERAL PURPOSES 100000 OGLEBAY INSTITUTE 26 CYPRESS AVE WHEELING WV 26003 NONE 509 (A)(1) GENERAL PURPOSES 1000 OHIO VALLEY RECOVERY 4850 EOFF STREET BENWOOD WV 26031 NONE 509 (A)(1) GENERAL PURPOSES 5000 ST MATTHEW'S EPISCOPAL CHURCH 1410 CHAPLINE ST WHEELING WV 26003 NONE 509 (A)(1) GENERAL PURPOSES 5000 THE LINSLY SCHOOL 60 KNOX LANE WHEELING WV 26003 NONE 509 (A)(1) GENERAL PURPOSES 55000 WEST VIRGINIA UNIVERSITY FOUNDATION INC PO BOX 1650 MORGANTOWN WV 26501 NONE 509 (A)(1) GENERAL PURPOSES 10000 WHEELING HEALTH RIGHT INC 61 TWENTY NINTH ST WHEELING WV 26003 NONE 509 (A)(1) GENERAL PURPOSES 10000 YMCA OF WHEELING 55 LOUNEZ AVE PO BOX 6537 WHEELING WV 26003 NONE 509 (A)(1) GENERAL PURPOSES 1000 YOUTH SERVICES SYSTEM INC 87 15TH ST WHEELING WV 26003 NONE 509 (A)(1) GENERAL PURPOSES 20000 YWCA OF WHEELING 1100 CHAPLINE STREET WHEELING WV 26003 NONE 509 (A)(1) GENERAL PURPOSES 10000 223000 0 14 82999 18 144090 0 227089 0 227089 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 1875 0 0 CORP STOCK 1358113 3622457 OTHER INVESTMENTS AT COST 468808 603435 DIVIDEND DISTRIBUTION ACCRUAL ADJUSTMENT 2 TRUST MNG FEES 34982 0 0 FOREIGN TAX WITHHELD AT SOURCE 539 0 0