2024-05-14T09:32:01-04:00 2023-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2023-01-01 861281447 Kinkaid Family Charitable Foundation KINK 83 Edgington Lane Wheeling WV 26003 Robert J Krall TrusteeSecreta 3042422300 2024-05-14 true Robert Krall XXX-XX-XXXX true Robert J Krall P00051635 3042422300 2024-05-14 X 2 11 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 2597359 X X 6004 6004 70536 70536 -1769 485704 74771 76540 57908 11139 46769 1082 16 2848 172 2676 61838 11327 49445 53000 53000 114838 11327 102445 -40067 65213 0 109723 126443 126443 40498 151183 151183 1060159 1060157 1398857 186624 134154 172023 860000 745000 746903 1950 1950 1950 2258954 2218887 2597359 0 0 X 2258954 2218887 2258954 2218887 2258954 2218887 2258954 -40067 2218887 2218887 25k Toyota Financial Savings 225 P 2022-07-21 2023-01-17 25000 25000 50k Dallas Capital Bank 10 P 2022-11-15 2023-01-20 50000 50000 666 shs GE Healthcare Technologies P 2022-02-16 2023-01-03 39 3 36 20k Beal Bank 27 P 2022-08-24 2023-02-22 20000 20000 25k Washington Trust 17 P 2022-05-31 2023-03-01 25000 25000 25k Pacific Premier 19 P 2022-06-22 2023-03-22 25000 25000 25k Toyota Financial Savings 255 P 2022-07-21 2023-04-17 25000 25000 50k Bank of China 15 P 2022-04-28 2023-04-28 50000 50000 20k Beal Bank USA 285 P 2022-08-04 2023-05-24 20000 20000 25K Washington Trust 21 P 2022-05-31 2023-05-31 25000 25000 25k The Dart Bank 215 P 2022-06-21 2023-06-21 25000 25000 20k Parkway Bank and Trust P 2022-08-22 2023-08-25 20000 20000 50k Goldman Sachs Bank 19 P 2022-04-20 2023-10-23 50000 50000 25K Goldman Sachs Bank 245 P 2022-05-25 2023-11-27 25000 25000 25k Goldman Sachs 25 P 2022-06-15 2023-12-15 25000 25000 2000 shs ishares IBond Dec 2023 P 2022-02-16 2023-12-22 50665 52470 -1805 25K Beal Bank 265 P 2022-07-22 2023-07-18 25000 25000 -1769 906 0 906 0 906 533 533 373 false false false false false false false true true true false false false false true The Foundation 3042422300 83 Edgington Lane Wheeling WV 26003 false false false false false false false false false false false false false false false false false false false false false William J Yaeger 83 Edgington Lane Wheeling WV 26003 Trustee 1.00 19303 0 0 Robert J Krall 83 Edgington Lane Wheeling WV 26003 Trustee 0.50 19302 0 0 Chad J Shepherd 83 Edgington Lane Wheeling WV 26003 Trustee 0.25 19302 0 0 NONE 0 NONE 2284306 197504 0 2481810 0 2481810 37227 2444583 122229 122229 906 906 121323 121323 121323 102445 102445 121323 91887 102445 91887 10558 110765 Robert J Krall 83 Edgington Lane Wheeling WV 26003 3042422300 rkrall@hmhy.com All requests for grants should be made by completing the Foundations Grant Application form, which can be obtained by contacting the Foundation Secretary. The application form requests various information and materials, including information about the operations and exempt status of the requesting organization, and information about the proposed use and purpose of the requested grant. None Grants made by the Foundation shall be made for the accomplishment of charitable, religious, scientific, literacy, or educational purposes or for the prevention of cruelty to children or animals in any areass of the US, however, preference is afforded to organizations and uses located Tyler Co, WV. Alpine Heritage Preservation Inc PO Box 156 Thomas WV 26292 NA PC General Purposes 50000 Wounded Warriors Project PO Box 758516 Topeka KS 66675 na PC General Purposes 1000 Tucker Community Foundation PO Box 491 Parsons WV 26287 na PC Run for it Race 2000 53000 0 14 6004 14 70536 18 -1769 74771 74771 false false false false false false false false false false 30 SHS INVESCO S&P MIDCAP 400 4693 6188 2000 SHS ISHARESIBONDS DEC2023 0 0 2000 SHS ISHARESIBONDS DEC2024 52825 49820 50 SHS ISHARES MSCI EAFE ETF 3173 3768 135 SHS ISHARES MSCI EMERGING 5794 5428 100 SHS ISHARES S&P MIDCAP 400 5799 7922 110 SHS ISHARES S&P MID CAP400 7460 12544 50 SHS ISHARES S&P SMALL CAP 3053 5154 50 SHS ISHARES S&P SMLL CAP600 4337 6257 150 SHS SPDR FUND CONSUMER 20186 26822 250 SHSTECHNOLOGY SELECTSECTOR 26834 48120 300 SHS ABBOTT LABORATORIES 29783 33021 300 SHS ABBVIE INC 30126 46491 300 SHS ALTRIA GROUP INC 12392 12102 560 SHS AMERICAN EXPRESS CO 53271 104910 250 SHS AUTO DATA PROCESSING 36761 58243 500 SHS BAXTER INTERNTNL 43600 19330 25 SHS BLACKROCK INC 14549 20295 500 SHS BP PLC 11657 17700 125 SHS CHUBB LTD 16891 28250 150 SHS CONOCOPHILLIPS 6102 17411 600 SHS DOMINION ENERGY INC 46776 28200 266 SHS DOW INC 11499 14587 266 SHS DUPONT DE NEMOURS INC 14460 20463 600 SHS EMERSON ELECTRIC CO 37863 58398 400 SHS EXXON MOBIL CORP 17406 39992 300 SHS FEDEX CORP 49618 75891 125 SHS GENERAL ELECTRIC CO 694 15954 450 SHS IBM CORP 53985 73598 1600 SHS INTEL CORP 96188 80400 200 SHS JOHNSON & JOHNSON 29899 31348 575 SHS JPMORGAN CHASE & CO 56616 97808 90 SHS KYNDRYL HLDGS INC 2384 1870 250 SHS MCDONALDS CORP 47823 74128 300 SHS MERCK & CO 23913 32706 500 SHS OMNICOM GROUP INC 27455 43255 600 SHS PEPSICO INC 80300 101904 492 SHS PFIZER INC 17959 14165 300 SHS PHILIP MORRIS INTL 22329 28244 800 SHS PROCTER & GAMBLE 100308 117232 275 SHS RAYTHEON TECHNOLOGIES 16992 23139 400 SHS SCHULMBERGER LTD 7498 20816 444 SHS VERIZON COMMUNICATION 24912 16739 400 SHS WELLS FARGO & CO 9979 19688 60 SHS ZIMMER BIOMET HLDGS 7805 7302 6 SHS ZIMVIE INC 184 107 41 SHS GE HEALTHCARE TECHNOLOG 180 3170 25K TOYOTA FINL SAVI 2.25% 0 0 25K GOLDMAN SACHS 2.45% 0 0 25K AMERICAN EXPRESS 3.85% 25000 24656 20K SYNCHRONY BANK 4.8% 20000 20157 50K DALLAS CAPITAL BANK 1% 0 0 25K GOLDMAN SACHS 2.5% 0 0 25K DISCOVER BANK 4.95% 25000 25140 25K WELLS FARGO BANK 5.15% 25000 25528 20K BEAL BANK USA 2.7% 0 0 25K BMW BANK OF NORT 2.85% 25000 24971 10K FVC BANK 4.3% 10000 9948 20K M&T BANK CORP 4.85% 20000 20308 25K WASHINGTON TRUST 1.7% 0 0 20K UBS BANK USA 3.2% 20000 19943 25K 25K CAPITAL ONE 3.85% 25000 24628 15K MORGAN STANLEY 4.6% 15000 15140 25K PACIFIC PREMIER B 1.9% 0 0 50K CAPITAL ONE, NTN 2.35% 50000 49550 25K DISCOVER BANK 4.95% 25000 25375 15K CIBC BANK 4.55% 15000 15130 25K TOYOTA FINL SAVI 2.55% 0 0 25K AMERICAN EXPRESS 2.85% 25000 24760 10K UNIVERSITY BANK 4.15% 10000 9946 20K WBS BANK 4.65% 20000 20288 50K BANK OF CHINA 1.5% 0 0 25K CAPITAL ONE 2.8% 25000 24736 25K DISCOVER BANK 4.9% 25000 25624 25K WELLS FARGO BANK 5.05% 25000 25775 20K BEAL BANK 2.85% 0 0 25K GOLDMAN SACHS BANK 3% 25000 24699 10K FORBRIGHT BANK 4% 10000 9941 20K MORGAN STANLEY 4.8% 20000 20472 25K WASHINGTON TRUST 2.1% 0 0 20K AMERICAN EXPRESS 3.35% 20000 19772 20K UBS BANK USA 5.0% 20000 20196 15K BMO BANK NTNL 4.5% 15000 15191 25K THE DART BANK 2.15% 0 0 10K UBS BANK 4.75% 10000 9981 20K UBS BANK 5.25% 20000 20090 15K UNITED FIDELITY 4.5% 15000 15222 25K BEAL BANK 2.65% 0 0 25K CAPITAL ONE BANK 3% 25000 24380 15K MORGAN STANLEY 4.9% 15000 15014 20K SYNCHRONY BANK 4.45% 20000 20222 20K PARKWAY BANK AND TR 3% 0 0 25K SYNCHRONY BANK 3.2% 25000 24423 15K CROSS RIVER BANK 4.65% 15000 15045 20K WELLS FARGO 5.05% 25000 26011 50K GOLDMAN SACHS 1.9% 0 0 20K SYNCHRONY BANK 3.3% 20000 19551 15K THE STATE BANK 4.7% 15000 15090 Mineral Rights in Grant County WV 1950 1950 1950 Philadelphia Insurance D&O 754 0 0 754 membership dues 1748 0 0 1748 ADR Fees 10 10 0 0 Investment Software 162 162 0 0 Postage 93 0 0 93 WV Secretary of State 81 0 0 81 Excise Tax 533 0 0 0 Sherrif of Grant Co Prop Tax 16 16 0 0 Estimated Tax Payments 533 0 0 0