2024-11-15T08:01:33-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 WASHINGTON STREET EAST CHARLESTON WV 25301 990PF 2023-01-01 461595475 LAFON FAMILY FOUNDATION INC LAFO 3047466101 4 FOX CHASE ROAD CHARLESTON WV 25304 LUTHER L LAFON PRESIDENT 3047466101 2024-11-14 1 0 DOLORES ROSE P01286262 3043460441 2024-11-14 2023 2024-10-15 13:58:12Z X 861456 X X 20044 20044 -3006 329433 0 17038 20044 0 0 0 2675 1338 1338 4929 4929 0 17 17 0 7621 6284 1338 52000 52000 59621 6284 53338 -42583 13760 682270 732238 732238 120400 129218 129218 802670 861456 861456 0 0 X 0 0 0 0 802670 861456 802670 861456 802670 861456 802670 -42583 101369 861456 0 861456 11.512 SHARES OF CATALYST MILLBURN HGD STRAT I P 2023-02-08 2023-12-12 417 417 0 0 531 SHARES OF FIRST TRUST GBL TACTICAL STG F P 2022-03-21 2023-02-28 13425 15994 -2569 -2569 547 SHARES OF ISHARES RUSSELL 1000 VALUE ETF P 2022-10-14 2023-05-31 81192 75760 5432 5432 145 SHARES OF PROSHRS RSL 2000 DVD ETF P 2022-10-14 2023-09-18 8530 8353 177 177 20 SHARES OF VANGUARD LONG-TERM CORPORATE P 2023-09-18 2023-12-12 1539 1483 56 56 7 SHARES OF FIRST TRUST CAPITAL STRGTH ETF P 2020-04-01 2023-12-12 552 338 214 214 559 SHARES OF FIRST TRUST GBL TACTICAL STG F P 2021-06-30 2023-02-08 13378 13007 371 371 3096 SHARES OF INVESCO PREFERRED ETF P 2019-09-18 2023-05-31 34954 46197 -11243 -11243 245 SHARES OF ISHARES CORE S&P U.S. GROWTH P 2019-09-18 2023-12-12 23823 15609 8214 8214 494 SHARES OF ISHARES CORE S&P VALUE P 2019-09-18 2023-12-12 38066 28869 9197 9197 100 SHARES OF ISHARES TIPS BOND ETF P 2021-10-22 2023-02-08 10861 12849 -1988 -1988 4 SHARES OF ISHARES US FINANCIAL ETF P 2022-01-12 2023-12-12 329 365 -36 -36 3200 SHARES OF SPDR PORTF INTER TERM ETF P 2019-09-18 2023-12-12 101473 112285 -10812 -10812 7 SHARES OF VANGUARD INTERMEDIATE TERM COR P 2020-06-10 2023-12-12 553 659 -106 -106 2 SHARES OF VANGUARD INTL EQUITY INDEX FD P 2020-11-06 2023-12-12 109 106 3 3 1 SHARE OF VANGUARD SM CAP VALUE ETF P 2022-10-14 2023-12-12 170 148 22 22 CAPITAL GAINS DIVIDENDS P 62 62 62 -3006 191 0 191 0 191 0 0 191 0 191 0 0 0 0 0 0 0 0 0 0 0 0 1 1 WV 1 0 0 0 0 1 N/A THE FOUNDATION 3047466101 4 FOX CHASE ROAD CHARLESTON WV 25304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LUTHER L LAFON 4 FOXCHASE ROAD CHARLESTON WV 25304 PRESIDENT 1.00 0 0 0 MARY LAFON 4 FOXCHASE ROAD CHARLESTON WV 25304 VICE PRESIDENT 1.00 0 0 0 EVELYN LAFON 4 FOXCHASE ROAD CHARLESTON WV 25304 SECRETARY 1.00 0 0 0 CHRIS LAFON 4 FOXCHASE ROAD CHARLESTON WV 25304 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 124078 703108 0 827186 0 0 827186 12408 814778 40739 40739 191 191 40548 0 40548 0 40548 53338 0 53338 40548 0 0 3547 726 16625 16028 36926 53338 0 0 0 40548 12790 0 0 49716 0 0 0 0 0 0 3547 46169 726 16625 16028 12790 LUTHER L LAFON LUTHER L LAFON 4 FOX CHASE ROAD CHARLESTON WV 25304 3044766101 THE FOUNDATION DOES NOT REQUIRE THAT PROSPECTIVE GRANT RECIPIENTS USE A PARTICULAR FORM, BUT ANY GRANT PROPOSAL SUBMITTED BY A PROSPECTIVE RECIPIENT WILL OBLIGATE THE RECIPIENT TO USE ANY GRANT FUNDS ONLY FOR THE CHARITABLE PURPOSES FOR WHICH THE GRANT WAS MADE, REQUIRE THE RECIPIENT TO DESCRIBE THE PURPOSE FOR WHICH THE GRANT WAS USED, AND OBLIGATE THE RECIPIENT TO REPAY THE FOUNDATION IN THE EVENT THAT THE GRANT IS MISUSED. N/A THE FOUNDATION MAKES GRANTS EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES. ARTIS - NAPLES 5833 PELICAN BAY BOULEVARD NAPLES FL 341093605 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S MISSION TO PROMOTE, SUPPORT,AND PROVIDE ASSISTANCE TO INSPIRE, EDUCATE AND ENTERTAIN BY PRESENTATING WORLD-CLASS YOUNG PROGRAMS THAT ENGAGE A DIVERSE AUDIENCE AND DEEPEND APPRECIATION FOR THE MANY FORMS OF VISUAL AND PERFORMING ARTS. 5000 CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE SUITE 100 CLEVELAND OH 441950002 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE BETTER CARE OF THE SICK, INVESTIGATION IN THEIR PROBLEMS AND FURTHER EDUCATION OF THOSE WHO SERVE. 5000 NORTH NAPLES UNITED METHODIST CHURCH 6000 GOODLETTE ROAD N NAPLES FL 341097206 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE SUPPORT TO CHURCH PROGRAMS AND EVENTS. 2000 WVU FOUNDATION ONE WATERFRONT PLACE 7TH FLOOR MORGANTOWN WV 265071650 N/A PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S MISSION TO ENRICH LIVES OF THOSE TOUCHED BY WEST VIRGINIA UNIVERSITY BY MAXIMIZING PRIVATE CHARITABLE SUPPORT AND PROVIDING SERVICES TO THE UNIVERSITY AND IT'S AFFILIATED ORGANIZATIONS. 40000 52000 0 14 20044 18 -3006 0 17038 0 17038 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2675 1338 1338 BONDS 129218 129218 UNREALIZED GAINS ON INVESTMENTS 101369 INVESTMENT FEES 4929 4929 0 FOREIGN TAXES PAID 17 17 0