2024-07-16T15:24:44-04:00 2023-12-31 204130124 LIVELY & ASSOCIATES PLLC 510 STAFFORD DR PRINCETON WV 24740 990PF 2023-01-01 266679325 PRESERVATI FAMILY CHAR TR FDN PRES 3044258195 PO BOX 103 PRINCETON WV 24740 RICHARD G PRESERVATI TRUSTEE 3044258195 2024-06-26 true RICHARD PRESERVATI XXX-XX-XXXX true KEVIN T WORLEY P00912112 3044258771 2024-07-16 X 2023 2023-04-26 12:10:37Z X X 66052567 X 2916600 1381244 1381244 2334239 18880193 2334239 6632083 3715483 139012 139012 48672 48672 25 25 187709 187684 25 2918000 2918000 3105709 187684 2918025 3526374 3527799 266232 764756 764756 3136067 5072744 5072744 4770113 4576714 4498814 32873649 34408221 48196984 6798939 6725136 6439938 1177227 1134422 1079331 49022227 52681993 66052567 0 X 49022227 52681993 49022227 52681993 49022227 52681993 49022227 3526374 133392 52681993 52681993 CHARLES SCHWAB 8167-4511 SEE ATT P 9721 9721 9721 CHARLES SCHWAB 3866-0694 SEE ATT P 83978 73757 10221 10221 CHARLES SCHWAB 2807-0474 SEE ATT P 307 282 25 25 CHARLES SCHWAB 2807-0474 SEE ATT P 6175 6708 -533 -533 CHARLES SCHWAB 3587-4009 SEE ATT P 65996 78956 -12960 -12960 CHARLES SCHWAB 3587-4009 SEE ATT P 143344 90510 52834 52834 CHARLES SCHWAB 4504-5602 SEE ATT P 3624901 3500475 124426 124426 CHARLES SCHWAB 4504-5602 SEE ATT P 493006 604983 -111977 -111977 WELLS FARGO 45688900 SEE ATT P 4008353 4038312 -29959 -29959 WELLS FARGO 45688900 SEE ATT P 10444412 8151971 2292441 2292441 2334239 91253 49036 49036 49036 65195 65195 X 989 15170 15170 false false false false false false false true true true false true false true true N/A LIVELY & ASSOCIATES PLLC 3044258771 510 STAFFORD DR PRINCETON WV 24740 false false false false false false false false false false false false false false false false false false false false false RICHARD G PRESERVATI 510 STAFFORD DRIVE PRINCETON WV 24740 TRUSTEE 1.00 0 0 0 KAREN WIMMER 510 STAFFORD DR PRINCETON WV 24740 TRUSTEE 1.00 0 0 0 NICHOLAS S PRESERVATI 510 STADDORD DR PRINCETON WV 24740 TRUSTEE 1.00 0 0 0 NONE NONE N/A 55051071 5596693 0 60647764 60647764 909716 59738048 2986902 2986902 49036 49036 2937866 2937866 2937866 2918025 2918025 2937866 2842633 2918025 2842633 75392 2862474 RICHARD G PRESERVATI X SMILE TRAIN 633 THIRD AVE 9TH FLOOR NEW YORK NY 10017 NONE 100% FREE CLEFT REPAIR SURGERY 253000 MCDOWELL COUNTY COMMISSION OF AGING 725 STEWART STREET WELCH WV 24801 NONE FUNDING FOR TRAINING & TECH CENTER 40000 GREEN VALLEY-GLENWOOD VFD PO BOX 774 PRINCETON WV 24739 NONE REPLACE FIRE PROTECTION GEAR 25000 GREENVIEW UNITED METHODIST CHURCH 2298 MAPLE ACRES ROAD PRINCETON WV 24739 NONE REPLACE ROOF ON FELLOWSHIP HALL 25000 OPERATION SMILE INC 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 NONE CLEFT PALATE SURGERY AND CARE 250000 SACRED HEART CATHOLIC CHURCH MISSIO 72 BELIEVERS DR NORTHFORK WV 24868 NONE PURCHASE FOOD FOR FOOD PANTRY 50000 WARM A HEART GIVE A BED PO BOX 268 PRINCETON WV 24740 NONE PROVIDE MEAKS AND CLOTHING FOR NEEDY 25000 CATHOLIC CHARITES OF WV PO BOX 386 PRINCETON WV 24740 NONE TO OFFER HELP TO THOSE IN NEED 50000 TENDER MERCIES MINISTRY OF PCTN PO BOX 669 PRINCETON WV 24740 NONE PURCHASE FOOD FOR THOSE IN NEED 50000 APPALACHIAN TEEN CHALLENGE 1651 UNITY ROAD PRINCETON WV 24739 NONE CONSTRUCTION OF MAINTENANCE FACILITY 25000 BLUEFIELD UNION MISSION 2203 BLUEFIELD AVENUE BLUEFIELD WV 24701 NONE SECURITY WINDOWS, FOOD CARTS & FOOD 25000 SCHWAB CHARITABLE PO BOX 628298 ORLANDO FL 32862 NONE DONOR ADVISED ACCOUNT 2100000 2918000 14 1381244 18 2334239 3715483 3715483 false false false false false false false false false false X X 1 RICHARD G PRESERVATI PO BOX 1003 PRINCETON WV 24740 2916600 X WELLS FARGO CHARLES SCHWAB 4511 SEE ATTACHED 6725136 6439938 WELLS FARGO - SEE ATTACHED 49797 CHARLES SCHWAB 5602 - SEE ATTACHED 14464066 20707797 CHARLES SCHWAB 4009 - SEE ATTACHED 4246818 5726481 CHARLES SCHWAB 0694 - SEE ATTACHED 1534705 1959054 CHARLES SCHWAB 0467 - SEE ATTACHED 1913622 2653127 CHARLES SCHWAB 3990 - SEE ATTACHED 5168537 5620772 CHARLES SCHWAB 4534 - SEE ATTACHED 6405848 10763397 CHARLES SCHWAB 0474 - SEE ATTACHED 624828 766356 4576714 4498814 WELLS FARGO - SEE ATTACHED AT COST 339514 339514 CHARLES SCHWAB 4511 SEE ATTACHED AT COST 794908 739817 EXPENSES WV SECRETARY OF STATE 25 25 MARKET VALUE ADJUSTMENT 133392 INVESTMENT MNGMNT FEES 68470 68470 CUSTODIAN & MANAGEMENT FEES 70448 70448 CHARLES SCHWAB 0694 - FEES 67 67 CHARLES SCHWAB 4009 - FEES 27 27 RICHARD G PRESERVATI CHARLES SCHWAB 0694 FOR TAXES 198 198 CHARLES SCHWAB 0474 FOR TAXES 65 65 CHARLES SCHWAB 4009 FOR TAXES 158 158 CHARLES SCHWAB 5602 FOR TAXES 10090 10090 CHARLES SCHWAB 3990 FOR TAXES 208 208 WELLS FARGO - TAX DUE 2022 24059 24059 WELLS FARGO FOR TAXES 13894 13894