2024-05-08T09:31:05-04:00 2023-12-31 Sherry Ferrell 1022 Washington St E Lewisburg WV 24901 990PF 2023-01-01 203954960 Marie Leist Foundation Inc MARI P O Box 591 Lewisburg WV 24901 Aulton D Smith II President 3046455414 2024-05-08 true Aulton Smith XXX-XX-XXXX true Sherry Ferrell P00094070 3046455414 2024-05-08 X 2 00 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 941224 X X 31993 31993 -2169 56611 762 762 30586 32755 2500 1250 1250 12494 12494 25 25 900 900 1066 1066 16985 15735 1250 45000 45000 61985 15735 46250 -31399 17020 0 6134 5291 5291 16852 5029 5029 847751 829018 930904 870737 839338 941224 0 0 X 870737 839338 870737 839338 870737 839338 870737 -31399 839338 839338 60474 Bridge Builder Core Bond P 2023-02-01 2023-10-18 506 550 -44 1237 Bridge Builder Large Value P 2023-06-30 2023-10-18 189 195 -6 84859 Bridge Builder Core Plus Bd P 2023-02-01 2023-10-18 699 761 -62 43518 DFA Intl Small Company P 2023-02-14 2023-10-18 741 774 -33 1179 American Fundamental Inv F3 P 2023-02-18 2023-10-18 783 790 -7 13577 American Intl Growth & Inc P 2023-01-20 2023-10-18 442 455 -13 194321 JPMorgan High Yield P 2023-01-29 2023-10-18 1179 1205 -26 46173 JPMorgan High Yield P 2023-07-29 2023-10-18 280 285 -5 63481 TRP International Stock I P 2022-12-15 2023-10-18 1076 1068 8 844357 Bridge Builder Large Growth P 2021-05-01 2023-10-18 16862 18755 -1893 114941 Bridge Builder Large Value P 2018-10-05 2023-10-18 1757 1461 296 205744 Bridge Builder Small Mid Gr P 2020-04-23 2023-10-18 2582 2538 44 798773 Bridge Builder Intl Equity P 2022-04-11 2023-10-18 8946 9473 -527 25001 DFA Intl Small Company P 2017-09-11 2023-10-18 426 527 -101 42827 Dodge & Cox Intl Stock I P 2022-04-11 2023-10-18 1975 2001 -26 14613 Dodge & Cox Stock I P 2020-07-14 2023-10-18 3301 2379 922 75026 American Fundamental Inv F3 P 2009-11-25 2023-10-18 4980 3360 1620 39209 Americna Intl Growth & Inc P 2020-06-10 2023-10-18 1276 1174 102 85 VNG FTSE Wld SC P 2021-02-25 2023-10-24 8611 11029 -2418 -2169 -188 237 0 237 0 237 422 422 185 185 false false false false false false false true true WV true false false false false true NA Sherry Ferrell 3046455414 1022 Washington St Lewisburg WV 24901 false false false false true false false false false false false false false false false false false false false false false false Aulton D Smith PO Box 481 Ronceverte WV 24970 President 0.00 0 0 0 Kimberly Curry 57 Machado Lane Old Saybrook CT 064752430 Vice President 0.00 0 0 0 JoAnn Leist 1575 John Knox Drive Colfax NC 27235 Secretary 0.00 0 0 0 Sherry Ferrell 1022 Washington St E Lewisburg WV 24901 Secretary 2.00 0 0 0 Stephen Baldwin 237 Locust Street Ronceverte WV 24970 Treas 0.00 0 0 0 Nathan Leist 176 Hidden Pond Rd Boone NC 286079115 Director 0.00 0 0 0 Tina ONeill PO Box 1421 Lewisburg WV 24901 Director 0.00 0 0 0 Rebecca Curry 30 Adams Street Easthampton MA 01027 Director 0.00 0 0 0 Paige L Tolar 4729 Edgarton Dr Grove City OH 43123 Director 0.00 0 0 0 NONE 0 NONE NA 0 NA 0 910240 4598 0 914838 0 914838 13723 901115 45056 45056 237 237 44819 44819 44819 46250 46250 44819 4652 9021 7192 20865 46250 44819 1431 22296 0 4652 17644 9021 7192 1431 NONE NONE Sherry Ferrell PO Box 591 Lewisburg WV 24901 3046455414 Letter requests with explanation of what grant is needed for. Accepted any time Greenbrier and Pocahontas County 501(c)(3) organizations. Communities in Schools Gbr County PO Box 1188 Lewisburg WV 24901 NA PC Drop-out Prevention Program 1000 Davis Elkins College 100 Campus Drive Elkins WV 262413996 NA PC Greenbrier & Pocahontas County Scholarships 5500 Family Refuge Center PO Box 249 Lewisburg WV 24901 NA PC Enrichment Programs for clients and youth 1000 Gateway Industries 787 Edgar Avenue Ronceverte WV 24970 NA PC Mini golf batting cage and bathroom renovations 3500 Greenbrier East High School 653 Church Street Lewisburg WV 24901 NA GOV Marching Band travel expenses 1000 Greenbrier Historical Society 814 Washington St W Lewisburg WV 24901 NA PC National Academic Quiz Tournament expenses 500 New River Community Tech College 280 University Drive Beaver WV 25813 NA PC Greenbrier County Scholarships 4000 Northern Greenbrier Latchkey Kids PO Box 28 Frankford WV 24938 NA PC After School Program food crafts utilities etc 1500 City of Ronceverte PO Box 417 Ronceverte WV 24970 NA GOV Fitness Equipment at Island Park 10000 Ronceverte Lions Club 715 Ronceverte Avenue Ronceverte WV 24970 NA PC Gymnasium Front Entrance & Doors 6000 Edgewood Presbyterian Church 162 Harper Road Lewisburg WV 24901 NA PC Freezer for Saturday of Service Program 1000 Greenbrier Co Committee on Aging 284 Greenbrier Street Rupert WV 25984 NA PC Seniors activities and trips 500 Greenbrier River Trail Association PO Box 203 Marlinton WV 24954 NA PC Accessible steps from trail to river 2500 Ronceverte Development Corporation PO Box 417 Ronceverte WV 24970 NA PC Street sign poles at Ronceverte WV 1500 Ronceverte Presbyterian Church 261 Locust Street Ronceverte WV 24970 NA PC Stained glass window refurbishment 2500 Ronceverte Public Library 500 Main Street West Ronceverte WV 24970 NA PC Computer Grant Station and Wowbrary memberships 2000 West Virginia Healing Home 1500 Maplewood Avenue Ronceverte WV 24970 NA PC Kitchen equipment upgrades 1000 45000 0 14 31993 01 762 18 -2169 30586 30586 false false false false false false false false false false Sherry Ferrell Paid an annual administrative fee for taking care of all correspondence, bookkeeping, files, etc. in the amount of $2,500 670584 Am Fundamental Invstr 30789 47900 9320222 Bridge Bldr Intl Eqt 104546 114359 558334 Bridge Bldr Lg Grwth 85802 125178 475442 Brdg Bldr SmMid Grwth 54023 67370 15832886 Brdg Bldr Core Plus 160114 140754 2839024 Brdg Bldr SmMid Value 28839 38895 13510924 Bridge Bldr CoreBond 135983 122004 193037 Dodge & Cox Stock 31709 47014 377883 Dodge & Cox Intl Stock 17618 18577 1823997 Hartford World Bond F 18168 18422 4346455 JP Morgan High Yield 32312 27948 531485 JP Morgan Mid Cap Val 16329 19086 2303577 Bridge Builder Lg Val 29518 37387 244307 Invesco Intl Sm-Mid Co 8850 10451 800102 MFS Value R6 23977 37789 526701 Afs Intl Grw & Inc F3 15768 18872 101572 Dfa Intl Small Co 17632 19614 1016539 T Rowe Price Intl Stk 17041 19284 85 Vanguard FTSE All World Ex 0 0 Insurance 608 608 0 0 PostageBox Rent 423 423 0 0 Bank Fees 35 35 0 0 Refund of 2022 Form 990PF tax 600 600 0 Other Income 162 162 0 Investment Advisory Fees 12494 12494 0 0 WV Corporation Tax 25 25 0 0