2025-11-17T07:21:10-08:00 2024-12-31 550668009 HERMAN J PRICE CPA AC 195 GREENBAG RD MORGANTOWN WV 26501 990PF 2024-01-01 873884969 JAMES SR AND BEVERLY LAURITA FAMILY FOUNDATION INC JAME 3042967531 3748 DENTS RUN BLVD STE A MORGANTOWN WV 26501 JAMES L LAURITA JR PRESIDENT 3042967531 2025-11-12 true true COREY E BECHTEL CPA P00481430 3045998075 2025-11-17 2024 2025-03-06 01:10:19Z X 1974626 X 0 X 11961 11961 57706 57706 89137 3088215 113470 0 0 158804 183137 0 0 0 2337 0 15016 15016 17353 15016 0 95000 95000 112353 15016 95000 46451 168121 100 100 100 0 0 1388185 1787065 1787065 556649 184053 184053 0 0 0 3408 1071 3408 1948342 1972289 1974626 0 0 0 0 0 X 1948342 1972289 1948342 1972289 1948342 1972289 1948342 46451 1994793 22504 1972289 PUBLICLY TRADED SECURITIES 3088215 0 2974745 113470 0 0 0 113470 113470 2337 0 2337 0 2337 3408 0 3408 -3408 1071 1071 false false false false false false false true true WV true false false false false true N/A TONI DERING 3042967531 3748 DENTS RUN BLVD STE A MORGANTOWN WV 26501 false false false false false false false false false false false false false false false false false false false false false JAMES L LAURITA JR 3748 DENTS RUN BLVD STE A MORGANTOWN WV 26501 PRESIDENT 1.00 0 0 0 THOMAS A LAURITA 3748 DENTS RUN BLVD STE A MORGANTOWN WV 26501 VICE-PRESIDENT 1.00 0 0 0 TONI D DERING 3748 DENTS RUN BLVD STE A MORGANTOWN WV 26501 SECRETARY / TREASURER 1.00 0 0 0 NONE 0 NONE 0 2026230 100 0 2026330 0 2026330 30395 1995935 99797 99797 2337 2337 97460 97460 97460 95000 95000 97460 86252 0 0 0 0 0 0 95000 86252 0 8748 0 0 0 0 0 88712 0 0 0 0 0 0 0 X MON VALLEY HABITAT FOR HUMANITY 1825 EARL L CORE ROAD MORGANTOWN WV 26505 PC CHARITABLE CONTRIBUTION 5000 CHESTNUT MOUNTAIN RANCH FOUNDATION INC PO BOX 757 MORGANTOWN WV 26507 PC CHARITABLE CONTRIBUTION 90000 95000 14 11961 14 57706 18 113470 183137 183137 false false false false false false false false false false PUBLICLY TRADED SECURITIES Purchased 3088215 2999078 89137 BAIRD AGGREGATE BOND FUND 63332 63332 ISHARES TR RUS 1000GRW 112441 112441 ISHARES TRUST 1-3 YEAR TREASURY BOND 8280 8280 TRUIST LEVEL RATE MONEY MARKET 1286623 1286623 ABBOTT LABORATORIES 9954 9954 ABBVIE INC 18659 18659 ACCENTURE PLC 6332 6332 AFLAC INC COM 7448 7448 ALTRIA GROUP INC 25413 25413 AMERIPRISE FINANCIAL INC 29816 29816 ANALOG DEVICES INC COM 30169 30169 AUTOMATIC DATA PROCESSING INC 32786 32786 AVERY DENNISON CORP 22830 22830 BECTON DICKINSON & CO 14520 14520 BOOZ ALLEN HAMILTON HLDG CORP 18147 18147 COTERRA ENERGY INC 20126 20126 CUBESMART 17611 17611 FERGUSON PLC 17357 17357 GOLDMANSACHS GROUP INC 12598 12598 HOME DEPOT INC 24117 24117 JOHNSON & JOHNSON 1735 1735 LINDE PLC 4187 4187 MARSH & MCLENNAN COMPANIES INC 16568 16568 MERCK &CO. INC 7560 7560 METLIFE INC 18505 18505 MICROCHIP TECHNOLOGIES INC 401 401 MICROSOFT CORP 32456 32456 NASDAQ INC 15075 15075 RAYMOND JAMES FINCIAL INC 33707 33707 ROCKWELL AUTOMATION INC 14861 14861 SCHWAB CHARLES CORP 37893 37893 UNITED HEALTH GROUP INC 9611 9611 REDUCTION OF UNREALIZED INVESTMENT GAINS 22504 INVESTMENT EXPENSES 15016 15016 TAX ON INVESTMENT INCOME 2337