2025-04-08T14:03:08-07:00 2024-12-31 550320519 Ray Winton & Kelley PLLC 109 Capitol Street Suite 700 Charleston WV 25301 990PF 2024-01-01 556014946 Berkeley Minor and Susan Fountaine Minor Foundation BERK 3043487000 300 Summers Street Floor 2 Charleston WV 25301 John S Fisher Vice President 3043487000 2025-04-08 true true Christopher J Winton P00180175 3043421141 2025-04-08 2024 2025-03-06 01:10:19Z X 2513741 X X 55878 52270 55878 132555 11296 0 132325 188203 184825 67174 15841 15841 15841 0 3779 0 0 3779 0 0 4691 0 0 24311 15841 15841 3779 230500 230500 254811 15841 15841 234279 -66608 168984 51333 10063 10063 216194 143924 143924 0 0 2379 2379 249930 0 1839140 1834739 2109824 0 0 0 0 2057713 1991105 2513741 0 0 0 0 0 X 2057713 1991105 2057713 1991105 2057713 1991105 2057713 -66608 1991105 1991105 Truist Bank publicly traded securities LTCG P 2014-01-02 2024-12-31 489843 0 404768 85075 0 0 0 85075 Truist Bank publicly traded securities STCG P 2024-01-02 2024-12-31 89293 0 77997 11296 0 0 0 11296 Mutual fund LTCG distributions P 2023-01-02 2024-12-31 36184 0 0 36184 0 0 0 36184 132555 11296 2349 0 2349 0 2349 2900 2900 -2900 551 551 false false false false false false false true true WV true false false false false true N/A Truist Bank 3043487000 300 Summers Street Charleston WV 25301 false false false false false false false false false false false false false false false false false false false false false Truist Bank 300 Summers Street Charleston WV 25301 Corp. trustee 8.00 15841 0 0 Christopher J Winton 109 Capitol Street Charleston WV 25301 Pers. trustee 2.00 0 0 0 Mark W Kelley 109 Capitol Street Charleston WV 25301 Pers. trustee 2.00 0 0 0 Anne R Silbernagel 109 Capitol Street Charleston WV 25301 Pers. trustee 2.00 0 0 0 NONE 0 NONE 0 2485255 990 0 2486245 0 2486245 37294 2448951 122448 122448 2349 2349 120099 120099 120099 234279 234279 120099 26343 31786 79151 128617 186286 452183 234279 0 120099 114180 566363 0 0 0 0 26343 540020 31786 79151 128617 186286 114180 None None Christopher J Winton Trustee 109 Capitol Street Suite 700 Charleston WV 25301 3043421141 No specific form is required None, but students should apply for an award before commencement of the term Students attending University of Charleston and University of Virginia apply through their schools aid office. The Bishop of the Episcopal Diocese of WV can nominate students. Students from any other school can apply directly. University of Charleston MacCorkle Avenue Charleston WV 25311 501c3 Educational 100000 University of Virginia McCormick Road Charlottesville WV 22901 501c3 Educational 130500 230500 14 55878 55878 55878 false false false false false false false false false false Horse Creek Land & Mining Co. 396.4 shares 2379 249930 Cohen & Steers Inst. Realty CSRIX 721.063 units 38000 34546 Dodge & Cox Income 19,853.403 units 267212 245785 Doubleline Total 3,942.156 units 37700 34178 Eaton Vance ERASX 3,220.277 units 114416 135413 Goldman Sachs GSIYX 3,321.359 units 58028 64933 Hartford HDGYX 1,643.971 units 40744 54202 Invesco ODVIX 496.848 units 16354 18900 Invesco S&P RSP 673 shares 86712 117930 Ishares IJH 1,275 shares 53600 79445 Ishares SCZ 511 shares 28608 31043 JOHCM Intl. JOHIX 1,950.218 units 56849 44523 Loomis Sayles Growth LGRNX 2,659.355 units 38815 78876 Morgan Stanley Global MGTSX 1,425.879 units 34378 50219 Muzinich Credit Opp. 3,742.571 units 38588 36340 Pimco Commodity PCRIX 1,471.782 units 27775 19354 Pimco Inv Grade 10,006.145 units 104866 88955 T Rowe TQAIX 671.317 units 28346 29196 Van Eck EMRIX 1,163.173 units 24457 16482 Vanguard Dividend VIG 236 shares 30116 46216 Vanguard Inst. Index VINIX 1,510.767 units 586319 723506 Vanguard Russell 1000 Growth VONG 527 units 41332 54439 Vanguard Russell 1000 Value VONV 592 units 43064 48100 Virtus KAR Small Cap VQSRX 2,238.691 units 38460 57243 Ray, Winton & Kelley Attorneys 3779 0 0 3779 Capital gains 132555 Wash sale adjustment -230 Excise tax 2023 1298 Excise tax estimates 2024 2900 Foreign dividend taxes 493