2025-10-07T10:51:24-04:00 2025-06-30 550755471 COKELEY & ASSOC PLLC 63 BRIAR HILL LN HARRISVILLE WV 263621700 990PF 2024-07-01 556026999 BERNICE PICKENS PARSONS FOUNDATION BERN 3043488374 PO BOX 393 CHARLESTON WV 25322 UNITED BANK INC TRUSTEE 2025-09-30 true true EDWARD R COKELEY P00080056 3046432300 2025-09-25 2024 2025-03-06 01:10:19Z X X 665016 X X 964 964 14933 14933 19563 105746 19568 35460 35465 7538 5653 1885 1250 1250 1189 811 10788 5653 3135 31292 31292 42080 5653 34427 -6620 29812 22199 20693 20693 487517 482403 644323 509716 503096 665016 0 X 509716 503096 509716 503096 509716 503096 509716 -6620 503096 503096 ISHARES TRUST 1 TO 5 YR INV GRADE CO P 2024-03-06 2024-08-25 4030 3936 94 94 ISHARES MSCI EAFE INTERNATIONAL P 2024-03-06 2025-03-07 6051 5626 425 425 AMERICAN CENTURY SMALL CAP VALUE P 2024-12-17 2025-01-13 84 88 -4 -4 JOHCM INTERNATIONAL SELECT FUND P 2018-02-13 2025-03-07 13152 12454 698 698 AMERICAN CENTURY SMALL CAP VALUE P 2024-12-17 2025-01-13 336 352 -16 -16 FIDELITY ADVISOR P 2022-03-24 2025-03-11 161 126 35 35 ISHARES MSCI EAFE INTERNATIONAL P 2024-03-06 2025-01-13 4000 4199 -199 -199 PUTNAM LARGE CAP VALUE P 2022-03-24 2025-03-11 1425 1285 140 140 FIDELITY MID CAP INDEX P 2024-03-06 2025-01-13 2042 1904 138 138 VANGUARD HIGH YIELD DIVIDEND P 2017-04-05 2025-03-11 2667 1613 1054 1054 FIDELITY MID CAP INDEX P 2024-12-23 2025-01-13 458 463 -5 -5 VANGUARD HIGH YIELD DIVIDEND P 2018-02-13 2025-03-11 6704 4411 2293 2293 JOHCM INTERNATIONAL SELECT FUND P 2024-03-06 2025-01-13 797 889 -92 -92 VANGUARD GROWTH INDEX FUND P 2016-11-01 2025-03-11 9041 2637 6404 6404 PUTNAM LARGE CAP VALUE P 2024-12-10 2025-01-13 2028 2138 -110 -110 WASATCH ULTRA GROWTH FUND P 2022-03-24 2025-03-11 231 283 -52 -52 ISHARES 1 TO 5 YEAR INV GRADE CORP B P 2023-03-29 2024-08-28 23445 22536 909 909 AMERICAN CENTURY SMALL CAP VALUE P 2022-03-24 2025-01-13 830 845 -15 -15 FIDELITY ADVISOR P 2022-03-24 2025-01-13 2500 1759 741 741 JOHCM INTERNATIONAL SELECT FUND P 2018-02-13 2025-01-13 982 991 -9 -9 PUTNAM LARGE CAP VALUE P 2022-03-24 2025-01-13 472 427 45 45 ISHARES CORE S&P SMALL-CAP ETF P 2020-03-04 2025-01-13 1697 1123 574 574 ISHARES MSCI EAFE INTERNATIONAL P 2022-03-24 2025-03-07 18321 15883 2438 2438 19568 -194 414 414 414 414 false false false false false false false true true WV true false false false false true N/A UNITED BANK INC 3043488374 514 MARKET STREET PARKERSBURG WV 26101 X false false false false false false false false false false false false false false false false false false false false UNITED BANK INC 514 MARKET STREET PARKERSBURG WV 26101 TRUSTEE 000.00 7538 0 0 NONE NONE N/A 631474 20966 0 652440 652440 9787 642653 32133 32133 414 414 31719 31719 31719 34427 34427 31719 225 5884 6109 34427 31719 2708 8817 0 8817 225 5884 2708 BERNICE PICKENS PARSONS FOUNDATION 500 VIRGINIA ST EAST CHARLESON WV 25301 3043488374 IN LETTER STATING PURPOSE OF ORGANIZATION AND GRANT NONE FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES ESPECIALLY FOR BUT NOT LIMITED TO THE AGING AND MENTALLY RETARDED. BOMAR CLUB 306 N CHURCH ST N RIPLEY WV 25271 NONE CHARITABLE 1000 DAYMARK INC 1598 WASHINGTON ST E CHARLESTON WV 25311 NONE CHARITABLE 2500 FAMILY REFUGE CENTER 213 COLEMAN DR LEWISBURG WV 24901 NONE CHARITABLE 2500 HABITAT FOR HUMANITY 815 COURT ST CHARLESTON WV 25301 NONE CHARITABLE 1000 JACKSON COUNTY READ ALOUD PO BOX 800 RIPLEY WV 25271 NONE CHARITABLE 1000 KANAWHA COUNTY HOSPICE 1143 DUNBAR AVE DUNBAR WV 25064 NONE CHARITABLE 5500 KANAWHA VALLEY FELLOWSHIP HOME INC 1121 VIRGINIA ST E CHARLESTON WV 25301 NONE CHARITABLE 2500 MAIN STREET RIPLEY PO BOX 207 RIPLEY WV 25271 NONE CHARITABLE 1000 PEAK LIVING SERVICES 507 LEON SULLIVAN WAY CHARLESTON WV 25301 NONE CHARITABLE 1500 PILOT CLUB OF JACKSON COUNTY 705 MCINTOSH AVE RAVENSWOOD WV 26164 NONE CHARITABLE 1000 RAVENSWOOD SENIOR CENTER 511 WASHINGTON ST RAVENSWOOD WV 26164 NONE CHARITABLE 3192 RAVENSWOOD SENIOR QUILTERS PO BOX 800 RIPLEY WV 25271 NONE CHARITABLE 1500 RIPLEY SENIOR CLUB 121 N CT ST RIPLEY WV 25271 NONE CHARITABLE 1100 SANDYVILLE SENIOR CENTER 29 GILMORE DR SANDYVILLE WV 25275 NONE CHARITABLE 1000 WOMENS HEALTH CENTER 510 WASHINGTON ST W CHARLESTON WV 25302 NONE CHARITABLE 2500 WV HEALTH RIGHT INC 1017 SMITH ST CHARLESTON WV 25301 NONE CHARITABLE 2500 31292 14 964 14 14933 14 19568 -5 35465 -5 35460 false false false false false false false false false false TAX RETURN PREPARATION 1250 1250 ISHARES CORE S&P SMALL-CAP ETF 2024-03 PURCHASE 2025-03 210 215 -5 AMERICAN CENTURY SMALL CAP 7050 6579 BAIRD AGGREGATE BOND FD 138693 135651 BLACKROCK MID CAP GROWTH 16383 18750 ISHARES MSCI INTL FUND 19162 23853 DFA INTL VALUE 19280 20690 FEDERATED INST HIGH YIELD BOND FD 19823 18458 FIDELITY ADVISOR GROWTH OPP 18205 29053 FIDELITY MID CAP INDEX 39404 44136 ISHARES CORE US AGGREGATE BOND ETF 27498 27082 ISHARES CORE S&P SMALL-CAP 10861 15191 ISHARES TRUST 1 TO 5 YEAR CORP BOND ISHARES MSCI EMR MRK EX CHINA 19295 24435 JOHCM INTERNATIONAL SELECT FD MFS MID CAP VALUE 12063 12227 MFS INTL GRW I 22530 23843 PUTNAM LARGE CAP VALUE 32135 38237 VANGUARD HIGH YIELD DIV FD 46132 92363 VANGUARD GROWTH INDEX FUND 24378 105559 WASATCH ULTRA GROWTH FUND 9511 8216 EXPENSES REIMBURSEMENTS 811 EXCISE TAX 1189