2025-02-08T10:57:39-05:00 2024-06-30 550755471 COKELEY & ASSOC PLLC 63 BRIAR HILL LN HARRISVILLE WV 263621700 990PF 2023-07-01 556026999 BERNICE PICKENS PARSONS FOUNDATION BERN 3043488374 PO BOX 393 CHARLESTON WV 25322 UNITED BANK INC TRUSTEE 2025-02-05 true true EDWARD R COKELEY P00080056 3046432300 2025-02-08 2023 2025-03-06 01:10:19Z X X 634587 X X 1322 1322 13301 13301 38865 162274 38865 53488 53488 7040 5280 1760 1150 1150 120 896 9206 5280 2910 25792 25792 34998 5280 28702 18490 48208 160 20075 22199 22199 471190 487517 612388 491425 509716 634587 0 X 491425 509716 491425 509716 491425 509716 491425 18490 509915 199 509716 ISHARES TRUST 1 TO 5 YR INV GRADE CO P 2023-03-29 2023-10-19 36911 37576 -665 -665 VANGUARD GROWTH INDEX FUND P 2021-03-24 2024-01-12 6599 5301 1298 1298 FIRST EAGLE SOGEN GLOBAL FD P 2022-12-02 2023-11-29 296 276 20 20 AMERICAN CENTURY SMALL CAP VALUE P 2022-03-24 2024-03-06 1419 1441 -22 -22 INVESCO OPPENHEIMER INTL SM-MID CLAS P 2022-12-14 2023-12-01 8 8 FIDELITY ADVISOR GRO OPP CL I P 2022-03-24 2024-03-06 4330 3715 615 615 FIDELITY EMERGING MKTS INDEX P 2022-03-24 2023-10-06 5623 6620 -997 -997 MFS MID CAP VALUE P 2022-03-24 2024-03-06 3666 3593 73 73 FIDELITY EMERGING MKTS INDEX P 2022-05-16 2023-10-06 12707 13360 -653 -653 PUTNAM LARGE CAP VALUE P 2022-03-24 2024-03-06 3264 3080 184 184 FIRST EAGLE SOGEN GLOBAL FD P 2019-02-05 2023-11-29 2773 2406 367 367 VANGUARD HIGH YIELD DIVIDEND P 2018-02-13 2024-03-06 3009 2164 845 845 FIRST EAGLE SOGEN GLOBAL FD P 2021-03-24 2023-11-29 2769 2762 7 7 VANGUARD MID CAP INDEX FUND P 2016-11-01 2024-03-06 44124 22603 21521 21521 FIRST EAGLE SOGEN GLOBAL FD P 2021-12-02 2023-11-29 16 16 VANGUARD GROWTH INDEX FUND P 2016-11-01 2024-03-06 15844 5085 10759 10759 FIRST EAGLE SOGEN GLOBAL FD P 2021-12-02 2023-11-29 842 819 23 23 INVESCO OPPENHEIMER INTL SM-MID CLAS P 2016-11-01 2023-12-01 3056 2825 231 231 FIDELITY ADVISOR GRO OPP CL I P 2022-03-24 2024-01-12 4000 3893 107 107 MFS MID CAP VALUE P 2022-03-24 2024-01-12 1000 1040 -40 -40 PUTNAM LARGE CAP VALUE P 2022-03-24 2024-01-12 2000 2018 -18 -18 VANGUARD MID CAP INDEX FUND P 2016-11-01 2024-01-12 3000 1628 1372 1372 VANGUARD GROWTH INDEX FUND P 2016-11-01 2024-01-12 3401 1180 2221 2221 38865 -645 670 670 670 X 7 677 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 false UNITED BANK INC 514 MARKET STREET PARKERSBURG WV 26101 TRUSTEE 000.00 7040 0 0 NONE NONE N/A 581858 24947 0 606805 606805 9102 597703 29885 29885 670 670 29215 29215 29215 28702 28702 29215 738 5884 6622 28702 28702 513 513 6109 0 6109 225 5884 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. DAYMARK INC 1598 WASHINGTON ST E CHARLESTON WV 25311 NONE CHARITABLE 2500 FAMILY REFUGE CENTER 213 COLEMAN DR LEWISBURG WV 24901 NONE CHARITABLE 2500 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 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 600 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 WV HEMOPHILIA FOUNDATION PO BOX 4214 MORGANTOWN WV 26504 NONE CHARITABLE 500 25792 14 1322 14 13301 14 38865 53488 53488 false false false false false false false false false false TAX RETURN PREPARATION 1150 1150 OPPENHEIMER INTN SMALL-MID CO FD AMERICAN CENTURY SMALL CAP 7594 7520 BAIRD AGGREGATE BOND FD 138693 133035 BLACKROCK MID CAP GROWTH 13967 13596 ISHARES MSCI INTL FUND 44870 47973 FEDERATED INST HIGH YIELD BOND FD 19823 17866 FIDELITY ADVISOR GROWTH OPP 20090 26344 FIDELITY EMERGING MKTS FUND FIDELITY MID CAP INDEX 37564 37528 FIRST EAGLE GLOBAL FUND ISHARES CORE S&P SMALL-CAP 12199 16639 ISHARES TRUST 1 TO 5 YEAR CORP BOND 26471 26901 ISHARES MSCI EMR MRK EX CHINA 18475 22022 JOHCM INTERNATIONAL SELECT FD 14334 15105 MFS MID CAP VALUE 10627 11047 PUTNAM LARGE CAP VALUE 33846 38321 VANGUARD HIGH YIELD DIV FD 52155 90855 VANGUARD MID CAP INDEX FUND VANGUARD GROWTH INDEX FUND 27014 99026 WASATCH ULTRA GROWTH FUND 9795 8610 TIMING/PPA ADJ 199 EXPENSES REIMBURSEMENTS 896 EXCISE TAX 120