2025-04-08T14:04:42-07:00 2024-12-31 550320519 Ray Winton & Kelley PLLC 109 Capitol Street Suite 700 Charleston WV 25301 990PF 2024-01-01 556014902 Bernard H and Blanche E Jacobson Foundation BERN 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 4824711 X X 95928 97211 95928 294436 22378 0 294436 390364 391647 118306 21028 21028 21028 0 5655 0 0 5655 0 0 10080 0 0 36763 21028 21028 5655 456000 456000 492763 21028 21028 461655 -102399 370619 97278 44219 44219 294943 118514 118514 0 0 0 4087452 4117263 4661978 0 0 0 0 4382395 4279996 4824711 0 0 0 0 0 X 4382395 4279996 4382395 4279996 4382395 4279996 4382395 -102399 4279996 4279996 Truist nominee publicly trade securities sales LT P 2014-01-02 2024-12-31 1217986 0 1024901 193085 0 0 0 193085 Truist nominee publicly trade securities sales ST P 2024-01-02 2024-12-31 203470 0 181092 22378 0 0 0 22378 Mutual fund LTCG distributions P 2014-01-02 2024-12-31 78973 0 0 78973 0 0 0 78973 294436 22378 5152 0 5152 0 5152 5800 5800 -5800 648 648 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 21028 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 4912143 3985 0 4916128 0 4916128 73742 4842386 242119 242119 5152 5152 236967 236967 236967 461655 461655 236967 238031 218493 162063 253347 217100 1089034 461655 0 236967 224688 1313722 0 0 0 0 238031 1075691 218493 162063 253347 217100 224688 None None Christopher J Winton Trustee 109 Capitol Street Suite 700 Charleston WV 25301 3043421141 No specific form is required None, but trustees generally meet quarterly to consider grant requests None, but preference is given to organizations in WV or Kanawha Valley Boy Scouts of America Buckskin Council Kanawha Blvd Charleston WV 25311 501c3 Youth devel. 20000 United Way of Central WV United Way Square Charleston WV 25301 501c3 Community dev. 10000 Appalachian Children's Chorus PO Box 11342 Charleston WV 25339 501c3 Cultural 5000 Charleston Ballet Inc 100 Capitol St Charleston WV 25301 501c3 Cultural 5000 Kanawha Valley Fellowship Home Kanawha Blvd Charleston WV 25301 501c3 Health 20000 Clay Center for Arts and Sciences Clay Center Charleston WV 25301 501c3 Educational 15000 Covenant House Inc 600 Shrewsbury St Charleston WV 25301 501c3 Community dev. 10000 WV Independent Colleges PO Box 7058 Charleston WV 25356 501c3 Educational 10000 WV Humanities Council Kanawha Blvd Charleston WV 25301 501c3 Historic preserv. 15000 Festiv-All Charleston PO Box 11287 Charleston WV 25339 501c3 Cultural 5000 West Virginia State University Fnd PO Box 1000 Institute WV 25112 501c3 Educational 75000 West Virginia Health Right Inc 1520 Washington St Charleston WV 25311 501c3 Health 50000 Girls Scouts of Black Diamond 321 Virginia St Charleston WV 25302 501c3 Youth program 15000 Faith In Action PO Box 11623 Charleston WV 25339 501c3 Community dev. 5000 Hope for Appalachia PO Box 20076 Charleston WV 25363 501c3 Health 25000 National Youth Science Fnd 494 Riverstone Road Davis WV 26260 501c3 Youth program 10000 West Virginia Symphony PO Box 2292 Charleston WV 25328 501c3 Arts and culture 25000 WV Youth Symphony PO Box 4908 Charleston WV 25364 501c3 Arts and culture 4000 Board of Education of Kanawha County Elizabeth Street Charleston WV 25301 501c3 Education 3000 Charleston Regatta Inc PO Box 11386 Charleston WV 25339 501c3 Culture 10000 Daymark Inc 1592 Washington St E Charleston WV 25311 501c3 Health 5000 East End Resource Center 502 Rufner Ave Charleston WV 25311 501c3 Health 25000 McDowell County Commission on Aging Inc 725 Stewart St Welch WV 24801 501c3 Health 14000 Legal Aid of West Virginia Inc 922 Quarrier St Charleston WV 25301 501c3 Welfare program 5000 REA of Hope Inc 1429 Lee Street E Charleston WV 25301 501c3 Health 15000 Union Mission Ministries Inc PO Box 112 Charleston WV 25321 501c3 Health 25000 WV Statewide Independent Living Council Inc PO Box 625 Institute WV 25112 501c3 Health 5000 Library Foundtion of Kanawha Cty 123 Capitol St Charleston WV 25301 501c3 Education 25000 456000 Library Foundation of Kanawah Cty 123 Capitol St Charleston WV 25301 501c3 Education 25000 West Virginia State University Fnd PO Box 1000 Institute WV 25112 501c3 Educational 300000 325000 14 95928 95928 95928 false false false false false false false false false false Cohen & Steers Inst. Realty 1,423.150 units 75000 68183 Dodge & Cox Income Fund 43,639.360 units 590421 540255 Doubleline Total Return 11,338.219 units 107621 98302 Eaton Vance ERASX 6,187.611 units 223682 260189 Goldman Sachs Intl. GSIYX 6,584.731 units 113333 128731 Harding Loevner HLMIX 4,148.794 units 62066 101687 Hartford HDGFX 4,787.671 units 132288 157850 Invesco Developing ODVIX 1,402.658 units 47215 53357 Invesco S&P RSP 1,287 shares 165822 225521 Ishares Core S&P IJH 2,464 shares 105672 153532 Ishares MSCI SCZ 1,017 shares 56759 61783 JOHCM Intl. JOHIX 3,870.547 units 108143 88365 Loomis Sayles Growth LGRNX 6,822.636 units 117963 202359 Morgan Stanley Global MGTSX 2,707.763 units 67654 95367 Muzinich Credit Opport. 10,760.624 units 111674 104486 Pimco Commodity Real Return PCRIX 2,965.240 units 55426 38993 Pimco Invest. Grade Bond Fund 28,802.558 units 300712 256055 T Rowe US Small TQAIX 1,253.918 units 52708 54533 Van Eck Emerging EMRIX 3,402.031 units 71533 48207 Vanguard Dividend VIG 449 shares 57297 87928 Vanguard Inst. Index VINIX 2,968.024 units 1147002 1421387 Vanguard Russell 1000 Growth VONG 1,512 units 132358 156190 Vanguard Russell 1000 Value VONV 1,828 units 138700 148525 Virtus KAR Small Cap VQSRX 4,309.483 units 76214 110193 Ray, Winton & Kelley Attorneys 5655 0 0 5655 Capital gains 294436 Excise tax due 2023 2615 Excise tax estimate 2024 5800 Foreign dividend taxes 1665