2025-08-13T14:11:53-05:00 2024-12-31 540504608 BROWN EDWARDS & COMPANY LLP 707 VIRGINIA STREET EAST SUITE 300 CHARLESTON WV 25301 990PF 2024-01-01 201885473 THE JEANNE G HAMILTON AND LAWSON W HAMILTON JR FAMILY FOUNDATION INC JEAN 3045951077 PO BOX 1006 LEWISBURG WV 24901 LAWSON HAMILTON III PRESIDENT/TRUSTEE 3046461558 2025-08-13 1 1 KELLI VANCE P00366597 3043434188 2025-08-13 2024 2025-03-06 01:10:19Z X 18213149 X X 176347 154597 309089 309089 706578 3430953 706578 1192014 1170264 0 0 0 9690 0 0 121099 121099 0 1233 1233 0 2983 1457 0 135005 123789 0 837210 837210 972215 123789 837210 219799 1046475 1110646 1084714 1084714 10626 10626 10626 500312 300132 299765 9895084 10196460 14424442 2353870 2505021 2393602 13870538 14096953 18213149 0 0 X 0 0 0 0 13870538 14096953 13870538 14096953 13870538 14096953 13870538 219799 6616 14096953 0 14096953 UNITED BANK 2584 113964 81700 32264 32264 UNITED BANK 2584 690982 666951 24031 24031 UNITED BANK 2584 480271 133087 347184 347184 UNITED BANK 2593 366485 313036 53449 53449 UNITED BANK 2593 1571174 1328525 242649 242649 UNITED BANK 2549 208077 201076 7001 7001 706578 14546 0 14546 0 14546 10626 0 0 0 10626 0 3920 0 0 0 0 0 0 0 0 0 0 0 1 WV 1 0 0 0 0 1 N/A LAWSON HAMILTON III 3046461558 PO BOX 1006 LEWISBURG WV 24901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWSON W HAMILTON III PO BOX 1006 LEWISBURG WV 24901 PRESIDENT/TRUSTEE 0.00 0 0 0 BARBARA HAMILTON FORD PO BOX 1006 LEWISBURG WV 24901 SECRETARY/TRUSTEE 0.00 0 0 0 COURTNEY M O'NEIL PO BOX 1006 LEWISBURG WV 24901 VICE-PRESIDENT/TRUSTEE 0.00 0 0 0 MEREDITH M GERMAN PO BOX 1006 LEWISBURG WV 24901 TREASURER/TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 16624100 1392644 0 18016744 0 0 18016744 270251 17746493 887325 887325 14546 14546 872779 0 872779 0 872779 837210 0 837210 872779 0 0 1544 35549 37093 837210 0 0 0 837210 0 35569 35569 1524 0 0 0 0 0 0 0 1524 1524 X LAWSON HAMILTON III PO BOX 1006 LEWISBURG WV 24901 3046461558 PRESCRIBED FORM. PROOF OF EXEMPT STATUS AND ALL INFORMATION RELEVANT TO PROPOSED GRANT SHOULD BE INCLLUDED. N/A N/A ALDERSON MAIN STREET INC 100 RAILROAD AVE BOX 117 ALDERSON WV 24910 501(C)3 GRANT 6500 ALMOST HEAVAN HABITAT FOR HUMANITY 892 TUCKAHOE RD WHITE SULPHER SPRINGS WV 24986 501(C)3 GRANT 6250 APPALACHIAN CHILDRENS' CHORUS 210 BROOKS ST 307 CHARLESTON WV 25301 501(C)3 GRANT 5000 APPALACHIAN LEADERSHIP EDUCATION FOUNDATION PO BOX 1638 HANSFORD WV 25103 501(C)3 GRANT 46000 APPALACHIAN SERVICE PROJECT 300 CHESTNUT AVE ALDERSON WV 24910 501(C)3 GRANT 10000 BIG CREEK PEOPLE IN ACTION HC 32 BOX 541 WAR WV 24892 501(C)3 GRANT 17000 BOYS HOME OF VIRGINIA 414 BOYS HOME ROAD COVINGTON VA 24426 501(C)3 GRANT 2000 BROKEN SPUR RIDING ACADEMY 116 CARL VEST RD BECKLEY WV 25813 501(C)3 GRANT 10000 CARNEGIE HALL 611 CHURCH ST LEWISBURG WV 24901 501(C)3 GRANT 25000 CASA OF THE 11TH JUDICIAL CIRCUIT PO BOX 1142 LEWISBURG WV 24901 501(C)3 GRANT 30000 CHARLESTON BALLET 100 CAPITOL STREET CHARLESTON WV 25301 501(C)3 GRANT 5000 CHARLESTON LIGHT OPERA GUILD 411 TENNESSEE AVE CHARLESTON WV 25302 501(C)3 GRANT 15000 CHESTNUT MOUNTAIN RANCH 244 PONDEROSE PONDS RD MORGANTOWN WV 26508 501(C)3 GRANT 6000 CHILD AND YOUTH ADVOCACY CENTER 212 WASHINGTON ST LEWISBURG WV 24901 501(C)3 GRANT 15000 CHILDREN'S HOME SOCIETY OF WV 9579 SENECA TRAIL S LEWISBURG WV 24901 501(C)3 GRANT 30000 CHRISTMAS AT THE FAIR-THE STATE FAIR OF WV PO DRAWER 986 LEWISBURG WV 24901 501(C)3 GRANT 1000 CITY OF RONCEVERTE 200 W MAIN ST RONCEVERTE WV 24970 GOV GRANT 10000 COMMUNITIES IN SCHOOLS OF GREENBRIER COUNTY PO BOX 1188 LEWISBURG WV 24901 501(C)3 GRANT 30000 COMPASS PREP PO BOX 1632 MORGANTOWN WV 26505 501(C)3 GRANT 15000 COVENANT HOUSE 600 SHRESBURY ST 1 CHARLESTON WV 25301 501(C)3 GRANT 15000 DAVIS-STUART INC 163 COTTAGE DR LEWISBURG WV 24901 501(C)3 GRANT 10000 FAMILY REFUGE CENTER 540 N JEFFERSON ST LEWISBURG WV 24901 501(C)3 GRANT 15000 GATEWAY INDUSTRIES INC 787 E EDGAR AVE RONCEVERTE WV 24970 501(C)3 GRANT 9960 GREENBRIER COUNTY 4-H LEADERS ASSOCIATION PO BOX 586 LEWISBURG WV 24901 501(C)3 GRANT 30000 GREENBRIER COUNTY COMMITTEE ON AGING 1003 GREENBRIER AVENUE RUPERT WV 25984 501(C)3 GRANT 4000 GREENBRIER COUNTY SCHOOLS 653 CHURCH ST LEWISBURG WV 24901 501(C)3 GRANT 15000 GREENBRIER COUNTY SCHOOL FOUNDATION 400 NORTH LEE STREET LEWISBURG WV 24901 501(C)3 GRANT 6000 GREENBRIER COUNTY YOUNG LIFE PO BOX 5186 BOONE IA 50950 501(C)3 GRANT 5000 GREENBRIER HISTORICAL SOCIETY 814 W WASHINGTON ST LEWISBURG WV 24901 501(C)3 GRANT 10000 GREENBRIER HUMANE SOCIETY 151 HOLLIDAY LANE LEWISBURG WV 24901 501(C)3 GRANT 10000 GREENBRIER PUBLIC LIBRARY 152 ROBERT MCCORMICK DRIVE LEWISBURG WV 24901 501(C)3 GRANT 5000 GREENBRIER REPERTORY THEATRE COMPANY 1038 WASHINGTON ST E LEWISBURG WV 24901 501(C)3 GRANT 20000 GREENBRIER VALLEY COMMUNITY FOUNDATION PO BOX 1682 LEWISBURG WV 24901 501(C)3 GRANT 20000 HIGH ROCKS ACADEMY 195 THOMPSON RD HILLSBORO WV 24946 501(C)3 GRANT 10000 HOOPS FAMILY CHILDREN'S HOSPITAL 1340 HAL GREER BLVD HUNTINGTON WV 25701 501(C)3 GRANT 50000 LARRY JOE HARLESS COMMUNITY CENTER 107 LAFAYETTE STREET LEWISBURG WV 24901 501(C)3 GRANT 25000 LEWISBURG LITERARY GROUP 905 WASHINGTON ST W STE D LEWISBURG WV 24901 501(C)3 GRANT 5000 MAKE-A-WISH FOUNDATION 1031 QUARRIER STREET CHARLESTON WV 25301 501(C)3 GRANT 10000 MEMORIAL SLOAN-KETTERING CANCER 633 THIRD AVE 28TH FL NEW YORK NY 10017 501(C)3 GRANT 50000 MISSION FOR MIRACLES 30 CARRIAGE WAY HURRICANE WV 25526 501(C)3 GRANT 10000 ON EAGLE'S WINGS INC 371 OPEKISKA RIDGE RD FAIRMONT WV 26554 501(C)3 GRANT 10000 RONALD MCDONALD HOUSE OF MORGANTOWN 841 COUNTRY CLUB DR MORGANTOWN WV 26505 501(C)3 GRANT 5000 RONCEVERTE LIONS CLUB 720 RONCEVERTE AVE RONCEVERTE WV 24970 501(C)3 GRANT 5000 RONCEVERTE PUBLIC LIBRARY 120 MAIN ST W RONCEVERTE WV 24970 501(C)3 GRANT 5000 SHEPHERD'S CENTER 214 E WASHINGTON ST LEWISBURG WV 24901 501(C)3 GRANT 7500 TAMARACK FOUNDATION FOR THE ARTS 1116 SMITH ST SUITE 410 CHARLESTON WV 25301 501(C)3 GRANT 2500 UNION CHURCH PO BOX 1006 LEWISBURG WV 24901 501(C)3 GRANT 10000 WELLSPRING OF GREENBRIER INC 524 NICHOLAS ST RUPERT WV 25984 501(C)3 GRANT 10000 WEST VIRGINIA SCHOOL OF OSTEOPATHIC MEDICINE 400 N LEE ST LEWISBURG WV 24901 501(C)3 GRANT 7500 WV INDEDPENDENT COLLEGES AND UNIVERSITIES PO BOX 7058 CHARLESTON WV 25356 501(C)3 GRANT 10000 WV MUSIC HALL OF FAME 1427 LEE ST E CHARLESTON WV 25301 501(C)3 GRANT 5000 WVU FOUNDATION 1 WATERFRONT PL 7TH FLOOR MORGANTOWN WV 26501 501(C)3 GRANT 25000 WVU FOUNDATION CANCER INSTITUTE 44 MEDICAL CENTER DRIVE MORGANTOWN WV 26506 501(C)3 GRANT 50000 WVU FOUNDATION CHILDREN'S HOSPITAL ROBERT C BYRD HEALTH CENTER MORGANTOWN WV 26501 501(C)3 GRANT 50000 WVU FOUNDATION EQUINE STUDIES PO BOX 6108 MORGANTOWN WV 26506 501(C)3 GRANT 15000 837210 0 14 176347 14 309089 18 706578 0 1192014 0 1192014 0 0 0 0 0 0 0 0 0 0 LEGAL & ACCOUNTING FEES 9690 0 0 5,000 SH ISHARES TRUST ISHARES PREFERRED AND INCOME SECURITIES PFF 193720 157200 100,000 PAR VALUE NATIONAL RURAL UTILITY CORP BOND 2.85% A- 99678 99814 100,000 PAR VALUE BANK OF AMERICA CORP BOND 5.55% A- 100000 99388 150,000 PAR VALUE GLOBE LIFE INC CORP BOND 4.8% A 148785 144543 150,000 PAR VALUE GOLDMAN SACHS GROUP INC CORP BOND 4.25 08/16/2029-2023 BBB 150000 147836 150,000 PAR VALUE INTERCONTINENTAL EXCHANGE INC CORP BOND 4% 09/15/2027-2027 148334 147620 150,000 PAR VALUE PNC FINANCIAL SERVICES GROUP CORP BOND 2.2% A- 149512 152606 150,000 PAR VALUE SIMON PROPERTY GROUP INC CORP BOND 2.2% 03/01/2031-2030 A- 148590 127598 150,000 PAR VALUE STATE STREET CORP BOND 3.55% A RATING 149977 149099 50,000 PAR VALUE TD AMERITRADE HLDG CORP CORP A- 49500 49793 100,000 PAR VALUE WSFS FINACIAL CORP CORP BOND 2.75% NR RATING 100000 95000 90,000 PAR VALUE WELLS FARGO CORP & COMPANY CORP BOND 3.55% BBB+ 90176 89288 150,000 PAR VALUE ELEVANCE HEALTH, INC. CORP BOND 4.101% 03/01/2028-2027 A 149072 146688 150,000 PAR VALUE BIO-RAD LABORATORIES INC CORP BOND 3.3% 03/15/2027-2027 BB 149040 145092 80,000 PAR VALUE STRYKER CORP BOND 3.375% BBB+ 79707 79200 150,000 PAR VALUE CENTERPOINT ENER HOUSTON CORP BOND 4.45% A 148755 142775 150,000 PAR VALUE BARCLAYS BANK PLC FOREIGN BOND A+ 149625 152408 200,000 PAR VALUE HSBC FOREIGN BOND 2.357% A- 200550 170358 100,000 PAR VALUE TORONTO-DOMINION BANK FOREIGN BOND 100% 07/29/2027-2024 A 100000 97296 800 SH AMAZON.COM INC AMZN 105502 175512 250 SH COSTCO WHOLESALE CORP 133201 229068 1,200 SH COLGATE PALMOLIVE CO CL 33804 109092 800 SH PEPSICO INC PEP 45689 121648 800 SH PROCTER & GAMBLE CO PG 43639 134120 1,200 ISH SELECT DIVIDEND ETF DVY 101837 157548 1,400 SH ISHARES RUSSELL 2000 ETF 275173 309344 7,000 ISH SILVER TRUST SLV 170455 184310 500 SPDR S&P 400 ETF TRUST SPY 179154 293040 2,000 SH CAMECO CORP CORP CCJ 111761 102780 900 SH CHEVRON CORPORATION CVX 53776 130356 1,000 SH EXXON MOBIL CORP XOM 74725 107570 2,500 SPDR ENERGY SELECT SECTOR ETF FUND LARGE CAP EQUITY XLE 132801 214150 3,000 ALERIAN ETF MLP AMLP 138152 144480 1,500 SH FIRST TRUST NASDAQ-100 EQUAL WEIGHT INDEX ETF 152807 187440 1,500 SH INVESCO ETF RZV 134291 167049 1,000 ISHARES CORE HIGH DIVIDEND ETF HDV 102643 112260 4,000 ISH BITCOIN TRUST ETF IBIT 149964 212200 2,000 SPDR S&P REGIONAL BANKING ETF KRE 97735 120700 4,000 SH SPDR FINANCIAL SELECT SECTOR ETF FUND XLF 61509 193320 1,000 SH JOHNSON & JOHNSON COM JNJ 60830 144620 1,800 SH ROBO GLOBAL ROBOTICS AUTOMATION ETF ROBO 98859 101268 1,200 SH SPDR INDUSTRIAL SELECT SECT ETF FUND XLI 89925 158112 1,000 SH WASTE MANAGEMENT INC WM 30006 201790 1,000 SH ALPHABET INC CLASS A COMMON STOCK GOOGL 15751 189300 1,400 SH APPLE INC COMMON STOCK AAPL 13318 350588 1,000 SH MICROSOFT MSFT 89265 421500 1,000 SH NVIDIA CORP NVDA 133680 134290 2,500 PALANTIR TECHNOLOGIES INC. COMMON STOCK PLTR 92901 189075 3,000 SH GLOBAL X US INFRASTRUCTURE ETF PAVE 60143 121230 5,000 ISH GOLD TRUST ETF IAU 176504 247550 14,048.694 SH NATIXIS LOOMIS SAYLESS STRATEGIC INCOME - CLASS Y NEZYX 199300 168865 12,000 SH NATIXUS VAUGHAN NELSON ABSOLUTE STRATEGIES - CLASS Y LASYX 121950 114360 750 SH NEXSTAR MEDIA GROUP INC COMMON STOCK NXST 120923 118478 6,500 THE WENDY'S CO COMMON STOCK WEN 125124 105950 4,000 ENERGIZER HOLDINGS INC COMMON STOCK ENR 153965 139560 1,200 POST HLDGS, INC. COMMON STOCK POST 126113 137352 1,000 SH DIAMONDBACK ENERGY INC COMMON STOCK FANG 95627 163830 5,400 SH KINDER MORGAN INC. COMMON KMI 90022 147960 600 SH CME GROUP INC CME 129477 139338 800 SH INTERACTIVE BROKERS GROUP INC IBKR 66486 141336 800 SH JP MORGAN CHASE & CO COMMON JPM 23108 191768 1,300 SH WINTRUST FINANCIAL CORP WTFC 108711 162123 3,200 SH BRISTOL MYERS SQUIBB CO COMMON BMY 186604 180992 1,160 SH DAVITA INC COMMON STOCK DVA 84989 173478 2,500 SH HALOZYME THERAPEUTICS INC COMMON STOCK HALO 140936 119525 1,900 SH MERIT MEDICAL SYSTEM INC 132170 183768 1,200 SH ZIMMER BIOMET HOLDINGS INC ZBH 154266 126756 1,700 BRINKS CO BCO 116830 157709 800 SH GENUINE PARTS CO GPC 136844 93408 200 SH UNITED RENTALS INC URI 27416 140888 5,600 SH DXC TECHNOLOGY CO COMMON STOCK DXC 130256 111888 1,400 SH IRON MOUNTAIN INC COMMON STOCK IRM 42070 147154 600 SH SALESFORCE INC. CRM 122025 200598 1,200 SH WESTERN DIGITAL WDC 79902 71556 350 WEX INC COMMON STOCK WEX 55813 61362 5,600 SH GRAPHIC PACKAGING HOLDING CO COMMON STOCK GPK 136154 152096 500 SH VALMONT INDUSTRIES INC VMI 143734 153335 600 SH AMERICAN ELECTRIC PWR INC COMMON AEP 52679 55338 2,400 SH ENTERGY COREP ETR 90089 181968 151 SH MCDONALD CORP COMMON STOCK 32298 43773 99 TARGET CORP COM TGT 16821 13383 251 SH PROCTER & GAMBLE CO COMMON 33106 42080 1,931 ISHARES CORE S&P SMALL CAP ETF ISHARES TR 158462 222490 324 SH CHEVRON CORPORATION 31751 46928 253 SH EOG RESOURCES INC EOG 31787 31013 3,256 SH MSCI EM EX CHINA INDEX ETF EMXC 161444 180545 24 SH BLACKROCK INC 20675 24603 544 SH US BANCORP 24885 26020 294 SH ABBOTT LABORATORIES COMMON STOCK 32342 33254 137 SH AMGEN INC.COM 34039 35708 203 SH JOHNSON & JOHNSON.COM 31774 29358 137 PFIZER INC COMMON PFE 5612 3635 147 SH QUEST DIAGNOSTICS INC (DGX) 20604 22176 22 SH CUMMINS INC CMI 5625 7669 219 SH DOVER CORP COM 25971 41084 106 SH GENERAL DYNAMICS CORP COMMON STOCK 20799 27930 84 UNITED PARCEL SERVICE INC 16633 10592 234 SH WASTE MANAGEMENT INC NEW 27931 47219 277 SH APPLE INC COMMON STOCK 31427 69366 659 SH CISCO SYSTEM INC 32776 39013 794 SH CORNING INC 27876 37731 817 SH IRON MOUNTAIN INC COMMON STOCK 26198 85875 142 SH MICROSOFT 32842 59853 111 SH TEXAS INSTRUMENTS INC 20737 20814 109 SH AIR PRODS & CHEMS INC COMMON STOCK 32395 31614 16,922.661 SH FIDELITY MID CAP INDX-INS PR 419296 577981 16,354.514 SH VANGUARD HIGH YIELD DIVIDEND IND ADM 400040 629158 3,877.419 SH VANGUARD GROWTH INDEX FUND 446004 819027 80,883.789 SH BAIRD AGGREGATE BOND FUND 900676 780529 12,586.009 SH FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND INST CLASS #900 121609 111512 9,516.781 JOHCM INTERNATIONAL SELECT FUND 263973 217268 2,066 SH ISHARES CORE U.S. AGGREGATE BOND ETF AGG 208101 200195 1335 ISHARES SHORT TREASURY BOND ETF SHV 146568 146997 300132 299765 0 0 BANK SERVICE FEES 1526 0 0 OTHER EXPENSES 1457 1457 0 UNREALIZED GAINS 6616 INVEST. MGMT FEES 121099 121099 0 FOREIGN TAXES 1233 1233 0