2025-11-14T14:44:59-06:00 2024-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990PF 2024-01-01 611165142 HENRY DAVIDSON FITZPATRICK JR CHAR TR HENR 6068861312 PO BOX 326 PRESTONBURG KY 41653 FRANKLIN D FITZPATRICK MANAGING TRUSTEE 6068861312 2025-11-14 1 1 MELINDA L HECK P01392306 5024269660 2025-11-13 2024 2025-03-06 01:10:19Z X 465687 X X 6431 6431 117465 189282 117465 123896 123896 0 0 0 2100 0 2100 342 342 0 2 0 2 2444 342 2102 25350 25350 27794 342 27452 96102 123554 879 4201 4201 318 108 108 192435 285425 461378 193632 289734 465687 0 0 X 193632 289734 193632 289734 193632 289734 193632 96102 0 289734 0 289734 43.516 VANGUARD TOTAL STK MKT P 2024-01-09 5000 1990 3010 3010 16.965 VANGUARD TOTAL STK MKT P 2024-01-26 2000 776 1224 1224 1248.543 VANGUARD TOTAL STK MKT P 2024-02-20 150000 57097 92903 92903 31.865 VANGUARD TOTAL STK MKT P 2024-03-25 4000 1457 2543 2543 8.01 VANGUARD TOTAL STK MKT P 2024-05-07 1000 366 634 634 4.634 VANGUARD SMALL CAP P 2024-05-21 500 456 44 44 3.906 VANGUARD TOTAL STK MKT P 2024-05-21 500 179 321 321 77.059 VANGAURD TOTAL STK MKT P 2024-06-14 10000 3524 6476 6476 CASH IN LIEU P 2024-07-22 18 18 18 9.233 VANGUARD SMALL CAP P 2024-08-15 1000 909 91 91 7.538 VANGUARD TOTAL STK MKT P 2024-08-15 1000 345 655 655 47.125 VANGUARD TOTAL STK MKT P 2024-09-11 6264 2155 4109 4109 21.415 VANGUARD TOTAL STK MKT P 2024-10-17 3000 979 2021 2021 34.636 VANGUARD TOTAL STK MKT P 2024-11-08 5000 1584 3416 3416 117465 1717 0 1717 0 1717 240 0 0 0 240 X 0 1477 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 0 1 N/A FRANKLIN D FITZPATRICK 6068861312 PO BOX 326 PRESTONSBURG KY 41653 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRANKLIN D FITZPATRICK PO BOX 326 PRESTONSBURG KY 41653 MANAGING TRUSTEE 7.00 0 0 0 NONE 0 NONE 0 0 437056 2540 0 439596 0 0 439596 6594 433002 21650 21650 1717 1717 19933 0 19933 0 19933 27452 0 27452 19933 0 0 9176 1907 3673 7658 22414 27452 0 0 0 19933 7519 0 0 29933 0 0 0 0 0 0 9176 20757 1907 3673 7658 7519 X APPALRED LEGAL AID 120 N FRONT STREET PRESTONSBURG KY 41653 NONE PUBLIC CHARITY COMMUNITY SUPPORT 1250 CENTRE COLLEGE 600 W WALNUT ST DANVILLE KY 40422 NONE SCHOOL EDUCATIONAL PROGRAMS 3200 DEWEY DAM DOG AND CAT PROTECTION SOCIETY PO BOX 1502 PRESTONSBURG KY 41653 NONE PUBLIC CHARITY COMMUNITY SUPPORT 1750 GOD'S PANTRY FOOD BANK 65 RESOURCE DR PRESTONSBURG KY 41653 NONE PUBLIC CHARITY COMMUNITY SUPPORT 1750 PRESTONSBURG FIRST UNITED METHODIST CHURCH 256 S ARNOLD AVE PRESTONSBURG KY 41653 NONE CHURCH COMMUNITY SUPPORT 8500 ST VINCENT MISSION PO BOX 232 DAVID KY 41616 NONE PUBLIC CHARITY COMMUNITY SUPPORT 1000 THE METHODIST HOME OF KENTUCKY 2520 LEXINGTON RD VERSAILLES KY 40383 NONE PUBLIC CHARITY COMMUNITY SUPPORT 1500 THE OAK HILL SCHOOL 4815 FRANKLIN PIKE NASHVILLE TN 37220 NONE SCHOOL EDUCATIONAL PROGRAMS 1600 WEST END UNITED METHODIST CHURCH 220 WEST END AVENUE NASHVILLE TN 37203 NONE CHURCH COMMUNITY SUPPORT 1000 WOODBERRY FOREST SCHOOL 898 WOODBERRY FOREST RD WOODBERRY FOREST VA 22989 NONE SCHOOL EDUCATIONAL PROGRAMS 1600 FLOYD COUNTY ANIMAL SHELTER 545 SALLY STEPHENS BRANCH PRESTONSBURG KY 41653 NONE PUBLIC CHARITY COMMUNITY SUPPORT 250 GOD'S APPALACHIAN PARTNERSHIP PO BOX 326 PRESTONSBURG KY 41653 NONE PUBLIC CHARITY COMMUNITY SUPOPRT 250 FOOTPRINTS MINISTRY OF EASTERN KY PO BOX 772 MARTIN KY 41649 NONE PUBLIC CHARITY COMMUNITY SUPPORT 200 JULIE OSBORNE LESTER SCHOLARS - BIG SANDY COMMUNITY AND TECHNICAL 1 BERT T COMBS DR PRESTONSBURG KY 41653 NONE SCHOOL EDUCATIONAL PROGRAMS 250 CHEEKWOOD 1200 FORREST PARK DRIVE NASHVILLE TN 37205 NONE PUBLIC CHARITY COMMUNITY SUPPORT 500 NORTON HEALTHCARE FOUNDATION 4965 US HWY 42 STE 1000 LOUISVILLE KY 40222 NONE PUBLIC CHARITY COMMUNITY SUPPORT 250 HOLSTON CONFERENCE PO BOX 850 ALVA TN 37701 NONE CHURCH FLOOD RELIEF 500 25350 0 14 6431 18 117465 0 123896 0 123896 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2100 0 2100 VANGUARD INVESTMENT ACCOUNT AT COST 285425 461378 MISCELLANEOUS 2 0 2 FEDERAL EXCISE TAX 342 342 0