2025-08-20T10:12:03-04:00 2024-12-31 261508076 PROFFITT & ASSOCIATES 145 GEORGE STREET STE E BECKLEY WV 258012643 990PF 2024-01-01 262866189 THE CLINE FAMILY FDN INC CLIN 3042554998 3825 PGA BLVD SUITE 1005 PALM BEACH GARDENS FL 33410 CANDICE CLINE KENAN EXECUTIVE DIRECTOR 3042554998 2025-08-20 true false CYNTHIA R BOWER P01265133 3042554998 2025-08-20 2024 2025-03-06 01:10:19Z X 40366125 X X 297489 297489 297489 952172 952172 952172 2203149 7697465 3452810 1249661 1249661 197694 197694 4900 4900 156090 156090 1052 1052 359736 359736 0 1202500 1202500 1562236 359736 1202500 1890574 889925 1249661 1282 122389 122389 100020 1929643 100020 100020 33547849 40143716 40143716 35478774 40366125 40366125 55609 16748 55609 16748 X 35423165 40349377 35423165 40349377 35478774 40366125 35423165 1890574 3035638 40349377 40349377 12370 12370 12370 X 17 12387 false false false false false false false true DE true false false false false true N/A CYNTHIA R BOWER 3042554998 145 GEORGE ST SUITE E BECKLEY WV 25801 false false false false false false false false false false false false false true false false false false false false false CANDICE CLINE KENAN 2402 BLACKGROUND ROAD JOHNS ISLAND SC 29455 EXECUTIVE DI 20.00 151116 0 0 CHRISTOPHER L CLINE 12244 TILLINGHAST CIRCLE PALM BEACH GARDENS FL 33418 OFFICER 5.00 46578 0 0 NONE NONE N/A 29769556 103266 8880862 38753684 38753684 581305 38172379 1908619 1908619 12370 12370 1896249 1896249 1896249 1202500 1202500 1896249 659788 659788 1202500 1202500 659788 659788 33961 CLINE FAMILY FOUNDATION 3825 PGA BOULEVARD SUITE 1005 PALM BEACH GARDENS FL 33410 5616264999 NONE SPECIFIED NONE SPECIFIED ORGANIZATIONS THAT QUALIFY AS AN EXEMPT ORGANIZTION UNDER IRC 501(C)(3) BECKLEY AREA FOUNDATION 192 MAIN ST BECKLEY WV 25801 GENERAL PURPOSE 20000 JUNIOR ACHIEVEMENT OF GREATER SOUTH 2711 MIDDLEBURG DRIVE ST COLUMBIA SC 29204 GENERAL PURPOSE 25000 POWERCROSS 1133 W FRONT ST STATESVILLE NC 28677 GENERAL PURPOSE 125000 VIRGINIA EPISCOPAL SCHOOL 400 VES ROAD LYNCHBURG VA 24503 GENERAL PURPOSE 100000 THE SALVATION ARMY 312 S FAYETTE STREET BECKLEY WV 25801 PLEDGE 312500 WVU CHILDRENS HOSPITAL WVU FOUNDATION ONE WATERFRONT PLACE PO BOX 1650 MORGANTOWN WV 26507 PLEDGE 200000 TAKE STOCK IN THE CHILDREN 1896 PALM BEACH LAKES BLV WEST PALM BEACH FL 33409 PLEDGE 100000 GOOD FRIENDS OF THE LOW COUNTRY 164 MARKET STREET SUITE 1 CHARLESTON SC 29401 GENERAL PURPOSE 10000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 GENERAL PURPOSE 10000 THE SALVATION ARMY 312 S FATETTE STREET BECKLEY WV 25801 GENERAL 4500 THE CHANNING JOY FOUNDATION PO BOX 187 CONCORD NC 28025 GENERAL 65000 CHARLESTON COLLEGIATE 2024 ACADEMY RD JOHNS ISLAND SC 294554437 GENERAL 5000 CHILDRENS MUSEUM OF THE LOW COUNTRY 25 ANN ST CHARLESTON SC 29403 GENERAL 60000 NICKLAUS CHILDRENS HOSPITAL 3100 SW 62ND AVE MIAMI FL 33155 GENERAL 100000 AUTISM DISCOVERY & TREATMENT FOUNDA 4045 E UNION HILLS DR STE 116 PHOENIX AZ 85050 GENERAL 45000 ALEX'S LEMONADE STAND FOUNDATION 333 E LANCASTER AVE 414 WYNNEWOOD PA 19096 GENERAL 500 VICTORY FARM 5071 VICTORY TRAIL GASTONIA NC 28056 GENERAL 5000 THE AUTISM COMMUNITY IN ACTION 17752 SKY PARK CIR STE 140 IRVINE CA 92612 GENERAL 5000 CHRIST FELLOWSHIP CHURCH 5343 NORTHLAKE BLVD PALM BEACH GARDENS FL 33418 GENERAL 5000 HISTORIC CHARLESTON FOUNDATION 40 EAST BAY STREET CHARLESTON SC 29401 GENERAL 5000 1202500 297489 952172 2203149 3452810 3452810 false false false false false false false false false false ACCOUNTING FEES 4900 4900 FIDELITY BROKERAGE 2024-01 PURCHASE 2024-12 1988410 1927702 60708 FIDELITY BROKERAGE 2021-05 PURCHASE 2024-12 2021427 1168914 852513 FIDELITY BROKERAGE 2021-04 PURCHASE 2024-12 3616865 2283440 1333425 ECHO STREET CAPITAL 2022-06 PURCHASE 2024-12 11294 -11294 INCLINE GLOBAL ST 2024-01 PURCHASE 2024-12 70763 70763 VOLORIDGE ST LOSS 2024-01 PURCHASE 2024-12 102966 -102966 EQUITY - VOLORIDGE SUSTAINABILITY FU 2238484 2238484 EQUITY - PFMP-KF77 INVESTORS LLC 861955 861955 ECHO STREET SELECT PLUS OFFSHORE LTD EQUITY-PFMP-KF96 INVESTORS LLC 296222 296222 TABOR OFFSHORE OPPORTUNITIES LTD 2476970 2476970 ROMARK CREDIT FUNDING II 1000000 1000000 SROA FUND VIII, LP 1781483 1781483 INCLINE GLOBAL OFFSHORE LTD EQUITY-AS HOLDING INC. 325000 325000 EQUITY - FIDELITY APS LABS EQUITY - FIDELITY 663-023966 27555454 27555454 FIDELITY DIGITAL ASSET SERVICES LLC 3416246 3416246 ECHO STREET SPV4 191902 191902 EXPENSES OTHER TAXES & LICENSES 316 316 OTHER PORTFOLIO 736 736 UNREALIZED INV GAIN LOSS 3035638 MANAGEMENT FEE PRIVATE INV. 27929 27929 BROKERAGE FEES 33713 33713 MANAGEMENT FEE 89590 89590 LEGAL FEES 4858 4858