2025-04-23T09:40:35-04:00 2024-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2024-01-01 556016455 Evan G Roberts Charitable Trust % Patricia L Watson EVAN 3042852361 466 Chestnut Ridge Road Morgantown WV 26505 PATRICIA L WATSON SR VICE PRESIDENT 3042852361 2025-02-28 false true ROBERT J KRALL P00051635 3042422300 2025-04-23 X 2024 2025-03-06 01:10:19Z X 3583915 X 14675 X 3499 3499 71080 71080 62550 242115 62550 151804 137129 27457 10882 16575 5250 5250 14802 127 4422 4422 51931 15431 21825 169717 169717 221648 15431 191542 -69844 121698 0 6 3 3 54455 49233 49233 1819109 1696478 2532490 1060295 1118307 1002189 2933865 2864021 3583915 0 0 X 2933865 2864021 2933865 2864021 2933865 2864021 2933865 -69844 2864021 2864021 Publicly Traded Securities P 144547 110110 34437 34437 Publicly Traded Securities P 71515 69455 2060 2060 LT Capital Gain P 18547 18547 18547 ST Capital Gain P 7506 7506 7506 62550 1692 0 1692 0 1692 800 800 892 false false false false false false false true true WV true false false false false true Patricia L Watson Vice President 3042852361 466 Chestnut Ridge Road Morgantown WV 26505 false false false false false false false false false false false false false false false false false false false false false Scot Martin Rogerson 942 S STREET NW Washington DC 20001 CO-TRUSTEE 0.20 5693 0 0 TRUIST 466 CHESTNUT RIDGE ROAD Morgantown WV 26505 CO-TRUSTEE 3.00 21764 0 0 NONE 0 NONE 0 3444953 65659 0 3510612 0 0 3510612 52659 3457953 172898 172898 1692 1692 171206 171206 171206 191542 191542 171206 153285 2021 191542 153285 7973 30284 140922 Patricia L Watson Sr Vice Preside Truist Wealth 446 Chestnut Ridge Rd Morgantown WV 26505 3042852361 plwatson@truist.com Contact Patricia L Watson for Application form None All Distributions from the Evan G Roberts Charitable Trust must be to well established charitable, religious or educational institutions located within Marshall County West Virginia, which are exempt from taxation under Section 501(C), and described in section 170(c) of the Internal Revenue Code STRAND THEATRE PRESERVATION SOCIETY 804 15th Street Moundsville WV 26041 NA PC General Purposes 11535 FIRST PRESBY CHURCH OF MOUNDSVILLE PO BOX 54 Glen Dale WV 26038 NA PC General Purposes 13550 MARSHALL COUNTY SCHOOLS 1000 3RD ST Moundsville WV 26041 NA PC Moundsville Middle Band Instruments 12000 MOUNDSVILLE PARKS RECREATION PO BOX 578 Moundsville WV 26041 NA PC Shades for Pavilions at Grand Vue 10494 MOUNDSVILLE MARSHALL CTY PUB LIBRY 820 6TH STREET Moundsville WV 26041 NA GOV Summer Reading Program 8800 MARSHALL COUNTY ANIMAL RESCUE 700 5th St Moundsville WV 26041 NA PC Intake Room 28800 HAVEN MATERNITY HOME 37 ANIMAL SHELTER DR Moundsville WV 26041 NA PC Security & Fire Alarm System 31483 SHEPHERDS PANTRY IN MARSHALL COUNTY 601 JEFFERSON AVENUE Moundsville WV 26041 NA PC Food Pantry 5800 MOUNDSVILLE VETERAN HONORS GUARD 801 1ST STREET Moundsville WV 26041 NA PC GENERAL PURPOSES 4000 RAISE THE ARENA 811 5TH STREET Moundsville WV 26041 NA PC GENERAL PURPOSES 15000 SIMPSON UNITED METHODIST CHURCH 800 7TH STREET Moundsville WV 26041 NA PC ELEVATOR REPAIRS 18656 OHIO VALLEY NIGHT TO SHINE 2398 DOWLER ROAD Moundsville WV 26041 NA PC GENERAL OPERATIONS 9600 169718 0 14 3499 14 71080 18 62551 137130 137130 false false false false false false false false false false HMHY 5250 0 0 5250 The organization reported $7,973 of undistributed 2022 income on its 2023 Form 990-PF and timely filed Form 4720 and reported the undistributed income and paid the initial excise tax on the same. The organization hereby elects under Regulations Section 53.4942(a)-3(e)(2) to apply $7,973 of 2024 distributions toward the 2022 undistributed income to correct the undistributed income remaining from 2022. 26816 SHS ISHARES ESG US CORP 669547 609260 8461 SHS ISHARES ESG US AGGREG 448760 392929 598 SHS ALPHABET INC 45799 113201 701 SHS AMAZONCOM INC 62445 153792 149 SHS APPLE 10463 37313 174 SHS APPLIED MATERIALS INC 25273 28298 708 SHS ARISTA NETWORKS INC 21867 78256 843 SHS BANK OF AMERICA CORP 26222 37050 90 SHS BECTON DICKERSON 23641 20418 193 SHS BERKSHIRE HATHAWAY INC 57656 87483 163478 SHS CALVERT EQUITY FUN 135000 151103 190 SHS CENCORA INC 31299 42689 182 SHS CIGNA GROUP 50205 50257 359 SHS COLGATE PALMOLIVE 28418 32637 1558 SHS COMPASS GROUP PLC 36074 52333 33 SHS COSTCO WHOLESALE CORP 16608 30237 727 SHS COTERRA ENERGY INC 17807 18568 649 SHS CSX CORP 20375 20943 85 SHS DANAHER CORP 19677 19512 148 SHS FISERV INC 14482 30402 423 SHS GODADDY INC 31277 83488 28 SHS HOME DEPOT INC 8461 10892 9 SHS INEXX LABS INC 0 0 394 SHS INTERACTIVE BROKERS GR 33101 69608 38 SHS INTUIT INC 14581 23883 52 SHS IQVIA HOLDINGS 10304 10219 766 SHS KYNDRYL HOLDINGS INC 24968 26504 3064 SHS ISHARES TR ESG AWARE 211217 233293 164 SHS JP MORGAN CHASE 14910 39312 118 SHS MASTERCARD 35686 62135 267 SHS MICROSOFT 55606 112541 386 SHS NATIONAL GRID PLC 23418 22936 210 SHS OTIS WORLDWIDE CORP 16412 19448 4216829 SHS PARNASSUS MID CAP 124439 158511 256 SHS PROGRESSIVE CORP 32186 61340 591 SHS ROCHE HLDGS LTD 23850 20614 71 SHS SHERWIN WILLIAMS CO 17005 24135 700 SHS SPDR BLOOMBERG 0 0 222 SHS TEXAS INSTRUMENTS 37813 41627 22 SHS UNITED RENTALS INC 7774 15498 786576 SHS VANGUARD FTSE SOC 300000 443629 1839 SHS VESTA WINDS SYSTEMS 16040 8331 38 SHS WW GRAINGER 14119 40054 85 SHS ZEBRA TECHNOLOGIES 0 0 GTS & ADR Fees 93 93 0 0 Neuberger Berman Advisor fee 4329 4329 0 0 Foreign Tax 127 127 0 0 Tax due 12283 0 0 0 4720 excise tax penalty 2392 0 0 0