2026-07-16T13:38:05-05:00 2025-12-31 381407377 HONIGMAN LLP 321 NORTH CLARK STREET SUITE 500 CHICAGO IL 60654 990PF 2025-01-01 823713567 PHILLIPS FAMILY FOUNDATION PHIL 3122423305 1513 HARRISON AVE SUITE A3 ELKINS WV 26241 CRAIG PHILLIPS PRESIDENT 3122423305 2026-07-08 1 JOHN WIKTOR P01508083 3127019354 2025 2025-03-06 01:10:19Z X 1544059 X X 13 13 34927 34927 99484 141231 99484 134424 134424 0 0 0 3849 3849 0 10681 10681 0 14530 14530 0 61621 61621 76151 14530 61621 58273 119894 85011 5547 5547 92485 92485 1013837 1059089 1446027 1098848 1157121 1544059 0 0 X 0 0 0 0 1098848 1157121 1098848 1157121 1098848 1157121 1098848 58273 0 1157121 0 1157121 1029.715 SHS AFMBX P 2025-04-29 34980 27865 7115 7115 513 SHS AFMBX P 2025-10-23 20069 13882 6187 6187 CAPITAL GAINS DIVIDENDS P 86182 86182 86182 99484 1667 0 1667 0 1667 0 0 0 0 0 63 1730 0 0 0 0 0 0 0 0 0 0 0 1 WV 1 0 0 0 0 1 N/A CRAIG PHILLIPS 3122423305 1513 HARRISON AVE STE A3 ELKINS WV 26251 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CRAIG PHILLIPS 1513 HARRISON AVE STE A3 ELKINS WV 26241 PRESIDENT 1.00 0 0 0 DEBRA S O'NEAL 1513 HARRISON AVE STE A3 ELKINS WV 26241 TREASURER 1.00 0 0 0 CHERRI L STURM 281 LEE ST BELLINGTON WV 26250 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 1452066 19804 0 1471870 0 0 1471870 22078 1449792 72490 72490 1667 1667 70823 0 70823 0 70823 61621 0 61621 70823 57661 0 0 61621 57661 0 0 3960 0 0 0 0 0 0 0 0 66863 0 0 0 CRAIG PHILLIPS X ADALAND MANSION 324 MANSION DR PHILIPPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1500 ALMOST HEAVEN BBQ BASH PO BOX 2054 BUCKHANNON WV 26201 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 ANIMAL FRIENDS OF BARBOUR COUNTY RR 3 BOX 26D PHILIPPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 70 ANNIE SMITES 247 MAPLE STREET PHILIPPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 ARDEN SCHOOLHOUSE INC 230 N RIVER RD PHILIPPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 BARBOUR COUNTY 4H LEADERS 16348 BARBOUR CO HWY USDA BLDG PHILIPPI WV 26416 N/A SO II TO FURTHER THE PURPOSE OF THE RECIPIENT 500 BARBOUR COUNTY SHERIFFS ASSN 26 NORTH MAIN STREET PHIIPPI WV 26416 N/A GOV TO FURTHER THE PURPOSE OF THE RECIPIENT 500 BARBOUR COUNTY FAIR 227 FAIRGROUNDS WY BELINGTON WV 26250 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 3000 BARBOUR COUNTY LIVESTOCK PO BOX 501 CAMDEN WV 26338 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 2136 BARBOUR COUNTY STRUTTERS 891 PHILLIPS ROAD PHILIPPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 800 BELINGTON VOL FIRE DEPARTMENT PO BOX 878 BELINGTON WV 26250 N/A GOV TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 BLUE GRAY FOUNDATION PO BOX 911 PHILIPPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 75 CAMP HOPE 139 CAMP HOPE RD BELINGTON WV 26250 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1500 CAST OUT CANCER 5701 CALIFORNIA AVE ALTOONA PA 16602 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1350 CITY OF PHILIPPI 344 SOUTH MAIN STREET PHILIPPI WV 26416 N/A GOV TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 CIVIL WAR TRAILS INC 19309 WINMEADE DR LEESBURG VA 20176 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 250 CENTRAL WV FRIENDS OF NRA PO BOX 911 PHILIPPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 3500 CURE JM FOUNDATION 19309 WINMEADE DR LEESBURG VA 20176 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 525 DEDDRIDGE COUNTY FAMILY RESOURCE NETWORK 93 MARIE ST SUITE 1 WEST UNION WV 26456 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 500 ELKING LITTLE LEAGUE PO BOX 1784 ELKINS WV 26241 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 350 FEED MY SHEEP CHRISTIAN 260 N HIGH ST PHILLIPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 500 FORT NEW SATEM 81 FORT NEW SALEM RD SALEM WV 26426 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 500 HDSA NORTHEAST REGION - TEAM WALK WV 505 8TH AVE RM 902 NEW YORK NY 10018 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 HEARTS & HAND HOUSE 107 S MAIN ST PHILLIPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1500 HOSPICE OF GARRETT COUNTY 203 S 2ND ST OAKLAND MD 21550 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 JUNIOR LIONS CLUB PO BOX 189 BELINGTON WV 26250 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 KILPATRICK PO BOX 945614 ATLANTA GA 30394 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 2065 KINGWOOD VOL FIRE DEPARTMEN 115 BROWN AVE KINGWOOD WV 26537 N/A GOV TO FURTHER THE PURPOSE OF THE RECIPIENT 2500 MIKEY HART MEMORIAL SCHOLARSHIP FUND PO BOX 835 BELINGTON WV 26250 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 MOUNTAIN STATE FOREST FESTIVAL 101 LOUGH ST ELKINS WV 26241 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 PB ATHLETIC BOOSTERS INC PO BOX 132 PHILLIPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 PETERSBURG FIRE DEPT 49 S MAIN ST PETERSBURG WV 26847 N/A GOV TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 PETERSBURG HIGH SCHOOL 207 VIKING DR PETERSBURG WV 26847 N/A GOV TO FURTHER THE PURPOSE OF THE RECIPIENT 5000 PHILIP BARBOUR FBLA 1912 ASSOCIATION DR RESTON VA 20191 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 500 PHILLIPS MAIN STREET 344 S MAIN STREET PHILIPPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 500 RANDOLPH COUNTY FAIR PO BOX 182 ELKINS WV 26241 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 TANNER TALBOT MEMORIAL YOUTH FUND PO BOX 377 BELINGTON WV 26250 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1500 TETER CREEK COMMUNITY 2180 S TETER CREEK RD MONTROSE WV 26283 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 400 THE FOOTBALL FOUNDATION PO BOX 759 PHILIPPI WV 26416 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 2000 TWENTY-TEN CORPORATION PO BOX 484 THOMAS WV 26292 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 UPSHUR COUNTY RECREATION COMPLEX PO BOX 216 BUCKHANNON WV 26201 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 WV WESLEYAN COLLEGE 59 COLLEGE AVE BUCKHANNON WV 26201 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 3500 WV WILD WONDERFUL CELTIC FESTIVAL 38 PIONEER CIRCLE KINGS RUN RD BEVERLY WV 26253 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1000 WV UNIVERSITY HOSIPITAL ONE WATERFRONT PLACE 7TH FLOOR MORGANTOWN WV 26501 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 5000 WARRIOR IN THE FIELD LTD 1197 BEVERLY PIKE ELKINS WV 26241 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 1500 YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 N/A PC TO FURTHER THE PURPOSE OF THE RECIPIENT 2100 61621 0 14 13 14 34927 14 99484 0 134424 0 134424 0 0 0 0 0 0 0 0 0 0 38591.5960 SHARES AMERICAN FUNDS (AFMBX) AT COST 1059089 1446027 LEGAL FEES 3849 3849 0 INVESTMENT MANAGEMENT FEES 10681 10681 0