2026-07-21T09:48:06-05:00 2025-12-31 550514960 ROLLINS CLEAVENGER & ROLLINS PLLC PO BOX 169 CHARLESTON WV 25321 990PF 2025-01-01 550694974 HELEN W POFFENBARGER AND PERRY S POFFENBARGER FOUNDATION HELE 3043403769 1578 KANAWHA BLVD APT 4D CHARLESTON WV 25311 JOHN POFFENBARGER TRUSTEE 3043403769 2026-07-21 0 JASON STAATS P01258727 3043435503 2026-07-21 X 2025 2025-03-06 01:10:19Z X 3670052 X X 52352 52352 21383 294584 21383 73735 73735 0 0 0 2200 0 0 17386 17386 0 19586 17386 0 175000 175000 194586 17386 175000 -120851 56349 1521138 1400287 3670052 1521138 1400287 3670052 0 0 X 1521138 1400287 1521138 1400287 1521138 1400287 1521138 -120851 0 1400287 0 1400287 MORGAN STANLEY ST P 2025-06-01 2025-06-30 30733 30153 580 580 MORGAN STANLEY LT P 2022-06-30 2025-06-30 97766 92659 5107 5107 MORGAN STANLEY LT ORDINARY P 2022-06-30 2025-06-30 25000 25059 -59 -59 MORGAN STANLEY LT NOT REPORTED P 2022-06-30 2025-06-30 25000 25000 25000 MORGAN STANLEY LT XXX-XX-XXXX P 2022-06-30 2025-06-30 114609 125330 -10721 -10721 CAPITAL GAINS DIVIDENDS P 1476 1476 1476 21383 783 0 783 0 783 0 78 0 0 78 40 745 0 0 0 0 0 0 0 0 0 0 1 1 WV 1 0 0 0 0 1 NONE KELLY CASTLEBERRY 3043539000 500 LEE ST E CHARLESTON WV 25301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KELLY CASTLEBERRY 200 ASSOCIATION DRIVE CHARLESTON WV 25311 ADVISOR 1.00 0 0 0 JOHN T POFFENBARGER 213 HALE STREET CHARLESTON WV 25301 TRUSTEE 1.00 0 0 0 SUSAN POFFENBARGER 213 HALE STREET CHARLESTON WV 25301 TRUSTEE 1.00 0 0 0 JOHN G POFFENBARGER 138 SOUTH PARK STREET WHEELING WV 26003 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 SUPPORTS HEALTH ISSUES, NURSING STUDENTS, AND STUDENTS IN FINANCIAL NEED WHO ELECT A NON-COLLEGE DEGREE EDUCATION PATH SUCH AS VOCATIONAL OR TECHNICAL TRAINING. 175000 0 3419415 79116 0 3498531 0 0 3498531 52478 3446053 172303 172303 783 783 171520 0 171520 0 171520 175000 0 175000 171520 8584 0 0 175000 8584 0 0 166416 0 0 0 0 0 0 0 0 5104 0 0 0 JOHN POFFENBARGER 500 LEE ST E CHARLESTON WV 25301 3043539000 LETTER DESCRIBING EDUCATIONAL AND FINANCIAL NEEDS, OR REQUEST FROM EDUCATIONAL INSTITUTION. NONE LIMITED TO KANAWHA COUNTY, WV BACKPACKBUDDYORG 2001 UNION CARBIDE DRIVE DUNBAR WV 25064 PC STUDENT SUPPLIES, ETC. 10000 BEN FRANKLIN VOCATIONAL CENTER 500 20TH ST DUNBAR WV 25064 GOV STUDENT NEEDS ETC. 35000 BOB BURDETTE CENTER INC 1401 W WASHINGTON ST CHARLESTON WV 25387 PC STUDENT SUPPLIES, ETC. 10000 DUNBAR - INSTITUTE SAMARITAN CENTER 223 1/2 16TH ST DUNBAR WV 25064 PC STUDENT NEEEDS ETC. 4000 EDUCATION ELEVATORS FDN PO BOX 11302 CHARLESTON WV 25339 GOV STUDENT NEEDS ETC. 7500 SALVATION ARMY BOYS & GIRLS CLUB OF CHARLESTON WV 301 TENNESSEE AVENUE CHARLESTON WV 25302 PC STUDENT SUPPLIES 13500 SHAWNEE PARK FOUNDATION INC 409 VIRGINIA ST E 230 CHARLESTON WV 25304 PC STUDENT NEEDS ETC. 5000 UNIVERSITY OF CHARLESTON PO BOX 11302 CHARLESTON WV 25339 PC STUDENT NEEDS ETC. 20000 WV STATE UNIVERSITY FOUNDATION 200 ERICKSON ALUMNI CENTER INSTITUTE WV 25112 PC SCHOOL AND STUDENT SUPPLIES 40000 CHILDHOOD LANGUAGE CENTER 1313 QUARRIER ST CHARLESTON WV 25301 PC CHILD CARE AND SUPPLIES 5000 KANAWHA-CHARLESTON HUMANE SOCIETY 1248 GREENBRIER ST CHARLESTON WV 25311 PC ANIMAL CARE AND SUPPLIES 25000 175000 0 14 52352 18 21383 0 73735 0 73735 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2200 0 0 1400287 3670052 INVESTMENT MANAGEMENT FEES 17386 17386 0