2024-11-15T15:40:08-06:00 2023-12-31 540504608 BROWN EDWARDS & COMPANY LLP 707 VIRGINIA STREET EAST SUITE 300 CHARLESTON WV 25301 990PF 2023-01-01 201885473 THE JEANNE G HAMILTON AND LAWSON W HAMILTON JR FAMILY FOUNDATION INC JEAN 3045951077 PO BOX 1006 LEWISBURG WV 24901 LAWSON HAMILTON III PRESIDENT/TRUSTEE 3046461558 2024-08-29 1 1 KELLI VANCE P00366597 3043434188 2024-08-29 2023 2024-10-15 13:58:12Z X 16798642 X 427572 161743 161743 290047 290047 332388 4241667 332388 1888 0 1213638 784178 0 0 0 10370 0 0 69122 69122 0 11082 1159 0 1537 0 0 92111 70281 0 831250 831250 923361 70281 831250 290277 713897 494052 1110646 1110646 3049 10626 10626 597315 500312 501542 9889818 9895084 12981868 2647929 2353870 2193960 13632163 13870538 16798642 0 0 X 0 0 0 0 13632163 13870538 13632163 13870538 13632163 13870538 13632163 290277 0 13922440 51902 13870538 UNITED BANK 2593 427547 495923 -68376 -68376 UNITED BANK 2593 1701028 1597037 103991 103991 UNITED BANK 2549 5439 5078 361 361 UNITED BANK 2549 594246 668369 -74123 -74123 UNITED BANK 2584 395411 410043 -14632 -14632 UNITED BANK 2584 1068609 727231 341378 341378 UNITED BANK 2584 48383 5598 42785 42785 UNITED BANK 2584 1004 1004 1004 332388 9923 0 9923 0 9923 20549 0 0 0 20549 0 10626 10626 0 0 0 0 0 0 0 0 0 0 0 0 1 WV 1 0 0 0 0 1 N/A LAWSON HAMILTON III 3046461558 PO BOX 1006 LEWISBURG WV 24901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWSON W HAMILTON III PO BOX 1006 LEWISBURG WV 24901 PRESIDENT/TRUSTEE 0.00 0 0 0 BARBARA HAMILTON FORD PO BOX 1006 LEWISBURG WV 24901 SECRETARY/TRUSTEE 0.00 0 0 0 COURTNEY M O'NEIL PO BOX 1006 LEWISBURG WV 24901 VICE-PRESIDENT/TRUSTEE 0.00 0 0 0 MEREDITH M GERMAN PO BOX 1006 LEWISBURG WV 24901 TREASURER/TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 15244845 1112993 0 16357838 0 0 16357838 245368 16112470 805624 805624 9923 9923 795701 0 795701 0 795701 831250 0 831250 795701 0 0 1544 1544 831250 0 0 0 795701 35549 0 0 37093 0 0 0 0 0 0 0 37093 1544 35549 X LAWSON HAMILTON III PO BOX 1006 LEWISBURG WV 24901 3046461558 PRESCRIBED FORM. PROOF OF EXEMPT STATUS AND ALL INFORMATION RELEVANT TO PROPOSED GRANT SHOULD BE INCLLUDED. N/A N/A ALDERSON MAIN STREET INC 100 RAILROAD AVE BOX 117 ALDERSON WV 24910 501(C)3 GRANT 2000 ALMOST HEAVAN HABITAT FOR HUMANITY 892 TUCKAHOE RD WHITE SULPHER SPRINGS WV 24986 501(C)3 GRANT 6250 APPALACHIAN CHILDRENS' CHORUS 210 BROOKS ST 307 CHARLESTON WV 25301 501(C)3 GRANT 5000 APPALACHIAN LEADERSHIP EDUCATION FOUNDATION PO BOX 1638 HANSFORD WV 25103 501(C)3 GRANT 46000 APPALACHIAN SERVICE PROJECT 300 CHESTNUT AVE ALDERSON WV 24910 501(C)3 GRANT 10000 BIG CREEK PEOPLE IN ACTION HC 32 BOX 541 WAR WV 24892 501(C)3 GRANT 17000 BOYS HOME OF VIRGINIA 414 BOYS HOME ROAD COVINGTON VA 24426 501(C)3 GRANT 7000 BROKEN SPUR RIDING ACADEMY 116 CARL VEST RD BECKLEY WV 25813 501(C)3 GRANT 10000 BRONXWORKS 60 E TREMONT AVE BRONX NY 10453 501(C)3 GRANT 15000 CARNEGIE HALL 611 CHURCH ST LEWISBURG WV 24901 501(C)3 GRANT 50000 CASA OF THE 11TH JUDICIAL CIRCUIT PO BOX 1142 LEWISBURG WV 24901 501(C)3 GRANT 30000 CHARLESTON BALLET 100 CAPITOL STREET CHARLESTON WV 25301 501(C)3 GRANT 5000 CHARLESTON LIGHT OPERA GUILD 411 TENNESSEE AVE CHARLESTON WV 25302 501(C)3 GRANT 15000 CHESTNUT MOUNTAIN RANCH 244 PONDEROSE PONDS RD MORGANTOWN WV 26508 501(C)3 GRANT 6000 CHILD AND YOUTH ADVOCACY CENTER 212 WASHINGTON ST LEWISBURG WV 24901 501(C)3 GRANT 15000 CHILDREN'S HOME SOCIETY OF WV 9579 SENECA TRAIL S LEWISBURG WV 24901 501(C)3 GRANT 30000 CHRISTMAS AT THE FAIR-THE STATE FAIR OF WV PO DRAWER 986 LEWISBURG WV 24901 501(C)3 GRANT 1000 COMMUNITIES IN SCHOOLS OF GREENBRIER COUNTY PO BOX 1188 LEWISBURG WV 24901 501(C)3 GRANT 30000 COMPASS PREP PO BOX 1632 MORGANTOWN WV 26505 501(C)3 GRANT 15000 COVENANT HOUSE 600 SHRESBURY ST 1 CHARLESTON WV 25301 501(C)3 GRANT 15000 DAVIS-STUART INC 163 COTTAGE DR LEWISBURG WV 24901 501(C)3 GRANT 15000 FAMILY REFUGE CENTER 540 N JEFFERSON ST LEWISBURG WV 24901 501(C)3 GRANT 15000 GATEWAY INDUSTRIES INC 787 E EDGAR AVE RONCEVERTE WV 24970 501(C)3 GRANT 7500 GREENBRIER COUNTY 4-H LEADERS ASSOCIATION PO BOX 586 LEWISBURG WV 24901 501(C)3 GRANT 30000 GREENBRIER COUNTY COMMITTEE ON AGING 1003 GREENBRIER AVENUE RUPERT WV 25984 501(C)3 GRANT 4000 GREENBRIER COUNTY SCHOOL FOUNDATION 400 NORTH LEE STREET LEWISBURG WV 24901 501(C)3 GRANT 6000 GREENBRIER HISTORICAL SOCIETY 814 W WASHINGTON ST LEWISBURG WV 24901 501(C)3 GRANT 10000 GREENBRIER HUMANE SOCIETY 151 HOLLIDAY LANE LEWISBURG WV 24901 501(C)3 GRANT 10000 GREENBRIER PUBLIC LIBRARY 152 ROBERT MCCORMICK DRIVE LEWISBURG WV 24901 501(C)3 GRANT 5000 GREENBRIER REPERTORY THEATRE COMPANY 1038 WASHINGTON ST E LEWISBURG WV 24901 501(C)3 GRANT 25000 HIGH ROCKS ACADEMY 195 THOMPSON RD HILLSBORO WV 24946 501(C)3 GRANT 10000 HOOPS FAMILY CHILDREN'S HOSPITAL 1340 HAL GREER BLVD HUNTINGTON WV 25701 501(C)3 GRANT 50000 LARRY JOE HARLESS COMMUNITY CENTER 107 LAFAYETTE STREET LEWISBURG WV 24901 501(C)3 GRANT 25000 LEWISBURG ELEMENTARY 492 W WASHINGTON ST LEWISBURG WV 24901 501(C)3 GRANT 1000 LEWISBURG LITERARY GROUP 905 WASHINGTON ST W STE D LEWISBURG WV 24901 501(C)3 GRANT 5000 MAKE-A-WISH FOUNDATION 1031 QUARRIER STREET CHARLESTON WV 25301 501(C)3 GRANT 10000 MEMORIAL SLOAN-KETTERING CANCER 633 THIRD AVE 28TH FL NEW YORK NY 10017 501(C)3 GRANT 50000 MISSION FOR MIRACLES 30 CARRIAGE WAY HURRICANE WV 25526 501(C)3 GRANT 15000 ON EAGLE'S WINGS INC 371 OPEKISKA RIDGE RD FAIRMONT WV 26554 501(C)3 GRANT 7500 RONALD MCDONALD HOUSE OF MORGANTOWN 841 COUNTRY CLUB DR MORGANTOWN WV 26505 501(C)3 GRANT 5000 RONCEVERTE LIONS CLUB 720 RONCEVERTE AVE RONCEVERTE WV 24970 501(C)3 GRANT 7500 RONCEVERTE PUBLIC LIBRARY 120 MAIN ST W RONCEVERTE WV 24970 501(C)3 GRANT 5000 SHEPHERD'S CENTER 214 E WASHINGTON ST LEWISBURG WV 24901 501(C)3 GRANT 7500 TAMARACK FOUNDATION FOR THE ARTS 1116 SMITH ST SUITE 410 CHARLESTON WV 25301 501(C)3 GRANT 2500 TOWN OF RAINELLE 201 KANAWHA AVE RAINELLE WV 25962 GOV GRANT 10000 UNITED WAY OF GREENBRIER VALLEY 809 JEFFERSON ST LEWISBURG WV 24901 501(C)3 GRANT 15000 WELLSPRING OF GREENBRIER INC 524 NICHOLAS ST RUPERT WV 25984 501(C)3 GRANT 10000 WEST VIRGINIA SCHOOL OF OSTEOPATHIC MEDICINE 400 N LEE ST LEWISBURG WV 24901 501(C)3 GRANT 7500 WV INDEDPENDENT COLLEGES AND UNIVERSITIES PO BOX 7058 CHARLESTON WV 25356 501(C)3 GRANT 10000 WV MUSIC HALL OF FAME 1427 LEE ST E CHARLESTON WV 25301 501(C)3 GRANT 5000 WVU CANCER INSTITUTE 44 MEDICAL CENTER DRIVE MORGANTOWN WV 26506 501(C)3 GRANT 50000 WVU CHILDREN'S HOSPITAL ROBERT C BYRD HEALTH CENTER MORGANTOWN WV 26501 501(C)3 GRANT 50000 WVU FOUNDATION DAVIS COLLEGE OF AGRICULTURE 333 EVANSDALE DR MORGANTOWN WV 26506 501(C)3 GRANT 15000 831250 0 14 161743 14 290047 18 332388 OTHER INCOME 14 1888 0 786066 0 786066 0 0 0 0 0 0 0 0 0 0 X X 1 LAWSON HAMILTON III PO BOX 1006 LEWISBURG WV 24901 427572 X LEGAL & ACCOUNTING FEES 10370 0 0 150,000 PAR VALUE TD AMERITRADE HLDG CORP CORP A- 145607 146330 150,000 PAR VALUE BARCLAYS BANK PLC FOREIGN BOND A+ 149625 153168 80,000 PAR VALUE STRYKER CORP BOND 3.375% BBB+ 79424 77888 90,000 PAR VALUE WELLS FARGO CORP & COMPANY CORP BOND 3.55% BBB+ 90347 87955 100,000 PAR VALUE NATIONAL RURAL UTILITY CORP BOND 2.85% A- 99053 97423 100,000 PAR VALUE TORONTO-DOMINION BANK FOREIGN BOND 100% 07/29/2027-2024 A 100000 97408 100,000 PAR VALUE WSFS FINACIAL CORP CORP BOND 2.75% NR RATING 100000 78821 150,000 PAR VALUE INTERCONTINENTAL EXCHANGE INC CORP BOND 4% 09/15/2027-2027 147825 147078 150,000 PAR VALUE SIMON PROPERTY GROUP INC CORP BOND 2.2% 03/01/2031-2030 A- 148392 126003 150,000 PAR VALUE BIO-RAD LABORATORIES INC CORP BOND 3.3% 03/15/2027-2027 BB 148678 142605 150,000 PAR VALUE ELEVANCE HEALTH, INC. CORP BOND 4.101% 03/01/2028-2027 A 148831 147581 150,000 PAR VALUE QUALCOMM INC. CORP BOND 2.9% A 149661 148568 150,000 PAR VALUE STATE STREET CORP BOND 3.55% A RATING 149954 147179 150,000 PAR VALUE GOLDMAN SACHS GROUP INC CORP BOND 4.25 08/16/2029-2023 BBB 150000 143177 150,000 PAR VALUE EBAY INC CORP BOND 2.6% BBB+ 152203 130946 5,000 SH ISHARES TRUST ISHARES PREFERRED AND INCOME SECURITIES PFF 193720 155950 200,000 PAR VALUE HSBC FOREIGN BOND 2.357% A- 200550 165880 1,700 SH GILEAD SCIENCES IN COMMON STOCK GILD 137191 137717 800 SH GENUINE PARTS CO GPC 136844 110800 1,600 SH WINTRUST FINANCIAL CORP WTFC 133798 148400 5,600 SH GRAPHIC PACKAGING HOLDING CO COMMON STOCK GPK 136154 138040 1,900 SH MERIT MEDICAL SYSTEM INC 132170 144324 1,100 SH MARRIOTT VACATIONS WORLDWIDE COMMON STOCK VAC 132138 93379 700 SH COSTCO WHOLESALE CORP 213122 264032 22 SH CUMMINS INC CMI 5625 5271 3,976 SH ISHARES TRUST ISHARES 1 TO 5 YEAR INVESTMT GRADE CORP BND ETF ISGB 201076 203869 1,000 SH ISHARES RUSSELL 2000 ETF 186098 200710 1,800 SH ROBO GLOBAL ROBOTICS AUTOMATION ETF ROBO 98859 103140 137 PFIZER INC COMMON PFE 5612 3944 600 SH SALESFORCE INC. CRM 122025 157884 1,500 SH INTERACTIVE BROKERS GROUP INC IBKR 124660 124350 1,800 SH BRISTOL MYERS SQUIBB CO COMMON BMY 126495 92358 3,256 SH MSCI EM EX CHINA INDEX ETF EMXC 161444 180415 253 SH EOG RESOURCES INC EOG 31787 30600 2,200 SH AMERICAN INTERNATIONAL GROUP INC COMMON AIG 131825 149050 1,500 SH FIRST TRUST NASDAQ-100 EQUAL WEIGHT INDEX ETF 152807 176175 1,000 SH ALPHABET INC CLASS A COMMON STOCK GOOGL 15751 139690 84 UNITED PARCEL SERVICE INC 16633 13207 99 TARGET CORP COM TGT 16821 14100 2,000 SH APPLE INC COMMON STOCK AAPL 19026 385060 147 SH QUEST DIAGNOSTICS INC (DGX) 20604 20268 24 SH BLACKROCK INC 20675 19483 111 SH TEXAS INSTRUMENTS INC 20737 18921 106 SH GENERAL DYNAMICS CORP COMMON STOCK 20799 27525 544 SH US BANCORP 24885 23544 219 SH DOVER CORP COM 25971 33684 900 SH JP MORGAN CHASE & CO COMMON JPM 25997 153090 817 SH IRON MOUNTAIN INC COMMON STOCK 26198 57174 794 SH CORNING INC 27876 24177 234 SH WASTE MANAGEMENT INC NEW 27931 41909 1,200 SH MICROSOFT MSFT 156137 451248 1,000 SH WASTE MANAGEMENT INC WM 30006 179100 277 SH APPLE INC COMMON STOCK 31427 53331 324 SH CHEVRON CORPORATION 31751 48328 203 SH JOHNSON & JOHNSON.COM 31774 31818 151 SH MCDONALD CORP COMMON STOCK 32298 44773 294 SH ABBOTT LABORATORIES COMMON STOCK 32342 32361 109 SH AIR PRODS & CHEMS INC COMMON STOCK 32395 29844 659 SH CISCO SYSTEM INC 32776 33293 142 SH MICROSOFT 32842 53398 251 SH PROCTER & GAMBLE CO COMMON 33106 36782 1,200 SH COLGATE PALMOLIVE CO CL 33804 95652 137 SH AMGEN INC.COM 34039 39459 800 SH PROCTER & GAMBLE CO PG 43639 117232 800 SH PEPSICO INC PEP 45689 135872 2,000 PAR VALUE AT&T INC PREFERRED STOCK AA- 49555 49600 600 SH AMERICAN ELECTRIC PWR INC COMMON AEP 52679 48732 900 SH CHEVRON CORPORATION CVX 53776 134244 2,000 SH CISCO SYSTEM INC CSCO 54090 101040 350 WEX INC COMMON STOCK WEX 55813 68093 300 SH UNITED RENTALS INC URI 42032 172026 3,000 SH GLOBAL X US INFRASTRUCTURE ETF PAVE 60143 103380 1,000 SH JOHNSON & JOHNSON COM JNJ 60830 156740 4,000 SH SPDR FINANCIAL SELECT SECTOR ETF FUND XLF 61509 150400 450 SH ARROW ELECTRONICS INC ARW 40372 55013 1,300 HANCOCK WHITNEY CORP COMMON STOCK HBHC 63383 63167 1,000 GRAYSCALE BITCOIN TRUST BTC COMMON STOCK GBTC 43708 34620 3,200 ISH S & P MID - CAP 400 GROWTH ETF IJK 73289 253504 1,000 SH EXXON MOBIL CORP XOM 74725 99980 2,010 SH IRON MOUNTAIN INC COMMON STOCK IRM 60400 140660 1,160 SH DAVITA INC COMMON STOCK DVA 84989 121522 1,200 SH SPDR INDUSTRIAL SELECT SECT ETF FUND XLI 89925 136788 1,200 SH ENTERGY COREP ETR 90089 121428 1,000 SH DIAMONDBACK ENERGY INC COMMON STOCK FANG 95627 155080 2,000 ISH MSCI GLOBAL SELECT METALS & MINING PRODUCERS ETF PICK 96727 86140 1,200 ISH SELECT DIVIDEND ETF DVY 101837 140664 1,000 ISHARES CORE HIGH DIVIDEND ETF HDV 102643 101990 1,400 BUNGE LIMITED BG 105357 141330 800 SH AMAZON.COM INC AMZN 105502 121552 8,000 SH HP ENTERPRISE CO COMMON STOCK HPE 113214 135840 750 SH NEXSTAR MEDIA GROUP INC COMMON STOCK NXST 120923 117563 12,586.009 SH FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND INST CLASS #900 121609 111260 12,000 SH NATIXUS VAUGHAN NELSON ABSOLUTE STRATEGIES - CLASS Y LASYX 121950 111720 1,700 SH HOLOGIC INC HOLX 123478 121465 4,000 SPDR S&P REGIONAL BANKING ETF KRE 227904 209720 1,500 SH INVESCO ETF RZV 134291 160917 2,700 ANDERSONS INC ANDE 137741 155358 1,700 BRINKS CO BCO 116830 149515 1335 ISHARES SHORT TREASURY BOND ETF SHV 146568 147024 700 WESCO INTERNATION INC COMMMON STOCK WCC 86512 121716 8,400 SH KINDER MORGAN INC. COMMON KMI 141761 148176 1,931 ISHARES CORE S&P SMALL CAP ETF ISHARES TR 158462 209031 2,500 SPDR ENERGY SELECT SECTOR ETF FUND LARGE CAP EQUITY XLE 132801 209600 5,000 ISH GOLD TRUST ETF IAU 176504 195150 500 SPDR S&P 400 ETF TRUST SPY 179154 237655 14,048.694 SH NATIXIS LOOMIS SAYLESS STRATEGIC INCOME - CLASS Y NEZYX 199300 167039 9,516.781 JOHCM INTERNATIONAL SELECT FUND 263973 220599 16,354.514 SH VANGUARD HIGH YIELD DIVIDEND IND ADM 400040 551311 16,922.661 SH FIDELITY MID CAP INDX-INS PR 412730 506834 3,877.419 SH VANGUARD GROWTH INDEX FUND 446004 620387 80,883.789 SH BAIRD AGGREGATE BOND FUND 900676 797514 500312 501542 0 0 UNREALIZED GAINS 51902 BANK SERVICE FEES 1537 0 0 OTHER INCOME 1888 1888 INVEST. MGMT FEES 69122 69122 0 FOREIGN TAXES 1159 1159 0 FEDERAL TAX 9923 0 0