2024-05-13T08:06:32-05:00 2023-12-31 540504608 BROWN EDWARDS & COMPANY LLP 1815 JEFFERSON STREET BLUEFIELD WV 24701 990PF 2023-01-01 883889710 THE NOEL F & EVELYN S WICKHAM FOUNDATION NOEL 3043243234 525 FEDERAL STREET BLUEFIELD WV 24701 FRANK WILKINSON DIRECTOR 3043243234 2024-05-07 1 FRANK WILKINSON 999009999 0 J K SIMMONS P00545190 3043258157 2024-05-07 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 891027 X 10111 33727 33727 3430 3430 3430 47268 37157 6806 6806 0 1090 0 0 188 0 0 8084 6806 0 16400 16400 24484 6806 16400 22784 30351 277979 300763 300763 44821 44821 57636 556604 556604 532628 879404 902188 891027 0 0 X 0 0 0 0 879404 902188 879404 902188 879404 902188 879404 22784 0 902188 0 902188 CAPITAL GAINS DIVIDENDS P 3430 3430 3430 3430 422 0 422 0 422 0 0 0 0 0 0 422 0 0 0 0 0 0 0 0 0 0 1 1 WV 1 0 1 0 0 1 N/A ELIZABETH SUDDUTH 3043243234 525 FEDERAL STREET BLUEFIELD WV 24701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRANK W WILKINSON 525 FEDERAL STREET BLUEFIELD WV 24701 PRESIDENT 1.00 0 0 0 JULIE H JOHNSON 525 FEDERAL STREET BLUEFIELD WV 24701 VICE PRESIDENT 1.00 0 0 0 MARY SUE ANDERSON 525 FEDERAL STREET BLUEFIELD WV 24701 SEC/TREAS 1.00 0 0 0 SUMMIT COMMUNITY BANK 525 FEDERAL STREET BLUEFIELD WV 24701 TRUSTEE 1.00 6806 0 0 NONE 0 NONE 0 0 571156 295543 0 866699 0 0 866699 13000 853699 42685 42685 422 422 42263 0 42263 0 42263 16400 0 16400 42263 16310 0 0 16400 16310 0 0 90 0 0 0 0 0 0 0 0 42173 0 0 0 X BLUEFIELD UNION MISSION 2203 BLUEFIELD AVVE 2508 BLUEFIELD WV 24701 NONE PC CHARITABLE 4100 FIRST CHRISTIAN CHURCH 2200 BLAND RD BLUEFIELD WV 24701 NONE PC CHARITABLE 4100 BLUEFIELD HIGH SCHOOL 535 W CUMBERLAND RD BLUEFIELD WV 24701 NONE PC EDUCATIONAL 4100 CITY OF BLUEFIELD (PARKS & RECREATION) 703 COLLEGE AVE BLUEFIELD WV 24701 NONE PC CHARITABLE 4100 16400 0 18 33727 18 3430 0 37157 0 37157 0 0 0 0 0 0 0 0 0 0 X X 1 EVELYN S WICKHAM ESTATE 525 FEDERAL STREET BLUEFIELD WV 24701 10111 X OTHER PROFESSIONAL FEES 1090 0 0 FIRST COMMUNITY BANKSHARES INC 20220 23373 SOUTHERN CO COM 13458 21036 SUMMIT FINANCIAL GROUP INC COM 11143 13227 ISHARES CORE U.S. AGGREGATE BOND ETF AT COST 121710 114138 ISHARES 1-3 YEAR TREASURY BOND ETF AT COST 20793 20510 ISHARES 3-7 YEAR TREASURY BOND ETF AT COST 24443 24012 ISHARES 7-10 YEAR TREASURY BOND ETF AT COST 17742 16868 FEDERATED HERMES MID-CAP INDEX FUND AT COST 51940 32266 FEDERATED HERMES EQUITY INCOME FUND INC AT COST 49742 42540 DOUBLELINE TOTAL RETURN BOND FUND CLASS I AT COST 62460 53040 THE OSTERWEIS STRATEGIC INCOME FUND AT COST 47985 46539 TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y AT COST 39240 37099 ISHARES GLOBAL COMM SERVICES ETF AT COST 5741 7462 ISHARES GLOBAL UTILITIES ETF AT COST 14825 17535 ISHARES SELECT DIVIDEND ETF AT COST 99983 120619 EVELYN S WICKHAM ESTATE 525 FEDERAL STREET BLUEFIELD WV 24701 EXCISE TAX 188 0 0