2024-05-13T08:08:19-05:00 2023-12-31 540504608 BROWN EDWARDS & COMPANY LLP 1815 JEFFERSON STREET BLUEFIELD WV 24701 990PF 2023-01-01 844000525 SHOTT-BAKER FAMILY FOUNDATION INC SHOT 3043243283 422 OAKHURST AVENUE BLUEFIELD WV 24701 JOHN H SHOTT PRESIDENT 3043243283 2024-05-07 1 JOHN SHOTT 999009999 0 J K SIMMONS P00545190 3043258157 2024-05-07 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 363675 X X 7047 7047 13866 15308 13866 449 0 21362 20913 2909 2909 0 1190 0 0 4099 2909 0 17000 17000 21099 2909 17000 263 18004 2425 4131 4131 15979 14537 135601 183572 183571 223943 201976 202239 363675 0 0 X 0 0 0 0 201976 202239 201976 202239 201976 202239 201976 263 0 202239 0 202239 30 MICROSOFT CORP 2020-01-09 2020-07-19 10769 840 9929 9929 20 VISA INC 2019-12-23 2023-02-16 4539 602 3937 3937 13866 250 0 250 0 250 380 0 0 0 380 0 130 130 0 0 0 0 0 0 0 0 0 0 0 1 1 WV 1 0 0 0 0 1 N/A JULIE JOHNSON 3043243283 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 JOHN H SHOTT 422 OAKHURST AVENUE BLUEFIELD WV 24701 PRESIDENT 1.00 0 0 0 SUMMIT COMMUNITY BANK 525 FEDERAL ST BLUEFIELD WV 24701 TRUSTEE 1.00 2902 0 0 NONE 0 NONE 0 0 343959 0 0 343959 0 0 343959 5159 338800 16940 16940 250 250 16690 0 16690 0 16690 17000 0 17000 16690 16960 0 0 17000 16960 0 0 40 0 0 0 0 0 0 0 0 16650 0 0 0 JOHN H SHOTT JOHN H SHOTT 422 OAKHURST AVENUE BLUEFIELD WV 24701 3043258181 NONE NONE NONE BLUEFIELD PRIMARY SCHOOL 673 W CUMBERLAND ROAD BLUEFIELD WV 24701 NONE PC EDUCATIONAL 500 BLUEFIELD UNION MISSION 2203 BLUEFIELD AVENUE BLUEFIELD WV 24701 NONE PC CHARITABLE 1000 COMMUNITY FOUNDATION OF THE VIRGINIAS PO BOX 4127 BLUEFIELD WV 24701 NONE PC CHARITABLE 1500 CRAFT MEMORIAL LIBRARY 600 COMMERCE STREET BLUEFIELD WV 24701 NONE PC CHARITABLE 1000 DAVIDSON COLLEGE BOX 7170 DAVIDSON NC 28035 NONE PC EDUCATIONAL 4500 DAVIS-STUART INC 163 COTTAGE DRIVE LEWISBURG WV 24901 NONE PC CHARITABLE 2400 FORT GREENE STRATEGIC NEIGHBORHOOD 324 MYRTLE AVENUE BROOKLYN NY 11205 NONE PC CHARITABLE 500 GARY BOWLING HOUSE OF ART 300 RAMSEY STREET BLUEFIELD WV 24701 NONE PC CHARITABLE 300 MOUNTAIN STATE SPOTLIGHT INC 170 SUMMERS ST STE 210 CHARLESTON WV 25301 NONE PC CHARITABLE 1000 NEW YORK TIMES NEEDIEST CASES FUND PO BOX 5193 NEW YORK NY 10087 NONE PC CHARITABLE 1900 NORTH STAR FUND 520 EIGHTH AVENUE SUITE 1800 NEW YORK NY 10018 NONE PC CHARITABLE 500 REDWOOD EMPIRE FOOD BANK 3990 BRICKWAY BOULEVARD SANTA ROSA CA 95403 NONE PC CHARITABLE 1400 BRAVER ANGELS 733 THIRD AVE FLOOR 16 NEW YORK NY 10017 NONE PC CHARITABLE 500 17000 0 14 7047 18 13866 EXCISE TAX REFUND 449 0 20913 449 21362 11A REFUND OF PRIOR YEAR EXCISE TAX PAYMENTS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1190 0 0 VISA INC COM CL A 5416 46863 HOME DEPOT 5479 39853 MICROSOFT CORP 3642 48885 ISHARES CORE US AGGREGATE BOND ETF AT COST 14918 12406 FIRST TR NASDAQ-100 EQUAL WEIGHTED INDEX FD AT COST 24798 35235 INVESCO EXCHANGE-TRADED FD TR AT COST 42480 63120 ISHARES CORE S&P SMALL-CAP ETF AT COST 14032 21650 ISHARES MSCI AT COST 17430 16084 ISHARES RUSSELL MID-CAP ETF AT COST 11195 15546 ISHARES CORE HIGH DIVIDEND ETF AT COST 29078 30597 ISHARES SELECT DIVIDEND ETF AT COST 29640 29305 EXCISE TAX REFUND 449 449