2026-05-12T12:48:35-05:00 2025-12-31 920460586 PWC US TAX LLP 214 N TRYON STREET SUITE 4200 CHARLOTTE NC 28202 990PF 2025-01-01 471747243 STEPHEN L CORNWELL FOUNDATION STEP 7042809216 P O BOX 36007 CHARLOTTE NC 282366007 STEPHEN L CORNWELL DIRECTOR 7043724500 2026-05-12 1 LAURA SAFRIT P01258884 7043447500 2025 2025-03-06 01:10:19Z X 25714604 X 186 X 255116 255116 15125302 15125488 15125302 15380604 15380418 24000 2400 21600 2647 0 2647 9110 1431 1652 2886 315 2188 38643 4146 28087 411500 411500 450143 4146 439587 14930461 15376272 101314 138332 138332 404611 9298779 9298779 6558700 12557975 16277493 7064625 21995086 25714604 144 144 144 144 X 0 0 0 0 7064481 21994942 7064481 21994942 7064625 21995086 7064481 14930461 0 21994942 0 21994942 CAPITAL GAIN DISTRIBUTIONS P 169888 169888 169888 103 SHARES OF PRIVATE COMPANY STOCK D 2025-12-17 14955600 186 14955414 14955414 15125302 213730 0 213730 0 213730 2600 0 0 0 2600 X 0 211130 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A STEPHEN L CORNWELL FOUNDATION 7042809216 P O BOX 36007 CHARLOTTE NC 282366007 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLISON C MOSS P O BOX 36007 CHARLOTTE NC 282366007 DIR/PRES AND TREAS. 15.00 24000 0 0 W LEE CORNWELL P O BOX 36007 CHARLOTTE NC 282366007 DIR/VICE PRES. 0.00 0 0 0 STEPHEN L CORNWELL P O BOX 36007 CHARLOTTE NC 282366007 DIR/SECRETARY 0.00 0 0 0 BROOKE M CORNWELL P O BOX 36007 CHARLOTTE NC 282366007 DIR/ASST. SECRETARY 0.00 0 0 0 SAMUEL I MOSS P O BOX 36007 CHARLOTTE NC 282366007 DIRECTOR 0.00 0 0 0 KATIE S CORNWELL P O BOX 36007 CHARLOTTE NC 282366007 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 11469345 916725 0 12386070 0 0 12386070 185791 12200279 610014 610014 213730 213730 396284 0 396284 0 396284 439587 0 439587 396284 404658 0 0 439587 404658 0 0 34929 0 0 0 0 0 0 0 0 361355 0 0 0 STEPHEN L CORNWELL X BEST NC 501 SAS CAMPUS DRIVE BUILDING V CARY NC 27513 PC PROGRAM SUPPORT 35000 BREAD INC 3803 OLD YORK ROAD GASTONIA NC 28056 PC PROGAM SUPPORT 4000 CANCER SERVICES OF GASTON COUNTY 306 S COLUMBIA STREET GASTONIA NC 28054 PC PROGRAM SUPPORT 4000 CAROLINA CARING 3975 ROBINSON ROAD NEWTON NC 28658 PC PROGRAM SUPPORT. 4000 CHARLOTTE BILINGUAL PRESCHOOL 6300 HIGHLAND AVENUE CHARLOTTE NC 28215 PC TO ASSIST IN EDUCATION OPPORTUNITIES 25000 CHARLOTTE SPEECH AND HEARING CENTER 817 E MOREHEAD STREET CHARLOTTE NC 28204 PC PROGRAM SUPPORT. 13000 COMMUNITY CARE CLINIC OF ROWAN COUNTY 315-G MOCKSVILLE AVENUE SALISBURY NC 28144 PC PROGRAM SUPPORT. 5000 DREAM CENTER ACADEMY 635 S MYRTLE SCHOOL ROAD GASTONIA NC 28052 PC PROGRAM SUPPORT 4000 DREAMKEY PARTNERS 4601 CHARLOTTE PARK DRIVE SUITE 350 CHARLOTTE NC 28217 PC TO ASSIST IN HOUSING OPPORTUNITIES 50000 FOUNDATION FOR THE CAROLINAS READ CHARLOTTE 220 NORTH TRYON STREET CHARLOTTE NC 28202 PC TO ASSIST IN EDUCATION OPPORTUNITIES 55000 GASTON SKILLS 1301 BESSEMER CITY ROAD GASTONIA NC 28052 PC PROGRAM SUPPORT 4000 HEART MATH TUTORING PO BOX 30623 CHARLOTTE NC 282300623 PC PROGRAM SUPPORT 25000 HOLY ANGELS 6600 WILKINSON BOULEVARD PO BOX 710 BELMONT NC 280120710 PC PROGRAM SUPPORT 5000 MAIN STREET MARKETPLACE 306 SOUTH MAIN STREET CHINA GROVE NC 28023 PC PROGRAM SUPPORT 5000 NC HOUSING COALITION 3608 UNIVERSITY DRIVE SUITE 201 DURHAM NC 27707 PC PROGRAM SUPPORT 15000 NORTH CAROLINA COMMUNITY FOUNDATION 3737 GLENWOOD AVE SUITE 460 RALEIGH NC 27612 PC NC INVEST EARLY FUNDERS COLLABORATIVE FUND 39500 PUBLIC SCHOOL FORUM OF NC PO BOX 18284 RALEIGH NC 27619 PC PROGRAM SUPPORT 30000 ROOF ABOVE PO BOX 31335 CHARLOTTE NC 28231 PC PROGRAM SUPPORT 52000 ROWAN HELPING MINISTRIES 226 N LONG STREET SALISBURY NC 28144 PC PROGRAM SUPPORT 5000 ROWAN LITERACY COUNCIL 201 WEST FISHER STREET PO BOX 95 SALISBURY NC 28145 PC PROGRAM SUPPORT 5000 RUFTY-HOLMES SENIOR CENTER 1120 S MARTIN LUTHER KING JR AVENUE SALISBURY NC 28144 PC PROGRAM SUPPORT 5000 UNC CHARLOTTE FOUNDATION FOR THE UNCC READING CAMP 9201 UNIVERSITY CITY BOULEVARD CHARLOTTE NC 28223 PC TO ASSIST IN EDUCATION OPPORTUNITIES 22000 411500 0 14 255116 18 15125302 0 15380418 0 15380418 0 0 0 0 0 0 0 0 0 0 LEGAL AND PROFESSIONAL FEES 2647 0 2647 INVESTMENT IN FIDELITY 12557975 16277493 FIDELITY ACCOUNT FEES 315 315 0 CONFERENCE FEES 2571 0 2188 STATE PAYROLL TAXES PAYABLE 144 144 FOREIGN TAX 1247 1247 0 PAYROLL TAXES 1836 184 1652 EXCISE TAX - CURRENT 6027 0 0