2022-12-28T08:10:35-05:00 2021-12-31 561523260 SITTERSON & WHITFIELD P A PO BOX 1399 KINSTON NC 28503 990PF 2021-01-01 208686982 THE HARVEY-MCNAIRY FOUNDATION INC HARV PO BOX 189 KINSTON NC 28502 KENDRA WARREN ASSISTANT SEC/TRE 2022-12-09 true KENDRA WARREN XXX-XX-XXXX MICHAEL L WHITFIELD P01564326 2525232106 2022-12-09 2021 2023-03-07 01:45:13Z X 22383324 X 260902 8106 8106 8106 323240 323240 323240 624556 2367803 82051 15219 15219 1232023 413397 346565 4985 4985 137177 137177 2300 2300 2139 2139 6031 6031 152632 152632 0 818001 818001 970633 152632 818001 261390 260765 346565 458225 360486 360486 770540 673362 673362 9497707 9703661 18951484 1136479 1231970 1227057 817908 972770 1165052 10244 5883 5883 12691103 12948132 22383324 0 X 12691103 12948132 12691103 12948132 12691103 12948132 12691103 261390 12952493 4361 12948132 82051 3625 3625 3625 5883 5883 2258 2258 false false false false false false true NC true false false false false true N/A KENDRA WARREN 2525234103 PO BOX 189 KINSTON NC 28502 false false false false false false false false false false false false false false false false false false false false LEIGH H MCNAIRY PO BOX 189 KINSTON NC 28502 PRESIDENT 000.00 0 0 0 JOHN O MCNAIRY PO BOX 189 KINSTON NC 28502 SEC/TREAS 000.00 0 0 0 KENDRA WARREN PO BOX 189 KINSTON NC 28502 ASSISTANT SE 000.00 0 0 0 NONE NONE N/A 18443038 1131307 1054570 20628915 20628915 309434 20319481 1015974 1015974 3625 3625 1012349 1012349 1012349 818001 818001 1012349 808916 818001 808916 9085 1003264 JOHN AND LEIGH MCNAIRY X ACKLAND ART MUSEUM UNC-CH 101 S COLUMBIA ST CHAPEL HILL NC 27514 CHARITABLE 5000 CAROLINA FOR KIBERA INC 301 PITTSBORO ST CAMPUS BOX 5145 CHAPEL HILL NC 275995145 CHARITABLE 5000 CHARLESTON LIBRARY SOCIETY 164 KING ST CHARLESTON SC 29401 CHARITABLE 1000 CHARLESTON TO CHARLESTON INC PO BOX 1825 CHARLESTON SC 29402 CHARITABLE 25000 CITY RELIEF 295 WALNUT ST ELIZABETH NJ 07201 CHARITABLE 2000 COASTAL COMMUNITY FOUNDATION 1691 TURNBULL AVE NORTH CHARLESTON SC 29405 CHARITABLE 500 CURE RTD FOUNDATION INC 6228 NORTHAVEN ROAD DALLAS TX 75230 CHARITABLE 35000 EARTH CONSERVATION CORPS 2000 HALF STREET SW WASHINGTON DC 200243304 CHARITABLE 5000 FAITH VENTURES FOUNDATION 748 IRON MOUNTAIN RD CANTON GA 30015 CHARITABLE 50000 FEAST DOWN EAST PO BOX 55 BURGAW NC 28425 CHARITABLE 10000 HARBOR HOMES MARTHA'S VINEYARD PO BOX 4795 VINEYARD HAVEN MA 02568 CHARITABLE 5000 HOPE FOR NEW YORK 1166 AVENUE OF AMERICAS NEW YORK NY 10018 CHARITABLE 10000 HOPE RESTORATIONS INC PO BOX 1656 KINSTON NC 28503 CHARITABLE 15000 IBU FOUNDATION 183B KING STREET CHARLESTON SC 29401 CHARITABLE 10000 INTER-FAITH FOOD SHUTTLE 1001 BLAIR DR SUITE 120 RALEIGH NC 27603 CHARITABLE 25000 INTERFAITH REFUGEE MINISTRY 1913 TRENT RD NEW BERN NC 28560 CHARITABLE 5000 K-1 ICONIQ STRATEGIC PARTNERS LP 394 PACIFIC AVE 2ND FLOOR SAN FRANCISCO CA 94111 CHARITABLE 1 KENAN FLAGLER BUSINESS SCHOOL CB 3490 MCCOLL BUILDING CHAPEL HILL NC 275993490 CHARITABLE 100000 LENOIR COUNTY HISTORICAL ASSOC P O BOX 1132 KINSTON NC 28503 CHARITABLE 500 NEW LIFE ADVANCE INTERNATIONAL PO BOX 903 STAFFORD TX 77497 CHARITABLE 5000 NOURISH NC PO BOX 3235 WILMINGTON NC 28406 CHARITABLE 10000 QUEEN ST UNITED METHODIST CHURCH PO BOX 508 KINSTON NC 28502 CHARITABLE 20000 REBUILDING HAITI 1800 BAILY HILL DRIVE APT 113 CHAPEL HILL NC 27514 CHARITABLE 1000 REDEEMER PRESBYTERIAN CHURCH 1359 BROADWAY 4TH FLOOR NEW YORK NY 10018 CHARITABLE 10000 RESTORE NYC PO BOX 1003 BOWLING GREEN STATION NY 10274 CHARITABLE 5000 SAINT DAVID'S EPISCOPAL CHURCH 5150 MACOMB STREET NW WASHINGTON DC 20016 CHARITABLE 5000 SEEDBED INC 415 BRIDGE ST FRANKLIN TN 37064 CHARITABLE 400000 ST PHILIPS CHURCH 142 CHURCH ST CHARLESTON SC 29401 CHARITABLE 15000 THE BOWERY MISSION 355 LEXINGTON AVE NEW YORK NY 10017 CHARITABLE 8000 THE FILLING STATION PO BOX 222 POLLOCKSVILLE NC 28573 CHARITABLE 10000 THE SALVATION ARMY 2110 N QUEEN STREET KINSTON NC 28501 CHARITABLE 15000 Z MISSION 203 E MAIN ST 1439 JAMESTOWN NC 272829828 CHARITABLE 5000 818001 14 8106 14 323240 1 82051 542505 INCONIQ 25 6443 CARDINAL SELF-STORAGE 25 9072 CALDWELL MILL 25 -296 428616 542505 971121 false false false false false false false false false false X X 1 JOHN LEIGH MCNAIRY PO BOX 189 KINSTON NC 28502 240495 X 2 THE LOOKOUT FOUNDATION INC 2877 HABERSHAM RD NW ATLANTA GA 30305 20407 X ACCOUNTING 4985 4985 MORGAN STANLEY - ST NONCOVERED PURCHASE 23 18 5 FRANKILIN ST ADVISORS - ST COVERED PURCHASE 101744 84953 16791 FRANKLIN ST ADVISORS - LT COVERED PURCHASE 236308 184123 52185 WELLS FARGO 9236 - ST COVERED PURCHASE 538322 519813 18509 WELLS FARGO 9236 - LT COVERED PURCHASE 978003 819434 158569 WELLS FARGO 9236 - LT NONCOVERED PURCHASE 11 5 6 WELLS FARGO 9236 - LT OTHER NONCOV. PURCHASE 11580 3575 8005 MS - GOLDMAN SACHS - LT COVERED PURCHASE 148168 131326 16842 FROM K-1: CALDWELL MILL OPP - ST PURCHASE 21244 21244 FROM K-1: CALDWELL MILL OPP - LT PURCHASE 83670 83670 FROM K-1: ICONIQ - LT PURCHASE 120929 120929 MCVEAN PURCHASE 45750 45750 WELLS FARGO TRUST 4624 - BONDS 600592 608937 FRANKLIN STREET 4433 - BONDS 631378 618120 MORGAN STANLEY 2698 56673 66532 TWEEDY BROWNE 3192 304394 677394 WELLS FARGO 4624 672894 1028180 WELLS FARGO 9236 7306573 14175649 MT OLIVE PICKLE 350000 1377125 FRANKLIN STREET 4433 - STOCKS 1013127 1626604 MCVEAN DEPOSIT AT COST 224671 224671 ICONIQ STRATEGIC PARTNERS, LP AT COST 47442 47442 CARDINAL SELF STORAGE AT COST 25352 25352 CALDWELL MILL OPP FUND AT COST 313477 313477 GOLDMAN SACHS MIDDLE MKT LENDING AT COST 255704 328564 NPC IMPOSSIBLE II. LLC AT COST 106124 225546 ESTIMATED TAX PAYMENTS 10244 5883 5883 FEDERAL TAXES PAID 4361 EXPENSES BANK FEES 135 135 OTHER MISCELLANEOUS EXPENSES 3967 3967 POSTAGE AND DELIVERY 55 55 CONVENTION OR MEETING EXPENSE 1874 1874 INCONIQ 6443 6443 CARDINAL SELF-STORAGE 9072 9072 CALDWELL MILL -296 -296 INVESTMENT FEES 109849 109849 INVESTMENT FEES - PASS THROUGH 7074 7074 CONSULTANT FEE 19738 19738 LEGAL FEES 516 516 FOREIGN TAX PAID 2139 2139