2022-11-15T11:13:05-06:00 2021-12-31 562058877 WESLEY M MEASAMER CPA PA 115 REGENCY BLVD GREENVILLE NC 27834 990PF 2021-01-01 274171977 HORTON FAMILY FOUNDATION INC HORT 2524142579 527 LONGMEADOW ROAD GREENVILLE NC 27858 JOSEPH LOYD HORTON III PRES / TREASURER 2524142579 2022-11-08 1 JOSEPH LOYD HORTON III XXX-XX-XXXX WESLEY M MEASAMER CPA P00227839 2523531355 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 1682297 X 100000 524 404 38510 38510 58914 457886 58914 329 329 198277 98157 0 0 0 750 750 0 2850 2850 0 17756 17756 0 179 179 0 720 720 0 1754 1754 0 24009 24009 0 75850 75850 99859 24009 75850 98418 74148 226 177 177 8792 38995 38995 0 31047 31045 909622 860209 1025286 68995 68995 84828 263439 350069 501966 1251074 1349492 1682297 0 0 X 1251074 1349492 1251074 1349492 1251074 1349492 1251074 98418 0 1349492 0 1349492 STCG/L - PUBLICLY TRADED SECURITIES P 100004 103111 -3107 -3107 STCG/L - PUBLICLY TRADED SECURITIES P 4998 4998 0 0 LTCG/L - PUBLICLY TRADED SECURITIES P 311416 280861 30555 30555 LTCG/L - PUBLICLY TRADED SECURITIES P 10002 10002 0 0 CAPITAL GAINS DIVIDENDS P 31466 31466 31466 58914 1031 0 1031 0 1031 0 0 0 0 0 5 1036 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 N/A LLOYD HORTON 2524142579 527 LONGMEADOW ROAD GREENVILLE NC 27858 0 0 0 0 0 0 0 0 1 2014 1 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH LOYD HORTON III 527 LONGMEADOW RD GREENVILLE NC 27858 PRE/TREASURER 1.00 0 0 0 DOROTHY JAMISON HORTON 527 LONGMEADOW RD GREENVILLE NC 27858 VP/SECRETARY 0.50 0 0 0 CAROLYN CHRISTIAN HORTON 527 LONGMEADOW RD GREENVILLE NC 27858 VP/ASST SECR 0.50 0 0 0 NONE 0 NONE 0 PROVIDE FUNDING ONLY TO SECTION 501(C)(3) CHARITABLE ORGANIZATIONS IN NEED OF SUPPORT. 0 0 1110115 39171 533011 1682297 0 0 1682297 25234 1657063 82853 82853 1031 1031 81822 0 81822 0 81822 75850 0 75850 81822 54010 2014 2013 16859 0 75850 54010 0 0 21840 0 0 0 0 16859 0 16859 0 59982 0 0 0 JOSEPH LOYD HORTON III JOSEPH LOYD HORTON III 527 LONGMEADOW RD GREENVILLE NC 27858 2524142579 WRITTEN COMPREHENSIVE LISTING OF THE ORGANIZATION'S INFORMATION AND THE CHARITABLE NEEDS OF THE ORGANIZATION. NONE POSSIBLE DONEE ORGANIZATIONS ARE LIMITED TO CHARITABLE ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE ORGANIZATION MUST USE THE CONTRIBUTED FUNDS TO PROMOTE RELIGIOUS, SCIENTIFIC, EDUCATIONAL AND OTHER CHARITABLE PURPOSES WITHIN THE STATE OF NORTH CAROLINA NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC CAMPUS BOX 7474 RALEIGH NC 27695 N/A 501(C)3 ASSIST WITH SUPPORTING FINANCIAL ASSISTANCE,LIBRARIES,VARIOUS COLLEGES WITHIN THE UNIVERSITY 55000 ST PAUL'S EPISCOPAL CHURCH 401 EAST FOURTH ST GREENVILLE NC 27858 N/A 509(A) (1) LEGACY FUND FOUNDATION 14600 THE SALVATION ARMY MEMORIAL DR GREENVILLE NC 27836 N/A 501(C)3 TO ASSIST WITH FAMILIES IN NEED. 2000 UNIVERSITY CITY KIWANIS CLUB -KIWANIS SANTA PROJECT 621 W FIRE TOWER RD WINTERVILLE NC 28590 N/A 501(C)3 SUPPORT SANTA PROJECT FOR CHILDREN OF THE BOYS & GIRLS CLUB 250 BERTIE COUNTY HUMANE SOCIETY-DIVISION OF ROANOKE CHOWAN HUMANE SOCIETY INC PO BOX 516 POWELLSVILLE NC 27967 N/A 501(C)3 OUR MISSION IS TO PROTECT AND SHELTER THE STRAY, ORPHANED, ABANDONED, & UNWANTED ANIMALS OF BERTIE COUNTY. 500 MARINE TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DR TRIANGLE VA 22172 N/A 501(C)3 THE BASIC MISSION OF THE MARINE TOYS FOR TOTS PROGRAM IS TO COLLECT NEW UNWRAPPED TOYS AND DISTRIBUTE THOSE TOYS TO LESS FORTUNATE CHILDREN AT CHRISTMAS. 1000 NEW LIFE CAMP 9927 FALLS OF NEUSE RD RALEIGH NC 27614 N/A 501(C)3 NLC STRIVES TO BE A LOCATION WHERE CHILDREN AND THEIR FAMILIES ARE ACCEPTED AND EXPOSED TO THE LOVE OF JESUS WHILE EXPERIENCING ADVENTURE, EXHILARATION, EQUIPPING, AND BELONGING. 1000 GREENVILLE MUSEUM OF ART 802 SOUTH EVANS ST GREENVILLE NC 27834 N/A 501(C)3 TO INSPIRE, EDUCATE, AND CONNECT PEOPLE THROUGH THE VISUAL ARTS BY WAY OF OUR COLLECTION, EXHIBITIONS, AND PROGRAMS. 1000 EAST CAROLINA MUSICAL ARTS ED FOUNDATION PO BOX 3941 GREENVILLE NC 27836 N/A 501(C)3 TO ENCOURAGE AND SUPPORT COLLABORATIVE VENTURES BETWEEN ST. PAUL'S EPISCOPAL CHURCH, THE EAST CAROLINA UNIVERSITY SCHOOL OF MUSIC, AND THE CITY OF GREENVILLE NORTH CAROLINA 500 75850 0 14 524 14 38510 329 18 58914 0 97948 329 98277 4 N/A 5 N/A 8 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 JOSEPH LOYD HORTON III LONGMEADOW RD GREENVILLE NC 27858 100000 X ACCOUNTING FEES 2850 2850 0 BANK AMER CORP 25000 37775 GOLDMAN SACHS (SX5E MPCD ISS GS) 25000 29150 PNC FINANCIAL VAR PFD 7229 6873 REINSURANCE GRPS6.2% 4824 4605 US BANCORP PFD 6942 6425 LOCKHEED MARTIN CORP 139835 239902 AIR PRODUCT & CHEMICALS 16097 21602 AMERICAN ELECTRIC POWER INC 17614 17794 CISCO SYSTEMS INC 21628 25475 EDISON INTL 12049 12422 HOME DEPOT INC 11663 22826 ILLINOIS TOOL WORKS INC 8585 14314 INVESCO TR II 33009 34395 ISHARES MBS ACQ'D TAX LOTS 47094 46517 LAMAR ADVERTISING CO NEW 14506 21591 NATIONAL RETAIL PPTYS INC 19085 17353 PEOPLE'S UNITED FINANCIAL 15670 16804 PFIZER INCORP ACQ'D NET TAX LOTS 15197 22793 PROCTER & GAMBLE CO 9653 14068 PROGRESSIVE CORP OHIO 16635 20735 SPDR BLOOMBERG BARCLAYS SHRT TERM HI 44954 45123 SPIRE INC 16244 12718 US BANKCORP NEW 27462 27467 V F CORPORATION 7849 7102 VANGUARD LONG TERM CORP BOND 20011 21803 VERIZON COMMUNICATIONS 9654 8885 WALMART INC 10072 13167 WATSCO INC 11823 22840 XCEL ENERGY INC 17415 19565 XTRACKERS USD HIGH YLD 83725 87011 CHEVRON CORP 15606 16194 INTEL CORP 18381 17201 INVESCO TR II TAXABLE MUN 22777 22775 BANK OF NY MELLON CORP 29618 32931 ISHARES TR BROAD USD HI YLD 71935 71918 PHILLIPS 66 26540 21521 PNC FINANCIAL SVCS GRP 27823 28474 31047 31045 0 0 AMER FUNDS NEW AT COST 350069 501966 LEGAL FEES 750 750 0 OFFICE EXPENSE 273 273 0 PHONE EXPENSE 1348 1348 0 OTHER EXPENSE 133 133 0 ENERGY TRANSFER PARNERS LP 329 329 329 ADMINISTRATIVE FEES 17756 17756 0 JOSEPH LOYD HORTONIII 527 LONGMEADOW RD GREENVILLE NC 27858 EXCISE TAX 179 179 0