2021-11-01T09:58:41-05:00 2020-12-31 562058877 WESLEY M MEASAMER CPA PA 115 REGENCY BLVD GREENVILLE NC 27834 990PF 2020-01-01 274171977 HORTON FAMILY FOUNDATION INC HORT 2524142579 527 LONGMEADOW ROAD GREENVILLE NC 27858 JOSEPH LOYD HORTON III PRES / TREASURER 2524142579 2021-10-28 1 JOSEPH LOYD HORTON III XXX-XX-XXXX WESLEY M MEASAMER CPA P00227839 2523531355 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1507085 X 94538 435 435 35797 35797 -1289 240078 0 0 -270 129481 35962 0 0 0 1500 1500 0 2850 2850 0 16925 14197 0 4478 4478 0 36 36 0 25789 23061 0 72400 72400 98189 23061 72400 31292 12901 303 226 226 118292 8792 8792 782613 909622 1031293 77517 68995 80097 241057 263439 386677 1219782 1251074 1507085 0 0 X 1219782 1251074 1219782 1251074 1219782 1251074 1219782 31292 0 1251074 0 1251074 STCG/L-COVERED SEE ATTACHED P 2020-12-31 109707 117674 -7967 -7967 STCG/L-NONCOVERED SEE ATTACHED P 2020-12-31 69278 71581 -2303 -2303 LTCG/L-COVERED SEE ATTACHED P 2020-12-31 46709 52112 -5403 -5403 CAPITAL GAINS DIVIDENDS P 14384 14384 14384 -1289 179 0 179 0 179 0 0 0 0 0 0 179 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 2013 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 1111389 9018 386677 1507084 0 0 1507084 22606 1484478 74224 74224 179 179 74045 0 74045 0 74045 72400 0 72400 0 72400 74045 52365 2014 2013 16859 0 72400 52365 0 0 20035 0 0 0 0 16859 0 16859 0 54010 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 70000 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 200 ST PAUL'S EPISCOPAL CHURCH 401 EAST FOURTH ST GREENVILLE NC 27858 N/A 509(A) (1) LEGACY FUND FOUNDATION 2000 THE SALVATION ARMY MEMORIAL DR GREENVILLE NC 27836 N/A 501(C)3 TO ASSIST WITH FAMILIES IN NEED. 200 72400 0 14 435 14 35797 18 -1289 0 34943 0 34943 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 94538 X ACCOUNTING FEES 2850 2850 0 BANK AMER CORP 25000 35175 GOLDMAN SACHS (SX5E MPCD ISS GS) 25000 26025 PNC FINANCIAL VAR PFD 7229 7150 REINSURANCE GRPS6.2% 4824 4895 US BANCORP PFD 6942 6852 LOCKHEED MARTIN CORP 149266 248486 AIR PRODUCT & CHEMICALS 24537 29508 AMERICAN ELECTRIC POWER INC 17614 16654 CISCO SYSTEMS INC 21628 17990 EDISON INTL 12049 11433 HOME DEPOT INC 16290 20453 ILLINOIS TOOL WORKS INC 8585 11825 INVESCO TR II 33009 34991 INVESCO TR II FUND HI YIELD 18705 19187 ISHARES 7-10 YR TREASURY BD 20607 20991 ISHARES 20+YEAR TREASURY BD 18045 19716 ISHARES 1-3 YR TREASURY BD 6600 6738 ISHARES MBS ACQ'D TAX LOTS 72757 74007 LAMAR ADVERTISING CO NEW 14506 14813 NATIONAL RETAIL PPTYS INC 19042 14772 PEOPLE'S UNITED FINANCIAL 15670 12193 PFIZER INCORP ACQ'D NET TAX LOTS 15197 14209 PIMCO 0-5 YR HI YIELD CORP BD 8288 8152 PROCTER & GAMBLE CO 14942 18506 PROGRESSIVE CORP OHIO 24610 29367 ROCKWELL AUTOMATION INC 8836 13795 SPDR BLOOMBERG BARCLAYS SHRT TERM HI 46039 45869 SPDR SER TR BLOOMBERG BARCLAYS HI YLD ACQ'D NET TAX LOTS 74035 75169 SPIRE INC 16244 12488 US BANKCORP NEW 14164 12579 V F CORPORATION 22492 22634 VANGUARD INTERM TERM CORP BOND 9065 9714 VANGUARD LONG TERM CORP BOND 20011 22880 VANGUARD SHORT TERM CORP BD 10336 10656 VERIZON COMMUNICATIONS 9654 10046 WALMART INC 19450 25226 WATSCO INC 11823 16538 XCEL ENERGY INC 17415 19268 XTRACKERS USD HIGH YLD 38047 41675 CHEVRON CORP 15606 11654 EXON MOBILE CORP 15097 9439 INTEL CORP 18381 16640 INVESCO TR II TAXABLE MUN 10162 10151 VIATRIS INC 818 881 AMER FUNDS NEW AT COST 248439 371677 FIDELITY FD TREASURY ONLY AT COST 15000 15000 LEGAL FEES 1500 1500 0 ENERGY TRANSFER PARNERS LP 0 -270 0 ADMINISTRATIVE FEES 16925 14197 0 JOSEPH LOYD HORTONIII 527 LONGMEADOW RD GREENVILLE NC 27858 EXCISE TAX 4478 4478 0