2021-11-04T15:16:14-05:00 2021-06-30 561951327 John D Adams & Company CPAs PLLC PO Box 529 Garner NC 27529 990PF 2020-07-01 813938600 Partlo Foundation Inc PART 9197729722 PO Box 799 Garner NC 27529 Barry W Partlo President 9197729722 2021-11-03 1 Barry Partlo XXX-XX-XXXX John D Adams CPA P00020625 9197792020 2021-11-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1822314 X 620859 14172 14172 453 453 519 2761293 519 636003 15144 0 0 0 1219 0 1219 4844 0 4844 6582 6582 0 12645 6582 6063 42920 42920 55565 6582 48983 580438 8562 378871 2597 2597 820180 1477514 1477514 0 339952 342203 40793 0 0 1239844 1820063 1822314 0 0 X 0 0 0 0 1239844 1820063 1239844 1820063 1239844 1820063 1239844 580438 0 1820282 219 1820063 Publicly Traded Securities-First Citizens P 2761280 2760759 521 521 Publicly Traded Securities-Edward Jones P 13 15 -2 -2 519 119 0 119 0 119 0 0 0 0 0 0 119 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 N/A Barry W Partlo 9197729722 PO Box 799 Garner NC 27529 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Barry W Partlo 100 Partlo Street Garner NC 27529 President 0.00 0 0 0 Laurie L Partlo 100 Partlo Street Garner NC 27529 Secretary/Treasurer 0.00 0 0 0 Kelly A Partlo 100 Partlo Street Garner NC 27529 Director 0.00 0 0 0 Jarod M Partlo 100 Partlo Street Garner NC 27529 Director 0.00 0 0 0 NONE 0 NONE 0 0 982644 569658 0 1552302 0 0 1552302 23285 1529017 76451 76451 119 119 76332 0 76332 0 76332 48983 0 48983 0 48983 76332 0 0 1775 210332 212107 48983 0 0 0 48983 0 27349 27349 184758 0 0 0 0 0 0 0 184758 184758 X Treasure Coast Hospice Foundation 1201 SE Indian St Stuart FL 34997 None PC General Patient Care Fund 420 YMCA of the Triangle Area Inc 801 Corporate Center Drive Suite 200 Raleigh NC 27607 None PC Poole Family YMCA Annual We Build People Campaign 1000 Carteret Community College 3505 Arendell Street Morehead City NC 28557 None PC Invest, Ignite, Inspire Campaign 40000 The North Carolina Agricultural Foundation Inc Campus Box 7207 Raleigh NC 27695 None PC Financial Assistance for the College of Agriculture at NC State University 1500 42920 0 14 14172 14 453 18 519 0 15144 0 15144 0 0 0 0 0 0 0 0 0 0 X X 1 Nathalie J Partlo Charitable Lead Annuity Trust PO Box 1762 Garner NC 27529 620859 X John D. Adams & Company, CPAs, PLLC 4844 0 4844 Not required in North Carolina Aflac Inc. 234 shares 12523 12687 Kellogg Co. 149 shares 9948 9526 Lockheed Martin Corp. 18 shares 7148 6876 Merck & Co Inc. 254 shares 19048 19609 Organon & Co. 25 shares 939 755 State Street Corp. 153 shares 12544 12734 Texas Instruments Inc. 105 shares 19975 19758 United Parcel Service Inc. Cl B 36 shares 7374 7402 Blackrock Multi Asset Inc A 21,873.388 shares 250453 252856 Narron Wenzel, PA 1219 0 1219 Excise Tax Based on Investment Income 219 Investment Fees 6582 6582 0 Nathalie J Partlo Charitable Lead Annuity Trust PO Box 1762 Garner NC 27529