2020-09-29T13:38:38-05:00 2019-12-31 562058877 WESLEY M MEASAMER CPA PA 115 REGENCY BLVD GREENVILLE NC 27834 990PF 2019-01-01 274171977 HORTON FAMILY FOUNDATION INC HORT 2524142579 527 LONGMEADOW ROAD GREENVILLE NC 27858 JOSEPH LOYD HORTON III PRES / TREASURER 2524142579 2020-09-24 1 WESLEY M MEASAMER CPA P00227839 2523531355 66.76.198.112 2020-09-24 16:55:24 ED P F1F5FFF96BFA1E3EAF4E5DBE822D52F91743F031 512F8F0286207A122BABAEDDEEA31A2FC275FEC4 2019 2021-04-22 16:20:28Z X 1414053 X 75000 4690 4690 30824 30824 203413 1016570 203413 0 -121 313927 238806 0 0 0 265 265 0 2850 2850 0 14095 14095 0 33 33 0 154 154 0 17397 17397 0 58200 58200 75597 17397 58200 238330 221409 3350 303 303 74562 118292 118292 494733 782613 920130 148611 77517 86372 260196 241057 288956 981452 1219782 1414053 0 0 X 981452 1219782 981452 1219782 981452 1219782 981452 238330 0 1219782 0 1219782 STCG/L COVERED-SEE ATTACHED P 2019-01-01 2019-12-31 364587 344493 20094 20094 STCG/L NONCOVERED-SEE ATTACHED P 2019-01-25 2019-07-05 232 227 5 5 LTCG/L COVERED-SEE ATTACHED P 2001-01-01 2019-12-31 638394 458780 179614 179614 LTCG/L NONCOVERED-SEE ATTACHED P 2015-07-21 2019-07-05 5558 9657 -4099 -4099 CAPITAL GAINS DIVIDENDS P 7799 7799 7799 203413 1 4428 0 4428 0 4428 0 0 0 0 50 4478 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 860130 188595 241057 1289782 0 0 1289782 19347 1270435 63522 63522 4428 4428 59094 0 59094 0 59094 58200 0 58200 0 58200 59094 51471 2014 2013 16859 0 58200 51471 0 0 6729 0 0 0 0 16859 0 16859 0 52365 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 35000 GREENVILLE MUSEUM OF ART 802 S EVANS ST GREENVILLE NC 27834 N/A 501(C)3 TO PROVIDE & PROMOTE VISUAL ART THROUGH COLLECTIONS, EXHIBITIONS & EDUCATION. 1000 ROTARY DISTRICT D7720 CHARITABLE TRUST PO BOX 155 HERTFORD NC 27944 N/A 501(C)3 ASSIST WITH HURRICANE RELIEF SERVICES 700 ST PAUL'S EPISCOPAL CHURCH 401 EAST FOURTH ST GREENVILLE NC 27858 N/A 509(A) (1) LEGACY FUND FOUNDATION 21000 THE EAST CAROLINA MUSICAL ARTS EDUCATION FOUNDATION - FRIENDS OF THE FISK PO BOX 3941 GREENVILLE NC 27836 N/A 501(C)3 TO PROVIDE SUPPORT TO THE ORGANIZATION FOR OPUS 126. 500 58200 0 14 4690 14 30824 18 203413 0 238927 0 238927 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 75000 X ACCOUNTING FEES 2850 2850 0 BANK AMER CORP 25000 33600 GOLDMAN SACHS (SX5E MPCD ISS GS) 25000 24800 PNC FINANCIAL VAR PFD 6457 6519 REINSURANCE GRPS6.2% 4279 4382 US BANCORP PFD 6166 6297 GENERAL ELECTRIC CO 10615 10774 LOCKHEED MARTIN CORP 111540 233628 AIR PRODUCT & CHEMICALS 21898 22559 ALERIAN MLP 22131 18802 AMERICAN ELECTRIC POWER INC 10442 11058 BLACKROCK TCP CAPITAL 4586 4524 CISCO SYSTEMS INC 19539 16786 CRACKER BARREL OLD COUNTRY 16578 14759 EDISON INTL 10625 12141 GLOBAL X FUND 10573 9330 HOME DEPOT INC 21877 22712 ILLINOIS TOOL WORKS INC 17069 21017 INVESCO TR II 25511 26102 INVESCO TR II FUND HI YIELD 16651 16910 ISHARES 7-10 YR TREASURY BD 5585 5621 ISHARES 20+YEAR TREASURY BD 6206 6368 ISHARES 1-3 YR TREASURY BD 5914 5924 JOHNSON & JOHNSON 9578 9919 ISHARES MBS ACQ'D TAX LOTS 44589 44845 KIMBERLY-CLARK CORP 9506 9629 KONTOOR BRANDS INC 928 1302 LAMAR ADVERTISING CO NEW 12816 14103 NATIONAL RETAIL PPTYS INC 17052 17212 NEW MOUNTAIN FINANCE CRP 4645 4562 PEOPLE'S UNITED FINANCIAL 13979 13892 PFIZER INCORP ACQ'D NET TAX LOTS 14403 13204 PIMCO 0-5 YR HI YIELD CORP BD 7413 7380 PROCTER & GAMBLE CO 18794 20858 PROGRESSIVE CORP OHIO 22247 19183 ROCKWELL AUTOMATION INC 17207 22091 SPDR BLOOMBERG BARCLAYS SHRT TERM HI 41126 40841 SPDR SER TR BLOOMBERG BARCLAYS HI YLD ACQ'D NET TAX LOTS 53694 54332 SPIRE INC 14522 14329 TPG SPECIALTY LENDING INC 4589 5024 US BANKCORP NEW 12476 13815 V F CORPORATION 19785 22623 VANGUARD INTERM TERM CORP BOND 22426 22924 VANGUARD LONG TERM CORP BOND 14931 15711 VANGUARD SHORT TERM CORP BD 18815 18961 VERIZON COMMUNICATIONS 8528 9210 WALMART INC 17193 18301 WATSCO INC 19161 21258 XCEL ENERGY INC 15485 16380 AMER FUNDS NEW AT COST 241057 288956 LEGAL FEES 265 265 0 ENERGY TRANSFER PARATNERS LC 0 9 0 ENERGY TRANSFER PARATNERS LC 0 -130 0 ADMINISTRATIVE FEES 14095 14095 0 JOSEPH LOYD HORTONIII 527 LONGMEADOW RD GREENVILLE NC 27858 FOREIGN TAX WITHHELD 33 33 0