2017-07-19T14:44:33-05:00 2016-12-31 562058877 Wesley M Measamer CPA PA 115 Regency Blvd Greenville NC 27834 990PF 2016-01-01 274171977 Horton Family Foundation Inc HORT 2524142579 527 Longmeadow Road Greenville NC 27858 Joseph Loyd Horton III Pres / Treasurer 2524142579 2017-07-19 1 Wesley M Measamer CPA P00227839 2523531355 66.76.198.112 2017-07-19 15:06:19 ED P 9D6C1651B4E190998F48DF0C6471D0A0F29D82D4 363506FA23FB5DA03FEA857A7546779A3606A747 2016 2021-01-29 14:40:06Z X 904201 X 74561 2239 2239 21399 21399 2317 12274 2317 -812 100516 25143 0 0 0 6120 0 0 5076 5076 0 111 111 0 11307 5187 0 24400 24400 35707 5187 24400 64809 19956 1 1 1 33054 42989 42989 574910 566216 657107 70323 116908 114433 75330 92313 89671 753618 818427 904201 0 0 X 753618 818427 753618 818427 753618 818427 753618 64809 0 818427 0 818427 SANOFI ADR CALL P 2015-11-20 2016-03-21 65 65 65 ORACLE CORP CALL P 2015-11-20 2016-03-21 96 96 96 THE MOSAIC CO CALL P 2015-11-20 2016-03-21 31 31 31 METLIFE CALL CALL P 2015-11-20 2016-03-21 86 86 86 HEWLETT PACKARD CO CALL P 2016-09-01 2016-11-27 90 90 90 CHEVRON CORP CALL P 2015-11-20 2016-03-21 76 76 76 PFIZER CO CALL P 2015-11-20 2016-03-21 78 78 78 HP INC CALL P 2015-11-20 2016-05-23 129 129 129 FORD MOTOR CO CALL P 2015-11-20 2016-03-21 75 75 75 JPMORGAN CHASE & CO CALL P 2015-11-20 2016-02-22 72 72 72 COCA COLA CALL P 2015-11-20 2016-02-22 26 26 26 FORD MOTOR CO CALL P 2016-09-01 2016-12-19 27 27 27 CISCO SYSTEMS CALL P 2015-11-20 2016-04-18 300 300 300 BOEING CO CALL P 2015-11-20 2016-02-22 101 101 101 GENERAL ELECTRIC CALL P 2015-11-20 2016-06-20 96 96 96 MCDONALDS CORP CALL P 2015-11-20 2016-03-21 89 89 89 HEWLETT PACKARD CO CALL P 2015-11-20 2016-05-23 90 90 90 TAL INT'L GROUP CALL P 2015-11-20 2016-04-18 76 76 76 QUALCOMM INC CALL P 2015-11-20 2016-04-18 72 72 72 ELI LILLY CALL P 2015-11-20 2016-04-18 278 278 278 200 SHARS CENTURYLINK INC P 2012-08-28 2016-04-18 6450 8377 -1927 -1927 100 SHRS TAL INT'L GRP P 2013-03-28 2016-07-13 1580 1580 0 0 Capital Gains Dividends P 2291 2291 2291 2317 1 399 0 399 0 399 395 395 4 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 N/A Loyd 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 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 771540 42990 89671 904201 0 0 904201 13563 890638 44532 44532 399 399 44133 0 44133 0 44133 24400 0 24400 0 24400 44133 24220 2014 2013 16859 0 24400 24220 0 0 180 0 0 0 0 16859 0 16859 0 43953 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 Vidant Medical Center Foundation 690 Medical Dr Greenville NC 27835 N/A 509(a) (1) Unrestricted Donation 20000 St Paul's Episcopal Church 401 East Fourth St Greenville NC 27858 N/A 509(a) (1) Legacy Fund Foundation 4000 St Paul's Episcopal Church 401 East Fourth St greenville NC 27858 N/A 509(a) (1) Unrestricted Donation 400 24400 0 14 388 1851 14 21399 18 2317 0 24104 1851 25955 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 74560 X X 1 15000 shrs Assured Guaranty US HLDG Co 5.00% 7/1/2024 15808 2016-02-08 1 25000 shrs WAL-MART Stores Inc 5.875% 4/5/2027 32201 2016-02-08 1 275 shrs ANWFX-Amer Funds New Perspective 9611 2016-05-05 1 60 shrs ANWFX-Amer Funds New Perspective 2097 2016-05-05 1 125 shrs ANWFX-Amer Funds New Perspective 4369 2016-05-05 ACCOUNTING FEES 6120 0 0 BB&T CO 19313 17813 BANK OF AMERICA CORP 18795 18818 NATIONAL RETAIL PROPERTIES 23900 23110 PUBLIC STORAGE 8316 7910 ASSURED GUARANTY US HLDG 15554 15842 WAL-MART STORES INC 31030 30940 ABBVIE INC 9509 12524 BOEING CO 14474 15568 CHEVRON CORP 21615 23540 CICSO SYS INC 13333 18132 COCA COLA COM 7642 8292 DJIA MITTS ISSUER 25000 24850 DOLLAR TREE INC 18098 17443 ELI LILLY & CO 11823 14710 FORD MOTOR CO 5192 3639 GENERAL ELECTRIC 6708 9480 HONEYWELL INTL INC 8676 11585 GLAXOSMITHKLINE PLC 10581 7702 HEWLETT PACKARD 4795 6942 HP INC 4363 4452 JPMORGAN CHASE & CO 11269 17258 LOCKHEED MARTIN CORP 265651 357164 MCDONALDS CORP 9755 12172 METLIFE INC 10424 10778 ORACLE CORP $0.01 DEL 12521 11535 PHILIP MORRIS INTL 8637 9149 PFIZER INC 6173 6496 QUALCOMM INC 13061 13040 SANOFI ADR 4842 4044 SUNOCO LOGISTICS PRTS LP 10686 7206 SX5E MPCD ISS GS 25000 22400 TRITON INTL LTD (TAL INTL EXCHNG) 3365 1580 THE MOSAIC COMP 8094 2933 WHITING PETROLEUM CORP 14883 2404 ADVANSIX 46 89 AMER FUNDS NEW AT COST 63863 62719 EATON VANCE TAX MANAGED AT COST 14514 14868 EATON VANCE TAX MAN GLB AT COST 13936 12084 MERRILL-LYNCH BROKER FEES 5075 5075 0 OTHER INVESTMENT FEES 1 1 0 Joseph Loyd HortonIII 527 Longmeadow Rd Greenville NC 27858 FOREIGN TAX WITHHELD 111 111 0