2024-05-14T08:08:31-05:00 2023-12-31 562058877 WESLEY M MEASAMER CPA PA 115 REGENCY BLVD GREENVILLE NC 27834 990PF 2023-01-01 274171977 HORTON FAMILY FOUNDATION INC HORT 2524142579 527 LONGMEADOW ROAD GREENVILLE NC 27858 JOSEPH LOYD HORTON III PRES / TREASURER 2524142579 2024-05-08 1 JOSEPH LOYD HORTON III XXX-XX-XXXX 0 WESLEY M MEASAMER CPA P00227839 2523531355 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1718766 X 99858 851 851 42893 42893 -10607 406009 0 132995 43744 0 0 0 700 700 0 2850 2850 0 16569 16569 0 715 715 0 880 880 0 21714 21714 0 88100 88100 109814 21714 88100 23181 22030 2015 2153 2153 196190 86007 86007 31047 31047 28214 803409 916256 1146418 362009 381388 455974 1394670 1416851 1718766 0 0 X 1394670 1416851 1394670 1416851 1394670 1416851 1394670 23181 0 1417851 1000 1416851 STCG/L-PUBLICLY TRADED SECURITIES P 84526 90914 -6388 -6388 STCG/L-PUBLICLY TRADED SECURITIES P 101894 101894 0 0 LTCG/L-PUBLICLY TRADED SECURITIES P 151063 175233 -24170 -24170 LTCG/L-PUBLICLY TRADED SECURITIES P 42989 42552 437 437 STCG/L-PUBLICLY TRADED SECURITIES P 6080 6023 57 57 CAPITAL GAINS DIVIDENDS P 19457 19457 19457 -10607 306 0 306 0 306 0 0 0 0 0 0 306 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 0 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 1146416 88160 73788 1308364 0 0 1308364 19625 1288739 64437 64437 306 306 64131 0 64131 0 64131 88100 0 88100 64131 63663 2014 2013 16859 0 88100 63663 16859 0 7578 0 0 0 0 0 0 0 0 56553 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 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 ST PAUL'S EPISCOPAL CHURCH 401 EAST FOURTH ST GREENVILLE NC 27858 N/A 509(A) (1) LEGACY FUND FOUNDATION 86100 THE ROTARY CLUB OF GREENVILLE 809 SOUTH EVANS ST GREENVILLE NC 27858 N/A 501(C)3 SUPPORTING THE LOCAL COMMUNITY BY BRING AWARENESS TO HEALTH SERVICES. 1000 88100 0 14 851 14 42893 18 -10607 0 33137 0 33137 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 99858 X ACCOUNTING FEES 2850 2850 0 REDUCING 2013 AND 2014 UNDISTRIBUTED INCOME TO ZERO - REGULATIONS SECTION 53.4942(A)-3(D)(2)- AFTER REDUCING 2022 UNDISTRIBUTED INCOME TO ZERO. LOCKHEED MARTIN CORP 111540 271944 AMERICAN ELECTRIC POWER INC 8868 8284 CISCO SYSTEMS INC 16659 15813 HOME DEPOT INC 5983 9703 ILLINOIS TOOL WORKS INC 8585 15193 PROCTER & GAMBLE CO 9653 12602 XCEL ENERGY INC 10032 10277 CHEVRON CORP 10955 14618 BANK OF NY MELLON CORP 15254 15199 PHILLIPS 66 13047 19438 AMGEN INC 10154 12385 BOA CORP 14282 12492 GENL DYNAMICS CORP 12823 14022 ISHARES TR IBONDS 12/2031 45405 47522 ISHARES IBONDS 12/2025 49473 49693 ISHARES IBONDS 12/2024 49142 49596 ISHARES TR IBONDS 12/2030 45415 47457 ISHARES TR IBONDS 12/2029 45352 47386 ISHARES TR IBONDS 12/2026 49811 50047 JOHNSON & JOHNSON 14109 13480 MERCK & CO INC NEW 19553 20823 MICROSOFT CORP 33583 50389 UNITEDHEALTH GRP 12077 12635 COMCAST CORP NEW 8636 10349 CORTEVA INC 7097 6613 DIGITAL REALTY TRUST 3236 4307 DOVER CORP COMMON 13113 13997 EOG RESOURCES 14317 14030 IBM CORP 3339 4252 INTUIT INC 11078 17501 ISHARES TR IBONDS 12/2032 48545 51091 KIMBERLY-CLARK CORP 3489 3402 QUEST DIAGNOSTICS INC 6949 7721 AUTOMATIVE DATA PROCESSING ADP 17864 19337 BLACKROCK INC 12376 15424 GENUINE PARTS CO COM 16732 13989 GILEAD SCIENCES INC 15019 15311 JPMORGAN CHASE & CO 14105 17861 MARSH & MCLENNAN COMPANIES 11631 14021 MCDONALDS CORP 19320 21645 NEXTERA ENERGY UNC 13706 11601 PEPSICO INC 12963 12738 STARBUCKS CORP 14562 14113 TARGET CORP 8641 7691 UNITED PARCEL SERVICE-B 13899 11949 WASTE MGMT INC DEL 13884 16477 31047 28214 0 0 AMER FUNDS NEW AT COST 381388 455974 LEGAL FEES 700 700 0 TIMING DIFFERENCE - EXPENSED 2022, CLEARED BANK 2023 1000 PHONE EXPENSE 836 836 0 OTHER EXPENSE 44 44 0 ADMINISTRATIVE FEES 16569 16569 0 JOSEPH LOYD HORTONIII 527 LONGMEADOW RD GREENVILLE NC 27858 EXCISE TAX 372 372 0 FOREIGN TAX 343 343 0