2024-11-04T06:56:23-08:00 2022-12-31 561688300 Foard and Company PA 1347 Harding Place Charlotte NC 28204 990PF 2022-01-01 566052820 Elias S Faison Foundation ELIA 8774461410 1112 Harding Place 100 Charlotte NC 28204 Kiki Koufaliotis Current ED 2024-11-04 true true Garrett Summers P02001620 7043721515 2022 2024-10-15 13:58:12Z X 1869884 X X 1 1 1 40540 40540 40540 13042 183962 13313 53583 53854 40541 15081 15081 924 924 16005 16005 0 101043 101043 117048 16005 101043 -63465 37849 40541 3723 22428 22428 1618015 1535421 1847456 1621738 1557849 1869884 0 X 1736899 1736475 -115161 -178626 1621738 1557849 1621738 1557849 1621738 -63465 1558273 424 1557849 Morgan Stanley- ST covered P 2023-01-01 2023-12-31 22599 29525 -6926 -6926 Morgan Stanley- LT Covered P 2020-01-01 2023-12-31 124591 125017 -426 -426 Morgan Stanley- Non Covered P 2020-01-01 2023-12-31 34045 16378 17667 17667 Capital Gain Dividends 2727 Wash Sale 271 13313 -6743 526 526 526 526 0 false false false false false false false true true true false false false false true N/A Joseph Sammons-Morgan Stanley 2103666677 755 E Mulberry Ste300 San Antonio TX 78212 false false false false false false false false false false false false false false false false true false false true false false false false Zachary J Cappelo MD 6035 Fairview Road Charlotte NC 28210 Director 0.00 0 Anthony J Caprio MD 2001 Vail Avenue 400 Charlotte NC 28207 Director 0.00 0 Marc R Carruth MD 2615 E Seventh Street Charlotte NC 28204 Director 0.00 0 Kristine M Crimmins MD 200 Hawthorne Lane Charlotte NC 28204 Director 0.00 0 Mawuse K Gbegnon MD 19475 Old Jetton Road 200 Cornelius NC 28031 Director 0.00 0 Jane S Harrell MD 1518 E Third Street 150 Charlotte NC 28204 Director 0.00 0 Freeman R Jackson Jr MD PO Box 33549 Charlotte NC 28233 Director 0.00 0 Lacey A Kavanagh PA-C 1237 Harding Place 3100 Charlotte NC 28204 Director 0.00 0 M Faison Knox MD 5821 Fairview Road Charlotte NC 28209 Director 0.00 0 Katherine K Li MD P O Box 32861 Charlotte NC 28232 Director 0.00 0 Kate E Long MD 1338 Hundred Oaks Drive Suite Charlotte NC 28217 President 0.00 0 Babak Mokari DO 601 South Kings Drive Suite J Charlotte NC 28204 Director 0.00 0 James Muller DO 19475 Old Jetton Road 200 Cornelius NC 28031 Director 0.00 0 Scott M Paviol MD 2620 E 7th Street 200 Charlotte NC 28205 Director 0.00 0 Bennal M Perkins MD P O Box 32861 Charlotte NC 28232 Director 0.00 0 Anna T Schmelzer MD 4501 Cameron Valley Parkway 1 Charlotte NC 28211 Director 0.00 0 Matthew Brothers MD 1718 E 4th Street 605 Charlotte NC 28204 Ex-Officio 0.00 0 Sandi D Buchanan ED 1112 Harding Place 100 Charlotte NC 28204 Executive Dir. 0.00 0 Rebecca E Hayes MD FAAFP 2001 Vail Avenue 400 Charlotte NC 28207 Ex-Officio 0.00 0 Douglas R Swanson MD FACEP 4525 Statesville Road Charlotte NC 28269 Ex-Officio 0.00 0 NONE NONE 1576718 13075 0 1589793 0 1589793 23847 1565946 78297 78297 526 526 77771 77771 77771 101043 101043 77771 11543 116586 128129 101043 0 77771 23272 151401 0 151401 11543 116586 23272 X MECKLENBURG COUNTY MEDICAL SOCIETY 1112 HARDING PLACE STE 100 CHARLOTTE NC 28204 PC Medical Society meetings and lectures 101043 101043 1 14 40540 13042 40541 13042 53583 false false false false false false false false false false AT COST 1535421 1847456 Service Fee 15081 15081 0 0 Foreign Taxes 924 924