2025-04-10T11:01:54-05:00 2024-12-31 941687665 BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 990PF 2024-01-01 204870274 R B SELLARS FOUNDATION INC CO BANK OF SELL 8888663275 PO BOX 653067 DALLAS TX 752653067 PETER SELLARS TRUSTEE 8888663275 2025-03-28 true true KAREN J KISER P00146417 8888663275 2025-03-28 2024 2025-03-06 01:10:19Z X 1186630 X 27086 27086 21158 21158 21158 0 48244 48244 6259 6259 0 0 0 0 0 500 0 0 500 1250 750 0 500 0 0 1201 710 0 0 0 0 0 0 0 9210 7719 0 1000 100000 100000 109210 7719 0 101000 -60966 40525 0 228481 167343 167343 0 0 0 690723 692727 1019287 0 919204 860070 1186630 0 X 919204 860070 919204 860070 919204 860070 919204 -60966 1832 860070 0 860070 CAPITAL GAIN DIVIDENDS P 21158 21158 563 0 563 0 563 368 0 0 368 0 195 0 0 false false false false false false false true true FL true false false false false true BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 false false false false true false false false false false false false false false false false false false false false false false CHRISTINE COTTON 23 WIANNO CIRCLE OSTERVILLE MA 026552114 VICE PRESIDENT/DIRECTOR 1 0 RICHARD SELLARS JR 400 BEACH RD ARNOLD MD 210121119 SECRETARY/TREASURER 1 0 CAROLYN SELLARS C/O RICHARD SELLARS PO BOX 349 OSTERVILLE MA 026550349 TRUSTEE 1 0 PETER SELLARS 112 RAYNOR LANE JOHNS ISLAND SC 29455 CO-TRUSTEE 4 0 BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 AGENT FOR FIDUCIARY 1 6259 NONE 0 NONE 0 N/A N/A 0 7843 0 7843 0 0 7843 118 7725 386 386 563 563 0 0 0 0 101000 0 0 0 0 101000 0 0 0 0 0 0 0 0 0 101000 0 0 0 0 101000 0 0 101000 0 0 0 0 0 0 0 101000 0 0 0 0 101000 X BARRIER ISLANDS FREE MEDICAL CLINIC 3226 MAYBANK HIGHWAY JOHNS ISLAND SC 29455 N/A PC UNRESTRICTED GENERAL 100000 100000 14 27086 18 21158 48244 48244 false false false false false false false false false false TAX PREPARATION FEE - BOA 1250 750 500 464287655 ISHARES TR RUSSELL 2 921943858 VANGUARD FTSE DEVELO 922042858 VANGUARD FTSE EMERGI 22544R305 CREDIT SUISSE COMMOD 464287226 ISHARES CORE U.S. AG 464287499 ISHARES RUSSELL MIDC 922908363 VANGUARD 500 INDEX F 543487110 LOOMIS SAYLES GROWTH 64128R608 NEUBERGER BERMAN LON 94975P447 ALLSPRING SPECIAL SM 412295107 HARDING LOEVNER INTL 413838723 OAKMARK INTL FD CL I 464287101 ISHARES S&P 100 207019704 CONESTOGA SMALL CAP 74925K367 ABBEY CAPITAL FUTURE 09250J734 BLACKROCK EVENT DRIV 25264S841 DIAMOND HILL LARGE C 693390882 PIMCO INTERNATIONAL 55273W475 MFS MID CAP VALUE FU 72201M487 PIMCO DYNAMIC BOND F 957663677 WESTERN ASSET CORE B 41665X859 HARTFORD SCHRODERS E 47803P476 JOHN HANCOCK SEAPORT 46429B689 ISHARES EDGE MSCI MI 46429B697 ISHARES EDGE MSCI MI 09258N604 BLACKROCK MID CAP GR 524686664 BRANDYWINEGLBL GLBL BLACKROCK 30790 40584 CONESTOGA SMALL CAP 17967 28007 DIAMOND HILL LARGE COP 64191 82656 HARDING LOEVNER INTL 30842 31738 OAKMARK INTL FD 12317 17470 HARTFORD SCHRODERS EMERG 51335 54001 INVESCO S & P 500 EQUAL 32958 38551 ISHARES S&P 100 35438 76834 ISHARES RUSSELL MIDCAP 87946 143031 ISHARES TR RUSSELL 2000 23544 38005 ISHARES EDGE MSCI 32487 42974 ISHARES EDGE MSCI 29530 36345 LOOMIS SAYLER GROWTH 68088 122395 MFS MID CAP VALUE 25503 41271 VANGUARD FTSE DEVELOPED 55926 67570 VANGUARD FTSE EMERGING 22557 22065 VANGUARD 500 INDEX FUND 54343 111534 ALLSPRING SPECIAL SMALL 16965 24256 LEGAL FEES - PRINCIPAL (ALLOCA 500 500 TYE INCOME ADJUSTMENT 1832 EXCISE TAX - PRIOR YEAR 123 0 0 EXCISE TAX ESTIMATES 368 0 0 FOREIGN TAXES ON QUALIFIED FOR 595 595 0 FOREIGN TAXES ON NONQUALIFIED 115 115 0