2025-08-05T12:18:36-04:00 2024-12-31 560625018 BUTLER & STOWE PO BOX 2379 GASTONIA NC 280532379 990PF 2024-01-01 800271065 LENA SUE AND C GRIER BEAM FAMILY FOUNDATION LENA 7044352236 PO BOX 205 CHERRYVILLE NC 28021 MICHAEL N BEAM TRUSTEE 7044352236 2025-06-17 true true SHEILA O THORNTON CPA P00125760 7048648311 2025-06-18 2024 2025-03-06 01:10:19Z X 819670 X X 1238 1238 16710 16710 32931 221481 32931 50879 50879 2980 2980 607 607 10355 10355 13942 10962 2980 44000 44000 57942 10962 46980 -7063 39917 9164 70344 70344 638380 569829 748362 656 964 964 648200 641137 819670 0 X 648200 641137 648200 641137 648200 641137 648200 -7063 641137 641137 PUBLICLY TRADED SECURITIES P 196033 188550 7483 7483 32931 7483 555 555 555 697 697 142 142 false false false false false false false true true NC true false false false false true N/A MICHAEL N BEAM 7044352358 PO BOX 205 CHERRYVILLE NC 28021 false false false false false false false false false false false false false false false false false false false false MICHAEL N BEAM PO BOX 205 CHERRYVILLE NC 28021 TRUSTEE 000.00 0 0 0 M'SHEL BEAM BOWEN 7051 SUNSHINE MEADOW LANE CHERRYVILLE NC 28021 TRUSTEE 000.00 0 0 0 NONE NONE N/A 759078 39754 810 799642 799642 11995 787647 39382 39382 555 555 38827 38827 38827 46980 46980 38827 28177 46980 28177 18803 20024 X TRI-COUNTY ANIMAL RESCUE PO BOX 483 ALEXIS NC 28006 PC ANIMAL RESCUE 1000 FIRST UNITED METHODIST CHURCH 601 N PINK STREET CHERRYVILLE NC 28021 PC RELIGIOUS 10000 HOLY ANGELS INC 6600 WILKINSON BLVD BELMONT NC 28012 PC CHARITABLE-RELIEF FOR DISTRESSED 2500 ST JUDES CHILDRENS RESEARCH HOSP 262 DANNY THOMAS PLACE MEMPHIS TN 38105 PC CHARITABLE-MEDICAL SERVICES 10000 THE UPPER ROOM 1908 GRAND AVENUE NASHVILLE TN 37212 PC RELIGIOUS 500 WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA KS 66675 PC CHARITABLE -RELIEF FOR DISTRESSED 500 WORLD WILDLIFE FUND INC 1250 24TH ST N W WASHINGTON DC 20037 PC CHARITABLE - NATURE CONSERVATION 250 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC CHARITABLE - RELIEF FOR DISTRESSED 500 THE NORTH CAROLINA PUBLIC TELEVISIO 10 UNC-TV DRIVE RESEARCH TRIANGLE NC 27709 PC PUBLIC TV NETWORK SERVING NC 750 LEVINE CHILDREN'S HOSPITAL 1000 BLYTHE BLVD CHARLOTTE NC 28203 PC CHARITABLE-MEDICAL SERVICES 7500 BROTHER WOLF ANIMAL RESCUE 23 HERITAGE DR ASHEVILLE NC 28806 PC ANIMAL RESCUE 500 BELOVED ASHEVILLE 32 OLD CHARLOTTE HWY ASHEVILLE NC 28803 PC CHARITABLE - RELIEF FOR DISTRESSED 5000 GASTON COLLEGE FOUNDATION 201 US-321 DALLAS NC 28034 PC PROVIDING SCHOLARSHIPS FOR STUDENTS 5000 44000 14 1238 1 16710 14 32931 50879 50879 false false false false false false false false false false BUTLER & STOWE 2980 2980 VANGAURD SHORT-TERM FEDERAL FUND AT COST METROPOLITAN WEST TOTAL RETURN BOND AT COST HARBOR CAPITAL APPRECIATION FUND AT COST 62077 122529 MFS VALUE FD AT COST 73917 102792 TOUCHSTONE MID CAP VALUE FD AT COST 35389 42999 OPPENHEIMER DEVLOPING MARKETS FD AT COST 35159 42110 T ROWE PRICE OVERSEAS STOCK FD AT COST 32970 40547 ISHARES CORE S&P 500 ETF AT COST 69981 109494 ISHARES CORE MSCI EMERGING MKTS ETF AT COST 10356 10444 VANGUARD REAL ESTATE ETF AT COST EATON VANCE FLOATING RATE FUND AT COST ISHARES CORE MSCI EAFE ETF AT COST 38140 42168 ISHARES CORE S&P SMALL-CAP ETF AT COST 61840 77773 MADISON MID CAP FUND CLASS R6 723 AT COST 30000 38604 PIMCO COMMODITY REAL RETURN STRAT AT COST PIMCO INCOME FUND CLASS INS 1821 AT COST 60000 59547 VANGUARD INTERMEDIATE TERM BOND INDE AT COST 60000 59355 DIVIDENDS IN TRANSIT (ON C/Y 1099) 656 964 964 EXPENSES INVESTMENT FEES 10355 10355 FOREIGN TAX ON DIVIDEND INCOME 607 607