2025-09-17T07:53:46-05:00 2024-12-31 562058877 WESLEY M MEASAMER CPA PA 115 REGENCY BLVD GREENVILLE NC 27834 990PF 2024-01-01 274171977 HORTON FAMILY FOUNDATION INC HORT 2524142579 527 LONGMEADOW ROAD GREENVILLE NC 27858 JOSEPH LOYD HORTON III PRES / TREASURER 2524142579 2025-08-25 1 1 WESLEY M MEASAMER CPA P00227839 2523531355 2024 2025-03-06 01:10:19Z X 1885706 X 105000 1087 1087 44721 44721 31629 295056 31629 182437 77437 0 0 0 100 100 0 2850 2850 0 18307 18307 0 306 306 0 913 913 0 22476 22476 0 87155 87155 109631 22476 87155 72806 54961 2153 86007 21583 21583 31047 0 0 916256 1031770 1302919 381388 436304 561204 1416851 1489657 1885706 0 0 X 1416851 1489657 1416851 1489657 1416851 1489657 1416851 72806 0 1489657 0 1489657 STCG/L-PUBLICLY TRADED SECURITIES P 76620 74240 2380 2380 STCG/L-PUBLICLY TRADED SECURITIES P 30000 30000 0 0 LTCG/L-PUBLICLY TRADED SECURITIES P 165309 159187 6122 6122 CAPITAL GAINS DIVIDENDS P 23127 23127 23127 31629 764 0 764 0 764 0 0 0 0 0 18 782 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 1302917 21583 561204 1885704 0 0 1885704 28286 1857418 92871 92871 764 764 92107 0 92107 0 92107 87155 0 87155 92107 56553 0 0 87155 56553 0 0 30602 0 0 0 0 0 0 0 0 61505 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 34155 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. 2000 ACADEMY31 3504 EDWARDS MILL RD RALEIGH NC 27612 N/A 501(C)3 SCHOOL TO TRAIN UP GODLY YOUNG WOMEN OF CHARACTER AND COMPETENCE. 1000 SAMARITAN'S PURSE INTERNATIONAL RELIEF PO BOX 3000 BOONE NC 28670 N/A 501(C)3 HELPING TO MEET NEED OF VICTIMS OF WAR,POVERTY,NATURAL DISASTERS,DISEASE & FAMINE WITH PURPOSE OF SHARING GOD'S LOVE, SERVING THE CHURCH WORLDWIDE. 2000 NORTH CAROLINA STATE UNIVERSITY FOUNDATIION INC PO BOX 7474 RALEIGH NC 27695 N/A 501(C)3 ADVANCING ACADEMIC,RESEARCH, AND OUTREACH ENTERPRISE AND FUELING OPPORTUNITIES TO BENEFIT NORTH CAROLINA AND BEYOND THROUGH THE LAWRENCE DAVENPORT EXTRAORDINARY OPPORTUNITY SCHOLARSHIP ENDOWMENT. 5000 NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION INC 401 EAST FOURTH ST RALEIGH NC 27695 N/A 501(C)3 ADVANCING ACADEMIC,RESEARCH, AND OUTREACH ENTERPRISE AND FUELING OPPORTUNITIES TO BENEFIT NORTH CAROLINA AND BEYOND THROUGH THE HORTON FAMILY FOUNDATAION CALDWELL FELLOWS ENDOWMENT. 40000 EAST CAROLINA MUSICAL ARTS EDUCATION FOUNDATION PO BOX 3941 GREENVILLE NC 27836 N/A 501(C)3 TO ENCOURAGE & SUPPORT CLLABORATIVE VENTURES BETWEEN ST.PAUL'S EPISCOPAL CHURCH, THE EAST CAROLINA SCHOOL OF MUSIC AND THE CITY OF GREENVILLE. 2000 87155 0 14 1087 14 44721 18 31629 0 77437 0 77437 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 35181 X 2 JOSEPH LOYD HORTON III LONGMEADOW RD GREENVILLE NC 27858 10006 X 3 JOSEPH LOYD HORTON III LONGMEADOW RD GREENVILLE NC 27858 9988 X 4 JOSEPH LOYD HORTON III LONGMEADOW RD GREENVILLE NC 27858 9912 X 5 JOSEPH LOYD HORTON III LONGMEADOW RD GREENVILLE NC 27858 9924 X 6 JOSEPH LOYD HORTON III LONGMEADOW RD GREENVILLE NC 27858 9992 X 7 JOSEPH LOYD HORTON III LONGMEADOW RD GREENVILLE NC 27858 10032 X 8 JOSEPH LOYD HORTON III LONGMEADOW RD GREENVILLE NC 27858 9965 X 2 470 SHRS ISHARES TR 10006 2024-06-20 3 440 SHRS ISHARES TR 9988 2024-06-20 4 400 SHRS ISHARES TR 9912 2024-06-20 5 400 SHRS ISHARES TR 9924 2024-06-20 6 420 SHRS ISHARES TR 9992 2024-06-20 7 400 SHRS ISHARES TR 10032 2024-06-20 8 420 SHRS ISHARES TR 9965 2024-06-20 ACCOUNTING FEES 2850 2850 0 LOCKHEED MARTIN CORP 111540 291564 AMERICAN ELECTRIC POWER INC 17852 17893 CISCO SYSTEMS INC 12046 13912 HOME DEPOT INC 5983 10892 ILLINOIS TOOL WORKS INC 11269 17496 PROCTER & GAMBLE CO 9653 14418 XCEL ENERGY INC 10032 11208 CHEVRON CORP 12379 15498 BANK OF NY MELLON CORP 15254 22434 PHILLIPS 66 15270 18457 AMGEN INC 12046 12771 BOA CORP 17937 20569 GENL DYNAMICS CORP 14026 15282 ISHARES IBONDS 12/2025 59397 60295 ISHARES TR IBONDS 12/2030 55421 56882 ISHARES TR IBONDS 12/2029 55340 56863 ISHARES TR IBONDS 12/2026 59803 60512 JOHNSON & JOHNSON 15754 14028 MERCK & CO INC NEW 19553 19001 MICROSOFT CORP 30365 51002 UNITEDHEALTH GRP 18741 19223 COMCAST CORP NEW 8636 8857 CORTEVA INC 7097 7860 DOVER CORP COMMON 13113 17072 EOG RESOURCES 14317 14219 IBM CORP 3339 5716 INTUIT INC 11078 17598 KIMBERLY-CLARK CORP 6151 6159 QUEST DIAGNOSTICS INC 6949 8448 AUTOMATIVE DATA PROCESSING ADP 8641 12002 BLACKROCK INC 12376 19477 GENUINE PARTS CO COM 16732 11793 GILEAD SCIENCES INC 15019 17458 JPMORGAN CHASE & CO 11246 19896 MARSH & MCLENNAN COMPANIES 11631 15718 MCDONALDS CORP 21134 23191 NEXTERA ENERGY UNC 13706 13693 PEPSICO INC 12963 11405 STARBUCKS CORP 15200 14144 TARGET CORP 8641 7300 UNITED PARCEL SERVICE-B 13899 9584 WASTE MGMT INC DEL 12100 16143 ISHARES IBONDS 12/2028 51849 51518 ISHARES IBONDS 12/2027 51919 51921 ISHARES IBONDS 12/2032 52198 50733 ISHARES IBONDS 12/2031 52175 50814 AMER FUNDS NEW AT COST 404491 529391 GOLDMAN SACH FINL SQ TREASURY OBLIGS AT COST 31813 31813 LEGAL FEES 100 100 0 PHONE EXPENSE 804 804 0 OTHER EXPENSE 109 109 0 ADMINISTRATIVE FEES 18307 18307 0 JOSEPH LOYD HORTONIII 527 LONGMEADOW RD GREENVILLE NC 27858 EXCISE TAX 306 306 0