2025-03-04T09:15:11-06:00 2024-12-31 561031342 WILLIAMS OVERMAN PIERCE LLP 2501 ATRIUM DRIVE SUITE 500 RALEIGH NC 27607 990PF 2024-01-01 473334867 MARTHA B CAPPS FAMILY FOUNDATION INC MART 9198563952 2626 GLENWOOD AVENUE SUITE 550 RALEIGH NC 27608 CAROL CAPPS WOODRY TREASURER 9198563952 2025-02-17 1 0 ERIC DUTTON CPA P01218304 9197823444 2025-02-17 2024 2025-03-06 01:10:19Z X 1598899 X X 32732 32732 266323 1836486 266323 13 13 299068 299068 61000 30500 30500 3900 0 3900 12304 12304 0 1601 10 0 719 0 623 79524 42814 35023 15000 15000 94524 42814 50023 204544 256254 100 100 23751 33886 33886 616288 835545 1107949 478799 453851 456964 1118838 1323382 1598899 0 0 X 1626469 1626469 0 0 -507631 -303087 1118838 1323382 1118838 1323382 1118838 204544 0 1323382 0 1323382 PUBLICLY TRADED SECURITIES P 1242349 993303 249046 249046 PUBLICLY TRADED SECURITIES P 590620 576860 13760 13760 CAPITAL GAINS DIVIDENDS P 3517 3517 3517 266323 3562 0 3562 0 3562 1520 0 0 0 1520 0 2042 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A CAROL WOODRY 9198563952 2626 GLENWOOD AVENUE SUITE 550 RALEIGH NC 27608 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE L CAPPS 2626 GLENWOOD AVENUE SUITE 550 RALEIGH NC 27608 PRESIDENT/ASST TREAS 1.00 22000 0 0 CAROL C WOODRY 2626 GLENWOOD AVENUE SUITE 550 RALEIGH NC 27608 VP/TREASURER 1.00 22000 0 0 GIL FILE 2626 GLENWOOD AVENUE SUITE 550 RALEIGH NC 27608 SECRETARY 1.00 9500 0 0 ROBERT ZAYTOUN 2626 GLENWOOD AVENUE SUITE 550 RALEIGH NC 27608 ASST SECRETARY 1.00 7500 0 0 NONE 0 NONE 0 0 1505054 28870 0 1533924 0 0 1533924 23009 1510915 75546 75546 3562 3562 71984 0 71984 0 71984 50023 0 50023 71984 0 0 11322 11322 50023 0 0 0 50023 0 11322 11322 0 0 0 0 0 10639 0 0 0 X FIRST IN FAMILIES WAKE COUNTY 4601 LAKE BOONE TRAIL SUITE G RALEIGH NC 27607 NONE PC GENERAL SUPPORT 5000 HELPING HORSE THERAPEUTIC RIDING PROGRAM PO BOX 99609 RALEIGH NC 27624 NONE PC GENERAL SUPPORT 7500 SPCA OF WAKE COUNTY 200 PETFINDER LANE RALEIGH NC 27603 NONE PC GENERAL SUPPORT 2500 15000 0 14 32732 14 13 18 266323 0 299068 0 299068 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3900 0 3900 DOUBLELINE TOTAL RETURN BOND FD CL R6 57817 58080 ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 49903 49777 ISHARES US TREASURY BOND ETF 246936 249172 PIMCO INVESTMENT GRADE CREDIT BOND CL INSTL 35224 35440 VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND 63971 64495 DIAMONDBACK ENERGY INC 9344 7700 PHILLIPS 66 8028 6152 TARGA RESOURCES 5938 10889 EASTMAN CHEMICAL CO 8607 7762 ECOLAB INC 7316 7733 ISHARES GOLD TRUST 31764 32875 CARLISLE COS INC 9183 9590 CORE & MAIN INC CL A 6447 5549 PARKER HANNIFIN CORP 6729 7632 QUANTA SERVICES INC 8504 11378 RTX CORPORATION 8354 10646 TRANE TECHNOLOGIES PLC 8820 11450 UNION PAC CORP 8913 7981 AMAZON.COM INC 29076 41465 BOOKING HOLDINGS INC 7130 9937 CHIPOTLE MEXICAN GRILL INC 7632 8683 MOHAWK INDUSTRIES INC 6513 6790 TESLA INC 8984 16961 BELLRING BRANDS INC 6648 8965 COSTCO WHOLESALE CORP 9658 11912 PHILIP MORRIS INTL INC 11423 11433 WALMART INC 6914 14366 CENCORA INC 6828 6516 HCA HEALTHCARE INC 1847 7504 INTUITIVE SURGICAL INC 4707 8873 LILLY ELI & CO 15433 15440 MEDTRONIC 6775 5991 MERCK & CO INC 14141 10943 REGENERON PHARMACEUTICALS INC 5163 3562 UNITEDHEALTH GROUP INC 7938 7588 VERTEX PHARMACEUTICALS INC 8157 7651 ARCH CAPITAL GROUP LTD 8285 8773 BANK OF NEW YORK MELLON CORP 6669 9220 BLACKROCK INC 8031 10251 EQUINIX INC REAL ESTATE INVESTMENT TRUST 6048 6600 JONES LANG LASALLE INC 7341 8100 JP MORGAN CHASE & CO 9089 22053 LPL FINANCIAL HOLDINGS INC 7185 8816 PNC FINL SVCS GROUP INC 7598 10028 PROGRESSIVE CORP 8462 10303 VISA INC CL A 7983 15802 WR BERKLEY CORP 9149 9597 ANALOG DEVICES INC 8147 9136 APPLE INC 22724 58849 APPLIED MATERIALS INC 8181 6668 ARISTA NETWORKS INC 8165 8400 BROADCOM INC 12421 22025 INTL BUSINESS MACHINES CORP 9320 11211 MICROSOFT CORP 31596 53109 NVIDIA CORP 6469 56133 PALO ALTO NETWORKS INC 8583 10190 VONTIER CORP 8029 6893 ALPHABET INC CL C 4056 28947 ALPHABET INC CL A 1645 8519 META PLATFORMS INC CL A 7292 26933 NETFLIX INC 9352 14261 CMS ENERGY CORP 9287 9998 ENTERGY CORP 8796 12889 ARTISAN INTERNATIONAL VALUE FD CL INSTL 94216 93238 EATON VANCE ATLANTA CAPITAL SMID-CAP FUND 37441 38847 ISHARES CORE S&P MID-CAP ETF 43050 40065 ISHARES CORE S&P SMALL-CAP ETF 20515 39636 ISHARES CORE MSCI EAFE ETF 53053 49758 ISHARES CORE MSCI EMERGING MARKETS ETF 44453 40784 OFFICE EXPENSES 623 0 623 CAPITAL ADJUSTMENT 96 0 0 LITIGATION PROCEEDS 13 13 13 BROKERAGE INVESTMENT FEES 12304 12304 0 FOREIGN TAXES 10 10 0 FEDERAL TAXES 1591 0 0