2025-11-06T13:04:06-06:00 2024-12-31 561445619 NEAL BRADSHER & TAYLOR PA 4721 EMPEROR BOULEVARD SUITE 130 DURHAM NC 27703 990PF 2024-01-01 814080931 THE CASEY FAMILY FOUNDATION CASE 9199982485 109 SHEFFIELD CIRCLE CHAPEL HILL NC 27517 PAUL CASEY PRESIDENT 9199982485 2025-10-27 1 0 CHRISTOPHER A TIKVART P00226053 9194893369 2024 2025-03-06 01:10:19Z X 795560 X X 16636 16636 91978 245617 91978 108614 108614 0 0 0 3220 3220 0 101 0 0 7587 7587 0 10908 10807 0 0 0 10908 10807 0 97706 97807 14924 66966 66966 566084 611748 728594 581008 678714 795560 0 0 X 0 0 0 0 581008 678714 581008 678714 581008 678714 581008 97706 0 678714 0 678714 ISHARES CORE MSCI P 2024-04-09 11356 10646 710 710 ISHARES RUSSELL P 2024-04-09 36812 28146 8666 8666 NEUBERGER BERMAN P 2024-04-09 5712 5123 589 589 ISHARES CORE MSCI EMERGING EFT P 2024-07-12 9124 7972 1152 1152 ISHARES CORE S&P 500 P 2024-07-12 138676 72475 66201 66201 NEUBERGER BERMAN P 2024-07-12 7249 6432 817 817 PRINCIPAL MIDCAP P 2024-07-12 12322 9400 2922 2922 NEUBERGER BERMAN P 2024-08-29 15387 13445 1942 1942 CAPITAL GAINS DIVIDENDS P 8979 8979 8979 91978 1360 0 1360 0 1360 0 0 0 0 0 X 5 1365 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A PAUL F CASEY 9199982485 109 SHEFFIELD CIRCLE CHAPEL HILL NC 27517 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL F CASEY 109 SHEFFIELD CIRCLE CHAPEL HILL NC 27517 TRUSTEE 5.00 0 0 0 SARAH B CASEY 109 SHEFFIELD CIRCLE CHAPEL HILL NC 27517 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 724082 37260 0 761342 0 0 761342 11420 749922 37496 37496 1360 1360 36136 0 36136 0 36136 0 0 0 36136 0 0 16521 11303 8612 31019 67455 0 0 0 0 0 0 36136 36136 31319 0 0 0 0 0 0 0 31319 300 31019 PAUL F CASEY SARAH B CASEY X 0 0 14 16636 18 91978 0 108614 0 108614 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3220 3220 0 WELLS FARGO 611748 728594 INVESTMENT EXPENSES 7587 7587 0 FEDERAL EXCISE TAX 101 0 0