2025-11-07T11:50:33-05:00 2024-12-31 561627242 ROMEO WIGGINS & COMPANY LLP 8210 CREEDMOOR ROAD SUITE 202 RALEIGH NC 276131388 990PF 2024-01-01 561941321 EVELYN B POPE & RUTH P POPE CHARITABLE FOUNDATION EVEL 9196307181 12612 SCENIC DRIVE RALEIGH NC 276149101 STANLEY L DALTON TRUSTEE 9197537713 2025-11-07 true JONATHAN ARMSTRONG P01347214 9198705151 2025-11-07 2024 2025-03-06 01:10:19Z X 204337 X X 919 919 919 4998 4998 4998 -807 59423 5110 5917 5917 7714 1750 1750 946 946 82 8 8 10500 0 2704 3600 3600 14100 0 6304 -8990 5917 5917 2608 4480 4480 176716 165854 199857 179324 170334 204337 0 X 179324 170334 179324 170334 179324 170334 179324 -8990 170334 170334 10000 BOFA CUSIP 09710PVW3 P 2024-02-09 2024-12-12 10000 10019 -19 -19 148 LORD ABBETT B-D CUSIP 544004104 P 2023-11-30 2024-11-14 1069 1053 16 16 10000 MORGAN STANLEY CUSIP 61774XWF6 P 2023-05-04 2024-02-06 10000 10025 -25 -25 706 LORD ABBETT B-D CUSIP 544004104 P 2021-11-17 2024-03-04 5000 5959 -959 -959 2800 LORD ABBETT B-D CUSIP 544004104 P 2021-11-17 2024-11-14 20163 21668 -1505 -1505 446 MFS INTL DIVRS CUSIP 55273G330 P 2021-11-17 2024-03-04 10000 11506 -1506 -1506 -807 -28 82 82 82 82 false false false false false false false true true NC true false false false false true N/A STANLEY L DALTON 9196307181 12612 SCENIC DR RALEIGH NC 27614 false false false false false false false false false false false false false false false false false false false false false JAMES D COX 4308 WINDSONG CIRCLE APEX NC 27539 TRUSTEE 10.00 3857 0 0 STANLEY L DALTON 12612 SCENIC DR RALEIGH NC 27614 TRUSTEE 10.00 3857 0 0 NONE NONE N/A 191216 5946 0 197162 197162 2957 194205 9710 9710 82 82 9628 9628 9628 6304 6304 9628 12846 12846 6304 6304 3324 3324 9522 0 9522 X ALPHA KAPPA ALPHA 2325 GARNER RD RALEIGH NC 27610 NONE PC YOUTH PROGRAM 1800 ZETA PHI BETA PO BOX 20766 GREENSBORO NC 27420 NONE PC CHILD CARE 1800 3600 919 4998 -807 5110 5110 3 FOUNDATION PRIMARILY SUPPORTED BY GIFTS FROM INDIVIDUALS 4 AND ESTATES. GIFTS ARE INVESTED WITH INCOME DISTRIBUTED 8 TO DESIGNATED CHARITIES, PRIMARILY BENEFITING CHILDREN, THE AFRICAN AMERICAN COMMUNITY, INCLUDING A NEW CULTURAL AND EDUCATIONAL MUSEUM, AND MILITARY WITH DISABILITIES false false false false false false false false false false J D COX & ASSOCIATES CO INC 1750 1750 MUTUAL FUNDS 165854 199857 EXPENSES BANK FEES 8 8 CHARLES SCHWAB ADVISORS 946 946 EXCISE TAX ON INVESTMENT INCOME 65 FOREIGN TAXES PAID 17