2025-02-20T10:08:45-05:00 2023-12-31 561042836 GOULD KILLIAN CPA GROUP PA 100 COXE AVE ASHEVILLE NC 288012354 990PF 2023-01-01 566152201 EMMA FANNY DIETRICH TRUST UW EMMA 8286922595 240 THIRD AVENUE WEST HENDERSONVILLE NC 28739 KARAN NEWBOLD TRUSTEE 8286922595 2025-02-19 true true TERRY B ANDERSEN CPA P00932175 8282580363 2025-02-20 2023 2025-03-06 01:10:19Z X 1397182 X X 27 27 27 25231 25231 25231 26982 229434 26982 49 52240 52240 25307 630 630 9403 9403 773 2662 13468 10033 0 86400 86400 99868 10033 86400 -47628 42207 25307 2232 3582 1783 987 1434415 1386233 1397182 1438430 1390802 1397182 0 X 722545 722545 715885 668257 1438430 1390802 1438430 1390802 1438430 -47628 1390802 1390802 MFS SER TR X EMERGING MKTS DEBT FD P 2022-08-01 2023-07-26 2618 2569 49 49 GOLDMAN SACHS TR FINL SQ TSY INSTRS P 2021-08-04 2023-04-14 4292 4292 GOLDMAN SACHS TR FINL SQUARE TREAS I P 2023-05-18 2023-10-13 4874 4874 INVESCO DEVELOPING MARKETS FUNDS P 2021-08-03 2023-05-18 9293 12618 -3325 -3325 BARON INVT FUNDS TRUST SMALL CAP FD P 2017-09-13 2023-08-30 6345 6256 89 89 BARON SELECT FUNDS EMERGING MKTS FD P 2020-06-16 2023-11-28 4548 4552 -4 -4 DODGE & COX STOCK FD CL I P 2021-08-03 2023-11-28 5663 5933 -270 -270 EATON VANCE SER II INC FD BOSTON CL P 2015-08-11 2023-11-28 1773 1885 -112 -112 MFS SER TR X EMERGING MKTS DEBT FD P 2016-09-13 2023-07-26 41990 53525 -11535 -11535 MFS SER TR I VALUE FD P 2015-12-11 2023-11-28 7073 4908 2165 2165 MAINSTAY WINSLOW LARGE CAP GR FD P 2022-04-12 2023-11-28 59238 62581 -3343 -3343 T ROWE PRICE MID CAP GR FD INC P 2013-12-16 2023-11-28 7956 5861 2095 2095 T ROWE PRICE INTL FD OVERSEAS STK FD P 2018-08-15 2023-11-28 12482 11240 1242 1242 VICTORY SYCAMORE SMALL CO OPPTY FD P 2017-09-13 2023-08-30 5760 5441 319 319 VIRTUS ASSET TR CEREDEX MID CAP VAL P 2016-09-13 2023-11-28 8410 9637 -1227 -1227 AMERICAN FUNDS WASH MUT FD P 2016-09-13 2023-11-28 8651 6280 2371 2371 26982 49 587 587 587 2869 2869 2282 2282 false false false false false false false true true true true false false false true N/A KARAN NEWBOLD 8286922595 240 THIRD AVENUE WEST HENDERSONVILLE NC 28739 false false false false false false false false false false false false false false false false false false false false KARAN NEWBOLD 240 THIRD AVENUE WEST HENDERSONVILLE NC 28739 TRUSTEE 2.00 0 0 0 ROBERT FAIN 640 SUNRISE DRIVE HENDERSONVILLE NC 28791 TRUSTEE 2.00 0 0 0 ROBERT WILKINS 1826 LAUREL PARK HIGHWAY HENDERSONVILLE NC 28739 TRUSTEE 2.00 0 0 0 NONE NONE PROVIDE EDUCATIONAL SCHOLARSHIPS - 25 PROVIDED IN 2023 86400 N/A 1343500 4292 0 1347792 1347792 20217 1327575 66379 X 86400 86400 86400 86400 86400 X 25307 70573 64247 58157 218284 21511 59987 54610 49433 185541 86400 77500 135700 87000 386600 86400 77500 135700 87000 386600 44253 47049 42831 38771 172904 BOBBY WILKINS 1826 LAUREL PARK HIGHWAY HENDERSONVILLE NC 28739 8286993933 GBWILKINS44@GMAIL.COM REQUEST APPLICATION FORM MAY 31 MALE CANDIDATES FOR POST HIGH SCHOOL EDUCATION OR TRAINING FOR TRADE SCHOOL, COLLEGE OR UNIVERSITY OR GRADUATE SCHOOL; CITIZENS AND RESIDENTS OF HENDERSON COUNTY, NC; REQUIRING FINANCIAL ASSISTANCE IN ORDER TO PURSUE EDUCATION, OF GOOD MORAL CALIBER, REFLECTING GENERAL WILLINGNESS TO WORK ANSEL GREENE 15 SCOTT LANE ETOWAH NC 28729 EDUCATIONAL SCHOLARSHIP 3600 ASHER WISE 6923 PINNACLE MTN ROAD ZIRCONIA NC 28790 EDUCATIONAL SCHOLARSHIP 3600 AYMAN KASSEM 918 FOSTER CIRCLE HENDERSONVILLE NC 28739 EDUCATIONAL SCHOLARSHIP 3600 CALEB WALKER PO BOX 189 DANA NC 28724 EDUCATIONAL SCHOLARSHIP 3600 CONNOR ASBURY 23 STONEBROOK DRIVE HENDERSONVILLE NC 28791 EDUCATIONAL SCHOLARSHIP 3600 CONNOR CHANDLER 120 WARLICK ROAD MILLS RIVER NC 28759 EDUCATIONAL SCHOLARSHIP 3600 EMILIO VILLASANA 680 DUNCAN ROAD FLAT ROCK NC 28731 EDUCATIONAL SCHOLARSHIP 3600 JACKSON DUCHESNE 223 CASTLETON LANE HENDERSONVILLE NC 28791 EDUCATIONAL SCHOLARSHIP 3600 JONDASH KARAMAVRUC 145 FOX CREEK DRIVE FLETCHER NC 28732 EDUCATIONAL SCHOLARSHIP 3600 LUC BENJAMIN 3 WICKHAM WAY HENDERSONVILLE NC 28791 EDUCATIONAL SCHOLARSHIP 3600 NATHANIEL RHODES 508 MINE GAP ROAD ZIRCONIA NC 28790 EDUCATIONAL SCHOLARSHIP 3600 NIC MCMILLAN 214 BLAKE MOUNTAIN CIRCLE ASHEVILLE NC 28803 EDUCATIONAL SCHOLARSHIP 3600 RYAN OSTEEN 104 ASPEN LANE HENDERSONVILLE NC 28791 EDUCATIONAL SCHOLARSHIP 1900 RYAN SEWARD 2325 VALENCIA DRIVE HENDERSONVILLE NC 28791 EDUCATIONAL SCHOLARSHIP 3600 STEVEN DAVIS 53 BANNER FARM ROAD MILLS RIVER NC 28759 EDUCATIONAL SCHOLARSHIP 3600 WILL PARKER 404 HUNTERS GLEN LANE HENDERSONVILLE NC 28739 EDUCATIONAL SCHOLARSHIP 3600 WILLIAM GRAHAM 215 NEWPORT ROAD HENDERSONVILLE NC 28739 EDUCATIONAL SCHOLARSHIP 3600 BRANDON DANIEL JOVEL 134 LYNN ESTATE ROAD HENDERSONVILLE NC 28792 EDUCATIONAL SCHOLARSHIP 3600 NATHANIEL BAIRD 129 NORTH SUNBERRY TRAIL FLETCHER NC 28732 EDUCATIONAL SCHOLARSHIP 3600 JOSHUA CLOSIUS 202 SANDY CREEK COURT HENDERSONVILLE NC 28792 EDUCATIONAL SCHOLARSHIP 1700 WALKER MAINS 45 PITTILLO PASS HENDERSONVILLE NC 28792 EDUCATIONAL SCHOLARSHIP 3600 ANDREW SCHULTZ 15 CAMERON DRIVE ETOWAH NC 28729 EDUCATIONAL SCHOLARSHIP 3600 JONES MULLINAX 12 KINGFISHER LANE MILLS RIVER NC 28759 EDUCATIONAL SCHOLARSHIP 3600 ADEY SHELTON 45 LONE OAK DRIVE MILLS RIVER NC 28759 EDUCATIONAL SCHOLARSHIP 3600 SETH GUNNING 68 NELSON LANE HENDERSONVILLE NC 28791 EDUCATIONAL SCHOLARSHIP 3600 86400 14 27 14 25231 18 26982 52240 52240 false false false false false false false false false false 630 630 WELLS FARGO INVESTMENT 1386233 1397182 EXPENSES BANK CHARGES 181 OFFICE SUPPLIES 200 MEETINGS 1951 CLERK OF COURT FEES 330 INVESTMENT ADVISORY FEES 9403 9403 FOREIGN TAX EXPENSE 773