2026-03-31T19:32:32-04:00 2025-12-31 203963763 J RONALD MARTIN PA 1850 E 3RD ST STE 305 CHARLOTTE NC 282043234 990PF 2025-01-01 561896989 CHARLES L& DORIS M FONVILLE FOUND CHAR 7045170342 2119 CONISTON PLACE CHARLOTTE NC 28207 AMY F OWEN TREASURER 2026-03-12 JULIA COOK P00226266 7043756405 2026-03-12 2025 2025-03-06 01:10:19Z X 5521754 X 150000 37565 37565 228398 257828 228398 394 394 416357 266357 2565 2565 7619 398 234 10816 2565 0 442000 442000 452816 2565 442000 -36459 263792 136034 163828 163828 125037 76285 76285 1570548 1554805 5221561 60080 594 836 1832213 1795754 5521754 0 X 1832213 1795754 1832213 1795754 1832213 1795754 1832213 -36459 1795754 1795754 MICROSOFT CORP - 100 SHARES P 2015-03-04 2025-01-07 42297 4303 37994 37994 MICROSOFT CORP - 200 SHARES P 2016-02-05 2025-01-08 84593 10009 74584 74584 MICROSOFT CORP - 200 SHARES P 2016-02-05 2025-01-07 84593 10009 74584 74584 MICROSOFT CORP - 100 SHARES P 2016-04-27 2025-01-07 42297 5109 37188 37188 228398 3667 3667 3667 5000 5000 1333 1333 false false false false false false false true true true false false false false true N/A CHARLES L FONVILLE 7045170342 8919 PARK ROAD APT 2007 CHARLOTTE NC 28210 false false false false false false false false false false false false false false false false false false false false CHARLES L FONVILLE 8919 PARK ROAD APT 2007 CHARLOTTE NC 28210 CHAIRMAN 000.00 0 0 0 DORIS FONVILLE 8919 PARK ROAD APT 2007 CHARLOTTE NC 28210 TRUSTEE 000.00 0 0 0 AMY F OWEN 2119 CONISTON PLACE CHARLOTTE NC 28207 TREASURER 000.00 0 0 0 NONE NONE N/A 4828010 250592 0 5078602 5078602 76179 5002423 250121 250121 3667 3667 246454 246454 246454 442000 442000 246454 170145 114088 273459 156716 49777 764185 442000 246454 195546 959731 0 170145 789586 114088 273459 156716 49777 195546 X DAVIDSON COLLEGE 405 N MAIN STREET DAVIDSON NC 28035 PC SCHOLARSHIP FUND 200000 SALVATION ARMY 4015 STUART ANDREW BLVD CHARLOTTE NC 28231 PC GENERAL FUND 40000 CHARLOTTE COUNTRY DAY SCHOOL 1440 CARMEL ROAD CHARLOTTE NC 28266 PC GENERAL FUND 80000 DUKE DIVINITY SCHOOL PO BOX 90581 DURHAM NC 277080581 PC GENERAL FUND 12000 BLOWING ROCK METHODIST CHURCH 1314 MAIN STREET BLOWING ROCK NC 28605 PC GENERAL FUND 50000 CENTRAL PIEDMONT COMMUNITY COLLEGE FOUNDATION PO BOX 35009 CHARLOTTE NC 282355009 PC SCHOLARSHIP FUND 30000 SOUTHMINSTER FOUNDATION 8919 PARK ROAD CHARLOTTE NC 28210 PC GENERAL FUND 30000 442000 14 37550 15 394 228398 37550 228807 266357 false false false false false false false false false false X X 1 CHARLES FONVILLE 8919 PARK ROAD APT 2007 CHARLOTTE NC 28210 150000 X ACCOUNTING FEES 2565 2565 CHEVRON CORPORATION 300 SH 37008 45723 ENBRIDGE INC 590 SH 12346 28220 WELLS FARGO L 7.5% PFD 25 SHARES 23386 30300 3M COMPANY 220 SHARES 18245 35222 INTEL CORP 2500 SHARES 98083 92250 SPDR S&P 500 ETF TR 220 SHARES 53405 150022 AT&T - 1500 SHARES 38249 37260 APPLE - 4900 SHARES 206914 1332114 ARES CAPITAL CORP - 1575 SHARES 24356 31862 BANK OF AMERICA - 1000 SHARES 13119 55000 BRISTOL-MYERS SQUIBB - 500 SHARES 23105 26970 META PLATFORMS - 100 SHARES 10303 66009 FORD MOTOR COMPANY NEW - 1500 SHARES 23518 19680 MICROSOFT CORP - 1300 SHARES 138698 628706 NEXTERA EGY 8.375% - 1040 SHARES 16886 83491 PHILLIPS 66 - 200 SHARES 18124 25808 AMERICAN EXPRESS - 200 SHARES 15600 73990 SALESFORCE - 100 SHARES 16900 26491 ALPHABET INC. - 6000 SHARES 556391 1878000 AMAZON.COM - 400 SHARES 49405 92328 LOWES - 100 SHARES 8650 24116 NVIDIA CORP - 1500 SHARES 42885 279750 PAYPAL HOLDINGS INC - 100 SHARES 25500 5838 CISCO SYSTEMS INC. - 200 SHARES 8600 15406 MERCK & CO INC - 200 SHARES 14475 21052 RAYTHEON TECHNOLOGIES - 100 SHARES 6100 18340 TEXAS INSTRUMENTS - 100 SHARES 9705 17349 VISA INC CLASS A - 200 SHARES 35497 70142 WARNER BROTHERS DISCOVERY 6000 5764 SOLVENTUM CORP - 55 SHARES 3352 4358 ENTERPRISES PRD PRTNRS LP 1874 SH AT COST 60080 ACCRUED DIVIDENDS ADJUSTMENT 594 836 EXPENSES MISCELLANEOUS 197 ENTERPRISES PRODUCTS (NET) CHECK ORDERS 37 MISC INCOME - CHECKING 394 394 MANAGEMENT FEES 7619 FOREIGN TAXES 398