2024-04-04T06:49:25-05:00 2023-12-31 640900167 BOOLOS OAKES CPA FIRM 1007 MISSION PARK DR VICKSBURG MS 39180 990PF 2023-01-01 640820553 THE STEVE AND MELODY GOLDING FOUNDATION STEV 6016299800 101 LEE STREET VICKSBURG MS 39180 STEPHEN D GOLDING PRESIDENT 6016299800 2024-03-19 1 STEPHEN GOLDING 999009999 1 TODD A BOOLOS CPA P00105860 6016366996 2024-03-19 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5425182 X 683949 41769 41769 99836 98048 178327 1582206 25100 1003881 164917 0 0 0 689 100 0 21888 21888 0 1470 1470 0 24047 23458 0 200250 200250 224297 23458 200250 779584 141459 698073 886396 886396 3495627 4538786 4538786 4193700 5425182 5425182 0 0 X 4193700 5425182 4193700 5425182 4193700 5425182 4193700 779584 451898 5425182 0 5425182 CAPITAL GAINS DIVIDENDS P 25100 25100 25100 25100 1966 0 1966 0 1966 1240 0 0 0 1240 0 726 0 0 0 0 0 0 0 0 0 0 1 1 MS 1 0 0 0 0 1 N/A CINDY HOWINGTON 6016299800 101 LEE STREET VICKSBURG MS 39180 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 PRESIDENT 0.00 0 0 0 MELODY GOLDING 101 LEE STREET VICKSBURG MS 39180 VICE PRESIDENT 0.00 0 0 0 CINDY HOWINGTON 101 LEE STREET VICKSURG MS 39180 SECRETARY/TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 4447039 444611 0 4891650 0 0 4891650 73375 4818275 240914 240914 1966 1966 238948 0 238948 0 238948 200250 0 200250 238948 190236 0 0 200250 190236 0 0 10014 0 0 0 0 0 0 0 0 228934 0 0 0 STEPHEN D GOLDING X AMERICAN CANCER SOCIETY 250 WILLIAMS ST NW ATLANTA GA 30303 NC CHARITABLE DONATION 2000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NC CHARITABLE DONATION 5000 AMERICAN RED CROSS 916 BELMONT ST STE 3 VICKSBURG MS 39180 NC CHARITABLE DONATION 1000 ASPCA PO BOX 969296 WASHINGTON DC 200777127 NC CHARITABLE DONATION 1000 CENTER FOR PREGNANCY CHOICES 1401 ADAMS ST VICKSBURG MS 39180 NC CHARITABLE DONATION 1000 CLUSTERBUSTERS FOUNDATION PO BOX 574 LOMBARD IL 60148 NC CHARITABLE DONATION 5000 CROHNS AND COLITIS 733 THIRD AVE STE 510 NEW YORK NY 10017 NC CHARITABLE DONATION 5000 EPILEPSY FOUNDATION 2001 AIRPORT RD 307 FLOWOOD MS 39232 NC CHARITABLE DONATION 750 FRIENDS OF VICKSBURG NATIONAL PARK PO BOX 821286 VICKSBURG MS 39182 NC CHARITABLE DONATION 1000 GOOD SHEPHERD CENTER 629 CHERRY ST VICKSBURG MS 39183 NC CHARITABLE DONATION 1000 HOGAR MI CASA PO BOX 02-5368 MIAMI FL 33102 NC CHARITABLE DONATION 1000 JACOB'S LADDER 1017 HARRISON ST VICKSBURG MS 39180 NC CHARITABLE DONATION 2000 LE BONHEUR CHILDRENS HOSPITAL 51 N DUNLAP ST MEMPHIS TN 38105 NC CHARITABLE DONATION 2500 LIVING LANDS & WATERS 17624 RTE 84N EAST MOLINE IL 61244 NC CHARITABLE DONATION 2500 MAKE-A-WISH FOUNDATION 576 HIGHLAND COLONY PKWY RIDGELAND MS 39157 NC CHARITABLE DONATION 5000 MARION MILITARY INSTITUTE 1101 WASHINGTON ST MARION AL 36756 NC CHARITABLE DONATION 10000 MARSHALL COUNTY MUSEUM 220 EAST COLLEGE AVE HOLLY SPRINGS MS 38635 NC CHARITABLE DONATION 1000 MD ANDERSON MEDICAL CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 NC CHARITABLE DONATION 2500 NATIONAL WATERWAYS FOUNDATION 499 S CAPITOL ST SW STE 401 WASHINGTON DC 20003 NC CHARITABLE DONATION 2500 OCD FOUNDATION PO BOX 961029 BOSTON MA 02196 NC CHARITABLE DONATION 5000 OLD COURTHOUSE MUSEUM 1008 CHERRY ST VICKSBURG MS 39183 NC CHARITABLE DONATION 1000 OLD DEPOT MUSEUM 1010 LEVEE ST VICKSBURG MS 39183 NC CHARITABLE DONATION 1000 OUR LITTLE ROSES MINISTRIES PO BOX 530947 MIAMI SHORES FL 33153 NC CHARITABLE DONATION 2500 PALMER HOME FOR CHILDREN PO BOX 746 COLUMBUS MS 39703 NC CHARITABLE DONATION 1250 PAWS RESCUE PO BOX 13 REDWOOD MS 39156 NC CHARITABLE DONATION 2000 RAINBOW FARMS 280 MATTINGLY RD VICKSBURG MS 39180 NC CHARITABLE DONATION 1000 RENEWAL HOUSE 100 HENRY RD VICKSBURG MS 39180 NC CHARITABLE DONATION 1000 RODNEY HISTORY & PRESERVATION PO BOX 312 LORMAN MS 39096 NC CHARITABLE DONATION 2000 SALVATION ARMY 530 MISSION 66 VICKSBURG MS 39183 NC CHARITABLE DONATION 1250 SCI MINISTRY ON THE RIVER 50 BROADWAY 26TH FL NEW YORK NY 10004 NC CHARITABLE DONATION 50000 SOUTHERN CULTURAL HERITAGE FOUNDATION 1302 ADAMS ST VICKSBURG MS 39180 NC CHARITABLE DONATION 1000 ST JUDE'S CHILDRENS RESEARCH 262 DANNY THOMAS PL MEMPHIS TN 38105 NC CHARITABLE DONATION 1000 STOREHOUSE COMMUNITY FOOD PANTRY 6129 FISHER FERRY RD VICKSBURG MS 39180 NC CHARITABLE DONATION 1000 SUSAN G KOMEN CURE FOR CANCER 5005 LBJ FREEWAY DALLAS TX 75244 NC CHARITABLE DONATION 1000 UMMC FOUNDATION PO BOX 22789 JACKSON MS 39225 NC CHARITABLE DONATION 20000 UNIVERSITY PRESS OF MS 3825 RIDGEWOOD RD JACKSON MS 39211 NC CHARITABLE DONATION 10000 VICKSBURG ART ASSOCIATION 1204 MAIN ST VICKSBURG MS 39183 NC CHARITABLE DONATION 1000 VICKSBURG FOUNDATION FOR HISTORY 1107 WASHINGTON ST VICKSBURG MS 39183 NC CHARITABLE DONATION 1000 WARRIOR BONFIRE PROGRAM PO BOX 1398 VICKSBURG MS 39181 NC CHARITABLE DONATION 1000 WELLSFEST 2919 BAILEY AVE JACKSON MS 39213 NC CHARITABLE DONATION 1500 VICKSBURG ANIMAL SHELTER 1021 MARKHAM ST VICKSBURG MS 39180 NC CHARITABLE DONATION 2000 MICAH'S MISSION SCHOOL 179 VTR AIRPORT RD TALLULAH LA 71282 NC CHARITABLE DONATION 12000 TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 NC CHARITABLE DONATION 1000 BAPTIST HOSPITAL (MOBILE HEART LAB) 1225 N STATE ST JACKSON MS 39202 NC CHARITABLE DONATION 25000 CHULA HOMA HOUNDS 5880 HWY 27 VICKSBURG MS 39180 NC CHARITABLE DONATION 2000 200250 0 14 41769 14 99836 14 25100 153227 0 166705 153227 319932 8 ASSET DIVERSIFICATION HELPS MAXIMIZE RETURN WITH LIMITED RISK 0 0 0 0 0 0 0 0 0 0 X X 1 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 35213 X 2 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 41630 X 3 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 28912 X 4 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 33748 X 5 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 40211 X 6 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 81580 X 7 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 19812 X 8 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 33385 X 9 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 28170 X 10 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 41381 X 11 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 36225 X 12 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 164700 X 13 STEPHEN D GOLDING 101 LEE STREET VICKSBURG MS 39180 98979 X 1 237 SH - WALMART INC. STOCK 35213 2023-05-22 2 180 SH - VISA STOCK 41630 2023-05-22 3 137 SH - PIONEER STOCK 28912 2023-05-22 4 101 SH - PARKER HANNIFIN STOCK 33748 2023-05-22 5 530 SH - MONDELEZ STOCK 40211 2023-05-22 6 254 SH - MICROSOFT STOCK 81580 2023-05-22 7 191 SH - CONOCO PHILIPS STOCK 19812 2023-05-22 8 190 SH - CDW CORP 33385 2023-05-22 9 994 SH - BANK OF AMERICA STOCK 28170 2023-05-22 10 61 SH - BROADCOM STOCK 41381 2023-05-22 11 250 SH - ABBVIE STOCK 36225 2023-05-22 12 1200 SH - ABBVIE STOCK 164700 2023-07-06 13 416 SH - WILLIS TOWERS STOCK 98979 2023-12-14 ACCOUNTING FEES 689 100 0 RJ-VARIOUS 2023-01 PURCHASED 2023-12 959693 992580 COST 2536 -35423 RJ-VARIOUS 2022-01 PURCHASED 2023-12 597413 408763 COST 0 188650 INVESTMENTS FMV 4538786 4538786 ACCUMULATED CHANGES IN INVESTMENTS 451898 INVESTMENT FEES 21888 21888 0 FOREIGN TAXES 1470 1470 0