2024-05-01T08:35:24-05:00 2023-12-31 MALONEY & ASSOCIATES PLLC POST OFFICE BOX 928 RIDGELAND MS 39158 990PF 2023-01-01 260727479 CORTRIGHT FAMILY CHARITABLE FOUNDATION % JEAN C COPELAND CORT 3362028866 2310 LAFAYETTE AVENUE GREENSBORO NC 27408 JEAN COPELAND TRUSTEE 3362861522 2024-05-02 true JEAN COPELAND XXX-XX-XXXX true SHARON D MALONEY CPA P00748223 6019911152 2024-05-02 X 2 2023 2023-04-26 12:10:37Z X 988342 X 0 X 710 710 17608 17608 207380 426688 207380 91 136 136 225834 225834 91 0 1445 0 0 1445 4331 4331 1484 60 1424 7260 4391 0 2869 326267 326267 333527 4391 0 329136 -107693 221443 91 33820 18810 18810 709202 616520 969532 743022 635330 988342 0 0 X 743022 635330 743022 635330 743022 635330 743022 -107693 1 635330 635330 1.6352 SHS VANGUARD HEALTH CARE P 2023-06-27 397 388 9 9 .2393 SHS VANGUARD HEALTH CARE P 2023-07-21 59 56 3 3 14.9155 SHS ISHARES MORNING STAR P 2023-11-02 903 824 79 79 34 SHS VANGUARD HEALTH CARE P 2023-05-11 8289 4808 3481 3481 98.3648 SHS VANGUARD HEALTH CARE P 2023-06-27 23863 14493 9370 9370 150 SHS VANGUARD TOTAL STOCK MARKET P 2015-08-04 2023-11-02 31912 16245 15667 15667 1,381.3221 SHS ISHARES MORNINGSTAR P 2023-11-02 83552 35722 47830 47830 500 SHS ISHARES MORINGSTAR P 2015-07-17 2023-10-24 29590 12462 17128 17128 450 SHS VANGUARD/WELLINGTON P 2023-10-25 30184 20379 9805 9805 85 SHS VANGUARD S&P 500 GROWTH P 2015-08-11 2023-10-31 20451 8877 11574 11574 100 SHS VANGUARD 500 INDEX FDS P 2023-11-02 39514 11878 27636 27636 49.7382 SHS VANGUARD 500 INDEX FDS P 2023-11-02 19654 7219 12435 12435 .2618 SHS VANGUARD 500 INDEX FDS P 2023-11-02 103 39 64 64 883.652 SHS VANGUARD/WELLINGTON P 2023-11-01 59980 40019 19961 19961 1,000 SHS VANGUARD/WELLINGTON P 2023-11-02 68800 45899 22901 22901 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 CAPITAL GAIN DIVIDENDS P 9437 207380 91 3078 3078 3078 2920 0 2920 158 false false false false false false false true true MS false false false false false true N/A JEAN C COPELAND 3362861522 2310 LAFAYETTE AVENUE GREENSBORO NC 27408 false false false false false false false false false false false false false false false false false false false false false JEAN CORTRIGHT COPELAND 2310 LAFAYETTE AVENUE GREENSBORO NC 27408 TRUSTEE 0 0 0 0 ANN ELIZABETH C QUARRIER 3 LANDS END DRIVE GREENSBORO NC 27408 TRUSTEE 0 0 0 0 MARY C CORTRIGHT P O BOX 426 ROLLING FORK MS 39159 TRUSTEE 0 0 0 0 C MICHELLE CORTRIGHT 255 DEVIN PLACE NE ATLANTA GA 30305 TRUSTEE 0 0 0 0 N/A NONE 1135054 18469 0 1153523 0 1153523 17303 1136220 56811 56811 3078 3078 53733 53733 53733 329136 0 0 0 0 329136 53733 0 2021 2020 2019 0 29876 11859 11262 4281 329277 386555 329136 0 53733 275403 661958 0 0 0 0 29876 632082 11859 11262 4281 329277 275403 NONE NONE X SHARKEY-ISSAQUENA COUNTY LIBRARY 116 ROBERT MORGANFIELD WAY ROLLING FORK MS 39159 NONE PC SUPPORT GENERAL OPERATIONS OF COUNTY LIBRARY 2500 MISSISSIPPI CHRISTIAN FAMILY SERVICES P O BOX 487 ROLLING FORK MS 39159 NONE PC TO SUPPORT ITS MINISTRY DEDICATED TO HELPING INDIVIDUALS WITH DISABILITIES 500 ROLLING FORK UNITED METHODIST CHURCH P O BOX 236 ROLLING FORK MS 39159 NONE PC TO SUPPORT REBUILDING EFFORTS FOLLOWING 3/24/23 TORNADO DAMAGE; FUND FLOWERS FOR 175TH ANNIVERSARY CELEBRATION; SUPPORT THE GENERAL OPERATIONS OF THE CHURCH 8000 FOUNDATION FOR MISSISSIPPI HISTORY PO BOX 571 JACKSON MS 39205 NONE PC TO HELP FUND WILLIAM & ELISE WINTER EDUCATION ENDOWMENT 2500 AMERICAN CANCER SOCIETY 1380 LIVINGSTON LANE JACKSON MS 39213 NONE PC TO SUPPORT THE LOVE LIGHTS A TREE FUNDRAISER 100 CARY CHRISTIAN CENTER P O BOX 57 CARY MS 39054 NONE PC TO SUPPORT THE ORGANIZATION'S EFFORTS TO BREAK THE CYCLE OF POVERTY IN THE MS DELTA 2500 GREAT DELTA BEAR AFFAIR P O BOX 214 ROLLING FORK MS 39159 NONE PC TO SUPPORT THE 2023 GREAT DELTA BEAR AFFAIR 500 MOUND CEMETERY PO BOX 369 ROLLING FORK MS 39159 NONE PC FOR CARE AND MAINTENANCE OF MOUND CEMETERY 400 ROLLING FORK VISITORS CENTER AND MUSEUM 354 E RACE STREET ROLLING FORK MS 39159 NONE PC TO SUPPORT ITS MISSION TO PROVIDE INFORMATION TO TOURISTS AS WELL AS TO SHOWCASE & PRESERVING THE HISTORY OF LIFE IN THE MS DELTA 250 THE NATIONAL WWII MUSEUM 945 MAGAZINE STREET NEW ORLEANS LA 70130 NONE PC TO SUPPORT ITS MISSION TO TELL THE STORY OF THE AMERICAN EXPERIENCE IN WORLD WAR II 2500 FIDELITY CHARITABLE FBO CORTRIGHT FOUNDATION 200 SEAPORT BLVD BOSTON MA 02110 NONE PC TO FUND CORTRIGHT FAMILY CHARITABLE FOUNDATION DONOR ADVISED CHARITABLE FUND TO FURTHER THE CHARITABLE PURPOSE OF THE FOUNDATION 211238 SHARKEY-ISSAQUENA MEDICAL FOUNDATION 47 S 4TH STREET ROLLING FORK MS 39159 NONE PC TO SUPPORT PROJECTS AND OTHER INITIATIVES AS IDENTIFIED BY SHARKEY ISSAQUENA COMMUNITY HOSPITAL 2500 CHILDREN'S HOSPITAL OF MISSISSIPPI 2500 N STATE ST JACKSON MS 39216 NONE PC TO HELP PROVIDE LIFE-CHANGING CARE TO GENERATIONS OF MISSISSIPPI'S CHILDREN 2500 MANNING FAMILY FUND 2500 N STATE ST JACKSON MS 39217 NONE PC TO SUPPORT THE UMMC MISSIONS OF EDUCATION, RESEARCH, AND HEALTH CARE 2500 BREAST CANCER RESEARCH FOUNDATION 28 W 44TH STREET SUITE 609 NEW YORK NY 10036 NONE PC TO SUPPORT ITS MISSION TO PREVENT AND CURE BREAST CANCER BY ADVANCING RESEARCH 1000 SCHWAB CHARITABLE FND FBO CORTRIGHT FOUNDATION P O BOX 628298 ORLANDO FL 32862 NONE PC TO FUND CORTRIGHT FAMILY CHARITABLE FOUNDATION DONOR ADVISED CHARITABLE FUND TO FURTHER THE CHARITABLE PURPOSE OF THE FOUNDATION 72079 MISSISSIPPI'S LOWER DELTA PARTNERSHIP P O BOX 214 ROLLING FORK MS 39159 NONE PC TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION AND TO SUPPORT COSTS OF REPLACING A FLAGPOLE LOST IN THE 3/24/23 TORNADO 1850 ROLLING FORK RISING C/O FIRST BAPTIST CHURCH 73 N 2ND STREET ROLLING FORK MS 39159 NONE PC TO SUPPORT THE REBUILDING OF HOMES IN ROLLING FORK, MS, AFTER 3/24/23 TORNADO, ESPECIALLY FOR RENTERS 12500 ROLLING FORK BUILD BACK BETTER C/O FIRST BAPTIST CHURCH 73 N 2ND STREET ROLLING FORK MS 39159 NONE PC DONATION TO ORGANIZATION IN MEMORY OF MARY MARGARET MCPHAIL 100 BARBEE CEMETERY C/O LULA BAPTISH CHURCH P O BOX 275 LULA MS 38644 NONE PC TO FUND THE CARE AND MAINTENANCE OF BARBEE CEMETERY 250 326267 14 710 14 17608 14 18 207380 CASH AWARDS ON BANK ACCTS 14 136 225834 225834 false false false false false false false false false false TAX RETURN PREPARATION 1445 0 1445 NONE FIMM GOVT PORTFOLIO AT COST 35391 35391 VANGUARD WELLINGTON FUND AT COST 246535 252254 VANGUARD S&P 500 GRWTH FUND AT COST 45067 113162 ML DIRECT DEPOSIT PROGRAM AT COST 38759 38843 VANGUARD 500 INDEX FUND AT COST 73510 163553 VANGUARD GROWTH FUND AT COST 70775 77720 VANGUARD TOTAL STOCK MKT AT COST 56116 113233 VANGUARD HEALTHCARE ETF AT COST 0 0 ISHARES MORNINGSTAR AT COST 0 0 INVESCO QQQ AT COST 50117 175126 DEPOSIT IN TRANSIT AT COST 250 250 SUBSCRIPTIONS 176 176 OFFICE EXPENSES/POSTAGE 1184 1184 BANK FEES 60 60 LICENSES/PERMITS 64 64 BANK CASH AWARDS 136 136 ROUNDING 1 NET EXCISE TAX PAYMENTS 4331 4331