2024-05-06T13:39:06-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990PF 2023-01-01 472584182 GRAYSON C HUFFMAN MEMORIAL SCHOLARSHIP FUND INC GRAY 8008294933 6028 HOLDEN COURT FORT MILL SC 29715 CHARLES HUFFMAN DIRECTOR 8008294933 2024-05-06 1 CHARLES HUFFMAN 999009999 0 JOHN NORMAN P01506766 7049985200 2024-05-06 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 782091 X 6127 4 4 18970 18970 33457 193432 33457 202 202 58760 52633 0 0 0 1911 1911 0 1911 1911 0 30500 30500 32411 1911 30500 26349 50722 30315 33098 33098 635131 748993 748993 665446 782091 782091 0 0 X 0 0 0 0 665446 782091 665446 782091 665446 782091 665446 26349 90341 782136 45 782091 PUBLICLY TRADED SECURITIES - ST (X9729) 147702 130782 16920 16920 PUBLICLY TRADED SECURITIES - LT (X9729) 45730 29193 16537 16537 33457 705 0 705 0 705 0 0 0 0 0 25 730 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A BARBARA HUFFMAN 7048195791 6028 HOLDEN COURT FORT MILL SC 29715 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 MACKENZIE L MURR 1704 HALF PINT LOOP FORT MILL SC 29708 DIRECTOR 0.00 0 0 0 BARBARA L HUFFMAN 6028 HOLDEN COURT FORT MILL SC 29715 DIRECTOR 0.00 0 0 0 CHARLES C HUFFMAN 6028 HOLDEN COURT FORT MILL SC 29715 DIRECTOR 0.00 0 0 0 0 0 0 0 684388 38321 0 722709 0 0 722709 10841 711868 35593 35593 705 705 34888 0 34888 0 34888 30500 0 30500 34888 0 0 26359 16348 25842 8640 21046 98235 30500 0 0 0 30500 0 4388 4388 93847 0 0 0 0 0 0 21971 71876 16348 25842 8640 21046 X BETHEL MEN'S SHELTER 1232 CURTIS ST ROCK HILL SC 29730 PC GENERAL SUPPORT 15000 BUILDING BOYS TO MEN 5335 WAYNE AVENUE PHILADELPHIA PA 19144 PC GENERAL SUPPORT 5000 APPALACHIAN STATE UNIVERSITY 287 RIVERS STREET BOONE NC 28608 PC GENERAL SCHOLARSHIP 5000 WILDLIFE BAY HOME OWNERS ASSOCIATION WILDLIFE BAY TROUTMAN NC 28166 NC CONTRIBUTION IN SUPPORT OF PURCHASE AND INSTALLATION OF ACCESSIBLE SWING SET IN WILDLIFE BAY NEIGHBORHOOD IN TROUTMAN, NC. 500 HUNGER & HEALTH COALITION 141 HEALTH CENTER DR C BOONE NC 28607 PC GENERAL SUPPORT 5000 30500 0 14 4 14 18970 18 33457 K-1 CAPITAL GAINS 18 202 0 52633 0 52633 0 0 0 0 0 0 0 0 0 0 X X 1 JANE A BUCKIEWICZ 313F CURTIS AVE POINT PLEASANT BEACH NJ 08742 5000 X WILDLIFE BAY HOME OWNERS ASSOCIATION WILDLIFE BAY TROUTMAN NC 28166 2023-06-06 500 DURING THE YEAR, THE FOUNDATION MADE A GRANT TO ASSIST IN THE PURCHASE AND INSTALLATION OF AN ACCESSIBLE SWING SET TO ACCOMMODATE CHILDREN WITH MOBILITY ISSUES WITHIN THE WILDLIFE BAY NEIGHBORHOOD IN TROUTMAN, NORTH CAROLINA. 500 NONE PERIODICALLY THROUGHOUT THE INSTALLATION OF THE SWING SET. 2023-06-06 INVESTMENTS 635131 748993 748993 ADJUSTMENT INVESTMENT IN HUFFMAN INVESTMENTS (EIN 42-1295158) TO TAX BASIS 45 K-1 CAPITAL GAINS 202 202 202 UNREALIZED GAIN ON INVESTMENTS 90341 INVESTMENT ADVISORY FEE 1911 1911 0