2024-05-15T07:29:33-04:00 2023-12-31 561833865 WILLIAM TEMPLE ALLEN CPA PA 3620 CAPE CENTER DRIVE FAYETTEVILLE NC 28304 990PF 2023-01-01 562190192 THE WELLONS FAMILY FOUNDATION WELL 2527262151 P O BOX 1018 MOREHEAD CITY NC 28557 GAYE WELLONS MASHBURN SECRETARY 2527262151 2024-05-15 GAYE WELLONS MASHBURN XXX-XX-XXXX false WILLIAM TEMPLE ALLEN CPA PA P01071846 9103230191 2024-05-15 2023 2023-04-26 12:10:37Z X 1509340 X 88240 3906 3906 3906 12390 12390 12390 -15692 378331 -1605 -1605 -1605 87239 14691 14691 1953 1953 2979 7913 6063 12845 8016 0 64041 64041 76886 8016 64041 10353 6675 14691 429567 199718 199718 74807 84377 84377 504 428 428 691246 921527 987472 992800 992800 992800 206885 80000 80000 30460 2268924 2278850 1509340 0 X 2268924 2278850 2268924 2278850 2268924 2278850 2268924 10353 2279277 427 2278850 WELLS FARGO P 300686 305365 -4679 -4679 WELLS FARGO P 76289 88658 -12369 -12369 -15692 93 93 93 77 77 16 false false false false false false false true true true false false false false true N/A JEAN R WELLONS 2527262151 3012 BRIDGES STREET MOREHEAD CITY NC 28557 false false false false false false false false false false false false false false false false false false false false JEAN R WELLONS 3012 BRIDGES STREET MOREHEAD CITY NC 28557 PRESIDENT 1.00 0 0 0 ELIZABETH MORRICE 444 LOBLOLLY ST WOODSTOCK GA 30188 OFFICER 1.00 0 0 0 GAYE WELLONS MASHBURN 209 RUDOLPH DRIVE BEAUFORT NC 28516 SECRETARY 1.00 0 0 0 KATHRYN W TODD 2576 BISHOP GREENS TRAIL TALLAHASSEE FL 32312 OFFICER 1.00 0 0 0 JOY W MOORE 2906 BRIDGES STREET MOREHEAD CITY NC 28557 TREASURER 1.00 0 0 0 NONE NONE N/A 495669 369007 237811 1102487 1102487 16537 1085950 54298 54298 93 93 54205 54205 54205 64041 64041 54205 68277 16505 178361 263143 64041 54205 9836 272979 0 68277 204702 16505 178361 9836 JEAN WELLONS JEAN WELLONS P O BOX 1018 MOREHEAD CITY NC 28557 2527262151 IN WRITING TO THE ABOVE ADDRESS NONE NONE GLAD TIDINGS CHURCH 4621 COUNTRY CLUB ROAD MOREHEAD CITY NC 28557 NONE 501(C)(3) GENERAL FUND 21450 EMMANUEL COLLEGE 181 SPRING ST FRANKLIN SPRINGS GA 30639 NONE 501(C)(3) GENERAL FUND 18000 MISCELLANEOUS CONTRIBUTIONS MOREHEAD CITY NC 28557 NONE 501(C)(3) GENERAL 4071 CRYSTAL COAST HABITAT FOR HUMANITY 5898 US-70 NEWPORT NC 28570 NONE 501(C)(3) GENERAL FUND 500 FELLOWSHIP OF CHRISTIAN ATHLETES 2204 NORTH ROAD MOREHEAD CITY NC 28557 NONE NON PROFIT GENERAL 1000 CRYSTAL COAST HOSPICE HOUSE P O BOX 640 NEWPORT NC 28570 NONE 501(C)(3) GENERAL 500 MARTHA'S MISSION CUPBOARD INC 901 BAY ST MOREHEAD CITY NC 28557 NONE 501(C)(3) MISSION 2400 BOYS ABD GIRLS CLUB 621 W FIRE TOWER ROAD WINTERVILLE NC 28590 501(C)(3) GENERAL 1000 CRAVEN MESSIAH CHOURS INC P O BOX 455 NEW BERN NC 28563 501(C)(3) GENERAL 250 LOAVES AND FISHES OF BEAUFORT 1710 LIVE OAK ST BEAUFORT NC 28516 501(C)(3) GENERAL 300 THE MIRIAM P O BOX 162 MOREHEAD CITY NC 28557 NONE 501(C)(3) GENERAL 3300 NC MARITIME MUSEUM 315 FRONT ST BEAUFORT NC 28516 NONE 501(C)(3) GENERAL 300 IPHC WORLD MISSION P O BOX 12609 OKLAHOMA CITY OK 73157 NONE 501(C)(3) GENERAL 8000 K-1 CONT CONTRIBUTION MOREHEAD CITY NC 28557 NONE CHURCH GENERAL 2970 64041 14 3906 14 12390 18 -15692 MICRO INVESTMENTS INCOME 18 -2925 MICEO INVESTMENTS RENT 16 1320 -1001 -1001 false false false false false false false false false false X X 1 WELLONS GRANDCHILDRENS TRUST P O BOX 1018 MOREHEAD CITY NC 28557 25000 X 2 CGW INC P O BOX 1018 MOREHEAD CITY NC 28557 50000 X 3 GAYE W MASHBURN P O BOX 1018 MOREHEAD CITY NC 28557 7700 X WILLIAMTEMPLE ALLEN CPA PA. 1953 1953 AAPL - APPLE INC AT COST 8071 9049 ABT - ABBOTT LAB AT COST 9346 8916 ACN - ACCENTURE PLC IRELAND AT COST 7254 8071 ADBE - ADOBE SYSTEMS AT COST 5977 8949 AMZN - AMAZON COM INC AT COST 13931 13978 AVGO -BROADCOM INC AT COST 3104 8930 BLK - BLACKROCK INC AT COST 5596 6494 CB - CHUBB LTD AT COST 6982 8362 COF - CAPITAL ONE FINANCIAL AT COST 5606 6949 CPBYX - INVESCO CORE AT COST CRM - SALESFORCE AT COST 7338 10789 CSCO - CISCO SYSTEMS AT COST 4876 5709 CVS-CVS HEALTH AT COST 5535 6554 D - DOMINION ENERGY AT COST DEO-DIAGEO PLC AT COST 5134 4952 EMR - EMERSON AT COST GLW - CORNING INC AT COST 6845 6334 GOOGL - ALPHABET INC AT COST 12325 13271 HD-HOME DEPOT AT COST 4719 6584 ITW-ILLINOIS TOOL WORKS AT COST 3222 5501 JHMM - JOHN HANCOCK ETF AT COST 30474 31701 JNJ-JOHNSON & JOHNSON AT COST 5165 5486 JPM-JPMORGAN CHASE &CO AT COST 5279 8505 LIN - LINDE PLC AT COST 4260 5750 LMT-LOCKHEED MARTIN CORP AT COST 5965 6799 MA - MASTERCARD INC AT COST 11031 13222 MICRO INVESTMENT LLC AT COST 336455 336455 MRK-MERCK&CO AT COST 4359 5669 MSFT-MICROSOFT CORP AT COST 9317 16170 NEE-NEXTERA ENERGY INC AT COST 4940 4616 NOW - SERVICENOW INC AT COST 6929 9184 PANW - PLO ALTO NETWORKS AT COST 6850 10616 PEP-PEPSICO INC AT COST 4254 5265 PFIIX - PIMCO LOW AT COST PG - PROCTER & GAMBLE AT COST 4843 5569 PSX-PHILLIPS 66 AT COST 4435 8255 PXQSX - VIRTUS FUNDS AT COST ROUNDING AT COST RWJ - INVESCO TR II AT COST 18479 21751 SEDF - SOLAREDGE TECH AT COST SPTS - SPDR PORTFOLIO AT COST TSLA - TESLA INC AT COST 8309 8200 UNH - UNITED HEALTH GROUP AT COST 7495 7897 UNP - UNION PACIFIC AT COST UPS - B AT COST 5534 5189 UPS-UNITES PAECEL SERVICE AT COST USB-US BANCORP NEW AT COST 6539 7444 VIMCX - VITUS FUNDS AT COST VNLA - JANUS HENDERSON AT COST 39504 39574 VZ-VERIZON COMMUNICATIONS CORP AT COST ZTS - ZOETIS INC AT COST 7721 8290 BAC BANK OF AMERICA AT COST 6387 6768 CGXU CAPITAL GROUP AT COST 21949 22295 CVX CHEVRON CORP AT COST 5804 5519 ENPH ENPHASE ENERGY AT COST 4253 5946 FGD FIRST TRUST DOW AT COST 21411 21793 IBM INTERNATIONAL BUSINESS MACH AT COST 5601 7033 PYPL PAYPAL HOLDINGS AT COST 7503 6448 TMO THERMO FISHER SCI AT COST 7366 7431 JIGFX JANUS HENDERSON AT COST 21827 22157 LSIIX LOOMIS SAYLES AT COST 47986 49280 NBGIX NEUBERGER BERMAN AT COST 20190 20849 PIOIX PRINCIPAL CORE FIXED AT COST 32425 33029 VIMCX VIRTUS FUNDS AT COST 29959 32784 STYIX ALLSPRING ST AT COST 34868 35141 191 JACKSON DRIVE LOT4 35800 35800 12426 175 SUNRISE DRIVE LOT 5 35800 35800 12316 209 JACKSON DRIVE LOT 5 35800 35800 12426 229 JACKSON DRIVE LOT 6 35800 35800 12246 159 JACKSON DRIVE LOT 2 30800 30800 8118 245 JACKSON DRIVE LOT 7 35800 35800 12306 .7 ACRES FAYETTEVILLE ST (MICRO) 32000 32000 21500 .7 ACRES FAYETTEVILLE ST (MICRO) 28000 28000 24480 I-95 ACCESS RD & SR2382 .97 ACRES 52000 52000 23900 SOUTHSIDE E MAIN ST MICRO 17000 17000 3500 1.2 ACRES MICRO FROM JOHN WELLONS 48000 48000 36860 HWY 70 ACREAGE BEAUFORT 606000 606000 26807 302 E MAIN, MICRO, NC 80000 80000 30460 2022 TAXES 427 EXPENSES INSURANCE 307 307 OFFICE SUPPLIES 1850 ADVISORY FEES 5756 5756 MICRO INVESTMENTS INCOME -2925 -2925 -2925 MICEO INVESTMENTS RENT 1320 1320 1320 REAL ESTATE 2739 FOREIGN TAX 240