2024-05-15T05:56:16-07:00 2023-12-31 561521600 Dyer Raines & Associates LLP 2700 Coltsgate Rd Ste 202 Charlotte NC 28211 990PF 2023-01-01 203649206 LUND MCFEELEY FAMILY FOUNDATION LUND 7049055812 1414 HEATHER LANE CHARLOTTE NC 28209 PATRICK JAMES MCFEELEY Director 2024-05-15 true PATRICK JAMES MCFEELEY 999009999 true TERESE M RAINES P00449426 7046438900 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X X 168641 X 100000 51 51 51 1553 1553 1553 10026 111187 10026 850 111630 11630 2454 2865 2865 20 20 3376 3376 523 523 3463 3463 1439 955 484 11686 1478 10208 131934 131934 143620 1478 142142 -31990 10152 2454 42687 83525 83525 127544 31022 85116 8554 8498 178785 123045 168641 23349 23349 0 X 155436 123045 155436 123045 178785 123045 155436 -31990 2 123448 403 123045 31.000 SHS SCHWAB CHARLES CORP NEW P 2023-01-01 2023-08-09 2024 1709 315 315 VARIOUS MERRILL LYNCH - #02121 S/T G/L P 2000-01-01 2023-12-31 54008 45178 8830 8830 VARIOUS MERRILL LYNCH - #02122 S/T G/L P 2023-01-01 2023-12-31 8230 7695 535 535 VARIOUS MERRILL LYNCH - #02122 L/T G/L P 2000-01-01 2023-12-31 46925 46579 346 346 10026 850 141 141 141 141 0 false false false false false false false true true NC true false false false false true N/A SHAUNA LUND MCFEELEY 7049055812 372 HILLSIDE AVENUE CHARLOTTE NC 28209 false false false false false false false false false false false false false false false false false false false false false false PATRICK JAMES MCFEELEY 1414 HEATHER LANE CHARLOTTE NC 28209 President 0.00 0 SHAUNA LUND MCFEELEY 1414 HEATHER LANE CHARLOTTE NC 28209 Secretary 0.00 0 NONE NONE 134047 28337 0 162384 0 162384 2436 159948 7997 7997 141 141 7856 7856 7856 142142 142142 7856 112574 109495 111869 16835 137635 488408 142142 0 7856 134286 622694 0 112574 510120 109495 111869 16835 137635 134286 X HUNTSMAN CANCER FOUNDATION 2000 CIRCLE OF HOPE DRIVE SALT LAKE CITY UT 84112 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 100 JDRF INTERNATIONAL 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 129110 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 100 JUVENILE DIABETES RESEARCH FOUNDATION 200 VESEY ST 28TH FLOOR NEW YORK NY 10281 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 361 24 FOUNDATION 801 E MOREHEAD STREET 200 CHARLOTTE NC 28203 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 500 PAN MASS CHALLENGE 77 4TH AVENUE NEEDHAM MA 02494 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 513 JAMES MADISON UNIVERSITY FOUNDATION 1320 S MAIN ST HARRISONBURG VA 22801 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 250 THE GOODFELLOWS CLUB INC 700 PARKWOOD AVENUE CHARLTTE NC 28205 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 1000 131934 51 1553 10026 11630 11630 false false false false false false false false false false X X 1 PATRICK JAMES MCFEELEY 372 HILLSIDE AVENUE CHARLOTTE NC 28209 100000 X TAX PREPARATION FEES 2865 0 0 2865 140.000 SHS APPLE INC. AT COST 10033 26954 340.000 SHS ISHARES U.S. TECHNOLOGY AT COST 8596 41735 VARIOUS - M/L #02121 ATTACHMENT AT COST VARIOUS - M/L #02122 ATTACHMENT AT COST 12393 16427 DUE FROM PATRICK J. MCFEELEY 8554 8498 DUE FROM DIRECTOR 180 NONDEDUCTIBLE 50% MEALS 223 CHASE CARD ANNUAL MEMBERSHIP 95 95 INVESTMENT ADVISORY FEES 801 801 MERRILL LYNCH EMA ANNUAL FEE 150 150 MISCELLANEOUS INVESTMENT EXPENSE 4 4 POSTAGE 389 389 GCI LIBERTY - EXCHANGE 2 GODADDY FEE 20 0 0 20 2022 FEDERAL INVESTMENT TAX 513 513 FOREIGN DIVIDEND TAX 10 10