2024-11-15T13:43:17-06:00 2023-12-31 561394468 DAVIDSON HOLLAND WHITESELL & CO PLLC PO BOX 1489 MORGANTON NC 286801489 990PF 2023-01-01 561667607 THE EMILY B ANDREWS MEMORIAL FOUNDATION EMIL 8284379744 401-B SOUTH GREEN ST PO BOX 1329 MORGANTON NC 28680 JR SIMPSON TRUSTEE 8284379744 2024-11-06 1 1 MARK K MILLER CPA PFS CFP P00023038 8284378060 2023 2024-10-15 13:58:12Z X 361814 X X 748 748 5801 5801 179 1350 179 6728 6728 26400 6600 0 2200 0 0 29 0 0 433 0 0 29062 6600 0 10400 10400 39462 6600 10400 -32734 128 49155 17592 17592 135199 134028 343926 296 296 296 184650 151916 361814 0 0 X 0 0 0 0 184650 151916 184650 151916 184650 151916 184650 -32734 0 151916 0 151916 PUBLICLY TRADED SECURITIES P 1350 1171 179 179 179 2 0 2 0 2 0 0 0 0 0 0 2 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A J R SIMPSON 8284379744 PO DRAWER 1329 MORGANTON NC 28680 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STACY CONN 626 WINDWOOD LANE BOONE NC 28607 TRUSTEE/VICE PRESIDENT 1.00 6600 0 0 IRIS F WORK 1351 ROBINWOOD ROAD APT A-220 GASTONIA NC 28054 TRUSTEE/PRESIDENT 1.00 6600 0 0 JULIE MACKORELL 302 64TH AVENUE NORTH MYRTLE BEACH SC 29572 TRUSTEE/SECRETARY 1.00 6600 0 0 J R SIMPSON 254 WEST PARK DRIVE MORGANTON NC 28655 TRUSTEE/TREASURER 1.00 6600 0 0 NONE 0 NONE 0 0 326442 41928 0 368370 0 0 368370 5526 362844 18142 18142 2 2 18140 0 18140 0 18140 10400 0 10400 18140 6139 0 0 10400 6139 0 0 4261 0 0 0 0 0 0 0 0 13879 0 0 0 JAMES REID SIMPSON II 401-B SOUTH GREEN STREET MORGANTON NC 28655 8284379744 BY LETTER OF REQUEST NONE NONE APPALACHIAN STATE UNIVERSITY FOR LAWRENCE JOHN NATALE II JOHN E THOMAS HALL 287 RIVERS STREET BOONE NC 28608 NONE 501(C)(3) EDUCATION SCHOLARSHIP 1000 CALDWELL COMMUNITY COLLEGE FOR KAYLEE REDWINE 2855 HICKORY BLVD HUDSON NC 28638 NONE 501(C)(3) EDUCATION SCHOLARSHIP 2000 GLEN ALPINE FOOD PANTRY INC 410 LINVILLE ST MORGANTON NC 28655 NONE 501(C)(3) CHARITABLE CONTRIBUTION 1600 GRAND STRAND HUMANE SOCIETY 3241 MR JOE WHITE AVE MYRTLE BEACH SC 29577 NONE 501(C)(3) CHARITABLE CONTRIBUTION 1600 HOLY TRINITY LUTHERAN CHURCH 547 6TH ST NW HICKORY NC 28601 NONE 501(C)(3) CHARITABLE CONTRIBUTION 1600 HOSPITALITY HOUSE OF NORTHEAST NC 338 BROOK HOLLOW ROAD BOONE NC 28607 NONE 501(C)(3) CHARITABLE CONTRIBUTION 1600 UNIVERSITY OF TENNESSEE FOR AUSTIN BAINES UNIVERSITY OF TENNESSEE KNOXVILLE TN 37996 NONE 501(C)(3) EDUCATION SCHOLARSHIP 1000 10400 0 14 748 14 5801 14 179 0 6728 0 6728 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 2200 0 0 THE ELECTION HAS BEEN MADE TO APPLY THE CURRENT YEAR EXCESS DISTRIBUTIONS TO PRIOR YEARS UNDISTRIBUTED INCOME. INVESTMENTS - STOCK 134028 343926 DIVIDENDS RECEIVABLE AT COST 296 296 TRUSTEE MEETING MEALS 244 0 0 ANNUAL FEES 150 0 0 BANK FEES 39 0 0 EXCISE TAXES 29 0 0