2024-02-16T13:41:07-06:00 2023-09-30 560587953 GILLIAM BELL MOSER LLP PO BOX 621 BURLINGTON NC 272160621 990PF 2022-10-01 200443049 ERNEST A KOURY FAMILY FOUNDATION INC ERNE 3365702129 POST OFFICE BOX 850 BURLINGTON NC 272160850 MILTOM E PETTY SECRETARY/TREASURER 3365702129 2024-02-16 1 MILTOM PETTY XXX-XX-XXXX 1 J BRADLEY MOSER P00024209 3362276283 2024-02-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2883347 X X 16852 16852 56255 56255 42494 42494 42494 115601 115601 0 0 0 6145 0 0 467 0 0 9003 9003 0 15615 9003 0 154500 154500 170115 9003 154500 -54514 106598 204958 150443 150443 196067 196067 205205 2503936 2503937 2527699 2904961 2850447 2883347 0 0 X 0 0 0 0 2904961 2850447 2904961 2850447 2904961 2850447 2904961 -54514 0 2850447 0 2850447 CAPITAL GAINS DIVIDENDS P 42494 42494 42494 42494 1482 0 1482 0 1482 0 0 1508 0 1508 26 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A MILTOM E PETTY 3365702129 TUCKER STREET EXTENSION BURLINGTON NC 27215 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ERNEST A KOURY JR TUCKER STREET EXTENSION BURLINGTON NC 27215 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 BRADFORD A KOURY TUCKER STREET EXTENSION BURLINGTON NC 27215 VICE PRESIDENT/DIRECTOR 0.00 0 0 0 TEENA M KOURY TUCKER STREET EXTENSION BURLINGTON NC 27215 VICE PRESIDENT/DIRECTOR 0.00 0 0 0 MILTOM E PETTY TUCKER STREET EXTENSION BURLINGTON NC 27215 SEC/TREAS/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2729659 234469 0 2964128 0 0 2964128 44462 2919666 145983 145983 1482 1482 144501 0 144501 0 144501 154500 0 154500 144501 147923 0 0 154500 147923 0 0 6577 0 0 0 0 0 0 0 0 137924 0 0 0 X ALAMANCE COUNTY SILENT WITNESS PROGRAM CRIMESTOPPERS 267 W FRONT STREET BURLINGTON NC 27215 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 5000 ALAMANCE REGIONAL CHARITABLE FOUNDATION PO BOX 202 BURLINGTON NC 27216 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 5000 BURLINGTON CHRISTIAN ACADEMY 621 E SIXTH STREET BURLINGTON NC 27215 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 15000 ELON UNIVERSITY 2615 CAMPUS BOX ELON NC 27244 NONE 501(C)(3) NONPROFIT EDUCATION AND TO FUND SCHOLARSHIPS. 25000 NC MARINE & ESTUARY FOUNDATION 1101 HAYNES STREET SUITE 102 RALEIGH NC 27604 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 30000 NC STATE VETERINARY MEDICAL FOUNDATION 1060 WILLIAM MOORE DRIVE RALEIGH NC 27607 NONE 501(C)(3) NONPROFIT EDUCATION AND TO FUND SCHOLARSHIPS. 25000 PEG'S PJS 2228 WALKER AVENUE BURLINGTON NC 27215 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 3500 CHRISTMAS CHEER OF ALAMANCE COUNTY 331 S MAIN STREET BURLINGTON NC 27215 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 5000 POSITIVE ATTITUDE YOUTH CENTER 229 N GRAHAM-HOPEDALE RD BURLINGTON NC 27215 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 5000 SALVATION ARMY BOYS & GIRLS CLUB PO BOX 1238 BURLINGTON NC 27216 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 5000 THE BURLINGTON SCHOOL 1615 GREENWOOD TERRACE BURLINGTON NC 27215 NONE 501(C)(3) NONPROFIT EDUCATION. 10000 WESTERN ALAMANCE HIGH SCHOOL 1731 NORTH NC HWY 87 ELON NC 27244 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 5000 ALAMANCE COUNTY MEALS ON WHEELS 411 WEST 5TH STREET SUITE A BURLINGTON NC 27215 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 1000 NORTH CAROLINA WILDLIFE FOUNDATION 1024 WASHINGTON STREET RALEIGH NC 27605 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 10000 PET ADOPTION & WELFARE SOCIETY PO BOX 2440 BURLINGTON NC 27216 NONE 501(C)(3) NONPROFIT TO AID IN ORGANIZATION'S PROGRAMS. 5000 154500 0 14 16852 14 56255 14 42494 0 115601 0 115601 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6145 0 0 2325 SHARES OF DUKE ENERGY 196067 205205 5547 SHARES OF DFA 5YR GLOBAL FIXED AT COST 55636 55858 4572 SHARES OF DFA INVESTMENT GRADE AT COST 45671 43751 5307 SHARES OF DFA WORLD EX US GOVERNMENT FIXED INCOME AT COST 44841 42931 5045 SHARES OF VANGUARD ST INVESTMENT AT COST 50654 50099 13911 SHARES OF VANGUARD TOTAL BOND MARKET INDEX AT COST 135353 127702 8565 SHARES OF DFA EMERGING MARKETS CORE EQUITY AT COST 179172 180628 6308 SHARES OF DFA GLOBAL REAL ESTATE SECURITIES AT COST 70583 57211 42755 SHARES OF DFA INTERNATIONAL CORE EQUITY AT COST 559234 600706 29537 SHARES OF DFA US CORE EQUITY 2 AT COST 852424 865716 22723 SHARES OF DFA US VECTOR EQUITY AT COST 510369 503097 INVESTMENT ACCOUNT FEES 9003 9003 0 FORM 990PF - 2021 TAX YEAR 467 0 0