2024-10-18T12:33:43-05:00 2023-12-31 450473857 Crouch Joslyn Group PLLC 4505 Country Club Rd Ste 100 WinstonSalem NC 27104 990PF 2023-01-01 836450212 Elias H Pegram Jr Charitable Trust ELIA 3364082051 6513 Harbour Point Dr Suffolk VA 23435 Katie King Trustee 3364082051 2024-09-09 1 0 X Eugene J Joslyn P00288276 3367688000 2023 2024-10-15 13:58:12Z X X 1194663 X 25071 4547 4547 24530 24530 49460 110532 49460 103608 78537 0 0 0 1850 1850 0 9079 9079 0 325 325 0 11254 11254 0 60000 60000 71254 11254 60000 32354 67283 69303 73517 73517 817015 954576 1121146 107779 0 0 994097 1028093 1194663 0 0 X 994097 1028093 994097 1028093 994097 1028093 994097 32354 1642 1028093 0 1028093 ML Acct xx4094 2020-01-30 2023-01-27 29502 25002 4500 4500 ML Acct xx4451 2019-08-26 2023-12-11 78072 36070 42002 42002 Capital Gains Dividends P 2958 2958 2958 49460 935 0 935 0 935 0 0 0 0 0 54 989 0 0 0 0 0 0 0 0 0 0 0 1 NC 1 0 0 0 0 1 N/A Katie King 3364082051 6513 Harbour Point Dr Suffolk VA 23435 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sharon Giddens 635 Oak Valley Blvd Advance NC 27006 Trustee 1.00 0 0 0 Ira Williams 1661 Marblehead Rd Lewisville NC 27023 Trustee 1.00 0 0 0 Katie King 6513 Harbour Point Dr Suffolk VA 23235 Trustee 2.00 0 0 0 NONE 0 NONE 0 0 252430 130321 571933 954684 0 0 954684 14320 940364 47018 47018 935 935 46083 0 46083 0 46083 60000 0 60000 46083 36140 0 0 60000 36140 0 0 23860 0 0 0 0 0 0 0 0 22223 0 0 0 X Second Harvest Food Bank 3655 Reed St Winston Salem NC 27104 PC Community Support 5000 Winston Salem Rescue Mission 718 N Trade St NW Winston Salem NC 27101 PC Community Support 5000 Wake Forest Institute of Regenerative Medicine 391 Technolongy Way NE Winston Salem NC 27101 PC Public health 50000 60000 0 14 4547 14 24530 14 49460 0 78537 0 78537 0 0 0 0 0 0 0 0 0 0 X X 1 Elias H Pegram Estate Acct PO Box 285 Oak Island NC 28465 25071 X Accounting fees 1850 1850 0 500 Shrs BAC 15395 16835 5000 Shrs MLVSL 50000 86255 500 Shrs DVN 10840 22650 2500 Shrs MLXAQ 25000 21775 55 Shrs GUKYF 157 91 200 Shrs HES 11912 28832 1977.32 Shrs ANGIX 20000 16748 2379.132 CMNIX 32439 33736 923.837 Shrs MBXIX 26280 32417 1552.505 Shrs IMIDX 39670 38223 1194.125 Shrs SCIEX 15167 19882 1858.442 Shrs SEMNX 31552 29029 1700 Shrs XSHD 30163 27999 600 Shrs RSP 67716 94680 825 Shrs IJR 65663 89306 2000 Shrs PFF 64447 62380 350 Shrs JHMM 19851 18431 1947.869 Shrs STYRX 20657 18446 490 Shrs XLI 36129 55855 1500 Shrs XLF 50230 56400 640 Shrs DEM 24857 26035 250 Shrs NUE 15869 43510 500 Shrs AMLP 19835 21260 2000 Shrs VRP 46378 46160 1050 Shrs SPHD 48598 44531 100 Shrs IBB 13737 13585 260 Shrs XLP 20401 18728 2700 Shrs NFJ 30581 34020 813.273 Shrs SGIIX 50000 51594 410 Shrs RSPG 29560 30225 400 Shrs DGRO 21492 21528 Prior Yr Fed Tax Refund due 107779 Non dividend distributions 1642 Merrill Lynch x4451 Mangement fees 9079 9079 0 Foreign Taxes x4094 32 32 0 Foreign Taxes x4451 293 293 0