2024-07-10T10:18:17-04:00 2023-12-31 561315531 PATE HORTON & ESS PA PO BOX 787 NASHVILLE NC 27856 990PF 2023-01-01 566044106 GRAVELY FOUNDATION INC GRAV 2524460111 PO BOX 8243 ROCKY MOUNT NC 27804 J WINSTON LEA TRUSTEE 2024-04-24 J WINSTON LEA 888008888 true ROBERT B GOTTSCHALK III P01595285 2524593186 2024-05-29 2023 2023-04-26 12:10:37Z X 993391 X X 18799 18799 34762 525651 34762 53561 53561 4740 2370 2370 6948 6948 137 60 11885 9318 2370 31000 31000 42885 9318 33370 10676 44243 2177 4378 4378 6797 1463 1463 832 695 695 262575 205130 209944 541361 612752 776911 813742 824418 993391 0 X 93508 93508 294589 294589 425645 436321 813742 824418 813742 824418 813742 10676 824418 824418 CHARLES SCHWAB - SECURITIES P 2020-01-01 2023-12-31 523383 490889 32494 32494 34762 615 615 615 695 695 80 80 false false false false false false false true true true false false false false true N/A IDEAL BOOKS AND PAYROLL 2528834545 2226 NOBLES MILL POND RD ROCKY MOUNT NC 27801 false false false false false false false false false false false false false false false false false false false false J WINSTON LEA 512 EVERGREEN ROAD ROCKY MOUNT NC 27803 TRUSTEE 000.00 0 0 0 JOW GRAVELY IV 6612 THREE CHOPT ROAD RICHMOND VA 23226 TRUSTEE 000.00 0 0 0 JOHN W LEA JR 1175 JEFFREYS ROAD ROCKY MOUNT NC 27802 TRUSTEE 000.00 0 0 0 NONE NONE N/A 923504 18890 695 943089 943089 14146 928943 46447 46447 615 615 45832 45832 45832 33370 33370 45832 31860 33370 31860 1510 44322 X EDGECOMBE COMMUNITY COLLE 225 TARBORO ST ROCKY MOUNT NC 27801 N/A PC EDUCATIONAL 8000 NASH COMMUNITY COLLEGE 522 N OLD CARRIAGE RD ROCKY MOUNT NC 27804 N/A PC EDUCATIONAL 8000 NC WESLEYAN COLLEGE 3400 N WESLEYAN BLVD ROCKY MOUNT NC 27804 N/A PC EDUCATIONAL 15000 31000 14 18799 18 34762 53561 53561 false false false false false false false false false false ACCOUNTING FEES 4740 2370 2370 AB INTERNATIONAL STRATEGY ABBOT LABS 1546 4403 ALPHABET INC 7358 16912 AMAZON.COM 9417 15194 APPLE INC 13 963 ASSURANT INC BERKSHIRE HATHAWAY 5612 9630 BOOKING HOLDINS INC 4146 7094 BORG WARNER 3131 3585 BRISTOL MYERS SQUIBB 4606 4105 CAPITAL ONE 5073 5245 CISCO SYSTEMS 4990 5052 COMCAST CORP 6047 6578 CORNING INC 5415 4568 DR HORTON CO 2304 7599 DUKE ENERGY 7219 7763 DUPONT DE NEMOURS 5554 6154 ELECTRONIC ARTS 5606 6156 EMERSON ELECTRIC CO 5577 5840 FID OVERSEAS GENERAL MOTORS CO 7077 6286 INTERCONTINENTAL EXC 6664 7706 INTL FLAVORS 6307 6478 ISHARES CORE S&P MID CAP 50383 70396 ISHARES CORE S&P SMALL JACOBS SOLUTIONS 8167 7788 JP MORGAN CHASE 6588 10206 JPMORGAN ULTRA SHORT LAB CO OF AMER 3833 5682 LOWES COMPANIES 484 4451 MASCO CORP 5384 6697 MERCK & CO 4993 6541 MFS INTL INTRINSIC VALUE 26412 24509 MICROSOFT CORP 1013 13161 NORTHRUP GRUMMAN CO 2367 3277 PEPSICO INC 2845 5095 PFIZER INC 3592 2879 ROCKWELL AUTOMATION 1082 1552 SALESFORCE COM 6991 10526 SCHWAB S&P 500 INDEX 97239 154660 SPDR PORTFOLIO S&P 600 20633 22187 THERMO FISHER SCNTFC 1685 3185 VANGUARD S&P 500 17181 31450 VERIZON COMMUNICATIONS 8546 6032 VISA INC 3589 5207 WALMART INC 7139 7882 WALT DISNEY 7636 6320 WSDMTRE EMRG MKT 28533 27754 CHARLES SCHWAB CORP 3514 4472 MATCH GROUP INC 3182 3468 US BANCORP 4346 4328 COLUMBIA OVERSEAS VALUE 24307 26663 ISHARES CORE S&P 11731 16021 ISHARES 0 TO 3 MNTH 69043 68885 SCHWAB ST US 68075 68896 SPDR PORTFOLIO S&P 400 3882 4287 SPDR PORTFOLIO S&P 500 4695 5143 205130 209944 EXPENSES BANK CHARGES 60 OFFICE EXPENSE BROKER FEES 6948 6948 TAXES 137