2024-10-21T10:33:57-05:00 2023-12-31 561588934 SMITH STEVENS & FORD PA POST OFFICE BOX 1225 LENOIR NC 286451225 990PF 2023-01-01 566469396 CALDWELL HOSPICE FOUNDATION INC CALD 8283027820 800 HICKORY BLVD SW LENOIR NC 28645 BOYD C WILSON TREASURER 8283027820 2024-10-21 1 1 DAVID F STEVENS P00189144 8287588431 2024-10-07 2023 2024-10-15 13:58:12Z X X 8890517 X 2326 X 65 65 65 225420 225420 225420 185212 2131196 185212 0 413023 410697 225485 0 0 0 0 350 350 0 0 7598 2221 0 0 21262 21262 0 0 29210 23833 0 0 1000000 1000000 1029210 23833 0 1000000 -616187 386864 225485 464382 344901 344901 2500 2563 2563 5998808 6773749 6773749 581850 734175 734175 1580983 1035129 1035129 1668 0 0 8630191 8890517 8890517 3637 0 3637 0 X 8626554 8890517 8626554 8890517 8630191 8890517 8626554 -616187 882710 8893077 2560 8890517 PUBLICLY TRADED SECURITIES P 1622964 1628470 -5506 -5506 PUBLICLY TRADED SECURITIES P 508232 317514 190718 190718 185212 -5506 5377 0 5377 0 5377 3940 0 4000 0 7940 50 2513 2513 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A BOYD WILSON 8283026454 800 HICKORY BLVD SW LENOIR NC 28645 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DON FARMER 375 RIVER HAVEN DRIVE TAYLORSVILLE NC 28681 CHAIRMAN/PRESIDENT 0.00 0 0 0 BOYD WILSON 800 HICKORY BLVD SW LENOIR NC 28645 TREASURER 0.00 0 0 0 MARGARET PEG BROYHILL 1995 CEDAR ROCK ESTATES LENOIR NC 28645 SECRETARY 0.00 0 0 0 DEBORAH MURRAY 3755 WILLIAMS PLACE GRANITE FALLS NC 28630 DIRECTOR 0.00 0 0 0 JANET WINKLER 159 WHISPERING PINES DR HUDSON NC 28638 DIRECTOR 0.00 0 0 0 MARC CARPENTER 1155 WINDING WAY LANE LENOIR NC 28645 DIRECTOR 0.00 0 0 0 JERRY CHURCH 9 MORNINGSIDE DRIVE GRANITE FALLS NC 28630 DIRECTOR 0.00 0 0 0 LINDA STORY 2932 COUNTRYSIDE DRIVE GRANITE FALLS NC 28630 DIRECTOR 0.00 0 0 0 BRUCE VANDERBLOEMEN 214 RIDGE STREET LENOIR NC 28645 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 8231196 279894 2532 8513622 0 0 8513622 127704 8385918 419296 419296 5377 5377 413919 0 413919 0 413919 1000000 0 1000000 413919 0 0 352033 352033 1000000 0 0 0 413919 586081 0 0 938114 0 0 0 0 0 0 0 938114 352033 586081 2022-01-28 X CALDWELL HOSPICE AND PALLATIVE CARE INC 902 KIRKWOOD AVE NW LENOIR NC 28645 PC TO HELP WITH BUILDING A NEW PATIENT CARE UNIT 1000000 1000000 0 14 65 14 225420 18 185212 0 410697 0 410697 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 350 350 0 0 FIXED INCOME 734175 734175 STOCKS, OPTIONS & ETFS 6773749 6773749 MUTUAL FUNDS FMV 1035129 1035129 INCOME TAX RECEIVABLE 1668 PRIOR PERIOD ADJUSTMENT 2560 INSURANCE 500 500 0 0 BROKERAGE AND SERVICE CHARGES 20518 20518 0 0 BOARD MEETING EXPENSES 244 244 0 0 UNREALIZED GAINS (LOSSES) ON INVESTMENTS 882710 INCOME TAX PAYABLE 3637 0 FOREIGN TAXES 2221 2221 0 0 EXCISE TAXES 5377 0 0 0