2024-05-07T10:18:01-04:00 2023-12-31 990PF 2023-01-01 566467466 HH WEBB AND NORA MIDKIFF WEBB BENEVOLENT TRUST % Jeffrey Boyles HHWE 3367861181 PO BOX 1463 MOUNT AIRY NC 270301463 Jeffrey Boyles trustee 2024-05-07 true Sharon Lowe P01692609 3367861181 2024-05-07 2023 2023-04-26 12:10:37Z X 2082421 X X 71466 71466 0 -43450 435386 0 0 0 0 0 0 19837 19837 19837 47853 91303 19837 6000 6000 6000 0 0 0 0 0 0 0 0 0 5600 5600 5600 0 5600 5600 5600 0 0 0 0 0 0 0 0 0 1239 1239 1239 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1614 1614 1614 0 20053 20053 20053 0 106698 106698 126751 20053 20053 106698 -78898 71250 0 57064 124058 124058 0 0 0 0 402882 407011 415859 1386838 1236817 1542504 0 0 0 0 0 0 0 1846784 1767886 2082421 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2975593 2937175 -1128809 -1169289 1846784 1767886 1846784 1767886 1846784 -78898 1767886 1767886 Wells Fargo Bk CD P 2022-07-13 2023-01-07 50000 0 50000 0 0 Simmons Bk Pine Bluff Ark CD P 2022-10-21 2023-04-24 52000 0 52000 0 0 Pacific Premier Bk Irvine -52000 sh P 2022-10-19 2023-11-27 52000 0 52000 0 0 Amer Express Natl Bk-50000 sh P 2022-07-11 2023-07-13 50000 0 50000 0 0 Amer Hi-Inc Muni Bond Fd-1683.751 sh P 2016-04-19 2023-04-17 24818 0 26771 -1953 -1953 Franklin Conser Alloc Fd A-3968.254 sh P 2021-07-29 2023-04-17 50000 0 62579 -12579 -12579 Franklin Conser Alloc Fd-4702.307 sh P 2021-07-30 2023-10-23 56568 0 74125 -17557 -17557 Franklin Conser Alloc-2891.051 sh P 2021-07-30 2023-07-14 50000 0 61361 -11361 -11361 JPMorgan Inc Bldr Fund A-5263.158 sh P 2019-10-22 2023-07-19 50000 0 50000 0 0 -43450 990 990 990 1200 0 0 1200 210 0 210 false false false 0 0 0 false false false false true true true false false false false true none Lowe & Williams PLLC 3367861181 PO BOX 1463 MOUNT AIRY NC 270301463 false false false false false false false false true 2022 true false false false false false false false false false false false false Jeffrey Boyles P O Box 1463 Mount Airy NC 27030 trustee 1.00 2000 0 0 Martha Morgan P O Box 1463 Mount Airy NC 27030 trustee 1.00 2000 0 0 Anderson Rowe P O Box 1463 Mount Airy NC 27030 trustee 1.00 2000 0 0 1976055 55264 0 2031319 0 0 2031319 30470 2000849 100042 100042 990 0 990 99052 0 99052 0 99052 106698 0 0 0 0 106698 99052 108174 0 0 106698 106698 0 0 0 0 1476 99052 0 Jeffrey Boyles P O Box 1463 Mount Airy NC 27030 3367861181 slowe@loweandwilliams.com none none Preference is given to charities that serve Surry County NC and Patrick and Carroll Counties VA Lees-McRae College 191 Main St W Banner Elk NC 28604 No Relationship PC scholarships 1500 Webb So Carroll Comm Ctr 33 Bear Trail Cana VA 24317 No Relationship PC general operating expense-meals for seniors 500 Surry Community College 630 S Main St Dobson NC 27017 No Relationship PC scholarships 1098 University of NC-Charlotte 9201 University City Blvd Charlotte NC 28223 No Relationship PC scholarships 3000 Virginia Polytech State University 9800 Washington St Blacksburg VA 24061 No Relationship PC scholarships 1500 Appalachian State University 287 River St Boone NC 28608 No Relationship PC scholarship 7500 Univ of NC-Chapel Hill 450 Ridge Rd Chapel Hill NC 27599 No Relationship PC scholarships 4500 New River Community College 5251 State Rd Dublin VA 24084 No Relationship PC scholarships 1500 N C State University P O Box 7302 Raleigh NC 27695 No Relationship PC scholarships 3000 Virginia Commonwealth University 907 Floyd Ave Richmond VA 23284 No Relationship PC scholarships 3000 Surry Sunrise Rotary Club P O Box 6254 Mount Airy NC 27030 No Relationship PC feeding disadvantaged children 7000 Yokefellow Ministries 215 Jones School Rd Mount Airy NC 27030 No Relationship PC provide food & medicine for disadvantaged 8000 Surry Medical Ministries P O Box 349 Mount Airy NC 27030 No Relationship PC provide medical care for poor 8000 Free Clinic of Twin Counties P O Box 1708 Galax VA 24333 No Relationship PC provide medical care for poor 6000 Foothills Food Pantry P O Box 1041 Dobson NC 27017 No Relationship PC provide food to poor 6000 Children's Center of Surry Inc P O Box 692 Dobson NC 27017 No Relationship PC provide home for disadvantaged children 4200 1st Bapt Church Friends Feeding Fri 714 N Main St Mount Airy NC 27030 No Relationship PC provide food for poor 6000 Reeves Community Foundation 113 s Renfro St Mount Airy NC 27030 No Relationship PC provide recreation for disadvantaged children 4000 Lifespan 623 Rockford St Dobson NC 27017 No Relationship PC provide employment for disabled adults 3500 Greater Mt Airy Habitat for Humanit P O Box 6449 Mount Airy NC 27030 No Relationship PC provide housing for disadvantaged 3500 Shepherd's House 227 Rockford St Mount Airy NC 27030 No Relationship PC provide housing for homeless 2200 Young Life of Surry 639 Old Hwy 52S Mount Airy NC 27030 No Relationship PC encourage Christian values for teens 2200 Lowgap Community Center 9070 W Pine St LOWGAP NY 27024 No Relationship PC provide recreation for disadvantaged community 1000 Lowgap Public Library 9070 W Pine St Lowgap NC 27024 No Relationship PC provide reading program for disadvantaged children 500 Surry Co Sheriff Christmas Fund 218 N Main St Dobson NC 27017 No Relationship PC provide Christmas gifts to disadvantaged children 500 Hostel of the Good Shepherd P O Box 1331 Galax VA 24333 No Relationship PC provide shelter for homeless 500 James Madison University 800 S Main St Harrisonburg VA 22807 No Relationship PC scholarships 3000 Liberty University 1971 University Blvd Lynchburg VA 24515 No Relationship PC scholarships 3000 University of NC-Greensboro 1400 Spring Garden St Greensboro NC 27412 No Relationship PC scholarships 4500 Radford University 801 E Main St Radford VA 24142 No Relationship PC scholarships 4500 Emory and Henry College 30461 Garnand Dr Emory VA 24327 No Relationship PC scholarships 1500 106698 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 71466 0 0 0 0 0 0 0 0 0 0 0 14 14401 0 0 18 -43450 0 0 0 0 0 0 0 Original Issue Discount 0 14 5128 0 tax refund 0 14 308 0 0 0 0 0 0 0 0 0 0 0 47853 0 47853 false false false false false false false false false false Preparation of tax return 5600 5600 5600 0 Mutual Funds 1236817 1542504 402882 415859 407011 415859 Preparation of court accountings 5600 5600 5600 0 bank fees 78 78 78 0 court fees 20 20 20 0 directors & officers insurance premium 1516 1516 1516 0 long term capital gain distributions 14401 14401 14401 US Treasury-refund of 2022 tax paid 308 308 308 noncash- Original Issue Discount-Will Cnty Il Cmnty RFDG Bond 5128 5128 5128 Estimated tax payments for Form 990PF 1200 1200 1200 0 2023 Form 990PF tax paid 39 39 39 0