2024-05-15T14:26:52-05:00 2023-06-30 561220683 POTTER & COMPANY PA 114 N CHURCH STREET MONROE NC 28112 990PF 2022-07-01 456596303 JAMES BENJAMIN AND AGNES M LILES CHARITABLE TRUST JAME 8035173298 179 PAYNE LANE LEXINGTON SC 29072 CRAIG CLONTS TRUSTEE 8035173298 2024-05-15 1 CRAIG CLONTS 999009999 0 RAMONA E HENEGAR CPA P00845931 7042838189 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2793259 X X 1426 1426 60812 60812 24385 237397 24385 591 591 87214 87214 25000 12500 12500 3855 1928 1927 3515 534 0 71 0 0 32441 14962 14427 139500 139500 171941 14962 153927 -84727 72252 87602 17588 17588 50 2328 50 50 1205 3953 3953 2228622 2213439 2771668 2319757 2235030 2793259 0 0 X 0 0 0 0 2319757 2235030 2319757 2235030 2319757 2235030 2319757 -84727 0 2235030 0 2235030 INTL GRW INC A P 2021-12-30 2022-08-24 30000 39858 -9858 -9858 IOVANCE BIOTHERAPEUTICS P 2022-05-27 2022-08-03 11678 7294 4384 4384 AVEO PHARM INC P 2021-03-26 2022-10-18 14318 7697 6621 6621 ORGANON & CO P 2016-01-29 2022-09-29 4602 5441 -839 -839 SKYWORKS SOLUTIONS INC P 2021-05-14 2022-11-21 18095 33711 -15616 -15616 UWHARRIE CAP CORP P 2018-07-11 2022-11-23 4 3 1 1 WARNER BROTHERS DISCV A P 2012-11-13 2022-08-02 3362 7494 -4132 -4132 EASTMAN CHEMICAL CO P 2022-08-25 2023-06-20 19703 25092 -5389 -5389 NEW FORTRESS ENERGY P 2022-05-27 2023-03-10 6281 9593 -3312 -3312 TARGET CORP P 2022-08-25 2023-06-20 19085 24992 -5907 -5907 WILLIAMS COS INC P 2022-03-30 2023-03-10 3543 4286 -743 -743 DESKTOP METAL INC P 2022-05-27 2023-05-30 3373 4347 -974 -974 WALT DISNEY CO P 2022-05-27 2023-06-20 8761 11135 -2374 -2374 LOWES COMPANIES INC P 2020-03-17 2023-06-20 15883 5449 10434 10434 WESTROCK CO P 2019-12-12 2023-06-20 14040 21012 -6972 -6972 EATON CORP PLC P 2018-10-23 2023-06-20 18828 5608 13220 13220 CAPITAL GAINS DIVIDENDS P 45841 45841 45841 24385 1004 0 1004 0 1004 3000 0 1000 0 4000 18 2978 2978 0 0 0 0 0 0 0 0 0 0 0 0 1 NC 1 0 0 0 0 1 N/A CRAIG CLONTS 8035173298 179 PAYNE LANE LEXINGTON SC 29072 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HARRINGTON LAW FIRM POST OFFICE BOX 1003 MONROE NC 28111 TRUSTEE 2.00 12500 0 0 CRAIG CLONTS 179 PAYNE LANE LEXINGTON SC 29072 TRUSTEE 2.00 12500 0 0 NONE 0 NONE 0 0 2720995 56866 0 2777861 0 0 2777861 41668 2736193 136810 136810 1004 1004 135806 0 135806 0 135806 153927 0 153927 135806 133406 0 0 153927 133406 0 0 20521 0 0 0 0 0 0 0 0 115285 0 0 0 CRAIG CLONTS 179 PAYNE LANE LEXINGTON SC 29072 8035173298 THE LILES CHARITABLE TRUST HAS A STANDARD SCHOLARSHIP APPLICATION THAT INCLUDES SUCH ITEMS AS MAJOR, PROFESSIONAL GOALS AND OBJECTIVES, HONORS AND AWARDS,AND EXTRACURRICULAR ACTIVITIES. THREE REFERENCES ARE REQUIRED AS WELL AS PROOF OF COLLEGE ACCEPTANCE OR CURRENT STUDENT ENROLLMENT. NONE NONE ANDERSON UNIVERSITY 316 BOULEVARD ANDERSON SC 29621 PRIVATE UNIVERSITY SCHOLARSHIP 7500 APPALACHIAN STATE UNIVERSITY 287 RIVERS STREET BOONE NC 28608 PUBLIC UNIVERSITY SCHOLARSHIP 6000 CHARLESTON SOUTHERN UNIVERSITY 9200 UNIVERSITY BLVD CHARLESTON SC 29406 PRIVATE UNIVERSITY SCHOLARSHIP 15000 CLEMSON UNIVERSITY 105 SIKES HALL BOX 345124 CLEMSON SC 29634 PUBLIC UNIVERSITY SCHOLARSHIP 7500 NC STATE UNIVERSITY CAMPUS BOX 7302 RALEIGH NC 27695 PUBLIC UNIVERSITY SCHOLARSHIP 7500 UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL JACKSON HALL CAMPUS BOX 2200 CHAPEL HILL NC 27599 PUBLIC UNIVERSITY SCHOLARSHIP 15000 UNIVERSITY OF SOUTH CAROLINA 1714 COLLEGE STREET COLUMBIA SC 29208 PUBLIC UNIVERSITY SCHOLARSHIP 52500 WASHINGTON & LEE UNIVERSITY 204 W WASHINGTON STREET LEXINGTON VA 24450 PRIVATE UNIVERSITY SCHOLARSHIP 7500 WASHINGTON UNIVERSITY IN ST LOUIS 1 BROOKINGS DRIVE ST LOUIS MO 63130 PRIVATE UNIVERSITY SCHOLARSHIP 7500 HIGH POINT UNIVERSITY 1 N UNIVERSITY PARKWAY HIGH POINT NC 27262 PRIVATE UNIVERSITY SCHOLARSHIP 6000 UNIVERSITY OF SOUTH CAROLINA - LANCASTER 476 HUBBARD DRIVE LANCASTER SC 29720 PUBLIC UNIVERISTY SCHOLARSHIP 7500 139500 0 14 1426 14 60812 18 591 18 24385 0 87214 0 87214 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 3855 1928 1927 SECURITIES HELD FOR INVESTMENTS AT COST 2213439 2771668 PENALTIES 71 0 0 INVESTMENT INCOME - SETTLEMENT 436 436 436 INVESTMENT INCOME - BASIS ADJUSTMENT 155 155 155 PRIOR YEAR TAXES DUE (TAX ON INVESTMENT INCOME) 2981 0 0 FOREIGN TAXES 534 534 0