2024-11-25T15:09:04-05:00 2024-06-30 561928422 NORRIS STEWART & RALSTON PA PO DRAWER 1068 STATESVILLE NC 28687 990PF 2023-07-01 581528127 THE JAMES W DAVIS FOUNDATION INC JAME 7044375295 PO BOX 1068 STATESVILLE NC 28687 WILLIAM A LONG FOUNDATION MANAGER 7044375295 2024-11-20 true JANET S GOBLE P00070620 7048711995 2024-11-25 2023 2024-10-15 13:58:12Z X 8504899 X X 290781 290781 102758 1210000 393539 290781 6000 12100 6050 6050 4337 3878 459 18433 18433 40870 28361 6509 415150 415150 456020 28361 421659 -62481 262420 15954 6296 6296 2659339 764663 764663 5373354 7733940 7733940 8048647 8504899 8504899 1430 894 1430 894 X 8047217 8504005 8047217 8504005 8048647 8504899 8047217 -62481 519269 8504005 8504005 3648 3648 3648 X 220 3868 false false false true false false true true NC true false false false false true N/A WILLIAM A LONG 7044375295 125 WICKERSHAM DRIVE STATESVILLE NC 28625 false false false false false false false false false false false false false false false false false false false false JOHN N GILBERT 638 S MEETING STREET STATESVILLE NC 28677 VICE CHAIRMA 000.00 0 0 0 DR MARGARET WILLHIDE 127 COLUMBINE DRIVE STATESVILLE NC 28625 SECRETARY 000.00 0 0 0 WILLIAM A LONG 125 WICKERSHAM DRIVE STATESVILLE NC 28625 FOUNDATION M 000.00 6000 0 0 DR RALPH BENTLEY 332 NORTH CENTER STREET STATESVILLE NC 28677 CHAIRMAN 000.00 0 0 0 NATE MCELWEE 404 W END AVENUE STATESVILLE NC 28677 DIRECTOR 000.00 0 0 0 W SLOAN GOFORTH 948 SHERWOOD LN STATESVILLE NC 28677 DIRECTOR 000.00 0 0 0 THOM KINCAID 1567 JENNINGS RD STATESVILLE NC 28625 DIRECTOR 000.00 0 0 0 SCARLETT CHAPMAN 212 CELESTE ESTATES RD STATESVILLE NC 28677 DIRECTOR 000.00 0 0 0 WILLIAM A LONG JR 125 WICKERSHAM DRIVE STATESVILLE NC 28625 DIRECTOR 000.00 0 0 0 NONE NONE DONATION TO GARDNER WEBB UNIVERSITY FOR SCHOOL OF NURSING 160000 DONATION TO MITCHELL COMMUNITY COLLEGE FOR SCHOOL OF NURSING 160000 DONATION TO FIFTH STREET MINISTRIES 30000 DONATION TO POWER CROSS 30000 N/A 8464925 25002 0 8489927 8489927 127349 8362578 418129 418129 3648 3648 414481 414481 414481 421659 421659 414481 2879 2879 421659 414481 7178 10057 0 10057 2879 7178 X GARDNER WEBB UNIVERSITY PO BOX 997 BOILING SPRINGS NC 28017 NONE PUBLIC NURSING EDUCATION 160000 MITCHELL COMMUNITY COLLEGE 500 WEST BROAD ST STATESVILLE NC 28677 NONE PUBLIC NURSING EDUCATION 160000 BOYS AND GIRLS CLUB 1415 SHELTON AVENUE STATESVILLE NC 28677 NONE PUBLIC HELP NEEDY CHILDREN 15000 FIFTH STREET MINISTRIES PO BOX 5217 STATESVILLE NC 28687 NONE PUBLIC HELP NEEDY 30000 IREDELL CHRISTIAN MINISTRIES PO BOX 86 STATESVILLE NC 28687 NONE PUBLIC HELP NEEDY 15000 POWER CROSS 1133 WEST FRONT STREET STATESVILLE NC 28677 NONE PUBLIC PROVIDES PROGRAMS FOR TEENS 30000 PURPLE HEART HOMES 755 WASHINGTON AVE STATESVILLE NC 28677 NONE PUBLIC PROVIDE HOUSING SOLUTIONS FOR VETS 5000 FIRST TEE CHARLOTTE 2661 REVOLUTION PK DR CHARLOTTE NC 28208 NONE PUBLIC INTRODUCE THE GAME OF GOLF TO YOUTH 150 415150 14 290781 102758 290781 102758 393539 false false false false false false false false false false INDIRECT ACCOUNTING FEES 12100 6050 6050 GOLDMAN SACHS TR FINL SQUARE TREAS 2022-07 PURCHASE 2024-05 60000 60000 GOLDMAN SACHS TR FINL SQUARE TREAS 2024-01 PURCHASE 2024-05 250000 250000 VANGUARD FIXED INCOME SECS FD INC ST 2022-07 PURCHASE 2024-05 500000 495584 4416 VANGUARD FUNDS DIVIDEND GRWOTH FUND PURCHASE 2024-05 200000 116667 83333 VANGUARD FUNDS EQUITY INCOME FUND 2022-07 PURCHASE 2024-05 200000 184991 15009 BERKSHIRE HATHAWAY INC CL A 612241 612241 YACKTMAN FUND 689025 689025 HARRIS ASSOC INVT TR OAKMARK FD VANGUARD SPECIALIZED PORTFOLIOS VANGUARD INDEX FUNDS NATIXIS FUNDS TR II LOOMIS SAYLES 176446 176446 BARON INVESTMENT FUNDS TRUST GROWTH 238137 238137 JP MORGAN MID CAP VALUE FUND 227973 227973 FEDERATED HERMES KAUFMANN SMALL CAP 215827 215827 CREDIT SUISSE HIGH INCOME FUND 225817 225817 DODGE & COX INCOME FUND 869375 869375 VANGUARD DEVELOPED MARKETS INDEX FD 403267 403267 BERKSHIRE HATHAWAY INC SERIES B 280692 280692 FPA FDS TR NEW INCOME FD INSTITUTION 399180 399180 MFS SER TR II GROWTH FD CL I 209789 209789 OAKMARK FUND INSTITUTIONAL CLASS 769808 769808 VANGUARD FIXED INCOME SECS FD INC 364749 364749 VANGUARD INDEX TR MID CAP INDEX FD 232077 232077 VANGUARD FUNDS VANGUARD TOTAL STK MK 931933 931933 VANGUARD FUNDS DIVIDEND GROWTH FUND 416238 416238 VANGUARD FUNDS EQUITY INCOME FUND AD 471366 471366 EXPENSES INVESTMENT FEES 16898 16898 OFFICE AND MISCELLANEOUS EXPE 1326 1326 PENALTIES 209 209 UNREALIZED GAIN 519269 EXCISE TAX 3878 3878 PAYROLL TAX 459 459