2025-03-22T10:03:50-05:00 2024-12-31 450473857 Crouch Joslyn Group PLLC 4505 Country Club Rd Ste 100 WinstonSalem NC 27104 990PF 2024-01-01 836450212 Elias H Pegram Jr Charitable Trust ELIA 3364082051 6513 Harbour Point Dr Suffolk VA 23435 Katie King Trustee 3364082051 2025-03-11 1 1 Eugene J Joslyn P00288276 3367688000 2024 2025-03-06 01:10:19Z X 1207151 X X 3884 3884 30269 30269 49784 180188 49784 83937 83937 0 0 0 1350 1350 0 12402 12402 0 1211 1211 0 14963 14963 0 75000 75000 89963 14963 75000 -6026 68974 73517 109287 109287 954576 913232 1097864 1028093 1022519 1207151 0 0 X 1028093 1022519 1028093 1022519 1028093 1022519 1028093 -6026 562 1022629 110 1022519 Merrill Lynch xx4094 LTCG 2022-06-30 2024-01-02 121499 75000 46499 46499 Merrill Lynch xx4451 LTCG 2022-06-30 2024-03-01 50155 55404 -5249 -5249 Capital Gains Dividends P 8534 8534 8534 49784 959 0 959 0 959 0 0 0 0 0 52 1011 0 0 0 0 0 0 0 0 0 0 0 1 NC 1 0 0 0 0 1 N/A Katie King 3364082051 6513 Harbour Point Dr Suffolk VA 23235 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sharon Giddens 635 Oak Valley Blvd Advance NC 27006 Trustee 1.00 0 0 0 Ira Williams 1661 Marblehead Rd Lewisville NC 27023 Trustee 1.00 0 0 0 Katie King 6513 Harbour Point Dr Suffolk VA 23235 Trustee 2.00 0 0 0 NONE 0 NONE 0 0 1137424 97691 0 1235115 0 0 1235115 18527 1216588 60829 60829 959 959 59870 0 59870 0 59870 75000 0 75000 59870 22223 0 0 75000 22223 0 0 52777 0 0 0 0 0 0 0 0 7093 0 0 0 X Second Harvest Food Bank 3655 Reed St Winston Salem NC 27104 PC Community Support 5000 Wake Forest Institute of Regenerative Medicine 391 Technolongy Way NE Winston Salem NC 27101 PC Public health 50000 Winston Salem Rescue Mission 718 N Trade St NW Winston Salem NC 27101 PC Community Support 5000 Winston Salem Christian School 3665 N Patterson Ave Winston Salem NC 27105 PC Education Support 5000 Samaritan's Purse PO Box 3000 Boone NC 28607 PC Religious Support 5000 New Philadelphia Moravian Church 4440 Country Club road Winston Salem NC 27104 PC Religious Support 5000 75000 0 14 3884 14 30269 18 49784 0 83937 0 83937 0 0 0 0 0 0 0 0 0 0 Accounting fees 1350 1350 0 500 Shrs BAC 15395 21975 500 Shrs DVN 10840 16365 55 Shrs GUKYF 157 100 200 Shrs HES 11912 26602 2427.459 CMNIX 33154 36242 930.745 Shrs MBXIX 26551 36132 1758.477 Shrs IMIDX 44564 39953 1194.125 Shrs SCIEX 15167 21052 969.494 Shrs SEMNX 16735 16103 1700 Shrs XSHD 30163 24735 600 Shrs RSP 67716 105138 825 Shrs IJR 65663 95057 2000 Shrs PFF 64447 62880 350 Shrs JHMM 19851 20906 1947.869 Shrs STYRX 20657 18310 490 Shrs XLI 36129 64562 1500 Shrs XLF 50230 72495 640 Shrs DEM 24857 25914 250 Shrs NUE 15869 29178 500 Shrs AMLP 19835 24080 2000 Shrs VRP 46378 48380 1050 Shrs SPHD 48598 50726 200 Shrs IBB 27600 26442 2700 Shrs NFJ 30581 34101 857.543 Shrs SGIIX 53115 57807 410 Shrs RSPG 29560 31308 750 Shrs DGRO 41171 46005 300.000 Shrs IND 15561 15792 440.000 Shrs EWJ 30776 29524 Non dividend distributions 110 Basis adjustment of securities 562 Asset management Fees Merrill Lynch XX4451 12402 12402 0 Foreign Taxes x4451 452 452 0 Excise taxes 759 759 0