2025-11-11T13:59:29-06:00 2025-06-30 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990PF 2024-07-01 566093697 HERSCHEL H AND CORNELIA N EVERETT FOUNDATION C/O PIEDMONT TRUST COMPANY HERS 3362745471 PO BOX 20124 GREENSBORO NC 27420 JOHN IGHARAS TRUSTEE 3362745471 2025-11-10 1 1 ELIZABETH MAUCH P01988953 9199428700 2024 2025-03-06 01:10:19Z X 4627256 X X 13388 13388 73211 75034 471171 7364153 471171 557770 559593 29989 0 29989 14488 14488 0 2598 0 0 47075 14488 29989 211018 211018 258093 14488 241007 299677 545105 9258 756684 756684 313181 0 0 199925 0 0 3559647 3625004 3870572 4082011 4381688 4627256 0 0 X 4082011 4381688 0 0 0 0 4082011 4381688 4082011 4381688 4082011 299677 0 4381688 0 4381688 BAIRD - SHORT TERM 1010864 1009797 1067 1067 BAIRD - LONG TERM 3030798 2717631 313167 313167 NORTHERN TRUST - SHORT TERM 2006039 2117357 -111318 -111318 NORTHERN TRUST - LONG TERM 1180186 1048197 131989 131989 CAPITAL GAINS DIVIDENDS P 136266 136266 136266 471171 7577 0 7577 0 7577 1280 0 0 0 1280 0 6297 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A PIEDMONT TRUST COMPANY 3362745471 800 GREEN VALLEY RD STE 203 GREENSBORO NC 27408 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PIEDMONT TRUST COMPANY 800 GREEN VALLEY ROAD SUITE 203 GREENSBORO NC 27420 TRUSTEE 2.00 29989 0 0 PAUL WYCHE 800 GREEN VALLEY ROAD SUITE 203 GREENSBORO NC 27420 ADVISOR 1.00 0 0 0 MARY MELTON 2469 BAGWELL LANE DENVER NC 28037 TRUSTEE 0.50 0 0 0 PAUL H BELK 223 BEECHTREE CIRCLE MOUNT AIRY NC 270309275 TRUSTEE 0.50 0 0 0 JAMES H BELK 115 CATAWBA COVE LANE BELMONT NC 28012 TRUSTEE 0.50 0 0 0 THOMAS E BELK 401 BERKENHEAD LAND MATTHEWS NC 281052513 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 0 395090 4288683 4683773 0 0 4683773 70257 4613516 230676 230676 7577 7577 223099 0 223099 0 223099 241007 0 241007 223099 192835 0 0 241007 192835 0 0 48172 0 0 0 0 0 0 0 0 174927 0 0 0 X UNION PRESBYTERIAN SEMINARY 3401 BROOK ROAD RICHMOND VA 23227 NONE PC GENERAL OPERATING SUPPORT 20000 QUEENS UNIVERSITY OF CHARLOTTE 1900 SELWYN AVENUE CHAROLOTTE NC 28274 NONE PC GENERAL OPERATING SUPPORT 62009 PRESBYTERIAN HOMES AT CHARLOTTE INC 5100 SHARON ROAD CHAROLOTTE NC 28210 NONE PC GENEARL OPERATING SUPPORT 2000 IMPACT ABUSE PREVENTION SERVICES 5922 BAYSWATER LANE CHARLOTTE NC 28212 NONE PC GENERAL OPERATING SUPPORT 11003 GORDON CONWELL THEOLOGICAL SEMINARY INC 14541 CHOATE CIRCLE CHARLOTTE NC 28273 NONE PC GENERAL OPERATING SUPPORT 24000 BROOKSTONE SCHOOLS OF MECKLENBURG COUNTY PO BOX 30696 CHARLOTTE NC 28230 NONE PC GENERAL OPERATING SUPPORT 25000 BELOVED ASHVILLE PO BOX 6386 ASHEVILLE NC 28816 NONE PC GENERAL OPERATING SUPPORT 11003 ALLEGRO ORGANIZATIONAL SOLUTIONS INC 8401 BURNT UMBER DRIVE CHARLOTTE NC 28215 NONE PC GENERAL OPERATING SUPPORT-QCITY MOVEMENTS 9003 FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BOULEVARD CHARLOTTE NC 28223 NONE PC SUPPORT OF THE HERSCHEL AND CORNELIA EVERETT FOUNDATION GRADUATE FELLOWSHIP 45000 COVENANT COLLEGE 14049 SCENIC HIGHWAY LOOKOUT MOUNTAIN GA 30750 NONE PC GENERAL OPERATING SUPPORT 2000 211018 0 14 13388 14 73211 18 471171 0 557770 0 557770 0 0 0 0 0 0 0 0 0 0 STOCK INVESTMENT FUNDS AT COST 2646045 2853783 BOND INVESTMENT FUNDS AT COST 503959 510483 ALTERNATIVE ASSETS AT COST 475000 506306 BAIRD FINANCIAL ADVISORS 14488 14488 0 EXCISE TAXES 2598 0 0