2025-06-11T09:18:40-05:00 2024-12-31 560572048 COSTELLO HILL & COMPANY LLP 1112 MAGNOLIA STREET GREENSBORO NC 274011426 990PF 2024-01-01 208833637 ANDERSON FAMILY FOUNDATION ANDE 3362821776 9 CHARLESTON SQUARE GREENSBORO NC 27408 SALLY V ANDERSON DIRECTOR AND MEMBER 3362821776 2025-05-07 1 0 LESTER F HILL P00297929 3362743281 2024 2025-03-06 01:10:19Z X 809337 X X 13 13 15617 15617 -2197 18774 0 13433 15630 0 0 0 2830 0 0 1004 1004 0 2459 2459 0 6293 3463 0 27800 27800 34093 3463 27800 -20660 12167 6148 6911 6911 532828 509947 802426 538976 516858 809337 0 0 X 705874 704416 0 0 -166898 -187558 538976 516858 538976 516858 538976 -20660 0 518316 1458 516858 ALGER SMALL CAP FOCUS FUND P 2020-11-17 2024-08-28 10000 15515 -5515 -5515 DWS EMERGING MKTS EQUITY FUND P 2018-08-17 2024-11-25 5000 5056 -56 -56 TETRA TECH INCORPORATED P 2014-07-28 2024-08-27 3544 400 3144 3144 CAPITAL GAINS DIVIDENDS P 230 230 230 -2197 169 0 169 0 169 0 0 0 0 0 0 169 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A SALLY V ANDERSON 3362821776 9 CHARLESTON SQUARE GREENSBORO NC 27408 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID C ANDERSON 9 CHARLESTON SQUARE GREENSBORO NC 27408 DIRECTOR AND MEMBER 1.00 0 0 0 SALLY VAN NOPPEN ANDERSON 9 CHARLESTON SQUARE GREENSBORO NC 27408 DIRECTOR AND MEMBER 0.10 0 0 0 LEONARD H ANDERSON 9 CHARLESTON SQUARE GREENSBORO NC 27408 DIRECTOR AND MEMBER 0.10 0 0 0 KEN S ANDERSON III 9 CHARLESTON SQUARE GREENSBORO NC 27408 DIRECTOR AND MEMBER 0.10 0 0 0 NONE 0 NONE 0 0 774783 6418 0 781201 0 0 781201 11718 769483 38474 38474 169 169 38305 0 38305 0 38305 27800 0 27800 38305 0 0 7872 1687 9559 27800 0 0 0 27800 0 9559 9559 0 0 0 0 0 946 0 0 0 X HOLY TRINITY DAY SCHOOL 607 N GREENE STREET GREENSBORO NC 27401 NONE 501(C)3 EDUCATION 3000 CHANNEL ISLANDS PARK FOUNDATION 1901 SPINNAKER DRIVE VENTURA CA 93001 NONE 501(C)3 ENVIRONMENTAL 500 CROSSNORE SCHOOL & CHILDREN'S HOME 100 DAR DR CROSSNORE NC 28616 NONE 501(C)3 COMMUNITY OUTREACH 8700 FIND THE CHILDREN 2656 29TH ST SANTA MONICA CA 90405 NONE 501(C)3 COMMUNITY OUTREACH & EDUCATION 3000 GRACE CHAPEL 4336 GRACE CHAPEL ROAD GRANITE FALLS NC 28630 NONE 501(C)3 COMMUNITY OUTREACH 2000 HANDS FOR HEARTS 6211 BROOK SHADOW LANE GREENSBORO NC 27410 NONE 501(C)3 COMMUNITY HEALTH SUPPORT 1500 HILLSBOROUGH BAPTIST CHURCH 201 W KING ST HILLSBOROUGH NC 27278 NONE 501(C)3 COMMUNITY OUTREACH 1000 JOE MARTIN ALS FOUNDATION 100 NORTH TRYON ST SUITE 3420 CHARLOTTE NC 28202 NONE 501(C)3 COMMUNITY OUTREACH 5000 SALVATION ARMY 1311 S EUGENE ST GREENSBORO NC 27406 NONE 501(C)3 COMMUNITY OUTREACH 1500 YOUNG LIFE 4713 KINGSWOOD DRIVE GREENSBORO NC 27410 NONE 501(C)3 COMMUNITY OUTREACH 1600 27800 0 14 13 14 15617 18 -2197 0 13433 0 13433 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2830 0 0 RAYMOND JAMES ACCOUNT 509947 802426 TIMING ADJUSTMENTS 1458 INVESTMENT FEES AND EXPENSES 1572 1572 0 FOREIGN TAXES WITHHELD 703 703 0 INTEREST PAID 166 166 0 PENALTIES 18 18 0 2023 EXCISE TAX 180 180 0 2022 EXCISE TAX 824 824 0