2025-09-25T18:20:58-07:00 2024-12-31 561920077 STEVEN W WORRELL CPA PA PO BOX 10375 GREENSBORO NC 27404 990PF 2024-01-01 581745901 Joan and Louis Bates Family Foundation JOAN 3364200635 5431 Dunedin Lane Charlotte NC 28270 Laurence A Bates Vice-President/Secretary 3364200635 2025-09-25 true true Steve Worrell P01272838 3362979406 2025-09-25 X 2024 2025-03-06 01:10:19Z X X 763917 X 0 X 20987 20987 36981 161397 36996 0 0 57968 57983 0 0 0 339 339 0 7018 7018 7357 7357 0 26636 26640 33993 7357 26640 23975 50626 12298 13678 13678 31950 37380 37380 0 0 356718 311322 491960 157834 176103 178615 0 40486 42284 0 0 0 0 558800 578969 763917 0 0 0 0 0 X 558800 578969 558800 578969 558800 578969 558800 23975 582775 3806 578969 161412 0 124416 36996 0 0 0 36996 36996 704 0 704 0 704 0 X 10 714 0 false false false false false false false true true true false false false false true N/A Laurence A Bates 3364200635 5431 Dunedin Lane Charlotte NC 282701819 false false false false false false false false false false false false false false false false false false false false false Laurence A Bates 5431 DunedIn Lane Charlotte NC 28270 Vice-President/Secretary 0.00 0 0 0 Joan W Bates 5744 Vintage Oaks Circle Delray Beach FL 33484 President/Treasurer 0.00 0 0 0 NONE 0 NONE 0 N/A 0 613706 47653 0 661359 0 661359 9920 651439 32572 32572 704 704 31868 31868 31868 26640 26640 31868 33233 0 4201 1638 3990 0 9829 26640 0 26640 36469 0 0 33233 31868 0 36469 4201 1638 3990 0 26640 X Alzheimers Association - Western Carolina 225 N Michigan Ave Floor 17 Chicago IL 60601 PC Program Support 1000 American Friends of Magen David Adom 6505 Wilshire Blvd Suite 650 Los Angeles CA 90048 PC Program Support 1000 Beth David Synagogue 800 Winview Drive Greensboro NC 27410 PC Program Support 681 Birthright Israel Foundation 711 3rd Avenue 10th Floor New York NY 10017 PC Program Support 0 Boca Raton Reg Hospital Found 800 Meadows Road Boca Raton FL 33486 PC Program Support 5000 Chabad of Greensboro 5203 W Friendly Avenue Greensboro NC 27410 PC Program Support 5768 Community Homes for Adults 11615 Forest Central DrSte 100 Dallas TX 75243 PC Program Support 0 Dallas Holocaust MuseumCtr 211 N Record St Suite 100 Dallas TX 75202 PC Program Support 0 Jewish Fed of S Palm Beach Cty 5744 Vintage Oaks Circle Delray Beach FL 33484 PC Program Support 5150 Jewish Services of Greater Dallas 5402 Arapaho Road Dallas TX 75248 PC Program Support 0 NC Hillel 210 W Cameron Avenue Chapel Hill NC 27516 PC Program Support 1023 Nat'l Council of Jewish Women 16910 Dallas Pkwy Ste 104 Dallas TX 75248 PC Program Support 0 North Texas Food Bank 3677 Mapleshade Lane Plano TX 75075 PC Program Support 0 StandWithUs PO Box 341069 Los Angeles CA 90034 PC Program Support 1000 Temple Emanuel 1129 Jefferson Road Greensboro NC 27410 PC Program Support 670 Temple Israel 4901 Providence Road Charlotte NC 28226 PC Program Support 697 The Miami Project to Cure Paralysis 1095 NW 14th Terrace Miami FL 33136 PC Program Support 0 US Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 20024 PC Program Support 1029 George Snow Scholarship Fund 201 Plaza Real 260 Boca Raton FL 33432 PC Program Support 0 Congregation of Temple Sinai 500 Swift St South Burlington VT 05403 PC Program Support 0 Friends of the IDF PO Box 4224 New York NY 10163 PC Program Support 1000 The Buoniconti Fund 1095 NW 14th Terrace Miami FL 33136 PC Program Support 0 Anti-Defamation League 605 Third Avenue New York NY 10158 PC Program Support 1087 Birthright Israel Foundation PO Box 21615 New York NY 10087 PC Program Support 1031 Grimsley High School 801 N Josephine Boyd St Greensboro NC 27408 PC Program Support 500 26636 14 20987 18 36981 36981 57968 36981 94949 13 Program Support of designated organizations false false false false false false false false false false Steven W Worrell,CPA,PA Tax Preparation 0 J&LBFF Grove Bank Acct 2230 Box A 2024-12 69584 61701 7883 J&LBFF Grove Bank Acct 2230 Box D 2024-12 91813 62715 29098 Total US Corporate High Yield 33018 35870 Total US Corporate-Short/Intmd 143085 142745 Total Large Cap Equities 109478 240134 Total Mid Cap Equities 45289 66093 Total Small Cap Equities 49875 66684 Total International Developd 50419 60203 Total International Emerging 56261 58846 Total Alternative Commodities 0 0 Total Private Placement Real Estate 0 0 ALTERNATIVES 40486 42284 Misc asset adjustment 3806 Investment Mgmt Fees 7018 7018 Misc Income Carutthers & Roth Legal Services 0 Foreign Taxes Paid 339 339