2025-11-10T13:18:44-08:00 2024-12-31 NC Tropical Storm Debby (EM-3608-NC) 832891693 MILLER MCNEISH & BREEDLOVE PLLC 309 S LAUREL AVE CHARLOTTE NC 28207 990PF 2024-01-01 581596729 The Shelton Foundation SHEL 7045991010 PO Box 19149 Charlotte NC 28219 Amanda Houser President 2025-11-10 true true Lacy Pollack P01943589 7043768415 2024 2025-03-06 01:10:19Z X 1998612 X 176602 52263 52263 1251810 2341157 1251810 15090 1480675 1304073 15090 2220 2220 4267 4267 5704 5704 42 42 12233 12233 0 781000 781000 793233 12233 781000 687442 1291840 15090 6624 877 877 818870 1511992 1558376 475522 439359 439359 1301016 1952228 1998612 1010 1010 X 162954 125715 1138062 1825503 1301016 1951218 1301016 1952228 1301016 687442 1988458 37240 1951218 JP Morgan 1006 - LT Covered P 2023-01-01 2024-12-31 279233 71574 207659 207659 JP Morgan 1006 - LT Noncovered P 2023-01-01 2024-12-31 494653 77527 417126 417126 JP Morgan 9000 - ST Covered P 2024-01-01 2024-12-31 374607 359517 15090 15090 JP Morgan 9000 - LT Covered P 2023-01-01 2024-12-31 1189985 580729 609256 609256 JP Morgan 9000 - Capital Gain Dist. P 2023-01-01 2024-12-31 2679 2679 2679 1251810 15090 17957 17957 17957 700 700 17257 0 false false false false false false false true true NC true false false false false true N/A Amanda Houser 7045991010 PO Box 19149 Charlotte NC 28219 false false false false false false false false false false false false false false false false false false false false false false Amanda S Houser PO Box 19149 Charlotte NC 28219 President 0.00 0 William T Houser PO Box 19149 Charlotte NC 28219 Vice President 0.00 0 Charles M Shelton Jr PO Box 19149 Charlotte NC 28219 Vice President 0.00 0 Sandra G Shelton PO Box 19149 Charlotte NC 28219 Vice President 0.00 0 NONE NONE 1044152 553086 475522 2072760 0 2072760 31091 2041669 102083 102083 17957 17957 84126 84126 84126 781000 781000 84126 654099 654099 781000 0 84126 696874 1350973 0 1350973 654099 696874 Sandra G Shelton X The Children's Center 520 North Main Street Dobson NC 27017 Exempt Community Support 4000 Atrium Health Foundation 208 East Blvd Charlotte NC 28203 Exempt Community Support 750000 Southminster Community Fund 8919 Park Road Charlotte NC 28210 Exempt Community Support 25000 Give a Kid a Christmas PO Box 79104 Charlotte NC 28271 Exempt Community Support 2000 781000 14 52263 1251810 52263 1251810 1304073 false false false false false false false false false false X X 1 Sandra G Shelton PO Box 19149 Charlotte NC 28219 253026 X 2 Charles M Shelton Jr PO Box 19149 Charlotte NC 28219 247614 X 3 Amanda Shelton Houser PO Box 19149 Charlotte NC 28219 247614 X 4 The Shelton Companies LLC PO Box 19149 Charlotte NC 28219 27500 X 1 Nucor Stock 253026 2 Bank of America Stock 247614 3 Bank of America Stock 247614 Tax Preparation Fees 2220 2220 0 0 Life Insurance Cash Surrender Value 475522 439359 439359 Decrease in CSV - Lincoln National Life Insurance 36163 Decrease in Equity 67 Increase in accounts payable 1010 Bank Charges 42 42 Brown Brothers Harriman - 7141 1582 1582 0 0 JP Morgan - 9000 2685 2685 0 0 Federal Taxes 5000 5000 Foreign Taxes 704 704