2025-09-23T16:22:41-07:00 2024-12-31 832511064 SCOTT SNIDER CPA PA 530 E Innes Street Salisbury NC 28144 990PF 2024-01-01 203969051 ROBERT L MAULDIN CHARITABLE TRUST ROBE 7042020112 385 WINTERLOCKEN ROAD SALISBURY NC 28144 ROBERT M MAULDIN TRUSTEE 7042020112 2025-05-02 true true Scott Snider P00283932 7046385822 2025-09-23 2024 2025-03-06 01:10:19Z X 363666 X X 46 5743 5594 0 0 5789 5594 0 825 0 0 0 0 825 0 0 11450 0 12275 0 0 -6486 5594 9577 16826 16826 4361 0 0 233220 233987 346840 0 0 0 0 0 0 247158 250813 363666 0 0 0 0 0 X 247158 250813 247158 250813 247158 250813 247158 -6486 10141 250813 250813 LPL FINANCIAL FORM 1099 CG DISTRIBUTION P 2012-07-01 2024-12-31 2321 0 0 2321 0 0 0 2321 MAC E/MKT I P 2012-07-01 2024-08-28 2500 0 1518 982 0 0 0 982 ISHS MSCI USA ETF P 2020-05-05 2024-08-28 2647 0 1360 1287 0 0 0 1287 VNGRD INFO TECH P 2012-06-25 2024-08-28 1138 0 134 1004 0 0 0 1004 5594 78 0 78 0 78 0 0 0 78 0 false false false false false false false true true NC true true false false false true N/A MARK MAULDIN 7042020112 385 WINTERLOCKEN RD SALISBURY NC 28144 false false false false false false false false false false false false false false false false false false false false false false MARK M MAULDIN 385 WINTERLOCKEN RD SALISBURY NC 28144 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 FAITHFUL FRIENDS-SALISBURY, NC 1000 SPENCER CAL RIPKIN LITTLE LEAGUE-SPENCER, NC 2000 SACRED HEART CATHOLIC CHURCH - SALISBURY, NC 3000 CALVARY LUTHERAN CHURCH - SPENCER, NC 3000 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 4500 12000 0 16500 0 0 16500 0 0 0 0 0 16500 0 4500 12000 0 0 X 0 0 0 0 0 4500 4500 0 0 0 4500 4500 368510 368510 368510 368510 X SPENCER CAL RIPKIN LITTLE LEAGUE 8TH STREET PARK SPENCER NC 28159 PC OPPORTUNITY FORCHILDREN IN SPORTS 2000 SACRED HEART CATHOLIC CHURCH 375 LUMEN CHRISTI LANE SALISBURY NC 28147 PC EDUCATION 3000 FAITHFUL FRIENDS ANIMAL SHELTER 220 GRACE CHURCH ROAD SALISBURY NC 28147 PC PROVIDE SUPPORTFOR ANIMALS AWAITING ADOPTION 1500 CALVARY EVANGELICAL LUTHERAN CHURCH 303 5TH ST SPENCER NC 28159 PC EDUCATION 3000 NORTH ROWAN HIGH SCHOOL BOOSTER CLUB 300 N WHITEHEAD SPENCER NC 28159 PC EDUCATION 450 ST JOHNS LUTHERAN CHURCH 200 WEST INNES ST SALISBURY NC 28144 PC EDUCATION 1500 11450 5743 5743 5743 3 Supporting activities that allow growth and opportunities for 3 children and adults that they would not otherwise have. 4 Supporting activities that allow growth and opportunities for 4 children and adults that they would not otherwise have. false false false false false false false false false false CALAMOS COVERTIBLE CL I MUTUAL FUND 10853 10731 SELECT SECTOR CONSUMER DISCRETIONARY MUTUAL FUND 6430 20865 FIDELITY ADVISOR GROWTH OPPTYS MUTUAL FUND 4292 7933 GATEWAY CL Y MUTUAL FUND 9870 14952 SELECT SECTOR INDUSTRIAL MUTUAL FUND 8248 18315 ISHARES MSCI USA QUALITY FACTOR MUTUAL FUND 19110 29917 JPMORGAN CORE BOND FUND MUTUAL FUND 29781 26376 ISHARES 0-5 YEAR TIPS BOND MUTUAL FUND 12707 12474 MACQUARIE EMERGING MKTS INSTL MUTUAL FUND 6988 6946 MACQUARIE ITL CORE EQUITY MUTUAL FUND 15326 16892 MACQUARIE SCIENCE & TECH MUTUAL FUND 14233 15114 NEUBERGER BERMAN LONG SHORT INSTL MUTUAL FUND 7885 10461 SELECT SECTOR CONSUMER STAPLES MUTUAL FUND 5654 12420 SELECT SECTOR ENERGY MUTUAL FUND 5528 11478 SELECT SECTOR FINANCIAL MUTUAL FUND 16086 25373 SELECT SECTOR HEALTHCARE MUTUAL FUND 4918 14307 SELECT SECTOR MATERIALS MUTUAL FUND 6319 8498 SPDR S&P REGIONAL BANKING MUTUAL FUND 6839 10199 VANGUARD DIVIDEND APPRECIATION MUTUAL FUND 7170 11554 VANGUARD INFORMATION TECH MUTUAL FUND 7963 33577 VANGUARD MIDCAP ETF MUTUAL FUND 9276 9773 VANGUARD SHORT-TERM CORP BOND MUTUAL FUND 11418 11077 WILLIAM BLAIR SMALL MID CAP GROWTH MUTUAL FUND 7093 7608 INVESTMENT ACCOUNT REINVESTMENTS 10141