2025-07-15T08:43:33-04:00 2024-12-31 561315531 PATE HORTON & ESS PA PO BOX 787 NASHVILLE NC 27856 990PF 2024-01-01 566044106 GRAVELY FOUNDATION INC GRAV 2524460111 PO BOX 8243 ROCKY MOUNT NC 27804 J WINSTON LEA TRUSTEE 2025-06-03 true ROBERT B GOTTSCHALK III P01595285 2524593186 2025-07-08 2024 2025-03-06 01:10:19Z X 1053543 X X 23206 23206 67457 503391 67457 90663 90663 5130 2565 2565 7667 7667 820 205 271 13888 10437 2565 44322 44322 58210 10437 46887 32453 80226 4378 5456 5456 1463 117 117 695 615 615 205130 426813 428521 612752 423870 618834 824418 856871 1053543 0 X 93508 93508 294589 294589 436321 468774 824418 856871 824418 856871 824418 32453 856871 856871 PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31 501020 435934 65086 65086 67457 65086 1115 1115 1115 615 615 500 false false false false false false false true true true false false false false true N/A IDEAL BOOKS AND PAYROLL 2528834545 2226 NOBLES MILL POND RD ROCKY MOUNT NC 27801 false false false false false false false false false false false false false false false false false false false false J WINSTON LEA 512 EVERGREEN ROAD ROCKY MOUNT NC 27803 TRUSTEE 000.00 0 0 0 JOW GRAVELY IV 6612 THREE CHOPT ROAD RICHMOND VA 23226 TRUSTEE 000.00 0 0 0 JOHN W LEA JR 1175 JEFFREYS ROAD ROCKY MOUNT NC 27802 TRUSTEE 000.00 0 0 0 NONE NONE N/A 1020780 17802 655 1039237 1039237 15589 1023648 51182 51182 1115 1115 50067 50067 50067 46887 46887 50067 44322 46887 44322 2565 47502 X EDGECOMBE COMMUNITY COLLE 225 TARBORO ST ROCKY MOUNT NC 27801 N/A PC EDUCATIONAL 7500 NASH COMMUNITY COLLEGE 522 N OLD CARRIAGE RD ROCKY MOUNT NC 27804 N/A PC EDUCATIONAL 7500 NC WESLEYAN COLLEGE 3400 N WESLEYAN BLVD ROCKY MOUNT NC 27804 N/A PC EDUCATIONAL 29322 44322 14 23206 18 67457 90663 90663 false false false false false false false false false false ACCOUNTING FEES 5130 2565 2565 ABBOT LABS 1546 4524 ALBEMARLE CORP 2840 2927 ALPHABET INC 7358 22853 AMAZON.COM 9417 21939 AMERICAN TOWER CORP REIT 5184 4585 APPLE INC 13 1252 BERKSHIRE HATHAWAY 5197 11332 BOOKING HOLDINS INC 2010 4968 BORG WARNER 3131 3179 BRISTOL MYERS SQUIBB 5666 5656 CAPITAL ONE 2479 3566 CHARLES SCHWAB CORP CISCO SYSTEMS 4990 5920 COLUMBIA OVERSEAS VALUE 25129 27119 COMCAST CORP 7334 6755 CORNING INC 5415 7128 DANAHER CORP 4720 4591 DR HORTON CO 1613 4894 DUKE ENERGY 7219 8619 DUPONT DE NEMOURS 5554 6100 ELECTRONIC ARTS 3352 3950 ELEVANCE HEALTH INC 6025 5534 EMERSON ELECTRIC CO 6661 8675 GENERAL MOTORS CO 5338 7032 INTERCONTINENTAL EXC 6664 8941 INTL FLAVORS 2034 2537 ISHARES 0 TO 3 MNTH ISHARES CORE S&P ISHARES CORE S&P MID CAP 41761 65986 ISHARES CORE S&P SMALL 7488 10946 JACOBS SOLUTIONS 6689 8017 JP MORGAN CHASE 3632 8630 LABCORP HOLDINGS INC 6987 9173 LOWES COMPANIES 484 4936 MASCO CORP 2675 3629 MATCH GROUP INC 4948 4906 MERCK & CO 5559 6466 MFS INTL INTRINSIC VALUE 29679 26830 MICROSOFT CORP 1013 14753 MONDELEZ INTL CLASS 3051 2688 NORTHRUP GRUMMAN CO 2366 3285 PEPSICO INC 7932 9124 PFIZER INC 3592 2653 ROCKWELL AUTOMATION 2389 2858 SALESFORCE COM 6033 11701 SCHWAB S&P 500 INDEX 68512 134686 SCHWAB ST US SPDR PORTFOLIO S&P 400 4186 4211 SPDR PORTFOLIO S&P 500 SPDR PORTFOLIO S&P 600 20655 23628 THERMO FISHER SCNTFC 1685 3121 UNITED HEALTH GRP 5722 5059 US BANCORP 2173 2392 VANGUARD S&P 500 VERIZON COMMUNICATIONS 8546 6398 VISA INC 2692 4741 WALMART INC 5235 9938 WALT DISNEY 6508 6681 WSDMTRE EMRG MKT 24789 26822 426813 428521 EXPENSES BANK CHARGES 15 OFFICE EXPENSE 256 BROKER FEES 7667 7667 TAXES 820 205