2025-10-10T14:06:05-04:00 2024-12-31 200210772 DAVIS GROUP PA CPAS 650 STATESVILLE BLVD STE 3 SALISBURY NC 28144 990PF 2024-01-01 566047503 COLONIAL FOUNDATION INC COLO 7046338248 228 SUDLEY CIRCLE SALISBURY NC 28144 JOHN LIPE DIRECTOR 7046338248 2025-10-10 true GARY L DAVIS P00013178 7046361040 2025-10-10 2024 2025-03-06 01:10:19Z X 94053 X X 17 17 17 2907 2907 2907 3717 11735 3500 6641 6424 2924 550 550 550 255 255 255 602 602 602 1407 1407 1407 0 2000 2000 3407 1407 1407 2000 3234 5017 1517 2180 1093 1093 61289 65610 92960 63469 66703 94053 0 X 63469 66703 63469 66703 63469 66703 63469 3234 66703 66703 3500 70 70 70 70 false false false false false false true true NC true true false false false true N/A JOHN LIPE 7046338248 228 SUDLEY CIRCLE SALISBURY NC 28144 false false false false false false false false false false false false false false false false false false false false JOHN LIPE 228 SUDLEY CIRCLE SALISBURY NC 28144 DIRECTOR 000.00 0 0 0 NONE NONE FOUNDATION SUPPORTS CHARITABLE ACTIVITIES OF ROWAN COUNTY AND SURROUNDING AREA 2000 N/A 74445 1639 0 76084 76084 1141 74943 3747 X 2000 2000 2000 2000 2000 X 0 0 2000 2300 3300 3300 10900 2000 2300 3300 3300 10900 2498 2403 2718 2548 10167 JOHN LIPE 228 SUDLEY CIRCLE SALISBURY NC 28144 7046338248 N/A VERBAL REQUESTS END OF YEAR NO RESTRICTIONS SALISBURY ACADEMY 2210 STATESVLLE BLVD SALISBURY NC 28144 NONE 501(C)(3) ASSIST WITH OPERATING EXPENSES 500 TRININTY LUTHERAN CHURCH 108 WEST RICE STREET LANDIS NC 28088 NONE 501(C)(3) ASSIST WITH OPERATING EXPENSES 1500 2000 14 17 14 2907 3717 2924 3717 6641 false false false false false false false false false false TAX PREPARATION FEES 550 550 550 PIMCO COMMODITY REAL RETURN PURCHASE 2024-07 27 28 -1 BARON INVT FUNDS TRUST SMALL CAP FUN PURCHASE 2024-07 1291 1051 240 BARON SELECT FUNDS EMERGING MARKETS 2023-02 PURCHASE 2024-07 425 388 37 NYLI WINSLOW LARGE CAP GROWTH FUND 2022-04 PURCHASE 2024-12 737 661 76 PIMCO COMMODITY REAL RETURN PURCHASE 2024-07 1521 2136 -615 T ROWE PRICE INTL FD OVERSEAS STK FD PURCHASE 2024-04 2000 1585 415 VICTORY SYCAMORE SMALL CO OPPTY FD 2017-09 PURCHASE 2024-07 1092 959 133 VIRTUS ASSET TR CEREDEX MID CAP VALU PURCHASE 2024-07 1142 1210 -68 CENTURY LINK - 156 S 363 828 DUKE ENERGY - 133 S 1223 14329 ENBRIDGE 882 8316 MUTUAL FUND 60948 61664 DOMINION ENERGY - 133 S 2000 7163 UNITI 147 660 WINDSTREAM - 233 S 47 EXPENSES ADVISORY FEES 602 602 602 THE TAXPAYER WAS IN THE AREA AFFECTED BY HURRICANE HELENE. WE HAVE FILED THIS RETURN AS SOON AS INFORMATION WAS AVAILABLE TO FILE A COMPLETE AND ACCURATE RETURN. FOREIGN TAXES 216 216 216 FEDERAL INCOME TAXES 39 39 39