2025-09-05T13:22:10-04:00 2024-12-31 Hurricane Helene September 25 2024 923854055 Thomas Tax Dynamics LLC PO Box 636 Thomasville NC 27361 990PF 2024-01-01 843947202 Acts 2035 Foundation % Cecil Little ACTS 3362994500 7622 Bentley Rd Greensboro NC 27409 CECIL LITTLE President 3362994500 2025-08-06 true true KEITH J BERRY EA P01216904 3364389142 2025-09-05 X 2024 2025-03-06 01:10:19Z X 3044296 X X 64911 64911 64911 -5000 421424 59911 64911 64911 1775 1775 1775 7513 7513 7513 1302 1302 1302 10590 10590 10590 0 150500 150500 161090 10590 10590 150500 -101179 54321 54321 178229 37925 37925 2560939 3006371 3006371 2739168 3044296 3044296 0 0 X 2739168 3044296 2739168 3044296 2739168 3044296 2739168 -101179 406959 3044948 652 3044296 Old North State Trust 0627 21429 21429 21429 Publicly Traded Securities LT P 339137 363424 -24287 -24287 Publicly Traded Securities ST P 60858 63000 -2142 -2142 -5000 -2142 755 0 755 0 755 755 false false false false false false false true true NC true true false false false true Sean Jones 3362994500 7622 Bentley Rd Greensboro NC 27409 false false false false false false false false false false false false false false false false false false false false false false Cecil Little 7622 Bentley Rd Greensboro NC 27409 President 5.00 0 0 0 Chad Hockaday 7622 Bentley Rd Greensboro NC 27409 Vice President 5.00 0 0 0 Sean Jones 7622 Bentley Rd Greensboro NC 27409 Treasurer 2.00 0 0 0 Caitlyn Stogner 7622 Bentley Rd Greensboro NC 27409 Secretary 2.00 0 0 0 Patricia Little 7622 Bentley Rd Greensboro NC 27409 Board of Directors 2.00 0 0 0 Chelsea Hockaday 7622 Bentley Rd Greensboro NC 27409 Board of Directors 2.00 0 0 0 Amy Rush 7622 Bentley Rd Greensboro NC 27409 Board of Directors 5.00 0 0 0 Ken Rush 7622 Bentley Rd Greensboro NC 27409 Board of Directors 2.00 0 0 0 Bryce Rush 7622 Bentley Rd Greensboro NC 27409 Board of Directors 2.00 0 0 0 Ashley Jones 7622 Bentley Rd Greensboro NC 27409 Board of Directors 2.00 0 0 0 Nick Stogner 7622 Bentley Rd Greensboro NC 27409 Board of Directors 2.00 0 0 0 Michael Spohn 7622 Bentley Rd Greensboro NC 27409 Board of Directors 2.00 0 0 0 David Jones 7622 Bentley Rd Greensboro NC 27409 Board of Directors 2.00 0 0 0 NONE 0 NONE Active deliberation and review of the Foundations guiding principles with non-profit organizations The specifics of these actions are to align with Acts 2035 150500 NA 0 0 2997063 46021 0 3043084 0 0 3043084 46021 2997063 149853 X 150500 150500 150500 150500 150500 150500 150500 X 54321 46932 27854 91469 220576 46173 39892 23676 77749 187490 150500 115000 103000 222000 590500 150500 115000 103000 222000 590500 99902 84552 70235 60979 315668 Cecil Little NA X Alcoholic Home Inc 5884 Riverdale Dr Jamestown NC 27282 PC Donation 7000 Brushy Fork Baptist Church 3915 US 421 Vilas NC 28692 PC Donation 20000 Caldwell Academy 2900 Horse Pen Creek Rd Greensboro NC 27410 PC Donation 5000 CBMC Inc PO Box 8009 Chattanooga TN 37414 PC Donation 3000 Compassion International Compassion International Colorado Springs CO 80997 PC Donation 8000 Door of Hope Childrens Mission PO Box 119 Glenvista Johannesburg SF PC Donation 5000 Freedom House PO Box 38215 Greensboro NC 27438 PC Donation 5000 Hopefulls Inc 758 Motsinger Road Winston Salem NC 27107 PC Donation 5000 Hope Academy GSO 1403 W Florida St Greensboro NC 27403 PC Donation 5000 Ligonier Ministries 421 Ligonier Ct Sanford FL 32771 PC Donation 3000 Love Packages Eagles Nest 220 Union Street Butler IL 62015 PC Donation 3000 MAF 3269 Mission Street San Francisco CA 94110 PC Donation 3000 Mercy Ships PO Box 2020 Lindale TX 75771 PC Donation 3000 One Mission Society USA Inc 941 Fry Rd Greenwood IN 46142 PC Donation 2500 Teen Challenge Inc 1912 Boulevard St Greensboro NC 27407 PC Donation 7000 Wisdom for the Heart Inc 2703 Jones Franklin Rd Cary NC 27518 PC Donation 2000 Wycliffe Bible Translators Inc PO Box 628200 Orlando FL 32862 PC Donation 2000 Campus Outreach Charlotte 800 Fullwood Ln Matthews NC 28105 PC Donation 5000 Samaritans Purse PO Box 3000 Boone NC 28607 PC Donation 20000 Christians in the Marketplace PO Box 14335 Greensboro NC 27415 PC Donation 7000 Greensboro Outback LLC 1491 Cedar Ridge Farm Rd Summerfield NC 27358 PC Donation 5000 The Salvation Army 121 SW Cloverleaf Pl High Point NC 27263 PC Donation 5000 Wesley Memorial Methodist Church 1225 Chestnut Dr High Point NC 27262 PC Donation 20000 150500 0 14 64911 18 -5000 59911 59911 false false false false false false false false false false Accounting Fees 1775 1775 1775 0 Advanced Micro Devices Inc 5315 5315 Air Products & Chemicals Inc 27264 27264 Alphabet Inc Class C 47610 47610 Amentum Holdings Inc 2608 2608 American Funds New World F2 115071 115071 American Tower Corp 0 0 Ameriprise Financial Inc 34076 34076 Apple Inc 266196 266196 Baird Core Plus Bond Fund 115496 115496 Becton Dickinson and Co 0 0 Blackstone Group 23794 23794 Catalent Inc 0 0 Chipotle Mexican Grill Inc 39195 39195 Citigroup Inc 10277 10277 Clorox Co 25823 25823 Coca Cola Co 15005 15005 ConocoPhillips 13685 13685 Costco Wholesale Corp 24739 24739 Crown Castle International 0 0 Danaher Corp 4591 4591 Deere & Co 4661 4661 Dodge & Cox Income 233701 233701 Dover Corp 37520 37520 Eli Lilly & Co 55584 55584 Eversource Energy 0 0 Fastenal Co 45303 45303 Fidelity Convertible Sec 85249 85249 Fidelity Midcap Stock Fund 160693 160693 Franklin Templeton Investments 195645 195645 General Mills Inc 25763 25763 Honeywell International Inc 10617 10617 IShares Core 1-5 Year Bond ETF 0 0 Jacobs Solutions Inc 16569 16569 Janus Henderson Global Equity 67589 67589 Lazard Global Listed 60858 60858 Linde PLC 41867 41867 Lululemon Athletica Inc 11472 11472 Manning & Napier Real Estate I 49283 49283 Marvell Technology Inc 32031 32031 Mastercard Inc 14744 14744 McKesson Corp 43313 43313 Merck & Co Inc 14922 14922 Microchip Technology Inc 0 0 Microsoft Corp 126029 126029 Mondelez International Inc 13320 13320 Newmont Corporation 0 0 NextEra Energy Inc 14625 14625 Nike Inc 0 0 Northrop Grumman Corp 15017 15017 Nvidia Corp 241722 241722 Parker Hannifin Corp 37526 37526 Pfizer Inc 0 0 Pimco Low Duration Income Fund 137056 137056 Pimco Preferred and Capital 29426 29426 Qualcomm Inc 4455 4455 Salesforcecom Inc 2340 2340 SPDR Blmbg Barclays Convert 0 0 SPDR S&P 500 ETF 34579 34579 Texas Instruments Inc 10501 10501 Thermo Fisher Scientific Inc 56185 56185 Thrivent Small Cap Stock Fund 111684 111684 TJX COS Inc 39384 39384 TMobile US Inc 32227 32227 Union Pacific Corp 15963 15963 UnitedHealth Group Inc 7588 7588 Valero Energy Corp 29912 29912 Vanguard High Yield Corporate 0 0 Vanguard Shrt Term Infl Prot 52410 52410 Veralto Corp 0 0 Zoetis Inc 16293 16293 2023 Federal Tax Paid 652 Unrealized Investment Gains 405140 2022 Federal Tax Refund 1819 Fiduciary Fees 7513 7513 7513 0 Foreign Tax Paid 1302 1302 1302 0